2026年初，大宗供应链行业龙头——厦门象屿（600057.SH）正式发布《2026-2030年发展战略规划纲要》，未来 五年公司将向"供应链服务驱动产业链运营的全球领航者"愿景迈进。这一战略升级不仅是企业自身的迭代革新， 更精准呼应了国家培育产业链链主、强化供应链韧性的政策导向，成为中国供应链企业参与全球产业重构的标杆 实践。 支撑这一战略转型的，是厦门象屿创新的"资、贸、物、服、工、投"六要素协同发展模型。这一模型打破了传统 供应链企业"单点突破"的局限，通过多要素融合形成闭环生态。 此次战略以"资、贸、物、服、工、投"六大要素协同为核心，破解传统供应链企业价值来源单一的痛点，构建长 短周期联动、多元收益互补的稳健盈利生态，标志着厦门象屿正式告别传统贸易商定位，全面切换至产业链运营 与资产管理的核心赛道。 转型逻辑：全球产业重构下的战略升级 全球产业格局深度调整，地缘博弈加剧叠加单边主义抬头，传统大宗商品贸易的生存逻辑正被彻底改写。过去依 靠信息不对称赚取价差、依赖行情波动盈利的模式，已日益暴露出价值来源单一、抗周期能力薄弱等短板，难以 适配产业高质量发展的核心诉求，行业亟需一场从"流量博弈"到"价值深耕 ...

每经AI快讯，2月2日，厦门象屿集团有限公司在其官网"社会招聘"栏目发布了一则启事，公开选聘集团总裁。厦门象屿集团此次选聘总裁1名，该岗位主要 职责包括：全面主持集团经营管理，贯彻党委会、董事会决议，制定并实施中长期发展战略与年度经营计划等。 厦门象屿集团有限公司总裁(J16236) ◎福建省·厦门市 集团本部 集团本部 工作职责 一、选聘岗位 厦门象屿集团有限公司总裁 1名 主要职责: 1.全面主持集团经营管理,贯彻党委会、董事会决议,制定并实施中长期发展战略与年度经营计划; 2.统筹主营业务布局与资源配置，推动业务拓展、市场开拓及品牌建设，保障经营业绩目标达成； 3.强化财务管控与风险防控，完善内部治理机制，搭建高效管理团队，推进人才队伍与企业文化建设； 4.履行安全生产、社会责任，协调外部关系，维护集团良好发展环境。 任职资格 二、选聘条件 (二) 任职资格 1.年龄在55周岁以下（1971年1月1日及以后出生）。 2.大学本科及以上学历，海外学历学位须经国家教育部学历学位认证中心认证。 3.具备10年以上多元化集团综合管理经历，并满足以下任一条件： (一) 基本条件 （1）担任综合性控股企业或者供应链 ...

2026.02. 02 本文字数：1366，阅读时长大约2分钟 2月2日，厦门象屿集团有限公司（以下简称"厦门象屿集团"）在其官网"社会招聘"栏目发布了一则启事，公开选聘集团总裁。 厦门象屿集团此次选聘总裁1名，该岗位主要职责包括： 全面主持集团经营管理，贯彻党委会、董事会决议，制定并实施中长期发展战略与年度经营计 划；统筹主营业务布局与资源配置，推动业务拓展、市场开拓及品牌建设，保障经营业绩目标达成；强化财务管控与风险防控，完善内部治理机制，搭 建高效管理团队，推进人才队伍与企业文化建设；履行安全生产、社会责任，协调外部关系，维护集团良好发展环境。 根据招聘启事，选聘总裁任职资格包括：年龄在55周岁以下（1971年1月1日及以后出生）；大学本科及以上学历，海外学历学位须经教育部学历学位 认证中心认证；具备10年以上多元化集团综合管理经历，并满足以下任一条件：担任综合性控股企业或者供应链、产业链、综合金融、城市运营等相关 行业公司（年度营收规模超1000亿、组织层级二级及以上）正职领导职务不少于1年；担任综合性控股企业或者供应链、产业链、综合金融、城市运营 等相关行业公司（年度营收规模超2000亿元、组织层级 ...

