Group 1 - FedEx Corporation is identified as a highly attractive investment opportunity in the current market, despite some fundamental challenges [1] - The overall trend for FedEx has been positive, indicating potential for growth [1] Group 2 - Crude Value Insights focuses on cash flow and companies in the oil and natural gas sector, highlighting their value and growth prospects [1] - Subscribers benefit from a comprehensive stock model account and detailed cash flow analyses of exploration and production firms [2]

《中国民航报》、中国民航网 记者肖敏 报道：为深入贯彻落实党中央、国务院关于"降低全社会物流成 本"的决策部署，落实《关于贯彻落实党的二十届三中全会精神 进一步深化民航改革的实施意见》 中"促进航空物流降本提质增效"相关要求，日前，民航局发布《航空物流领域降本提质增效典型案例》 （以下简称《典型案例》）。《典型案例》包括智慧发展类、功能拓展类、空空中转类、改革创新类四 大板块，共22个优秀案例，为民航各单位开展物流降本提质增效工作提供参考。 《典型案例》编制以《有效降低全社会物流成本行动方案》《交通物流降本提质增效行动民航领域实施 方案》《关于贯彻落实党的二十届三中全会精神 进一步深化民航改革的实施意见》《"十四五"航空物 流发展专项规划》《航空物流降本提质增效2025年工作要点》等文件为指导，紧扣航空物流降本提质增 效内在要求，强化智慧创新、模式创新、机制创新，推动结构性、技术性、服务型、制度性降本提质增 效，服务民航高质量发展。 民航局运输司相关负责人介绍，《典型案例》是在前期航空物流综合保障能力提升试点经验基础上，集 聚行业内外资源，组织多家单位，经过单位申报、交流探讨、文稿编纂等环节编写而成的，主要遵 ...

Core Viewpoint - Beijing Wuzi University Information College is focusing on talent cultivation in the smart logistics sector by leveraging artificial intelligence, big data, and IoT technologies, aiming to meet the demands of the economy and society in Beijing [1][8]. Group 1: Talent Cultivation and Educational Approach - The college adheres to the development philosophy of "innovation, cooperation, openness, and striving for excellence," emphasizing a talent cultivation model that integrates theory, technology, management, and development [1][4]. - The college offers five undergraduate programs: Computer Science and Technology, IoT Engineering, Artificial Intelligence, Information Management and Information Systems, and Big Data Management and Applications, forming a multidisciplinary educational system [2][3]. - The college has established a "one-stop" talent cultivation system that includes a dynamic growth profile for students, ensuring tailored educational paths based on individual career goals [9][10]. Group 2: Faculty and Research Strength - The faculty consists of 71 staff members, with 61 full-time teachers, 59% holding senior titles, and 91.8% possessing doctoral degrees, showcasing a high level of academic qualification and youthfulness [4][5]. - The college has built several innovation and research centers, such as the "Beijing Intelligent Logistics System Collaborative Innovation Center," which supports integrated training and practical innovation activities [5][6]. Group 3: Industry Collaboration and Practical Training - The college emphasizes industry-education integration, with 80% of faculty research aligned with practical projects, allowing students to engage in real-world applications of their studies [5][6]. - Students are encouraged to participate in various competitions, enhancing their innovative thinking and practical skills, with notable achievements in national and international contests [5][6]. Group 4: International Collaboration - The college has launched its first international cooperative education program in Big Data Management and Applications with the University of New Haven, integrating AACSB accredited courses [8]. - The program allows students to earn degrees from both institutions, enhancing the value of their education through a blend of technical and business-oriented training [8]. Group 5: Employment Outcomes - The college maintains a high employment rate of over 95% for graduates, with a significant portion finding jobs in information transmission, software, and IT services, often with salaries above average [9][10]. - The employment strategy includes a five-level responsibility network to ensure comprehensive support for students' job placements, with annual outreach to 30-50 companies to create job opportunities [10].

