国际科技创新中心建设方面，我们将重点围绕强化国际科技创新中心策源功能，支持国家实验室更好发 挥"总平台、总链长"作用，推动重点领域基础研究、关键核心技术攻关，加快重大科技成果高效转化应 用，促进教育科技人才良性循环。 "我们将着眼发挥'先手棋'作用，坚持整体谋划、协同推进、重点突破、以点带面，持续强化'五个中 心'建设的整体效应、平台效应、放大效应和辐射效应，在'十五五'新起点上努力推动'五个中心'建设取 得新突破，为国家发展大局作出新贡献。"顾军说。 国际金融中心建设方面，上海将重点围绕增强国际金融中心竞争力和影响力，加快打造人民币资产全球 配置中心、风险管理中心，拓展跨境和离岸金融服务功能，加强科创金融改革试验区和股权投资、并 购、金融科技等集聚区建设，持续提升金融服务实体经济、科技创新和共建"一带一路"能力。 国际贸易中心建设方面，上海将重点围绕推动国际贸易中心提质升级，吸引企业在沪设立全球供应链管 理中心，加快大宗商品资源配置枢纽建设，支持跨境电商、保税维修、跨境再制造等贸易新业态做大规 模，推动服务贸易、数字贸易、离岸贸易等深化拓展、创新突破。 国际航运中心建设方面，上海将重点围绕建设全球领先的国际 ...

当前全球经济格局深度调整，地缘政治冲突、政策变动、汇率波动等风险交织叠加，上海企业面临的外 部环境日趋复杂。顶住压力实现了外贸逆势增长的上海，今年明确"全力稳外资稳外贸"。 结合实践，他提出三点建议。首先，进一步完善跨部门供应链协同保障机制，简化跨境物流通关、国际 结算等关键环节流程，打造"全球接单、境外加工、上海结算"的新全球贸易模式。其次，支持企业提升 全球供应链的管理功能、资源整合和统筹能力，用好国内国际两个市场的能力；对国际贸易术语通则加 强研究、深度掌握、灵活运用，实现全球层面的物贸联动及港航贸一体化，提升国际贸易的综合竞争能 力和抗风险能级。另外，加大对供应链数字化和纺织出口产品在绿色低碳设计能力培养方面的政策支 持，帮助企业构造高效顺畅的现代化供应链生态系统，增强应对外贸环境变化的韧性。 出海与风险防控 上海市人大代表、上海龙创汽车设计股份有限公司董事长王珣提出了进一步促进上海新能源汽车产业链 出海发展的建议。在他看来，企业面临单打独斗现象突出，缺乏协同整合；跨境服务体系不完善；外汇 结汇流程长，资金回收效率低；无序价格竞争蔓延海外等诸多挑战。因此，他建议依托上海产业链完整 优势，打造"政府引导 ...

Core Viewpoint - The article emphasizes the need for Shanghai to enhance its international trade capabilities and strengthen global supply chain management in response to complex external economic conditions, including geopolitical conflicts and policy changes [2][3]. Group 1: Trade Development Strategies - Shanghai aims to upgrade its international trade center by enhancing its trade hub functions, accelerating trade innovation, and optimizing goods trade while expanding intermediate goods, service trade, digital trade, offshore trade, and green trade [2]. - The city plans to promote high-quality development of new trade formats and diversify its trade markets to strengthen global supply chain management [2]. Group 2: Recommendations for Supply Chain Management - Suggestions include improving cross-departmental supply chain collaboration mechanisms, simplifying key processes like cross-border logistics and international settlement, and creating a new global trade model that integrates global order-taking, overseas processing, and settlement in Shanghai [3]. - There is a call for supporting enterprises in enhancing their global supply chain management capabilities and integrating resources effectively, as well as improving the understanding and application of international trade terms [3]. Group 3: Automotive Industry Insights - Shanghai's automotive industry is projected to achieve an industrial output value of 742.1 billion yuan by 2025, with a year-on-year growth of 7.8%, accounting for 19% of the city's total industrial output [4]. - Recommendations for the automotive sector include creating a collaborative ecosystem for overseas expansion, optimizing foreign exchange settlement processes, and establishing a regulatory framework to combat price competition abroad [5]. Group 4: Addressing Carbon Border Tax - The European Union is expanding its Carbon Border Adjustment Mechanism (CBAM) to include downstream products, prompting calls for Shanghai to develop a public service toolbox to help local industries comply with these regulations [7]. - Recommendations include establishing a standardized carbon data management system and enhancing training and compliance support for enterprises to adapt to evolving EU regulations [8].

