特朗普搬起石头砸自己的脚？ 据美国财政部最新数据显示，截至2025年3月底，中国持有的美国国债已减少至7654亿美元，英国已经超越中国成为美国国债的第二大持有国。 中国长达12年的美债减持之路让人毫无察觉，当全世界都在关注美元霸权何时衰落时，中国却在悄然布局一盘更大的棋。 从2022年开始，中国的美债持仓就一直低于1万亿美元，2022年、2023年、2024年，中国分别减持1732亿美元、508亿美元、573亿美元美国国债。 持续性的减持在当时还迎来了不少网友的不解，认为有一定的风险。 一切的恐惧都来自火力不足，兜里有米心里才不慌。 比尔盖茨一语成谶。 美债一路高歌猛"退"，人民币反而站起来了？ 而比尔·盖茨却有所预料，曾在采访的时候提醒，如果美国对中国的封锁不进行改动，最终会适得其反，如今回看，比尔·盖茨的这个预言正在逐步成为现 实。 美国政府的债务规模已从1980年的9000亿美元暴增至2025年的34万亿美元，这种"滚雪球"式的债务增长很难不让人担忧其可持续性。 美国政府内部对于债务问题的分歧也是越来越大。美联储FOMC内部在利率政策上存在明显分歧，2025年FOMC投票成员"鹰派"和"鸽派"两方的观点 ...

Group 1 - The third China International Supply Chain Promotion Expo was held in Beijing from July 16 to 20, where UOB released the "UOB Business Outlook Survey 2025 (Mainland China Edition)" [1] - The report identifies three main challenges faced by domestic enterprises: rising supply costs, procurement challenges, and difficulties in working capital management [1] - Geopolitical fluctuations have impacted supply chains to varying degrees, prompting a shift in supply chain strategies from "China+1" to a more robust "China+N" approach [1] Group 2 - ASEAN is viewed as the most important overseas procurement market, terminal market, and future investment destination by domestic enterprises, with Malaysia being the most favored [2] - The digitalization of supply chains is accelerating, with one-third of surveyed enterprises utilizing digital platforms for inventory management and a rise in digital applications in logistics and supply chain management from 35% to 42% [2] - Enterprises are seeking support through collaborations with industry associations, state-owned enterprises, or large companies, as well as connections to suitable technology and solution providers [2]

Core Insights - The third Chain Expo held in Beijing introduced a global supply chain reconstruction solution leveraging AI and big data to enhance industry resilience and collaboration [1] - The solution focuses on four key stages of enterprise globalization: market entry, compliance establishment, cost reduction and efficiency improvement, and supply chain deepening [1] - It addresses nine core pain points and covers three major demands: supply chain digitization, global trade compliance, and supply chain greening [1] Group 1 - The solution aims to provide precise navigation and optimization strategies for enterprises [1] - It transforms complex supply chain reconstruction logic into actionable plans to meet the needs of industrial upgrades and supply chain adjustments [1] - The core principle of the solution is "promoting trade through data" [1]

Core Insights - The China Food Industry Supply Chain Promotion Conference aims to enhance the global competitiveness of the flour-based food industry, gathering industry representatives and experts to discuss development paths [1][2]. Group 1: Industry Transition - The flour industry is transitioning from local flavors to becoming a pillar of the national economy, as highlighted by industry leaders [2]. - Regional specialties such as Tongxu spicy noodles and Guilin rice noodles showcase the industrialization of local flavors [2]. Group 2: Supply Chain Innovation - The flour industry is experiencing a synergy of consumption upgrades, e-commerce connections, and policy support, with a shift in consumer demand from "eating enough" to "eating well" [3]. - Key innovations in supply chain efficiency are driven by cost reduction and consumer benefits, emphasizing the importance of supply chain optimization [3]. - The establishment of the "China Flour Chain Industry Expert Think Tank" aims to publish annual supply chain development white papers and conduct industry research [4]. Group 3: Industry Upgrades - The industry faces challenges such as supply chain collaboration, health demands, and globalization, with a focus on new flavors, processes, ingredients, and channels [5]. - Companies are expected to enhance supply chain control from farm to table, with significant growth potential in flour-based products [5]. - Innovations in flavor and health, such as low-GI products and reduced sugar options, are critical for meeting evolving consumer preferences [5]. Group 4: Collaborative Growth - The conference emphasized the need for a collaborative approach in the food industry, moving away from isolated operations to a more interconnected supply chain [6]. - The "China Food Industry Supply Chain Global Tour" initiative aims to expand market share and foster cultural communication through food [9]. - The launch of the "2025 Supply Chain Innovation Enterprises" list highlights 25 leading companies in the industry, showcasing their innovative capabilities [6].

