Core Insights - The event during the third China International Supply Chain Expo focuses on deepening international cooperation in supply chains between China and Thailand, coinciding with the 50th anniversary of diplomatic relations between the two countries [1][2] - Shandong Province is highlighted as a key player in China's economic landscape, with a robust industrial system and significant trade achievements, including a total revenue of nearly 12 trillion RMB and an export value exceeding 2 trillion RMB in 2024 [1][2] Group 1: Trade and Economic Cooperation - The bilateral trade between Shandong and Thailand reached 74.6 billion RMB in 2024, marking a year-on-year increase of 10.8% [2] - Shandong has invested over 480 million USD in 33 enterprises in Thailand, showcasing successful local cooperation [2] - Thailand's exports to Shandong include rubber, fruits, and electrical appliances, while Shandong exports machinery and chemical products to Thailand, indicating a complementary trade relationship [2] Group 2: Industry and Investment Opportunities - Shandong's industrial chain advantages include 19 provincial-level signature industrial chains covering AI, new energy vehicles, and high-end equipment, with a revenue of nearly 11 trillion RMB in 2024 [4] - The production of new energy vehicles in Shandong increased by 145% year-on-year, positioning the province for collaboration in automotive parts and digital technology with Thailand [4] - Thailand is offering competitive tax and non-tax incentives to attract investors, aiming to enhance business viability and streamline operational processes for enterprises [4] Group 3: Event Significance and Participation - The expo serves as a crucial platform for international business connections, with 35% of exhibitors coming from overseas and participation from over 110 international organizations and enterprises [3][5] - The event emphasizes the transition from traditional trade to deep integration of industrial chains between Shandong and Thailand, particularly in emerging sectors like green energy and digital technology [6]

上半年的影响因素、消费态势在下半年将会持续。同时，消费政策还会继续加力，下半年刺激消费补贴 政策已经在陆续出台，各地将继续出台相关措施促消费。盛来运表示，消费要持续健康发展必须要提高 居民收入水平，要进一步改善消费环境。在这些方面，中央政策以及相关部门出台的措施都在继续推 进，各地还要进一步落实好中央扩内需政策要求，按照消费提升行动方案部署，进一步"稳就业、促增 收"，改善消费环境，增加优质消费供给，推动消费市场持续健康发展。 盛来运表示，从下半年情况看，尽管外部环境还有不少的不确定性，内部结构调整的压力较大，但综合 判断，下半年中国经济保持稳定增长是有支撑的。 首先，上半年经济稳中有进的发展态势和成效，为完成全年目标打下了较好基础。上半年，中国经济顶 住压力、稳定增长，保持稳中有进、稳中向好的发展态势，充分展示了中国经济的抗压能力和强大韧 性，这种发展态势会得以保持，为完成预期目标打下了扎实基础。 其次，多年来高质量发展大势和实践，凝聚了共识，积累了新动能，推进了经济再平衡，提高了经济可 持续发展能力。党的十八大以来，我国坚定不移推进经济转型和高质量发展，推动中国经济取得历史性 成就、发生历史性变革。现在， ...

Group 1 - The total number of migrant workers in China in 2024 is 299.73 million, with women accounting for 37.6%, exceeding 112 million [1] - Among local migrant workers, women make up 44.2%, while among those who migrate for work, women account for 31.7% [1] - The report highlights the significant presence of female migrant workers, referred to as the "she power" of the new era, while also acknowledging the challenges they face [2][3] Group 2 - The new generation of migrant workers, particularly those born in the 1980s and 1990s, exhibit a tendency towards individualization, frequently changing jobs and seeking romantic relationships [4][5] - Many of these workers transition from a carefree work life to a more responsible one after marriage and childbirth, often leading to long-distance relationships and a shift in lifestyle [6][7] - A significant number of young male workers remain unmarried, with estimates suggesting over 10 million men aged 32 and above are single [8][9] Group 3 - The characteristics of female migrant workers include their urban-rural migration, low job stability, and involvement in various industries such as manufacturing, service, and even male-dominated sectors [15][16][19] - The rise of the digital economy has also led to many women engaging in gig economy jobs, such as delivery and ride-sharing services [19][20] - The generational divide among female workers is evident, with older generations often remaining in rural areas post-marriage, while younger generations tend to migrate for work [21][22] Group 4 - The growth of female migrant workers has been gradual since the 1980s, with their proportion among all migrant workers nearing 40% [34][36] - Factors contributing to this growth include demographic changes, declining agricultural income, and increased job opportunities in urban areas [35][36] - The trend of rural women migrating to cities is expected to continue, driven by economic necessity and changing societal norms [40][42] Group 5 - The first generation of female workers faces challenges related to insufficient retirement resources and healthcare, leading many to continue working into old age [48][49] - The new generation of female workers encounters issues such as lack of career advancement opportunities and the disruption of their careers due to family responsibilities [54][55] - The need for social security and support systems for both generations of female workers is critical to address their long-term challenges [66][67]

