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 report and the global supply chain index matrix released by the China Council for the Promotion of International Trade highlight China's commitment to enhancing global supply chain development and cooperation, showcasing significant advancements in infrastructure and technology over the past year [1][2]. Summary by Relevant Sections Global Supply Chain Development - The report outlines that global infrastructure connectivity has improved, with traditional infrastructures like railways, airports, and ports, as well as new infrastructures such as 5G and computing power, showing significant growth [1]. - Technological innovations, including augmented reality and generative artificial intelligence, are increasingly driving global supply chains, leading to a new phase characterized by digitalization and sustainability [1]. China's Role in Global Supply Chains - China has been enhancing infrastructure connectivity, promoting high-level opening-up, and facilitating global supply chain cooperation, thereby injecting more certainty into global supply chain collaboration amidst global uncertainties [2]. - The report emphasizes China's efforts in developing new productive forces and improving global supply chain financial services [2]. Global Supply Chain Index Matrix - The index matrix visually represents the trends in global supply chains, indicating that all four indicators from 2018 to 2024 have shown an upward trend, affirming the direction of economic globalization [3]. - However, the resilience index has increased at a slower rate compared to other indices, indicating that the internal quality of global supply chains remains relatively unstable and vulnerable to adverse factors [3]. Recommendations for Supply Chain Stability - To ensure stable global supply chain operations, it is recommended to build efficient and connected infrastructure networks, maintain open and inclusive bilateral rules, and create mutually beneficial supply chain policies [3]. - Additionally, fostering a vibrant innovation environment and improving financial service systems are essential for safeguarding global supply chain operations [3].

Group 1 - Apple collaborates with three Chinese suppliers, showcasing the tight integration of global supply chains, with over 80% of its top 200 suppliers having factories in China [1] - The China International Supply Chain Promotion Expo aims to enhance global connectivity and promote a more stable and resilient supply chain system amid geopolitical tensions and rising protectionism [2][3] - The "Global Supply Chain Promotion Report" and global supply chain index matrix were released, indicating a positive trend in global supply chain development despite uncertainties [5][6] Group 2 - The report highlights that from 2018 to 2024, the promotion index of the global supply chain matrix is expected to grow from a base value of 1 to 2.71, indicating significant improvement [5] - The resilience index, however, shows slower growth and greater volatility, indicating a weakness in the global supply chain that requires collective efforts to enhance [8][9] - The expo serves as a platform for continuous dialogue, fostering connections among diverse participants to explore collaborative solutions for global supply chain challenges [11][12]

Group 1 - The core viewpoint emphasizes the need for a stable yet progressive approach in macroeconomic policies to achieve high-quality development and technological self-reliance, as highlighted by General Secretary Xi Jinping [1][7] - In the first half of the year, a series of coordinated policies have been effectively implemented, leading to a stable economic operation and the growth of new economic drivers [1][7] Group 2 - During the "14th Five-Year Plan" period, significant progress has been made in building a strong intellectual property nation, as reported by the National Intellectual Property Administration [9] - The agricultural and rural economy has shown a positive development trend in the first half of the year, with early rice harvest reaching approximately 60% [2][10] Group 3 - The national postal industry reported a total delivery volume of 1,045.1 billion items in the first half of the year, reflecting a year-on-year growth of 16.9% [11][12] Group 4 - The national electricity load reached a historical high of 1.506 billion kilowatts as of July 16, marking an increase of 0.55 billion kilowatts compared to the same period last year, with overall power supply remaining stable [18]

据彭博社7月14日报道，欧盟敲定了一份长达206页的关税反制清单，拟对价值近720亿欧元的美国商品采取行动，跨大西洋贸易关系由此剑拔弩张。与此同 时，欧盟对中国稀土的需求，也让其在这场贸易博弈中处境更为复杂。 然而，在欧盟强硬的表象之下，内部矛盾也逐渐浮现。据欧洲新闻网消息，欧盟最初拟定的制裁规模高达950亿欧元，后因部分成员担忧过度刺激美国，最 终将规模下调了230亿欧元。在是否对美采取强硬措施的问题上，欧盟内部存在不同声音，部分成员希望通过让步换取特朗普降低关税，毕竟在安全防务方 面，欧盟诸多成员对美国存在高度依赖。 在与美国的贸易摩擦不断升级之际，欧盟对中国稀土的需求使其不得不将目光投向东方。欧盟的新能源、高端制造等产业严重依赖中国稀土，相关数据显 示，欧盟对中国稀土的依赖度超过90%。如今，在贸易战的压力下，欧盟愈发意识到稀土供应稳定的重要性。据悉，欧盟委员会主席冯德莱恩计划访华，其 中一个重要目的便是希望中国在稀土出口管制方面对欧盟放宽限制。 美欧之间的贸易冲突，已然对全球供应链产生了显著冲击。欧美作为全球两大重要经济体，供应链联系紧密，相互之间的关税战，使得依赖欧美供应链的产 业遭受重创。以德国汽 ...