Group 1: Legal Issues in the Coffee Industry - Luckin Coffee won a trademark infringement case against Lucky Cat Coffee, resulting in a compensation of 5 million yuan [1][2] - The court found that the trademarks of Lucky Cat Coffee and Luckin Coffee were highly similar in appearance and visual effects, increasing the likelihood of confusion [2] - The infringing company, Hot Flow Company, was deemed to have acted with obvious malicious intent, profiting significantly from the infringement [2] Group 2: Strategic Partnerships and Sustainability Initiatives - Starbucks China announced a strategic partnership with Envision Group to develop a digital carbon management platform, aiming to cover 100% of its direct and indirect suppliers over the next three years [3] - The partnership will enhance sustainability practices in over 7,500 Starbucks stores, integrating smart IoT systems for real-time data tracking and energy efficiency [3] - Envision's solutions in the Starbucks Coffee Innovation Park include solar energy, smart storage, and digital carbon management systems to achieve energy savings and carbon reduction [3] Group 3: Market Expansion - Blue Bottle Coffee opened its first independent store in Southeast Asia at the Palais Renaissance shopping center in Singapore, following the success of its previous franchise [7] - The new store features a menu that includes Bella Donovan espresso drinks starting at 6.50 SGD, along with exclusive products like yogurt bowls and homemade waffles [7] Group 4: Environmental Restoration Efforts - Nestlé and Barry Callebaut announced a collaboration with Re.green to restore cocoa and coffee-growing regions in Brazil as part of their environmental restoration project [8][9] - The initiative aims to plant 11 million trees over 8,000 hectares, with Nestlé fully funding the Re.green project and covering 60% of Barry Callebaut's costs [9]

Group 1 - The third China International Supply Chain Promotion Expo (Chain Expo) is being held in Beijing, featuring over 230 companies including Nvidia, L'Oreal, Schneider Electric, and Medtronic, emphasizing the importance of supply chain collaboration [1][2] - The Chain Expo serves as a platform for enhancing communication and cooperation among enterprises, focusing on the theme of supply chain [1] - L'Oreal's North Asia and China Public Affairs President highlighted the strategic role of the Chinese market in building a robust, efficient, and sustainable global supply chain [1][3] Group 2 - Nvidia's CEO announced the resumption of H20 chip sales in China, emphasizing the significance of the Chinese market as the second-largest technology market globally [3] - The CEO of Medtronic expressed confidence that China will become the largest medical market and an important source of innovation, showcasing a locally developed heart pacing catheter at the expo [3][4] - L'Oreal's initiatives in China, such as the upgrade of the two-dimensional barcode application guide, are enhancing global supply chain traceability and expanding their suppliers' businesses internationally [4][5]

Group 1 - The global supply chain is showing an overall positive development trend, with a strong push for open cooperation among countries [2] - The "Global Supply Chain Promotion Report" and the global supply chain index matrix were released, highlighting improvements in the promotion, connection, innovation, and resilience indices from 2018 to 2024, with the promotion index increasing from 1 to 2.71 [2] - The resilience index remains relatively weak, indicating that the internal quality of the global supply chain is unstable and vulnerable to various adverse factors [4] Group 2 - Open cooperation in the global supply chain is essential for companies like Qualcomm, which benefits significantly from such collaboration [2][3] - The innovation index has risen to 2.16, driven by investments in innovation across the supply chain, highlighting the increasing importance of technological advancements [7] - Companies are focusing on technology investments to enhance the "innovation chain" and improve the quality and efficiency of the global supply chain [8]

