"透视图"栏目在年终特别策划了"36氪年度透视"系列，用数据透视2025全年趋势，以图片呈现今年商业世界中不可错过的要点。这是我们的第5 期内容。 作者｜王晗玉 2025年，中国出海跨过了一道清晰的界线：从单点卖货，走向更系统的能力输出。 拼速度 亚马逊用三十多年完成全球化布局，而Temu、AliExpress等中国平台，用2–3年进入全球访问量前列。差异不只在补贴，而在于供应链密度、组织效率和履 约体系的整体压缩能力。 | AliExpress | 6.46 | | | --- | --- | --- | | . eBay | 6.35 | 亚马逊总站+ | | Ozon · | 5.27 | | | Amazon | 5.25 | 2025, | | (日本站) | | 进入了 | | Walmart | 5.06 | 成为全球 | | Amazon (印度站) | 4.35 | 3年,这是 | | Rakuten | 4.19 | 度,出海 | | (乐天) Amazon | | 变成了组: | | (德国站) | 4.07 | | 36氪制图 卖情绪 36氪制图 抢入口 中国电商平台从供应链后端，走到 ...

Core Insights - China Data Logistics aims to reshape modern logistics by leveraging data technology to enhance efficiency and resilience in supply chains, addressing long-standing industry challenges [1][3][6] Group 1: Industry Challenges - The logistics industry faces a "multi-scattered" problem characterized by fragmented transportation modes and dispersed operational entities, leading to inefficiencies and high empty running rates [2][3] - Traditional data processing methods are inadequate for real-time analysis, hindering the industry's development [2][3] Group 2: Digital Transformation Initiatives - China Data Logistics is focused on reducing logistics costs through digital means, creating a national logistics big data platform that extends beyond logistics information to encompass the entire supply chain [3][4] - The company has introduced products like "Enterprise ERP + Logistics Data" to facilitate the digital integration of logistics and manufacturing sectors, helping businesses optimize production plans and market strategies [4][5] Group 3: Open Data Ecosystem - The "Five Open" system has been established to break down data barriers in the logistics industry, promoting data sharing and collaboration across various transportation modes [6][7] - This system includes open access to digital infrastructure, advanced technologies, and a wealth of data resources, enabling small and medium-sized logistics enterprises to enhance their digital capabilities without significant investment [7][8] Group 4: Efficiency Improvements - The integration of data and process optimization has significantly reduced the time for customs declarations and international settlements, showcasing the tangible benefits of data-driven logistics [8][9] - The company has successfully connected over 3,000 data products across various logistics sectors, enhancing the efficiency and safety of data flow [9][10] Group 5: Regional and Cross-Border Logistics - China Data Logistics is actively involved in regional collaboration and cross-border logistics, exemplified by its partnership with Chongqing to establish a digital logistics operation focused on enhancing trade routes [11] - The company’s initiatives aim to facilitate smoother trade between regions, breaking down logistical barriers and improving market access for local products [11]

Core Viewpoint - Wuliangye Group is investing in renewable energy by establishing a joint venture with Longi Green Energy and planning to build an energy storage power station in its industrial park, indicating a significant shift in the energy landscape and the emergence of structural opportunities in the industry [1][6]. Group 1: Investment Waves in Renewable Energy - The first wave of cross-industry investment began in 2006 with the Renewable Energy Law, which established a guaranteed purchase mechanism, followed by the introduction of high-standard feed-in tariffs in 2011, attracting numerous investors to the photovoltaic sector [2][7]. - The second wave was initiated by the 2015 electricity reform policy, which restored the commodity nature of electricity and allowed market-based pricing, expanding competition from generation to consumption [2][7]. - The third wave was driven by the 2020 carbon neutrality goals and subsequent policies promoting new energy storage, leading to increased participation from non-energy players in diverse business areas [3][8]. Group 2: Factors for Success in Cross-Industry Investment - Sufficient funding acts as a crucial "booster" for successful cross-industry players, enabling them to explore new growth avenues; companies like Sunwoda and Tongwei leveraged their cash flow to enter the renewable sector [4][8]. - Technological capabilities serve as a "streamlining cover," allowing companies to differentiate themselves; for instance, TCL successfully transferred its semiconductor technology to the photovoltaic sector [4][9]. - The integration of various scenarios is becoming a "transformational engine," as seen with China Mobile's energy storage products tailored for data centers and industrial parks, indicating a trend towards the fusion of energy, power, and data [5][10]. Group 3: Market Dynamics and Future Outlook - The renewable energy sector is experiencing significant changes due to fluctuating photovoltaic component prices, intensified competition in energy storage, and periodic policy adjustments, leading to a divergence in the fortunes of cross-industry enterprises [1][6]. - Companies like JD Logistics are capitalizing on opportunities within the photovoltaic supply chain by offering customized services and integrated solutions, enhancing their value proposition [5][10]. - The future of cross-industry opportunities in renewable energy will depend on companies' ability to create stable and sustainable value within the new energy system, with long-term thinkers likely to gain an advantage [5][10].

