Core Viewpoint - The global supply chain is evolving towards greater efficiency, resilience, and international cooperation despite facing significant challenges from the pandemic, geopolitical changes, and rapid technological advancements [1][2]. Group 1: Global Supply Chain Trends - The "Global Supply Chain Promotion Report" indicates a focus on inclusive development of global supply chains, with developing countries accelerating their integration into these networks [1][2]. - Key indicators such as the promotion index, connection index, and innovation index are at historical highs for 2024, driven by innovation investments and activities across the supply chain [2][3]. - The resilience index has seen a decline over the past two years, although it has slightly increased in 2024, it remains below 2021 levels, indicating ongoing challenges in supply chain resilience [2][3]. Group 2: Supply Chain Resilience - The average annual compound growth rates from 2018 to 2024 for the promotion index, connection index, and innovation index are 18.1%, 7.7%, and 13.7% respectively, while the resilience index lags at 3.4% [3]. - The resilience index's fluctuations suggest that the quality of global supply chains is unstable and vulnerable to various adverse factors [3]. - Experts emphasize the need for collaborative efforts to enhance the development environment, connectivity, and innovation capabilities of global supply chains to improve resilience [3]. Group 3: Global Cooperation Efforts - Global discussions are ongoing to enhance supply chain resilience, with a focus on understanding and building resilience in response to disruptions caused by various crises [5]. - The importance of embedding resilience into upstream systems and policies rather than retrofitting it post-crisis is highlighted, suggesting a proactive approach to trade strategies and infrastructure [5]. - Asia is emerging as a vital supply chain ecosystem, with China and ASEAN playing complementary roles, reflecting a new regional framework that balances complexity and connectivity [6]. Group 4: Trade Relationships - In 2024, trade between China and the EU is projected to reach nearly €725 billion, with China becoming the EU's largest trading partner, indicating deep interdependence [6]. - The focus on advanced manufacturing, agricultural products, life sciences, and energy underscores the desire for deeper integration between Europe and China [6]. - The globalization of supply chains is seen as an opportunity to share experiences and plans, fostering collaboration in digital transformation, green logistics, and innovation [6].

Group 1: Event Overview - The third China International Supply Chain Promotion Expo was held in Beijing from July 16 to 20, attracting 651 enterprises from 75 countries and regions [1] - The expo focused on smart manufacturing, green transformation, and multinational collaboration, aiming to inject new momentum into the stability and development of global supply chains [1] Group 2: Company Highlights - Honeywell showcased over 95% of its physical exhibits developed by its local team in China, launching smart ship solutions and efficient operation modules for smart building management [1] - HP emphasized its deep integration into the Chinese industrial chain, showcasing AI-driven manufacturing solutions and a full lifecycle support model for various industries [2] - Maersk introduced integrated solutions for sea, air, and land transport, achieving over 90% on-time delivery rates in its shipping operations [3] - Corning presented its material science innovations and commitment to long-term investment in China, highlighting its contributions to the supply chain [4] - Panasonic displayed innovative solutions for urban living, emphasizing its commitment to supply chain innovation and collaboration [5] - Golden Agri-Resources launched a global electronic catalog and showcased sustainable packaging solutions, reinforcing its role in the green supply chain [6] - Siemens presented a comprehensive solution for enterprises going global, leveraging its extensive ecosystem and digital technologies [7] - Rio Tinto and China Baowu Steel Group focused on green supply chains and global industry cooperation, showcasing key materials for energy transition [8]

Group 1 - The blockage of the Suez Canal by the "Ever Given" ship highlighted the vulnerability of global supply chains, causing an estimated loss of $6 to $10 billion per week due to the disruption of 422 vessels carrying goods worldwide [1][3] - Supply chain services are essential for integrating logistics, finance, legal, and customs operations, utilizing data and algorithms to create a protective barrier for global trade [3][4] - Financial service coverage significantly enhances supply chain resilience, with a 10% increase in coverage correlating to a 30% rise in resilience index [4] Group 2 - The 2024 forecast indicates that China's export credit insurance will exceed $1 trillion for the first time, with record high export penetration rates and customer service numbers [4] - Innovative financial solutions, such as Standard Chartered's "SC Global Chain," are being introduced to support companies entering international markets [4] - The true competitive advantage for globally positioned companies lies in their ability to utilize data-driven warning systems rather than traditional physical assets [5]

