智通财经7月12日电，中国物流与采购联合会会长蔡进12日在2025"我的钢铁"年中大会上表示，降本增 效是钢铁行业高质量发展的必由之路。当下行业面临不少困难，唯有坚定不移地做好自己的事情，进一 步修炼内功、降本增效，坚定不移扩大对外开放，才能实现行业高质量发展。蔡进介绍，钢铁业成本主 要分为人力成本、原材料成本和物流成本，长期来看，人力成本和原材料成本上升不可逆，钢铁产业物 流费用率近年来基本保持在9%左右，是日本钢铁业物流费用率的两倍，未来还有进一步提升效率、降 低成本的空间。在降本路径方面，过去更重视生产力创新，对组织方式的转型升级关注不够，未来应要 通过供应链组织方式的转型升级来实现资源有效配置，专注优化流程、提升协同能力。 中国物流与采购联合会会长蔡进：降本增效是钢铁行业高质量发展的必由之路 ...

以下文章来源于电商在线 ，作者唐果 电商在线 . 见锐度、见洞察，聚焦互联网和新商业的创新媒体 来源丨电商在线（ID：dianshangmj） "入行十年来，第一次见到这么贵的黄柠檬。" 作者丨 唐果 编辑丨 王亚琪 图源丨Midjourney 近日，"柠檬疯涨似黄金""柠檬水成本飙升" 等话题频现社交平台，据「央视财经」报道，今年夏季 柠檬价格大幅上涨，部分品种较去年同期涨价3至5倍，四川安岳等地柠檬价格波动剧烈。 暴涨之下，要"喝不起柠檬水了"？ 农业农村部全国农产品批发市场价格信息监测数据显示，去年6月至今，全国柠檬的批发价格始终保 持上涨态势，2025年7月已达到14.47元/公斤，而去年同期价格仅为7.76元/公斤，同比涨幅超过 80%。 更直观的对比是，柠檬的价格已经超过了被称作是"水果贵族"的荔枝——在小象超市APP中，500g 的安岳黄柠檬价格为13.8元，而同样500g的玉荷包荔枝仅需9.9元。 从最早英国发源的柠檬红茶，到20世纪香港茶餐厅的冻柠茶，再到如今各大新茶饮品牌......"流水的 新品，铁打的柠檬"。这颗酸涩的小水果，始终是饮品界不可或缺的一员。 市面上常见的柠檬，除了当下涨价 ...

本文来自微信公众号"山上"，作者：山上，36氪经授权发布。 作者｜王彬 封面｜《超人》 酒旅赛道已经很久没有新鲜事儿了。 这个互联网公司们最先介入的赛道，过去 20 多年来的玩法几乎没有发生过什么变化。中国最早也是最大的 OTA 平台在 1999 年诞生，那时整个中国互联 网渗透率还不足 1%，后来人们熟知的搜索引擎、社交媒体乃至电商网站们都还没有在中国出现。 增长的市场，固化的格局 即便酒旅行业发展了 20 多年，但它仍然是当前互联网行业中少有的仍处在高速增长的赛道之一。甚至可以说，随着国民经济水平的不断提高，酒旅行业 的市场想象力还在不断放大。 看看过去几年 OTA 平台们的财报你就知道了。疫情恢复后的第一年，携程 2023 年营收增速高达 122%，体量稍小的同程旅行同样实现超 80%的营收增 速。即便是进入平稳恢复期的 2024 年，携程也依然保持着近 20% 的营收增长，同程更是高达 45.8%。 与之对比，包括电商、社交、游戏等在内的多个互联网赛道近年来增长已逐渐见顶，几家互联网巨头公司们的营收增速常年维持在个位数水平，部分公司 甚至呈现负增长。今年上半年中国互联网公司市值排名中，携程位列第 7， ...

2025年的夏天，成都荷花池市场人头攒动。来自泰国的游客阿琳提着装满蜀绣和川剧脸谱的购物袋，用不太流利的中文向店主比划："便宜！退税！还要 买！"不远处，哈萨克斯坦游客艾米娜正试穿一件红色汉服，兴奋地对着手机直播："看！我在中国买到了真正的'东方美学'！" 这样的场景，正在中国各大城市轮番上演。从北京的王府井到上海的南京路，从广州的十三行到成都的荷花池，外国游客的购物车里塞满了"中国造"——从 传统手工艺品到智能家电，从国潮服饰到地方特产。据国家移民管理局数据，2025年上半年，入境外国游客达2694万人次，同比增长96%；其中，仅成都航 空口岸入境外国人就达79万余人次，较去年同期增长58.5%。而"扫货中国"的背后，是一场由政策红利、文化自信与消费升级共同驱动的全球购物革命。 1. 免签"朋友圈"持续扩容，入境门槛大幅降低 自2024年起，中国对38个国家实行单方面免签政策，对54个国家实施240小时过境免签，并将停留时间延长至10天。2025年6月，沙特、阿曼、科威特、巴林 四国被纳入免签名单，至此，中国单方面免签"朋友圈"已扩展至47国。国家移民管理局数据显示，2025年端午节假期，适用免签政策入境的 ...