Core Viewpoint - SF Express has voluntarily exited the return service market for Douyin e-commerce, indicating a strategic shift in its business operations [3][4]. Group 1: Business Changes - SF Express did not participate in the 2026 Douyin e-commerce return service, which is seen as a voluntary withdrawal from the market [3]. - The contract for SF Express's collaboration with Douyin for return services naturally expired, marking a normal business decision [3]. - Starting mid-December, Douyin began a large-scale re-tendering for return service suppliers, redistributing orders previously handled by SF Express to multiple logistics companies [4]. Group 2: Market Dynamics - The logistics companies now involved in Douyin's return services include JD Logistics, Zhongtong, Yuantong, Yunda, and the postal service, with JD Logistics positioned as the fallback service provider [4]. - The return rate for Douyin e-commerce is notably high, with industry data indicating that live e-commerce return rates range from 30% to 60%, and can reach up to 80% for certain categories during peak periods [9][10]. - The e-commerce return logistics market has seen significant growth, with the volume of return shipments increasing from 3.6 billion in 2019 to 8.2 billion in 2023, and projected to reach 20.9 billion by 2028 [11]. Group 3: Operational Challenges - The high return rates present logistical challenges, requiring service providers to maintain high responsiveness and flexibility, which can disrupt low-cost operational models [10]. - New logistics providers taking over Douyin's return services face significant challenges in meeting the high service standards required, particularly in non-core commercial areas and lower-tier markets [11]. - The transition to new logistics providers will test their capabilities in handling millions of return shipments daily, reshaping the market dynamics of e-commerce reverse logistics [12].

Core Viewpoint - Guangdong is actively implementing the "Hundred Counties, Thousand Towns, and Ten Thousand Villages High-Quality Development Project" to promote coordinated urban-rural development and enhance local economies through tourism and ecological initiatives [2][10]. Group 1: Project Overview - The "Hundred Thousand Project" covers 122 counties, 1613 towns, and 26,500 administrative villages in Guangdong, aiming to accelerate the integration of agriculture, culture, tourism, and sports [2]. - The Huizhou region is leveraging the "Hundred Thousand Project" to create a sustainable development path characterized by ecological beauty, industrial prosperity, and improved livelihoods [2]. Group 2: Tourism Development - The 218-kilometer "Most Beautiful Tourist Road" has attracted a significant number of visitors since its opening in June, with increased foot traffic benefiting local high-end accommodations [6]. - The "Mofang Outdoor Sports Center" has attracted over 30 outdoor sports brands and hosts more than 100 leisure and professional events annually, enhancing the area's appeal [4][6]. Group 3: Economic Impact - The integration of "accommodation economy + unique IP" has created a linear economic belt, with Bo Luo and Longmen counties recognized as "Annual Most Investable Destinations" [7]. - The total investment in key projects in the Guangzhou area is approximately 46.919 billion yuan, with 117 projects planned to enhance rural development [9]. Group 4: Regional Growth Metrics - From 2022 to 2024, the number of tourists and tourism revenue in the region increased from 9.35 million and 11.1 billion yuan to 34.92 million and 24 billion yuan, respectively [9]. - Over the past three years, 57 counties in Guangdong have experienced GDP growth rates exceeding the provincial average, with urbanization rates rising from 44.72% to 46.48% [10].

