新京报贝壳财经讯 7月18日，在第三届链博会上，中国海事仲裁委员会、中国贸促会研究院联合发布 《海事仲裁护航企业参与全球供应链研究》报告（以下简称报告）。报告首次将海事仲裁与全球供应链 发展联系起来进行针对性、系统性的研究，旨在推动海事仲裁在服务全球供应链发展中发挥更大作用。 全球供应链始于海运。在全球化的浪潮中，海运作为国际贸易的基石，承载着全球90%以上的贸易量， 是连接各国经济的重要纽带。但近年来，海事领域普遍存在的航程延长、保险费率飙升、交易价格上涨 等问题，间接引发了各类国际海事争议。 对于中国海事仲裁护航企业参与全球供应链，报告建议，要重视服务保障，充分发挥海事仲裁维护全球 供应链稳定畅通作用；完善法律制度，保障我国海事仲裁高质量发展；加大政策支持，助力我国海事仲 裁竞争力提升；借鉴境外临时仲裁经验，推动我国海事仲裁制度规则创新；构建协同培养机制，大力推 进我国海事仲裁人才队伍建设；加强国际仲裁合作，积极参与全球海事仲裁治理。 编辑 姜樊 校对 赵琳 报告显示，气候变化、地缘政治紧张局势加剧、全球经济波动以及技术革新等多重因素交织影响，正深 刻改变全球海运，对全球供应链的安全运转形成挑战，给诸多链 ...

Group 1 - The core message of the news highlights the increasing reliance of American companies on China's supply chain, as evidenced by their participation in the China International Supply Chain Promotion Expo [2][3] - Nvidia's CEO Jensen Huang emphasized the importance of integrating into China's supply chain for sustainable development and announced plans to sell advanced H20 chips in the Chinese market [2] - Apple showcased its commitment to China, revealing that over 80% of its 200 major global suppliers are based in China, and it has invested over $20 billion in smart and green manufacturing in the country over the past five years [4] Group 2 - The expo saw a 15% increase in the number of American exhibitors compared to the previous year, indicating a growing interest in China's vast consumer market and supply chain ecosystem [3] - Tesla highlighted its local production capabilities, with 95% of the components for its Model 3 and Model Y vehicles sourced locally, and its Shanghai factory producing a new car approximately every 37 seconds [4] - Corning's investment in China is set to increase by $500 million this year, focusing on local production of high-end optical fibers to meet the rising demand driven by the AI era [6][7] Group 3 - Medtronic plans to launch a fully localized medical device product in China by 2024, showcasing the rapid innovation cycle achievable in the Chinese market [6][7] - American companies recognize that continuous investment in China is essential for maintaining competitive advantages and driving global innovation [7]

Core Insights - The third China International Supply Chain Promotion Expo opened in Beijing, featuring the release of the 2025 Global Supply Chain Promotion Report and four indices: Promotion Index, Connection Index, Innovation Index, and Resilience Index [1][3] Group 1: Global Supply Chain Trends - Global supply chain development is characterized by improved infrastructure connectivity, increased participation of developing countries in trade agreements, and a focus on enhancing supply chain resilience among major economies [3] - Technological innovation is playing a more significant role in driving global supply chains, while financial services are becoming more inclusive, enhancing the role of supply chain finance [3] Group 2: Index Performance - The indices are based on 2018 as the base year, with values for 2024 showing increases: Promotion Index at 2.71, Connection Index at 1.56, Innovation Index at 2.16, and Resilience Index at 1.22 [4] - From 2018 to 2024, the average annual compound growth rates for the Promotion Index, Connection Index, and Innovation Index were 18.1%, 7.7%, and 13.7% respectively, while the Resilience Index had a lower growth rate of 3.4% [4] - The Resilience Index has shown a decline for two consecutive years since 2022, indicating instability in the global supply chain's internal quality [4][5] Group 3: Interdependence of Indices - The Resilience Index only increases when the Promotion, Connection, and Innovation Indices also rise, highlighting the need for a comprehensive enhancement of the global supply chain promotion system to improve resilience [5]