当前全球经济格局深度调整，地缘政治冲突、政策变动、汇率波动等风险交织叠加，上海企业面临的外 部环境日趋复杂。顶住压力实现了外贸逆势增长的上海，今年明确"全力稳外资稳外贸"。 为了破解企业出海痛点，马炜提出，要构建系统化风险防控赋能体系，打造精准化风险预警服务平台， 优化精细化政策支持与兑现机制，健全协同化出海服务生态体系。其中，建议优化税收激励政策，提高 企业海外安全防护、技术研发等投入的税前扣除比例；设立分类分级的专项补贴资金池，对高风险地区 业务、高科技领域企业给予重点支持。 应对欧盟碳关税 近期，欧盟围绕碳边境调节机制（CBAM）连续释放出新的政策信号。2025年底，欧盟方面表示，在按 原计划于2026年进入正式征收阶段的基础上，正在推动将碳关税的适用范围，从目前主要针对钢铁、 铝、水泥等基础原材料，进一步扩大至使用钢铝较多的下游制成品，同时加强对转口、轻加工规避行为 的监管力度。 根据《上海市国民经济和社会发展第十五个五年规划纲要（草案）》，为了推动国际贸易中心提质升 级，上海将增强贸易枢纽功能，加快贸易创新发展和结构转型，优化升级货物贸易，拓展中间品贸易， 着力发展服务贸易、数字贸易、离岸贸易、绿色 ...

Group 1: Economic Development and Goals - Pudong is projected to achieve a GDP of 1.88 trillion yuan by 2025, accounting for approximately one-third of Shanghai's total GDP, serving as a growth stabilizer and innovation engine for the city [2] - The goal for Pudong is to maintain a GDP growth rate of over 5% this year, focusing on key technology breakthroughs, future industry layout, and optimizing enterprise support services [2][3] - The construction of the "Five Centers" is a significant mission assigned to Shanghai by the central government, with Pudong playing a crucial role in this initiative [2][3] Group 2: Technological Innovation and Industry - The construction of an international technology innovation center is a key mission for Shanghai, with technology innovation becoming a powerful driver for high-quality development [4] - Zhangjiang Science City is identified as the core area for Shanghai's international technology innovation center, currently hosting nearly 500 AI companies [5] - The integration of technology and industry is becoming increasingly close, with significant explorations in various fields expected to drive future industrial growth [6] Group 3: Public Services and Quality of Life - There is a growing expectation among Pudong residents for high-quality living standards, with a focus on improving public services such as education and healthcare [8][9] - The demand for integrated elderly care services is increasing due to the aging population, with suggestions for policies to convert existing urban properties into community-based elderly care facilities [8] - The implementation of a no-accompaniment care pilot program has improved patient experiences and healthcare quality, with recommendations for further innovations in payment mechanisms and caregiver training [9] Group 4: Urban Governance and Safety - The government aims to enhance urban governance efficiency and improve the safety resilience of the mega-city [10] - The establishment of property management committees and the involvement of party organizations in property governance have shown positive results, but challenges remain in managing complex urban environments [11] - Recommendations include strengthening local responsibilities for safety management in high-rise buildings and promoting community involvement in safety measures [12]

Core Viewpoint - The Shanghai Municipal Committee's recent meeting emphasizes the need to accelerate the construction of "five centers" and enhance the city's competitiveness and economic status during the 14th Five-Year Plan period [1] Group 1: Economic Development Goals - The meeting approved the proposal for the 15th Five-Year Plan, focusing on implementing the central economic work conference's spirit and setting development goals for the upcoming year [1] - The plan aims to enhance the international economic center status through innovation-driven and coordinated development [1] Group 2: Industrial System and Services - A modern industrial system will be constructed with a framework of "2+3+6+6," focusing on advanced manufacturing as the backbone and promoting high-quality development in the service sector [1] - The strategy includes deepening the implementation of domestic demand expansion and nurturing world-class enterprises [1] Group 3: Financial and Trade Centers - The plan aims to enhance the competitiveness and influence of the international financial center, establishing a global asset allocation center for RMB and a risk management center [1] - There is a focus on upgrading the international trade center, promoting trade innovation, and transforming trade structures while strengthening global supply chain management [1] Group 4: Shipping and Technology Innovation - The initiative includes building a leading global international shipping center and enhancing the status of global air and sea hubs, with a strong emphasis on modern shipping services and digital transformation [1] - The meeting highlights the importance of strengthening the role of the international technology innovation center, focusing on original innovation and key technology breakthroughs, and integrating technological and industrial innovation [1]

