"单车年降本达12万元，减碳98吨。" 当中国快递协会会长高洪峰直言，我国物流行业82%的运量依靠公路运输，但是，成本与环保 的双重夹击下，干线物流企业利润率已经被压缩到极其敏感的程度。三一重卡选择此时推出专 为快递物流干线而打造的江山SE636，其降本和减碳表现，自然被视为破解行业困局的密钥。 那么，三一重卡为何选择此时进入该细分市场，其又将为行业变革带来哪些新动向？请看第一 商用车网的分析报道。 政策定调与产业升级 零碳物流进入加速周期 快递物流不仅是企业上下游产业链相互链接的重要渠道，同样与人们的日常生活息息相关，是 保障民生的重要环节，所以，快递物流的发展不仅受市场规律的影响，也是国家政策调控和管 理的重要对象。 当下，新能源物流车行业从星星之火已呈燎原之势般的席卷各个细分市场，既带来了运输效率 上的革命，更从根本上重塑了物流企业的成本结构，让新能源化普及程度尚且处于起步阶段的 快递干线从业者，看到了提升公司经营效益的新希望。 不仅是企业层面，中国交通运输协会综合交通分会会长李作敏在江山SE636新车发布会现场发 言中表示，2024年4月，交通运输部等十部门联合发布《关于推动交通运输与能源融合发展的 ...

中新社北京7月2日电(记者 阮煜琳)中国物流与采购联合会2日发布数据显示，6月份，中国物流景气指数 为50.8%，较上月回升0.2个百分点。中国物流与采购联合会副会长何辉表示，6月份指数回升，继续保 持扩张态势，今年以来连续4个月处在扩张区间。 分项指数中，业务总量指数、新订单指数、库存周转次数指数、资金周转率指数、固定资产投资完成额 指数、从业人员指数和业务活动预期指数等关键指标仍处在扩张区间。 中国物流信息中心副总经济师胡焓表示，6月份，业务总量指数为50.8%，今年以来连续4个月处在扩张 区间。部分物流领域继续扩张，季节性特征明显。分行业看，道路运输、铁路运输、航空运输、邮政快 递等行业业务总量指数均在景气区间，受网络购物和季节性生鲜冷链商品需求带动，邮政快递业和航空 运输业业务总量指数分别为69.3%和52%，扩张态势明显。部分地区调研企业反映航空物流业务中，应 季果蔬、冷链花卉不仅业务总量保持回升，新订单业务量也保持回升态势。 胡焓认为，6月份进入汛期，行业物流发展呈现一定季节性特征。从有利因素看，迎峰度夏煤炭运输需 求较好，暑期出行促进文旅、电商和户外产品需求旺盛，数据显示铁路运输、道路运输、电商 ...

Core Viewpoint - FedEx has received the "Pharmaceutical Logistics Independent Validation Excellence Center" certification from IATA for its Asia-Pacific hub at Guangzhou Baiyun International Airport, marking it as the first global logistics company to achieve this certification in both air hub and ground operations [1] Company Summary - FedEx's certification ensures the highest standards in handling and transporting temperature-sensitive healthcare products, such as pharmaceuticals and vaccines, within its air logistics network [1] - The President of FedEx China, Xu Baoyan, emphasized the growing demand for professional logistics services in China's healthcare sector, highlighting the company's unique advantages in providing one-stop global delivery services and intelligent digital solutions [1] - FedEx's data indicates that the Chinese pharmaceutical logistics market is expected to experience significant growth, with a projected compound annual growth rate (CAGR) of 10% to 12% from 2025 to 2030 [1] Industry Summary - In the healthcare and pharmaceutical sectors, air logistics customers require closed-loop temperature control services to ensure product stability and efficacy [1] - FedEx leverages decades of expertise, a robust global transportation network, and customized time-sensitive delivery services to provide tailored solutions for clinical trials, biopharmaceuticals, and vaccine transportation [1] - FedEx operates global life sciences centers located in Incheon (South Korea), Singapore, Tokyo (Japan), Mumbai (India), Memphis (USA), and Veldhoven (Netherlands), with 19 core facilities worldwide adhering to the quality framework of the Pharmaceutical Logistics Independent Validation Excellence Center by May 2025 [1]

中国物流与采购联合会发布的2025年6月份中国物流景气指数为50.8%，较上月回升0.2个百分点。中国 物流与采购联合会副会长何辉认为，6月份指数回升，继续保持扩张态势，今年以来连续4个月处在扩张 区间，同时行业物流发展呈现一定的季节性特征。后期来看，随着供应链上下游需求有序衔接，市场预 期趋好趋稳，业务活动预期指数连续4个月在55%以上高景气区间。 ...

