格隆汇9月15日｜蔚来汽车表示，蔚来积极响应中国汽车工业协会发布的《汽车整车企业供应商账款支 付规范倡议》。蔚来致力于成为技术与体验领先的用户企业，为用户满意而存在，通过技术创新，开发 极致的产品，提供超越期待的服务，打造共同成长的社区。供应链体系的健康发展是保障产品质量、提 升用户体验、促进汽车产业高质量发展的基础。我们将与合作伙伴建立长期稳定的互利共赢合作关系， 高质量践行供应商账期承诺和《汽车整车企业供应商账款支付规范倡议》，致力于构建"整车—零部 件"协作共赢发展生态，携手合作伙伴共同推动汽车产业高质量发展，共创可持续和更美好的未来。 ...

9月10日，一辆辆满载铝卷的货车，正从河南巩义开往山东青岛港。十几个小时后，这批印着"中孚实 业"标识的高精铝材将搭乘货轮驶向波兰格但斯克港，在当地经过加工后制成易拉罐，最终产品将会出 现在欧洲多家超市的货架上。 这条横跨亚欧的供应链，已成为豫波合作不断走实走深的生动见证。 □本报记者 张建新 康亚飞 令他欣慰的是，产品抵达波兰布热斯克合作工厂后，很快通过了严格检测。波方技术总监在邮件中评 价："材料性能完全超出预期，期待长期合作。"这份认可，正式按下双方合作的"快进键"。 如今，每月都有多个集装箱的中孚铝材稳定发往波兰，年订单量从2017年的1000余吨稳步增长到2024年 的6万吨。 "合作中最令人欣慰的不是订单量的增长，而是在持续共赢中构建起的信任与默契。"周庆波说，通过深 度对接，中孚与波方共同优化生产工艺，实现了从"供货"到"协同"的跨越。 自双方合作至今，河南中孚高精铝材有限公司已成为波兰市场稳定的罐料供应商之一。连点至线，这条 跨越亚欧的供应链，不仅贯通了两地产业合作，也映照着豫波合作正在迈向更广领域、更高水平。 当天，在位于巩义市的河南中孚高精铝材有限公司的生产车间里，工人们正对另一批即将装箱 ...

Group 1 - The company has entered the Xiaomi supply chain, with its products being applied in Xiaomi's smartphones and wearable devices [1] - Xiaomi is identified as a long-term customer of the company, indicating potential for future collaboration across multiple fields [1] - Currently, the company's products are not being used in Xiaomi's automotive sector [1]

Core Viewpoint - Japan and the United States have reached an agreement on tariffs, with the U.S. imposing a 15% tariff on Japanese goods and increasing rice imports from the U.S. [1] Group 1: Tariff Agreement - The U.S. will impose a 15% tariff on Japanese goods, which includes a 12.5% tariff on automobiles, combining with a previous 2.5% tariff for a total of 15% [1] - The steel and aluminum tariffs will remain at the current rate of 50% [1] Group 2: Economic Cooperation - Japan and the U.S. have agreed to enhance supply chain cooperation and economic security through investments by Japanese companies in sectors such as semiconductors, steel, shipbuilding, energy, and automobiles [1] - Japan will increase the proportion of U.S. rice imports under its current minimum access system, ensuring that this will not harm Japanese agriculture [1] Group 3: Trade Relations Context - Japan is a major trading partner of the U.S., and previous trade tensions have arisen over trade deficits, exchange rates, and automobile market access [1] - The recent agreement follows a letter from former President Trump announcing a significant increase in tariffs on nearly all Japanese goods starting August 1 [1]

Group 1 - Japan and the US have reached an agreement on a 15% tariff imposed by the US on Japan [1] - The agreement includes strengthening supply chain cooperation in sectors such as semiconductors, steel, shipbuilding, energy, and automobiles [1] - Japan will increase the proportion of rice imported from the US under its current minimum access system, ensuring that this does not harm Japanese agriculture [1] Group 2 - Japan plans to invest $550 billion in the US as part of the trade agreement [1] - The US will open its markets for Japanese automobiles and rice [1] - The announcement was made by Japanese Prime Minister Shigeru Ishiba during a live press conference [1]

