Core Insights - The third China International Supply Chain Promotion Expo (Chain Expo) opened on July 16, 2025, in Beijing, marking the first national-level exhibition focused on supply chains globally [2] - The theme of this year's expo is "Linking the World, Creating the Future," attracting over 500 enterprises from 55 countries and regions [2] - The expo features six major areas including advanced manufacturing, smart vehicles, green agriculture, clean energy, digital technology, health living, and supply chain services, showcasing China's commitment to maintaining global supply chain stability [3][4] Group 1: China's Role in Global Supply Chains - China has transitioned from being the "world's factory" to a "global supply chain hub," deeply integrating into the global industrial division of labor [3] - In 2024, China's manufacturing value added is projected to exceed 40.5 trillion yuan, accounting for 30% of the global total, maintaining its position as the world's largest manufacturer for 15 consecutive years [3] - The participation of international giants like Apple, McDonald's, and Nvidia at the expo highlights China's significant role in the global supply chain [3] Group 2: Policy and Infrastructure Support - China is reducing foreign investment restrictions and has opened up its manufacturing sector, providing broader opportunities for global enterprises [4] - The China-Europe Railway Express has operated over 87,000 trains, reaching 217 cities in 25 European countries, enhancing connectivity between Asia and Europe [4] - China is actively involved in setting international rules in emerging fields such as digital economy and green low-carbon initiatives, promoting a fair global economic governance system [4] Group 3: Resilience and Diversity of Supply Chains - The expo showcases a diverse ecosystem of participants, including international giants and specialized small and medium enterprises, reflecting the resilience of China's supply chain [5] - China possesses a complete industrial system with 41 major industrial categories, making it the only country with all industrial categories recognized by the United Nations [5] - The digital technology area at the expo illustrates the full industrial chain from chip design to end application, demonstrating China's robust risk resistance and rapid response capabilities [5] Group 4: Open Cooperation and Future Directions - The Chain Expo emphasizes a "chain" mindset, focusing on showcasing and collaborating across the entire industrial chain [6] - The expo promotes an open cooperation model, advocating for reducing barriers and enhancing collaboration rather than isolation [5][6] - In the first half of this year, China's goods trade import and export reached 21.79 trillion yuan, reflecting a year-on-year growth of 2.9%, underscoring the benefits of open cooperation [5]

Core Insights - The Chain Expo is the world's first national-level exhibition focused on supply chains, showcasing a significant international presence with exhibitors from 75 countries and regions, and 35% of exhibitors being from overseas [1][3] - The event emphasizes industry collaboration rather than mere product sales, with a notable increase in U.S. exhibitors, which grew by 15% compared to the previous year, making them the largest group of overseas exhibitors [3][5] - The establishment of a Sino-foreign exhibitor alliance during the expo aims to promote resource sharing and industrial collaboration, creating a "never-ending Chain Expo" [8] Group 1 - The Chain Expo reflects global confidence in China's economic development, with a growing network of international participants [1][3] - Major companies like Apple, PwC, and NVIDIA are showcasing advancements in smart manufacturing, low-altitude economy, and AI technologies, indicating strong international collaboration [3][5] - The Chinese market is highlighted as vital for U.S. companies, with significant opportunities in AI and clean energy sectors, as noted by executives from NVIDIA and U.S. energy firms [5][7] Group 2 - The Chinese government expresses commitment to maintaining a stable global supply chain and fostering an open world economy, emphasizing the importance of resource sharing and technological integration among countries [7][8] - The Chain Expo serves as a platform for enhancing resource sharing and technology alignment among global enterprises, reinforcing China's high-level openness to the world [7][8]

Core Insights - The third China International Supply Chain Promotion Expo opened on July 16, attracting over 650 enterprises and institutions, with more than 65% of exhibitors being Fortune 500 companies and industry leaders [1][3] - The number of American exhibitors increased by 15% compared to the previous year, despite the new tariff policy set to take effect on August 1 [1][6] Group 1: Participation and Engagement - This year's expo saw a significant increase in participation, with a 35% rise in foreign exhibitors, including major multinational companies like Nvidia, Schneider, L'Oreal, and Medtronic making their debut [3][5] - High-level executives, referred to as "first leaders," attended the expo, indicating a shift from previous years where lower-level representatives participated [3] Group 2: Strategic Importance of China - American companies view the Chinese market as large and dynamic, with Nvidia's CEO highlighting the importance of the market for AI applications and the presence of 50% of the world's AI researchers [6][11] - The CEO of Yosemite Energy noted China's leadership in clean energy and the significant opportunities presented by its renewable energy scale [8] Group 3: Business Logic Behind Participation - American multinational companies are optimizing their operations in China to ensure investment safety and efficiency, using the expo as a key channel to access local suppliers and technology solutions [11] - The expo serves as a platform for these companies to build brand recognition, understand local demands, and adapt to the new tariff environment [11] Group 4: Presence of Leading Companies - Notable companies such as Nvidia, which recently became the first company to surpass a market value of $4 trillion, and other prominent firms like Schneider, Lenovo, and Alibaba participated in the expo [13][14] - The expo is seen as a critical venue for global top-tier companies to deepen local cooperation and understand market trends amid increasing supply chain risks [14]

Core Insights - The China International Supply Chain Promotion Expo (Chain Expo) is the world's first national-level exhibition focused on supply chains, organized by the China Council for the Promotion of International Trade, and will be held annually starting from 2023 [2][4] - The expo emphasizes the importance of collaboration among upstream and downstream enterprises in the global supply chain, aiming to foster long-term mutually beneficial partnerships rather than short-term transactions [4][7] - This year's Chain Expo has attracted over 650 companies and institutions from 75 countries and regions, with more than 65% being Fortune 500 and industry-leading companies, and 35% of exhibitors being from overseas [4][5] Supply Chain Definition - The supply chain encompasses the entire process from product development, raw material procurement, component production, transportation, assembly, distribution, to final consumption, highlighting the interconnectedness and efficiency of various organizational forms [3] Expo Features - The Chain Expo will feature six thematic areas including advanced manufacturing, smart vehicles, green agriculture, clean energy, digital technology, health living, and supply chain services, along with multiple themed activities and a dedicated area for new product launches [7] - The event aims to provide a high-level platform for communication and collaboration among global enterprises, enhancing opportunities for cooperation and resource optimization [7][8] Strategic Importance - The Chain Expo serves as a significant international public product, encouraging diverse participation from institutions, enterprises, and experts to promote a collaborative environment [5][8] - It reflects China's commitment to maintaining the stability and security of global industrial and supply chains while fostering innovation and sustainable development [8]