Core Insights - The third China International Supply Chain Promotion Expo (Chain Expo) is being held in Beijing, showcasing the integration of cross-border product matrices and the dual roles of overseas Chinese businesses as "chain leaders" and "social responsibility" contributors [1][2]. Group 1: Event Overview - The Chain Expo features a layout of "6 chains and 1 exhibition area," facilitating easier communication and precise matching of cooperation among upstream and downstream enterprises [4]. - Thailand is the guest country for this year's expo, with a significant increase in the number of participating enterprises across various sectors, including automotive manufacturing, electronic technology, and agricultural processing [4]. Group 2: Business Perspectives - Companies participating in the expo aim to strengthen cooperation with China and globally in supply chains, particularly in green agriculture and digital technology [4]. - The wine industry representative emphasizes the importance of the entire supply chain, from cultivation to end-user sales, and highlights the expo's role in fostering collaboration and innovation across different sectors [5]. Group 3: Innovation and Collaboration - The Chain Expo is not merely about showcasing products but focuses on collaborative synergy and deep integration across the supply chain, which is unique compared to other exhibitions [5]. - Initial cooperation intentions have been established between wine industry representatives and upstream/downstream enterprises in areas such as agricultural technology and smart logistics [5].

Group 1 - Lithium carbonate main contract prices rose sharply, reaching a peak of 69,980 yuan/ton before closing at 67,960 yuan/ton, reflecting a 2.47% increase [1] - Analysts believe that supply-side disturbances and a continuous decrease in exchange warehouse receipts are the main factors driving recent price increases, while the overall supply remains sufficient [1] - Despite being a traditional off-season for demand, downstream orders are still relatively stable, indicating a less pronounced seasonal effect [1] Group 2 - Cangge Mining announced a halt in lithium resource development activities, affecting a production line with a monthly capacity of approximately 1,200 tons of lithium carbonate equivalent, but the overall impact on the domestic lithium carbonate market supply is limited [2] - Domestic lithium carbonate production plans for July are projected to be 79,300 tons, a 7.1% increase month-on-month, with high operating rates maintained in Jiangxi and stable output in Qinghai [2] - Some manufacturers are experiencing increased orders and production enthusiasm, despite planned maintenance on certain spodumene production lines [2] Group 3 - Market sentiment is significantly driven by disturbances at the mining end, with lithium prices remaining strong, although downstream material manufacturers show little intention to actively replenish stocks [3] - The recent price increases are primarily driven by supply-side disturbances, with limited actual impact on the fundamentals, suggesting a cautious approach in the short term [3] - Continuous reduction in warehouse receipts and rising lithium ore prices, combined with various market news disturbances, are stimulating price increases, while long-term hedging pressures may arise [3]

用一台小小的设备完成身体不同部位的超声检查、将人工智能运用于骨科手术中、以数字化手段助力健 康生活管理……走进正在举行的第三届中国国际供应链促进博览会健康生活链展馆，几乎每一个展区都 像是微缩的创新实验室，不仅展现从出生到养老的全生命周期健康产业链条，更让观众直观体验最前沿 科技成果，感受到"让生命更加精彩"的美好愿望正化为触手可及的现实。 占地面积约1.2万平米的健康生活链展馆内，吸引了100余家企业参展。在华大集团展台，记者看到一名 工作人员正用一款不到300克的智能掌上超声设备给一名参观者现场体验甲状腺超声检查。 据介绍，这款设备可完成人体浅表组织、外周血管及腹部器官等多项检查，通过一键切换探头模式快速 适应不同检查需求。其适用场景广泛，既可用于医疗机构快速评估患者病情，辅助医生制定治疗方案； 也可作为家庭医生"助手"，方便上门随访时监测患者健康状况；同时凭借小巧便携、操作简便的特点， 还能广泛应用于基层医疗筛查工作。 华 大集团展台工作人员正在给一名参观者现场体验甲状腺超声检查。新华社记者李恒 摄 生物制药公司诺和诺德从"链接全球创新""链启慢病管理""共筑健康中国"等方面集中展示了其植根中国 30余 ...

