Group 1 - The third China International Supply Chain Promotion Expo (Chain Expo) will be held from July 16 to 20 in Beijing, with the theme "Linking the World, Creating the Future" [1] - Over 650 domestic and foreign enterprises and institutions will participate, representing 75 countries, regions, and international organizations, with more than 65% being Fortune 500 and industry-leading companies [1] - The proportion of overseas exhibitors has increased from 32% in the previous edition to 35% in this edition, indicating a higher level of internationalization [1] Group 2 - Notable multinational companies such as Schneider, L'Oréal, Louis Dreyfus, and Medtronic will participate for the first time [1] - Several international organizations, including the Food and Agriculture Organization, the United Nations Commission on International Trade Law, the United Nations High Commissioner for Refugees, and the International Automobile Federation, will also have dedicated booths for the first time [1] - The expo will feature over 100 new product launches, an increase of 10% compared to the previous edition, and will introduce an innovation chain area for the first time [1] Group 3 - The innovation chain area aims to transform innovative ideas from laboratories into keys for industrial development, facilitating seamless integration between the innovation chain and the industrial chain [2] - This area will showcase 14 participating institutions and enterprises, including international authoritative organizations like the World Intellectual Property Organization and relevant domestic authorities [2] - The innovation chain area will cover three main sections: institutional guarantees, carrier support, and service collaboration, demonstrating the entire process of innovation results from basic research to market feedback [2]

于健龙说，本届链博会新面孔多，参展企业中既有很多连续三届参展的铁杆老朋友，也有230多家首次 参展的中外新伙伴。一些国内重要产业集聚地的企业积极组团参展，比如，宇树科技、强脑科技等新锐 企业将组成浙江人工智能产业链参展，湖北将有18家具身智能企业亮相。新产品多，预计展期将有超过 100项首发首秀首展，比上届增加10%。新看点更多，首次设置创新链专区，首发全球供应链指数矩 阵，首次举办"链博首发站"新品发布活动，首次发布各链条和展区可视化产业图谱等。 中国贸促会副会长李兴乾介绍，第三届链博会对接洽谈活动可归纳为"10+2+N"。"10"是10场主题活 动。目前已经邀请了100多位主题活动的发言嘉宾，包括院士专家、世界500强企业负责人、世界知识产 权组织等9家国际组织的负责人等。"2"是指两场主宾系列活动。主宾国泰国和主宾省山东省将联合举 办"主宾国遇见主宾省"的主题活动，广东省作为主宾省将举办国际供应链合作大会。"N"是相关的政府 部门、商协会机构和企业组织的供应链主题专场活动，目前已经确定的活动超过40场。今年中国担任上 合组织轮值主席国，中国贸促会将在本届链博会期间主办上合组织工商论坛、上合组织实业家委员 ...

Core Insights - JD Group is entering the hotel and tourism industry, aiming to create a seamless supply chain and expressing confidence in its success [1] - The company plans to leverage its supply chain capabilities to significantly reduce costs for customers, with an average gross margin of 60% in the industry compared to JD's target of 20% [1] - JD's business model focuses solely on supply chain management, emphasizing value creation over maintaining industry-standard margins [1] Group 1 - JD's initial focus in the new venture is on convenience stores, addressing counterfeit issues and partnering with consumer brands to streamline supply [1][2] - The company has successfully established partnerships with 1.5 million convenience stores, providing direct supply to reduce counterfeit products and lower distribution costs [1] - JD's future plans include expanding into the restaurant and takeaway sectors, followed by the hotel and tourism industry, all aimed at enhancing the supply chain [2] Group 2 - JD defines its customer experience through three key aspects: product quality, pricing, and service, striving to outperform competitors in all three areas [2] - Future supply chain developments will also encompass beauty and medical aesthetics, as well as various service industries [2] - The company aims to provide comprehensive services to consumers, integrating travel and shopping experiences [2]

