差友们可能不知道，为了更好地带大家了解咱们中国制造的现状，今年我们和供应链打了很多交道。 上半年去参观了维信诺的工厂，前两月又去看了瑞声科技的技术峰会，而这个月又到蓝思科技的湘潭工厂逛了一圈，收获真的非常多。 不卖关子，先说结论： 如今中国供应链的发展已经远超我们的认知。 供应商们早就不是过去那种干组装代工赚辛苦钱的角色，他们也在干一些创新研发的工作，甚至很多手机和汽车的功能创新，最终都要依托于他们来完 成。 大家都说现在的手机和汽车卷，但其实上游供应链比他们卷得还狠，甚至原本一些属于终端厂商干的事儿，供应商也能干。 那么结合托尼打听到的这些新情况，今天这篇文章咱们就来好好聊聊，如今的供应链都能给你整出什么狠活儿。 手机厂商现在宣传的插帧、超分游戏芯片大家应该都不陌生吧？ 可如果我说这些芯片有的压根儿不是厂商自己整的，而是来自于我们的供应链，是不是有点意想不到？ 没错儿，不管厂商怎么给自己的游戏芯片起名字，它大概率都来自逐点（ Pixelworks ）半导体。 它本身是一家在上海有分公司的美国公司，做影视芯片方案，后来因为顺应了中国手机厂商插分超帧画质芯片的需求，此消彼长，都快把逐点从美国公司 变成根正苗红的 ...

当不确定性成为常态，供应链正在被重新定义。 ——唯有理解挑战，方能找到答案；唯有重塑逻辑，方能定义未来。 在两天的高密度思想交流中，论坛将共同探讨： 在全球化体系加速碎片化的当下，供应链不再只是"成本与效率"的较量，而成为"战略竞争力"的核心战场。企业必须重新思考：如何在多变的贸易格局中重 构全球布局？如何以技术韧性应对突发风险？如何在低碳转型中保持增长与竞争力？ 在此背景下，中国供应链企业正站在全球新格局的前沿。 作为全球制造核心与创新引擎，中国企业正从"规模驱动"走向"价值驱动"，从"全球生产基地"迈向"全球创新与可持续枢纽"。在区域化布局、智能化决策与 绿色协同的浪潮中，中国制造业与跨国合资企业将成为全球供应链变革的关键力量。 第三届DSG全球供应链创新与可持续发展高峰论坛，正是在这一时代拐点上诞生。论坛将于 2026 年 3 月 26–27 日在上海 举办。论坛以"创筑链韧，智筑长 青"为主题，汇聚全球供应链与采购领域的决策者、技术实践者与思想引领者，围绕未来五年供应链的核心命题，展开一场高密度、前瞻性的深度对话。 大会将讨论什么？不是概念，而是下一阶段的关键问题： 地缘政治的不确定性、可持续发展的倒 ...

12月24日，京东旗下品质餐饮平台七鲜小厨宣布，自今年首店开业以来，仅用4个月时间便在北京完成 30家门店布局，基本实现五环内主要城区全覆盖。 七鲜小厨承诺，将依据消费反馈不定期汰换供应商，并定期更新公示食材清单，从源头保障食品安全， 让消费者清晰了解餐品原料的来源与品质。 从京东的战略布局来看，七鲜小厨的推出是其供应链能力向餐饮终端延伸的重要尝试。 依托京东成熟的超级供应链体系，七鲜小厨实现了从原料采购、净菜加工到冷链配送的全链条把 控，"供应链+标准化门店"的模式不仅大幅降低了运营成本，更支撑了品牌在短时间内的快速复制与扩 张。 七鲜小厨开启新年营销活动，下单送歌帝梵巧克力 作为京东在餐饮领域的供应链创新探索，七鲜小厨以"新鲜现炒"为核心定位，通过三重品质保障体系与 供应链整合优势，不仅为消费者提供安心用餐新选择，更试图打破传统外卖市场的竞争格局，推动行业 从"价格内卷"向"品质竞争"转型。 七鲜小厨的核心定位聚焦于"新鲜、透明、安心"的品质餐饮体验。不同于传统外卖依赖预制菜或中央厨 房配送的模式，该品牌坚持"新鲜现炒"的核心特色：门店选用优质净菜，经过清洗、切块、包装等标准 化工序加工后，每日通过冷链配 ...

