第三届链博会开幕，山东雄厚的产业基础备受关注 山东港口集团也是第三次参加链博会。集团总经理李奉利介绍，企业来参加链博会，主要聚焦于价 值链的创造。在他看来，山东是共建"一带一路"的双节点，港口在保障连通性上非常重要，"山东港口 是全世界最大的一个港口区，要把连通性搞起来，扮演好枢纽的角色，以更好服务于经济的发展。" "这次链博会山东是主宾省，我们在这里见到了国际上非常多的大供应商、大航运公司，我们在展 厅里面和世界上很多大企业一起进行展示和交流。"李奉利说。 "期待在原料研发、智能制造、绿色物流等环节，与全球伙伴深化产业链协同创新，共同提升啤酒 产业链的竞争力与活力，用一瓶好啤酒与世界干杯。"江欢说。 像青岛啤酒这样的参展鲁企，在本届链博会上有78家，展出的展品过千件。 作为本届链博会的主宾省之一，山东的展览展示面积达到2600平方米，包含主宾省主题展区、"六 链一区"独立展示、清洁能源链"齐鲁新动力"专区三个部分，集中展示了山东雄厚的产业基础，以及标 志性产业链特色，推动山东产业链、供应链国际化交流合作。 在山东高速集团的展台，山东中欧班列占据了显著位置。山东高速齐鲁号欧亚班列运营有限公司市 场运营部工作人 ...

Group 1: Government Initiatives and Policies - The State Council meeting emphasized the need to promote high-quality development in the electric vehicle industry, addressing irrational competition and enhancing industry standards through technological innovation [1] - The Ministry of Commerce issued a notice to encourage local authorities to implement tax incentives for foreign investors, aiming to stabilize investment expectations and reduce costs [1] - The third China International Supply Chain Promotion Expo highlighted China's role in ensuring the stability of global supply chains and promoting digital, intelligent, and green transformations [1] Group 2: Industry Developments - The largest electricity load in China reached a record high of 1.506 billion kilowatts, indicating a significant increase in demand compared to the previous year [1] - A coalition of major potassium fertilizer companies in China announced an initiative to increase supply and reduce prices, aiming to stabilize market expectations [1] - Tesla's new electric vehicle model was included in the latest vehicle product announcement by the Ministry of Industry and Information Technology, indicating ongoing developments in the electric vehicle sector [1] Group 3: Market Performance - The Shanghai Composite Index closed at 3503.78, down 0.03%, while the Shenzhen Component Index fell by 0.22% to 10720.81 [3] - The Hang Seng Index decreased by 0.29% to 24517.76, reflecting a broader trend of declines in major indices [3] - The WTI crude oil price was reported at $65.39, down 0.26%, indicating fluctuations in the energy market [3] Group 4: Corporate Announcements - Postal Savings Bank plans to establish a financial asset investment company with an investment of 10 billion yuan [4] - Wuzhou International plans to acquire 100% of Nantah Lake Technology for 1.457 billion yuan [4] - Anke Innovation is preparing to research overseas share issuance matters, indicating potential expansion strategies [4]

Group 1 - The third China International Supply Chain Promotion Expo (Chain Expo) has commenced in Beijing, with the theme "Linking the World, Creating the Future," attracting global attention [1] - Guangdong province, as the guest province, showcased 64 leading enterprises including ZTE, TCL, and Xpeng Motors, with a record exhibition area exceeding 4,000 square meters [1] - Guangdong is leveraging its nine trillion-level industrial clusters to demonstrate its ambition of "Yue Chain Yue Strong, Leading the World" [1] Group 2 - In the advanced manufacturing chain exhibition area, UBTECH's humanoid robot Walker C attracted significant attention after completing its task at the Osaka Expo [1] - Xpeng Motors showcased its Turing AI chip, which has improved information processing capacity by 300% per second, highlighting rapid advancements in China's smart automotive technology [1] - The digital technology chain exhibition featured the world's first "art texture screen" by Zhouming Technology, impressing attendees [1] Group 3 - The digital technology chain area saw the debut of Jiechuang Intelligent's "Xiaotian Dog," an integrated land and air intelligent robot designed for emergency rescue, which received positive feedback from international visitors [5] - New Bao Tang's innovative dried tangerine peel products attracted interest from Southeast Asian exhibitors, showcasing the integration of digital technology across various sectors [10] - Guangdong's industrial ecosystem is characterized by a "chain master enterprise + single champion + specialized and innovative" model, promoting collaborative development [10] Group 4 - During the expo, the Guangdong International Supply Chain Cooperation Conference was held, emphasizing Guangdong's role as a crucial node in global supply chains [12] - The conference highlighted Guangdong's robust industrial ecosystem and its innovative spirit, with multiple cooperation agreements signed with Thailand [12] Group 5 - In the health and wellness chain exhibition area, Shengjian Medical showcased a global production interactive screen, illustrating the entire process from cotton fields to medical supplies [15] - Guangzhou Zhuozhi Group launched its cross-border supply chain management platform "Shumao Tong," designed to enhance supply chain efficiency and break down information barriers in international trade [15]

