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2026年11月6日，作为2026进博会上海会议活动的重要组成部分，由上海社会科学院应用经济研究所主办的“智能化变革下的产业国际竞争力——《2025—2026上海重点产业国际竞争力指数报告》发布会暨学术研讨会”在上海虹桥绿地铂瑞酒店圆满举行。
本次研讨会汇聚了政府、业界、高校及科研院所的多位重磅专家，共同探讨在智能化浪潮下，上海重点产业国际竞争力进一步提升的方向。在圆桌会议环节，泓明供应链集团董事长沈翊作为企业界代表，结合企业三十余年的深耕经验以及自身在数字科学与人工智能领域的深造经历，带来了一场关于“信任、合规与确定性”的深度分享。
作为深耕行业三十多年的供应链服务企业，泓明见证了国内集成电路产业的蓬勃发展。面对最新发布的“产业竞争力指数”，沈翊带来了一线视角的分享：学者看的是指数，但客户最认的那样东西，往往最难量化，那就是“信任”。
全球最昂贵的半导体设备和最精密的零部件，客户是否肯把身家性命放在你的仓库、账册和报关单上？这背后，取决于三件事：出问题了救不救得回来？监管查过来时说不说得清？交付承诺敢不敢签在合同里？
这三件事共同构成了一个能力——合规能力。这三十多年来只做了一件事，就是把全国集成电路产业的资金流、信息流、物流和人进行“数智化”升级。在半导体行业，面对数以万计的复杂物料，参数相近但监管条件迥异，行业真正的痛点往往在于判断难、解释难、担责难。单纯的录入提速只是把纸变成了屏幕，真正的智能化必须解决这些核心难题。保护中国制造供应链的安全与稳定
为此，泓明用了整整七年时间，扎扎实实做了三件事：一是将三十年积累的经验转化为机器能读懂的语言。 团队将海量核心物料的语义进行标注，把资深专家脑子里的判断编成机器可调用的结构。二是让机器的结论可追溯、可担责。 机器负责效率，人负责责任，高风险的关务判断强制留给人来做。三是把能力变成合同里的承诺。 泓明向国际市场交付了可验证的确定性，有效帮助客户大幅缩短了进口周期，并显著降低了通关成本。
当前，上海三大先导产业的制造业产值正保持高速增长。在沈翊看来，产业优势要变成长久的国际竞争优势，中间还隔着一层“规则的解释能力”。过去，大家在分析产业竞争力时常常遇到一个“Bug”：描述同一件东西，不同口岸、不同协会的标准术语是不一样的，导致底层数据难以测量。
面对这一课题，泓明的思考是：一方面，把合规智能化当成城市的基础设施来建。 今天很多企业都在重复解决同一批问题，同一颗物料在不同系统里身份各异。如果上海能率先建起一套统一的语义底座，中小企业就不必各自摸索，这就像修路，企业不该自己修路。
另一方面，把标准当成竞争力的上游。 产品会被追上，但标准不会。对于想要走向全球的中国企业而言，仅仅符合国内的监管远远不够，还需要懂“世界语言”，符合国际通行的出口管制、医疗器械等各项合规标准。谁先定义了这套语义标准，后来者就得按你的规则做。上海拥有产业密度、监管创新空间和长三角腹地，完全有条件先跑通这件事。
时至今日，泓明已在全国核心城市设立了数十个保税分拨中心，并成为全球众多顶尖半导体制造企业及上游设备巨头的重要合作伙伴。全球排名前列的多家外资半导体设备供应商均选择与泓明携手。
打动这些国际巨头并达成深度合作的理由，不仅是泓明扎实的专业与技术，更是在复杂多变的国际贸易环境下，泓明通过智能化手段将“不确定”转化为“确定”的能力。
泓明研发的玄水AI原生供应链服务企业架构V1.0
面对当前频发的国际贸易摩擦与不断拉长的管控物资清单，各项法规几乎月月都在变化，单靠人工已经无法掌控。泓明第一时间通过专业团队和AI智能体分析，给出前瞻性预测，并联合行业协会召开政策预判会，帮助企业提前规避风险，顺利完成既定进出口任务。这种精准判断，源于泓明多年来对宏观政策演变的持续记录与沉淀。
同样，面对海关系统突发性的税则变更，泓明总能做到小时级响应，在极短时间内给出解决方案、通知所有产业客户，并高效完成海量产品的税则切换。
面对当今世界的不确定性，泓明始终坚持用智能化技术去锚定确定性，将每一次“危”转为“机”，创造中国独有的竞争力。在进博会这一国家级开放平台上，以泓明为代表的中国民营企业，正凭借扎实的数字化转型与对合规底线的坚守，在全球产业链中赢得尊重与话语权。
On November 6, 2026, as a key component of the 2026 CIIE Shanghai Events and Conferences, the "Industrial International Competitiveness under Intelligent Transformation — Release and Academic Seminar of the 2025-2026 Shanghai Key Industries International Competitiveness Index Report" was successfully held at the Primus Hotel Shanghai Hongqiao.
During the roundtable session, Sysy Shen, Chairman of HMG, as a representative of the business community, shared his insights on "Trust, Compliance, and Certainty," drawing on the company's over three decades of deep industry experience.
Frontline Perspective: The Hardest Thing to Quantify Behind the Index is "Trust"
As a supply chain service enterprise with over 30 years of industry presence, HMG has witnessed the booming development of China's integrated circuit (IC) industry. Regarding the newly released "Industrial Competitiveness Index," Sysy offered a frontline perspective: scholars look at the index, but what clients value most is often the hardest to quantify—"trust."
To this end, HMG has spent seven years solidly focusing on three tasks: First, translating 30 years of accumulated experience into a language machines can understand. Second, making machine conclusions traceable and accountable. Third, turning capability into contractual commitments.
The Path to Breakthrough: Treating Standards as the Upstream of Competitiveness
Currently, the manufacturing output of Shanghai's three leading industries is maintaining rapid growth. In Sysy's view, for industrial advantages to become lasting international competitive advantages, there is still a layer of "ability to interpret rules" in between.
Addressing this challenge, HMG's philosophy is: On one hand, build intelligent compliance as urban infrastructure. Today, many enterprises are repeatedly solving the same problems—the same material has different identities in different systems.
On the other hand, treat standards as the upstream of competitiveness. Products can be caught up with, but standards cannot. Whoever defines this semantic standard first will have latecomers playing by their rules.
Embracing Change: Using Intelligent Transformation to Turn "Uncertainty" into "Certainty"
To date, HMG has established dozens of bonded distribution centers in core cities across China and has become a vital partner for many of the world's top semiconductor manufacturing enterprises and upstream equipment giants.
What attracts these international giants and leads to in-depth cooperation is not only HMG's solid expertise and technology but also its ability to transform "uncertainty" into "certainty" through intelligent means in a complex and volatile international trade environment.
When facing sudden changes in the external environment, such as international trade frictions, HMG is quick to provide forward-looking predictions through the analysis of its professional team and AI agents.Similarly, when faced with sudden tariff changes in the customs system, HMG always achieves an hour-level response—providing solutions, notifying all industry clients in the shortest possible time, and efficiently completing the tariff code switching for massive product volumes.
In the face of today's global uncertainties, HMG consistently uses intelligent technology to anchor certainty, turning every "crisis" into an "opportunity" and creating competitiveness unique to China. On the national opening-up platform of the CIIE, Chinese private enterprises represented by HMG are earning respect and a voice in the global industrial chain through solid digital transformation and a steadfast commitment to compliance.
编辑 | 泓明数字营销部
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