Core Insights - The international trade and global supply chain landscape is undergoing significant changes due to globalization trends, necessitating operational adjustments for cross-border e-commerce sellers and logistics companies [1] - Chinese cross-border logistics companies are expected to transition from a "cost-dependent" model to a "value-creating" model in the Americas market, driven by technological empowerment and compliance foundations [1] Group 1: Industry Trends - The rapid development of China's cross-border e-commerce has introduced innovative business models that provide diverse and cost-effective options for global consumers, altering the existing market dynamics [1] - Macro policy adjustments, such as upgraded environmental requirements, are pressuring companies to optimize product structures, particularly affecting low-margin seasonal goods and low-end electronics [1] - Companies are enhancing their competitiveness by building and integrating global logistics information systems and localizing supply chains through overseas warehouses [1] Group 2: Operational Strategies - Logistics companies are responding to changing demands from cross-border e-commerce businesses by adjusting their operational strategies, utilizing overseas warehouses as strategic pivots, and leveraging digital tools to improve efficiency [2] - The distinction between contract logistics and cross-border e-commerce logistics is highlighted, with contract logistics focusing on production enterprises and supply chain stability, while cross-border logistics caters to e-commerce sellers with small, frequent, and rapid delivery needs [2] Group 3: Future Directions - The company plans to enhance its market presence in the Americas by increasing investments in overseas warehouses and collaborating with local logistics providers to create a responsive network across the U.S. [3] - The strategy includes upgrading warehouses to "one-stop comprehensive" facilities that integrate various value-added services, thereby increasing customer loyalty through differentiated and personalized offerings [3] - The company aims to strengthen its global logistics information system, incorporating technologies like AGV robots and IoT monitoring to optimize sorting efficiency and utilizing blockchain for product traceability to reduce compliance risks and enhance consumer trust [3]

Core Viewpoint - The global supply chain is undergoing significant structural adjustments, shifting focus from cost efficiency to a balance of efficiency, safety, and resilience, necessitating a "one-stop" service system to support diverse cross-border business needs [1][2] Group 1: Supply Chain and Financial Services - The concept of supply chain encompasses the entire process from product development to final consumption, emphasizing the need for efficient collaboration among various stages [2] - Chinese enterprises are increasingly showcasing unique competitiveness in the international market due to innovation and industry upgrades, moving from labor-intensive production to high-end, intelligent, and green enterprises [2][3] - The "Standard Global Chain" solution has been developed to address the high demands for cross-border financial services, compliance systems, and local execution capabilities [2][3] Group 2: Challenges and Opportunities - Companies face challenges such as high regulatory costs, varying levels of digitalization, and significant legal and compliance risks when building overseas supply chains [3] - The recent imposition of tariffs by the U.S. has profound implications for global supply chains and trade patterns, prompting financial institutions to upgrade cross-border financial service models [3][4] Group 3: Renminbi Internationalization - The restructuring of global supply chains presents opportunities for the internationalization of the Renminbi, with increasing demand for cross-border settlement and investment financing [4][5] - Chinese enterprises are showing a growing willingness to use Renminbi for foreign direct investment, while multinational groups are also inclined to use Renminbi when investing in China [5] Group 4: Strategic Initiatives - The launch of the "Standard Global Chain" aims to integrate supply chain financial solutions into clients' business processes, providing comprehensive support across funding, information, and trade flows [5][6] - The Chinese market is viewed as a core component of the Standard Chartered Group's global business strategy, driven by the resilience and potential of the Chinese economy [6]

以"广交云平台"助推产业数字化转型，建成覆盖全链条的智慧医药(商贸)供应链管理中枢。 深度集成自主研发的以"广交云"为核心多维产品矩阵，通过对WMS、TMS、温湿度监控等系统的互联 互通，覆盖80,210m2中央药房及300m2冷链中心，打造全程可视化、可追溯的一体化医药(商贸)物流供 应链路径。 以"领军企业入驻"激活产业集群效应，全面构建互联网医药(商贸)流通新高地。 产业园正式开园当天，王老吉药业、顺丰医药、华润三九（000999）等10家医药企业与广交物流签订产 业园合作框架协议；同时，王老吉药业作为国内大健康产业的领军企业，成为首批入驻产业园的企业之 一，这不仅是对产业园实力的认可，更为园区未来的发展奠定了坚实基础。目前，园区招商工作正在全 面铺开，诚邀更多医药(商贸)供应链上下游企业入驻，共同打造广州北部具有特色的互联网医药(商贸) 流通产业集群，携手共创大健康产业新辉煌。 作为广州市"攻城拔寨"项目，这座超10万m2现代化产业园累计投入4.83亿元，从破土动工到主体封顶仅 用了12个月，从设备进场到资质齐备、落成待产仅用了6个月，被纳入广州市城郊大仓建设规划，成为 广州市现代商贸流通体系建设首批 ...