"我现在就是想把京东带好，因为走到今天，它早就已经不再属于哪个人了。" 文 丨 管艺雯 宋玮 编辑 丨 宋玮 明天就是 618 购物节，位于北京亦庄的京东总部大堂，"战斗战斗，只做第一" 的红色横幅高悬 于顶。 2025 年，京东进入了久违的全员战斗状态。 它做外卖，3 个月时间，用上百亿的补贴迅速拿下 2500 万订单，打破了外卖市场几年的稳定格 局，它发力即时零售，自建前置仓卖自营的生鲜、酒水、美妆。接下来，京东还要进军酒旅。 整个行业充满疑问：京东为什么要做外卖？京东想做一切吗？ 6 月 17 日傍晚，京东集团创始人、董事局主席刘强东首次分享了京东做外卖、酒旅的逻 辑："京东做所有业务只围绕供应链。" 刘强东说，京东做餐饮、做酒旅，都是为了背后的供应链去做铺垫。"我们做外卖，如果能做到外卖三 分天下，餐饮店不需要去选边站，没有任何平台有能力对它们二选一的时候，那最后比拼得还是 —— 谁的成本好、价格低、服务品质好。" 但供应链是一个更复杂、更难以赚钱、需要更长时间精细运营的生意。从 2017 到 2024 年，美团围绕 食杂零售业务（美团优选、美团快驴、小象超市）投入了近千亿元。 京东在做外卖上投入了很 ...

Event Overview - The third Chain Expo will be held from July 16 to July 20 in Beijing, themed "Linking the World, Co-Creating the Future" [1] - The event is the world's first national-level exhibition focused on supply chains, with over 650 participating companies and organizations from 75 countries and regions, including more than 65% of Fortune Global 500 and industry leaders [1] Exhibition Details - The expo will feature six major supply chain categories: Advanced Manufacturing Chain, Clean Energy Chain, Smart Automotive Chain, Digital Technology Chain, Health Living Chain, and Green Agriculture Chain [1] - Each category will showcase various aspects of the supply chain, from R&D and manufacturing to new technologies and products in clean energy and smart vehicles [1] Notable Participants - Major companies participating include Siemens, China National Chemical Corporation, China National Offshore Oil Corporation, and many others from the Fortune Global 500 [4] - Emerging companies such as Jiechuan Intelligent, Xinheng Pump Industry, and GAC Components will also be present [4] - Notable multinational companies like NVIDIA, Schneider, and L'Oréal will make their debut at the Chain Expo [4] Historical Performance - The second Chain Expo held on November 26, 2024, saw significant stock price increases for logistics and supply chain concept stocks, including Debon Logistics and Zhongchu股份 [2][3]

超头主播正设法调动消费者的新鲜感。6月15日，罗永浩以虚拟数字人的形式在百度电商直播，观看量超过300万人。无独有偶，近日薇娅的穿搭秀视频也在 粉丝中传播。今年"6·18"，超级主播们正设法为公司业务攒流量、拓渠道，带动新品牌的曝光。连直呼"实在没力气卖货"的辛巴，也为快手带动超40亿元的 销售额。 超级主播依然是直播机构的"灵魂人物"。尽管近年来他们努力低调，却依然躲不过流量危机感和公司的期待。 "翻新"IP吸引用户 大促期间打开百度优选渠道后，罗永浩于6月15日以虚拟数字人的形象再次在百度电商开播，带货零食坚果、粮油烘焙、洗护清洁等商品，直播近一个半小 时观看量超过300万人。 商业价值最大化 可以看出，在公司业务层面，该如何使"薇娅"这个超级IP与业务发展之间保持安全距离，谦寻依然比较谨慎。在获得不少网友关注后，小程序的封面图片从 薇娅更换成了其他模特。但无论如何，通过薇娅的穿搭秀，服饰品牌TOSEE确实在短期内积累了一大波人气，缩短了冷启动的时间。 无独有偶，身处直播幕后多年的薇娅于近日也走起了"穿搭秀"，由工作人员将视频转发给粉丝们。同时，"谦寻超级会员"小程序在6月12日再次开启了一波 服饰促销， ...

