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 ...

Report Summary 1. Report Industry Investment Rating No industry investment rating is provided in the report. 2. Core View The supply pressure of urea remains high, with daily production close to 200,000 tons at a high level and enterprise inventory still around 750,000 tons. The top - dressing demand in July will support the price, but if domestic agricultural demand weakens and export demand is not supplemented, urea prices will face significant downward pressure. The subsequent turnaround lies in exports. (View score: 0) [1] 3. Summary by Related Catalogs 3.1 Price Changes - **Urea Futures Prices**: On July 17, compared with July 16, UR01 increased by 8 yuan/ton (0.58%), UR05 by 3 yuan/ton (0.17%), UR09 by 10 yuan/ton (0.56%), Shandong increased by 10 yuan/ton (0.56%), and Shanxi remained unchanged [1]. - **Domestic Spot Prices**: On July 17, compared with July 16, Henan decreased by 10 yuan/ton (-0.55%), Hebei by 10 yuan/ton (-0.56%), Northeast by 10 yuan/ton (-0.56%), and Jiangsu increased by 10 yuan/ton (0.56%) [1]. - **Spread and Basis**: The basis of Shandong spot - UR increased by 7 yuan/ton, and the spread of 01 - 05 increased by 5 yuan/ton [1]. - **Upstream Costs**: The anthracite prices in Henan and Shanxi remained unchanged at 1000 yuan/ton and 820 yuan/ton respectively [1]. - **Downstream Prices**: The prices of compound fertilizer (45%S) in Shandong and Henan, and the prices of melamine in Shandong and Jiangsu remained unchanged [1]. 3.2 Important Information The previous trading day, the urea futures main contract 2509 had an opening price of 1733 yuan/ton, a high of 1747 yuan/ton, a low of 1731 yuan/ton, a closing price of 1743 yuan/ton, a settlement price of 1740 yuan/ton, and a position of 198,012 lots [1]. 3.3 Trading Strategy The previous trading day, UR fluctuated within a range and closed at 1743. The supply pressure of urea is large, and the subsequent turnaround depends on exports [1].

Core Points - The European Parliament has informally passed a motion emphasizing the need for the EU to identify and strengthen its key advantages in critical goods and technologies relative to China, expressing concerns over China's export licensing requirements for sensitive data [1] - The motion highlights that China's export licensing system for rare earth elements is politically motivated and poses a threat to the supply chains of EU companies, given that China accounts for approximately 60% of global rare earth mining and over 90% of rare earth permanent magnet production [1] Group 1 - The European Parliament calls for the EU Commission and member states to accelerate the implementation of the Critical Raw Materials Act (CRMA) to achieve domestic production and diversification of rare earths by 2030 [3] - The Parliament urges strengthening cooperation with non-Chinese resource countries in the rare earth sector, establishing sustainable partnerships based on human rights and environmental standards [3] - A strategic stockpiling plan is recommended to maintain industrial security, similar to oil and gas reserve mechanisms [3] Group 2 - The motion indicates a significant shift in the EU's approach to global supply chain security and strategic resource autonomy, framing it as a security policy rather than merely an industrial issue [3] - The EU aims to enhance domestic refining of rare earths to at least 40%, achieve a recycling rate of 25%, and a self-sufficiency rate of 10% by 2030 through the CRMA and green project investments [3] - China's Ministry of Foreign Affairs asserts that rare earths are dual-use materials and that the export licensing aligns with international norms, emphasizing that it will not affect normal supply to Europe [4] Group 3 - Potential trade tensions may escalate if China maintains its export licensing in the short term, with the EU possibly initiating reciprocal measures or engaging in dialogue through the World Trade Organization (WTO) [5] - The European Parliament's strong stance against China's rare earth export restrictions indicates a strategic preparation involving legal, reserve, and cooperative measures [5] - Upcoming key events, such as the EU-China summit, may determine the future cooperation or confrontation regarding rare earth issues [5]

Core Insights - Huang Renxun, the founder of Nvidia, has emphasized the importance of the Chinese market and supply chain during his recent visits to China, showcasing a strong desire for continued collaboration with Chinese companies [1][2][3] Group 1: Nvidia's Engagement with China - Huang Renxun has visited China three times in the past year, indicating a strategic focus on the Chinese market [2] - During a meeting with the China Council for the Promotion of International Trade, Huang reiterated that China is a crucial market for Nvidia and expressed hopes for ongoing cooperation [2] - Nvidia has a 25-year history in China, having entered the market early with its Geforce graphics cards [2] Group 2: Market and Supply Chain Insights - Huang highlighted the significance of China's supply chain, describing it as a "miracle" and a catalyst for global AI innovation [2][3] - He stated that a large market is essential for technological leadership, as it generates revenue and profits to support further investment [3] - Huang noted that China has a robust supply chain system, particularly in large-scale consumer goods manufacturing, which provides Nvidia with unique opportunities [3] Group 3: Global Supply Chain Trends - During the same event, the China Council for the Promotion of International Trade released the 2025 edition of the Global Supply Chain Promotion Report, indicating that despite global uncertainties, the global supply chain is evolving towards greater efficiency and vitality [4] - This trend supports the notion that economic globalization remains a prevailing force [4][5]