夏日时节 在铁路货运站 长江港口等地 截至5月底 随处可见一派繁忙景象 在合肥派河港铁路物流基地 数百辆国产汽车整齐列队 登上汽车运输专用列车车厢 准备前往哈萨克斯坦、埃及、阿根廷等地 6月17日，在合肥派河港铁路物流基地等待出口的汽车。新华社记者 周牧 摄 今年该物流基地 累计发送铁海联运12785车 同比增长7.2% (A NI . 中 国 參 路 CHINA RAILWAY ID 中秋易发新运输资讯报价公司 www.a No a TBJU 815197 9 200A ( ESS 100 Ω中国铁路 CHINA RAILWAY pl Ball LE PA tt M 在线ar : 25 @ 2 t 11 - (A are in 17 1 1 1 1 1 1 1 6月17日，在合肥派河港铁路物流基地，工作人员将准备出口的汽车装运上汽车运输专用列车车厢。新华社记者 周牧 摄 在芜湖港 工作人员有序装卸集装箱 大批车辆在码头等待出口 5月14日，在安徽省芜湖港朱家桥港区码头，整齐排列的汽车等待装船出口海外。新华社发（肖本祥摄） 2025年1月至5月 芜湖港完成货物吞吐量6575.62万吨 同比增长5.7% 5月1 ...

Core Viewpoint - The company has signed a sales contract with a subsidiary of Meituan Group to provide intelligent logistics cross-belt sorting systems and related services, with a total contract value of $43.3888 million [1] Group 1: Contract Details - The contract duration is from the effective date until both parties fulfill their responsibilities and obligations [1] - The execution of this contract is expected to have a positive impact on the company's future operating performance, although it will not significantly affect the current period's performance [1] Group 2: Risk Factors - Both parties have the capability to fulfill the contract, but there are risks associated with external macroeconomic changes and adjustments in national policies that could prevent timely or complete execution of the contract [1]

（1）"最早"：北京物资学院物流学院是1994年全国高校第一批成立物流管理本科专业；2010年全国最 早开设采购管理专业，并且采购管理专业是全国第一家获得国际采购与供应联盟（IFPSM）国际认证的 本科专业；2019年北京市第一批开设供应链管理专业的学院。 （2）"最全"：物流学院逐渐形成了以物流管理、物流工程、采购管理、供应链管理专业为核心，以质 量管理工程专业为支撑的全系统、全覆盖、全链条的现代物流教育完整体系，形成了国内领先、具有国 际影响力的有特色高水平应用型"物流与供应链人才培养集群"。 （3）"最有亮点"：物流学院始终扎实推进 "中美物流班""中德物流班""中日物流班" 等国际物流班建 设。同时学院与国内外著名高校及京东、顺丰、万纬、中都、中国物流集团等国内物流行业头部企业紧 密合作，精心打造了"双培计划""万纬班"、"顺丰兴趣班"等双元制校企合作模式。 2019年，物流管理专业获批首批国家级一流本科专业建设点，采购管理专业获批首批北京市级一流本科 专业建设点。2020年，物流工程专业获批国家级一流本科专业建设点，质量管理工程专业获批北京市级 一流本科专业建设点。2021年，采购管理专业获批国家级 ...

Core Insights - The express delivery industry in China continues to experience medium to high-speed growth, with May 2025 showing significant increases in both business volume and revenue [2][4]. Industry Performance - In May 2025, the total express delivery volume reached 17.32 billion pieces, representing a year-on-year growth of 17.2% [2][3]. - The express delivery revenue for the same month was 125.55 billion yuan, marking an 8.2% increase compared to the previous year [2][3]. - The average price per delivery decreased to 7.25 yuan, reflecting a decline of 7.6% year-on-year [2][3]. Market Segmentation - In the same month, the volume of intra-city express deliveries was 1.46 billion pieces, up 10.4% year-on-year [2][3]. - The volume of inter-city express deliveries reached 15.55 billion pieces, showing an 18.0% increase [2][3]. - International and Hong Kong, Macau, and Taiwan express deliveries totaled 310 million pieces, with a year-on-year growth of 11.9% [2][3]. Company Performance - SF Express maintained a leading growth rate, with a delivery volume of 1.477 billion pieces, achieving a year-on-year growth of 31.8% [3]. - The revenue from SF Express's logistics services grew by 13.4% year-on-year, sustaining double-digit growth [3]. - Among publicly listed express delivery companies, YTO Express showed strong growth, followed by Shentong Express, while Yunda Express experienced slightly slower growth [3]. Investment Recommendations - The express delivery market in China is expected to maintain medium to high-speed growth, with historical highs in business volume [4]. - The rise of autonomous delivery vehicles is anticipated to enhance operational efficiency and reduce costs across the supply chain, potentially improving company performance [4]. - SF Express is recommended for continued investment due to its effective operational strategies and leading growth [4]. - Positive growth trends in e-commerce logistics suggest investment opportunities in Zhongtong Express, YTO Express, Shentong Express, and Yunda [4].

