据央视新闻，人力资源社会保障部近日会同中央社会工作部、中央网信办、交通运输部、市场监管总局、国家邮政局、全国总工会，就维护新就业 形态劳动者权益， 对美团、淘宝闪购、京东秒送、闪送、顺丰同城、盒马、滴滴、T3出行、曹操出行、货拉拉、满帮、圆通速递、申通快递、中通 快递、韵达快递、极兔快递等16家企业开展用工行政指导。 会议要求有关企业全面落实用工主体责任，持续改进劳动管理，切实保障好新就业形态劳动者权益。 ...

近日，人力资源社会保障部会同中央社会工作部、中央网信办、交通运输部、市场监管总局、国家邮政 局、全国总工会，就维护新就业形态劳动者权益，对美团、淘宝闪购、京东秒送、闪送、顺丰同城、盒 马、滴滴、T3出行、曹操出行、货拉拉、满帮、圆通速递、申通 快递、中通快递、韵达快递、极兔快 递等16家企业开展用工行政指导。会议要求有关企业全面落实用工主体责任，持续改进劳动管理，切实 保障好新就业形态劳动者权益。（新华社） ...

2月8日，军队采购网发布公告，百信信息技术有限公司在军队采购活动中，存在投标提供虚假材料等违规行为。根据军队供应商管理相关规定，1年 禁止全军物资工程服务采购活动的处罚。 《关于对百信信息技术有限公司失信处理公告》（处理编号：SX2026129352）显示，经调查核实，百信信息技术有限公司在参加项目编号：2025- JC01-W1093采购活动中，存在投标提供虚假材料等违规行为。根据军队供应商管理相关规定，自2026年02月08日起，1年禁止全军物资工程服务采购 活动的处罚。 在禁止期内，法定代表人王宪朝控股或管理的其他企业禁止参加上述范围军队采购活动，授权代表殷晶凯禁止代理其他供应商参加上述范围军队采购 活动。 该公司官网显示，百信信息技术有限公司布局通用算力和人工智能算力两大领域，研发服务器、边缘智能以及商用终端三大类产品，为数字政府、金 融、电信、能源、教育、医疗等行业用户提供云、边、端全场景覆盖的产品与服务，是国内的算力基础设施提供商，也是华为核心整机伙伴，与华为 达成"鲲鹏 + 昇腾"双引擎战略合作伙伴关系。 | | | | | 忠诚 规矩 清正 | 输入查询内容 | 捜索 | | --- | -- ...

Core Viewpoint - The news highlights concerns regarding the potential suspension of express delivery services during the Spring Festival, which has led to increased consumer anxiety and purchasing behavior. Group 1: Consumer Behavior - Many consumers are reacting to the news of potential delivery suspension by making last-minute purchases, with one individual stating they placed 20 orders overnight due to the announcement [2] - The fear of not receiving goods in time for the holiday has prompted consumers to buy items they were previously hesitant about [5] Group 2: Delivery Service Responses - Multiple express delivery companies have announced their service arrangements for the Spring Festival, confirming that they will continue to provide delivery services to meet holiday demand [9] - Major companies such as YTO Express, Shentong Express, and Yunda Express have stated that they will not suspend operations during the holiday and have not received any notifications regarding price increases [11] - China Post Express Logistics confirmed that they operate year-round but may implement additional charges for pickup services, while JD Logistics indicated that some stations might experience scheduling changes and potential resource adjustment fees [12] - Other companies like SF Express and Debon Express also confirmed they will not suspend operations, although transportation costs may be adjusted due to various factors [12][14]