Group 1 - The global supply chain is showing an overall positive development trend, with a strong push for open cooperation among countries [2] - The "Global Supply Chain Promotion Report" and the global supply chain index matrix were released, highlighting improvements in the promotion, connection, innovation, and resilience indices from 2018 to 2024, with the promotion index increasing from 1 to 2.71 [2] - The resilience index remains relatively weak, indicating that the internal quality of the global supply chain is unstable and vulnerable to various adverse factors [4] Group 2 - Open cooperation in the global supply chain is essential for companies like Qualcomm, which benefits significantly from such collaboration [2][3] - The innovation index has risen to 2.16, driven by investments in innovation across the supply chain, highlighting the increasing importance of technological advancements [7] - Companies are focusing on technology investments to enhance the "innovation chain" and improve the quality and efficiency of the global supply chain [8]

Core Insights - The demand for "green durian" is rising among major importers like China and the EU, accelerating the low-carbon transformation of Thailand's durian industry [4] - The integration of railway transport enhances the efficiency and timeliness of tropical fruit delivery from Southeast Asia to China, with significant growth in durian shipments [6] - The journey of durian from Thailand to China exemplifies a globalized supply chain transformation, emphasizing low-carbon practices, smart logistics, and consumer-driven value [8] Industry Transformation - The Thai durian industry is adopting organic farming and ecological agriculture to reduce chemical inputs in the planting phase [4] - Processing companies in Thailand are piloting projects to convert waste durian shells into biomass fuel, reducing reliance on diesel [4] - The logistics sector is utilizing a "railway + sea transport" model to minimize carbon emissions from road transport [4] Logistics Efficiency - The introduction of railway transport provides a more efficient, timely, and low-loss option for transporting tropical fruits to China [6] - As of mid-July, the total shipment of tropical fruits via the China-Laos railway reached 150,000 tons, with Thai fruits accounting for 142,000 tons, marking a 48% increase compared to the previous year [6] Supply Chain Evolution - The journey of durian illustrates a new type of industry chain network forming, characterized by low-carbon connections, railway logistics, and demand-oriented strategies [8]

Core Insights - The third China International Supply Chain Promotion Expo is being held from July 16 to 20, showcasing advancements in global supply chain connectivity and infrastructure [1] - The 2025 Global Supply Chain Promotion Report highlights the increasing connectivity of global infrastructure, particularly in the Global South, and the steady improvement in traditional and new infrastructure [1] - Technological innovation, including advancements in digital and green technologies, is driving the evolution of global supply chains towards digitization and sustainability [1] Group 1 - The report indicates a significant rise in traditional infrastructure such as railways, airports, and ports, alongside new infrastructure like 5G and computing power, which supports the secure operation of global supply chains [1] - China is enhancing its infrastructure connectivity and promoting high-level opening-up to foster global supply chain cooperation, focusing on supply chain financial services and efficiency improvements [1] - The report emphasizes the importance of diversifying supply chains and enhancing productivity to inject certainty into global supply chain collaboration amid uncertainties [1] Group 2 - The report also focuses on the latest developments in global supply chains for cutting-edge technologies and key products, including drones, AR glasses, humanoid robots, hydropower, soybeans, and wine [2] - It provides a clear mapping of the upstream and downstream distribution of these supply chains and summarizes the supply chain-related policies introduced by major economies [2] - China's innovative practices and contributions to the development of these supply chains are highlighted in the report [2]

Core Viewpoint - The report and the global supply chain index matrix released by the China Council for the Promotion of International Trade highlight China's commitment to enhancing global supply chain development and cooperation, showcasing significant advancements in infrastructure and technology over the past year [1][2]. Summary by Relevant Sections Global Supply Chain Development - The report outlines that global infrastructure connectivity has improved, with traditional infrastructures like railways, airports, and ports, as well as new infrastructures such as 5G and computing power, showing significant growth [1]. - Technological innovations, including augmented reality and generative artificial intelligence, are increasingly driving global supply chains, leading to a new phase characterized by digitalization and sustainability [1]. China's Role in Global Supply Chains - China has been enhancing infrastructure connectivity, promoting high-level opening-up, and facilitating global supply chain cooperation, thereby injecting more certainty into global supply chain collaboration amidst global uncertainties [2]. - The report emphasizes China's efforts in developing new productive forces and improving global supply chain financial services [2]. Global Supply Chain Index Matrix - The index matrix visually represents the trends in global supply chains, indicating that all four indicators from 2018 to 2024 have shown an upward trend, affirming the direction of economic globalization [3]. - However, the resilience index has increased at a slower rate compared to other indices, indicating that the internal quality of global supply chains remains relatively unstable and vulnerable to adverse factors [3]. Recommendations for Supply Chain Stability - To ensure stable global supply chain operations, it is recommended to build efficient and connected infrastructure networks, maintain open and inclusive bilateral rules, and create mutually beneficial supply chain policies [3]. - Additionally, fostering a vibrant innovation environment and improving financial service systems are essential for safeguarding global supply chain operations [3].