Core Viewpoint - The integrated supply chain logistics service is a comprehensive, customizable service provided by logistics service providers, characterized by "digital intelligence," aimed at enhancing supply chain and logistics efficiency for various enterprises [1][2]. Group 1: Industry Definition and Classification - Integrated supply chain logistics service is defined as a high-level form of contract logistics where logistics providers offer solutions covering multiple business segments to the same client, integrating dispersed logistics services to enhance cost efficiency [2][5]. - The industry can be categorized into production logistics solutions and circulation logistics solutions based on service nodes, and further segmented by industries such as home appliances, consumer goods, automotive, and others [3][4]. Group 2: Industry Development Status - The market for integrated supply chain logistics solutions in China is rapidly growing, with the market size projected to increase from 1.9 trillion yuan in 2019 to 3.1 trillion yuan in 2024, and expected to reach 3.4 trillion yuan by 2025 [5][6]. - In 2024, the production logistics solutions market is expected to reach 177.3 billion yuan, accounting for 5.72% of the total, while circulation logistics solutions will reach 29,234 billion yuan, making up 94.28% [6]. Group 3: Market Structure and Key Segments - The fast-moving consumer goods (FMCG) sector holds a significant share in the integrated supply chain logistics market, with a projected market size of 520.2 billion yuan in 2024, representing 16.78% of the total [7]. - The automotive and parts sector is also substantial, with an expected market size of 584.7 billion yuan in 2024, accounting for 18.86% of the total, and is anticipated to become the largest segment in the future due to the growth of the electric vehicle market [7]. Group 4: Industry Chain - The upstream of the integrated supply chain logistics service industry includes logistics parks, ports, airports, and transportation networks, along with hardware and technology service providers [9]. - The midstream consists of integrated supply chain logistics service providers, while the downstream includes application fields such as manufacturing and retail [9]. Group 5: Policy Environment - The Chinese government has implemented several policies to promote the development of integrated supply chain logistics services, aiming to enhance logistics efficiency, reduce costs, and optimize the business environment [10]. Group 6: Competitive Landscape - The industry is characterized by a multi-layered competitive landscape with major players such as ZTO Express, JD Logistics, and SF Express, among others, indicating a trend of differentiation and consolidation among leading companies [11][12].

《中国民航报》、中国民航网 记者蒲婉莹 报道：日前，记者从重庆江北机场获悉，12月8日~14日，重 庆江北机场单周国际货邮吞吐量首次突破6000吨，其中出港4484吨、进港1566吨，创开航以来单周货运 量新高，为"重庆造"出海和海外特色商品入渝搭建起高效空中通道。 （重庆江北机场供图） 重庆江北机场近期联合金鹏航空、首都航空等海航系航空公司，以及中国邮政航空、中国货运航空等多 家航空企业，新开重庆—仰光等国际货运航线，加密重庆至哥本哈根、法兰克福、奥斯陆、达卡等热门 航线，目前在飞国际和地区货运航线达20条，每周66班，形成覆盖欧洲、联通东南亚的物流网络。其 中，12月9日首航的重庆—仰光航线，实现实现"当日往返、高效周转"，首航即搭载布料、跨境电商百 货出口，同步运回缅甸生鲜产品、天然珠宝原料。 重庆江北机场相关负责人介绍，随着普通货物、布卷货物稳步输送，冷链货物、重货异形货等持续释 放，北欧三文鱼、东南亚榴莲等进口生鲜通过恒温仓储和通关绿色通道快速入市。针对不同货物特性， 重庆江北机场优化码放标准、细化配装流程，实现运输安全和周转效率双提升。（编辑：许浩存 校 对：陈虹莹 审核：程凌） 此外，重庆江北国 ...

