Company Insights - Panjing Investment recently conducted research on Zhongxin Co., indicating that the first phase of its factory in Thailand has been completed and is operating at full capacity with stable product quality and good cost control [1] - The company addressed the potential impact of the proposed 36% tariff on Thai products by the U.S., stating that the policy is not finalized, but even if implemented, the Thai factory would still hold advantages [1] - Zhongxin Co. has not disclosed specific data for Q2 performance but suggests monitoring the semi-annual report for updates [1] - The company plans to enhance profitability through technological innovation, process optimization, and product diversification, with a focus on expanding both international and domestic markets over the next three years [1] - The competitive advantage of Zhongxin Co. lies primarily in production and R&D, with a promising industry outlook driven by global trends towards "plastic reduction" and "dual carbon strategies," which are expected to create a trillion-level market for biodegradable green packaging [1] Industry Outlook - The global push for "plastic reduction" and "dual carbon strategies" is anticipated to significantly expand the market for biodegradable green packaging, potentially reaching a trillion-level market size [1]

Group 1 - The global green economy is thriving, with private enterprises emerging as core players in the green transformation due to their market insight, operational flexibility, and innovation capabilities [1][3] - The third Shanghai International Carbon Neutrality Expo has established a "Green New Forces" section to showcase the achievements of private enterprises in green technology and low-carbon products, facilitating resource integration and market expansion [3][4] - The expo has evolved to focus on specialized and innovative small and medium-sized enterprises, highlighting their role in driving green transformation through new production capabilities [4][5] Group 2 - Various sectors are represented at the expo, including green packaging, marine engineering equipment, and energy efficiency, with companies presenting sustainable solutions and intelligent factory achievements [5][6] - The expo illustrates the clear picture of industrial green transformation driven by the creativity of private enterprises, which are aligning with national carbon neutrality strategies [6]