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].

Core Insights - The demand for "green durian" is rising among major importers like China and the EU, accelerating the low-carbon transformation of Thailand's durian industry [4] - The integration of railway transport enhances the efficiency and timeliness of tropical fruit delivery from Southeast Asia to China, with significant growth in durian shipments [6] - The journey of durian from Thailand to China exemplifies a globalized supply chain transformation, emphasizing low-carbon practices, smart logistics, and consumer-driven value [8] Industry Transformation - The Thai durian industry is adopting organic farming and ecological agriculture to reduce chemical inputs in the planting phase [4] - Processing companies in Thailand are piloting projects to convert waste durian shells into biomass fuel, reducing reliance on diesel [4] - The logistics sector is utilizing a "railway + sea transport" model to minimize carbon emissions from road transport [4] Logistics Efficiency - The introduction of railway transport provides a more efficient, timely, and low-loss option for transporting tropical fruits to China [6] - As of mid-July, the total shipment of tropical fruits via the China-Laos railway reached 150,000 tons, with Thai fruits accounting for 142,000 tons, marking a 48% increase compared to the previous year [6] Supply Chain Evolution - The journey of durian illustrates a new type of industry chain network forming, characterized by low-carbon connections, railway logistics, and demand-oriented strategies [8]

每经记者｜孔泽思 每经编辑｜魏官红 40年前，在武汉大学的实验室里，刘金成与同学们操作新购置的打印机时，打出了"锂电池，我爱你"的标语。这句话源自他们对自己当时研究方向的情感， 也暗藏刘金成与锂电池事业的不解之缘。 无论是服务于智能设备的消费电池，还是驱动新能源车与工业设备的动力电池，锂电池与群众生活愈发深度绑定。如今，亿纬锂能产品覆盖各类锂电池、电 芯模组、电池管理系统（BMS）等。 O 1 879 th E 8 FF . " " " " " PP 23 ffirm m f 5555 mi . 20 - Televantial Produced Bear Program States And T 11 S 2 12 12 1.7 40 - 18 1 t 215 1111 /20 68 ag .IT 4 1 7 t 199 lines F . line E c In 2001年，刘金成于广东惠州创立亿纬锂能（SZ300014）。历经二十余年发展，公司从消费电池业务起步，逐步扩展到动力电池与储能电池领域，成长为拥 有全球竞争力的锂电池企业。 近日，《每日经济新闻》记者随"活力中国调研行"采访团来到惠州，与上市公 ...

多晶硅盘中巨震振幅高达6.67%，最高触及4.6万关口，此后高位回落再次企稳4.3万之上。 多晶硅期价冲高回落 机构：短期或延续偏强整理 17日，广州期货交易所(下称"广期所")发布《关于对多晶硅期货实施交易限额及调整工业硅期货SI2509合约交易限额的通知》。 截至7月18日，本周多晶硅(N型致密料)市场均价46.2元/千克，即期制造成本约40.08元/千克，即期单公斤净利约为6.1元/千克。价格方 面，本周多晶硅N型致密料均价环比上涨5.7元/千克。成本方面，硅粉价格上涨，成本环比上涨0.53元/千克，本周多晶硅环节净利润环比 上涨5.17元/千克。(Mysteel) 银河期货表示，近期多晶硅市场传言较多，且主要交易"反内卷"、不低于成本销售。本周多晶硅、硅片、电池、组件均召开相关会议， 确定标杆成本及价格，多晶硅价格上涨已顺利向下传导，需进一步关注电站环节动向。当前主力合约涨超45000元/吨，理论上厂家卖交 割已不再低于完全成本。价格已至高位，前期多单可止盈离场，新进多单可日内操作。工业硅方面，银河期货分析称，近两周期货价格 走强，西北硅厂向贸易商大量出货，工业硅库存由工厂转移至贸易商，部分显性库存隐 ...

Group 1 - The third China International Supply Chain Promotion Expo (Chain Expo) has gathered over 650 domestic and international enterprises, with more than 65% being Fortune 500 and industry-leading companies [1][4] - China is the only country with a complete industrial system, contributing nearly 30% to global manufacturing value added [2][4][9] - The Chain Expo serves as an important platform for promoting high-level opening-up and is recognized as a global public good amidst threats to global supply chains from unilateralism and trade protectionism [4][6] Group 2 - International participants, including the International Chamber of Commerce and the International Automobile Federation, emphasize the growing importance of the Chain Expo in fostering international cooperation in supply chains [6][8] - China’s dual advantages in supply and demand, along with its deep integration capabilities, position it as a "stabilizing anchor" in the global supply chain [9] - The expo provides opportunities for global investors, with China maintaining a favorable investment environment and offering high-quality returns [10][13] Group 3 - Confidence in China's economic growth is reflected in the data showing that high-tech manufacturing accounted for 11.7% of actual foreign investment in China in 2024 [14] - China's economy has shown a growth rate of 5.3% in the first half of the year, outperforming other major economies, driven by factors such as digitalization and automation [14][16] - The overall outlook for China's economy remains optimistic, even in challenging global conditions [16]

