Core Insights - The express delivery industry is transitioning from a high-growth phase to a focus on efficiency and service competition, indicating a need for independent thinking and adaptation to new challenges [1] - The industry is experiencing a slowdown in growth rates, with the overall business volume growth dropping to 5% in November, down from 20% earlier in the year, suggesting a shift towards a more mature and stable growth phase [3] Group 1: Industry Trends - The "anti-involution" campaign initiated by the State Post Bureau aims to address the industry's low-price competition, leading to improved profitability for express companies, although some frontline outlets still face challenges due to rising costs [2] - The double eleven shopping festival saw a total of 139.38 billion packages collected, marking a 9% increase from the previous year, but the growth rate is slowing, indicating a potential shift in consumer behavior and market saturation [3] - The introduction of tax reporting requirements for online platforms starting October 1, 2025, will expose fraudulent activities such as order brushing, pushing the industry towards compliance and authenticity [5] Group 2: Company Developments - YTO Express launched its strategic hub, the Dongfang Tiandi Port, with an investment of 12.2 billion yuan, marking a significant step in its internationalization strategy and aiming to enhance its competitive edge in the logistics sector [6] - Shentong Express completed the acquisition of Daniao Logistics for 362 million yuan, enhancing its operational capabilities and positioning itself in the "quality express" market while Alibaba shifts its focus towards core strategic areas [7] - JD Logistics and SF Express are expanding their international operations, with JD launching a new self-operated B2C brand in Saudi Arabia and SF establishing international air routes, indicating a strong push towards global market penetration [14] Group 3: Technological Advancements - The integration of AI technologies in the express delivery sector is transforming operations, with applications in route optimization and operational efficiency, exemplified by YTO's "smart routing" system [9] - The rise of robotics in the industry is being observed, with advancements in sorting and delivery processes, although challenges remain in achieving efficiency comparable to human workers [15] Group 4: Market Dynamics - The frequent switching of return logistics among various express companies highlights the competitive nature of the market, with companies vying for the more profitable return business as opposed to standard deliveries [10] - The emergence of "sheep shearing" tactics among consumers exploiting platform loopholes poses a challenge for express companies, necessitating stricter regulations to protect the integrity of the logistics chain [12]

京东物流(02618)发布公告，自2025年12月29日起，Laura J.Peterson女士已获委任为独立非执行董事;顾 宜女士已获委任为提名委员会成员，并已辞任薪酬委员会成员;邓以海先生已获委任为薪酬委员会成员; 及叶林博士已辞任提名委员会成员。 ...

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） 董事名單及其角色和職能 京东物流股份有限公司（「本公司」）的董事（「董事」）會（「董事會」）成員如下。 執行董事 王振輝 （首席執行官） 非執行董事 劉強東 （主席） 獨立非執行董事 顧宜 吳燕安 Laura J. Peterson 趙先德 張揚 葉林 鄧以海 董事會設有三個委員會。下表詳細列出該等委員會成員。 | 董事 | | 審計委員會 | 薪酬委員會 | 提名委員會 | | --- | --- | --- | --- | --- | | 王振輝 | （首席執行官） | | | | | 劉強東 | （主席） | | | 主席 | | 顧宜 | | 主席 | | 成員 | | 吳燕安 | | 成員 | | | | Laura J. Peterson | | | | | | 趙先德 | | 成員 | 主席 | | | 張揚 | | | | 成員 | | 葉林 | | | 成員 | | | 鄧以海 | | | 成員 | | 2025年12月29日 ...

智通财经APP讯，京东物流(02618)发布公告，自2025年12月29日起，Laura J. Peterson女士已获委任为独 立非执行董事;顾宜女士已获委任为提名委员会成员，并已辞任薪酬委员会成员;邓以海先生已获委任为 薪酬委员会成员;及叶林博士已辞任提名委员会成员。 ...

格隆汇12月29日丨京东物流(02618.HK)发布公告，自2025年12月29日起：Laura J. Peterson已获委任为独 立非执行董事；顾宜已获委任为提名委员会成员，并已辞任薪酬委员会成员；邓以海已获委任为薪酬委 员会成员；及叶林已辞任提名委员会成员。 ...

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，概不對因本公告全部或任何部分內容而產生或因倚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） 獨立非執行董事委任 及 董事會委員會組成變動 董事會宣佈，自2025年12月29日起： 委任獨立非執行董事 1. Laura J. Peterson女士已獲委任為獨立非執行董事； 2. 顧宜女士已獲委任為提名委員會成員，並已辭任薪酬委員會成員； 3. 鄧以海先生已獲委任為薪酬委員會成員；及 4. 葉林博士已辭任提名委員會成員。 Peterson女士獲斯坦福大學工業工程理學學士學位，以及沃頓商學院金融及戰略規劃MBA 學位。Peterson女士獲Puget Sound Business Journal評為「年度董事」及獲Directors & Boards Magazine評為「受矚目董事」。彼為斯坦福Distinguished Careers Institute（「DCI」）資深會員， ...