Group 1 - The third Chain Expo concluded on July 20, highlighting the current global economic challenges such as unilateralism and protectionism, while emphasizing the importance of international cooperation [1] - Over 40 leaders from Fortune 500 companies attended the expo, with 172 foreign delegations participating, marking a 2.2 times increase compared to the previous year [1] - A total of 1,200 companies and institutions participated, showcasing 152 new products and technologies, a 67% increase from the last event, and establishing cooperation links with 42,000 upstream and downstream enterprises [1][2] Group 2 - The proportion of foreign exhibitors has steadily increased, reaching 35% this year, with over 65% of exhibitors being Fortune 500 and industry-leading companies [2] - Notably, a significant number of companies from the US, EU, and Japan participated, with US companies leading in both quantity and exhibition area, increasing by 15% and 10% respectively compared to last year [2] Group 3 - The Chain Expo showcased China's robust supply chain capabilities, with global business leaders recognizing China's role in high-quality development and technological transformation [3] - The event emphasized the deep integration of global industrial and supply chains, with a consensus among businesses that collaboration is essential for future growth [3] Group 4 - Innovation was a key theme at the expo, with a dedicated innovation chain area and the launch of the "Chain Expo New Products" section, aimed at transforming innovative ideas into industrial applications [4][5] - The expo facilitated significant interactions among government bodies, international organizations, and high-tech enterprises, promoting a seamless connection between innovation and industry [5] Group 5 - The event highlighted the importance of digital connectivity and collaborative ecosystems as future trends in supply chain development, showcasing numerous digital solutions and AI projects [6] - The focus on green technology and low-carbon supply chains was also prominent, aligning with global climate goals [7] Group 6 - Beijing's active role in supporting the Chain Expo included organizing promotional activities and facilitating deep discussions among key enterprises, resulting in numerous cooperation agreements [8][10] - The participation of local enterprises increased by 40% compared to last year, showcasing their strengths in technology and innovation [10]

Core Insights - The third Chain Expo is concluding today, with significant attendance and activities, showcasing its growth compared to previous editions [1][3]. Group 1: Attendance and Participation - Nearly 200,000 participants have attended the expo both online and offline as of noon on July 20, with numbers still rising [1]. - Over 100 domestic and international companies signed participation intentions for the fourth Chain Expo, indicating high demand for exhibition space [2]. Group 2: International Engagement - The expo attracted over 650 companies from 75 countries and regions, with foreign exhibitors making up 35% of the total, a 15% increase in U.S. exhibitors compared to the last event [4]. Group 3: Collaborative Opportunities - More than 70 diverse activities were held, including the establishment of an exhibitor alliance to foster industry collaboration [5]. - The Chain Expo is recognized as a significant player in the global supply chain, promoting international cooperation [5]. Group 4: Innovation Highlights - The event featured over 100 new product launches, a 10% increase from the previous year, including a new material called silicon-based graphite aimed at enhancing battery performance [6]. - Notable tech companies, including NVIDIA and several intelligent enterprises from Zhejiang and Hubei, showcased their latest products and technologies [6]. Group 5: Anticipated Outcomes - Last year's expo resulted in over 6,700 cooperation intentions and agreements totaling more than 152 billion yuan, raising expectations for this year's outcomes [6].