当今世界，如何保持供应链智能化、绿色化、全球化，是全球各国都在关注的重大课题。 7月16日至20日，第三届中国国际供应链促进博览会（下称"链博会"）在北京举办，651家中外企业和机构参会。这场盛会让北京成为全球供应链合作的焦点 舞台。 本届链博会，山东以主宾省身份携78家企业、2600平方米展区及1000余件展品登场。这些企业与展品覆盖新一代信息技术、农业装备、港口物流等多个关键 领域，带来了从新一代信息技术的技术攻坚、农业装备的绿色突破到港口物流的效率革新等丰富创新实践。这些企业与展品不仅生动展现了山东从传统制造 向现代化供应链跃迁的历程，更精准呼应了全球产业链对"韧性"与"协同"的核心诉求。 本届参会的山东企业目的各有不同，他们有的希望展示创新技术与产品，有的希望精准对接上下游企业，有的希望与全球伙伴深化协同创新，有的希望参与 国际合作以应对供应链风险。但他们绝大多数都有这样的共识：借链博会这个"展链条、展生态、展场景"的平台，深化产业链供应链协同发展，共同助力全 球供应链的稳定、持续、健康发展。 智能重构 浪潮集团有限公司（下称"浪潮集团"）的展台前，4款首发新品构成了该公司积极培育发展新质生产力的最新 ...

库尔德油田遇袭及欧盟新制裁推升油价 金十数据7月18日讯，受伊拉克库尔德斯坦地区油田遭无人机袭击以及欧盟针对俄罗斯能源部门实施新 制裁引发的供应中断担忧提振，油价上涨。欧盟外交政策负责人卡拉斯称，欧盟的新制裁措施包括禁止 北溪管道和下调油价上限。与此同时，据库尔德斯坦石油工业协会称，对库尔德油田的袭击已导致每日 超过20万桶的产量中断。油价也受到短期基本面的支撑，这些基本面显示本季度市场将相当紧张。三菱 日联的Soojin Kim表示："尽管欧佩克+正在稳步放松供应限制，但原油和柴油的近期合约仍处于现货溢 价状态，这表明供应受限。" ...

中国经济网北京7月18日讯(记者 王婉莹) 7月16日，第三届中国国际供应链促进博览会(简称链博会) 在北京开幕。作为快递物流企业的代表，圆通速递连续第三次参展，展示了国际供应链解决方案以及 "仓、干、线、配、关、技" 的全链条供应链能力。 圆通速递董事长喻渭蛟表示，链博会为全球企业搭建了共商、共建、共享的重要平台。圆通愿与上 下游合作伙伴深化合作，共同构建安全、畅通、高效的全球供应链体系。这一表态展现了圆通加速国际 化布局的决心。 圆通国际市场营销总监王岳在接受中国经济网记者采访时介绍了"1+7"全球战略布局。该战略以正 在建设的嘉兴东方天地港为核心枢纽，计划在未来三年内在海外建设7个区域枢纽节点，打造自主可控 的全球航空物流网络。"我们正在重点打造航空运力和海外网络这两大核心能力，同时与其他专业伙伴 在干线运输、海外清关等环节开展深度合作。" 展会现场，圆通还展示了其创新的国际物流解决方案，包括为高端制造业量身定制的多式联运服 务，以及针对跨境电商推出的卡空联运产品。这些创新服务有效满足了不同类型客户的国际物流需求。 业内专家指出，圆通此次发布的"1+7"全球战略，标志着中国快递物流企业正在从单纯的运输服 ...

【环球网财经综合报道】651家企业和机构携500多家上下游合作伙伴亮相，实际参展商达到1200家；参展商涉及75个国家、地区和国际 组织，境外参展商占比达35%……第三届中国国际供应链促进博览会（以下简称链博会）于7月16日在北京开幕。 对于许多首次参展的外国企业和机构而言，链博会带来的"链接"价值尤为突出。瑞士全球事务研究所商业分析师Franz在接受环球网记者 采访时表示:"本届链博会提供了一个了解未来发展趋势的好机会，在这里可以和供应链上的企业更直接更高效的沟通。它不仅是一个高 效的商贸平台，更是我们理解中国经济政策走向、把握'中国机遇'的重要窗口。" 外国展商普遍认为，链博会的持续成功举办，是中国坚定推进高水平对外开放、主动融入并积极塑造全球产业链供应链的有力证明。其 国家级定位和聚焦供应链的特色，使其区别于其他综合性展会，精准回应了全球产业界对供应链稳定性、透明度和协作性的迫切需求。 随着第三届链博会的深入进行，更多来自全球的声音汇聚于此，共同描绘着"链接世界、共创未来"的生动图景。链博会正日益成为全球 工商界加强沟通、深化合作、增强产业链供应链韧性与稳定性的重要国际公共产品。 0:00 / 3:38 ...

