来源 | 新华社 编辑 | 杜小溪 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。 ...

北京商报讯（记者 何倩）2月9日，据新华社报道，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。 ...

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。 编辑 ｜瑜见 来源｜人社部网站 ...

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） ...

麦格理发表研报指，中通快递去年末季表现强劲，增长领先同业。根据其初步业绩，其中业务量按年增 9%；营收介乎按年增8%至19%之间，毛利率则在23%至28%的区间内。该行认为，在物流行业"反内 卷"的政策环境下，结合中通高质量且具性价比的价值定位，集团在捕捉客户价格偏好转移方面处于有 利地位。展望2026年，该行预测中通总包裹量将年增8%，而预期的行业增速为7%；在行业定价复苏及 其关键客户与退件零售策略利好下，平均单价预计将按年提升2分，至1.28元；又相信去年触底后，受 规模效应扩大与平均单价提升双重推动下，单位经济效益应持续改善。该行将中通美股目标价从18.4美 元一举升至26.6美元，评级上调至"跑赢大市"。 来源：滚动播报 ...

展望2026年，该行预测中通总包裹量将年增8%，而预期的行业增速为7%；在行业定价复苏及其关键客 户与退件零售策略利好下，平均单价预计将按年提升2分，至1.28元；又相信去年触底后，受规模效应 扩大与平均单价提升双重推动下，单位经济效益应持续改善。该行将中通美股目标价从18.4美元一举升 至26.6美元，评级上调至"跑赢大市"。 麦格理发表研报指，中通快递去年末季表现强劲，增长领先同业。根据其初步业绩，其中业务量按年增 9%；营收介乎按年增8%至19%之间，毛利率则在23%至28%的区间内。该行认为，在物流行业"反内 卷"的政策环境下，结合中通高质量且具性价比的价值定位，集团在捕捉客户价格偏好转移方面处于有 利地位。 ...

Investment Rating - The investment rating for the transportation industry is "Positive" (maintained) [4] Core Views - The express delivery sector shows resilient demand, with a "de-involution" trend driving up express prices, enhancing corporate profitability. Long-term competition in the e-commerce express delivery market is expected to improve [12] - The aviation sector is anticipated to benefit from the upcoming Spring Festival travel peak and performance forecast periods, with a sustainable recovery in demand and a tightening supply situation [12] - The shipping market is expected to see a positive outlook due to the OPEC+ production increase cycle and the Federal Reserve's interest rate cuts, enhancing the elasticity of VLCC freight rates [12] Summary by Sections Express Logistics - ZTO Express forecasts a revenue range of 48.5 to 50 billion yuan for 2025, with a year-on-year growth of 9.5% to 12.9%. The company expects a package volume of 38.52 billion pieces, a 13.3% increase year-on-year [5] - The company plans to issue $1.5 billion in convertible preferred notes, with a net amount of approximately $1.404 billion, to refinance and repurchase shares [6] - The express delivery market is characterized by significant growth opportunities for companies like YTO Express and SF Express, driven by market share increases and operational stability [12] Aviation - Global air passenger traffic is projected to reach 10.2 billion in 2026, a 3.9% year-on-year increase, with strong demand expected to continue [7] - The Spring Festival travel volume is expected to reach 95 million passengers, a year-on-year increase of approximately 5.3% [8] - The International Air Transport Association (IATA) indicates a strong demand for air travel in 2025, with a 5.3% increase in global passenger demand [8] Shipping and Ports - The shipping market is expected to benefit from geopolitical developments and trade agreements, particularly with India ceasing oil purchases from Russia [9] - The BDI index increased by 1.1% to 2011 points, indicating a positive trend in the dry bulk shipping market [11] - China's port cargo throughput increased by 9.63% week-on-week, with container throughput rising by 12.41% [12] Road and Rail - National logistics operations are running smoothly, with rail freight increasing by 2.27% and highway freight vehicle traffic up by 4.75% [12] - The road passenger volume decreased by 2.60% year-on-year, while rail passenger volume increased by 8.52% [12] Supply Chain Logistics - The logistics sector in South China is undergoing transformation, providing performance elasticity and potential for value reassessment [12] - The chemical logistics market is expanding, with significant growth opportunities for leading companies [12] Ports - The port sector is stabilizing, with strong cash flow and a focus on hub growth potential [12]

Macquarie upgraded ZTO Express (NYSE: ZTO) from Neutral to Outperform, indicating a positive outlook on the company's future performance.The average one-year target price for ZTO is $22.36, which is below its current price of $24.09, suggesting mixed analyst expectations.ZTO's stock has experienced volatility, with a 52-week range between $16.34 and $24.14, and a market capitalization of approximately $19.2 billion.ZTO Express (NYSE: ZTO) is a leading express delivery company in China, providing logistics s ...

临近春节 不少朋友 开始陆陆续续囤一些年货 每年一问又来了 快递春节停运吗？ 近日 "快递停运"冲上微博热搜 这一消息引发网友热议 不少人表示有点"焦虑" 有网友表示 "一句停运，连夜下了20单" 本来还不买, 说快递停运呀,就哇哇的买 36 47 待发货 待收货 待评价 评价将帮助 742人选购 对 我把我曾经犹豫的东西全买了 生怕过年 用到 · 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 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。 2 iiii ج 搜索订单 待发货 待收货/使用 评价16 店 查看更 难道快递真的要停运？ 对此 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。 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。 来源：央视新闻、央广网、央视网、南方都市报 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 ...