9月30日，兰剑智能盘中上涨2.02%，截至09:52，报38.41元/股，成交1870.78万元，换手率0.48%，总市 值39.44亿元。 资金流向方面，主力资金净流入322.89万元，特大单买入0.00元，占比0.00%，卖出227.52万元，占比 12.16%；大单买入762.40万元，占比40.75%，卖出211.99万元，占比11.33%。 兰剑智能所属申万行业为：机械设备-通用设备-其他通用设备。所属概念板块包括：快递概念、智慧物 流、小盘、跨境电商、机器人概念等。 截至6月30日，兰剑智能股东户数5605.00，较上期减少4.76%；人均流通股18235股，较上期增加 5.00%。2025年1月-6月，兰剑智能实现营业收入6.23亿元，同比增长19.54%；归母净利润4136.26万元， 同比增长11.89%。 分红方面，兰剑智能A股上市后累计派现1.45亿元。近三年，累计派现9492.59万元。 机构持仓方面，截止2025年6月30日，兰剑智能十大流通股东中，鹏华碳中和主题混合A（016530）位 居第八大流通股东，持股131.71万股，为新进股东。 责任编辑：小浪快报 兰剑智能今年以来股价 ...

Group 1 - The Hainan Automotive Modification Alliance and Hainan Intelligent Connected Vehicle Technology Service Center were inaugurated, marking a significant step in the development of the automotive industry in Hainan [2] - Over 3 billion yuan worth of projects were signed during the event, aimed at boosting the high-quality development of the new energy vehicle industry and clean energy initiatives in Hainan Free Trade Port [2] - The automotive modification sector is recognized as a vital part of automotive culture, contributing to the extension of industrial value and the promotion of automotive consumption upgrades [2] Group 2 - Hainan has gathered 18 domestic enterprises and institutions to form the Automotive Modification Alliance, focusing on the development of the automotive modification industry [2] - The establishment of the Intelligent Connected Vehicle (Hainan) Technology Service Center aims to promote the testing industry for intelligent connected vehicles in Hainan, leveraging the province's policy advantages and tropical island characteristics [2] - Strategic cooperation agreements were signed with CATL and other entities to deepen collaboration in areas such as battery swapping stations for passenger and heavy-duty vehicles, energy storage demonstrations, and microgrid projects [3] Group 3 - Shenzhou Car Rental plans to establish a global headquarters for autonomous driving business in Hainan, enhancing the integration of high-level autonomous driving with cultural tourism [3] - Agreements were signed to explore smart logistics models unique to Hainan, aiming to improve logistics efficiency and reduce costs [3]

证券时报记者 陈雨康 9月29日，为期五天的第四届全球数字贸易博览会（简称：数贸会）在杭州落下帷幕。这场吸引了1.1万 多名国际客商的盛会，不仅是世界洞察中国数字经济的一扇窗户，更架起了中外通过数字贸易紧密联通 的"合作之桥"。 数字贸易已成为中国经济的亮丽名片。数贸会期间发布的《中国数字贸易发展报告2025》显示，2025年 上半年，中国可数字化交付的服务贸易1.5万亿元，同比增长6%；跨境电商进出口1.32万亿元，同比增 长5.7%，规模再创历史同期新高……中国数字服务贸易增速远高于全球平均水平，成为在全球范围内 数字服务贸易增长速度最快的经济体。 纵观中国数字贸易的底座，技术领先、市场庞大、产业链齐全等共同构成了核心竞争力。尽管坐拥无可 比拟的优势，中国自始至终都拒绝"零和思维"，并成为了多边主义的坚定拥护者。本届数贸会上展示的 人工智能、智慧物流、金融科技等领域的"中国方案"，也是全球公共产品，将助益发展中国家实现数字 化升级。 例如，中非数字贸易，正有力地促进非洲大陆经济社会发展。通过跨境电商，埃塞俄比亚咖啡、卢旺达 辣椒酱、肯尼亚红茶、加纳巧克力、坦桑尼亚腰果等优质非洲产品进入中国市场。同时，多边 ...