12月12日，琼州海峡两岸协同发展暨徐闻服务海南自贸港系列活动在湛江徐闻县国际物流园举行。广东 和海南两省携手启动徐闻国际物流园项目建设，其中，为在海南封关之际加快两地相向而行，徐闻发布 十条创新措施主动服务海南，筑牢自贸港建设"大后方"。 海南省物流集团董事长刘海荣介绍，海南自贸港的高效运转，离不开跨海峡物流的"无缝衔接"；自贸港 的安全屏障，更需要"关口前移"的主动防控。基于这样的战略考量，海南省物流集团规划徐闻国际物流 园作为集团"陆海空铁"多式联运布局的核心项目，将其定位为"自贸港前哨枢纽"，未来建设低温换装分 拣仓、保税仓、甩挂运输区等，承担入岛货物检验检疫、海南农产品初加工等功能，与新海陆岛物流园 形成跨海峡姊妹园区，构建闭环物流体系，提升琼州海峡两岸物流集疏运效率，降低琼州海峡物流成 本。 在海南封关临近之际，徐闻县正式对外公布和解读了《徐闻县服务海南自贸港供应链创新十条措施》， 分别从数字化监管、信息数据共享、优化前置仓储和供应链服务、发展岛外配套加工与供应链服务产 业、健全供应链金融服务体系、强化专业人才支撑保障等方面进行详细谋划和展望。 活动现场，徐闻县政府还先后同多个企业签署了项目合作框 ...

全国内河第一港阳逻港，规划到2035年集装箱吞吐能力达千万标箱/年 长江中游港航合作将从"点对点"协作迈向"织线成网"新阶段。 9日上午，在第二届长江中游城市群阳逻国际港高质量发展投资促进大会上，长江中游城市群多式联运企业联盟（下称"联盟"）正式揭牌成立。 联盟将区域内的重要港口、航运、物流企业凝聚成发展共同体，协同航线布局、共享舱位、共订船期，减少无序竞争，提升船舶装载率和航线效率，降低全 程物流成本。为汽车、化工、粮食等长江中游地区的优势产业量身定制"门到门"的全程物流解决方案，共同推动长江中游港口集群向智慧、绿色、高效的现 代化方向迈进。 大会现场还围绕港航、多式联运基础设施、物流、商贸等多个领域达成了多项签约合作，签约总金额约500亿元。这些签约项目将为长江中游城市群的物流 及相关产业发展注入新动力。 基于此，"十五五"现代物流的发展思路就是以供应链为抓手，以物流与产业的融合发展为方向，以物流提质增效降本和提高产业发展的价值为根本，加快物 流枢纽经济区的建设和发展。 对于武汉而言，汪鸣建议，若要在"十五五"时期进入GDP"3万亿俱乐部"，一个重要突破口在于依托阳逻港发展物流枢纽经济，打造替代性增长极， ...

Group 1 - The core idea of the news is the announcement of a new entrepreneurial project by Hou Yi, the founder and former CEO of Hema Fresh, called "Lao Cai Rui Xuan," focusing on high-quality and health-conscious food products [1] - The philosophy of Lao Cai Rui Xuan emphasizes sourcing products directly from their origins, with Hou Yi personally selecting items such as peaches and passion fruits from Yunnan and oysters from Dalian [1] - The product range includes innovative items made from local ingredients, such as rice cakes from Wuchang rice and dumplings from Snowflake Black Pig meat, showcasing a commitment to quality [1] Group 2 - Following the launch announcement, Lao Cai Rui Xuan held its first live-streaming event, featuring various product categories including baked goods, fruits, and seafood [1] - Initial market response has been underwhelming, with Hou Yi's Douyin account having only 3,209 followers and low sales figures for the products listed [1] Group 3 - Hou Yi's previous venture, Pet & Fresh, launched in 2024, aimed to innovate in the pet food retail sector with a focus on fresh food and a physical store presence [5] - Despite initial optimism and plans to open 100 stores in Shanghai, Pet & Fresh faced significant challenges, leading to the closure of several locations within nine months of opening [6] - The company has decided to exit the physical pet store market, retaining only a limited online presence, due to competitive pricing pressures from established brands [22]

Summary of PDD Holdings Conference Call Company Overview - **Company**: PDD Holdings - **Industry**: E-commerce, Agriculture Key Points and Arguments Financial Performance - In Q3 2025, PDD Holdings reported total revenue of **RMB 108.3 billion**, a **9% year-over-year increase** driven by growth in online marketing and transaction services revenue [2][9] - Online marketing services and other revenue reached **RMB 53.3 billion**, up **8%** year-over-year, while transaction services revenue was **RMB 54.9 billion**, increasing by **10%** [9] - Operating profit margin slightly decreased to **25%**, with total operating costs rising **18%** to **RMB 46.8 billion** [9][10] Agricultural Initiatives - PDD Holdings has made long-term investments in the agricultural sector, resulting in a **47% year-over-year growth** in agricultural sales in H1 2025 [2][5] - The number of merchants born in the 2000s increased by over **30%**, indicating a growing merchant base [2][5] - A **RMB 1 billion subsidy** program was launched to support **300,000 agricultural merchants**, enhancing the distribution of agricultural products from rural to urban markets [5] Competitive Strategy - To address competition in the e-commerce sector, PDD Holdings is investing in its platform ecosystem, including a **RMB 100 billion support plan** to improve merchant quality [2][6] - The number of high-quality SKUs increased by over **50%**, and the number of brand stores significantly rose, indicating a shift towards higher quality development in key industrial areas [2][6] Future Development Strategy - PDD Holdings aims to focus on creating long-term value for consumers and enhancing platform quality, with plans for more strategic initiatives similar to the **RMB 100 billion support plan** [7][11] - The company is adapting to global trade policies, tax regulations, and data security changes to meet diverse consumer needs [2][7] Economic Impact in Western Regions - The removal of transit fees has significantly boosted economic activity in western regions, leading to increased orders for products like pet supplies and fresh agricultural products [2][8] Challenges and Compliance - PDD Holdings faces strict scrutiny from regulatory bodies in various countries, necessitating a commitment to sustainable development and compliance with local laws [12][16] - The company is investing in a compliance team to navigate regulatory changes and ensure a safe shopping environment [12][16] Social Responsibility - PDD Holdings has initiated several strategic programs, including a **RMB 100 billion agricultural research plan**, to contribute to rural revitalization and industry upgrades [17] Long-term Investment and Profitability - The company acknowledges that while current investments may pressure short-term profits, they are essential for establishing a sustainable ecosystem and long-term value [18][19] - Management anticipates potential fluctuations in financial performance due to the complex international environment and evolving regulatory landscape [19] Additional Important Content - The company has established a merchant protection committee and upgraded its after-sales service system to optimize the business environment for merchants [4][11] - PDD Holdings is committed to enhancing its technological capabilities to streamline merchant onboarding and product listing processes [15]