Group 1: Domestic Business Overview - The distribution of domestic downstream customers shows that the consumer electronics sector accounts for approximately 40%, while furniture and home appliances together account for about 25%. The automotive and new energy vehicle supply chain accounts for around 15% [3] - Other sectors include liquor, medical devices, food and beverage, health products, express packaging, and label and electronic functional material die-cut products [3] Group 2: Overseas Operations - The company has six factories in Vietnam, Thailand, Malaysia, and Mexico, with additional capacity available for expansion based on market demand [4] - Compared to local competitors, the company has strong advantages in product quality, service, R&D design, and customer resources, enabling it to meet global supply chain management needs effectively [4] Group 3: Market Challenges and Risks - The packaging industry has relatively low barriers to entry, but leading companies possess significant competitive advantages in R&D, product quality, customer resources, and service [5] - The company faces risks if overseas market expansion does not meet expectations, which could impact overall development goals [7] Group 4: Pricing and Profitability - Product pricing is determined by considering costs and customer demands for design and service [7] - The company has developed higher value-added customers and reduced low-margin orders, contributing to overall profit improvement [8] Group 5: Financial Health and Future Plans - The company aims for stable domestic growth and rapid overseas business growth in 2026 [7] - Cash dividends are emphasized as an important way to return value to shareholders, with future amounts depending on operational and financial conditions [8]

Core Insights - Maersk and CATL signed a strategic cooperation memorandum to promote low-carbon transformation in global supply chains and enhance CATL's global supply chain management [1] - CATL will become Maersk's preferred partner for battery technology, focusing on electrification of Maersk's container fleet, port ecosystems, inland transportation, and warehousing [1] - The collaboration will include applications in power system design, energy management, and battery recycling solutions [1]

Core Insights - The 15th Henan Investment and Trade Fair was held in Zhengzhou, focusing on enhancing cooperation between Hong Kong and Henan, particularly in multinational supply chain management, risk control, and financing [1] - The collaboration between Hong Kong and Henan is built on a solid foundation, with Hong Kong being the largest source of foreign investment for Henan and a preferred platform for Henan enterprises to expand globally [1] - The Hong Kong government representatives promoted various sectors, including transportation, logistics, and financial services, to Henan enterprises during the event [1] Group 1 - Zhengzhou aims to create a market-oriented, legal, and international business environment to attract Hong Kong enterprises for investment and development [2] - The cooperation model between Luoyang and Hong Kong is highlighted, focusing on a multi-dimensional partnership that combines Hong Kong's research and funding with Luoyang's manufacturing capabilities [2] - The successful listing of Henan-based company Mixue Ice City on the Hong Kong Stock Exchange is presented as an example of how Hong Kong's supply chain services and financial resources can optimize global layouts for enterprises [2]

Company Overview - Tongling Jieya Biotechnology Co., Ltd. was established in 1999 and specializes in the research, production, and sales of wet wipes, with over 20 years of industry experience [2]. - The company was listed on the Shenzhen Stock Exchange's Growth Enterprise Market on December 3, 2021, and is steadily advancing its fundraising projects [2]. - In Q1 2025, the company reported a revenue of 124 million yuan and a net profit of 10.06 million yuan [2]. Q&A Highlights - **Impact of Tariffs**: The current tariff policies have a relatively limited impact on the company's overall business [3]. - **US Wet Wipe Factory Project**: The project is currently under construction and is expected to commence production next year [3]. - **Kimberly-Clark European Orders**: Production began in April 2025, and order deliveries are progressing as planned [3]. - **Asset Impairment**: The company adheres to accounting standards and will reasonably assess asset impairment based on prudence [3]. - **Self-Branding Considerations**: The company is exploring self-branding through an industrial fund but has seen low revenue conversion rates [3]. - **Facial Mask Business Outlook**: Currently serving major clients like L'Oréal and Galen Group, with a gradual expansion to other domestic brands, though new client orders are relatively small [3]. - **Jiechuang Medical Subsidiary**: The subsidiary is undergoing strategic adjustments, with cautious investment based on overall business layout and resource optimization [3]. - **Equity Incentives**: The company is focused on establishing long-term incentive mechanisms and will disclose plans as they develop [3]. - **Compliance with Regulations**: The company conducted the investor communication event in accordance with regulatory guidelines, ensuring no undisclosed significant information leaks occurred [3].