Investment Rating - The report maintains an "Accumulate" rating for the transportation industry [6] Core Views - The transportation sector is expected to benefit from the high demand during the Spring Festival travel season, with a notable increase in passenger volume and airline ticket prices [3][11] - The logistics sector shows promising growth, particularly for companies like ZTO Express, which has reported an increase in market share and profitability [4][17] - The shipping market is experiencing high VLCC rates due to tight capacity and geopolitical premiums, while dry bulk rates have seen a decline [2][14] Summary by Sections Weekly Insights and Market Review - On February 2, 2026, the Spring Festival travel season commenced, with a total of 184.986 million people traveling, an increase of 11.3% compared to the same period in 2025. The civil aviation passenger volume reached 2.234 million, up 7.4% year-on-year [3][11] - The transportation sector index rose by 1.90% during the week, outperforming the Shanghai Composite Index by 3.17 percentage points [21] - The top-performing segments included air transportation, express delivery, and logistics, with respective increases of 8.15%, 3.76%, and 1.24% [21] Air Travel - The average ticket price for civil aviation during the Spring Festival was 840 yuan, a 3.0% increase from 2025, with an average seat occupancy rate of 83.3%, up 1.2 percentage points year-on-year [3][11] - The report anticipates continued growth in the aviation sector driven by demand recovery and supportive policies, with a focus on business travel and international flight recovery [12] Shipping and Ports - The VLCC market is experiencing high rates, with the Middle East route commanding $119,447 per day and the West Africa route at $130,293 per day as of February 6 [2][13] - The Baltic Dry Index (BDI) fell to 1,923 points, indicating a decrease in dry bulk shipping rates [14] - The report highlights the importance of monitoring the shipping market dynamics, particularly in relation to geopolitical factors and supply chain developments [15] Logistics - ZTO Express reported a 9.3% year-on-year increase in parcel volume for Q4 2025, with a slight increase in single-ticket revenue and gross profit [4][17] - The company is issuing $1.5 billion in convertible bonds to finance share buybacks, aiming to enhance shareholder returns [18] - The logistics sector is expected to see growth driven by overseas e-commerce and competitive dynamics among leading express companies [19][20]

转自：武汉发布 近日 "快递停运"冲上微博热搜 引发网友热议 不少人表示有点"焦虑" 圆通速递、申通快递、韵达快递客服均表示，春节期间快递不停，且未收到加价通知。 中国邮政速递物流客服表示，快递运送全年无休，但有可能会出现上门取件加价情况，具体规定需看后续通知。 中通快递客服称，目前暂未接到停运通知。另外，正常情况下，春节期间不会收取资源调节费。 京东物流则回应，根据春节期间快递流量情况，部分站点可能会出现排班情况，且会产生资源调度费，具体需以站点为准。 此外，顺丰速运、德邦快递客服均回复春节期间不停运，但运输费用会有调整。 同时，快递企业提醒：因节日期间资源调配受限、极端天气变化等多重因素，快件时效或将受到不同程度影响。 对此，多家快递企业 相继发布春节期间服务安排 宣布将继续提供收派服务 全力满足节日期间的寄递需求 ...

Investment Rating - The report maintains a "Recommend" rating for the aviation sector, highlighting potential opportunities in the industry [2][3]. Core Insights - The Spring Festival travel rush has begun, with air passenger volume averaging 2.313 million per day, up 5.5% year-on-year, while railway passenger volume averaged 11.792 million, down 0.7% year-on-year [1][10]. - The report emphasizes the competitive landscape in instant retail, particularly with the launch of the "30 Billion Free Order" campaign by Qianwen, which saw over 10 million orders in just 9 hours [2][35]. - The report identifies key players in the aviation sector, including China National Airlines, Southern Airlines, and Eastern Airlines, as well as low-cost carriers like Spring Airlines, which are expected to benefit from high price elasticity and operational efficiency [2][34]. Industry Data Tracking - Air freight rates at Pudong Airport increased by 5.3% week-on-week and 8.9% year-on-year as of February 2 [7][44]. - The VLCC freight rate rose by 2% week-on-week, while the BDI decreased by 10% [7][48]. - The report highlights the growth potential in the express logistics sector, particularly for leading companies like Zhongtong and Yuantong, as well as the promising outlook for instant retail leader SF Express [7][31]. Investment Recommendations - The report suggests focusing on "performance elasticity" and "dividend value" as key investment themes for the transportation sector in 2026 [7][31]. - It recommends continued investment in the aviation sector due to expected low growth in aircraft supply and a projected 5% increase in passenger numbers [2][31]. - The report also emphasizes the importance of dividend assets, recommending companies like Sichuan Chengyu and China Merchants Port for their stable performance and potential for increased dividends [7][31].

