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 ...

Group 1 - The third Chain Expo opened on July 16, with Thailand as the guest country and Shandong and Guangdong as guest provinces, featuring international cooperation discussions and multiple agreements [1][3] - A total of 78 companies from Shandong exhibited over 1,000 products across 2,600 square meters, while Guangdong organized 64 companies to showcase advancements in robotics and biomedicine [1] - The event attracted over 300 domestic and foreign business institutions and companies from various countries, leading to preliminary cooperation intentions [3] Group 2 - The senior vice chairman of Charoen Pokphand Group expressed interest in further investment in China, leveraging advancements in artificial intelligence to enhance their global supply chain [5] - Apple's Asia operations and procurement vice president highlighted that 80% of their major suppliers are based in China, utilizing automation, big data, and AI in production processes [5] - Korean participants noted that the Chain Expo has become a significant platform for global supply chain cooperation and technological innovation, reinforcing China's role as an "enabler" in the global supply chain [5][7] Group 3 - A clean energy-themed event at the Chain Expo showcased China's advancements in renewable energy, with the country having the largest and fastest-growing renewable energy system globally [8][10] - As of May, China's installed capacity for wind and solar power surpassed that of thermal power, reaching 1.65 billion kilowatts, with nuclear power also leading globally [12] - The China Council for the Promotion of International Trade reported unprecedented growth in global energy transition investments over the past five years, with an expected $2.2 trillion directed towards renewable energy and nuclear power by 2025 [14] Group 4 - The Chain Expo featured a clean energy exhibition area, highlighting the entire supply chain from energy supply to consumption, with South Africa organizing around 30 companies to promote cooperation in manufacturing and renewable energy [18] - The Global Supply Chain Promotion Report was released, analyzing the latest trends in the global supply chain and outlining China's contributions to its development [19] - The global supply chain index matrix indicates stable overall development, with improvements in promotion, connection, innovation, and resilience indices from 2018 to 2024 [21][23]

Group 1: Event Overview - The third China International Supply Chain Promotion Expo (Chain Expo) opened in Beijing with the theme "Linking the World, Creating the Future" [1] - The expo aims to enhance trade promotion, investment cooperation, innovation aggregation, and learning exchange among countries [1] Group 2: Participation and Innovations - A total of 651 companies and institutions from 75 countries and regions participated, with 35% being foreign exhibitors [2] - Notable innovations included Sumitomo Electric's gallium arsenide substrates for semiconductor applications, showcasing low crystal defect density and high uniformity [2] - The National Energy Group presented a CO2 capture and resource utilization model, highlighting China's strong capabilities in clean energy technology [2] Group 3: Industry Insights - Cargill showcased a full range of products in agriculture, food, and animal nutrition, emphasizing the growing demand for diverse, nutritious, and environmentally friendly food in China [3] - Medtronic has developed nearly 7,000 supply chain partners in China, establishing a significant innovation hub in the global value chain [3] - Wacker Chemie explored applications of silicone materials in new energy vehicles, indicating the rapid development and market potential of China's EV industry [3] Group 4: Global Supply Chain Cooperation - The expo featured advanced industrial models and innovative products, with over 100 new launches expected, a 10% increase from the previous year [4] - South Africa's participation highlighted the importance of the expo as a platform for showcasing export diversity and enhancing cooperation with Chinese enterprises [4] - Thailand's Deputy Minister emphasized the expo's role in strengthening global supply chains and fostering sustainable economic growth [5] Group 5: Commitment to China - Corning expressed confidence in the Chinese market, citing its long-term commitment and the favorable investment environment [6] - Siemens has established a comprehensive ecosystem in China, covering over 50,000 customers and nearly 10,000 suppliers, underscoring China's critical role in global supply chains [6] - Schneider Electric noted China's significance as a stable component of global supply chains, driven by its large market size and strong industrial foundation [6]

第三届中国国际供应链促进博览会昨天在北京开幕。会上，《全球供应链促进报告》同步发布，首发供 应链四大指数矩阵，为全球供应链的深度合作提供"中国方案"。《报告》系统分析了全球供应链促进体 系在过去一年的最新态势，总结了中国为促进全球供应链发展而做出的主要实践和带来的最新机遇。并 聚焦全球前沿技术、关键产品研发的最新动态，绘制了无人机、AR眼镜和葡萄酒等6种产品的全球供应 链图谱。全球供应链指数矩阵显示：全球供应链整体发展仍较稳定，2018—2024年，构成全球供应链指 数矩阵的促进、连接、创新和韧性四个指数值均有所提升。(央视新闻) ...