李铭俊、皮鑫／文 中国企业新一轮出海潮正如火如荼。2024年，德勤发布的《中国企业全球化新纪元白皮书》显示，仅德勤一家公司，2024年便助力超过2000家中资企业在全 球96个国家出海并实现国际化发展，这折射出中国企业全面开启出海征程的深度与广度。 出海机遇与挑战并存，从技术壁垒到文化鸿沟，从供应链重构到合规性迷宫，能力建设正成为决定企业成败的关键因素。企业要以长期主义的战略定力，用 好既有优势、追求高阶目标、打造全局能力。 既有优势 当前阶段，中国企业在科技创新、规模制造与供应链组织上具有较强优势，制胜的关键在于将这些优势发挥到极致，转化为在国际市场上的核心竞争力。 首先是科技创新能力。 目前，中国企业在新能源、人工智能等新兴领域的技术实力已经跻身全球第一梯队，这是产业出海的关键法宝。比亚迪的刀片电池技术凭借卓越的安全性和 能量密度，成为全球新能源汽车电池市场的标杆；大疆的无人机飞控系统以其精准的操控性能，占据全球消费级无人机市场的大半江山；字节跳动的推荐算 法能够精准捕捉用户兴趣，使TikTok在全球社交媒体市场独树一帜。 除了单点技术领先，技术应用的范围，即用户生态和应用场景的广度，是筑牢科技创新能力优 ...

观察者网消息，4月份，美国总统特朗普宣布所谓"对等关税"，哈萨克斯坦名列其中。 本周早些时候，特朗普给近20个国家寄出关税信函，哈萨克斯坦是其中唯一一个中亚国家。信中威胁该国 在8月1日前达成贸易协议，否则将面临25%的关税。 美媒《纽约时报》7月11日刊文称，特朗普政府的态度令哈萨克斯坦官员深感震惊，因为该国与中俄接 壤，与美国的贸易量极少。但文章分析认为，哈萨克斯坦拥有丰富的关键矿物和稀土资源，正在深化与中 国的关系，而美国对这些矿物的需求迫切。 文章称，特朗普政府的激进做法对哈萨克斯坦来说有些转变。过去十年中，美国官员一直承诺向该国提供 资金和支持，以推动开放经济，特别是在采矿业。 历史上，美国是哈萨克斯坦的主要投资者，投资主要集中在石油和天然气开发。在2022年达到顶峰后，美 国对该国的投资呈下降趋势。近年来，来自美国和其他国家的采矿公司一直在寻找开发哈萨克斯坦矿产的 方法。2024年，哈萨克斯坦政府发放的采矿勘探许可证比前一年增加了50%以上。 据悉，哈萨克斯坦是生产电动车和其他尖端产品所需的关键矿物和稀土金属的潜在热点。哈萨克斯坦长期 以来以其铀、金和其他金属储量而闻名。今年，政府还宣布发现了一处 ...

Group 1: Market Overview - Platinum has gained significant attention, with a notable increase in demand and interest compared to the previous year, as evidenced by the activities during the Shanghai Platinum Week [2] - As of July 11, 2023, NYMEX platinum futures were priced at $1432.8 per ounce, reflecting a 51% increase since the beginning of the year [2] - The Shanghai Gold Exchange reported a closing price of 322.54 yuan per gram for platinum, marking a 45% rise from the start of the year [2] Group 2: Supply and Demand Dynamics - The World Platinum Investment Council forecasts a supply deficit of 966,000 ounces for the platinum market in 2023, which is expected to persist until 2029 [4] - Current mining supply is at a historical low due to previous price declines, leading to reduced capital expenditures by miners [4] - Recycling of platinum, particularly from used catalytic converters, is anticipated to increase significantly, with projections of 72 tons of platinum group metal recovery in China by 2028, an 84% increase from 2024 [5] Group 3: Investment Trends - Demand for platinum jewelry has surged, contributing to the price increase, with significant growth in imports noted in China [6][7] - The share of platinum investment demand in China has risen dramatically, from 11% in 2019 to 64% currently, with a notable increase in demand for platinum bars and coins [7] - Companies are shifting focus from gold to platinum due to lower acquisition costs and growing consumer interest in platinum jewelry [6][7] Group 4: Future Price Outlook - Experts suggest that while platinum prices may continue to rise, there are uncertainties due to various factors, including U.S. tariff policies [8][10] - Short-term price corrections are anticipated, with projections indicating that platinum prices may fluctuate between $1200 and $1500 per ounce [10] - The potential for price support exists due to safe-haven demand, but the market remains cautious about the sustainability of current price levels [9][10]

