当前，百年变局加速演进，逆全球化寒流涌动，全球贸易秩序正面临深度重塑。供应链一头连着上游大宗商品，一头连着 下游生产制造企业，其安全与韧性至关重要。 近年来，厦门着力打造新发展格局节点城市，成为全球供应链创新中心，拥有2.3万多家供应链企业，年营业额超4万亿元， 跻身世界500强企业的厦门建发集团有限公司、国贸控股集团有限公司、象屿集团有限公司是全国乃至全球供应链领军企业。9 月8日至11日，第二十五届中国国际投资贸易洽谈会将于厦门召开，这是我国唯一以投资为主题的国家级重大展会，围绕供应链 创新、韧性与安全等备受关注的重要议题，新华社记者对话厦门三大供应链企业负责人。本期对话厦门建发股份有限公司总经 理程东方。 问：当前外部形势发生哪些新的变化，带来哪些挑战？ 答：去年以来，全球经贸格局受多重复杂因素交织影响，正经历深刻调整，中国内外贸发展面临的外部环境不确定性显著增 加。从国际市场看，全球贸易秩序重塑压力加大，贸易保护、单边主义盛行，中美贸易摩擦升级、关税壁垒强化及制裁合规风 险成为企业国际化核心挑战。美国推行"对等关税"政策，持续对华采取贸易限制措施，美国、欧盟、巴西、韩国、印度等多个 国家对华产品发起反 ...

Core Viewpoint - The report highlights a significant decline in the company's financial performance for the first half of 2025, with a notable drop in revenue and net profit compared to the same period in the previous year. The company aims to adapt to market changes and enhance its operational efficiency across various business segments [1][2]. Company Overview and Financial Indicators - Company Name: 瑞茂通供应链管理股份有限公司 (CCS Supply Chain Management Co., Ltd.) [2] - Total Revenue for H1 2025: 9.46 billion RMB, a decrease of 34.16% from 14.37 billion RMB in H1 2024 [2][3]. - Total Profit: 78.04 million RMB, down 62.56% from 208.41 million RMB in the previous year [2][3]. - Net Profit attributable to shareholders: 56.94 million RMB, a decline of 64.70% from 161.29 million RMB [2][3]. - Basic Earnings per Share: 0.0528 RMB, down 64.71% from 0.1496 RMB [2][3]. - Total Assets: 29.23 billion RMB, a decrease of 6.40% from 31.22 billion RMB at the end of the previous year [2][3]. Industry and Main Business Analysis - The company operates in the bulk commodity supply chain industry, which is characterized by high value, long transportation distances, high circulation costs, and significant price volatility. The industry has a high entry barrier and offers substantial growth potential due to its large market capacity [3][4]. - The coal supply chain business is the core segment, leveraging established channel advantages and operational risk control to cover major domestic production and consumption areas while expanding internationally [4][5]. - The oil and petrochemical supply chain business employs a model combining spot trading and financial derivatives to hedge against price fluctuations, providing stable trading services to clients [4][5]. - The agricultural products segment focuses on soybean processing, utilizing a multi-modal transport strategy to enhance operational efficiency and profitability [4][5]. Operational Performance and Strategic Initiatives - The company achieved coal shipments of 15.06 million tons, generating revenue of 7.37 billion RMB from coal operations [6][7]. - The oil and petrochemical segment reported revenue of 1.00 billion RMB, while the agricultural products segment generated 1.03 billion RMB [6][7]. - The company is enhancing its platform services and data value extraction, with over 29,256 registered users on its 易煤资讯 APP, indicating a growing engagement with its digital offerings [7][8]. - The company continues to optimize its operational management and cost control measures, resulting in reduced management expenses despite increased financial costs due to higher interest expenses on bonds and short-term loans [6][7]. Competitive Advantages - The company has developed a global supply chain network for bulk commodities, covering key production and consumption areas domestically and internationally [8][9]. - A collaborative and efficient shipping logistics network has been established to reduce transportation costs and enhance service offerings [8][9]. - The company is building a comprehensive industrial internet ecosystem, integrating traditional offline processes with standardized online transactions to improve service efficiency [8][9].

图为项目施工现场。新华网发（盘锦市委宣传部供图） 据了解，东北新发地农产品供应链中心二期项目位于盘锦市兴隆台区，总投资11亿元，规划总建筑面积25万平方米，于2024年3月奠基，同年12月正式 开工建设。项目核心定位为建设大型现代化果品交易中心，并配套精深加工、5G电商孵化及智慧管理中心，旨在打造区域农产品流通与产业升级的新引 擎。 新华网沈阳7月2日电 作为助力辽宁省"一圈一带两区"发展目标落地的重点项目——东北新发地农产品供应链中心二期项目自启动以来建设进展迅速。 2025上半年已提前并超额完成全年投资计划，关键工程进度也达到预期节点，投资额与建设任务双双实现"时间过半、任务过半"的"双过半"目标，为项目如 期竣工投运奠定了坚实基础。 图为项目施工现场。新华网发（盘锦市委宣传部供图） 目前，项目基础性工程——378亩场地平整及地下管网工程已全部完工。核心建设任务——5.3万平方米农产品初级加工中心正在进行主体混凝土浇筑与 钢结构安装施工，工程形象进度符合预期目标。 图为项目施工现场。新华网发（盘锦市委宣传部供图） 根据年度计划，该项目2025年计划完成投资3.5亿元，核心任务是建成5.3万平方米的农产品初 ...

Group 1 - The core viewpoint of the news is the release of the "Special Action Plan for Accelerating the Development of Intelligent Supply Chains" by eight government departments, aiming to enhance supply chain efficiency and reduce logistics costs across key sectors such as agriculture, manufacturing, wholesale, and retail [1][2] - The Action Plan supports the development of agricultural product supply chain service providers and the establishment of intelligent commodity markets [1] - It emphasizes the collaboration in creating smart factories and intelligent supply chains, and the implementation of AI-driven initiatives for new industrialization [1] Group 2 - The plan aims to enhance the integration capabilities of the wholesale supply chain and encourages retail enterprises to adopt intelligent technologies for better information integration across channels [1] - It promotes the use of smart facilities such as automated warehouses, guided vehicles, and unmanned delivery vehicles, supporting integrated development of trade, ports, and shipping [1] - By 2030, the plan targets the establishment of a replicable and promotable intelligent supply chain model, with a focus on creating a resilient supply chain system in key industries and nurturing around 100 leading intelligent supply chain enterprises nationwide [1]