Core Viewpoint - The third China International Supply Chain Promotion Expo, themed "Linking the World, Creating the Future," showcases the depth and breadth of global industrial chains, with participation from 75 countries and regions, highlighting both established and new exhibitors [1]. Advanced Manufacturing Chain - Airbus China collaborates with 10 Chinese partners to demonstrate the tight integration of its supply chain with Chinese suppliers, emphasizing product quality, delivery efficiency, and innovation as key factors for success [2][5]. - Hubei Hangyu Jiatai Aircraft Equipment Co., Ltd. became the first domestic seat manufacturer in Airbus's supplier directory in 2018 and achieved 100% on-time delivery, earning the title of "Airbus Quality Supplier" in 2023 [2]. - Zhejiang Xizi Aviation Industry Group has expanded its product offerings within Airbus's supply chain since joining in 2013, receiving high evaluations for its quality and delivery capabilities [3][6]. - The establishment of a flexible production capacity mechanism has been crucial for timely deliveries in the aviation industry [3]. - Airbus plans to establish a second assembly line in China, recognizing the market's significance and the need for a resilient supply chain post-pandemic [5][6]. Smart Automotive Chain - The "Smart Automotive Chain" exhibition at the expo highlights the collaboration and competition among global automotive companies, showcasing the entire production process from raw materials to finished vehicles [6][7]. - Chinese companies are leading in various segments of the automotive supply chain, with significant advancements in electric and intelligent vehicle technologies [7][9]. - The automotive industry is characterized by a long and complex supply chain, with clear divisions of labor among upstream, midstream, and downstream enterprises [7][9]. - The collaboration between domestic and international companies is essential for innovation and development in the automotive sector [9]. Digital Technology Chain - Apple continues to strengthen its partnerships with Chinese suppliers, showcasing advancements in smart manufacturing and environmental protection at the expo [10][12]. - Xinwanda, a core battery supplier for Apple, has invested heavily in R&D, exceeding 3.3 billion USD last year, and has developed a magnetic levitation conveyor line to enhance production efficiency [10][12]. - The emphasis on localizing key components has been a focus for suppliers like Jieshida, which has developed its own robotic systems to reduce costs and energy consumption [11][12]. Green Agriculture Chain - The journey of potatoes from farm to table illustrates the modernization and efficiency of China's agricultural supply chain, with McDonald's showcasing its local potato cultivation practices [13][14]. - Advanced agricultural technologies, including IoT and big data, have significantly increased potato yields and streamlined the supply chain from planting to processing [14]. - The growing demand for high-quality protein in China is driving investment in agricultural supply chains, with companies like Louis Dreyfus expanding their operations to meet consumer needs [15][17].

Group 1: Digital Technology Trends - The third China International Supply Chain Promotion Expo showcased innovations in digital technology and supply chain development, featuring smart robots and real-time supply chain analysis systems [1] - Artificial intelligence (AI) emerged as the core theme, with various companies demonstrating AI applications to enhance supply chain resilience and efficiency [3][4] - Companies like Lenovo and HP presented solutions that integrate AI and smart manufacturing to improve decision-making and operational transparency within supply chains [3][4] Group 2: Company Participation and Collaborations - Jiechuan Intelligent Technology Co., Ltd. highlighted its electromagnetic capture technology, emphasizing the importance of the expo for fostering industry collaborations and enhancing urban safety [2] - Apple Inc. showcased its commitment to smart and green manufacturing in China, having invested $20 billion over the past five years to upgrade local supply chains [4] - Shandong Innovation Group demonstrated its recycling technologies in collaboration with Apple, reflecting a focus on sustainable practices within the supply chain [4][5] Group 3: Global Supply Chain Integration - The expo facilitated deeper cooperation among domestic and foreign enterprises, enhancing connections within the global supply chain [4][5] - Companies expressed that the expo serves as a platform for trade promotion, investment cooperation, and innovation exchange, driving the transformation and sustainable development of global supply chains [5]

Core Viewpoint - The article discusses the importance of maintaining intelligent, green, and global supply chains, highlighting the recent China International Supply Chain Promotion Expo in Beijing, which showcased various innovations and collaborations among companies, particularly from Shandong province [2][12]. Group 1: Supply Chain Innovations - The expo featured 651 participating companies, with Shandong province showcasing 78 enterprises and over 1,000 exhibits, emphasizing the transition from traditional manufacturing to modern supply chains [2][12]. - Inspur Group presented four new products aimed at reducing energy consumption by 40% and enhancing operational efficiency through intelligent maintenance robots [3][4]. - The supply chain is undergoing a transformation from cost-based advantages to collaborative innovation and efficient global resource integration [4]. Group 2: Agricultural Advancements - Zhonghe Agricultural Innovation (Qingdao) introduced a fifth-generation intelligent modular mushroom cultivation chamber, achieving over 30% increase in yield and 46% energy savings compared to traditional greenhouses [6][7]. - The company aims to address the low industrialization rate of China's mushroom industry, which stands at only 7.5% compared to over 80% in Japan and South Korea [6][7]. Group 3: Port and Logistics Development - Shandong Port Group is central to a supply chain model that emphasizes collaboration and global connectivity, with a focus on green and digital transformation [9][10]. - The port has launched a "one order" iron-sea intermodal transport service, significantly reducing transit times by 50% compared to traditional methods [9][10]. - By 2024, Shandong Port is projected to handle 1.81 billion tons of cargo, solidifying its position as one of the largest port clusters globally [11]. Group 4: Shandong's Economic Position - Shandong's strategic location and robust industrial base make it a key player in China's supply chain, with a diverse industrial structure covering 41 major categories [12][13]. - The province is transitioning from a traditional industry reliance to a collaborative model that integrates emerging and future industries [13][14]. - Shandong's agricultural production value has consistently exceeded 1.2 trillion yuan, showcasing its strength in green and low-carbon agricultural development [8][12].