中新网重庆12月18日电 (梁钦卿)记者18日从重庆江北国际机场获悉，12月8日至14日，该机场单周国际 货邮吞吐量首次突破6000吨，其中出港4484吨、进港1566吨，创开航以来单周货运量新高，为"重庆 造"出海和海外特色商品入渝搭建起高效空中通道。 据悉，重庆江北国际机场近期联合金鹏航空、首都航空等海航系航空公司，以及中国邮政航空、中国货 运航空等多家航空企业，新开"重庆至仰光"等国际货运航线，加密哥本哈根、法兰克福、奥斯陆、达卡 等热门航线，目前在飞国际(地区)货运航线达20条，每周66班，形成覆盖欧洲、联通东南亚的物流网 络。其中，12月9日首航的"重庆至仰光"航线实现"当日往返、高效周转"，首航即搭载布料、跨境电商 百货出口，同步运回缅甸生鲜产品、天然珠宝原料。 图为工作人员在重庆江北国际机场搬运货物。重庆江北国际机场供图 此外，重庆江北国际机场还创新中转模式，激活增长潜力。全国首例国际货物"整板直转"业务落地后， 省去货物入仓、出库等中间环节。高效的中转服务吸引顺丰、京东物流、TEMU等头部企业加大在渝集 货力度，让重庆成为中西部跨境电商出海重要口岸。 重庆江北国际机场相关负责人介绍，针对不同货 ...

算法驱动分仓模式，延长生鲜水果销售半径 随着生鲜消费不断向品质化、时效化升级，物流履约能力正成为影响农产品线上销售的重要因素。近 日，抖音电商依托共享仓模式，整合社会优质仓配资源，在东北地区落地生鲜水果专项服务。通过"更 近仓、更快达、更稳定"的履约体系，平台有效延长车厘子销售季，助力柑橘等时令水果畅销全国。同 时，这一模式也在西北牛羊肉等特色产业带品类中加快推广，助力西北产地农牧产品走向全国市场。 抖音电商已于12月1日全面开启2025-2026智利车厘子产季销售。 围绕车厘子、柑橘等生鲜商品，抖音电商在东北地区特别启动专项共享仓服务，专项周期为2025年11月 15日至2026年2月15日，覆盖整个车厘子销售旺季。针对车厘子这一高价值、强时效的生鲜品类，抖音 电商在东北重点布局5个专项仓，包括顺丰物流哈尔滨、长春、沈阳仓，以及京东物流哈尔滨、沈阳 仓。通过优选具备冷链能力和高稳定履约水平的仓配资源，进一步强化生鲜商品的时效与品质保障。 通过"东北入仓"的新模式，车厘子运输链路得到明显优化。数据显示，车厘子从消费者支付到签收的全 程时效缩短超60%，配送效率显著提升。运输时间的压缩，不仅提升消费者的收货体验 ...

根据报告，在全国层面上，2025年，我国经济发展指数为82.6，自2016年以来，经济发展指数年均增幅 达5.26%，经济保持稳中有进的合理增长；社会民生指数为82.3，自2016年以来，社会民生指数年均增 速达到4.4%，民生保障力度不断加大；生态环境指数为86.6，同比上升1.2%，生态环境质量持续改善； 治理保护指数为80.4，同比增长2.6%，治理和保护工作成效显著。 在省（区、市）层面上，《中国可持续发展报告（2025）》使用由4个一级指标、15个二级指标和45个 三级指标构成的中国省级可持续发展指标框架，根据各省（区、市）得分情况，将评价结果由低到高分 为B、B+、H、A、A+五级。经评估测算，2025年度，北京市和上海市获得A+评级，综合发展保持领先 地位。从分项指标上看，东部地区表现整体优于其他地区，在多项指标中获评A+级，西部地区则在生 态环境和治理保护方面具有优势。 《中国可持续发展报告（2025）》由中国国际经济交流中心、美国哥伦比亚大学地球研究院联合京东物 流集团、飞利浦（中国）投资有限公司共同编写。 （文章来源：新华财经） 新华财经北京12月18日电（记者刘旭阳、余蕊）中国可持续发展 ...