Group 1 - Zhejiang Wangsu Technology Co., Ltd. officially listed on the NASDAQ Capital Market under the ticker "NPT" on October 22, raising $10 million by issuing 1,900,000 shares at a price of $5 each [1] - The company focuses on B2B supply chain management solutions in the plastic and chemical industries, primarily serving small and medium-sized enterprises in China [1] - As of December 31, 2024, the platform has registered approximately 2,553 suppliers and 4,704 customers, with related revenue of $509.6 million in the first half of 2024 [1] Group 2 - Wangsu Technology's self-developed technology platform integrates supplier and customer information, price trends, and market demand to provide precise product recommendations and procurement solutions [1] - The company is deeply rooted in the East China market, offering a one-stop service for procurement, transportation, and payment, covering basic chemicals and plastic pellets [1]

Core Insights - Thailand's exports reached $27.7 billion in August, marking a 5.8% increase and continuing a growth streak for 14 consecutive months [1] - For the first eight months of the year, exports grew by 13.3%, excluding oil, gold, and military equipment [1] - The growth rate has slowed due to the implementation of reciprocal tariffs by the United States, leading to a decrease in imports by most importers [1] Export Performance - Agricultural and processed agricultural products saw a decline of 11%, while industrial products increased by 11% [1] - Exports to the United States grew by 13%, continuing a 23-month growth trend, primarily driven by computers and related equipment, telecommunications devices, and electrical transformers [1] - Exports to China increased by 6%, with growth mainly in computers, circuit boards, and copper products, while fruits, chemicals, and plastic pellets experienced declines [1] Future Outlook - The overall export growth is expected to continue for the year, despite concerns about tariffs easing as the U.S. has reached lower reciprocal tariff rates with several countries [1] - Thailand's tariff levels are comparable to those of other countries in the region, but previous preventive imports and current weak demand are anticipated to slow export growth [1] - Ongoing border trade barriers, accelerated rice exports from India, a slowing U.S. economy, and rapid appreciation of the Thai baht are expected to exert pressure on Thailand's exports this year [1] - The Thai Ministry of Commerce plans to expedite trade agreement negotiations and explore new export markets to ensure continued export growth [1]

Core Viewpoint - One and One Green Technologies has successfully launched its IPO on the US stock market, showing a strong initial performance with a 14% increase in stock price [1] Company Overview - One and One Green Technologies specializes in waste and scrap metal recycling, primarily operating in the Philippines [1] - The company processes various raw materials into final products such as copper alloy ingots, aluminum scrap, and plastic pellets [1] Market Performance - The IPO price was set at $5, and the stock is currently trading at $5.7 [1]

Core Viewpoint - One and One Green Technologies has successfully launched its IPO on the US stock market, showing a strong initial performance with a 14% increase in stock price [1] Company Overview - One and One Green Technologies is a waste and scrap metal recycling company primarily operating in the Philippines [1] - The company processes various raw materials and transforms them into final products such as copper alloy ingots, aluminum scrap, and plastic pellets [1] Market Performance - The stock price of One and One Green Technologies reached $5.7, up from the IPO price of $5 [1]

Core Insights - The global trade industry is facing multiple shocks due to ongoing changes in international trade policies, including increased tariffs from the U.S. and shifts in trade dynamics with various regions [2][3][4] Group 1: Port Responses - Guangzhou Port, with over 80% of its container routes linked to Belt and Road Initiative countries, is maintaining a calm and orderly atmosphere despite the challenges, with a reported container throughput of 8.85 million TEUs from January to April, a year-on-year increase of 8% [3][4] - Ningbo-Zhoushan Port is experiencing a more vibrant activity level, with truck drivers reporting a recovery in transport volume since May, moving from 15-16 trips a month in April to 5-6 trips a week [5][6] - The container throughput at Ningbo-Zhoushan Port reached 13.57 million TEUs in the first four months, reflecting a 9.9% year-on-year growth, with emerging markets showing over 20% growth [3][9] Group 2: Market Dynamics - The trade landscape is shifting, with a notable increase in exports to Southeast Asia and Central Asia, while exports to the U.S. are expected to recover due to recent tariff adjustments [9][10] - The logistics sector is adapting to increased uncertainty in international trade, with companies diversifying their service offerings and seeking alternative supply sources to mitigate risks [14][15] - The automotive export market is seeing significant growth, particularly in electric vehicles, with a reported 130% year-on-year increase in exports, while imports from the U.S. have sharply declined [12][14]