Company Overview - Zhongke Lisheng (Jiangxi) Technology Industry Co., Ltd. has been established with a registered capital of 10.06 million RMB [1] - The legal representative of the company is Lin Yan [1] - The shareholders include Zhongke Youtuo (Sichuan) Technology Co., Ltd. holding 67% and Lisheng Forestry Technology (Jiangxi) Co., Ltd. holding 33% [2] Business Scope - The company’s business scope includes animal husbandry, seed trading, power facility installation and maintenance, and various technology services [2] - It also engages in ecological resource monitoring, carbon reduction technologies, and environmental protection services [2] - Additional activities include the sale of forestry products, agricultural products, and various manufacturing and sales of materials [2]

Economic Overview - In the first half of the year, China's GDP reached 66,053.6 billion yuan, with a year-on-year growth of 5.3% at constant prices [1] - The external environment has become increasingly complex and severe, but proactive macro policies have shown effectiveness, leading to a stable and positive economic trend [1] Economic Stability - The GDP growth rates were 5.4% in Q1 and 5.2% in Q2, indicating a steady economic performance [2] - The average urban survey unemployment rate was 5.2%, a decrease of 0.1 percentage points from Q1 [2] - The Consumer Price Index (CPI) saw a slight decline, but rose in June after four consecutive months of decrease [2] - The total import and export volume reached a record high for the same period [2] Consumption Trends - Final consumption expenditure contributed 52% to economic growth in the first half of the year [5] - The total retail sales of consumer goods amounted to 24.55 trillion yuan, reflecting a year-on-year growth of 5% [5] - There is an increasing share of service consumption, with holiday consumption playing a significant role and a rise in upgraded consumption and green consumption trends [5] Innovation and New Industries - The number of effective invention patent applications reached nearly 5 million from January to May, growing by 12.8% [6] - The digital economy is rapidly developing, with its core industries accounting for about 10% of GDP [6] - The service sector plays a crucial stabilizing role, and green industries are thriving, contributing to improved economic circulation [6] Domestic Demand and Policy Support - Domestic demand contributed 68.8% to GDP growth in the first half of the year [8] - A series of policies have been introduced to strengthen domestic circulation, expand demand, and promote production [8] Future Outlook - The year marks the conclusion of the 14th Five-Year Plan and the preparation for the 15th Five-Year Plan, with expectations for China's economy to provide more stability and certainty to the global economy [10]

Company Formation - Shanghai Zhongbao Digital Technology Co., Ltd. has been established with a registered capital of 10 million RMB [1] - The legal representative of the company is Huang Jianshan [1] Shareholding Structure - Fujian Zhongbao Logistics Co., Ltd. holds a 90% stake in the new company [2] - Shanghai Zhongbao Technology (Group) Co., Ltd. holds a 10% stake [2] Business Scope - The company’s business scope includes technology services, technical development, consulting, and transfer [2] - Additional services include park management, engineering management, installation of mechanical equipment, industrial engineering design, and fire safety technology services [2] - The company is also involved in real estate leasing, property management, advertising design, and various retail and wholesale activities [2] Company Registration Details - The company is registered in Baoshan District, Shanghai, with a business duration until July 15, 2025, and no fixed term thereafter [2] - The registration authority is the Baoshan Market Supervision Administration [2]

