21世纪经济报道记者杨娜娜 上海报道 8月16日，由南方财经全媒体集团指导，21世纪经济报道联合东方证券主办、上海环境能源交易所战略 支持的第三届21世纪"活力·ESG"创新论坛在上海隆重举办。 在全球商业逻辑被ESG重塑、企业长期价值与韧性以此衡量的当下，2025年作为中国"十四五"收官 与"十五五"蓝图绘就的关键交汇点，更是经济高质量发展与绿色转型攻坚之年。随着科学风险量化方法 日益成熟，关注全球ESG治理格局的深刻变革变得尤为重要。 值此背景，国际可持续准则理事会（ISSB）主席特别顾问、国际财务报告准则基金会北京办公室主任 张政伟，在本次论坛中发表了题为《ESG全球大势与中国机遇：怎么看与怎么办》的精彩主旨演讲。作 为制定全球ESG披露基准的核心机构，ISSB发布的IFRS S1、S2准则正重塑全球资本市场估值体系。 演讲伊始，张政伟便点明全球ESG面临的复杂处境。他提及，国际上ESG正遭遇某种"妖魔化"，部分企 业刻意回避相关表述，"不是不谈碳，就怕上法院"的紧张氛围弥漫，更有甚者试图以行政手段推翻温室 气体有害的科学认定（注：2025年7月，特朗普政府被曝计划推翻2009年确立的温室气体有害认定） ...

Core Insights - The article highlights the trends in China's supply chain going global, characterized by globalization, high-end development, intelligence, and localization, which are transforming product exports into a comprehensive industrial ecosystem abroad [2] - The report titled "Top Ten Trends of China's Supply Chain Going Global by 2025" aims to explore new market opportunities and business growth dynamics in the global industrial landscape [2] Group 1: Background of China's Supply Chain Going Global - China's supply chain has undergone several phases, from integration into the global trade system (2001-2008) to cost-driven migration (2009-2014), and from supply-side reforms to capacity overflow (2015-2018), culminating in trade protection and supply chain decentralization (2019-2023) [6] - The current phase (2024 onwards) is characterized by a shift from passive industrial transfer to a technology-ecosystem-led paradigm, with a focus on establishing a resilient global supply network [6] Group 2: Driving Factors of China's Supply Chain Going Global - The trade barriers have evolved from simple tariffs to a combination of rules, including localization rates and green standards, prompting companies to diversify their supply chains globally [8] - The global e-commerce market continues to grow, particularly in emerging markets like Southeast Asia, the Middle East, and Latin America, driving the momentum for China's supply chain to expand internationally [14] Group 3: Trends in China's Supply Chain Going Global - Chinese brands are focusing on high-end development, creating a new ecosystem for supply chain value upgrades through high-value products and technological advancements [20] - The transition from product export to industrial export is facilitated by leading enterprises driving upstream and downstream collaboration, forming regional supply chain centers [22] - Companies are adopting a dual-track approach of globalization and localization, integrating local production and regional supply chains to build complete industrial ecosystems in target markets [22][25] Group 4: Technology and Logistics Transformation - The supply chain is experiencing a systematic upgrade from "capacity output" to "ecosystem empowerment," reducing barriers for SMEs to participate in global trade and enhancing China's dominant position in the global supply chain [29] - Cross-border logistics and warehousing are evolving with automation and operational model changes, driven by the growth of cross-border e-commerce [33][35] - The share of third-party cross-border logistics is increasing, with overseas warehouses expected to become the mainstream model due to their cost-effectiveness and efficiency [35][39] Group 5: Local Market Demand and Procurement - Local market regulations, international trade barriers, and cost considerations are accelerating the localization of supply chains, with companies establishing local warehousing systems to enhance supply chain responsiveness [41][44]