Group 1 - The core point of the article is the agreement between South Korean President Lee Jae-myung and Australian Prime Minister Albanese to enhance cooperation in defense, critical minerals, and supply chain sectors [1] Group 2 - The collaboration aims to strengthen national security and economic resilience through joint efforts in defense [1] - The focus on critical minerals indicates a strategic move to secure essential resources for technology and energy sectors [1] - Supply chain cooperation is expected to address vulnerabilities and enhance stability in trade relations between the two countries [1]

Group 1 - China has quietly tightened the approval process for rare earth exports, leading to production halts in multiple automotive production lines in Europe and signaling distress from the U.S. pharmaceutical industry [1][5] - China controls over 92% of the global refined rare earth production, and 80% of the raw materials for amoxicillin sold in the U.S. come from China, indicating a significant dependency on Chinese exports [1][5] - The tightening of rare earth export approvals has created waves in the high-tech manufacturing sector in Europe and the U.S., as rare earths are essential for national development and technological advancement [3][4] Group 2 - The U.S. pharmaceutical supply chain is heavily reliant on China, with experts warning that any restrictions from China could lead to a critical shortage of medications in the U.S. [5][8] - Historical context shows that the U.S. has been aware of its dependency on Chinese imports, with previous administrations attempting to investigate and address the vulnerabilities in the pharmaceutical sector [7][8] - Rebuilding the U.S. pharmaceutical supply chain is projected to take at least five years, highlighting the complexity and time required to establish domestic production capabilities [7][8] Group 3 - The U.S. is also aware of China's leverage in other critical sectors, including rare metals, photovoltaic components, batteries, and new materials, which could further impact the U.S. economy if restrictions are imposed [10] - As China's overall strength continues to grow, it is recognized as a key player in the global supply chain, with potential disruptions having far-reaching consequences for the international market [10]

Core Viewpoint - Hangzhou High-tech Zone (Binjiang) integrates party building with industrial development, fostering economic growth through the "Pioneer Bin·Chain Event" brand and achieving a GDP of 77.5 billion yuan in Q1 2025, with industrial added value increasing by 17% year-on-year, the highest in the city [1]. Group 1: Organizational Development - The establishment of a comprehensive party committee for the smart IoT industry ecosystem integrates 12 functional departments and 8 research and financial institutions, enhancing resource coordination and addressing major issues through quarterly meetings [2]. - Industry chain party committees have been formed to include representatives from leading and small enterprises, facilitating monthly meetings to address enterprise needs and promote deep cooperation among businesses [2]. Group 2: Enterprise Services - The "Red Chain Housekeeper Team" provides policy consultation and business assistance, having visited over 2,300 enterprises and resolved more than 410 issues, with a 99.3% resolution rate for enterprise-related problems [3]. - A "benefit package" has been created, consolidating 50 policies and 70 services, including the issuance of innovation vouchers and investment funds, benefiting over 200 enterprises and facilitating 2.35 billion yuan in financing [4]. Group 3: Talent and Innovation - The zone has attracted 9,418 young university graduates in Q1 2025, leading the city in talent acquisition [5]. - A mechanism has been established to address enterprise challenges through party and community collaboration, resulting in the formation of 11 joint laboratories and 91 horizontal contracts worth 63.8 million yuan since 2024 [5].

Core Insights - The company is enhancing its retail operations through the introduction of smart delivery lockers in its mobile digital member stores, improving delivery efficiency and customer satisfaction [1] - The implementation of AI tools, such as the "Qiancheng Cloud AI Intelligent Model," is streamlining inventory management and marketing strategies for member store owners, significantly increasing operational efficiency [3] - The company is deepening partnerships with leading brands like Apple and Oulin, resulting in increased customer traffic and sales during promotional events, with a notable 20% increase in store repurchase rates compared to the previous year [4] Group 1: AI Integration - The company launched the "Qiancheng Cloud AI Intelligent Model" in April, which has been actively utilized in various operational aspects, including intelligent product selection and marketing [3] - Member store owners are now using AI as a daily operational tool, allowing for streamlined ordering processes based on specific requirements [3] - The average service volume for member stores has exceeded 2000 interactions per day since the AI model's release [3] Group 2: Supply Chain and Partnerships - The company is enhancing its supply chain by collaborating with top brands, which has positively impacted customer engagement and sales performance [4] - The integration of online, offline, and community-based strategies has led to significant improvements in customer traffic and sales during major promotional events [4] - The company plans to deploy over 10,000 member stores across 15 key provinces, focusing on smart home products and promotional activities [4]