经营范围含人工智能公共数据平台；人工智能通用应用系统；人工智能双创服务平台；人工智能行业应 用系统集成服务；人工智能基础软件开发；人工智能理论与算法软件开发；人工智能基础资源与技术平 台；人工智能公共服务平台技术咨询服务；人工智能应用软件开发；数据处理和存储支持服务；智能机 器人的研发；互联网数据服务；人工智能硬件销售；服务消费机器人制造；特殊作业机器人制造；服务 消费机器人销售；工业机器人制造；智能家庭消费设备制造；创业空间服务；技术服务、技术开发、技 术咨询、技术交流、技术转让、技术推广；细胞技术研发和应用。（除依法须经批准的项目外，凭营业 执照依法自主开展经营活动） 无 企业名称汉诺硅基生命科技（深圳）有限公司法定代表人汤国兆注册资本500万人民币国标行业科学研 究和技术服务业>研究和试验发展>工程和技术研究和试验发展地址深圳市福田区沙头街道下沙社区滨 河大道9289号京基滨河时代广场北区A栋2001企业类型有限责任公司营业期限2025-7-15至无固定期限登 记机关深圳市市场监督管理局 来源：金融界 天眼查App显示，近日，汉诺硅基生命科技（深圳）有限公司成立，法定代表人为汤国兆，注册资本 500万人 ...

Group 1 - Tasting has undergone a series of equity changes and capital increases, possibly as part of its preparation for an IPO [1][2] - The registered capital was increased from 1.03 million to 118 million RMB, a growth of approximately 114 times [4] - All original shareholders exited, transferring their stakes to Tasting (HK) Holdings Limited, which was established in February this year [2][3] Group 2 - Tasting's business model is similar to that of "Mixue Ice City," focusing on franchise fees and revenue sharing, with a reported profit of 200 million RMB in 2022 primarily from these sources [5] - The company plans to expand its store count significantly, with projections of 2,315, 3,769, and 2,338 new stores from 2022 to 2024, totaling 9,600 operational stores across 29 provinces and 310 cities as of June 11 [5][6] - The expansion strategy involves a low-threshold franchise model with high turnover, characterized by small store sizes and a low investment requirement [7]

Inflation Data - The US June CPI increased by 2.7% year-on-year, compared to a previous value of 2.4%[2] - The seasonally adjusted CPI rose by 0.3% month-on-month, up from 0.1% in the previous month[5] - Core CPI increased by 2.9% year-on-year, slightly above the previous value of 2.8%[2] Market Expectations - Market expectations for June CPI were 2.64% year-on-year and 0.25% month-on-month, which were closely met[5] - Core CPI expectations were 2.95% year-on-year and 0.23% month-on-month, also aligning with actual results[2] Contributing Factors - The rise in CPI was primarily driven by increases in transportation services, household furniture, and energy prices[5] - Energy prices saw a month-on-month increase of 1.9%, reflecting volatility due to geopolitical factors[5] Economic Indicators - The US manufacturing PMI slightly rebounded to 49%, indicating a halt in the continuous decline observed earlier this year[6] - The unemployment rate decreased from 4.2% to 4.1%, suggesting a stable labor market despite some weakness in service sector employment[6] Consumer Sentiment - Consumer confidence has improved significantly, with the one-year inflation expectation from the University of Michigan dropping by 1.6 percentage points to 5%[2] - The five-year inflation expectation also decreased to 4%, indicating reduced concerns about inflation among consumers[2] Future Outlook - The report anticipates that the inflationary impact of tariffs will become more pronounced in the coming months as businesses deplete their inventories[7] - Risks related to tariffs and geopolitical tensions remain high, with potential for renewed price increases if trade conditions worsen[7]

中国发展改革报社记者 刘丹阳 商务部国际贸易经济合作研究院研究员周密在会上分析称，中国经济动能在加强，这种加强一定程度上 结合了产业结构升级、数字经济发展所带来的新空间、新能源、新产业，从而创造了新机会。"因此， 从需求层面讲，中国在全球有非常好的基础，这也是外贸能够发挥优势重要的原因。"周密说，中国出 口增长不仅是基于价格优势，而是其与供给稳定性和供给韧性相结合的结果，"从供给和需求角度来 说，中国有潜力也有能力继续保持外贸稳定增长。对各方来说，与中国建立更加有效和稳定的经贸联 系，可以进一步降低供应链的风险。" 赵锡军：上半年资金成本持续下降，有力支持实体经济发展 中国人民大学中国资本市场研究院联席院长赵锡军在会上表示，今年上半年，资金成本持续下降，有力 支持了实体经济发展。银行间人民币市场同业拆借加权平均利率从今年1月份的1.86%下行至6月份的 1.46%；央行的另一项工具质押式回购加权平均利率，从年初1月份的2.16%下行到6月份的1.5%。这些 利率的下行从降低资金成本层面支持了实体经济运行，支撑了整个经济回稳向好。 同时，资金支持结构也在不断改善。赵锡军提到，从信贷结构来看，普惠金融、绿色金融、 ...