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重回扩张线 | 2025年11月物流仓储暨基础设施投资发展报告
Sou Hu Cai Jing· 2025-11-21 15:39
观点指数 指数阶梯式回升,物流数据互联促产业优化2025年10月中国物流业景气指数(LPI)为 50.7%,虽环比微降但仍处扩张区间,8月起仓储指数呈阶梯式回升,10月已回升至50.6%,重回扩张 线。政策端聚焦物流数据开放互联发力,低空经济、绿色物流等领域获政策支持,叠加企业供应链优化 升级,行业降本增效成果持续巩固。 多领域趋于分化发展,科技与绿色物流价值转型据物联云仓披露,10月全国重点城市连续4个月租金持 平、但空置率仍略升,物流地产、快递等领域企业盈利分化,顺丰、万纬物流等头部企业稳健增长。行 业向科技绿色转型,普洛斯、京东等联合科技企业落地零碳园区,通过智能技术与新能源应用实现降本 增效。 物流投资仓网与生态协同,技术与资产整合提速报告期内物流行业投资活跃,6起相关动态凸显"仓网协 同、技术赋能"的特征。普洛斯、中通等头部企业通过建智能仓、落智慧枢纽强化效率;京东物流联动 伙伴完善仓网。资本层面,申通收购丹鸟等整合动作频现,行业借技术与资产整合加速高质量发展。 物流仓储REITs表现稳健,规模增长分红持续向好2025年三季度物流仓储REITs表现亮眼,板块平均出 租率达92%,嘉实京东等多只产品满 ...
JD.Com: Only For The Patient Investors (NASDAQ:JD)
Seeking Alpha· 2025-11-21 12:30
JD.com , Inc ( JD ) remains one of the few Chinese tech giants that has not experienced a significant stock rally this year. In fact, the stock price has been down 9% year-to-date. The mainTradingKey is a professional financial website. Our team of analysts and editors comes from top universities with backgrounds in business and finance. They have also worked at various financial institutions. Our team specializes in analyzing macroeconomics, commodities, currencies, and the U.S. stock market.Analyst’s Disc ...
当“国之重器”遇上“超级供应链”
Yang Zi Wan Bao Wang· 2025-11-21 11:29
大型集团企业一个车间急需的工具采购需求,一般来说要走招标流程,在6个月之内完成就算很快了;而在目前徐工集团全球采购中心的系统中,如果商 品需求描述比较准确,京东工业能够迅速完成匹配,三到五天就可以把货送到用户手上。在"超级供应链"的助力下,徐工集团非生产物资的采购周期从原 来的10几天缩短到了2天以内,成本下降了超过10%。 非生产物资采购:告别"万国牌和方言" 在徐工集团的一条数字化生产线上,数字操控、自动检测、智能装配使得平均每25分钟就能下线一台轮式起重机底盘。高效的生产也对背后的供应链服务 提出了更高的要求。 京东工业联合国研大数据研究院发布的《数智供应链助力新型工业化》报告显示,2024年中国工业供应链总成本约115.19万亿元,通过供应链创新优化和 数智化转型,将为中国工业企业降低供应链成本6.77万亿元。 当数智供应链升级已经成为工业产业降本增效的鲜明路径,非生产物资的采购痛点迅速凸显出来。非生产物资在行业中也被称为MRO,也就是维护、维 修和运营类物料,和生产物资BOM相比,采购管理难度更大、投入产出比更低。典型的非生产物资包括工具耗材、劳保用品等,虽不直接构成产品本 身,却是保障企业生产运营 ...
港股科技股下跌,华虹半导体跌超6%,比特币跌破8.2万美元
21世纪经济报道· 2025-11-21 09:13
记者丨江佩佩 见习记者张嘉钰 编辑丨刘巷 11月21日,港股三大指数大幅收跌,恒生指数跌2.38%,恒生国企指数跌2.45%;恒生科技指 数跌3.21%,本周累跌7.18%,录得周线4连跌。 市场成交额2857.02亿港元,较前一交易日 2451.36亿港元有所放大。 全球市场上, 欧洲主要股指开盘集体下跌 。欧洲斯托克50指数跌1.57%,英国富时100指数跌 1.04% , 法 国 CAC40 指 数 跌 1.29% , 德 国 DAX30 指 数 跌 1.48% , 富 时 意 大 利 MIB 指 数 跌 1.48%。 币圈再度跳水,加密货币遭重挫,截至16:58,比特币24小时跌幅超9%,跌破82000美元/枚; 以太坊24小时跌幅近11%,BNB 24小时跌幅超8%,Solana 24小时跌幅超12%。 随着近期比 特币大幅下跌,加密货币总市值跌破3万亿美元,比特币价格跌破美国比特币ETF的平均购买 价格。 SFC 出品丨21财经客户端 21世纪经济报道 君荐读 亚太主要股指收跌,新股N大鹏逆势狂飙1200%,金价、油价、加密货币齐下挫 人社部最新工伤认定解读,涉及上下班通勤、居家办公等情形 多只明 ...