Core Viewpoint - The third China International Supply Chain Promotion Expo (Chain Expo) showcases the vitality and creativity of the global business community, emphasizing the urgent need for companies in the supply chain to find partners, application scenarios, and solutions in the current environment [1]. Group 1: International Participation - This year's Chain Expo features 651 enterprises and institutions from 75 countries and regions, with the proportion of foreign exhibitors increasing from 32% in the previous year to 35% this year [4]. - The actual number of exhibitors reached 1,200, including over 500 partners from the upstream and downstream of the supply chain, highlighting the growing internationalization of the event [4]. - The establishment of various supply chain exhibitor alliances at this year's expo aims to facilitate more tangible cooperation among supply chain participants [4]. Group 2: Foreign Enterprises' Commitment - Many foreign enterprises have been deeply engaged in the Chinese market for decades, with Honeywell having established a complete localized value chain in China over its 90 years of presence [7]. - Airbus has been collaborating with the Chinese aviation industry for 40 years, making China its largest single-country market for civil aircraft [7]. - The participation of Airbus and its Chinese supply chain partners at the expo underscores the integration of capable Chinese companies into Airbus's global supply chain [7]. Group 3: Apple's Engagement - Apple has participated in the expo for the third time, emphasizing its ongoing investment and collaboration with Chinese suppliers, with over 80% of its 200 major global suppliers having factories in China [8]. - The global supply chain index matrix released at the event indicates a stable overall development of global supply chains, with improvements in the indices of promotion, connection, innovation, and resilience from 2018 to 2024 [8]. Group 4: Global Cooperation and Initiatives - The opening ceremony featured the reading of the "Beijing Initiative," which calls for global business communities to practice true multilateralism and promote a fair, open, and predictable market environment [10]. - The initiative emphasizes the importance of maintaining the resilience and stability of global supply chains as a crucial factor in driving world economic development [10]. - Representatives from various countries highlighted the need for continued cooperation in supply chain management to ensure future prosperity and sustainable development [10].

Core Insights - The overall trend of global supply chains is positive, but their resilience remains relatively weak [4][6] - China is injecting more certainty into global supply chain cooperation amid global uncertainties [2][3] Group 1: Global Supply Chain Trends - The global supply chain development is characterized by improved infrastructure connectivity, particularly in developing countries, and a rebound in maritime connectivity [2][3] - International trade rules are increasingly focused on inclusive development, with many new bilateral agreements led by developing countries [2][3] - Major economies are implementing policies to enhance their supply chain resilience, although some of these policies exhibit protectionist tendencies [2][3] Group 2: Technological and Financial Innovations - Technological innovations, such as augmented reality and generative AI, are significantly driving global supply chains towards digitalization and sustainability [3] - Financial services are becoming more inclusive, with international financial institutions supporting financing for developing countries and addressing trade financing gaps for SMEs [3] Group 3: Global Supply Chain Index Matrix - The newly released global supply chain index matrix includes four indices: Promotion Index, Connectivity Index, Innovation Index, and Resilience Index, which assess various aspects of supply chains [4][5] - The Promotion Index has increased to 2.71 from 2018 to 2024, driven by improvements in infrastructure connectivity and technological innovation [5] - The Connectivity Index has risen to 1.56, reflecting better internal connections within supply chains [5] Group 4: Recommendations for Improvement - To ensure stable global supply chains, there is a need for efficient infrastructure networks and adherence to open, inclusive bilateral rules [7] - Policies should promote mutual benefits and avoid protectionism, while fostering a vibrant environment for innovation and cross-border flow of resources [7] - Continuous tracking and improvement of global supply chain research are essential for building a secure and efficient global supply chain [7]

