Group 1: China-ASEAN Relations - The long-standing friendly relations between China and ASEAN have become a model for cooperation in the Asia-Pacific region, with Guangxi serving as a frontier for open cooperation with ASEAN countries [1] - The establishment of the China-ASEAN Free Trade Area 3.0 presents broad cooperation opportunities for Guangxi and ASEAN [1] - Political mutual trust is the foundation for mutually beneficial cooperation, with the China-ASEAN Expo and Business and Investment Summit enhancing this relationship [1] Group 2: Economic Cooperation - ASEAN has been Guangxi's largest trading partner for 25 consecutive years, highlighting the strong economic ties and investment opportunities [2] - The construction of the China-Malaysia Qinzhou Industrial Park and the Malaysia-China Kuantan Industrial Park exemplifies a new model of industrial cooperation between China and ASEAN [2] - Guangxi's deepening economic cooperation with ASEAN supports the stability of the China-ASEAN industrial and supply chains [2] Group 3: Institutional Opening - Guangxi is expanding institutional opening with ASEAN as a key focus, enhancing regulatory coordination and stimulating development [3] - The region is working to reduce market access barriers and align with high-standard trade rules such as RCEP and CPTPP [3] - Efforts are being made to improve policy supply and service quality while reducing burdens on enterprises [3] Group 4: Cultural Exchange - Cultural exchange is seen as a key to fostering mutual understanding, with Guangxi leveraging its geographical and cultural proximity to ASEAN [3] - The region is promoting diverse and comprehensive cultural exchange platforms to enhance interaction and cooperation [3] - Future cultural exchanges are expected to deepen and broaden, fostering emotional resonance and mutual cultural appreciation [3] Group 5: Technological Cooperation - Guangxi is advancing the establishment of a China-ASEAN Artificial Intelligence Innovation Cooperation Center to collaborate in various sectors [4] - The focus is on creating vertical application scenarios in agriculture, healthcare, tourism, education, finance, and logistics [4] - The goal is to build a new high ground for AI cooperation with ASEAN countries, aiming for a better intelligent future [4]

Group 1: Core Insights - A-share companies are experiencing significant overseas expansion, with notable achievements in infrastructure, biomedicine, and equipment manufacturing, leading to large overseas orders [2][3] - The shift in Chinese enterprises' overseas strategy is moving from cost-driven to innovation-driven, leveraging advanced supply chains, international talent, and digital technologies [2] Group 2: Large Orders and Competitive Strength - A-share companies have secured substantial overseas contracts, particularly in the infrastructure sector, with notable projects including a $1.6 billion contract for a gas processing plant in Iraq and contracts totaling approximately 5.34 billion yuan for the China-Kyrgyzstan-Uzbekistan railway [3][4] - In the biomedicine sector, companies like Rongchang Bio are accelerating internationalization, exemplified by a licensing agreement with Vor Bio worth up to $4.1 billion [4] - Equipment manufacturing firms are also making strides, with agreements such as a $406 million contract for a conveyor system in Guinea, enhancing their international market presence [4] Group 3: Accelerated Overseas Capacity Layout - Several A-share companies are intensifying their overseas production capacity, viewing local production as a key driver for global competitiveness [6] - Companies like Linglong Tire are investing $1.193 billion in a production base in Brazil, aiming for an annual output of 14.7 million high-performance tires [6] - Other firms, such as North Special Technology and Zhongke Electric, are also establishing production bases in Thailand and Oman, respectively, to enhance their global supply chain [7] Group 4: Rising Trend of Overseas Mergers and Acquisitions - The number of disclosed overseas mergers and acquisitions by A-share companies has surpassed 60 in the first half of the year, with a focus on electronics, automotive parts, and machinery [9] - Companies are pursuing overseas acquisitions to enter emerging markets and enhance their technological capabilities, as seen with Dongshan Precision's dual acquisitions in the optical communication sector [9][10] - The strategy of overseas mergers and acquisitions is aimed at resource and market integration, with firms like Luoyang Molybdenum consolidating their overseas mineral resource reserves [10]

