与会美国工商界代表纷纷表示，看好中国市场巨大潜力，未来将与中国企业加强供应链合作，呼吁双方 持续营造开放、稳定、可预期的营商环境，为两国工商界创造更多合作机遇，共同推动构建安全、高 效、韧性的全球供应链体系。 活动期间，中展集团专题推介第四届链博会。 人民财讯12月5日电，据中国贸易报，12月4日，中美经贸合作论坛暨第四届链博会推介会在华盛顿举 行。中国贸促会会长任鸿斌率中国企业家代表团出席论坛并致辞。 任鸿斌表示，习近平主席与特朗普总统在韩国釜山成功会晤，再次为中美关系校准航向，并就促进经贸 务实合作达成重要共识。中美经贸关系的本质是互利共赢，经过多年发展，两国经济已深度融合。面向 未来，中国贸促会将持续搭建高质量贸易投资促进平台，支持中美工商界深化务实合作。欢迎美国企业 在2026年积极参与APEC中国年系列工商界活动。 ...

Core Insights - Lida Xin (605365) reported a slight increase in revenue for the first three quarters of 2025, reaching 4.947 billion yuan, a year-on-year growth of 0.13%, while total profit decreased significantly by 49.53% to 145 million yuan [1] - The company faced challenges in the second quarter due to international trade fluctuations, low industry demand, and intensified competition, leading to a sharp decline in profits [1] - In response to U.S. tariff policies, Lida Xin accelerated its "transit to Thailand" process, resulting in increased costs that impacted the first half of the year [1] - The third quarter saw a substantial recovery in net profit, reaching 58.1473 million yuan, indicating a gradual improvement in performance [1] Financial Performance - For the first three quarters of 2025, Lida Xin's management, sales, and R&D expenses collectively decreased by 1.44% year-on-year, showcasing the company's strong operational resilience and refined management capabilities [1] - Despite the short-term pressures from accelerated capacity expansion in Thailand, the strategic layout established since 2021 has provided a solid foundation for rapid capacity enhancement [1] Strategic Outlook - The construction of production capacity in Thailand is viewed as a proactive response to current challenges and a long-term strategic move to build a more resilient and competitive global supply chain [2] - The company aims to maintain a dual strategy of "brand OEM and dual circulation" domestically and internationally, focusing on structural adjustments and efficiency improvements to achieve sustainable high-quality development [2]

Core Insights - Hainan seafood is now being transported to North America within 24 hours, enhancing the efficiency of the cold chain logistics system [1][2] - The collaboration between Meilan Airport and Cathay Pacific Airlines has optimized the transportation process, ensuring timely delivery of fresh products [1] Group 1: Transportation and Logistics - A flight carrying approximately 600 kilograms of frozen seafood departed from Meilan Airport, transiting through Hong Kong International Airport before arriving at New York's JFK Airport [1] - The exported seafood includes species such as large yellow croaker, eastern star grouper, and pearl grouper, highlighting the variety of Hainan's marine products [1] - Meilan Airport has implemented a 7×24 hour customs clearance system and established dedicated storage areas in cold storage facilities to support transportation [1] Group 2: Strategic Partnerships - In September, Hainan Airport Group signed a memorandum of cooperation with Hong Kong Airport Authority to enhance logistics collaboration between the two regions [1] - The partnership leverages Hainan's free trade port export policies and Hong Kong's extensive global route network to integrate Hainan's tropical fruits and seafood into the global supply chain [1] Group 3: Future Developments - Meilan Airport plans to deepen cooperation with airlines, charter companies, and freight forwarders to further optimize cold chain logistics processes and upgrade cold chain facilities [2] - The airport aims to promote more high-quality Hainan agricultural products to international markets, capitalizing on the advantages of the Hainan free trade port [2]

Core Viewpoint - The company is optimistic about its expansion in the U.S. market and has established a solid foundation for future revenue growth through effective customer acquisition [1] Group 1 - The company is actively developing its global supply chain system in collaboration with multiple partners to mitigate tariff risks [1] - The company will continuously monitor changes in tariff policies and adjust its production and operational strategies flexibly to ensure stable business development [1]

Core Viewpoint - Honeywell expresses strong confidence in the Chinese market and plans to increase investments in China [1] Group 1: Company Overview - Honeywell, founded in 1885, is a global high-tech enterprise with four major business groups: Aerospace, Intelligent Industrial, Intelligent Buildings, and Energy & Sustainability [1] - All of Honeywell's business groups are currently established in China [1] Group 2: Event Participation - This year marks Honeywell's third consecutive participation in the China International Supply Chain Promotion Expo (Chain Expo) and the 90th anniversary of its entry into the Chinese market [1] - The Chain Expo serves as an important platform for Honeywell to showcase its innovative technologies and solutions [1] Group 3: Strategic Intent - Honeywell aims to strengthen collaboration with Chinese enterprises and enhance synergy within the industrial chain [1] - The company views China as a crucial component of its global strategy and a core engine for innovation and development [1] - Honeywell anticipates further deepening its collaboration with China's industrial chain to promote technological innovation and industrial upgrades, contributing to a more low-carbon, flexible, and resilient global supply chain system [1]

Core Viewpoint - The company reported a strong start in Q1 2025, achieving significant revenue and profit growth despite a complex international environment affecting the global container shipping market [1][2]. Financial Performance - In Q1 2025, the company achieved operating revenue of 57.96 billion RMB, a year-on-year increase of 20.05% [1]. - The net profit for the quarter was 13.23 billion RMB, reflecting a year-on-year growth of 72.21% [1]. - The net profit attributable to shareholders was 11.70 billion RMB, up 73.12% year-on-year [1]. Business Development - The company launched new shipping routes including WSA3 and WSA5 from China to South America, and resumed the AEU7 route from Far East to Northwest Europe, enhancing its global route network [1]. - The container shipping and terminal businesses both experienced steady growth during the reporting period [1]. Supply Chain Solutions - The company has significantly improved its global resource integration capabilities, offering tailored solutions for various customer segments, including "direct train + sea-rail connection" for industry clients and "customized LCL" for small and medium-sized clients [2]. - Supply chain revenue outside of shipping reached 10.85 billion RMB, a 14.39% increase year-on-year [2]. Digital and Green Transformation - The company has implemented AI technology across multiple business scenarios, improving vehicle entry and exit efficiency by 60% through smart yard renovations [2]. - The first methanol dual-fuel container ship, "Zhongyuan Shipping Yangpu," has been successfully named, marking a step in the green low-carbon transition [2]. - The Qian Kai terminal achieved 100% green electricity operation in Q1 and received an internationally recognized green electricity certificate [2]. Share Buyback and Future Outlook - As of April 29, 2025, the company has repurchased 43.24 million A-shares, spending approximately 600 million RMB, demonstrating its commitment to aligning market price with intrinsic value [3]. - The company aims to focus on its positioning as a global digital supply chain operation and investment platform centered on container shipping, while continuously optimizing global resource allocation and enhancing operational efficiency [3].