郑州在八月末迎来了一场全球电商界的瞩目盛事——"2025郑州国际跨境电商交易博览会"。此次博览会 以"携手全球，共筑电商辉煌"为主题，自8月28日持续至30日，为期三天，汇聚了全球电商领域的精英 翘楚。 博览会的规模蔚为壮观，展览面积突破2万平方米大关，参展阵容星光熠熠。近百家跨境电商服务企业 和超过400家源头工厂齐聚一堂，吸引了超过3万人次的专业观众前来共襄盛举。这里不仅展示了跨境电 商领域的最新科技成果与前沿趋势，更为与会者搭建了一个高端的交流与合作平台。 在博览会上，亚马逊、阿里国际站、eBay、TikTok Shop等国际电商平台悉数登场，展示了各自在跨境 电商领域的最新战略与成功案例。同时，博览会还涵盖了物流、支付、合规、海外仓、供应链等关键环 节，为参会者提供了一站式、全方位的跨境电商服务资源对接平台，助力企业扬帆出海。 中国（大理）跨境电子商务综合试验区在此次博览会上大放异彩，成为展会的一大焦点。大理州商务局 精心策划，组织了大理综试区的多家企业和商协会参展，带来了50余款独具大理特色的工艺品和农产 品，如精美的银饰、木雕、扎染以及优质的牛奶、核桃等，吸引了众多参展商和观众的驻足围观。 大理展 ...

今天（9月2日）上午，塞尔维亚总统武契奇乘机抵达北京，他将出席中国人民抗日战争暨世界反法 西斯战争胜利80周年纪念活动。 武契奇总统曾多次来华访问并表示，中国是塞尔维亚最为宝贵的朋友，一直为塞提供无私支持帮 助，助力塞发展经济、改善民生。塞尔维亚是中国在欧洲的重要合作伙伴，也是最早响应、参与和 推进共建"一带一路"倡议的欧洲国家之一。2024年，中塞两国元首共同签署了构建新时代中塞命 运共同体的联合声明，开启中塞关系历史新篇章。 来源： 央视新闻微信公众 号 9月1日 晚间 ，多国领导人乘高铁抵达北京， 将出席中国人民抗日战争暨世界反法西斯战争胜利 80周年纪念活动。此前，他们应邀出席在天津举行的上合组织峰会。 乌兹别克斯坦总统米尔济约耶夫抵达北京 乌兹别克斯坦是上合组织创始成员国之一。2024年1月，中乌两国元首共同宣布发展中乌新时代全 天候全面战略伙伴关系，在更高起点上构建中乌命运共同体。 哈萨克斯坦总统托卡耶夫抵达北京 哈萨克斯坦是上合组织创始成员国之一，也是共建"一带一路"首倡之地。在两国元首亲自擘画下， 中哈关系正处于历史最好时期。中哈永久全面战略伙伴关系不断深化，在涉及彼此核心利益问题上 坚定相互 ...

今天（9月2日）上午，塞尔维亚总统武契奇乘机抵达北京，他将出席中国人民抗日战争暨世界反法西斯战争胜利80周年纪念活动。 武契奇总统曾多次来华访问并表示，中国是塞尔维亚最为宝贵的朋友，一直为塞提供无私支持帮助，助力塞发展经济、改善民生。塞尔维亚 是中国在欧洲的重要合作伙伴，也是最早响应、参与和推进共建"一带一路"倡议的欧洲国家之一。2024年，中塞两国元首共同签署了构建 新时代中塞命运共同体的联合声明，开启中塞关系历史新篇章。 9月1日 晚间 ，多国领导人乘高铁抵达北京， 将出席中国人民抗日战争暨世界反法西斯战争胜利80周年纪念活动。 此前，他们应邀出席在 天津举行的上合组织峰会。 乌兹别克斯坦总统米尔济约耶夫抵达北京 乌兹别克斯坦是上合组织创始成员国之一。2024年1月，中乌两国元首共同宣布发展中乌新时代全天候全面战略伙伴关系，在更高起点上构 建中乌命运共同体。 哈萨克斯坦是上合组织创始成员国之一，也是共建"一带一路"首倡之地。在两国元首亲自擘画下，中哈关系正处于历史最好时期。中哈永久 全面战略伙伴关系不断深化，在涉及彼此核心利益问题上坚定相互支持。 巴基斯坦总理夏巴兹抵达北京 巴基斯坦是上合组织成员国。中国 ...