Core Insights - The article emphasizes the importance of B2B industrial platforms in enhancing transaction efficiency and restructuring supply chain competitiveness in the context of the deep integration of digital and physical economies [1] - Statista reports that the global B2B e-commerce transaction volume surpassed $14.9 trillion in 2023, projected to reach $7.9 trillion by 2025, accounting for 35% of total B2B transaction volume [1] - Traditional B2B platforms face challenges such as information silos, fragmented processes, and data delays, leading to extended transaction cycles and increased costs [1] Technology Architecture - The core competitiveness of B2B industrial platforms lies in the stability and scalability of their technology architecture [2] - The company employs a "microservices + platformization" cloud-native architecture, supporting millions of concurrent accesses with a fault isolation rate of 90% [2] Distributed Microservices Decoupling - The platform is divided into over 200 independent microservices covering essential modules like product management and order processing [3] - In a project for an automotive parts company, the platform achieved over 5,000 orders processed per second with a response time of under 0.3 seconds [3] Data Platform Driving Decision-Making - The data platform is central to the intelligence of the B2B platform, integrating data from various systems to create a unified data warehouse [4] - For a chemical company, inventory data is synchronized every 5 minutes, reducing out-of-stock rates by 40% [4] Blockchain for Trust Assurance - The company utilizes Hyperledger Fabric blockchain technology to ensure transaction data integrity [5] - In a cross-border transaction for a building materials company, the blockchain feature reduced dispute resolution time from 30 days to 7 days, with a 60% decrease in dispute rates [5] Core Functions - The B2B platform focuses on three main goals: cost reduction, efficiency enhancement, and risk control, featuring six core functional modules [6] Intelligent Demand Forecasting and Procurement Collaboration - The platform uses AI frameworks to build demand forecasting models, improving inventory turnover by 25% and reducing procurement costs by 12% for an electronic components company [7] Electronic Contracts and Fund Escrow - The integration of an electronic signature system enhances contract signing efficiency by 90% and reduces dispute rates by 60% [8] - A cross-border e-commerce company reduced overseas payment cycles from 30 days to 7 days, with a 35% decrease in bad debt rates [8] Inventory Sharing and Logistics Tracking - The platform enables real-time inventory data synchronization, reducing out-of-stock rates by 40% for a fast-moving consumer goods company [9] - Logistics tracking features have improved temperature anomaly rates in cold chain transport from 5% to 0.5% for a pharmaceutical company [9] Quality Traceability and Credit Assessment - The platform implements a traceability system for product quality, improving issue resolution efficiency by 70% for a food company [10] - Credit assessment features have increased supplier collaboration efficiency by 60% for a machinery equipment company [10] Implementation Path - The implementation of the B2B platform follows a five-step process to ensure efficient project execution and continuous optimization [11] Industry Applications - The platform has been successfully applied in manufacturing, agriculture, and cross-border e-commerce, enhancing transaction efficiency and reducing costs [16] Future Trends - The company is developing an AI-native B2B platform to automate and enhance various processes, including contract generation and negotiation [21] - The exploration of industrial metaverse applications aims to create virtual showrooms and digital twin factories [22] - Integration of carbon footprint calculation tools supports companies in tracking emissions and meeting ESG requirements [23] Conclusion - The B2B industrial platform has evolved into a core competitive tool for enterprises, with the company assisting over 500 businesses in achieving supply chain intelligence upgrades, reducing average transaction cycles by 50% and operational costs by 30% [24]