Group 1 - The third Chain Expo opened on July 16, with Thailand as the guest country and Shandong and Guangdong as guest provinces, featuring international cooperation discussions and multiple agreements [1][3] - A total of 78 companies from Shandong exhibited over 1,000 products across 2,600 square meters, while Guangdong organized 64 companies to showcase advancements in robotics and biomedicine [1] - The event attracted over 300 domestic and foreign business institutions and companies from various countries, leading to preliminary cooperation intentions [3] Group 2 - The senior vice chairman of Charoen Pokphand Group expressed interest in further investment in China, leveraging advancements in artificial intelligence to enhance their global supply chain [5] - Apple's Asia operations and procurement vice president highlighted that 80% of their major suppliers are based in China, utilizing automation, big data, and AI in production processes [5] - Korean participants noted that the Chain Expo has become a significant platform for global supply chain cooperation and technological innovation, reinforcing China's role as an "enabler" in the global supply chain [5][7] Group 3 - A clean energy-themed event at the Chain Expo showcased China's advancements in renewable energy, with the country having the largest and fastest-growing renewable energy system globally [8][10] - As of May, China's installed capacity for wind and solar power surpassed that of thermal power, reaching 1.65 billion kilowatts, with nuclear power also leading globally [12] - The China Council for the Promotion of International Trade reported unprecedented growth in global energy transition investments over the past five years, with an expected $2.2 trillion directed towards renewable energy and nuclear power by 2025 [14] Group 4 - The Chain Expo featured a clean energy exhibition area, highlighting the entire supply chain from energy supply to consumption, with South Africa organizing around 30 companies to promote cooperation in manufacturing and renewable energy [18] - The Global Supply Chain Promotion Report was released, analyzing the latest trends in the global supply chain and outlining China's contributions to its development [19] - The global supply chain index matrix indicates stable overall development, with improvements in promotion, connection, innovation, and resilience indices from 2018 to 2024 [21][23]

Group 1: Event Overview - 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 aims to enhance trade promotion, investment cooperation, innovation aggregation, and learning exchange among countries [1] Group 2: Participation and Innovations - A total of 651 companies and institutions from 75 countries and regions participated, with 35% being foreign exhibitors [2] - Notable innovations included Sumitomo Electric's gallium arsenide substrates for semiconductor applications, showcasing low crystal defect density and high uniformity [2] - The National Energy Group presented a CO2 capture and resource utilization model, highlighting China's strong capabilities in clean energy technology [2] Group 3: Industry Insights - Cargill showcased a full range of products in agriculture, food, and animal nutrition, emphasizing the growing demand for diverse, nutritious, and environmentally friendly food in China [3] - Medtronic has developed nearly 7,000 supply chain partners in China, establishing a significant innovation hub in the global value chain [3] - Wacker Chemie explored applications of silicone materials in new energy vehicles, indicating the rapid development and market potential of China's EV industry [3] Group 4: Global Supply Chain Cooperation - The expo featured advanced industrial models and innovative products, with over 100 new launches expected, a 10% increase from the previous year [4] - South Africa's participation highlighted the importance of the expo as a platform for showcasing export diversity and enhancing cooperation with Chinese enterprises [4] - Thailand's Deputy Minister emphasized the expo's role in strengthening global supply chains and fostering sustainable economic growth [5] Group 5: Commitment to China - Corning expressed confidence in the Chinese market, citing its long-term commitment and the favorable investment environment [6] - Siemens has established a comprehensive ecosystem in China, covering over 50,000 customers and nearly 10,000 suppliers, underscoring China's critical role in global supply chains [6] - Schneider Electric noted China's significance as a stable component of global supply chains, driven by its large market size and strong industrial foundation [6]