Core Viewpoint - NITORI, Japan's largest home goods chain, initially planned to expand aggressively in mainland China but has since shifted to a contraction strategy, closing numerous stores within a year, raising questions about its market judgment and operational strategy [2][8]. Group 1: Financial Performance - For the fiscal year 2024, NITORI reported sales of 928.9 billion yen (approximately 45.91 billion RMB), a year-on-year increase of 3.7%, but operating profit decreased by 5.8% to 120.3 billion yen (approximately 5.95 billion RMB), and net profit fell by 11.1% to 76.89 billion yen (approximately 3.8 billion RMB) [2]. - The company's pure sales from its brand business reached 821 billion yen (approximately 40.58 billion RMB), reflecting a 4.5% year-on-year growth, indicating overall performance was subpar with two consecutive years of revenue growth but profit decline [2][4]. Group 2: Market Structure and Strategy - The sales structure shows that physical stores accounted for 76.6% of total sales, a decrease of 2.5 percentage points, while online sales and overseas markets saw increases, highlighting significant growth in online and international business despite volatility in the mainland China market [3][4]. - NITORI's international expansion strategy includes opening 54 new stores overseas in the fiscal year 2024, with 23 of those in mainland China, indicating a focus on international growth despite domestic challenges [8][9]. Group 3: Operational Adjustments - NITORI plans to adjust its store opening strategy in mainland China, aiming for a more rational approach by focusing on smaller, high-yield locations and enhancing product offerings to improve sales per square meter [11][12]. - The company is also revising its supply chain management to reduce costs and improve efficiency, indicating a proactive approach to adapt to changing market conditions [11][12]. Group 4: Competitive Landscape - NITORI's performance is contrasted with that of MUJI, which has seen significant growth in health and beauty product sales, suggesting that NITORI may be lagging in product innovation and market appeal [15][16]. - The company is entering the saturated home appliance market, which poses risks given the lack of growth potential in this sector, highlighting a strategic shift that may not align with market trends [18][19]. Group 5: Digital Transformation - NITORI is focusing on enhancing its internal IT systems to support operational efficiency, with plans to increase its IT workforce and improve digital capabilities, reflecting a commitment to modernizing its business processes [21][23]. - The company emphasizes the importance of cultivating a skilled workforce capable of leveraging digital tools, which is crucial for achieving long-term strategic goals [24][26].

央视网消息：中国物流与采购联合会7月2日公布6月份中国物流业景气指数。随着需求进一步向好，物流业务量保持扩张，景气水平进一步提 高。 6月份，中国物流业景气指数为50.8%，较上月上升0.2个百分点。从分项指数看，业务总量指数2025年以来连续4个月处在扩张区间。分地区 看，中部地区和西部地区业务总量指数高于全国水平。 分行业看，道路运输、铁路运输、航空运输、邮政快递等行业业务总量指数均在扩张区间。受网络购物和季节性生鲜冷链商品需求带动，邮政 快递业和航空运输业业务总量指数分别为69.3%和52%，扩张态势明显。 中国物流信息中心主任刘宇航表示，2025年上半年，物流需求保持持续回升态势，特别是围绕消费板块，电商物流服务的及时性、履约度逐步 提升，支撑整个电商在新鲜农副产品板块物流需求的增长。 专家表示，6月份物流发展呈现一定的季节性特征。迎峰度夏煤炭运输需求较好，以旧换新带动家电3C产品订单上升，暑期出行促进文旅、电 商和户外产品需求旺盛。数据显示，铁路运输、道路运输、电商快递等领域需求都保持了回升的态势。 投资增长平稳 市场预期进一步向好 从投资情况来看，6月份，物流基础设施投资保持平稳增长，固定资产投资 ...