Group 1 - Apple collaborates with three Chinese suppliers, showcasing the tight integration of global supply chains, with over 80% of its top 200 suppliers having factories in China [1] - The China International Supply Chain Promotion Expo aims to enhance global connectivity and promote a more stable and resilient supply chain system amid geopolitical tensions and rising protectionism [2][3] - The "Global Supply Chain Promotion Report" and global supply chain index matrix were released, indicating a positive trend in global supply chain development despite uncertainties [5][6] Group 2 - The report highlights that from 2018 to 2024, the promotion index of the global supply chain matrix is expected to grow from a base value of 1 to 2.71, indicating significant improvement [5] - The resilience index, however, shows slower growth and greater volatility, indicating a weakness in the global supply chain that requires collective efforts to enhance [8][9] - The expo serves as a platform for continuous dialogue, fostering connections among diverse participants to explore collaborative solutions for global supply chain challenges [11][12]

Group 1 - The core viewpoint emphasizes the need for a stable yet progressive approach in macroeconomic policies to achieve high-quality development and technological self-reliance, as highlighted by General Secretary Xi Jinping [1][7] - In the first half of the year, a series of coordinated policies have been effectively implemented, leading to a stable economic operation and the growth of new economic drivers [1][7] Group 2 - During the "14th Five-Year Plan" period, significant progress has been made in building a strong intellectual property nation, as reported by the National Intellectual Property Administration [9] - The agricultural and rural economy has shown a positive development trend in the first half of the year, with early rice harvest reaching approximately 60% [2][10] Group 3 - The national postal industry reported a total delivery volume of 1,045.1 billion items in the first half of the year, reflecting a year-on-year growth of 16.9% [11][12] Group 4 - The national electricity load reached a historical high of 1.506 billion kilowatts as of July 16, marking an increase of 0.55 billion kilowatts compared to the same period last year, with overall power supply remaining stable [18]

据彭博社7月14日报道，欧盟敲定了一份长达206页的关税反制清单，拟对价值近720亿欧元的美国商品采取行动，跨大西洋贸易关系由此剑拔弩张。与此同 时，欧盟对中国稀土的需求，也让其在这场贸易博弈中处境更为复杂。 然而，在欧盟强硬的表象之下，内部矛盾也逐渐浮现。据欧洲新闻网消息，欧盟最初拟定的制裁规模高达950亿欧元，后因部分成员担忧过度刺激美国，最 终将规模下调了230亿欧元。在是否对美采取强硬措施的问题上，欧盟内部存在不同声音，部分成员希望通过让步换取特朗普降低关税，毕竟在安全防务方 面，欧盟诸多成员对美国存在高度依赖。 在与美国的贸易摩擦不断升级之际，欧盟对中国稀土的需求使其不得不将目光投向东方。欧盟的新能源、高端制造等产业严重依赖中国稀土，相关数据显 示，欧盟对中国稀土的依赖度超过90%。如今，在贸易战的压力下，欧盟愈发意识到稀土供应稳定的重要性。据悉，欧盟委员会主席冯德莱恩计划访华，其 中一个重要目的便是希望中国在稀土出口管制方面对欧盟放宽限制。 美欧之间的贸易冲突，已然对全球供应链产生了显著冲击。欧美作为全球两大重要经济体，供应链联系紧密，相互之间的关税战，使得依赖欧美供应链的产 业遭受重创。以德国汽 ...