Core Viewpoint - The third China International Supply Chain Promotion Expo showcases the collaborative growth of multinational companies and local enterprises, emphasizing the resilience and integration of China's supply chain, which boosts multinational companies' confidence in deepening their presence in China [1][6]. Group 1: Green Collaboration in Supply Chains - Apple and its suppliers, including XINWANDA and JIESIDE, are demonstrating a deep integration with China's supply chain, showcasing innovations such as a magnetic levitation conveyor line that improves production efficiency by 200%-300% compared to traditional lines [2]. - XINWANDA has achieved 100% green electricity usage for its production lines supplying Apple, with an overall green electricity share of 40% [2]. - JIESIDE has implemented solar panels and energy storage facilities in its factories, currently achieving a green electricity share of 10%, with plans for full green production [2]. - Schneider Electric's "Zero Carbon Plan" aims to help 1,000 global suppliers, including 270 in China, reduce carbon emissions by 50% by 2025 [2][3]. Group 2: Deep Collaboration Reshaping Industry Ecosystems - McDonald's China, along with 11 partners, launched the "McChain" initiative, emphasizing a collaborative approach among brands, employees, and suppliers to foster a new ecosystem in China [4]. - The initiative promotes high standards for chicken quality and animal welfare, with suppliers like Qindao Jiulian Group committing to 100% cage-free chicken farming [4]. - GE Healthcare has driven local production, collaborating with over 1,000 supply chain partners to enhance growth and innovation [4][5]. Group 3: Confidence in China's Supply Chain - The competitiveness of China's supply chain is highlighted by its comprehensive integration and rapid response capabilities, which lower logistics costs and enhance efficiency [6]. - Schneider Electric emphasizes China's strategic importance, noting that it is the only country with full R&D capabilities across all its business lines [6]. - Experts point out that China is enhancing its position in high-end industries and creating new opportunities for global enterprises through unified market construction and demand expansion strategies [7].

新华社北京7月18日电 专访：供应链韧性的核心是合作 期待进一步融入中国创新生态——访美国安 森美公司全球高级副总裁马库斯·克奈费尔 新华社记者曹筱凡 "我们此次来华，不只是为了观展，而且还为了发声、倾听与合作。中国不仅是全球制造中心，更 是创新策源地。我们希望通过参与链博会进一步融入中国的创新生态，共同推动智能出行和绿色能源的 发展。"美国半导体制造商安森美公司全球高级副总裁马库斯·克奈费尔17日在北京接受新华社记者专访 时表示。 在全球芯片产供链遭受多重冲击与考验之际，中美两国产业合作备受瞩目。克奈费尔对记者说，来 北京参加第三届中国国际供应链促进博览会，充分体现了安森美对中国市场的高度重视与长期承诺。 安森美前身为摩托罗拉半导体部门，现主营业务为智能电源和感知技术，两大品类市场份额均居全 球前三，其碳化硅产品解决方案广泛应用于新能源汽车、新能源发电与储能系统等。作为第一批进驻中 国的跨国半导体公司之一，该公司于1995年在乐山建厂，如今在中国已有三家工厂，拥有4000余名员 工，是蔚来汽车、极氪和理想汽车等中国整车企业的供应商。 克奈费尔表示，供应链韧性的核心是合作，参与各方需要以开放心态维护贸易稳定与 ...

来源：环球网 【环球网报道 记者 李青云】7月16日至20日，第三届中国国际供应链促进博览会（以下简称链博会）在 北京中国国际展览中心顺义馆举办。记者深入3号馆健康生活链展区，亲身感受到这里中外企业携手共 进、创新合作的蓬勃活力。 外国展商点赞中国供应链 本次链博会，不少外国参展商选择与中国合作方或者中国供应商一同参展。 星巴克中国连续第三届参展。展台上，星巴克携手战略合作伙伴远景，联合供应商伙伴结成减碳联盟， 聚集全链绿色力量，打造面向未来的可持续供应链。此外，星巴克即饮业务首次登陆链博会展台，全面 展示从创新、采购、生产到分销的本土化产业链布局。 作为唯一参展的外资美妆企业，首次登上链博会舞台的欧莱雅，展示日化及美妆产业链的创新能力和合 作成果。在展台看到，欧莱雅旗下多个品牌的护肤品、香水等产品外包装均已添加二维码标识，只需扫 码，就能追溯到产品的物流、生产工厂及成分信息。 "欧莱雅在中国生产的化妆品，除了满足中国市场的需求外，还出口到了其他国家。"欧莱雅现场工作人 员向记者介绍，目前公司62%的销量都来自中国两家工厂生产的产品，欧莱雅去年还在中国建成了全球 第一家智能运营中心，每小时可处理超7000个消 ...

