“澄清”不改资金追捧 “无人车辆”概念德邦股份走出“五连板”

Core Viewpoint - The stock of Debon Logistics has surged, hitting a new high due to the ongoing interest in the "unmanned vehicle" concept in the market [2][3]. Company Overview - Debon Logistics is a publicly listed express delivery company in China, focusing on the large parcel market, including various logistics services such as air freight, warehousing, and supply chain management [2]. - The controlling shareholder of Debon Logistics is JD Logistics, with Liu Qiangdong as the actual controller [2]. Market Dynamics - The recent stock price increase is linked to the hot market trend surrounding unmanned vehicles, supported by government policies aimed at promoting smart logistics solutions [2]. - The Ministry of Transport has completed the consultation process for the "Artificial Intelligence + Transportation" implementation plan, which is expected to accelerate the introduction of smart logistics technologies [2]. Strategic Partnerships - On May 28, Pony.ai signed a strategic cooperation framework agreement with Guangzhou Public Transport Group to collaborate in areas such as autonomous vehicles and logistics services [2]. Financial Performance - In the first quarter of 2025, Debon Logistics reported a revenue of 10.41 billion yuan, a year-on-year increase of 11.96%, but a net loss of 68 million yuan, a significant decline of 173.69% compared to the previous year [3]. Shareholder Activity - JD Zhuofeng, a significant shareholder, increased its stake in Debon Logistics by acquiring approximately 18.4 million shares, raising its total ownership to 11.95% [4]. - After this transaction, JD Logistics and its affiliates collectively hold about 78.91% of Debon Logistics' total shares, further strengthening their control over the company [4].