稀土，这个听起来有点"土"的名字，却在全球科技产业中扮演着"黄金"般的角色。中国掌握着全球80% 以上的稀土供应，这看似是一张王牌，但为什么专家们都说"稀土牌"只能打一次？让我们揭开这背后的 国际博弈密码。 稀土到底有多重要？ 从智能手机到电动汽车，从战斗机到风力发电机，稀土元素无处不在。钕铁硼永磁体让手机振动马达能 如此小巧，镧系元素让LED屏幕色彩如此鲜艳。没有稀土，现代科技将倒退20年。这就是为什么各国对 稀土资源如此紧张，中国在稀土领域的优势地位让西方国家寝食难安。 但问题来了——为什么我们不多用几次这张王牌？答案藏在全球供应链的复杂棋局中。过度使用稀土武 器会引发连锁反应，刺激其他国家加速开发替代资源和技术。就像打扑克时亮出底牌后，对手就会找到 破解之道。 国际博弈如同下棋，最厉害的玩家不是靠一两个杀招取胜，而是通过全盘布局建立持久优势。稀土这张 牌，要用在刀刃上，用在最能改变游戏规则的时刻。毕竟，真正的强者不是拥有最多牌的人，而是最会 打牌的人。 稀土禁运的历史教训 稀土的真正价值在哪里？ 2010年，中国对日本实施稀土出口限制，引发全球震动。这一举措确实让日本企业措手不及，但也催生 了全球稀土供 ...

Core Insights - The groundbreaking ceremony for the new production base of Deye Co., Ltd. (605117) took place on October 2 in Johor, Malaysia, marking a significant step in the company's international expansion and global supply chain development [1] Company Developments - The new facility will focus on the production and manufacturing of photovoltaic inverters and energy storage systems, indicating a strategic move towards renewable energy solutions [1]

一颗颗圆润的珍珠粉圆的原料是老挝木薯粉，一勺椰浆源自泰国，一缕茶香飘自斯里兰卡，来自欧洲的牛乳、东南亚的时令鲜果、美洲大陆 的巧克力……这些跨越山海的原料，最终在一杯奶茶中相遇，展现出一幅生动的开放图景。 一列西部陆海新通道班列在重庆鱼嘴站等待发车（无人机照片）。新华社记者 唐奕 摄 新华社重庆10月5日电（记者李晓婷）国庆假期，重庆解放碑商圈人流如织。各大"网红"茶饮店铺内生意火爆，来自五湖四海的游客们捧着一杯 杯印有"重庆""勒是雾都"等字样的特色奶茶，在热门地标前举杯打卡。 "这两年，茶饮品牌飞速发展，产品出新速度非常快，品类也十分丰富。"来自贵州的游客崔永是一位"奶茶爱好者"。但令他意想不到的是， 这一杯美味奶茶中竟藏着开放密码—— 今年5月，椰子专线"帕鲁港-洋浦港"直航实现周班化运营，将椰子原料运输时间从40天压缩到7天；2024年起，重庆实现西部陆海新通道中老 泰冷链班列双向对开，东盟进口精品香蕉4日可达重庆，重庆鲜柠檬出口泰国；中欧班列常态化运来荷兰奶制品、斯里兰卡红茶粉等…… 一杯奶茶背后的全球供应链，不仅满足了国内市场的需求，也为沿线国家和地区带来了发展机遇。 "老挝是农业大国，木薯粉的热 ...

朋友们，你们知道吗？就在昨天，10月1日，法国海军干了一件让全球屏息的大事——他们的特种兵在公海上强行登船，扣押了一艘俄罗斯的11万吨超级油 轮"长滩岛号"。这可不是什么好莱坞大片，而是真实发生在乌克兰战争阴影下的国际博弈。油轮上满载着印度采购的75万桶原油，原本要从俄罗斯运往印 度，结果半路被法国战舰拦截，硬生生拖到了北约的圣纳泽尔海军基地。 法国总统马克龙事后高调宣称，这是对俄罗斯"影子舰队"的精准打击，因为这些 老旧的油轮正为普京的战争机器输血。但这事儿真那么简单吗？背后藏着什么深意？今天，咱们就掰开了揉碎了聊聊这场风暴。 更深层的，这是全球能源安全的警钟。 印度作为买家躺枪，突显了中小国家的无奈。俄罗斯石油占印度进口的30%，现在油轮被扣，莫迪政府只能吃哑巴 亏。长远看，法国此举可能撕裂全球供应链——以后谁还敢和"制裁国"做生意？油轮改挂方便旗（如贝宁、巴拿马）本是国际惯例，现在连这招都不灵了。 马克龙说"影子舰队资助战争"，但欧洲自己呢？ 制裁后，俄油通过印度转手卖回欧洲，价格还翻倍，这不是搬石头砸脚吗？数据不会骗人：欧盟通胀居高 不下，德国工厂外迁，法国街头抗议不断。俄国哲学家陀思妥耶夫斯基在《罪 ...

