今天分享的是：香港科技大学：2025年全球供应链报告（摘要） 报告共计：18页 2025年全球供应链核心趋势与行业格局总结 2025年全球供应链正被地缘政治、政策导向、技术革新等多重因素重塑，呈现多元化、区域化、绿色化的显著特征。各行业供 应链在调整中寻求韧性与效率的平衡，中国仍保持核心地位，新兴制造基地加速崛起。 地缘政治与贸易政策深刻影响供应链布局，区域化与本土化趋势凸显。自由贸易协定成为优化供应链的关键抓手，通过降低跨 境流动成本，推动区域产业集群形成。同时，各国本土发展政策通过补贴、税收优惠等手段，助力本土制造业升级，降低对外 依赖。成本因素驱动产能重构，企业纷纷向成本优势地区迁移，形成全球制造枢纽的地理再分布。 以下为报告节选内容 技术革新全面赋能供应链转型，人工智能、物联网、区块链等技术提升了物流与库存管理的透明度和效率，自动化与3D打印技 术催生按需生产模式，减少资源浪费。各行业技术突破不断，在光伏、电动汽车等领域，技术迭代巩固了领先企业的市场地 位。 全球供应链报告 综述 电动汽车 太阳能光伏 服装 医疗设备 2025年2月 中文摘要版 环境可持续发展成为供应链核心价值标准，"绿色合规"推动企 ...

Core Insights - The article discusses the urgent demand for specialized composite talents in China's import and export trade sector, driven by the deep integration of digital technology and the acceleration of green transformation [2][3] Talent Demand and Trends - The report highlights that the digitalization of the entire import and export trade chain is accelerating, with government policies and market growth fostering diverse talent needs [2] - The State Council plans to add 15 new cross-border e-commerce pilot zones by 2025, enhancing the policy framework to support this sector [2] - Cross-border e-commerce is identified as a significant engine for trade growth, with import and export volumes projected to rise from 19.2 trillion yuan in 2021 to 23.8 trillion yuan in 2024, reflecting an annual growth rate exceeding 7% [2] Salary Insights - The report indicates that composite talents with skills in platform operation, AI tool application, data analysis, and compliance are in high demand, leading to significant salary premiums compared to traditional roles [2] - Specific salary ranges for various roles include: - Overseas Brand Manager: 450,000 - 800,000 yuan - Overseas ITBP: 300,000 - 600,000 yuan - ESG Sustainability Director: 350,000 - 800,000 yuan - Carbon Accounting Engineer: 200,000 - 400,000 yuan [3][4] Green Compliance and International Standards - The tightening of global green trade rules is creating a "hard threshold" for companies entering international markets, making green compliance talent a core necessity for competitive advantage [3] - The EU's carbon border adjustment mechanism (CBAM) will be implemented in 2026, requiring companies to accurately calculate and report their carbon footprints [3] - Domestic regulations, such as the Corporate Sustainability Disclosure Guidelines, necessitate the establishment of ESG governance frameworks that align with international standards [3] Role-Specific Requirements - The article outlines specific roles and their core competencies, emphasizing the need for expertise in international rules and carbon accounting tools, particularly for key export sectors like new energy vehicles and photovoltaics [3][4] - Key roles include: - Cross-Border Data Analyst: Requires proficiency in data analysis tools and compliance regulations, with salaries ranging from 250,000 to 500,000 yuan - Carbon Accounting Engineer: Focuses on carbon footprint calculation and reporting, with salaries between 200,000 and 400,000 yuan [4]

Core Viewpoint - Despite challenges such as trade protectionism and fluctuating tariff policies, China's foreign trade has shown resilience, with a reported 3.5% year-on-year growth in import and export value for the first eight months of the year [1][2]. Group 1: Trade Performance - In August, China's goods exports reached 2.3 trillion yuan, marking a 4.8% year-on-year increase, with exports to the U.S. accounting for 30% of total exports [2][5]. - The overall export value increased by 32% despite a 25% decline in exports to the U.S. during the first half of the year due to tariffs [2][3]. - For the first eight months, trade with ASEAN countries grew by 9.7%, while trade with the EU increased by 4.3% [3][8]. Group 2: Challenges Faced - The foreign trade sector is facing significant challenges, including unclear tariff policies, increasing order fragmentation, and intensified market competition [4][5]. - Exports to the U.S. have seen a 33.1% year-on-year decline in August, raising concerns about the impact of potential future tariffs [5][6]. - The shift towards smaller, fragmented orders has led to increased production costs and inefficiencies for many companies [6][7]. Group 3: Strategic Responses - Companies are diversifying their production bases to mitigate risks associated with tariffs, with some establishing factories in countries like Bangladesh, Vietnam, and Cambodia [3][7]. - A market diversification strategy is being adopted, with companies increasing their presence in emerging markets such as Southeast Asia and Latin America [3][8]. - Firms are investing in digital transformation and smart manufacturing to enhance flexibility and responsiveness to market demands [6][8]. Group 4: Future Outlook - There is optimism among foreign trade enterprises regarding future growth, particularly in markets where Chinese products are competitively priced [9]. - Companies are focusing on product diversification and high value-added offerings to strengthen their competitive edge [8][9].