智通财经记者 蒋子文 实习生 汤晔 2月2日，厦门象屿集团有限公司（以下简称"厦门象屿集团"）在其官网"社会招聘"栏目发布了一则启 事，公开选聘集团总裁。 厦门象屿集团此次选聘总裁1名，该岗位主要职责包括：全面主持集团经营管理，贯彻党委会、董事会 决议，制定并实施中长期发展战略与年度经营计划；统筹主营业务布局与资源配置，推动业务拓展、市 场开拓及品牌建设，保障经营业绩目标达成；强化财务管控与风险防控，完善内部治理机制，搭建高效 管理团队，推进人才队伍与企业文化建设；履行安全生产、社会责任，协调外部关系，维护集团良好发 展环境。 根据招聘启事，选聘总裁任职资格包括：年龄在55周岁以下（1971年1月1日及以后出生）；大学本科及 以上学历，海外学历学位须经教育部学历学位认证中心认证；具备10年以上多元化集团综合管理经历， 并满足以下任一条件：担任综合性控股企业或者供应链、产业链、综合金融、城市运营等相关行业公司 （年度营收规模超1000亿、组织层级二级及以上）正职领导职务不少于1年；担任综合性控股企业或者 供应链、产业链、综合金融、城市运营等相关行业公司（年度营收规模超2000亿元、组织层级二级及以 上）副职领导 ...

证券之星消息，2月2日物流板块较上一交易日下跌2.2%，厦门象屿领跌。当日上证指数报收于4015.75， 下跌2.48%。深证成指报收于13824.35，下跌2.69%。物流板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 603117 | 万林物流 | 5.34 | 10.10% | 19.47万 | | 1.03亿 | | 002930 | 宏川智慧 | 12.04 | 2.29% | 26.42万 | | 3.21亿 | | 300240 | 飞力达 | 7.95 | 0.25% | 22.22万 | | 1.80亿 | | 002769 | 普路通 | 11.90 | 0.17% | - 13.71万 | | 1.65亿 | | 002800 | 天顺股份 | 16.62 | -0.12% | 5.98万 | | 1.02亿 | | 300873 | 海晨股份 | 24.02 | -0.17% | 4.66万 | | 1.14亿 | | 002352 ...

Group 1 - Xiamen Xiangyu Group is publicly recruiting a new president to oversee the company's management and implement strategic plans [2][3] - The president's responsibilities include managing business operations, financial control, risk management, and enhancing corporate culture [2][3] - The recruitment process involves voluntary application, qualification review, professional testing, interviews, physical examinations, and public announcements [3] Group 2 - The qualifications for the president position include being under 55 years old, holding a bachelor's degree or higher, and having over 10 years of diversified management experience [3] - Candidates must have held a leadership position in a company with annual revenue exceeding 100 billion or 200 billion yuan for specified durations [3] - The recruitment timeline is from February 2 to February 27, 2026, with a three-year contract for the selected candidate [3] Group 3 - Xiamen Xiangyu Group, established in November 1995, is a state-owned enterprise with over 600 subsidiaries and projected revenue of over 416.4 billion yuan in 2024 [4] - The company operates in various sectors including commodity supply chain, urban development, financial services, and port operations [4] - Xiamen Xiangyu Group has consistently ranked in the Fortune Global 500 and the China Top 500 Enterprises [4] Group 4 - The previous president, Deng Qidong, held multiple leadership roles within the company before becoming the party secretary and chairman in January 2026 [5]

此外，油气板块也出现跌停潮，中曼石油（603619）、准油股份（002207）、石化油服（600871）等多 股跌停。嘉实原油LOF、石油基金LOF、石油LOF、原油LOF易方达、中信保诚商品LOF、南方原油 LOF、大宗商品LOF、资源LOF、国投资源LOF等此前高溢价的场内资源品主题基金也集体跌停。 消息面上，国际油价持续下挫，美油、布油双双跌破5%，分别报61美元/桶和65美元/桶。据新华社报 道，美国总统特朗普1日对媒体表示，希望伊朗能与美国达成核协议，否则世界"很快就会看到"伊朗最 高领袖哈梅内伊的警告是否正确。 当天农业板块也跌幅居前，大北农（002385）、厦门象屿（600057）跌停，智慧农业、史丹利 （002588）等多股跟跌。 消息面上，2日下午，现货黄金一度失守4500美元/盎司，为1月9日以来首次，截至发稿跌至4528美元/ 盎司附近。现货白银也一度跌破72美元/盎司，日内跌超12%，现报72美元/盎司。贵金属市场的抛售情 绪显著扩散至其他品种。国内期货市场普跌，有超过10个期货品种主力合约封住或触及跌停，涉及黄 金、白银、铂、钯、铜、铝、镍、原油、碳酸锂等。 新湖期货认为，长期来看， ...

