作为锂电装备领域的代表性企业，深圳市赢合科技（300457）股份有限公司(证券简称：赢合科技；证 券代码：300457)深度参与大会交流。公司董事、总裁何爱彬受邀在开幕式发表题为《拥抱变局，协同 共赢——装备助力共创全球新能源行业供应链区域化新生态》的主旨演讲，系统阐述了装备企业在全球 新能源供应链区域化浪潮中的角色定位、技术方向与产业使命。 从"装备提供商"走向"产业链协同伙伴" 当前，全球新能源产业链正经历深刻的变革，呈现出从以全球化为主逐步走向多元化、区域化发展的趋 势。地缘政治、贸易壁垒及技术标准分化，使得供应链安全、本土化运营成为新的行业关键词。 面对产业格局重塑，锂电装备行业迎来新的历史性角色转变——从传统的设备与解决方案供应商，转向 全球生产体系的"协同构建者"。在此过程中，区域化供应链的稳定性与竞争力重要性凸显，这也要求锂 电装备企业具备更强的技术韧性、更好的跨区域适配能力与更全面的全生命周期服务体系以适配新的竞 争格局。 依托多年沉淀的国际项目管理体系与全链条高效协同能力，赢合科技从贴合区域生产需求的技术方案个 性化适配，到贯穿生产全环节的严苛品控标准，再到跨国交付中的无缝衔接与全周期服务， ...

Group 1 - The core viewpoint is that the bond market is experiencing a recovery due to increased risk aversion amid escalating trade tensions, with expectations of policy support and a shift in sentiment following changes in fund redemption rules [1][2] - The 30-year government bond yield has decreased by over 8 basis points, with yields for 30-year and 10-year bonds recorded at 2.0680% and 1.7475% respectively, indicating a positive response in the bond market [1] - The macroeconomic environment remains challenging, with GDP growth slowing to 4.8% and pressures on both investment and consumption sectors, highlighting the need for further policy intervention [4][5] Group 2 - The U.S.-China trade relationship is a critical variable influencing bond market trends, with the likelihood of extreme tariff measures being low, suggesting a potential for negotiation rather than escalation [2] - The third quarter has shown a significant decline in investment growth, particularly in real estate and infrastructure, reflecting ongoing domestic demand issues [4] - The upcoming meetings, including the 20th National Congress, are expected to impact market risk appetite and may lead to more proactive counter-cyclical policies, which could affect bond market sentiment [5][7]

Core Insights - Middle Eastern countries are accelerating their economic diversification, moving from traditional energy reliance to technology innovation and sustainable development [1] - China is becoming an ideal strategic partner for the Middle East due to its advanced infrastructure, mature manufacturing system, and cutting-edge digital technology [1] - The investment landscape is evolving with increasing capital linkage through innovative models like joint funds, leading to mutual benefits [1] Investment Trends - The investment heat in the Middle East is expected to remain high through 2025, driven by regional supply chain localization and economic transformation [2][3] - The Gulf Cooperation Council (GCC) is actively seeking to diversify its economy, particularly in non-oil sectors, with significant opportunities for Chinese companies [2] - The ongoing collaboration between Hong Kong and Saudi Arabia's capital markets is enhancing mutual understanding and investment opportunities [3] Key Investment Areas - Focus areas for investment include high-growth sectors such as digital infrastructure, smart technology, fintech, digital healthcare, education technology, and agricultural technology [3][4] - Saudi Arabia has allocated over $15 billion for digital infrastructure, with the GCC's digital economy projected to exceed $500 billion by 2030 [4] Successful Case Studies - Sahm Capital, a fintech company backed by 易达资本, has rapidly gained traction in Saudi Arabia, becoming one of the fastest-growing members of the Saudi stock exchange [6][7] - The company's success is attributed to early market entry, effective localization strategies, competitive pricing, and strong local presence [7] Strategic Positioning - 易达资本's new office in Hong Kong aims to serve as a bridge for Chinese enterprises to expand internationally and for international capital to enter the Chinese market [8] - The office will leverage Hong Kong's mature financial system and international advantages to enhance connectivity between global markets and the Middle East [8]

Group 1 - The current global industrial transfer is largely a passive response to trade protectionism and geopolitical factors, emphasizing the importance of stable supply chains for adapting to new global trends [1] - The "2024 China Tank Container Industry Development Report" highlights three main characteristics: the rise of high-value liquid raw materials as new cargo sources, continuous expansion of tank container transport scale with major operators exceeding 600,000 TEU in shipment volume, and the evolution of tank container operators into comprehensive third-party logistics service providers [1][4] - The trend of smart containers and intelligent logistics is emerging, with customs enhancing logistics control through technologies like electronic tags and smart locks, although real-time monitoring of container transport remains a challenge [3] Group 2 - The tank container industry is experiencing significant growth, driven by the increasing demand for specialized liquid cargo transport, particularly in the context of China's industrial upgrades and the shift towards clean energy [5][6] - The global supply chain is shifting towards regionalization, short-chain, and diversification, with China optimizing its export structure and enhancing competitiveness, particularly in high-value products [6][7] - The Belt and Road Initiative is facilitating the diversification of logistics channels, transforming international logistics from a single transport mode to a multi-modal network, which is crucial for maintaining efficient supply chains [7]