7月2日，中国物流与采购联合会发布的2025年6月份中国物流景气指数为50.8%，环比回升0.2个百分 点。从分项数据看，业务总量和服务价格双双回升。 不过分析也指出，今年全国多地进入汛期较早，异常天气较多，局地持续高温和强降雨过程对物流高效 畅通带来一定压力，建议做好运力保障方案和应急预案。同时，行业企业盈利能力和资金周转仍存在压 力，建议增强物流"走出去"预判分析，持续优化市场秩序。 对于改善企业经营活力和提升盈利能力，专家建议增强物流"走出去"预判分析，多措并举治理行业"内 卷式"竞争，持续优化市场秩序。 前述专家指出，部分地区调研企业反映航空物流业务中，应季果蔬、冷链花卉不仅业务总量保持回升， 新订单业务量也保持回升态势。 服务价格回升但盈利能力持续承压 服务价格方面，分行业看，铁路运输业、道路运输业、水上运输业、航空运输业、邮政快递业物流服务 价格指数分别回升0.2个、0.1个、0.4个、0.2个和0.2个百分点。 "尽管服务价格有所回升，但面临'内卷式'竞争和经营压力持续上升，盈利能力和资金周转仍存在压 力。"中国物流信息中心的专家表示。 数据显示，6月份主营业务成本指数环比上升0.3个百分点，铁 ...

时政要闻 《通知》明确，今年政府采购领域整治重点内容依旧聚焦"四类"违规违法行为。如采购人倾斜照顾本地 企业，指向特定供应商或特定产品，以供应商注册地、所有制形式、组织形式、股权结构、投资者国 别、经营年限、经营规模、财务指标等不合理条件对供应商实行差别歧视待遇；代理机构违规收费、逾 期退还保证金；供应商提供虚假的检测报告、认证证书、合同业绩、中小企业声明函等材料谋取中标； 供应商投标文件相互混装、异常一致，投标保证金从同一账户转出，委托同一单位或个人编制投标文 件、办理投标事宜等恶意串通行为。 金融监管总局等两部门：未来五年基本建成高质量综合普惠金融体系，强化民营企业信贷支持 近日，金融监管总局、中国人民银行联合发布《银行业保险业普惠金融高质量发展实施方案》（以下简 称《实施方案》），从优化普惠金融服务体系、巩固提升普惠信贷体系和能力、加强普惠保险体系建 设、组织保障等方面出发，提出六部分16条措施。 《实施方案》强调，实现普惠金融高质量发展，必须加强党中央集中统一领导，供给多层次、多样化的 普惠金融服务，持续提升覆盖面和可得性，推动降低综合成本，不断提升普惠金融服务人民群众生产生 活的能力和水平。 《实施 ...

Core Viewpoint - The China Logistics and Purchasing Federation announced that the logistics industry prosperity index for June is 50.8%, reflecting a 0.2 percentage point increase from the previous month [1] Investment Situation - In June, logistics infrastructure investment maintained steady growth, with the fixed asset investment completion index rising to 54.5%, an increase of 0.3 percentage points month-on-month [1] - Since February, the fixed asset investment completion index has shown a continuous upward trend month by month [1] - All sectors, except for warehousing, have shown recovery, with key projects in transportation logistics hubs progressing smoothly [1] Sector Performance - Fixed asset investment completion index for water transport, air transport, and postal express industries increased by 0.5, 0.4, and 0.3 percentage points respectively [1] - The business activity expectation index has remained above 55% for four consecutive months, indicating a high prosperity level [1] - The business activity expectation indices for railway transport, air transport, and postal express are 55.3%, 58.7%, and 57.4% respectively [1]

Core Viewpoint - The logistics industry in China is experiencing an upward trend in business volume and overall prosperity, with the logistics prosperity index reaching 50.8% in June, an increase of 0.2 percentage points from the previous month [1] Industry Performance - The total business volume index has remained in the expansion zone for four consecutive months this year [1] - The central and western regions of China have business volume indices that exceed the national average [1] - Various sectors, including road transport, rail transport, air transport, and postal express, are all showing indices within the expansion range [1] Specific Sector Insights - The postal express and air transport sectors have particularly strong performance, with business volume indices of 69.3% and 52% respectively, driven by online shopping and seasonal demand for fresh cold chain products [1] - Seasonal characteristics are evident in logistics development for June, with increased coal transport demand due to summer peak seasons, and a rise in orders for home appliances and 3C products driven by trade-in programs [1] - The summer travel season is boosting demand in tourism, e-commerce, and outdoor products, with data indicating a recovery in demand across rail transport, road transport, and e-commerce express sectors [1]