齐鲁晚报·齐鲁壹点记者 张阿凤 为深化山东与北非地区经贸合作，推动产业链供应链协同发展，9月28日，由山东省商务厅主办的2025 年山东省产业链供应链国际合作对接会（北非专场）将在济南举行。 据悉，此次对接会旨在助力山东企业开拓北非市场，促进双方在制造业、基础设施、能源化工、建筑 业、交通运输等多个重点领域的合作。届时，将有来自政府机构、北非国家驻华使馆、商协会、知名企 业以及金融机构、法律咨询机构等中外嘉宾共同参会。 对接会以"深化鲁非合作、协同稳链强链"为主题，重点聚焦埃及、厄立特里亚等北非国家最新投资环境 与政策。活动内容包括北非国家投资环境及政策解读、成功案例分享和专项对接洽谈。埃及投资和自由 区总局、埃及中国商会、中非泰达投资股份有限公司等单位负责人将发表演讲，海尔集团等企业代表拟 分享在北非地区的投资与贸易经验。会议还将设立制造业、批发零售业、建筑业等专项对接洽谈区，推 动企业间精准匹配与合作意向达成。 此次对接会是山东积极构建高水平对外开放平台、深度融入全球产业链供应链的具体举措，有望进一步 拓展山东与北非地区的经贸合作空间。 ...

第四届链博会吉林推介 助企业深度融入全球产业链 与会企业代表纷纷表示，前三届链博会成果丰硕、价值显著。未来，将继续依托这一国际化平台，充分 展现吉林产业优势，积极对接中外产业链上下游资源，推动吉林更深层次融入全球产业链供应链体系， 为地方经济高质量发展注入新活力、增添新动能。(完) 来源：中国新闻网 编辑：万可义 广告等商务合作，请点击这里 中新网长春8月27日电 (谭伟旗 李彦国)第四届中国国际供应链促进博览会(下称"链博会")吉林推介会暨 签约仪式27日在长春举行，多家企业签订参展意向协议，提前锁定参展席位。 作为落实维护全球产业链供应链稳定畅通重要倡议的国家级平台，链博会自2023年首届举办以来，已成 为全球产业专业化对接的关键渠道。对吉林省而言，链博会更是对外开放的重要窗口。 据了解，从2023年开始，吉林通过连续三届链博会集中呈现优势产业成果，推动本地企业与全球上下游 企业精准对接、建立合作，为深度融入全球产业链筑牢基础。 本次推介会上，链博会组委会相关负责人、中展集团副总裁马力围绕第四届链博会核心内容，重点解读 展会在促进产业协同、技术交流、市场对接等方面的重要作用，结合吉林特色产业梳理潜在合作方 ...

Core Insights - During the "14th Five-Year Plan" period, China's manufacturing industry has achieved historic breakthroughs in various fields, producing several globally influential "firsts," which signify a shift from following and participating in international industrial division to leading and dominating it [1][2] Group 1: Achievements in Manufacturing - China's manufacturing sector has successfully launched significant projects such as the domestically produced large cruise ship "Aida Magic City," the commercial flight of the C919 large passenger aircraft, and the production of T800 aerospace carbon fiber, breaking foreign monopolies and reducing risks of being "choked" [1] - China is the only country with all industrial categories classified by the United Nations, with over 220 major industrial products ranking first in global production, showcasing a comprehensive and large-scale industrial system [2] Group 2: Contributions to Global Supply Chains - The robust Chinese manufacturing system has not only improved domestic living standards but also reduced economic development costs for other countries, contributing significantly to the stability of global industrial and supply chains amid a sluggish world economy [2] - The experience of China's manufacturing development and transformation is aiding more economies in better participating in international industrial division, promoting local economic and social development [2] Group 3: Future Directions for Manufacturing - The "14th Five-Year Plan" has laid a solid foundation for the "15th Five-Year Plan," with achievements in emerging industries, supply chain resilience, and modern industrial system construction [3] - Future efforts should focus on enhancing capabilities in three areas: seizing technological transformation opportunities, overcoming institutional barriers, and ensuring the security of industrial and supply chains [4][5]