同日，投资推广署运输及物流，工业总裁王国藩在先进制造主题活动的专题研讨环节，就绿色低碳技术 驱动创新发展议题进行分享。他表示，当前产业对绿色低碳的需求正呈现增长势头，香港特区政府一直 透过不同措施支持香港创科产业发展，透过加强研发支持、开拓资金管道，并深化学界、业界与政府的 多方合作，以加快发展成为绿色科技的枢纽。为加快发展绿色及可持续发展经济，投资推广署已经成立 专责可持续发展团队，积极吸引在碳中和方面拥有领先技术和解决方案的海内外企业来港开展及扩展业 务。 在参加链博会之后，投资推广署将于次日(7月18日)以香港作为跨国供应链管理中心为主题，举办圆桌 讨论会，与有意赴港发展的在京企业代表深入交流。李淑菁将致欢迎辞，鼓励北京市企业积极利用香港 构建跨国供应链管理中心。在专题分享环节，王国藩将与利丰发展(中国)有限公司董事总经理张家敏， 共同探讨全球经贸及供应链最新布局和趋势，以及香港如何助力海内外企业建设全球供应链枢纽。圆桌 讨论会邀请来自罗兵咸永道和招商银行的专业服务领域人士，分享香港税务优势和金融服务如何助力内 地企业走向国际市场。 投资推广署一行在北京亦将拜访多家企业，推广香港最新政策机遇，协助京企善 ...

麦当劳中国7月17日与11家供应商伙伴，亮相第三届链博会。据介绍，麦当劳中国加速供应链本土化发 展。2024年，麦当劳中国的供应链采购量近80万吨，涵盖400多种食材和原材料，按采购金额计算，本 土采购率超90%。截至目前，麦当劳中国餐厅数量已超过7100家，今年预计新开1000家餐厅。(智通财 经) ...

先正达集团中国总裁苏赋表示："当前全球农业粮食系统转型正处于十字路口，构建高效、稳定、绿色 的农业产业链供应链刻不容缓。先正达集团通过将突破性生物育种技术、数字精准农业和绿色种植模式 等一系列最新创新成果融合应用，让中国的农业生产更加绿色高效，让中国的农户增产增收，让中国的 消费者吃得更安全、更营养。" 7月16日，第三届中国国际供应链促进博览会（以下简称"链博会"）在北京开幕。中国中化旗下先正达 集团连续第三次亮相链博会，围绕科技创新链、绿色供应链和智慧农服链，展示多款促进主粮单产提升 和农业可持续发展的创新技术与成果。 在展台，先正达集团旗下中化现代农业有限公司（中化农业MAP）展示了地力提升、品种规划、全程 营养、全程植保、智能灌溉、农机作业等关键领域在内的专业化种植技术解决方案。同时，中化农业 MAP在全国多地推广复制以"玉米高产密植"和"水肥一体化精准灌溉"为核心的玉米单产提升全程技术服 务方案，助力土地增产。2024年，MAP服务覆盖3500万亩耕地，平均助农增产8%—15%，以创新技术 持续提升农业生产效益。 记者在链博会现场注意到，先正达集团的展位吸引了不少媒体和观众驻足。据介绍，先正达集团依 ...

自首届中国国际供应链促进博览会（以下简称"链博会"）举办以来，GE医疗连续第三年携手一众核心 国产供应商参展。今年以"国产创新，韧链共赢"为主题，GE医疗集中展出了覆盖CT、磁共振、核医 学、先进可视化诊疗领域的十余款最新国产高端医械智造成果，并联合核心供应商展示了CT轴承、探 测器、磁共振超导线以及超声电路板等国产核心零部件，生动呈现了30多年来深度参与高端医械供应链 建链、强链、延链的实践成果。 展会上，GE医疗联合贝莱胜发起中国医疗设备绿色供应链创新生态圈联盟，并与中国物流与采购联合 会医疗器械供应链分会、国家高性能医疗器械创新中心和深圳市医疗器械行业协会联合主办联盟成立仪 式，洛阳轴承、西部超导、科罗诺司、中国外运等首批成员单位集体亮相。联盟成员将围绕绿色设计、 低碳制造、资源循环利用等关键环节展开深度合作，通过建立跨企业协同创新平台，整合产业链上下游 资源，共同探索医疗设备行业的绿色发展新模式，推动行业向"低能耗、低排放、高效率、高价值"的可 持续发展路径转型。 GE医疗还发布了《2024年可持续发展报告》，全面展示在负责任运营、拓展医疗可及性、推动绿色转 型等方面的最新成果与战略规划。2024年， ...