【深圳商报讯】（首席记者刘琼）近日，一场由阿里、美团掀起的"外卖补贴闪电战"席卷全国，两大平 台相继推出"满25元减21元""满25元减20元""满16元减16元"的无门槛券，直接引爆新茶饮消费热潮。 市场热度迅速传导至资本市场，港股茶饮股价应声上涨。7月8日收盘，茶百道股价上涨5.82%至11.28港 元；奈雪的茶涨2.53%至1.62港元；古茗涨0.36%至27.7港元；沪上阿姨涨1.91%至144港元。截至7月9日 收盘，港股茶饮品牌股价虽各有涨跌，但热度仍高居不下。其中，古茗股价上涨2.17%至28.30港元；蜜 雪集团上涨0.74%至543.00港元。 在这场白热化的外卖补贴大战中，茶饮品牌成为各大平台"流量入口"，新茶品各大品牌门店订单量飙 涨。奈雪方面告诉记者，7月5日，奈雪多家门店出现"爆单"现象：在深圳南山区来福士门店，多台订单 打印机同时运转，每分钟吐出十余张订单小票；操作台前，几名店员飞速调配饮品；取餐区外，身着黄 蓝制服的外卖员挤满店内，每隔30秒就有骑手捧着十余杯饮品疾步而出。 类似的场景在奈雪全国多个城市门店同步上演。各大茶饮品牌门店陷入"爆单"模式。 华西证券在一份公开研报中指出 ...

关注 「电动车公社」 和我们一起重新思考汽车 点一份外卖，需要1个小时。但如果说 一块新能源车的电池包，从下线到装进新车，只需要不到20分钟！ 你敢相信吗？ 前几天， 宁德时代 和 赛力斯 一起干了件很大胆的事， 他们把电池包产线直接建在了问界整车工厂里！ 他们管这个叫 "厂中厂" 。 过去主机厂跟电池厂下单电池，要包含包装、运输、仓储等中间环节，基本上要花费好几天，现在"即产即上"把中间环节的时间缩短了。 更关键的是，优质电池的产能可是香饽饽！ "厂中厂"最牛的地方就是 锁死产能 ，让两巨头绑得死死的，长期紧密合作。这比单纯节省物流环节，可重要多了。 这就好比，把米其林的大厨请到了家里，从此优质的电池出门左转就能直接装车。 可以说，这种模式对于新能源汽车现有的动力电池供应链体系来说，是一次颠覆式的创新。 大家好，这里是电动车公社的社长胡婷。今天这个视频我们就来聊聊，动力电池"厂中厂"模式究竟牛在哪？ 到底"关我们什么事"？ 关注电动车公社 视频号 更多精彩视频不错过 戳开看视频 01. 凭什么选宁德时代？ 相比之下，"独供"电池带来的质量统一性，更有利于车企生产整车质量的稳定可控。 更何况，现在消费者越来越 ...

白糖期货在伦敦盘中交易中一度上涨 2.8%，至每吨479美元，原因是担心来自巴基斯坦和菲律宾的进口 需求可能使供应吃紧，而此时市场也担心头号种植国巴西的甘蔗减产。 ...

日前，美国总统特朗普表示考虑对进口到美国的铜征收50%的附加税后，美国铜期货价格一度飙升。业 内人士向证券时报记者表示，美国希望通过加征关税建立铜产业链自给的难度比较大，铜矿开采不是一 个快速实现的过程；预计下半年铜价可能呈现先抑后扬的状态。 另外，普华永道提醒，全球半导体行业正面临一场与"铜"相关的供应链危机威胁。 税率远超市场预期 美国总统特朗普当地时间7月8日宣布将对铜进口征收50%关税，这一税率远超市场预期，引发美国铜期 货价格一度暴涨创新高。此前市场普遍预期的25%左右水平，这也是继铝和钢材关税之后，美国对关键 工业原材料征收的又一轮进口税，威胁为美国经济的关键投入品增加新的成本。 在此背景下，美国铜期货价格飙升，COMEX铜价7月8日价格大幅上涨9.63%，7月9日价格回落2.75%， 伦敦金属交易所(LME)铜期货价格下跌1.94%。 今年2月25日，美国白宫网站发布声明称，美国总统特朗普签署行政令，启动对铜进口威胁美国国家安 全和经济稳定的调查。该行政令指示美国商务部长根据《1962年贸易扩展法》，首次对进口铜提出232 调查。另外，美国商务部领导"放风"，为重建铜工业"将调查征收可能的关税。 ...