Core Viewpoint - The recent announcement by Trump regarding the consideration of additional tariffs on Chinese goods has raised significant concerns about the future of US-China trade relations [1][3]. Group 1: Trade Relations and Negotiations - Previous US-China economic talks had shown promise, with Trump initially expressing approval and hinting at a visit to China to further bilateral trade relations [3]. - However, Trump's subsequent demands for unreasonable conditions have escalated tensions, reversing the previously improving atmosphere of negotiations [3]. - The US's unilateral adjustments to tariff rates in the Japan-US trade agreement highlight a pattern of unpredictability in trade agreements, which may affect future negotiations with China [3]. Group 2: Impact of Tariff Threats - Trump's proposed tariffs would significantly disrupt the ongoing US-China trade talks, leading to increased costs for Chinese exporters and higher prices for American consumers [5]. - The interconnectedness of global supply chains means that escalating trade tensions could have far-reaching consequences, potentially destabilizing global trade and affecting economic recovery [5][7]. - The potential for economic friction to spill over into other areas of bilateral relations adds complexity to the US-China relationship [5]. Group 3: Global Economic Context - The rise of trade protectionism poses challenges to the global economy, and while competition exists between the US and China, there remains substantial room for cooperation on global issues [7]. - The US's tariff threats are seen as unilateral actions that contradict the principles of economic globalization, which emphasizes interdependence among nations [7]. - Stability in US-China trade relations is crucial not only for the two countries but also for the global economy, necessitating rational dialogue and cooperation to foster a healthier trade environment [7].

Core Insights - In the first half of 2023, China's total export of home appliances reached $68.78 billion, marking a year-on-year increase of 6.2% [1] - Italy has emerged as the second largest market for Chinese white goods in the EU, following Germany, with exports exceeding $1.74 billion, a growth of 9.8% [2][3] Export Growth - The Italian home appliance market showed strong growth, with sales increasing by 2.4% and sales volume by 3.8% in Q1 2023, particularly in washing machines, dryers, dishwashers, and built-in refrigerators [2] - China became Italy's largest supplier of home appliances, with direct imports exceeding €590 million, approximately 2.7 times that of Germany [2] - Exports of home appliance parts from China to Italy also surged, totaling $362 million, a significant increase of 33.1% year-on-year [2][3] Market Dynamics - The growth in exports is partly due to Italy's status as the second largest manufacturing power in the EU and the pressure on local manufacturers from high energy costs [3] - Italian companies are increasingly importing components to maintain competitiveness, benefiting Chinese suppliers [3] Value Chain Enhancement - China's export growth is not merely about scale but also reflects an elevation in its position within the global supply chain, transitioning from a mere supplier to a provider of core components and technological solutions [4] - Chinese companies are enhancing their irreplaceability in the supply chain by mastering key components and smart control systems [4] Local Adaptation and Innovation - Leading Chinese companies, such as Haier, are establishing local R&D centers in Italy to tailor products to local market demands, enhancing brand recognition [4] - The demand for diversified and personalized home appliances is rising among overseas consumers, particularly for smart and high-quality products [5] Seasonal Demand Surge - Extreme high temperatures in Europe, particularly in Italy, have driven up demand for air conditioning units, with exports expected to exceed 90 million units for the year [7] - The ongoing transition to environmentally friendly refrigerants in Europe presents opportunities for Chinese brands to capture market share [7]

Core Viewpoint - The recent release of 105 major international cooperation projects by Henan province represents an active exploration to integrate into the global economic landscape, aiming to effectively link global resource factors for breakthroughs [1][2]. Group 1: Project Overview - The list includes projects such as the Guinea Port by China Henan International Cooperation Group, covering categories like foreign investment, overseas investment, foreign loans, and medium to long-term foreign debt [1]. - There are 46 foreign investment projects with a total investment exceeding 25.9 billion RMB, 22 overseas investment projects, 31 medium to long-term foreign debt projects, and 6 foreign loan projects [1]. Group 2: Economic Impact - The implementation of these projects is expected to enhance the province's dual openness strategy of "bringing in" and "going out," facilitating connections to global resource factors and integration into global supply chains [2]. - The projects are anticipated to provide financial support for local infrastructure and industrial development, with specific examples including the Guinea Port project creating a new transportation channel and the Zhengda (Luoyang) Superfood Factory enhancing the food industry cluster's added value [2].

Core Points - The third China International Supply Chain Promotion Expo was held in Beijing from July 16 to 20, focusing on "Linking the World, Creating the Future" [4] - The expo serves as a national-level platform for global supply chain cooperation, promoting resource sharing and technology exchange among enterprises [4][6] - The event attracted over 650 companies and institutions from 75 countries and regions, with more than 65% being Fortune 500 and industry-leading firms [6][10] Group 1: Event Overview - The expo featured six major sectors: advanced manufacturing, green agriculture, digital technology, healthy living, smart vehicles, and clean energy [4] - It has become a significant platform for international cooperation, showcasing China's commitment to high-level opening-up [6][12] - The event emphasized innovation, with over 100 new products expected to debut, marking a 10% increase from the previous year [7][8] Group 2: Participation and Impact - The participation of international companies increased, with a 15% rise in American exhibitors compared to the last event [12] - The expo highlighted China's role as a key player in the global supply chain, with over 80% of Apple's main suppliers manufacturing in China [12][14] - The event aims to foster long-term partnerships rather than short-term transactions, promoting a collaborative environment among exhibitors [10][11] Group 3: Technological Innovations - Innovative products showcased included a magnetic levitation conveyor line, which significantly improves speed and precision compared to traditional systems [7] - The expo introduced an innovation chain area to facilitate the transformation of laboratory ideas into industrial applications [8] - The event achieved full green power supply for the first time, expected to reduce carbon emissions by over 1,100 tons [7]