Core Insights - In the first half of 2025, China's GDP reached 66,053.6 billion yuan, reflecting a year-on-year growth of 5.3% [1] - The total import and export volume was 21,787.6 billion yuan, with a year-on-year increase of 2.9% [1] - The third China International Supply Chain Promotion Expo showcased the resilience of the Chinese economy and attracted participation from 75 countries and regions, along with over 650 enterprises and organizations [1] Economic Performance - China's GDP growth of 5.3% indicates a stable economic recovery and resilience amidst global challenges [1] - The increase in import and export volume by 2.9% suggests a gradual recovery in trade activities [1] Supply Chain Dynamics - The expo highlighted China's role as a "stabilizer" in the global supply chain, with a 15% increase in European and American exhibitors compared to the previous year [1] - The introduction of an innovation chain section at the expo, featuring a system that covers 680,000 existing patents, signifies a shift from traditional trade to technological collaboration [1] Innovation and Technology - Over 100 globally launched products were showcased, including advancements in brain-computer interfaces and embodied intelligence from Zhejiang and Hubei, respectively [1] - This shift indicates China's transition from being the "world's factory" to becoming an "innovation source" [1]

7月16日，第三届中国国际供应链促进博览会（简称"链博会"）在中国国际展览中心（顺义馆）拉开大幕。此次链博会以"链接世界、共创未来"为主 题，设置先进制造链、清洁能源链、智能汽车链、数字科技链、健康生活链、绿色农业链及供应链服务展区"六链一展区"，吸引了650余家企业和机构参 展，共促全球产业链供应链合作。 作为中国唯一科技城，此次绵阳以"绵阳智造 链动世界"为主题亮相数字科技链展区，通过"机器人特色产业、核医疗特色 产业、商业航天特色产业、航 空电子特色产业、磁性材料与电机特色产业"五个产业新赛道进行创新链与产业链的成果化展示。长虹作为电子信息龙头企业，也携自主研发的FLASH放疗 系统、AI TV、电源系统、高速连接器等硬核科技产品亮相绵阳展区。 长虹FLASH放疗系统毫秒"狙杀"肿瘤 开展首日，中国国际展览中心（顺义馆）内人头攒动，热闹非凡。走进E4 馆，中国（绵阳）科技城展区吸引了不少客商驻足了解。在核医疗特色展 位，长虹自主研发的FLASH放疗系统强势吸睛，来往观众纷纷询问了解。作为绵阳核医疗产业领域的重大科研成果，该放疗系统的研发进展广受社会各界 关注。 "链博会"-绵阳展区 据介绍，相较于传统放 ...

Group 1: Company Overview and Business Model - The company acts as a crucial link in the electronic information industry, connecting upstream component manufacturers with downstream electronic product manufacturers, ensuring a stable supply chain [2] - Besides authorized distribution, the company has three major business segments: design chain services, supply chain collaborative services, and industrial data services, which are strategic extensions of its core distribution business [2][3] Group 2: Business Services - Design chain services focus on hardware design support and technical solution development, providing reference designs and product solutions to support distribution growth and innovation [3] - Supply chain collaborative services offer comprehensive solutions for warehousing, logistics, and customs clearance, ensuring seamless integration of storage, transportation, and distribution [3] - Industrial data services leverage vast amounts of electronic component data to provide supply chain fluctuation analysis, BOM management, and industry trend analysis [3] Group 3: Market Performance and Growth - The company anticipates significant sales growth in 2024, primarily driven by increased demand for memory and processors, particularly in consumer electronics and AI server applications [3] - In Q1 2025, accounts receivable increased due to accelerated inventory turnover driven by heightened demand in AI server sectors, leading to revenue growth [3] Group 4: Key Clientele - Major clients are concentrated in sectors such as consumer electronics, artificial intelligence, industrial electronics, network communication, and automotive electronics [3]