Core Viewpoint - The article highlights the growth and strategic initiatives of EVE Energy Co., Ltd., a leading lithium battery manufacturer in China, emphasizing its global expansion, technological advancements, and commitment to high-value products in the lithium battery industry [2][11][12]. Company Overview - EVE Energy was founded in 2001 by Liu Jincheng in Huizhou, Guangdong, and has evolved from consumer batteries to power and energy storage batteries, becoming a globally competitive player in the lithium battery sector [2]. - The company employs over 28,000 people and has established 12 production bases across Asia, Europe, and America, showcasing its global manufacturing and service capabilities [2]. Product and Market Position - EVE Energy's lithium primary batteries have ranked first in sales and exports in China for eight consecutive years since 2016. In 2024, the company is expected to rank first in domestic cylindrical battery shipments and fourth globally [11]. - The company’s power battery installation volume ranks fifth in China, with a shipment volume of 30.29 GWh, reflecting a year-on-year growth of 7.87%. Its energy storage battery shipments are projected to reach 50.45 GWh, marking a significant year-on-year increase of 91.90% [11]. Technological Advancements - EVE Energy is at the forefront of solid-state battery development, planning to achieve production breakthroughs for its self-developed all-solid-state soft-pack batteries by 2026, targeting energy densities of 350 Wh/kg and 800 Wh/L [11]. - The company aims to launch a high-energy solid-state battery product with over 1000 Wh/L by 2028, positioning itself ahead of competitors who have set their mass production timelines for 2027 [11]. Industry Strategy - The company emphasizes the importance of avoiding low-price competition in the lithium battery sector, advocating for high-technology and high-value products instead [12]. - EVE Energy is expanding its global footprint through overseas factories and subsidiaries, with projects in Malaysia and Hungary aimed at enhancing local production capabilities and supply chain resilience [13]. Financial Strategy - EVE Energy plans to issue H-shares on the Hong Kong Stock Exchange to support its capital needs for overseas factory construction, aiming for a diversified financing approach [16]. - The company has launched a global lithium battery recycling platform, enhancing resource recovery rates to over 85%, thereby promoting a sustainable and circular economy in the lithium battery industry [16].

Group 1 - The core viewpoint of the article highlights the strong performance and future strategic direction of Seres' new energy vehicle business, with a reported annual sales volume of 426,885 units, a year-on-year increase of 182.84% [1] - The company achieved a net cash flow from operating activities of 22.52 billion yuan, indicating robust financial health [1] - Seres plans to invest 7.053 billion yuan in R&D for 2024, reflecting a year-on-year growth of 58.9%, which supports its innovation and product development [1] Group 2 - In the supply chain sector, Seres has implemented a deep integration strategy, reducing the number of first-tier suppliers from 300 to 100, including partnerships with 20 world-class suppliers like CATL [2] - The innovative "factory-in-factory" model allows core suppliers' production lines to be embedded within Seres' super factories, achieving a response time of under 20 minutes for production line adjustments [2] - The AITO brand has shown strong competitiveness in the luxury car market, with a single vehicle transaction price exceeding 400,000 yuan, and the AITO M9 leading in net promoter score (NPS) [2] Group 3 - The overseas market is identified as a new growth driver, with Seres establishing a network of 50 dealers in ASEAN and operating a smart factory in Indonesia [2] - The company is focusing on expanding into Gulf countries, with a subsidiary already set up in the UAE and ongoing efforts in Qatar and Saudi Arabia [2] - At the expo, Seres showcased its full range of AITO models and core technologies, aiming to connect with global industry resources [3]

Group 1 - The core of supply chain resilience is cooperation, and all parties involved need to maintain trade stability and innovative collaboration with an open mindset [2] - The cooperation between China and the US in the fields of new energy vehicles and green energy can allow companies to share growth dividends and enable people in both countries and globally to enjoy sustainable lifestyles brought by technological advancements [2] - The Chinese new energy vehicle industry is experiencing rapid growth, providing significant momentum for companies like Onsemi that focus on semiconductor applications in automotive [2] Group 2 - Onsemi's silicon carbide product solutions are widely used in new energy vehicles, new energy generation, and energy storage systems, positioning the company strongly in the market [1][2] - By the first quarter of 2025, cumulative sales of new energy vehicles in China are expected to grow by 45.9% year-on-year, with a penetration rate of 45% [2] - Nearly half of the new electric vehicle models launched at the Shanghai International Auto Show in May utilized Onsemi's silicon carbide solutions, which are set to enter mass production by the end of 2025 [2] Group 3 - The Chinese market's large scale, rapid product iteration, and high consumer acceptance of new technologies have greatly benefited Onsemi, allowing the company to quickly respond to differentiated customer demands [3] - Onsemi aims to deepen its integration with the local industry chain in China, helping partners strengthen their global competitiveness while enhancing Onsemi's position in the global semiconductor supply chain [3] - The strategic direction of building supply chain resilience and promoting sustainable development in China aligns closely with Onsemi's goal of creating a sustainable industrial ecosystem [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]