格隆汇11月24日丨金杯汽车(600609.SH)公布，金杯汽车与京东于2025年11月24日在沈阳市签署 《合作框架协议》。双方签订本协议后，在符合金杯汽车授权条件下，金杯汽车可对京东填补金杯汽车 空白区域的维修保养门店予以授权，为京东门店开通金杯汽车售后服务资质，以补充金杯汽车在空白市 场的服务能力。金杯汽车需对开始合作后的，填补空白区域的维修保养门店给予相应的培训支持/备件 支持/技术支持/服务支持。 通过本次合作，公司将切入京东汽车大客户业务，成为京东汽车大客户业务的供应商。公司亦将入 驻京东商城，拓展线上汽车销售渠道、方便消费者选购。本次合作有利于公司突破传统获客瓶颈、拓宽 汽车销售渠道、激活业务增量，符合公司发展需要及全体股东利益。此外，双方在物流、供应链等领域 开展合作，也将有利于公司业务拓展。 京东作为金杯汽车的非独家营销渠道之一，金杯汽车可在京东多个渠道就品牌营销活动宣发、试驾 用户转化、京东集团员工购车优惠等方面开展合作。双方同意，将基于京东在供应链、物流及商品资源 方面的优势，积极探索在金杯汽车门店运营、客户服务及车主生态等相关物资采购领域的协同合作可能 性。具体合作项目由双方另行协商并 ...

Core Insights - Mercedes-Benz Group's AMG expert team conducted a three-day assessment of Jinbo Co., focusing on production compliance, product quality control, supply chain management, and after-sales service standards to evaluate strategic cooperation potential [1][3] Group 1: Company Overview - Jinbo Co. is recognized as a national-level specialized and innovative "little giant" enterprise, with business operations spanning transportation, lithium batteries, photovoltaics, hydrogen energy, and semiconductors [4] - The company has recently gained attention for its carbon-ceramic brake systems, which offer superior safety and performance compared to traditional iron brake systems, making them attractive to various automotive manufacturers [3] Group 2: Recent Developments - On November 17, Jinbo Co. received the "Value Partner Award" from Tongwei Co. during the 2025 8th China International Photovoltaic and Energy Storage Industry Conference, highlighting its product quality and stable delivery capabilities [4] - On November 20, Jinbo Co.'s subsidiary, Hunan Jinbo Hydrogen Energy Technology Co., signed a strategic cooperation framework agreement with Zhejiang Fengyuan Hydrogen Energy Technology Co. to collaborate on key materials for fuel cells [4] Group 3: Strategic Partnerships - The AMG expert team's visit is expected to enhance Jinbo Co.'s client portfolio by potentially adding Mercedes-Benz as a significant customer, which could further solidify its position in the automotive supply chain [3]

越南《政府电子报》11月12日报道，越南副总理裴青山当日上午在河内出席第八届越美工商峰会并 发表讲话，回顾越美建交30年历程，提出两国工商界五大合作方向和对美国企业界的5大期望，强调越 南始终重视促进与美国公平互利的经贸合作关系。 裴青山表示，越美关系可概括为五个关键词：战略信任、全面合作、共赢发展、负责任的伙伴和共 创未来。2023年两国关系升级为全面战略伙伴关系，是30年来两国努力构建战略互信的最典型体现和最 杰出成就。目前两国关系已超越通常的双边框架，在政治、国防、经济、教育、文化、科技创新、卫生 和气候变化、克服战争后果等各领域得到全面发展。美国是越南第一个出口超千亿美元的市场，也是越 南最大的贸易伙伴之一。几乎美国各大知名企业均有在越开展业务和富有成效的投资。裴青山强调，越 美是"共创造—共发展—共赢"的关系，双方优势互补，美国在技术、资本和管理经验方面具有优势，而 越南有市场、有高素质的年轻劳动力资源，以及具有重要的地缘战略和地缘经济地位。在世界格局深刻 变革的背景下，越美不仅开展双边合作，更作为负责任伙伴在区域和全球事务中协同配合，共同维护和 平稳定的环境，构建基于法治与公正的国际秩序，推动包容 ...

Core Viewpoint - The company has successfully entered the supply chains of major international players like Eaton and Schneider Electric, providing essential electrical contact materials for high-voltage direct current applications, particularly in data centers and communication base stations [2]. Group 1: Company Positioning - The company's electrical contact materials and composite materials are core foundational materials for electrical equipment such as server power supplies, circuit breakers, and relays [2]. - The company leverages its advantages in technology, experience, talent, and market access to establish partnerships with industry leaders [2]. Group 2: Industry Collaboration - The company has become an important supplier in the 800V direct current power architecture, which is significant for the industry [2]. - Collaborations with Eaton and Schneider Electric highlight the company's role in the high-voltage direct current sector [2].

