Core Viewpoint - The global economic landscape is undergoing significant adjustments, with geopolitical conflicts, policy changes, and exchange rate fluctuations creating a complex external environment for Shanghai enterprises. The city aims to stabilize foreign investment and trade amidst these challenges [1]. Group 1: Trade and Supply Chain Management - Shanghai plans to enhance its role as an international trade center by improving trade hub functions, accelerating trade innovation, and optimizing goods trade while expanding intermediate goods, service trade, digital trade, offshore trade, and green trade [1]. - A key focus is on strengthening global supply chain management, with suggestions to improve cross-departmental collaboration, simplify cross-border logistics, and create a new global trade model that integrates global order-taking, overseas processing, and Shanghai settlement [2]. - The city aims to support enterprises in enhancing their global supply chain management capabilities and integrating resources, while also promoting research and flexible application of international trade terms to improve competitiveness and risk resilience [2]. Group 2: Outbound Expansion and Risk Management - The automotive industry in Shanghai is projected to achieve an industrial output value of 742.1 billion yuan by 2025, with a year-on-year growth of 7.8%, accounting for 19% of the city's total industrial output [3]. - Challenges faced by enterprises in expanding overseas include a lack of collaboration, an incomplete cross-border service system, lengthy foreign exchange settlement processes, and rampant price competition abroad. Recommendations include creating a collaborative outbound ecosystem and optimizing foreign exchange processes [3]. - There is a need for a systematic risk prevention empowerment system, including a precise risk warning service platform and refined policy support mechanisms to assist enterprises in navigating overseas challenges [4]. Group 3: Response to EU Carbon Tariffs - The EU is expanding its Carbon Border Adjustment Mechanism (CBAM) to include downstream products that use steel and aluminum, with increased regulatory scrutiny on circumvention behaviors [5]. - Recommendations for Shanghai include establishing a public service toolbox to respond to CBAM, creating a standardized carbon data management system, and providing guidance on carbon emission accounting and reporting tailored to local industry characteristics [6]. - The government is encouraged to foster third-party service institutions for carbon verification and certification, enabling local enterprises to obtain necessary compliance materials at manageable costs while promoting pilot programs to adapt to new external regulations [6].
上海全力稳外资外贸,强化全球供应链管理是核心
Di Yi Cai Jing·2026-02-05 13:56