B[Ministry of Commerce: Mutual benefit and win-win results in China and ASEAN's production and supply chains will be promoted from three aspects] On September 1, Wang Liping, Director of the Asia Department of the Ministry of Commerce, said that in the next step, mutual benefit and win-win results in the production and supply chains of both parties will be promoted from three aspects. In terms of strengthening cooperation in emerging fields, we support the deepening of mutual investment in the digital economy, green development, blue economy and other fields, and rely on carriers such as "two countries, two parks" and cross-border industrial parks to promote efficient linkage in R&D innovation, production and manufacturing, scenario application and other links, and create an emerging industry ecosystem with complementary advantages and deep inter-embeddedness. In terms of strengthening regional connectivity, we should vigorously develop multimodal transport models such as "rail-sea" and "river-rail-sea" to continuously improve the efficiency of port operations, break up cross-border circulation chokepoints, effectively improve the efficiency of resource allocation, and promote the free flow of key products and services between China and ASEAN. Continue to promote mutual recognition cooperation in standards and conformity assessment, reduce compliance costs for enterprises, improve trade facilitation, and provide a stable and predictable market environment for enterprises to carry out cross-border cooperation. In terms of strengthening digital intelligence empowerment, digital intelligence upgrading is the only way to promote the modernization of the China-ASEAN regional production and supply chain. Enterprises on both sides are encouraged to actively use modern digital technologies such as artificial intelligence, big data, and the Internet of Things to promote information interconnection in all aspects of production, logistics, and trade, stimulate the vitality of data elements, and create a more resilient industrial and supply chain. B[CITIC Securities: Logistics Network focuses on policy implementation dividends in the short term Multimodal transport and hub supporting construction have high certainty] September 1st, CITIC Securities research report stated that on August 28, 2026, the National Development and Reform Commission and the Ministry of Transport issued the "Logistics Network Construction Implementation Plan", with cost reduction and efficiency improvement as the primary policy goal, and clearly promoted the ratio of total social logistics costs to gross domestic product (GDP) during the "15th Five-Year Plan" period to 13.1%, 0.8 percentage points lower than at the end of the "14th Five-Year Plan". During the "15th Five-Year Plan" period, the construction of the logistics network has entered a structural stage. It is expected that the rising difficulty of cost reduction will drive the continued expansion of infrastructure investment. CITIC Securities estimates that the cumulative infrastructure investment in the logistics network will reach 3.6 trillion yuan to 4.3 trillion yuan. Looking forward to the future, the short-term focus is on the dividends of policy implementation, and the construction of multimodal transport and hub supporting facilities has high certainty; in the long-term, opportunities are not limited to short-term project benefits from traditional infrastructure, but rely on derived values such as logistics operations, supply chain services, digital supporting facilities, and industrial empowerment after the network is formed.
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