Group 1 - The fourth Global Digital Trade Expo concluded in Hangzhou, attracting over 11,000 international business guests and showcasing China's digital economy as a significant global player [1] - The "China Digital Trade Development Report 2025" indicates that by mid-2025, China's digitally deliverable service trade is expected to reach 1.5 trillion yuan, a year-on-year increase of 6%, while cross-border e-commerce imports and exports are projected to hit 1.32 trillion yuan, growing by 5.7% [1] - China's digital service trade growth rate significantly outpaces the global average, establishing it as the fastest-growing economy in this sector [1] Group 2 - The digital trade between China and Africa is enhancing economic and social development on the continent, with African products like Ethiopian coffee and Kenyan tea entering the Chinese market through cross-border e-commerce [2] - There is a strong complementarity in digital fields between China and Africa, with vast cooperation potential in areas such as digital infrastructure and mobile payment systems [2] - Initiatives focusing on small and medium enterprises, digital infrastructure, and education are helping to bridge the digital divide in Africa, improving the quality of life for its citizens [2] Group 3 - Digital trade, as a new form of deep integration between digital technology and international trade, is becoming a common strategic choice for countries worldwide [3] - Despite the rapid development of digital trade, significant digital divides persist, particularly in developing countries where internet penetration and communication skills lag behind global averages [3] - China's initiatives like the "Silk Road E-commerce" and "Digital Silk Road" aim to provide developing countries with access to the benefits of the digital age, helping to narrow the digital divide and promote shared development [3]

Core Viewpoint - Digital trade has become a significant aspect of China's economy, showcasing its potential for growth and international cooperation through events like the Global Digital Trade Expo [1][2]. Group 1: Digital Trade Growth - During the expo, the "China Digital Trade Development Report 2025" was released, indicating that by the first half of 2025, China's digitally deliverable service trade is expected to reach 1.5 trillion yuan, a year-on-year increase of 6% [2]. - Cross-border e-commerce imports and exports are projected to hit 1.32 trillion yuan, reflecting a year-on-year growth of 5.7%, marking a historical high for the same period [2]. - China's digital service trade growth rate significantly outpaces the global average, positioning it as the fastest-growing economy in this sector [2]. Group 2: Competitive Advantages - China's digital trade is supported by technological leadership, a vast market, and a complete industrial chain, which together form its core competitive advantages [2]. - The country advocates for multilateralism and has consistently rejected a zero-sum mindset, promoting global public goods through its digital solutions in areas like artificial intelligence and fintech [2]. Group 3: International Cooperation - The digital trade initiatives are enhancing economic and social development in Africa, with products like Ethiopian coffee and Kenyan tea entering the Chinese market through cross-border e-commerce [2]. - Cooperation between China and Africa focuses on key areas such as small and medium-sized enterprises, digital infrastructure, healthcare, and education, aiming to bridge the digital divide [3]. - China's initiatives like "Silk Road E-commerce" and "Digital Silk Road" are designed to inject new momentum into the economy and help developing countries benefit from the digital age [3].

Core Insights - The supply of essential goods is abundant and prices remain stable as the National Day and Mid-Autumn Festival approach, with various regions increasing stock and enhancing monitoring to meet holiday consumption needs [1][4][11] Supply Chain and Logistics - A large supermarket in Beijing has revamped its store with over 13,000 product varieties, including new items like crabs and specialty mooncakes to cater to holiday demand [4] - Health-conscious products are increasingly in demand, leading to a threefold increase in overall stock levels compared to regular days, with additional logistics support planned for the holiday period [7] - In Hangzhou, a digital traceability system is being utilized to ensure the safety and health of holiday supplies, allowing consumers to verify product origins and safety reports via mobile [7] - Extended supermarket hours in regions like Jiangxi and Jiangsu are facilitating consumer purchases, with a focus on inspecting seasonal foods like vegetables and mooncakes [9] Technology in Supply Chain - The use of advanced logistics technology, including drones and smart sorting centers, is enhancing the efficiency of fresh food delivery, ensuring high-quality products reach consumers quickly [11][20] - In Fujian, a "half-hour freshness chain" for fish is operational, ensuring rapid delivery from catch to cold storage [13][15] - The introduction of cold transport unmanned vehicles in Jiangsu is expected to improve delivery times by over 30% by 2025 [18] Market Trends in Mooncakes - The mooncake market is characterized by a blend of traditional and innovative offerings, with new flavors and designs appealing to consumers [21][29] - Sales of mooncakes have surged, with some stores reporting peak sales as the holidays approach, indicating strong consumer interest [25][27] - Data shows that health considerations are paramount for consumers, with 73% prioritizing healthy ingredients and a significant rise in low-sugar and additive-free products [29]

每经AI快讯，有投资者在投资者互动平台提问：公司有没有研发机器人？ 万 科Ａ（000002.SZ）9月29日在投资者互动平台表示，在物流仓储领域，公司下属子公司万纬物流正 与深铁集团合作探索"轨道交通+机器人配送"场景，基于地铁商户物流配送难、效率低等痛点，将轨道 交通与无人配送机器人相结合，通过AI调度算法+机器人技术自主完成地铁换乘、站点配送等全流程操 作，成为全球首个实现地铁无人配送的商业化案例，开创了智慧物流与城市轨道交通融合的新模式，详 情请见《万科2025年半年度报告》。目前公司自身暂无涉足人形机器人开发的计划。 （记者 胡玲） ...