Core Insights - Delisi (002330.SZ) and Jiajiayue (603708.SH) have signed a strategic cooperation agreement to enhance supply chain efficiency and market competitiveness through resource sharing and complementary advantages [1][2] Group 1: Strategic Cooperation - The partnership aims to create a high-efficiency, safe, and stable supply chain system to maximize operational efficiency and brand influence [1] - The collaboration will focus on product supply, market promotion, central kitchen coordination, joint bidding, technical exchanges, and co-development of products [1][3] Group 2: Company Profiles - Jiajiayue is a leading supermarket chain and integrated food processing group, known for its fresh food operations and extensive logistics capabilities across key cities in China [1][2] - Delisi is recognized as a national leader in meat products, with a robust supply chain and production capabilities, including five major production bases across the country [2] Group 3: Operational Synergies - Delisi will prioritize the supply of fresh pork, beef, and frozen processed products to Jiajiayue under equal conditions, while Jiajiayue will promote Delisi's products through new introductions and co-branded offerings [3] - Both companies plan to execute joint promotional activities to enhance brand visibility and sales, and explore centralized processing and unified distribution models for meal supply [3]

Core Viewpoint - Volvo's third-quarter earnings report indicates a slight increase in operating profit, driven by cost-cutting measures and improved collaboration with supply chain partners, leading to a significant stock price surge [1] Financial Performance - In the third quarter, Volvo reported an operating profit of 5.9 billion Swedish Krona, slightly higher than the same period last year [1] - The company's profitability showed significant improvement compared to the second quarter [1] Market Reaction - Following the earnings report, Volvo's stock price surged over 38% on the Swedish stock market, marking the largest single-day increase since its listing [1]

Core Insights - The first China-Mekong Supply Chain Cooperation Seminar and the Fourth China International Supply Chain Promotion Expo were held in Bangkok, focusing on financial and legal risk prevention for Chinese enterprises expanding into Thailand [1][2] Group 1: Event Overview - The event was co-hosted by the Thai-Chinese Business Council, the China International Economic and Trade Arbitration Commission, and the China Council for the Promotion of International Trade in Thailand, with support from various Thai Chinese business associations [1] - The seminar featured discussions on the unique legal and cultural differences in international business, emphasizing the importance of selecting the right partners for successful expansion [1] Group 2: Legal and Arbitration Insights - The Vice President of the China International Economic and Trade Arbitration Commission highlighted the need for efficient and fair cross-border arbitration services to support Sino-Thai economic cooperation [2] - There is a call for enhanced communication between the business and arbitration legal sectors to address potential disputes and understand legal rule differences [2] Group 3: Financial Perspectives - The second seminar topic focused on the financial aspects of supporting Chinese enterprises in the Mekong region, with representatives from major banks discussing the role of financial institutions in facilitating overseas market expansion and regional cooperation [3] - Approximately 200 representatives from business associations and enterprises attended the event, indicating strong interest in establishing professional platforms to help Chinese companies manage operational risks abroad [3]

Core Viewpoint - NIO actively responds to the initiative released by the China Automobile Industry Association regarding the payment norms for automotive suppliers, emphasizing its commitment to technological innovation and user satisfaction [1] Group 1: Company Commitment - NIO aims to become a leading user enterprise through technological innovation and exceptional service, focusing on user satisfaction [1] - The company is dedicated to establishing long-term, mutually beneficial partnerships with its suppliers, ensuring a healthy supply chain that supports product quality and user experience [1] Group 2: Industry Development - NIO emphasizes the importance of a healthy supply chain for the high-quality development of the automotive industry, aiming to create a collaborative ecosystem between vehicle manufacturers and parts suppliers [1] - The company is committed to high-quality implementation of supplier payment commitments and the payment norms initiative, contributing to sustainable and improved future development in the automotive sector [1]

Core Insights - The collaboration between Henan Zhongfu High-Precision Aluminum Co., Ltd. and Polish partners has significantly strengthened, with a stable supply chain established for high-precision aluminum materials [1][2] - The quality of the aluminum products is emphasized as a key factor for market entry in Europe, with a defect rate of only 10 parts per million (ppm), much lower than the European average of 40 ppm [1] - The annual order volume has increased from over 1,000 tons in 2017 to 60,000 tons projected for 2024, indicating a robust growth trajectory in the partnership [2] Company Operations - The production process includes at least six quality inspection procedures for each batch of aluminum shipped to Poland, ensuring high standards are met [1] - The company has successfully reduced the thickness of aluminum sheets to approximately 0.230 mm, enhancing material performance while reducing costs for customers [1] Market Position - Henan Zhongfu has become a stable supplier of can materials in the Polish market, reflecting the successful establishment of trust and cooperation between the two parties [2] - The partnership has evolved from simple supply to collaborative optimization of production processes, showcasing a deeper level of integration and mutual benefit [2]

Group 1 - The company has entered the Xiaomi supply chain, with its products being applied in Xiaomi's smartphones and wearable devices [1] - Xiaomi is identified as a long-term customer of the company, indicating potential for future collaboration across multiple fields [1] - Currently, the company's products are not being used in Xiaomi's automotive sector [1]