Core Insights - The article discusses the transformation of global supply chains from a focus on efficiency and cost to resilience, efficiency optimization, and sustainable development due to geopolitical tensions, technological advancements, and climate crises [3][31]. Group 1: Key Issues in Global Supply Chains - Four core issues are identified in the current global supply chain landscape: structural issues, risk control issues, efficiency issues, and sustainability issues [4][5]. - Structural issues are driven by geopolitical tensions leading to a shift from globalization to regionalization, increasing trade costs and necessitating fundamental adjustments in supply chain layouts [5][10]. - Risk control issues highlight the normalization of vulnerabilities and disruptions, with a significant increase in supply chain interruption events, leading to substantial revenue losses for companies [6][10]. - Efficiency issues arise from rising operational costs and declining collaboration efficiency within supply chains, exacerbated by regionalization and fragmentation [7][10]. - Sustainability issues are characterized by increased pressure for green transformation and compliance costs, as regulations evolve into market entry barriers [8][10]. Group 2: Trends and Challenges - The article outlines ten trends and challenges that are reshaping supply chain dynamics and competitive rules globally [9][10]. - Trend 1 emphasizes the shift towards regionalization and shorter supply chains, with global trade growth entering a plateau phase [10][13]. - Trend 2 discusses the restructuring of value chains within economic regions, with different countries assuming new roles in the value chain [16][18]. - Trend 3 highlights the imbalance in labor and capacity layouts, leading to labor shortages and mismatched production capabilities in emerging markets [18][19]. - Trend 4 focuses on the structural upgrade of Chinese enterprises going abroad, transitioning from traditional exports to more complex models [19][21]. - Trend 5 addresses the increasing uncertainty in global economic policies, which has become a new norm for supply chains [21][23]. - Trend 6 outlines the compounded risks facing global supply chains, including trade policy impacts and labor shortages, leading to systemic disruptions [23][25]. - Trend 7 discusses the dual-edged effects of digitalization and automation technologies on supply chains, enhancing efficiency while introducing new risks [25][26]. - Trend 8 presents the rise of flexible supply chains to adapt to rapid market changes and mitigate risks [26][27]. - Trend 9 highlights the pressures of green transformation and compliance costs as ESG standards become stringent market requirements [27][28]. - Trend 10 points out the differentiation and complexity of ESG standards across regions, creating compliance barriers for businesses [28][30]. Conclusion - The article concludes that the global supply chain is undergoing a critical transformation, necessitating a strategic upgrade for companies to navigate the intertwined challenges and trends effectively [31][32].

但中方并不是可以针对，而是特朗普政府长期推动的关税政策让美国大豆价格明显上涨。中国买家转向 巴西等性价比更高的供应商，同时中国国内大豆的种植面积也在持续扩张。 这种贸易压力不仅冲击了美国农民，也也暴露出美国在全球供应链中的脆弱性。 虽然英国和日本仍在持增美债，7月英国增持413亿美元至8993亿美元，日本增持至1.151万亿美元，但 长期趋势显示，美国越来越依赖盟友维持债务市场稳定，而中国在主动降低风险、减少美元依赖。 完整内容查看视频 另外，在金融领域，中方的动作也同样令人瞩目。美国财政部数据显示，中国在7月减持257亿美元美 债，持仓降至7307亿美元，为2009年以来最低。 这是中国在今年第四次持减美债了，3月、4月、5月中国也都持减了。自2022年4月以来，中国美债持仓 一直低于1万亿美元，三年累计减持超过2800亿美元。 ...

《中美经贸关系的"温度计"》——从TikTok到芯片，稳定中美关系的关键其实是营商环境 你以为TikTok只是跳舞和翻车视频？其实，它正成了中美经贸的"温度计"。上周两国元首第三次通话，中方亮明态度：要稳定关系，就必须有开放、公平、 非歧视的营商环境。这不是"求"，而是合作共赢的底线。回顾40多年，中美贸易额暴涨270多倍，2024年近6883亿美元。美国出口到中国的商品撑起百万就 业岗位，中国市场同样活力无限。所谓"美国吃亏"的说法，不过是政客的噱头，经不起推敲。真正的挑战是，美方近年动辄打"安全牌"，从芯片到社交平 台，清单、审查、限制样样不少。TikTok被政治化，半导体合作受阻，全球供应链跟着心律不齐。说白了，这些操作不但让中国企业受挫，美国公司也"自 断经脉"。中国的态度一贯清晰：分歧可以对话解决，不愿打贸易战，但底线绝不退让。关键是美方要把"欢迎投资"的口号，变成企业能安心发展的现实。 历史早已证明，中美成功不是彼此的负担，而是彼此的机遇。若能守住合作初心，不仅两国共赢，也能让世界经济多点阳光，少点阴霾。（唐加文，笔名金 观平；本文成稿后，经AI审阅校对） ...