分红方面，天奇股份A股上市后累计派现1.82亿元。近三年，累计派现1185.11万元。 机构持仓方面，截止2025年6月30日，天奇股份十大流通股东中，香港中央结算有限公司位居第六大流 通股东，持股281.90万股，相比上期减少142.89万股。 资料显示，天奇自动化工程股份有限公司位于江苏省无锡市惠山区洛社镇洛藕路288号，成立日期1997 年11月18日，上市日期2004年6月29日，公司主营业务涉及自动化输送系统、自动化仓储系统以及为提 供技术支撑的系统集成控制软件,风力发电机组、零部件的开发、设计、制造及售后服务;报废汽车回收 拆解与再生资源综合利用。主营业务收入构成为：汽车智能装备62.73%，重工机械事业部14.54%，锂 电池循环事业部11.02%，循环装备事业部4.87%，散料输送设备4.83%，其他2.02%。 天奇股份所属申万行业为：机械设备-专用设备-其他专用设备。所属概念板块包括：小盘、智慧物流、 节能环保、固废处理、快递概念等。 截至6月30日，天奇股份股东户数6.10万，较上期增加2.55%；人均流通股5808股，较上期减少2.34%。 2025年1月-6月，天奇股份实现营业收入1 ...

9月29日，兰剑智能盘中上涨2.04%，截至10:14，报38.05元/股，成交2644.50万元，换手率0.69%，总市 值39.07亿元。 分红方面，兰剑智能A股上市后累计派现1.45亿元。近三年，累计派现9492.59万元。 资金流向方面，主力资金净流入292.36万元，特大单买入137.24万元，占比5.19%，卖出203.53万元，占 比7.70%；大单买入790.07万元，占比29.88%，卖出431.42万元，占比16.31%。 机构持仓方面，截止2025年6月30日，兰剑智能十大流通股东中，鹏华碳中和主题混合A（016530）位 居第八大流通股东，持股131.71万股，为新进股东。 兰剑智能今年以来股价涨101.96%，近5个交易日跌1.19%，近20日涨3.34%，近60日涨24.22%。 责任编辑：小浪快报 资料显示，兰剑智能科技股份有限公司位于山东省济南市高新区龙奥北路909号海信龙奥九号1号楼19 层，成立日期2001年2月23日，上市日期2020年12月2日，公司主营业务涉及从事智能仓储物流自动化系 统的研发、设计、生产、销售及服务。主营业务收入构成为：机器人智慧物流系统94.22% ...

南航物流将一体化智慧物流平台深度嵌入湾区跨境电商产业带，实现跨境电商物流全流程可视化。在行 业内率先应用国际航空运输协会ONE Record标准，与跨境电商产业实现数据共享。 为进一步提升货运效率与客户体验，南航物流对订舱和制单业务重新进行梳理，通过信息化手段实现国 内邮单的数字流程，减少了纸质单据的提交、保管、数据核对等中间操作环节，向着绿色物流目标迈 进。随着国内电子邮单的推广，航空公司可减少纸质单据传递的工作环节，提高上下游单位的工作效 率，节省纸质票证传递的成本，进一步促进提升货运数字化水平。 南航物流通过智慧化、创新化、数字化与绿色化的深度融合实践，持续优化航空物流服务体系，有力支 撑现代商贸物流产业降本增效与高质量发展，为构建高效畅通的国民经济循环贡献航空力量。 在构建智慧物流新模式方面，南航物流加速货站智能化升级，加大智能化技术和设备研发投入，积极引 入先进的智能化设施，提升货物收运、仓储、进出港、中转运行效率。南航物流自主研发3D智能验板 系统，解决集装货物板型轮廓人工校验精准度低、溯源难、耗时长等问题，优化验板操作流程，提高货 站验板效率和准确性，保证货物的安全高效运输。 随着经济快速发展， ...