Core Viewpoint - The article discusses the operational status of various express delivery companies during the upcoming Spring Festival, highlighting that most companies will continue to provide services but may implement additional charges due to increased demand and resource allocation challenges [2][4][5][6]. Group 1: Company Responses - China Post Express Logistics confirmed that it will operate year-round but may introduce additional charges for pick-up services, with specific details to be announced later [4]. - JD Logistics indicated that during the peak period from January 19 to February 23, 2026, it will impose a resource adjustment fee of 0.1 to 1.2 yuan/kg on express heavy cargo, depending on the station [4]. - SF Express announced that it will charge a resource adjustment fee during the Spring Festival from February 16 to February 23, with reports of price increases in certain areas [5]. - YTO Express stated that it will maintain normal operations except for certain regions affected by third-party logistics or weather, with potential delays of 2-3 days for intra-provincial and 4-5 days for inter-provincial deliveries [5]. - Yunda Express confirmed normal operations during the Spring Festival, with some areas experiencing delays and potential price increases [6]. Group 2: Operational Challenges - Companies are preparing for potential delays in delivery times due to limited resource allocation and extreme weather conditions during the holiday period [6]. - Different express delivery companies may have varying operational statuses based on local conditions, with some branches still awaiting specific instructions [6].

Core Viewpoint - The recent "express delivery suspension" trending on social media has caused public anxiety, prompting multiple express delivery companies to announce their service arrangements during the Spring Festival, ensuring continued delivery services to meet holiday demand [1]. Group 1: Company Responses - China Post Express Logistics confirmed that delivery services will operate year-round, but there may be additional charges for pick-up services, with specific regulations to be announced later [1]. - JD Logistics indicated that due to peak delivery volumes, some stations may implement scheduling changes and resource adjustment fees, with a peak resource adjustment fee of 0.1 to 1.2 yuan/kg applicable from January 19 to February 23, 2026 [1]. - SF Express and Debon Express both stated that they will not suspend operations during the Spring Festival, but transportation costs will be adjusted, with SF Express planning to charge resource adjustment fees during the holiday period [1]. - YTO Express announced that from February 15 to February 23, they will ensure service continuity and network stability, with normal operations in most regions except for certain areas affected by third-party logistics or weather [2]. - Yunda Express confirmed normal operations during the Spring Festival, with potential delays of 2-3 days for intra-provincial and 4-5 days for inter-provincial deliveries [2]. - Zhongtong Express stated they will ensure customer delivery needs are met, with staffing adjustments based on local conditions, although some locations may not guarantee timely delivery [2]. - Shentong Express also confirmed normal service during the holiday, with possible adjustments to delivery fees based on local conditions [2]. Group 2: Operational Challenges - Express delivery companies warned that delivery efficiency may be impacted by limited resource allocation and extreme weather conditions during the holiday period [3].

Core Viewpoint - The discussion around whether express delivery services will be suspended during the Spring Festival has garnered attention, with major companies confirming they will continue to provide services during this period [1][2][3]. Group 1: Company Responses - China Post will continue to provide services from February 15 to 23, allowing users to submit collection requests through various online channels and providing customer service via a dedicated hotline [1]. - SF Express will ensure the operation of express delivery services during the Spring Festival, adjusting service fees for certain shipments, with additional resource adjustment fees applied during the holiday [1]. - YTO Express will maintain service availability during the Spring Festival, with normal operations in most regions, except for areas affected by third-party logistics disruptions or weather conditions [2]. - Shentong Express will adjust operations based on local conditions, with most areas expected to have normal collection and delivery services, advising users to confirm specific times with local outlets [2]. - Zhongtong Express will also ensure stable logistics support during the Spring Festival, while JD Logistics commits to providing comprehensive logistics safety and service coverage, including same-day and next-day delivery options [3]. Group 2: Service Adjustments and Fees - SF Express will charge a resource adjustment fee of 0.1 to 1.5 yuan/kg for shipments over 20kg from January 19 to February 15, with additional fees during the holiday period [1]. - JD Logistics will implement a resource adjustment fee of 0.1 to 1.2 yuan/kg for express heavy goods during the Spring Festival [3].