Core Viewpoint - Xinjiang aims to develop autonomous driving application scenarios and enhance the application of autonomous driving equipment in the logistics sector [1] Group 1: Development Plans - The "Development Plan for Modern Logistics Industry Cluster in Xinjiang (2025-2030)" has been released for public consultation [1] - The plan emphasizes the promotion of modern logistics to foster new business formats [1] Group 2: Technological Advancements - The plan supports the intelligent upgrade of logistics infrastructure, including logistics parks [1] - There is encouragement for the application of intelligent logistics equipment such as AGV robots and intelligent de-stacking manipulators [1] Group 3: Autonomous Driving Initiatives - The plan aims to leverage 5G technology to empower vehicle networking and develop autonomous driving application scenarios [1] - It highlights the reinforcement of applications for autonomous mining trucks, autonomous container trucks, and autonomous trailers [1] Group 4: Low-altitude Logistics - The plan encourages regions with conditions to actively explore low-altitude logistics application scenarios [1] - It specifically mentions the exploration of low-altitude logistics development in Urumqi and Kashgar [1]

证券研究报告：快递|点评报告 发布时间：2025-06-25 行业投资评级 强于大市|维持 行业基本情况 | 收盘点位 | | 2789.29 | | --- | --- | --- | | 52 | 周最高 | 2789.29 | | 52 | 周最低 | 2098.61 | 行业相对指数表现（相对值） 2024-06 2024-09 2024-11 2025-01 2025-04 2025-06 -9% -6% -3% 0% 3% 6% 9% 12% 15% 18% 21% 24% 快递 沪深300 资料来源：聚源，中邮证券研究所 研究所 分析师:曾凡喆 SAC 登记编号:S1340523100002 Email:zengfanzhe@cnpsec.com 快递行业 2025 年 5 月数据点评 顺丰"激活经营"促增速领先，电商快递趋势向好 l 邮政局披露 5 月运营数据，业务量保持中高速增长 邮政局披露 2025 年 5 月邮政行业运行情况。5 月快递业务量 173.2 亿件，同比增长 17.2%，快递业务收入 1255.5 亿元，同比增长 8.2%，快递业务单价 7.25 元，同比下降 7.6%。 细 ...

中新网重庆6月24日电 (张旭)2025年1月至5月，重庆的国际、港澳台快递业务量为457.1万件，同比增长 24%。6月24日，重庆"邮运通"现场推进会在重庆大足举行，这是记者从会议现场获悉的数据。 会议提到，通过争取国家邮政局将国际快递业务经营许可审批事项下放重庆，该市"快递出海"步伐加 快。 据悉，"邮运通"是集寄递物流、农村电商、普惠金融等于一体的新业态新模式，旨在推进农村地 区"交、邮、商、农、供、快"(交通、邮政、商贸、农业、供销社、快递)资源整合，健全农村寄递物流 体系，优化农业社会化服务。 当天的会议现场，重庆市交通运输委员会主任何庆总结了"邮运通"发展取得的阶段性成效，对进一步推 进"邮运通"工作的关键环节、目标任务进行安排部署。 会议指出，重庆"邮运通"工作自2024年7月启动以来，在各级各有关部门、各邮政快递企业的共同努 力、创新探索下，"邮运通"改革实现了"从零到一"的突破，加速整合"交、邮、商、农、供、快"资源， 一体化打造区县、乡镇寄递物流共配中心和村级综合便民服务站，农村三级寄递物流体系更趋完善。 会议强调，2025年，要加快发展集寄递物流、农村电商、普惠金融等于一体的"邮运通" ...