不到一周，7月15日，苹果公司也加入了这场竞争，斥资5亿美元与MP Materials合作，在得克萨斯州建设工厂，生产稀土磁铁，并在加州山口附近设立回收 设施，利用废旧电子产品提取稀土。苹果还承诺，从2027年起，将使用这些本土生产的磁铁来制造iPhone振动马达等部件。此举不仅有助于MP扩展产能， 还推动了循环经济的发展。国防部在此基础上继续加码，8月又投入了3.5亿美元，用于建设"10X设施"，专门用于磁体制造。MP计划在年底前生产1000吨钕 铁硼磁铁，供应国防和汽车产业。通用汽车也参与其中，计划从2025年开始，使用MP的磁铁生产电动汽车。这一系列的私企与政府合作，形成了一个平行 的供应链，逐步绕开了中国主导的市场定价。 稀土这个词，听起来非常高大上，实际上它就是一组金属元素，包含17种，名字或许在化学课本里很熟悉，但在现实生活中却并不常见，比如钕、镨、镝 等。但这些金属元素可不是摆设，它们是现代科技的关键组件。手机、电动车电池、导弹导引系统，几乎每一个高科技产品里都有它们的身影，没了它们， 很多先进产品将无法运作。当前，全球稀土的主要供应来源集中在中国，采矿量占全球市场的60%以上，加工能力更是高达 ...

Core Viewpoint - The recent controversy surrounding Sam's Club's product selection adjustments highlights the shift from exclusive brands to more commonly found brands, raising questions about the perceived value of membership privileges [1][2]. Group 1: Product Selection and Branding - Sam's Club has faced criticism for introducing products with unfamiliar English names, such as "PANPAN" French puff, which are actually from well-known domestic brands [2][5]. - The "PANPAN" trademark was registered in 2017, indicating that it was not created specifically for Sam's Club [3][5]. - The "Sweet Hour" brand, associated with the product "益生元岩烧海苔," was registered by Guangdong Xizhilang Group in 2000, long before Sam's Club entered the Chinese market [5][6]. Group 2: Supplier Relationships and Product Quality - Sam's Club maintains high standards for its suppliers, requiring certifications for products, which limits the number of eligible suppliers [10]. - The self-branded products, such as Member's Mark, are primarily produced by well-known Chinese manufacturers, ensuring quality and local sourcing [10][11]. - The company relies heavily on local suppliers for popular items, such as frozen baked goods, which are produced by companies like Lihigh Foods [11]. Group 3: Market Positioning and Consumer Perception - The introduction of products with foreign-sounding names has led to consumer confusion regarding the origin of these products, prompting discussions about transparency in branding [15]. - Industry experts suggest that the quality of products should not be judged solely based on their branding, advocating for a better understanding of the value of domestic manufacturing [15].

新华社北京7月18日电 题："链"动未来 数智赋能——从链博会看数字科技发展新趋势 新华社记者张千千、申铖 智能机器人与观众握手、互动，磁悬浮输送产线精确运转，智能系统实时分析供应链情况……在第三届 中国国际供应链促进博览会上，来自海内外的企业、平台等亮相数字科技链展馆，展示科技创新成果与 供应链发展新动向。 人工智能是今年数字科技链展馆的核心主题，馆里的"科技味"格外浓郁。 杭州宇树科技股份有限公司把人形机器人G1带到现场，展示其交互能力；浙江中控信息产业股份有限 公司发布了"智慧城市AI大模型一体机"，展现了城市数智化转型的创新应用场景；湖北集结21家企业带 来人形机器人产业链展示，引来观众驻足…… 记者在采访中还发现，不少企业将人工智能、大数据等技术应用在供应链中，赋能全链条发展。 "人工智能是提升供应链韧性的关键引擎。"浪潮数字企业ERP（企业资源计划）产品部负责人隋志超认 为，一方面，通过AI对供应链全链路数据实时分析，提升需求预测精度；另一方面，借助AI驱动的协 同网络，打通上下游数据壁垒，提升供应链各环节响应速度；此外，通过AI算法优化资源调度，还能 在突发状况下快速重构供应链路径，增强抗干扰能 ...