智通港股52周新高、新低统计|11月21日





智通财经网· 2025-11-21 08:41
52周新低排行 | 股票名称 | 收盘价 | 最低价 | 创低率 | | --- | --- | --- | --- | | 中国鹏飞集团(03348) | 1.100 | 0.700 | -20.09% | | 中国信息科技(08178) | 0.285 | 0.250 | -19.35% | | XL二南策略-U | 1.806 | 1.946 | -14.27% | | (09799) | | | | | 禾赛-W(02525) | 119.100 | 116.300 | -10.54% | | MBC比特币-U | 0.734 | 0.732 | -9.74% | | (09430) | | | | | 东方支付集团控股 | 0.048 | 0.047 | -9.62% | | (08613) | | | | | MBC以太币(03425) | 5.035 | 5.000 | -9.09% | | 皓文控股(08019) | 0.182 | 0.182 | -9.00% | | 光正教育(06068) | 0.098 | 0.086 | -8.51% | | 汽车之家—S(02518) | 42.24 ...
京东保联合京东超市推出“买纸尿裤送百万医疗险” 打造“实物+保障”育儿新体验
Zhong Jin Zai Xian· 2025-11-21 08:40
婴幼儿阶段抵抗力较弱,就医频率相对较高,医疗支出成为不少家庭隐形的经济负担。京东保作为京东 集团旗下专业的保险经纪平台,敏锐洞察用户在实际育儿过程中的痛点,联合京东超市,围绕"育儿场 景"进行服务升级,推出"买指定品牌纸尿裤,免费送少儿百万医疗险"活动。消费者在京东平台购买参 与活动的纸尿裤产品,即可免费获得一份由京东保提供的"京东少儿百万医疗险(0免赔)",实现"穿的有 保障,健康也有守护"。 该医疗险专为0-17岁人群设计,最高保额达600万元,并实现"0免赔额",真正意义上做到"宝宝生病,1 元起赔"。保障范围广泛覆盖住院、门急诊、特定疾病(含重疾、罕见病)等,并贴心提供图文/视频问 诊、挂号协助、特药直付等多项增值服务,精准回应了育儿家庭在高频就诊与突发医疗情况下面临的各 类健康保障需求。 "妈妈派"认证享专属福利,新生儿礼包已累计送出百万份 为进一步提升用户服务体验,京东同步升级"京东尿裤妈妈派"会员权益。孩子年龄在0-2岁的宝妈或者 准妈妈用户完成认证后,不仅可享受母婴商品的专属折扣权益,更可以免费领取"新生儿第一份保险"。 此外,妈妈派会员专享的"新生儿大礼包"免费领活动反响热烈,截至目前已累计 ...
抢先报名!MEET2026最新嘉宾阵容官宣,一起热聊AI
量子位· 2025-11-21 06:29
Core Viewpoint - The article emphasizes the transformative impact of artificial intelligence (AI) on various industries and society as a whole, highlighting the upcoming MEET2026 conference as a platform to explore these advancements and trends in AI technology [1][3]. Group 1: Conference Overview - The MEET2026 Intelligent Future Conference will focus on cutting-edge technologies and industry developments, particularly in AI [2]. - The theme of the conference is "Symbiosis Without Boundaries, Intelligence to Ignite the Future," aiming to explore how AI transcends industry, discipline, and scenario boundaries [3]. - Key topics of discussion will include reinforcement learning, multimodal AI, chip computing power, AI applications in various industries, and AI's global expansion [4]. Group 2: Notable Speakers - The conference will feature prominent figures such as Zhang Yaqin, a renowned scientist and former president of Baidu, who has made significant contributions to digital video and AI [12][13]. - Sun Maosong, Executive Vice President of the Tsinghua University AI Research Institute, will also be a key speaker, known for his leadership in national research projects [17]. - Other notable speakers include Wang Zhongyuan, Director of the Beijing Academy of Artificial Intelligence, and He Xiaodong, Senior Vice President of JD Group, both recognized for their contributions to AI research and applications [21][30]. Group 3: AI Trends and Reports - The conference will feature the release of the "Artificial Intelligence Annual List" and the "Annual AI Trends Report," which are anticipated to provide insights into the most influential companies, products, and individuals in the AI sector [6][102]. - The "Annual AI Trends Report" will identify and analyze ten significant AI trends based on technology maturity, current applications, and potential value [104]. Group 4: Event Details - The MEET2026 conference is scheduled for December 10, 2025, at the Beijing Jinmao Renaissance Hotel, with registration now open for attendees [105]. - The event is recognized as a major technology business summit, attracting thousands of industry professionals and millions of online viewers each year, establishing itself as a key indicator of trends in the intelligent technology sector [107].