Key Points - 36Kr will document the global stories of Chinese brands at CES 2026, following its coverage of IFA and GITEX GLOBAL in 2025 [2] - JD Logistics has launched its first overseas smart warehouse in the UK, enabling same-day delivery for its European online retail business, Joybuy [3] - ByteDance's Feishu has launched an AI office app, AnyGen, which allows users to convert voice notes and ideas into documents and presentations [3] - Alibaba Tongyi has released two foundational models to enhance industrial-grade video and voice capabilities, including a video generation model and an upgraded voice generation model [4] - Tuya Smart has introduced an AI life assistant, Hey Tuya, which integrates with various smart devices and has over 12,000 AI agents developed on its platform [4] - Wuji Power and ZF LIFETEC have formed a strategic partnership to collaborate on robotics training and deployment systems [5] - SF International has signed a memorandum of cooperation with MSC Air Cargo to enhance global supply chain services [5] - Tencent Midas has partnered with Mastercard to improve digital commerce in the global entertainment industry [6] - XPeng Motors has made significant progress in the Middle East and Africa, launching its brand in Qatar and establishing a flagship experience center in Abu Dhabi [6] - Lynk & Co has officially entered the UAE market, showcasing its flagship SUV and emphasizing community interaction [6] - Jinbei Automotive and E-Works have signed a memorandum to establish R&D centers in China and Germany for electric commercial vehicles [7] - Baidu's autonomous driving service platform, Luobo Kuaipao, will begin testing in the UK in 2026 [7] - LONGi Green Energy and Solarpro will collaborate to build the largest BC photovoltaic power station in Europe, with a total capacity of 450MW [7] - Xiangpiaopiao plans to invest approximately 268 million yuan to establish a beverage production base in Thailand [8] - Sazhi Intelligent has completed several rounds of financing, with over 20% of its revenue coming from overseas markets [9] - Yundong has secured pre-IPO financing and is preparing for an A-share listing, focusing on robotics applications in various industries [9] - Qianjue Technology has raised nearly 100 million yuan to expand its global commercialization efforts in the embodied intelligence sector [10] - Mianbi Intelligent has completed financing to enhance its edge AI model development and expand into emerging markets [10] - Thailand will eliminate the tax exemption for cross-border packages starting January 1, 2026, impacting e-commerce costs [11] - The Saudi Arabian e-commerce market is projected to grow significantly, reaching $708.7 billion by 2033 [11]

文 | 递运指南 新鲜的松茸，乘着无人机飞出大山；奉节脐橙，借由空中航路甜蜜的飞出果园；一架FC30运载无人机 化身"水上外卖员"，载着物资向锚泊船舶飞去…… 从山川湖海到都市建筑，无人机翱翔天际，深入多元场景，正改写着物流脉络。 近期，无人机的航迹仍在不断延伸，不同的城市接连宣布开通无人机物流航线，让这张物流网络越织越 密。 2025年12月11日，一架装载着20公斤特色海鲜的无人机从启东吕四仙渔小镇启程飞向上海。这标志着南 通地区首条跨区域、跨江无人机生鲜速配物流航线正式开通，一条连接长三角的"低空物流走廊"进入实 体化运行阶段。 2025年12月12日，北京市延庆区，一架物流无人机在张山营镇邮政所起飞，搭载着快递与报刊沿云控 3D航线向几公里外的冬奥村飞去，14分钟后精准降落，标志着北京邮政首条无人机物流航线正式开 通。 航线的快速拓展，是市场爆发的直观缩影。 据《2024中国低空物流发展报告》显示，低空物流市场规模呈现出高速增长态势，2025年预计达到1200 亿至1500亿元，到2035年有望攀升至4500亿至6050亿元。 面对这一广阔蓝海，各大物流企业纷纷布局，一场围绕效率与网络的"空中争夺战" ...

京东物流无人机相关负责人在文中表示"传统车辆运输行驶距离长，加之中东地区的高温天气，对于快 递员而言颇有挑战，通过京东物流无人机进行'最后一公里'的货物接驳运输，不仅为我们的快递员减轻 了负担，也大大提升了运输效率。" 后续，京东物流将持续推进无人机海外服务能力建设，助力海外"最后一公里"配送。目前，京东物流无 人技术已规模化应用，其"飞狼"无人机常态化测试运营线路达数十条 凤凰网科技讯12月26日，京东物流无人机在沙特完成海外首次试飞，这也是其首次在海外运用无人机开 展货物运输。 此次试飞采用电动垂起固定翼无人机，可垂直起降并自动收起旋翼，最高载重10公斤，将15公里直线距 离的配送任务从传统车辆的1小时以上缩短至15分钟。 无人机接驳结合JoyExpress快递员送货上门的"人机协同"模式。 同时，公司计划未来5年采购300万台机器人、100万台无人车和10万架无人机，全面布局物流供应链全 链路，无人机、无人车等前沿设备也已相继落地海外，为海外供应链服务提供科技支撑。 ...

今年冬天牛羊肉物流更快了！一份民勤羊肉晚上还在甘肃草原，次日清晨即可端上武汉消费者餐桌。这 份跨越千里的新鲜时效，源自京东物流搭建的"空中通道"。 近年来，京东物流持续聚焦西北牛羊肉产业，推出"物流+商流"双轮驱动保障方案，通过"航空+高铁 +公路冷链"立体化运输网络与全国冷链仓网的深度协同，构建起从产地到餐桌的全链条服务体系。此 次全货机航线的升级，进一步完善了京东物流立体化运力矩阵，与此前布局的专属揽收团队、智能分仓 及前置仓等服务形成合力，推动西北牛羊肉运输时效大大提升。 今年以来，京东物流已在甘肃、青海、宁夏、新疆、内蒙古等西北产区布局多条牛羊肉专属运输通道， 此次航线的开通进一步织密了西北牛羊肉的全国运输网络。接下来，京东物流将持续依托超级供应链的 核心优势，加大航空资源投入与仓网布局力度，通过运力升级、技术赋能、商流联动等多重举措，推动 西北牛羊肉产业持续升级。 责任编辑：李靓 据京东物流相关业务负责人介绍，此次航线开通后，凭借京东物流在航空运力等方面的综合保障，甘青 宁三地优质牛羊肉可实现江浙沪川鄂等多省区核心城市次晨达，进而有效破解西北牧区牛羊肉"出山 难、保鲜难"的行业痛点，既助力当地养殖户 ...