办公桌上堆叠着来自不同部门的采购申请单，电脑屏幕上同时打开十几个供应商报价Excel表格，电话铃声此起彼伏——催货、询价、催审批？这混乱场景 正是千万中国企业集采现状的缩影：信息割裂、流程冗长、决策盲行。而在同一时刻，南钢集团的采购系统自动匹配最优供应商，AI智能评审瞬间完成资 质核验，区块链合同即时生效。这静水流深的高效场景背后，正是Legendshop朗尊智慧集采平台的数字化力量在运转。 企业集中采购虽具规模优势，却在实践中陷入多重困境： 当央企采购电商化率将在2025年达到75%（市场规模超3万亿/年），传统集采模式已难以为继。智慧集采不再仅是效率工具，而是企业供应链竞争力的分水 岭。 Legendshop朗尊平台以流程机器人（RPA）与区块链技术为双轮驱动，实现采购全链路穿透式管理： Legendshop朗尊平台重构了供应商管理模式： 南钢集团的转型堪称教科书级案例。在朗尊支持下构建的"鑫智链平台"，创造性地实现： 另一央企客户则通过朗尊平台实施"集采升维计划"：在AI辅助策略制定与智能分包的驱动下，3个月内集采率从42%飙升至67%，综合成本下降8.3%。这些 案例揭示出智慧集采落地的黄金法则：以数 ...

化工日报 | 2025-07-18 供应恢复不如预期，EG震荡反弹 核心观点 市场分析 期现货方面：昨日EG主力合约收盘价4372元/吨（较前一交易日变动+21元/吨，幅度+0.48%），EG华东市场现货价 4433元/吨（较前一交易日变动+48元/吨，幅度+1.09%），EG华东现货基差（基于2509合约）62元/吨（环比-8元/吨）。 近期浙石化计划外降负，另外沙特因电力问题几套仍在停车中，另外，卫星石化90万吨/年的乙二醇装置原计划在8 月中下旬重启，目前重启大概率会推后，整体国内外供应提升均不如预期，EG价格反弹。 单边：中性 跨期：无 跨品种：无 风险 原油价格波动，煤价大幅波动，宏观政策超预期，地缘变化超预期 生产利润方面：乙烯制EG生产利润为-54美元/吨（环比+2美元/吨），煤制合成气制EG生产利润为41元/吨（环比+3 元/吨）。 库存方面：根据 CCF 每周一发布的数据，MEG 华东主港库存为55.3万吨（环比-2.7万吨）；根据隆众每周四发布 的数据， MEG 华东主港库存为49.4万吨（环比+1.3万吨）。上周主港实际到货总数9.6万吨，周度港口库存小幅去 库；本周华东主港计划到港总数 ...

交易咨询业务资格：证监许可【2012】1091号 沥青期货早报 1 每日观点 2 基本面/持仓数据 每日观点 供给端来看，根据隆众，2025年7月份国内沥青总计划排产量为253.9万吨，环比增幅5.9%,同 比增幅23.4%。本周国内石油沥青样本产能利用率为33.9166%，环比增加0.779个百分点，全国 样本企业出货26.12万吨，环比增加10.91%,样本企业产量为56.6万吨，环比增加2.35%,样本企 业装置检修量预估为58.2万吨，环比减少2.51%,本周炼厂有所增产，提升供应压力。下周或将 增加供给压力。 需求端来看，重交沥青开工率为32.7%，环比增加0.03个百分点，低于历史平均水平；建筑沥青 2025年7月18日 大越期货投资咨询部 金泽彬 从业资格证号：F3048432 投资咨询证：Z0015557 联系方式：0575-85226759 1 重要提示：本报告非期货交易咨询业务项下服务，其中的观点和信息仅作参考之用，不构成对任何人的投资建议 。 我司不会因为关注、收到或阅读本报告内容而视相关人员为客户；市场有风险，投资需谨慎。 目 录 6、预期: 续去库；原油走弱，成本支撑短期内有所走弱； ...