当国产 C909 货机正式投身国际货运商业运营，当跨境电商的包裹正以日均超千万单的速度涌向全球，顺丰 与圆通的新航线开通，早已不是简单的物流节点串联 —— 这是中国航空物流在全球供应链重构中，从 "参 与者" 向 "塑造者" 转身的缩影。 顺丰航空 "鄂州 - 阿布扎比 - 河内" 航线的开通，像一根精准的针，穿过中东与东南亚这两个跨境电商的 "黄 金市场"。阿布扎比作为中东物流枢纽，能辐射欧洲、非洲；河内则是东南亚制造业与消费市场的核心节 点，这条航线将中国中部的鄂州与两大区域直接相连，意味着湖北、河南等腹地的电子配件、家居用品， 能以更快速度抵达中东的自贸区仓库，或进入越南的跨境电商集散中心，时效较以往经香港中转可能缩短 12-24 小时。 而圆通航空用 C909 执飞的 "乌鲁木齐 - 比什凯克" 航线，藏着更深刻的产业信号。这是国产大飞机在国际货 运领域的常态化运营，标志着中国航空物流装备正突破海外依赖 —— 以往这类中短途货运多依赖波音 737 货机，C909 的加入不仅能降低单架次运营成本约 15%，更让物流企业在机型调度、维护上掌握了更多自主 权。更值得关注的是，乌鲁木齐作为新疆航空枢纽，这条航 ...

Group 1: Middle East Geopolitical Risks - The Middle East region has high geopolitical uncertainty, with structural conflicts persisting despite temporary de-escalation[5] - The potential for localized control or conflict in the Strait of Hormuz poses significant risks to global shipping and energy supply[6] - In extreme scenarios, a blockade of the Strait could lead to a supply gap of approximately 12.7% of global oil demand[6] Group 2: Impact on Global Supply Chains - If conflicts escalate, oil and chemical transport through the Strait of Hormuz could decrease by 25% compared to pre-conflict levels[6] - Affected oil transport includes 9.7% for China, 3-4% for India, Japan, and South Korea, and 1.5% for Europe[6] - The energy and chemical sectors will face immediate impacts, which will transmit to transportation, pharmaceuticals, and electronics[7] Group 3: Regional Economic Dependencies - Asian economies, particularly China, India, Japan, and South Korea, are most exposed to risks from Middle Eastern energy supplies[7] - In 2025 Q1, China imported 5.4 million barrels per day from the Strait, highlighting its dependency[47] - European and American reliance on the Strait is decreasing, but they remain vulnerable in high-tech supply chains, particularly in sectors like semiconductors[55] Group 4: Recommendations for China - China should diversify its import sources for products heavily reliant on the Middle East, such as energy and chemicals[8] - The report suggests enhancing domestic production capabilities in sectors like fertilizers and energy chemicals to reduce dependency[8] - Exploring alternative import channels from countries like Canada, Algeria, and Brazil is recommended to mitigate supply risks[73]

Core Viewpoint - McDonald's China celebrates the 40th anniversary of local potato cultivation, highlighting its commitment to modern agricultural practices and sustainable supply chain collaboration with partners and farmers [2][3][4]. Group 1: Anniversary Celebration and Initiatives - McDonald's China, along with suppliers and farmers, celebrated the 40th anniversary of local potato cultivation at the China International Supply Chain Promotion Expo [2]. - The company launched the 11th "Big Potato Day" event, focusing on the story of quality and fun experiences behind their fries [2][8]. - The "McChain" initiative was introduced to promote higher quality, smarter, and greener supply chain collaboration [3]. Group 2: Agricultural Development and Supply Chain - The potato industry in China has seen significant growth, with Simplot China's annual potato harvest expected to reach 92,000 tons by 2025, up from a few thousand tons in the early years [4]. - Modern farming practices have replaced traditional methods, with over 40,000 acres implementing crop rotation and water-saving techniques [7]. - McDonald's supply chain optimization includes the establishment of new processing plants, with over $450 million invested in two new factories by McCain and Lamb Weston in 2023 [7]. Group 3: Consumer Engagement and Product Innovation - The "Big Potato Day" event encourages consumer interaction with fries, featuring a creative product called the "Big Potato Status Light" to enhance dining experience [8][10]. - McDonald's continues to focus on product innovation and sustainable practices to provide high-quality dining experiences for consumers [10].