Core Viewpoint - The recent closure of border crossings between Poland and Belarus has severely disrupted the China-Europe Railway Express, leading to significant economic losses and highlighting the vulnerabilities in global supply chains [1][3]. Group 1: Impact of Poland's Decision - Poland's decision to close all road and rail crossings with Belarus has paralyzed the key Malaszewicze hub, which handles nearly 90% of the China-Europe Railway Express transshipment tasks [1][3]. - Approximately 300 trains and thousands of containers are stranded at the border, causing a "stockout" risk for cross-border sellers, European importers, and retailers [1][3]. - Daily economic losses exceed $50 million, with around €25 billion of trade frozen within the EU [1][3]. Group 2: Strategic Implications - Poland claims the closure is a security measure in response to perceived threats from Russia and Belarus, but this explanation is met with skepticism [3]. - Analysts suggest Poland may be using this situation to leverage negotiations with China regarding rare earth and agricultural export quotas, hoping for Chinese influence over Russia [3][5]. Group 3: Emergence of the Arctic Route - In response to the disruptions, a new Arctic shipping route has been established, significantly reducing transit times by 30% to 40%, with a one-way journey taking about 18 days [5][7]. - This route connects major European ports and is particularly beneficial for high-value, time-sensitive products like lithium batteries and electric vehicles [5][7]. - The Arctic route enhances strategic safety by avoiding traditional maritime chokepoints that are vulnerable to piracy and geopolitical risks [5][7]. Group 4: Broader Supply Chain Strategies - China is exploring alternative routes through Turkey and Hungary while leveraging the full operation of the China-Kyrgyzstan-Uzbekistan railway and increased capacity in the Caspian corridor [7]. - Economic countermeasures from China include halting the import review of Polish agricultural products and tightening rare earth export quotas [7]. - The situation underscores the importance of diversifying trade routes to enhance stability and security in global supply chains, reshaping the trade dynamics between China and Europe [7][8].

Core Insights - Standard Chartered Group's latest report highlights that mainland China remains a preferred market for global companies to restructure their supply chains amid geopolitical changes [1] - The report indicates a shift in China's industry from labor-intensive manufacturing to higher value-added segments [1] - The survey covered 1,200 executives and decision-makers across 17 global markets, projecting trends in global trade and corporate strategic priorities over the next three to five years [1] Industry Trends - There is a growing demand from clients to reshape global trade and supply chain ecosystems, with an increased adoption of smart manufacturing and artificial intelligence to enhance efficiency and offset rising costs [1] - Despite short-term trade fragmentation potentially hindering global growth, the prosperity of emerging economies and advancements in new technologies present complex yet promising opportunities for global trade [1] Company Role - Chinese enterprises are increasingly acting as innovators and enablers in the deep restructuring of global supply chains [1] - There is a notable change in corporate financial needs, with a focus on flexible allocation of cross-border funds, localized settlement capabilities, multi-currency fund management efficiency, and global visibility and compliance requirements [1] - Standard Chartered aims to play the role of a "super connector" by closely monitoring client needs and providing innovative cross-border financial solutions to build localized, regionalized, and digital supply chain systems [1]

Group 1 - The crisis in international logistics is triggered by Poland's sudden closure of its border with Belarus, impacting the flow of goods across Europe and Asia [2][4] - The geopolitical tensions began with a military standoff in early September, including Russian drone incursions and joint military exercises by Russia and Belarus, leading to Poland's decision to close land routes [4][6] - Approximately 90% of the China-Europe Railway Express relies on transit through Poland, resulting in over 350 trains loaded with Chinese goods stranded at the Belarus border, causing daily economic losses of tens of millions of dollars [4][6] Group 2 - The crisis highlights the fragility of global supply chains, with significant delays and increased costs for cross-border e-commerce platforms like Temu and Shein, as companies shift to sea transport, extending delivery times by nearly a month and increasing logistics costs by 15-50% [4][6] - China has shown willingness to negotiate, proposing concessions on rare earth exports and initiating a railway coordination mechanism, but Poland remains unyielding, indicating a potential halt of 90% of China-Europe Railway Express services in Q4 if the deadlock continues [6][7] - Poland's firm stance is influenced by complex political calculations, including past tensions with China and potential backing from the United States, as the country seeks to leverage the situation for its own strategic interests [7]