Group 1: Overall Industry Insights - The transportation sector's revenue and profit showed year-on-year growth in H1 2025, with total revenue reaching 17,351 billion yuan, up 1.8%, and net profit attributable to shareholders at 949 billion yuan, up 4.3% [2] - In Q2 2025, the transportation sector maintained stable revenue at 8,981 billion yuan, with a net profit of 477 billion yuan, reflecting a 6.3% increase year-on-year [2] Group 2: Express Delivery Sector - The express delivery business volume in H1 2025 reached 957 billion pieces, a year-on-year increase of 19.3%, while the average price per piece was 7.5 yuan, down 8% [2] - In Q2 2025, the express delivery volume was 505.9 billion pieces, up 17% year-on-year, with an average price of 7.39 yuan, down 7% [2] - The express delivery segment's revenue grew by 10% year-on-year in H1 2025, but net profit remained flat; in Q2 2025, revenue increased by 11%, while net profit declined by 1% due to performance drops in franchise express companies [2] Group 3: Aviation Sector - The aviation sector turned profitable in Q2 2025, with a revenue increase driven by passenger volume growth; H1 2025 saw a 7% revenue increase and a 71% rise in net profit attributable to shareholders [3] - National civil aviation passenger volume reached 3.7 billion in H1 2025, up 6% year-on-year, with international passenger volume increasing by 25% [3] - The airport segment also experienced revenue growth of 6% in H1 2025, with net profit increasing by 26% [3] Group 4: Shipping Sector - The shipping sector maintained a stable outlook, with H1 2025 revenue up 2.8% but net profit down 2.8% [4] - The container shipping index (CCFI) averaged 1,252.63 points, down 8.2% year-on-year, while the PDCI index increased by 10.6% [4] Group 5: Port Sector - National port cargo throughput reached 5.7 billion tons in H1 2025, up 2.5% year-on-year, with revenue growth of 5% and net profit growth of 10% [5] - Container port throughput increased by 6.9% year-on-year, with notable performances from major ports like Ningbo and Qingdao [5] Group 6: Road and Rail Sectors - The road sector saw a 3.03% decline in revenue in H1 2025, but net profit increased by 3.4% [5] - The railway sector's revenue was 778 billion yuan, up 0.4%, while net profit decreased by 11.2% [6]

Core Viewpoint - Serbian President Aleksandar Vučić arrived in Beijing to attend the 80th anniversary commemorative event of the victory in the Chinese People's War of Resistance Against Japanese Aggression and the World Anti-Fascist War [1] Group 1 - President Vučić has made multiple visits to China and regards China as Serbia's most valuable friend, providing selfless support to aid Serbia's economic development and improve people's livelihoods [4] - Serbia is an important partner for China in Europe and was one of the first European countries to respond to, participate in, and promote the Belt and Road Initiative [4] - In 2024, the leaders of China and Serbia jointly signed a declaration to build a community with a shared future in the new era, marking a new chapter in Sino-Serbian relations [4]

Group 1 - The cement industry is experiencing price increases and cost reductions, leading to profit recovery, with strong performance in overseas markets and ongoing supply-side checks on overproduction [1][2] - The consumption building materials sector remains at a low point, but signs of recovery are emerging in Q2 among leading companies; balance sheet repairs are a slow variable, with different companies adopting varying paces in cost control and transitioning from extensive to high-efficiency operations [2] - The fiberglass industry is benefiting from high demand for specialty fiberglass driven by AI, while traditional fiberglass margins continue to improve on a month-over-month basis [1][2] Group 2 - The glass industry is in a bottoming phase, with ongoing observation of supply-side changes [2] - Investment recommendations highlight optimism for AIPCB upstream new materials, where leading companies have high technical barriers and rapid product upgrades, likely maintaining first-mover advantages; there is also a positive outlook for "Belt and Road" initiatives, focusing on leading companies in tiles, cement, and fiberglass in Africa, as well as domestic paint leaders benefiting from internal competition and gradually emerging growth trends [2]

Investment Rating - The report maintains a "Buy" investment rating for the company [9] Core Views - The company has achieved significant revenue growth, with a 48.50% increase in revenue to 880 million yuan in the first half of 2025 compared to the same period in 2024, and a 20.35% increase in net profit attributable to shareholders [4][5] - The company is accelerating its smart transformation and internationalization strategy, leveraging technological innovation to enhance its competitive edge [5][6][7] Summary by Relevant Sections Market Performance - The material handling machinery industry in China is experiencing steady growth and structural optimization, with an import and export total of 18.877 billion USD, reflecting a 9.50% year-on-year increase [5] International Business Expansion - The company's overseas business has made significant breakthroughs, with revenue from Africa reaching 438 million yuan, a 34.22% increase year-on-year [6] - The company signed a major EPC contract worth 406 million USD for an alumina conveyor system in Guinea, enhancing its international operational capabilities [6] Research and Development - The company increased its R&D investment to 27.6263 million yuan, a 28.00% year-on-year growth, focusing on technological innovation [7] - Successful development of the V1.0 smart industrial inspection robot in collaboration with Huawei, which has been deployed in Guinea [7][8] Profit Forecast - Revenue projections for 2025-2027 are 2.262 billion, 3.105 billion, and 4.036 billion yuan respectively, with corresponding EPS of 1.14, 1.72, and 2.45 yuan [9][11]