以下文章来源于刺猬公社 ，作者刺猬公社编辑部 刺猬公社 . 互联网内容行业观察与研究 小城铜仁的抹茶之路。 文 ｜ 冰点 编辑 ｜ 陈梅希 来源｜ 刺猬公社（ID：ciweigongshe） 封面来源 ｜ pexels 今年，"日本抹茶短缺"的新闻引起了全球注意。 6月初，BBC的一名作者来到日本宇治——这个几乎和日本抹茶划上等号的城市。她在宇治著名的抹茶店"中村藤吉本店"，亲眼见证了抹茶粉在开业5分钟内 快速售罄的盛况。这家店没有限制购买量，而有些宇治抹茶品牌为了保证对寺庙、神社等重要场所的供应，已经开始限制游客购买了。 作者拍摄 抹茶的种植与加工工艺决定了其产量无法在短期内大幅提升，而日本的旅游热潮以及海外社交媒体对于抹茶的追捧极大地拉升了需求量。根据日本国家旅游 局统计，2024年赴日游客人数为3687万，同比增长47%，达到历史新高。而在Google Trends上搜索"抹茶"，其在2025年的热度值相比2019年的高峰时期也 增长了33.3%，达到了历史巅峰热度。 与此同时，中国正悄悄成为世界上最大的抹茶生产国和消费国。其中，贵州省铜仁市，贡献了全国四分之一的抹茶产量，被称作"中国抹茶之都"。 在日 ...

曾在美国政府担任高级官员的半导体专家梅根·哈里斯说，对于中国在芯片工具制造方面的能力，美国 的看法未免天真或无知，"最坏情况是，中国的工具制造商不仅在国内具有竞争力，甚至在国际上具有 竞争力。而这即将到来，且一旦开始就很难停止"。 日本《日经亚洲评论》7月16日文章，原题：中国能够打造自己的阿斯麦吗？在北京，中国顶尖芯片制 造商中芯国际的工程师们正夜以继日地工作，以扩大14纳米甚至7纳米芯片的产量。对于一家已在美国 打压下艰苦奋斗数年的公司来说，能制造这么先进的芯片无异于重大突破。但中芯国际的使命并非仅限 于制造芯片，该公司希望完全使用中国国产设备来制造它们。有关目标已被明确写入中国的经济路线图 ——推动集成电路全产业链自主可控。消息人士说，中国的芯片制造商正努力实现目标。 事实上，自2019年以来，中国排名前五的芯片工具制造商在美中紧张加剧的情况下蓬勃发展。如今，在 除光刻之外的每个芯片制造步骤中，中国都拥有或将挑战全球领军者的本土企业。美国半导体分析师查 尔斯·史说："中国显然正努力开发本土光刻技术，这需要时间。"日本某芯片工具供应商高管说："整个 行业都密切关注来自中国的日益激烈竞争……我们知道他们正努 ...

"链博首发站"活动首次举办，全球供应链指数矩阵首次发布，各链条和展区可视化产业图谱首次展 示……在7月16日开幕的第三届链博会上，多个"首次"集中落地，不仅展示了最新技术和产品，而且释 放出全球供应链不断创新、加强合作的信号。 百项首发：全球创新技术集中亮相 贝特瑞发布行业首款硅负极专用石墨材料、朗新科技集团发布AI能源大模型、渣打银行首发一站式跨 境供应链金融解决方案……在"链博首发站"活动专区里，24场发布活动呈现了百余项全球前沿技术，覆 盖了新产品、新技术、新工艺、新场景、新生态、新链条六大维度，聚焦新能源、数字科技、医疗健康 等众多领域，集中展现全球供应链最新的前沿突破。 "链博首发站"是今年链博会首次设立的活动专区，构建了一个多维立体的创新成果推广网络，既有新品 发布、媒体传播及产业链交流，又有政策支持与营商环境推介。 在先进制造链展馆，首次设立的"创新链专区"最为瞩目。中国贸促会法律部部长于毅表示，今年的"创 新链专区"打通了从知识产权确权、技术孵化到成果落地全流程，是链博会构建科技创新生态闭环的一 次全新实践。 大连科天新材料有限公司是"创新链专区"新材料领域的科技成果转化企业，公司董事长王汉光 ...

