【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].

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]