Core Viewpoint - The global supply chain is showing a positive development trend, with key indices indicating overall stability and growth from 2018 to 2024 [4][5]. Group 1: Global Supply Chain Indices - The Global Supply Chain Index Matrix includes four indices: Promotion Index, Connectivity Index, Innovation Index, and Resilience Index, all of which have shown an upward trend from 2018 to 2024 [4][5]. - The Promotion Index has increased to 2.71, the Connectivity Index to 1.56, the Innovation Index to 2.16, and the Resilience Index to 1.22, with 2018 set as the base year [5]. Group 2: Implications of the Indices - The results indicate that the global supply chain is moving towards greater efficiency and vitality, with economic globalization being a prevailing trend [4][5]. - Despite the positive trends, the Resilience Index remains relatively weak, indicating challenges in the safety and stability of the global supply chain [5]. Group 3: Recommendations for Improvement - Five recommendations have been proposed to enhance the global supply chain: 1. Build efficient and connected infrastructure networks to support stable operations [6]. 2. Maintain open and inclusive multilateral rules to resolve trade disputes [6]. 3. Formulate mutually beneficial supply chain policies to promote diversification [6]. 4. Create a vibrant innovation environment to facilitate the free flow of innovative elements [6]. 5. Improve inclusive and secure financial service systems to ensure safe operations [6]. Group 4: Role of China Council for the Promotion of International Trade - The China Council for the Promotion of International Trade aims to connect domestic and foreign business communities, providing a platform for cooperation and development in the global supply chain [6].

智通财经7月16日电，在正在举行的第三届中国国际供应链促进博览会上，中国贸促会对外发布了《全 球供应链促进报告》和全球供应链指数矩阵。全球供应链指数矩阵显示，全球供应链整体发展仍较稳 定，2018—2024年，构成全球供应链指数矩阵的促进、连接、创新和韧性四个指数值均有所提升。调查 数据显示，当促进指数、连接指数、创新指数三者均上升时，韧性指数才会上升，表明只有全球供应链 促进体系各方面共同发力，全面提升发展环境、连接程度和创新能力，才能真正增强全球供应链的韧性 水平。 全球供应链促进报告与指数发布 创新等四指数值均有所提升 ...

Group 1 - The third China International Supply Chain Promotion Expo (Chain Expo) opened on July 16, themed "Linking the World, Creating the Future," showcasing a stronger international presence and innovation compared to previous editions [1][3] - This year's expo featured 651 exhibitors from 75 countries and regions, with foreign exhibitors increasing from 32% to 35% compared to the last event, and a total of 1,200 actual exhibitors including over 500 partners from the supply chain [1][3] - The expo emphasized helping businesses find partners, applications, and solutions, with over 70 diverse thematic activities planned and the establishment of an exhibitors' alliance for enhanced supply chain collaboration [1][3] Group 2 - The Chain Expo introduced an innovation chain exhibition area and a new product launch area, continuing to release global supply chain promotion reports and the global supply chain index matrix [3] - The event serves as a crucial platform for promoting international industrial cooperation and instilling confidence and resilience in the global supply chain amidst challenges like geopolitical tensions and trade barriers [3][4] - The Beijing Initiative was announced, urging the global business community to leverage opportunities from technological revolutions and industrial transformations, focusing on areas like AI, quantum information, and healthcare [4][5]

Group 1: Trade Data and Trends - In the first half of 2025, China and the US experienced a significant decline in trade, with total import and export value at 2.08 trillion yuan, a year-on-year decrease of 9.3% [1] - Exports from China amounted to 1.55 trillion yuan, down 9.9%, while imports were 530.35 billion yuan, down 7.7% [1] - Despite the decline in US-China trade, China's overall foreign trade reached a historical high of 21.79 trillion yuan, growing by 2.9% year-on-year [1] Group 2: US Tariff Policies - The US has expanded its tariff measures globally, targeting not only China but also countries like Japan, South Korea, and Canada, aiming to reshape global trade rules [3] - The US has implemented policies to limit the use of Chinese materials in renewable energy projects and has canceled tax exemptions for packages under $800, impacting Chinese cross-border e-commerce [3][5] - Trump's approach is characterized as coercive, aiming to pressure allies into compliance, which disrupts global supply chains [3] Group 3: China's Response and Trade Strategy - China is pursuing a more open trade policy, offering zero-tariff treatment to all least developed countries and planning to extend this to 53 African nations [5] - China is actively enhancing trade cooperation with ASEAN, the EU, Central Asia, and Africa, demonstrating its commitment to open markets [5] - The Chinese government emphasizes dialogue and cooperation as the path forward, rejecting coercive tactics from the US [7][8] Group 4: Global Economic Implications - The ongoing trade tensions and tariff measures are seen as detrimental to global economic stability, with a stable trade environment being a common aspiration among nations [8] - The trajectory of US-China trade relations is critical not only for the two countries but also for the recovery and growth of the global economy [8]