港股物流股盘初拉升，其中，中通快递涨超8%，京东物流涨近3%，海丰国际涨近2%，嘉里物流涨超 1%。 消息上，交通运输部7月31日召开2025年半年工作会，分析上半年交通运输形势，部署下半年重点工 作。会议强调，要加快推动国家综合立体交通网建设，加快推进重大项目建设，用好用足各类资金支持 政策，服务国家重大战略实施，谋划一批重大项目。要统筹谋划"十五五"交通运输发展，高质量编 制"十五五"规划，深入研究重大问题，大力推进交通强国建设试点。 有分析指，近期物流行业迎来多项政策利好和市场机遇，主要集中在新能源物流车推广、智慧交通建 设、跨境物流调整、老旧车辆淘汰补贴等方面。(格隆汇) | 代码 | 名称 | 最新价 涨跌幅 ▽ | | --- | --- | --- | | 02057 | 中通快递-W | 164.500 8.29% | | 02618 | 京东物流 | 14.020 2.64% | | 01308 | 海丰国际 | 25.900 1.77% | | 00636 | 嘉里物流 | 8.340 1.09% | ...

部分港股物流股走强 中通快递涨近7% 智通财经8月1日电，截至发稿，中通快递-W(02057.HK)涨6.71%、京东物流(02618.HK)涨2.05%、嘉里 物流(00636.HK)涨1.58%。 ...

格隆汇7月31日丨京东物流(02618.HK)发布公告，公司将于2025年8月14日举行董事会会议，以（其中包 括）批准公司、其子公司及关联并表实体截至2025年6月30日止三个月及六个月的未经审计中期业绩。 ...

董事會會議日期 京东物流股份有限公司（「本公司」）董事（「董事」）會（「董事會」）謹此宣佈，本公司將於 2025年8月14日（星期四）舉行董事會會議，以（其中包括）批准本公司、其子公司及關聯 併表實體（統稱「本集團」）截至2025年6月30日止三個月及六個月之未經審計中期業績。 本公司管理層將於2025年8月14日（星期四）下午六時正（北京╱香港時間）舉行電話會議， 以討論本集團截至2025年6月30日止三個月及六個月之未經審計中期業績。 有意參加電話會議的參與者請在電話會議計劃開始時間前至少10分鐘進行撥入，並按照 提示輸入參會者密碼以進入電話會議。 香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其準確性或完整性亦不發表 任何聲明，並明確表示概不就因本公告全部或任何部分內容而產生或因依賴該等內容而引致的任何損失承擔任何 責任。 JD Logistics, Inc. 京東物流股份有限公司 （於開曼群島註冊成立的有限公司） （股份代號：2618） 撥入號碼： 中國大陸 400 810 8228（普通話）╱ 400 810 8128（英文） 中國香港 +852 3005 1355（普通 ...

7月26日，京东物流凭借其"北京大兴机场亚一智狼服装仓项目"，在第五届中国新电商大会上入选2024- 2025年度中国新电商发展创新案例。该奖项是本届大会物流行业仅有的获奖案例。这不仅是对京东物流 在智能供应链仓储领域突破性成就的高度认可，更彰显了其以科技创新驱动新电商经济发展的强大实 力。 截至2024年底，京东物流累计获得授权专利和软件许可超5000项。凭借这些专有技术，京东物流已经构 建了一套全面的智能物流系统，京东物流表示，未来将继续深化科技创新，强化一体化供应链服务能 力，并将像"货到人系统"这样经过验证的先进解决方案推广至更广泛的市场，积极服务于国家新电商发 展和现代物流体系建设。 该系统创造性地融合了"智狼搬运机器人"和"智狼飞梯机器人"，通过悬挂式飞梯机器人设计，将巷道间 距极限压缩至900毫米，配合钩取式取货机构缩小料箱间距，高效利用12米净空。经过京东内部仓两种 模式实际运营对比，作业坪效是传统自动化仓储（CTU）的2.5倍；在搬箱效率方面，单台智狼飞梯机 器人每小时可完成120箱的取放作业，搬箱能力是传统CTU的1.8倍，仓库出库拣选效率提升300%。同 时，系统展现出卓越的柔性：搬运机 ...