Core Viewpoint - The global agricultural food system is undergoing a transformation, focusing on building an efficient, stable, and green agricultural supply chain, which has become a common concern for global enterprises [1] Group 1: Supply Chain Collaboration - Approximately 14% of food is lost annually in the supply chain, highlighting the need for a comprehensive green transformation to reduce waste and protect natural resources [2] - Walmart aims to reduce 1 billion tons of carbon emissions from its supply chain and plans to protect or restore at least 50 million acres of land and 1 million square miles of ocean by 2030, emphasizing the necessity of collaboration across supply chain segments [2] - McDonald's has launched a "Regenerative Agriculture Program" in collaboration with nine suppliers to promote sustainable agricultural development, showcasing the importance of partnerships in the supply chain [2] Group 2: Technological Innovation - Technological innovation is crucial for the green transformation of agriculture, with companies sharing their practices at the expo [3] - Yuan Longping High-Tech Agriculture Co. has developed 16 green super rice varieties that can reduce fertilizer use by 30%, demonstrating the value of seed technology in green agriculture [3] - Louis Dreyfus Company is utilizing photovoltaic technology in its operations to achieve carbon reduction and economic benefits, with successful experiences in China being replicated in other markets [3] - Digital information technology is enhancing agricultural mechanization, enabling real-time data collection and precise scheduling through IoT technology [3] Group 3: Practical Cooperation Outcomes - The expo has facilitated tangible green cooperation opportunities for various companies, such as Yum China launching the "Yum and Soup Development Plan" to build an ecological network through supply chain collaboration [5] - Snow River Agricultural Group is applying potato peel fertilization technology to reduce environmental pollution and improve soil structure under Yum's "Zero Waste Factory" initiative [6] - Yum China emphasizes the importance of a robust supply chain ecosystem to provide quality and innovative food experiences, aiming to build a resilient and sustainable global supply chain [6] - The expo has proven to be a valuable platform for companies to showcase technologies and solutions, fostering collaboration and addressing industry challenges [6]

Group 1 - The third China International Supply Chain Promotion Expo (Chain Expo) is being held in Beijing from July 16 to 20, attracting 651 enterprises and institutions from 75 countries and regions, with foreign exhibitors accounting for 35% [1] - Chengdu Zongheng Automation Technology Co., Ltd. has sold drones to over 40 countries, highlighting the growing maturity of drone applications in Africa for tasks such as oil pipeline and power grid inspections [1] - Sichuan province has a comprehensive industrial layout with significant technological advantages in six pillar industries: electronic information, equipment manufacturing, food and light textiles, energy and chemicals, advanced materials, and pharmaceutical health [1] Group 2 - China Dongfang Electric Group, a leader in clean energy equipment manufacturing, showcased several major products at the Chain Expo, including a 50 MW heavy gas turbine and the world's largest offshore wind turbine [2] - Chengdu Yikong Zhilian Automotive Electronics Co., Ltd. displayed innovations in smart, connected, and unmanned vehicles, attracting interest from foreign automotive manufacturers [2] - The Chain Expo serves as a platform for small and medium-sized enterprises to engage with industry giants, exemplified by Sichuan Shanghao Tea Co., Ltd. successfully connecting with Yum! Brands for potential product inclusion [2] Group 3 - The Chain Expo has facilitated investment agreements in various sectors, with Sichuan securing over 2.5 billion RMB in contracts, including international cooperation projects [3] - The Dalian Logistics Group signed a $10 million agreement for a commodity import-export supply chain center project in Chengdu, aiming to enhance trade and logistics services [3] - The initiative is expected to strengthen Sichuan's southward openness and provide comprehensive services for ASEAN enterprises entering the Chinese market [3]

Group 1 - The China International Supply Chain Promotion Expo (Chain Expo) serves as an efficient platform for companies to address supply chain shortcomings and challenges [2] - Sichuan Tianlian Robot, among 29 participating Sichuan enterprises, aims to adopt new solutions if breakthroughs in battery energy density are achieved [1][2] - Chengdu Zongheng Co. showcased a new pure electric flagship model with a battery life exceeding 3 hours, attracting interest from overseas customers [2] Group 2 - The expo facilitates equal dialogue between small and medium-sized enterprises (SMEs) and industry giants, exemplified by Sichuan Shanghao Tea's successful negotiations with major beverage companies [4] - Dongfang Electric Group presented advanced clean energy products, including a 50 MW heavy gas turbine and the world's largest 26 MW offshore wind turbine [4] - Zhongke Jiuwai's participation in the expo has led to investment interest from various government delegations, highlighting the event's role as an investment accelerator [5] Group 3 - Sichuan signed multiple projects during the expo, with a total value exceeding 2.5 billion yuan, including a $10 million investment from Ocean Logistics Group for a supply chain center project [5] - The project aims to leverage Chengdu's strategic location on the Eurasian corridor to enhance trade and supply chain services for ASEAN enterprises entering the Chinese market [5]