第三届中国国际供应链促进博览会昨天在北京开幕。会上，《全球供应链促进报告》同步发布，首发供 应链四大指数矩阵，为全球供应链的深度合作提供"中国方案"。《报告》系统分析了全球供应链促进体 系在过去一年的最新态势，总结了中国为促进全球供应链发展而做出的主要实践和带来的最新机遇。并 聚焦全球前沿技术、关键产品研发的最新动态，绘制了无人机、AR眼镜和葡萄酒等6种产品的全球供应 链图谱。全球供应链指数矩阵显示：全球供应链整体发展仍较稳定，2018—2024年，构成全球供应链指 数矩阵的促进、连接、创新和韧性四个指数值均有所提升。(央视新闻) ...

Core Viewpoint - The third China International Supply Chain Promotion Expo (Chain Expo) showcases the vitality and creativity of the global business community, emphasizing the urgent need for companies in the supply chain to find partners, application scenarios, and solutions in the current environment [1]. Group 1: International Participation - This year's Chain Expo features 651 enterprises and institutions from 75 countries and regions, with the proportion of foreign exhibitors increasing from 32% in the previous year to 35% this year [4]. - The actual number of exhibitors reached 1,200, including over 500 partners from the upstream and downstream of the supply chain, highlighting the growing internationalization of the event [4]. - The establishment of various supply chain exhibitor alliances at this year's expo aims to facilitate more tangible cooperation among supply chain participants [4]. Group 2: Foreign Enterprises' Commitment - Many foreign enterprises have been deeply engaged in the Chinese market for decades, with Honeywell having established a complete localized value chain in China over its 90 years of presence [7]. - Airbus has been collaborating with the Chinese aviation industry for 40 years, making China its largest single-country market for civil aircraft [7]. - The participation of Airbus and its Chinese supply chain partners at the expo underscores the integration of capable Chinese companies into Airbus's global supply chain [7]. Group 3: Apple's Engagement - Apple has participated in the expo for the third time, emphasizing its ongoing investment and collaboration with Chinese suppliers, with over 80% of its 200 major global suppliers having factories in China [8]. - The global supply chain index matrix released at the event indicates a stable overall development of global supply chains, with improvements in the indices of promotion, connection, innovation, and resilience from 2018 to 2024 [8]. Group 4: Global Cooperation and Initiatives - The opening ceremony featured the reading of the "Beijing Initiative," which calls for global business communities to practice true multilateralism and promote a fair, open, and predictable market environment [10]. - The initiative emphasizes the importance of maintaining the resilience and stability of global supply chains as a crucial factor in driving world economic development [10]. - Representatives from various countries highlighted the need for continued cooperation in supply chain management to ensure future prosperity and sustainable development [10].

Core Insights - The overall trend of global supply chains is positive, but their resilience remains relatively weak [4][6] - China is injecting more certainty into global supply chain cooperation amid global uncertainties [2][3] Group 1: Global Supply Chain Trends - The global supply chain development is characterized by improved infrastructure connectivity, particularly in developing countries, and a rebound in maritime connectivity [2][3] - International trade rules are increasingly focused on inclusive development, with many new bilateral agreements led by developing countries [2][3] - Major economies are implementing policies to enhance their supply chain resilience, although some of these policies exhibit protectionist tendencies [2][3] Group 2: Technological and Financial Innovations - Technological innovations, such as augmented reality and generative AI, are significantly driving global supply chains towards digitalization and sustainability [3] - Financial services are becoming more inclusive, with international financial institutions supporting financing for developing countries and addressing trade financing gaps for SMEs [3] Group 3: Global Supply Chain Index Matrix - The newly released global supply chain index matrix includes four indices: Promotion Index, Connectivity Index, Innovation Index, and Resilience Index, which assess various aspects of supply chains [4][5] - The Promotion Index has increased to 2.71 from 2018 to 2024, driven by improvements in infrastructure connectivity and technological innovation [5] - The Connectivity Index has risen to 1.56, reflecting better internal connections within supply chains [5] Group 4: Recommendations for Improvement - To ensure stable global supply chains, there is a need for efficient infrastructure networks and adherence to open, inclusive bilateral rules [7] - Policies should promote mutual benefits and avoid protectionism, while fostering a vibrant environment for innovation and cross-border flow of resources [7] - Continuous tracking and improvement of global supply chain research are essential for building a secure and efficient global supply chain [7]