证券研究报告 2025 年 7 月 17 日 星期四 资料来源：东莞证券研究所，iFinD 数据 后市展望： 周三指数震荡整理，沪指坚守 3500 点。A 股早盘冲高回落，午后维持窄幅震荡，沪 指围绕 3500 点附近震荡，深证成指、创业板指尾盘翻绿，市场超 3200 股飘红。板块涨跌 互现。社会服务、汽车、医药生物、轻工制造和农林牧渔等板块涨幅靠前；钢铁、银行、 有色金属、非银金融和建筑装饰等板块跌幅靠前。概念指数方面，动物疫苗、仿制药一致 性评价、青蒿素、禽流感和阿尔茨海默概念等板块涨幅靠前；金属铅、硅能源、金属锌、 稀土永磁和特钢概念等板块跌幅靠前。 消息方面，中国贸促会表示，将维护全球产业链供应链安全稳定，推动拆除割裂贸易、 【A 股市场大势研判】 沪指坚守 3500 点 市场表现： | 指数名称 | 收盘点位 | 涨跌幅 | 涨跌 | 上证指数分时图 | | | --- | --- | --- | --- | --- | --- | | 上证指数 | 3503.78 | | -1.22 | | -0.03% | | 深证成指 | 10720.81 | -0.22% | -23.75 | | | | ...

Core Points - The third China International Supply Chain Promotion Expo opened in Beijing, emphasizing the importance of global industrial and supply chain cooperation for mutual development [1][2] - China is recognized as a crucial part of the global supply chain, actively ensuring its stability and contributing to global economic recovery [1] - The event highlighted the role of artificial intelligence in transforming industries, with Chinese companies making significant contributions to AI innovation [2] Group 1: Event Overview - The expo is hosted by the China Council for the Promotion of International Trade from July 16 to 20, with the theme "Linking the World, Creating the Future" [4] - It features six major supply chains: advanced manufacturing, smart automotive, green agriculture, clean energy, digital technology, and healthy living, showcasing new technologies, products, and services [4] - A total of 651 enterprises and institutions from 75 countries and regions are participating, with 35% of exhibitors being from overseas, an increase from 32% last year [4] Group 2: Key Initiatives and Proposals - The Beijing Initiative was launched, focusing on maintaining global supply chain stability, promoting innovation, and accelerating the development of smart supply chains [2][3] - Emphasis on leveraging new technologies such as AI, IoT, and blockchain to enhance supply chain digitalization and collaboration [3] - A commitment to developing a green low-carbon economy through sustainable practices and technologies, particularly in agriculture and energy sectors [3]

Core Insights - The third China International Supply Chain Promotion Expo (Chain Expo) opened in Beijing with the theme "Linking the World, Creating the Future" [1] - The expo features six major supply chain categories, showcasing global cooperation in industry and supply chains [1] - Over 65% of participating companies are from the Fortune Global 500 and industry leaders, with a total of 1,200 companies represented [2] Industry Highlights - The advanced manufacturing chain exhibition showcased a full industry chain from R&D to high-end equipment manufacturing, highlighting low-altitude economy and robotics [3] - The green agriculture chain presented a clear "from farm to table" logic, while the health life chain covered a full lifecycle service from birth to elderly care [3] - The expo serves as a bridge for international cooperation, allowing companies to share experiences and explore collaboration opportunities [4] Regional Cooperation - The expo expanded participation from various provinces, showcasing regional strengths in supply chains [5] - A significant focus was on AI and digital technology, with events like the "Smart Chain Global" conference planned during the expo [5] - Companies from Hubei demonstrated their capabilities in humanoid robotics, showcasing applications in various sectors [6] Innovation and New Technologies - The expo featured over 230 first-time exhibitors and more than 100 new products and technologies, marking a 10% increase from the previous year [7] - Innovation is emphasized as a core aspect of the expo, with companies seeking partnerships and solutions to drive strategic emerging industries [7]

Group 1 - The third China International Supply Chain Promotion Expo (Chain Expo) opened in Beijing, showcasing 28 outstanding Shenzhen enterprises, including Steady Medical, UBTECH, and Dazhong Laser, highlighting Shenzhen's core position in the global supply chain [1][2] - The expo attracted 651 companies from 75 countries and regions, with over 65% being Fortune Global 500 and industry-leading firms, emphasizing the event's international significance [1] - Compared to previous editions, this year's Shenzhen exhibitors shifted from "comprehensive participation" to "precise focus," emphasizing hard technology and green transformation, with an increase in national-level specialized "little giant" enterprises [1] Group 2 - UBTECH showcased its commercial humanoid robot Walker C, which is the world's first full-size running humanoid robot, demonstrating over 500 performances [2] - Shenzhen is positioned as a key node in the global supply chain, leveraging its geographical advantages, policy support, and technological innovation to connect domestic and international markets [2] - Several Shenzhen companies, including Better Battery, Steady Medical, and BGI Group, will unveil their latest technological and product innovations during the expo, reflecting Shenzhen's role in global supply chain collaborative innovation [2]