工业和信息化部9日在"全国违约拖欠中小企业款项投诉平台"开通"重点车企践行账期承诺线上问题（建 议）反映窗口"，受理中小企业有关问题建议。业内人士认为，这一举措为中小企业提供了便捷的投诉 与建议渠道，有利于推动汽车企业切实履行账期承诺，保障中小企业合法权益，促进产业健康可持续发 展。 产业链供应链是汽车产业的"筋骨血脉"，是产业转型升级的关键一环。近期，一汽、东风、广汽、赛力 斯等17家重点车企作出"供应商支付账期不超过60天"的公开承诺，如何进一步落实兑现备受社会关注。 记者了解到，此次开通的线上反映窗口主要受理4类问题建议，包括重点车企未践行60天支付期限承 诺，在采购合同中约定的付款期限超过60天；重点车企设定不合理的支付期限起算时间、无正当理由拖 延出具检验或验收合格证明等方式变相延长支付期限，以及以收到第三方货款作为支付条件或按照第三 方支付比例支付款项；重点车企强制或变相强制中小企业接受商业汇票、应收账款电子凭证等非现金支 付方式；重点车企落实《保障中小企业款项支付条例》不力的其他问题。 王铁说，为实现汽车行业健康可持续发展，要引导行业建立长期互信的整零关系，推动产业从"零和博 弈"转向"共生共赢 ...

（原标题：澳门金管局：5月广义货币供应量回升 流通货币及活期存款分别上升0.1%及3.4%） 智通财经APP获悉，7月9日，澳门金管局发布2025年5月货币及金融统计。2025年5月的广义货币供应量 回升。与此同时，居民存款按月增加，居民贷款则录得跌幅。流通货币及活期存款分别上升0.1%及 3.4%，M1因而较上月增加2.4%。与此同时，准货币负债上升1.1%，因此包括M1及准货币负债的广义 货币供应量M2遂按月回升1.2%至8,157亿澳门元。若与2024年同期比较，M1及M2分别上升11.4%及 7.9%。按币种分析，澳门元、港元、人民币及美元在M2的比重分别为32.3%、46.4%、6.8%及12.3%。 营运比率 截至2025年5月底，银行的本地居民贷存比率由4月底的50.9%下跌至49.3%，包括非居民部分的总体贷 存比率由77.5%下跌至73.0%。以一个月及三个月为期计算的流动资产对负债比率，分别处于65.7%及 57.9%的水平。此外，主要由于总贷款按月下跌，不良贷款比率上升至5.7%。 居民存款按月增加1.3%至7,947亿澳门元，非居民存款上升0.4%至3,510亿澳门元。与此同时，公共部 ...

美国总统特朗普8日表示，将对所有进口到美国的铜征收50%的新关税，引发铜市场异动，纽约COMEX铜创出近几十年最大涨幅，而伦敦LME铜则出现快 速下跌走势，两地铜价差攀升至历史极值。 多位接受新华财经采访的分析师均表示，美国关税政策落地后，全球铜价走势进一步分化，后续铜供应链或面临重构，中美欧三地铜价或呈现"美国价格逼 空上行，欧洲价格承压下行，中国价格抗跌韧性"的剧烈分化。 中美欧三地铜价走势分化 受关税政策扰动，隔夜市场纽约COMEX铜期货大幅拉升，日内一度飙升17%，创下单日最大涨幅纪录，最高报每磅5.8955美元（约合每吨12628美元）。沪 铜夜盘也跟随纽铜小幅上涨，收报每吨80030元，表现稳健；但跨市场套利资金则打压LME铜价，伦敦LME铜走势承压，收跌1.22%，报每吨9665美元，美 铜和伦铜价差一度攀升至每吨2750美元的历史极值。 图片来源：新华财经 物产中大期货副总经理、首席经济学家景川对新华财经解释称，在特朗普关税政策扰动下，引发市场对美国铜供应中断的担忧，或加剧全球铜库存分布失衡 的局面。 与此同时，纽约伦敦铜价差持续攀升，吸引大量跨市套利交易，这些套利行为加剧了市场扭曲。短期内有 ...