在致同国际近期推出的2025年《国际商业报告》（IBR）"全球趋势洞察"系列首篇中，我们聚焦关税政策对中端市场企业（Mid- Market）的深度影响。2025年初市场乐观指数的下滑，预示着更复杂的挑战正在酝酿。 进入2025年，贸易摩擦升级导致企业信心遭遇两年首降——乐观指数骤降2.9个百分点至72.7%，第二季度再度下滑至71%。值得注意的 是，尽管风险预警信号显现，中端市场企业依托战略前瞻性与运营敏捷性构筑的基本面依然稳固。 面对传统出口市场的结构性变化，企业亟需认识到，新型贸易关系将重构增长曲线。这要求企业需要比以往更具战略眼光，既要深化本 地市场价值挖掘，也要构建区域化业务矩阵。 中端市场企业具备穿越周期的基因，他们曾成功抵御全球金融危机，化解疫情带来的广泛冲击，并适应了多轮地缘政治导致的供应中 断。 但当前关税引发的市场重构存在本质差异，堪称前所未有——过往危机中，企业可依托非本土业务组合对冲风险，在动荡中谋求发展； 而现行关税政策正在压缩这一战略空间，迫使企业重新界定可触达市场，并调整商业模式。关键应对策略应包括：风险敞口管理、供应 链弹性建设、基于新兴市场机会的产品价值重估。 本轮关税政策动荡 ...

Core Viewpoint - The Boao Forum for Asia International Technology and Innovation Forum 2025 was held in Hong Kong, focusing on themes such as quantum computing, life sciences, and sustainable development through green technology [1][2]. Group 1: Event Overview - The forum was co-hosted by the Boao Forum for Asia and the Hong Kong Special Administrative Region government, gathering over 800 representatives from more than 20 countries and regions [1]. - The theme of the conference was "Technology Leads the Future, Innovation Drives Transformation," addressing cutting-edge topics in technology and innovation [1]. Group 2: Objectives and Focus Areas - The forum aims to lead international cooperation, create an open and inclusive innovation ecosystem, and improve global technology governance rules [2]. - It seeks to promote practical cooperation with a focus on high-quality economic development and explore future industrial development paths [2]. - The forum emphasizes narrowing the technology gap and advocating for international participation in technology governance to support modernization in the Global South [2]. - It aims to establish a regional innovation hub by enhancing the innovation cluster effect in the Guangdong-Hong Kong-Macao Greater Bay Area [2].