Core Viewpoint - The announcement by Giant Star Technology Co., Ltd. regarding a procurement confirmation from a major international retail company signifies a substantial growth opportunity for the company in the electric tools market, particularly in the global supply chain context [1][2]. Group 1: Procurement Details - The order involves a series of 20V cordless lithium battery electric tools and related accessories, with a total procurement amount expected to be no less than $30 million annually, which exceeds 10% of the company's projected revenue from electric tools in 2024 [1]. - This order marks the first electric tool order produced and delivered outside of China since the company began developing its electric tool product line in 2021, specifically for the U.S. market with production and delivery based in Vietnam [1]. Group 2: Global Manufacturing and Supply Chain - The order is seen as recognition of the company's global manufacturing layout, which is expected to enhance revenue share from electric tools and build confidence among global customers regarding the company's Vietnamese production base [2]. - The company has established a comprehensive global production and supply chain management system, with 23 production bases worldwide and strong partnerships with thousands of suppliers [2]. - The Southeast Asia region is highlighted for its abundant labor resources and relatively low costs, which can effectively reduce production costs and expand capacity, allowing the company to seize market opportunities [2]. Group 3: Strategic Implications - The global supply chain is undergoing a structural transformation towards resilience, and the company's overseas supply system is designed to mitigate various operational risks, ensuring stable orders and customer trust [2]. - The globalization of the supply chain enables the company to achieve "customer proximity, rapid delivery, and customized response," transitioning from traditional export models to local service and competition capabilities [2].

Core Viewpoint - Yonghui Supermarket is committed to building a transparent supply chain and combating corruption and hidden rules in supplier relationships [2][3] Supplier Admission - Yonghui Supermarket will reject "backdoor" practices and hidden rules, prohibiting any employee from privately recommending suppliers [3] - The entire process of supplier registration, negotiation, and contract signing will be conducted online to eliminate human interference [3] Financial Settlement - Yonghui Supermarket aims for timely and accurate payments, adhering strictly to contract terms and system processes, with a dedicated financial settlement hotline available 24/7 [3] - The company emphasizes that any form of corruption will ultimately increase supply chain costs, harming both parties involved [2][3] Supply Chain Reform Background - The shift in Yonghui's supply chain strategy is a response to the inadequacies of the previous Key Account model, which led to a disconnect between consumer needs and product offerings [2][3] - The company has faced challenges with corruption within its supply chain, which has inflated costs and diminished product competitiveness [3][4] Performance Context - Yonghui Supermarket's recent anti-corruption stance is linked to its declining financial performance, with revenues decreasing from 910.62 billion yuan in 2021 to 675.74 billion yuan in 2024, and net profits remaining negative [4][5] - The company has initiated a transformation inspired by the "Pang Donglai" model, with plans to adjust 200 stores by September 30, 2024 [4][5] Organizational Changes - Recent leadership changes include the appointment of new executives with extensive retail procurement experience, indicating a strategic shift in management [5] - The company is focusing on enhancing its product structure by increasing its own brand offerings and improving the quality of fresh food categories [5] Supplier Focus - Yonghui Supermarket aims to concentrate on core suppliers who can provide product development capabilities, quality assurance, pricing advantages, and anti-corruption measures [6] - The relationship between retail enterprises and supply chains is evolving towards strategic cooperation and value co-creation, moving away from short-term price-based transactions [6]

Core Viewpoint - The U.S. Department of Defense has invested $400 million to become the largest shareholder in MP Materials, the largest rare earth producer in the U.S., aiming to reduce dependence on China for rare earth supply chains. However, challenges remain in refining technology and pollution issues that could hinder achieving an independent supply chain [1][2]. Group 1: Investment and Strategic Moves - The U.S. Department of Defense's investment positions it as the largest shareholder in MP Materials, which is the only company in the U.S. that controls the entire rare earth supply chain [1]. - MP Materials has begun investing in domestic refining capabilities to reduce reliance on Chinese processing plants, with a new facility under construction in Texas [2]. - The U.S. government has committed to purchasing 100% of the rare earth magnets produced at a new factory expected to be operational by 2028, with a minimum price set at $110 per kilogram for neodymium-praseodymium oxide products [5]. Group 2: Market Dynamics and Challenges - Over 60% of global rare earths are mined in China, and 92% are refined there, highlighting the significant reliance on Chinese capabilities [2]. - The CEO of REalloys indicated that achieving a fully independent rare earth supply chain in the U.S. could take until 2027 or 2028, depending on various strategic and regulatory factors [1]. - Experts have raised concerns about the time and cost required to develop rare earth processing capabilities in the West, estimating it could take 10 to 20 years and cost trillions of dollars [6].