Group 1 - The company is providing various support measures for the children of frontline employees participating in this year's college entrance examination, including congratulatory bonuses, paid study leave, free campus delivery, and priority recruitment after graduation [1] - For children of frontline employees who achieve the highest scores or are admitted to prestigious universities (985, 211, Double First Class), the company will award congratulatory bonuses and grant three days of paid leave to the families [1] - The company will offer internship and campus recruitment opportunities for the university children of all frontline employees, with priority given to those who meet job requirements under equal conditions [1]

京东：京东物流给所有一线员工的大学子女提供实习和校招机会 金十数据7月31日讯，京东微信公众号发文表示，针对今年参加高考的，全职骑手及京东物流快递员、 运输司机、分拣员、打包员与客服人员等一线岗位员工的子女，提供高考贺喜金、带薪送学假、免费校 园寄及毕业后京东优先录取等关怀举措。今年参加高考的一线员工子女中，考取最高分以及考取985、 211、双一流等高校的员工子女，京东物流将给予高考贺喜奖金，同时给以上员工家庭发放3天带薪假。 未来就业时，京东物流给所有一线员工的大学子女提供实习和校招机会，符合岗位要求的，在同等条件 下优先录用。 （京东黑板报） ...

聚光灯下的奖项，源于对行业痛点的深刻洞察和硬核科技的创新应用。服装仓储行业长期受困于海量SKU、库存深度浅、订单波动剧烈等难题，京东物流华 北区服装仓6号库就曾面临效率低、成本高的困境。为破此局，京东物流自主研发了革命性的"智狼货到人系统"。 智通财经APP获悉，7月26日，京东物流凭(02618)借其"北京大兴机场亚一智狼服装仓项目"，在第五届中国新电商大会上入选2024-2025年度中国新电商发展 创新案例。该奖项是本届大会物流行业唯一获奖案例。这不仅是对京东物流在智能供应链仓储领域突破性成就的高度认可，更彰显了其以科技创新驱动新电 商经济发展的强大实力。 第五届中国新电商大会由中国网络社会组织联合会主办，中国国际电子商务中心、吉林省委宣传部、吉林省委网信办、吉林省商务厅、延边朝鲜族自治州人 民政府承办，中国国际商会特别支持。来自政府部门、社会组织、互联网企业、研究机构和新闻媒体等600余位嘉宾参会。 该系统创造性地融合了"智狼搬运机器人"和"智狼飞梯机器人"，通过悬挂式飞梯机器人设计，将巷道间距极限压缩至900毫米，配合钩取式取货机构缩小料 箱间距，高效利用12米净空。经过京东内部仓两种模式实际运营对比 ...

Core Viewpoint - The collaboration between express logistics companies and public transport groups is exploring new urban logistics delivery models, particularly the "bus + logistics" unmanned delivery integration model in cities like Shenzhen [1][2]. Group 1: Collaboration Initiatives - Shenzhen has initiated a "bus + logistics" unmanned delivery model, with local bus companies partnering with express firms to utilize bus stations and resources for urban automated delivery [1]. - Zhengzhou Public Transport Group and SF Express signed a strategic cooperation agreement to explore a "bus + logistics + ecology" integration model [2]. - JD Logistics and Chengdu Public Transport Group have also entered into a cooperation framework agreement to enhance logistics services [2]. Group 2: Operational Enhancements - The collaboration aims to transform bus stations into multifunctional logistics hubs, integrating bus transport with express delivery services [2]. - SF Express plans to utilize excess capacity of buses during off-peak hours for urgent local deliveries, while also investing in automated sorting and smart warehouse management systems [2]. Group 3: Technological Integration - Public transport companies are developing smart management systems and apps to track express deliveries in real-time, enhancing efficiency and service quality [3]. - The integration of data sharing between bus groups and express companies allows for real-time monitoring and intelligent scheduling of deliveries [3]. Group 4: Industry Outlook - The "bus + logistics" model is expected to play a significant role in promoting urban-rural logistics integration, reducing delivery costs, and improving service efficiency [3]. - The transportation sector is facing challenges due to declining public transport attractiveness, necessitating innovative solutions to improve operational conditions [3]. - Experts believe that the potential for large-scale promotion of the "bus + logistics" model is significant, although it requires balancing safety, costs, and profit distribution [4].

Group 1 - The core viewpoint of the news is that the increase in the minimum express delivery price in Yiwu is expected to alleviate price pressure in the third quarter, but it does not address the fundamental issues of overcapacity and service homogenization in the industry [1][3] - The average delivery price in Yiwu has been raised by 0.1 RMB to 1.2 RMB, effective from July 18 [1] - Bank of America believes that if there is no industry consolidation, any increase in average prices will not be sustainable [1][3] Group 2 - Bank of America has raised the expected earnings per share for YTO Express, Shentong, and Jitu by 6-7% for the years 2025-2027 [2] - Target prices for these companies have been increased by 18-32% based on the mixed expectations for 2025/2026 [2] - The company maintains a neutral rating on Zhongtong due to slow market share growth but reasonable valuation [2] Group 3 - The structural negative impact on average price and market share control is highlighted, indicating that the price war is unlikely to stop as long as overcapacity exists [3] - Merchants can circumvent the price control by sending packages to nearby areas without such controls [3] - Bank of America suggests that the focus should be on improving the welfare of couriers rather than merely adjusting price controls [3]