Group 1 - The third Chain Expo signals that China remains a crucial part of the global industrial and supply chain, especially amid rising global trade uncertainties [1][3] - China's retail sales reached 24.5458 trillion yuan in the first half of the year, showing a 5.0% year-on-year growth, with consumption contributing over half to economic growth [1] - Foreign companies view China as a key partner in stabilizing global supply chains, with many expanding their supply chain operations in the country [3][4] Group 2 - China's supply chain network is characterized by comprehensive connections and efficient collaboration between upstream and downstream, which helps reduce logistics costs and enhance efficiency [2] - The proportion of foreign exhibitors at the Chain Expo increased from 32% to 35%, indicating that foreign investors still regard China as an indispensable supply chain partner [3] - Companies like Apple have over 80% of their top 200 suppliers located in China, highlighting the country's importance in global supply chain configurations [3] Group 3 - China is optimizing its business environment, easing market access, and expanding financing channels to promote mutually beneficial global supply chain cooperation [4] - Lenovo is accelerating its global supply chain layout by partnering with Alat to establish a new manufacturing base in Riyadh, Saudi Arabia, expected to produce millions of devices annually by 2026 [4] - The emphasis on strengthening global supply chain cooperation reflects China's commitment to transforming supply chains into "win-win chains" [4]

Domestic Market Overview - The domestic market experienced slight declines with the Shanghai Composite Index closing at 3503.78 points, down 0.03%, and the Shenzhen Component Index at 10720.81 points, down 0.22% [1][4][9] - Among 30 sectors, 16 sectors saw gains, with automotive, consumer services, and pharmaceuticals leading the increases, while steel, banking, and construction faced significant declines [1][4][9] - The total trading volume for the A-share market was 146.17 billion yuan, showing a decrease compared to the previous day [1][4][9] Overseas Market Overview - The three major U.S. stock indices recorded slight gains, with the Dow Jones up 0.53%, S&P 500 up 0.32%, and Nasdaq up 0.25% [2][4] - Tesla's stock rose over 3%, while the majority of Chinese concept stocks declined, with Hesai Technology dropping over 9% [2][4] News Highlights - China aims to be a promoter of mutually beneficial global industrial and supply chains [3][11] - The Ministry of Commerce is working on implementing tax incentives for foreign investors reinvesting profits directly [3][12] - The "old-for-new" housing policy has been implemented in several cities, enhancing market activity [3][13] - Nvidia's CEO Jensen Huang emphasized the role of AI in transforming supply chains during a recent conference [3][14] - A memorandum was signed between China and Australia regarding the implementation and review of the China-Australia Free Trade Agreement [3][15] - Important global economic data was released [3][17] Market Drivers - The State Council held a meeting to discuss policies for strengthening domestic circulation and regulating the competition in the new energy vehicle industry [10] - A total of 3278 stocks rose while 1929 fell, indicating a technical adjustment after previous gains [10]

Core Points - The third China International Supply Chain Promotion Expo (Chain Expo) opened on July 16, showcasing the vitality and creativity of the global business community and highlighting the urgent expectations of upstream and downstream enterprises in the supply chain to find partners and solutions in the current environment [1][3]. Group 1: International Participation - This year's Chain Expo featured 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 [3]. - The actual number of exhibitors reached 1,200, including over 500 partners from the supply chain, with more than 170 foreign delegations attending for discussions [3]. - The expo emphasized helping enterprises find partners and application scenarios, with the establishment of exhibitor alliances for better collaboration [3]. Group 2: Foreign Enterprises' Engagement - 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 [4]. - Airbus has been collaborating with the Chinese aviation industry for 40 years, making China its largest single-country market for civil aircraft [4]. - The participation of Airbus and its seven Chinese supply chain partners at the expo highlights the integration of capable Chinese enterprises into Airbus's global supply chain [4]. Group 3: Apple's Commitment - Apple has been expanding its supply chain in China for over 30 years, with more than 80% of its 200 major global suppliers having factories in China [5]. - The China Council for the Promotion of International Trade reported that the global supply chain index matrix has shown stability, with indices for promotion, connection, innovation, and resilience all improving from 2018 to 2024 [5]. Group 4: Global Cooperation and Initiatives - The opening ceremony included the reading of the "Beijing Initiative," which emphasizes the importance of global cooperation in maintaining the resilience and stability of supply chains [6]. - The initiative calls for true multilateralism and support for a rules-based multilateral trading system to enhance global supply chain security and create a fair and predictable market environment [6]. - Representatives from the UK-China Trade Association and Thailand's Ministry of Commerce highlighted the need for continued cooperation in supply chain management for future prosperity and sustainable development [6].