Group 1 - The 2025 Latin America and Caribbean Investment Promotion Conference was successfully held, emphasizing the importance of deepening China-Latin America cooperation [5][6] - The conference highlighted the role of Chinese private enterprises as a driving force for economic growth and strategic cooperation with Latin America [5][6] - The event featured participation from over 100 representatives, including ambassadors and business leaders from various Latin American countries [5][6] Group 2 - The theme of the 2025 China-Latin America and Caribbean Industry Exchange Conference was "Civilization Dialogue, Creative Coexistence," aimed at enhancing cultural exchange and cooperation [11][15] - A support plan for enterprises going abroad was officially launched during the exchange conference, indicating a commitment to assist Chinese companies in international markets [15] - The conference included discussions on cultural tourism innovation and technology integration, showcasing the potential for collaboration in these sectors [15] Group 3 - Zhejiang Zhongnan Group, represented by its chairman, actively participates in promoting Chinese culture globally and strengthening economic and cultural ties with Latin America [17][18] - Zhongnan Group has a long-standing relationship with Latin America, having produced and broadcast numerous animated series in local languages since 2009 [18] - The company has engaged in various collaborative projects and events in Latin America, enhancing its international presence and cultural exchange [18]

副省长宋军继参加。（记者 李子路 于新悦） 9月1日上午，省委书记林武在山东大厦会见了保加利亚社会党主席、政府副总理扎菲罗夫一行。 扎菲罗夫表示，非常高兴来到美丽的山东访问。我们愿深度参与"一带一路"倡议、中国—中东欧国 家合作机制，与山东深化农业、基础设施、物流、科教、文旅等领域务实合作，欢迎更多山东企业来保 加利亚投资兴业。 林武对客人的到来表示热烈欢迎，并介绍了山东经济社会发展情况。他说，山东是中国的人口大 省、文化大省、经济大省。我们深入学习贯彻习近平主席视察山东重要讲话和重要指示批示精神，锚 定"走在前、挑大梁"，稳扎稳打、踏踏实实做好各项工作，努力成为北方地区经济重要增长极，奋力谱 写中国式现代化山东篇章。保加利亚是山东在中东欧地区的重要合作伙伴，近年来，双方认真落实两国 元首重要共识，交流交往取得丰硕成果，各领域合作不断深化。希望双方持续提升经贸合作水平，深化 基础设施建设、农产品加工、农业科技创新、文化旅游等领域合作，推动更多项目落地，增进地方交往 和人文交流，努力开创互利共赢新局面。 ...

1-7月，全市出口新能源电动汽车货值达4.4亿元 了解到企业困境后，淄博迅速组织海关、税务等部门开展实地调研，精准对接企业需求。一方面， 通过举办新能源汽车出口政策宣讲会，为企业详细解读政策要点；另一方面，设立"一对一"专线服务机 制，统筹解决企业出口环节中的各类问题，指导企业规范完成集货、仓储、报关等业务流程，充分释放 政策红利，以精细化、个性化服务为企业出口"铺路搭桥"。 除了出口环节的精准帮扶，在产品生产源头，各部门同样形成合力为企业赋能。不仅有淄博海关定 期派遣技术专家深入企业，淄川经济开发区更联合多部门形成合力，共同指导企业完善质量管理体系， 帮助企业建立从原材料采购、生产加工到成品检测的全过程质量控制机制，依据各国不同的技术标准和 法规要求，为企业提供针对性改进建议，确保产品符合目标市场的准入条件。 在全球能源结构转型的大背景下，新能源汽车行业异军突起，吉利雷达新能源皮卡因其优秀的品质 在中国皮卡市场已占据领先地位，新能源皮卡市场占有率连续三年第一。而吉利雷达淄博智慧工厂作为 中国首个新能源皮卡工厂，更是为产品品质保驾护航。 在深耕国内市场的同时，吉利雷达积极布局海外，向着全球市场发起冲击。截至目 ...