Core Insights - The third China International Supply Chain Promotion Expo (Chain Expo) is becoming a significant platform for promoting deep integration across various segments of the industrial chain, effectively aiding global cooperation and maintaining free trade [1][4]. Group 1: Event Highlights - The Chain Expo features over 650 domestic and foreign enterprises and institutions, with more than 100 new products making their debut [4]. - The proportion of overseas exhibitors reached 35%, with a 15% increase in the number of American exhibitors compared to the previous year, indicating the importance of the Chinese market to U.S. companies [4][10]. - More than 230 companies are participating for the first time, and over 65% of the exhibitors are from Fortune 500 and industry-leading companies [10]. Group 2: Focus Areas - The expo emphasizes six key supply chains: advanced manufacturing, clean energy, smart vehicles, digital technology, healthy living, and green agriculture [7]. - Innovation is a focal point, encouraging collaboration in emerging technologies such as artificial intelligence and quantum information to achieve digital transformation of supply chains [7]. Group 3: International Participation - The Chain Expo has a higher level of international participation, with European and American companies making up half of the total overseas exhibitors [10]. - The event serves as a new symbol of China's high-level opening-up and its commitment to maintaining the stability and smooth operation of global production and supply chains [13].

Core Insights - The third China International Supply Chain Promotion Expo is being held from July 16 to 20, showcasing advancements in global supply chain connectivity and infrastructure [1] - The 2025 Global Supply Chain Promotion Report highlights the increasing connectivity of global infrastructure, particularly in the Global South, and the steady improvement in traditional and new infrastructure [1] - Technological innovation, including advancements in digital and green technologies, is driving the evolution of global supply chains towards digitization and sustainability [1] Group 1 - The report indicates a significant rise in traditional infrastructure such as railways, airports, and ports, alongside new infrastructure like 5G and computing power, which supports the secure operation of global supply chains [1] - China is enhancing its infrastructure connectivity and promoting high-level opening-up to foster global supply chain cooperation, focusing on supply chain financial services and efficiency improvements [1] - The report emphasizes the importance of diversifying supply chains and enhancing productivity to inject certainty into global supply chain collaboration amid uncertainties [1] Group 2 - The report also focuses on the latest developments in global supply chains for cutting-edge technologies and key products, including drones, AR glasses, humanoid robots, hydropower, soybeans, and wine [2] - It provides a clear mapping of the upstream and downstream distribution of these supply chains and summarizes the supply chain-related policies introduced by major economies [2] - China's innovative practices and contributions to the development of these supply chains are highlighted in the report [2]

Core Viewpoint - The article discusses a significant transaction involving Hong Kong's CK Hutchison Holdings, which plans to sell 43 overseas port assets, including those at both ends of the Panama Canal, to the American BlackRock consortium. The Chinese government demands that state-owned COSCO Shipping must take a stake in the deal, threatening to block the sale if excluded. This situation highlights the deeper contradictions in the strategic competition between China and the U.S. [5][9][21] Group 1: Transaction Details - CK Hutchison Holdings is selling its port assets, which are crucial for controlling logistics at the Panama Canal, a key global shipping route that handles 6% of global maritime trade, with Chinese shipping accounting for 21% of that volume [5][9] - The ports in question, Colon and Balboa, have a concession until 2047, making them strategic assets for both logistics and geopolitical influence [5][9] Group 2: Geopolitical Implications - The acquisition by the U.S. consortium is interpreted as a move to strengthen control over strategic shipping routes through commercial means, potentially integrating these ports into a U.S.-led logistics network [7][9] - China's intervention stems from concerns over supply chain security, as COSCO is a major player in global shipping and has established key logistics nodes in Latin America [7][10] Group 3: Strategic Responses - China's demand for COSCO's involvement is seen as a systematic counter to U.S. strategic pressure, aiming to ensure that critical supply chains remain unaffected by external interference [10][12] - The request aligns with China's broader "Belt and Road" initiative, enhancing its logistics network in Latin America and potentially optimizing trade routes with reduced shipping times and costs [12][15] Group 4: Potential Outcomes - The outcome of this transaction could significantly reshape the global port operations landscape and the strategic balance between China and the U.S. [17][21] - The U.S. faces challenges, including the Panamanian government's fluctuating stance and potential antitrust scrutiny from the EU, which could hinder the transaction if COSCO is excluded [19][21] - If COSCO gains control of the Panama ports, it could enhance China's shipping efficiency and counter U.S. military logistics strategies in the region [21][23]

在第三届中国国际供应链促进博览会（链博会）现场，赛力斯在接受中国能源网专访时，以详实数据披 露了其2024年新能源汽车业务的强劲表现与未来战略方向。 在第三届中国国际供应链促进博览会（链博会）现场，赛力斯在接受中国能源网专访时，以详实数据披 露了其2024年新能源汽车业务的强劲表现与未来战略方向。数据显示，该公司全年新能源汽车销量达 426,885辆，同比激增182.84%，超额完成年度目标，经营活动现金流净额达225.2亿元。 据了解，在供应链领域，赛力斯实践了深度集成化战略，一级供应商数量从300家优化至100家，包括宁 德时代等20家世界级伙伴。其创新的"厂中厂"模式将核心供应商生产线嵌入自有超级工厂，实现指令下 达至产线调整响应时间缩短至20分钟以内，数千种零部件实现"当日周转"。这一产业集群化模式大幅提 升了供应链韧性与协同效率。 针对豪华车市场，问界品牌展现出强劲竞争力。2024年问界品牌成为单车成交均价超40万元的唯一国产 品牌。最新发布的杰兰路研究报告显示，问界M9以85.2的NPS（净推荐值）登顶总榜第一，并获2025上 半年中国插混/增程车型保值率冠军。张兴海开年时提出2025年问界M9夺 ...