Investment Rating - The report maintains a "Buy" recommendation for the shipping industry, highlighting the upward potential in both oil and dry bulk markets [7]. Core Insights - Geopolitical tensions, particularly between the US and Iran, have led to an increase in VLCC freight rates, with the Clarksons VLCC-TCE index rising to $116,000, a week-on-week increase of 17% [10][11]. - The BDI index has shown resilience during the off-season, closing at 2148 points, up 21.9% week-on-week, with significant increases in various vessel types [23][24]. Summary by Sections Oil Shipping - The ongoing tensions in the Middle East have resulted in a significant rise in VLCC freight rates, particularly on the Middle East to China route, which saw a 27% increase to $127,000 per day [10][11]. - The market fundamentals are weakening, with a slowdown in cargo availability and a lack of new cargo in the US Gulf market, leading to a decline in overall market activity [10][11]. Dry Bulk Shipping - The BDI index has shown a remarkable performance during the off-season, with a year-on-year increase of 89% in January, averaging 1759 points [24]. - The strong performance of the BCI index, which increased by 121% year-on-year, is attributed to supply constraints and steady demand from Brazil and West Africa [24]. Investment Recommendations - The report emphasizes the potential for upward trends in both oil and dry bulk markets, recommending companies such as China Merchants Energy Shipping and COSCO Shipping Energy [27]. - For dry bulk, the report suggests companies like Haitong Development and Pacific Shipping, citing favorable supply and demand dynamics [28]. Industry Data Tracking - Recent data shows a year-on-year increase of 8.3% in domestic air passenger volume, with average ticket prices rising by 4.3% [29]. - The SCFI index has decreased by 10% week-on-week, indicating a decline in container shipping rates [50].

Investment Rating - The report maintains a "Recommended" rating for the transportation industry, indicating a positive outlook for investment opportunities in the sector [1]. Core Insights - Geopolitical factors are driving up VLCC freight rates, with the Clarksons VLCC-TCE index rising to $116,000 per day, a week-on-week increase of 17%. The Middle East to China route is reported at $127,000 per day, up 27% week-on-week [1][10]. - The BDI index is showing resilience during the off-season, closing at 2148 points, a week-on-week increase of 21.9%. The average BDI for January is reported at 1759 points, a year-on-year increase of 89% [2][23][24]. Summary by Sections Oil Transportation - The ongoing tensions between the US and Iran have led to an increase in VLCC freight rates, with the market showing signs of weakness as the supply of cargo from the Middle East is tapering off [1][10]. - The Brent crude oil futures price has risen to $69.83 per barrel, a 9.6% increase since January 22, driven by concerns over potential disruptions in Middle Eastern oil supply [2][11]. Dry Bulk Transportation - The BDI index has shown strong performance despite seasonal trends, with significant increases in various sub-indices: BCI up 35.8%, BPI up 8.1%, BSI up 4.0%, and BHSI up 3.0% week-on-week [2][23]. - The report highlights that the supply side is constrained due to recent storms affecting shipping schedules, while demand remains robust due to favorable weather conditions for iron ore exports from Brazil [3][24]. Investment Recommendations - The report suggests a positive outlook for both oil and dry bulk markets, recommending companies such as China Merchants Energy and COSCO Shipping for oil transportation, and Haitong Development and Pacific Shipping for dry bulk [7][28]. - The report emphasizes the importance of performance elasticity and dividend value in the transportation sector, particularly in aviation and shipping [7][62].

Market Overview - The logistics sector increased by 0.68% on January 29, with Tian Shun Co. leading the gains [1] - The Shanghai Composite Index closed at 4157.98, up 0.16%, while the Shenzhen Component Index closed at 14300.08, down 0.3% [1] Top Gainers in Logistics Sector - Tian Shun Co. (002800) closed at 16.68, up 3.86% with a trading volume of 90,800 shares and a turnover of 150 million yuan [1] - Jianfa Co. (600153) closed at 9.65, up 3.21% with a trading volume of 482,500 shares [1] - Hengji Daxin (002492) closed at 9.13, up 2.82% with a trading volume of 263,100 shares and a turnover of 240 million yuan [1] - Milkway (603713) closed at 63.79, up 2.62% with a trading volume of 36,000 shares and a turnover of 230 million yuan [1] - Jia You International (603871) closed at 13.81, up 2.07% with a trading volume of 99,600 shares [1] Top Losers in Logistics Sector - Changjiang Investment (600119) closed at 7.25, down 9.94% with a trading volume of 37,800 shares and a turnover of 27.42 million yuan [2] - ST Yuanshang (603813) closed at 39.90, down 3.69% with a trading volume of 6,332 shares and a turnover of 25.57 million yuan [2] - Pu Lu Tong (002769) closed at 11.57, down 3.26% with a trading volume of 158,100 shares [2] Capital Flow Analysis - The logistics sector experienced a net outflow of 27.94 million yuan from institutional investors and a net outflow of 199 million yuan from retail investors, while retail investors saw a net inflow of 227 million yuan [2] - Notable net inflows from retail investors were observed in several companies, including SF Holding (002352) with a net inflow of 16.21 million yuan [3] - China Foreign Transport (601598) had a significant net inflow of 39.42 million yuan from institutional investors, representing 20.76% of its trading volume [3]