恒生指数午盘跌2.07%,恒生科技指数跌3.11%,半导体板块跌幅居前
Mei Ri Jing Ji Xin Wen· 2025-11-21 04:11
每经AI快讯,11月21日,港股午间收盘,恒生指数跌2.07%,恒生科技指数跌3.11%。半导体板块跌幅 居前,华虹半导体、中芯国际跌超5%,上海复旦跌近3%。科技股全线走低,百度跌逾6%,阿里巴巴跌 4%,网易、京东跌近3%。 ...
京东云:3.7万个智能体跑起来,助力企业重塑AI生产力
Yang Zi Wan Bao Wang· 2025-11-21 03:54
基于JoyAI大模型,京东数字人JoyStreamer已服务超4万家品牌,从直播间走向多元化应用,带领数字人从替身执行走向个性创造。以联想为例,今年 11.11,京东数字人带动直播间GMV同比增长59%,运营成本降低80%,京东数字人IP还与联想拯救者系列产品实现跨界联动。从恩雅吉他的数字代言人 Aura,到山西文旅的"复活"大佛,数字人技术正帮助各行业打破创意边界,实现增长。 11月20日,京东云城市大会在南京举行。会上,京东云展示了JoyAI大模型落地行业的领先技术和应用实践,持续升级JoyAgent智能体等五大平台,以及 覆盖具身智能、医疗、金融、政务的四大行业解决方案,以Agent+Coding双轮驱动的AI开发新范式,助力企业加速落地深度应用,重塑AI生产力。 京东集团技术委员会主席、京东云事业部总裁曹鹏表示,"Agent+Coding的AI开发新范式,正在成为AI应用开发的主流,这种以Agent简化代码、代码反哺 Agent的闭环,将让AI开发越来越自动化、智能化,最终实现'从开发者少写代码,到开发少写代码'。同时,大规模应用爆发,也将推动AI基础设施迈向 标准化,AI Infra1.0已开启。" ...
恒生科技指数ETF、恒生互联网ETF连续16日获资金净申购
Sou Hu Cai Jing· 2025-11-21 02:53
Group 1 - The Hong Kong stock market opened lower today, with the Hang Seng Technology Index dropping by 2.21% and the Hang Seng Internet ETF and Hang Seng Technology Index ETF falling by 2% and 1.6% respectively, influenced by unexpected strong U.S. non-farm payroll data and a decline in U.S. stocks [1] - Despite the market downturn, there has been a significant net inflow into the Hang Seng Technology Index ETF, totaling 4.472 billion yuan over 16 trading days from October 30 to November 20, even as the index fell by 10.11% during this period [1] - The Hang Seng Internet ETF also saw a net inflow of 2.518 billion yuan over the same 16 days, with a decline of 10.24% [1] Group 2 - The recent adjustment in the Hong Kong stock market is attributed to factors such as the "AI bubble theory," tightening liquidity in the U.S. market, and profit-taking by institutions after a more than 20% increase in the Hang Seng Technology Index this year [1][2] - The Hang Seng Technology Index has experienced a cumulative decline of over 18% since October 3, indicating a potential buying opportunity [2] - Positive developments include strong Q3 financial results and Q4 guidance from Nvidia, which may help alleviate concerns regarding the "AI bubble," alongside Alibaba's upcoming earnings report on November 25 [2] Group 3 - The Federal Reserve's decision to pause balance sheet reduction on December 1, coupled with rising unemployment rates over the past three months, suggests a cautious approach to monetary policy [3] - The Hang Seng Technology Index ETF has a current scale of 46.49 billion yuan, including major Chinese tech companies such as SMIC, Alibaba, Tencent, Baidu, Xiaomi, and Lenovo [4] - The Hang Seng Internet ETF, with a scale of 34.284 billion yuan, has over 80% weight in leading internet stocks, with an AI content exceeding 90% [4]