长三角有色金属产业规划建设统一大市场 安徽恒达供应链科技有限责任公司总经理肖磊以铜制品举例。他认为，《方案》的施行与统一大市场的 建立，不仅为企业提供低成本、高额度融资，还将提供质优价廉的全品类铜制品原材料，最终可以达到 上游企业开工率饱和，下游企业降本增效的双赢局面。 活动现场，中国中小企业协会安徽办事处正式揭牌，并举行"长三角有色金属产业金融统一大市场"签约 仪式。(完) 来源：中国新闻网 编辑：王永乐 广告等商务合作，请点击这里 中新网池州11月19日电 (记者 赵强)2025长三角有色金属供应链创新大会18日在安徽省池州市召开，会 上正式发布了《长三角有色金属产业金融统一大市场规划建设方案》(下称"《方案》")。未来，该区域 内有色金属上下游企业或迎来双赢局面。 "近年来，我国有色金属行业较快发展，已成为全球最大的有色金属生产国和消费国。"工业和信息化部 产业政策与法规司原巡视员辛仁周透露，2025年上半年，有色金属工业增加值同比增长7.6%，较工业 平均增加值增速高出1.2个百分点。 "推动供应链创新，已不再是'选择题'，而是关乎长远发展的'必答题'。"在安徽省工业和信息化厅总工 程师沈忠林看来，有 ...

【京东旅行与三亚市政府联合官宣："宝藏城市"计划第二站11月落地三亚】11月17日，于三亚保利瑰丽 酒店举办的京东品酒会上，京东旅行与三亚市人民政府联合官宣"宝藏城市"计划第二站落地三亚，11月 17日至30日，为全国游客带来限量1元抢5A景区门票、199元高星酒店秒杀等福利。 在京东品酒会现场，三亚市人民政府副市长范维正表示："京东集团与三亚市的合作根基深厚、成果丰 硕。从电子商务到物流供应链，从数字科技到产业赋能，为三亚经济社会高质量发展注入强劲动 力。'宝藏城市计划'第二站正式落地三亚，既是京东集团对三亚文旅产业的认可，也是三亚链接科技创 新的重要契机。我们希望通过诚意满满的优惠与丰富多样的选择，让每一位向往三亚的朋友，都能轻松 开启旅程，走进三亚、感受三亚。" "宝藏城市"计划是京东旅行2025年9月推出的IP，定期与各地文旅局展开深度合作，寻找一座又一座特 色城市，以热门、优质的旅游资源，回馈广大京东用户，为用户挖掘更多的宝藏目的地，并通过整合平 台资源与营销能力，打造"资源+营销+体验"一体化的文旅合作新模式。"宝藏城市"首站选定了以"中国 生态第一市"著称的浙江丽水，并与丽水文旅达成战略合作。三 ...

Core Insights - The "Treasure City" initiative by JD Travel has officially launched its second phase in Sanya, offering limited-time promotions such as 1 yuan tickets to 5A scenic spots and 199 yuan hotel deals, aimed at attracting nationwide tourists [1][2] - The collaboration between JD Group and the Sanya municipal government is highlighted as a significant partnership that enhances Sanya's tourism and economic development through e-commerce, logistics, and digital technology [1] - The "Treasure City" program, initiated in September 2025, aims to identify unique cities with quality tourism resources, providing benefits to JD users while integrating platform resources and marketing capabilities for a new model of tourism collaboration [1][2] Group 1 - The launch of the "Treasure City" plan in Sanya is a testament to JD Travel's supply chain innovation capabilities [2] - JD aims to leverage its supply chain infrastructure and AI technology to redefine travel products, pricing, and services, enhancing consumer travel experiences [2] - Future plans include exploring more "Treasure Cities" to inject new vitality into local tourism economies with creative product offerings [2]