专注全球化、硬科技报道。36kr旗下官方账号。 海外营收自2022年出海初期不足10%快速增长至当前的40%。 文 ｜ 胡依婷 编辑 ｜ 袁斯来 来源｜ 硬氪（ID： south_36kr ） 封面来源 ｜ 企业供图 以下文章来源于硬氪 ，作者胡依婷 硬氪 . 自成立以来，劢微机器人推出了"搬运-存取-调度-运维"智能物流的全链路解决方案，已研发包括30余款移动机器人产品，如全品类的无人叉车、AMR、无 人牵引车及四向穿梭车，打通存取和搬运全场景，覆盖所有主流场内需求。 这些产品还可解决客户现场的特定场景问题，适配复杂场景。例如，劢微机器人为攻克冷库内-25℃低温环境稳定运行的技术难题，推出了光通讯技术以保 障网络安全；以及发布行业首款开箱即用版新形态无人叉车劢小微X1，开创无损兼容田字托盘的首款无人叉车X20S等。 技术方面，劢微机器人从底层的导航、感知、控制、调度、安全等算法，再到WMS、RCS、WCS等上层系统及劢微云软件系统均已实现全栈自研，核心零 部件（例如激光雷达、测距传感器、核心控制器等）的自研率超过80%。 劢微机器人还推出AI天眼系统，可覆盖存取与搬运全场景核心需求，实现灵活部署；集群调度系 ...

Core Viewpoint - The stock of Xishanghai (605151) has shown significant volatility and growth, with a recent price increase and notable trading activity, indicating potential investor interest and market dynamics. Trading Information Summary - Xishanghai's stock reached a closing price of 19.25 yuan on June 13, 2025, up 4.34% from the previous week, with a maximum price of 23.0 yuan during the week, marking a near one-year high [1] - The stock was listed on the "Dragon and Tiger List" twice in the past five trading days due to price fluctuations exceeding 15% and a cumulative price deviation of over 20% [2][6] Institutional Research Highlights - For the fiscal year 2024, Xishanghai reported a revenue of approximately 1.62 billion yuan, reflecting a year-on-year growth of 26.92%, and a net profit of approximately 35 million yuan [3] - The company's total assets reached approximately 2.88 billion yuan, a 36.64% increase year-on-year, with net assets of approximately 1.36 billion yuan [3] - Strategic initiatives include business transformation through acquisitions, enhancing product lines, and focusing on the electric vehicle sector to drive revenue growth [3] - Research and development investment for 2024 was approximately 56.92 million yuan, a 22.51% increase, aimed at improving manufacturing processes and technology [3] Business Strategy and Synergy - The company is leveraging a dual business model of "automotive parts manufacturing + automotive logistics" to enhance customer loyalty through resource integration and efficiency optimization [4]

以下文章来源于硬氪 ，作者胡依婷 硬氪 . 专注全球化、硬科技报道。36kr旗下官方账号。 海外营收自2022年出海初期不足10%快速增长至当前的40%。 文 ｜ 胡依婷 编辑 ｜ 袁斯来 来源｜ 硬氪（ID： south_36kr ） 封面来源 ｜ 企业供图 近日，场内智能物流解决方案提供商「劢微机器人」宣布完成亿元级B2轮融资，本轮融资由普华资本领投，梅花创投跟投（连续3轮加注），明论资本担任 独家财务顾问。本次融资将主要用于核心技术的持续迭代研发、全球市场的开拓加速，以及智能工厂的产能扩建。 劢微机器人产品矩阵（图源/企业） 劢微机器人成立于2019年，总部位于深圳光明，业务覆盖全球30多个国家和地区。公司主要提供基于机器人与人工智能技术的智能制造及智能物流解决方 案，客户群体涵盖机械制造、食品饮料、冶金材料、化工能源、汽车制造、冷链物流等多个重点行业。 劢微机器人的核心客户包括中国航天、中国平煤、中国商飞、中国一汽、国家电网、海尔、空中客车AIRBUS、日本住友SUMITOMO、韩国三星 SAMSUNG、韩国LG、艾默生Emerson等全球知名企业，目前已累计服务超过700家企业客户。 劢微机器人多款 ...

中新网天津6月13日电 (记者周亚强)记者13日从驻津央企中建六局获悉，由该局与中建丝路建设投资有 限公司联合承建的哈萨克斯坦目前最大物流运输枢纽项目——中国·西安哈萨克斯坦码头，日前在阿拉 木图市正式建成并投入使用。 （文章来源：中国新闻网） 阿拉木图市市长萨蒂巴尔迪表示，这一现代化国际物流枢纽将成为哈萨克斯坦经济的新增长点，不仅能 连接全球主要市场，也将进一步深化中国与哈萨克斯坦的经贸合作，有效提升国际物流效率、降低运营 成本，为双方贸易提供更便捷高效的物流服务。(完) 该项目坐落于哈萨克斯坦阿拉木图II站南侧既有货场内，总占地面积9.8公顷。项目包含综合仓库、集装 箱堆场、铁路作业线及配套用房等设施，物流场站及堆场总面积约9.2万平方米，年设计物流产能约11.5 万标箱。项目配备1.2公里铁路装卸线，拥有"1100+"标准箱堆存能力，可充分满足大规模国际商贸和物 流需求。 据了解，中国项目团队在拆除原有8条铁路装卸线、4500平方米生产生活房屋、6台门吊及配套管线基础 上，新建了2.34万平方米钢结构仓库、8700平方米商品车停车区、9000平方米集装箱堆放区，同步完善 8700平方米集卡装卸区、1.7 ...

Core Viewpoint - The article discusses the evolving relationship between UniUni and Zongteng, highlighting their transition from partners to competitors in the North American last-mile delivery market, driven by market dynamics and strategic shifts [4][42]. Group 1: UniUni's Development and Challenges - In 2022, UniUni faced its first major crisis, struggling to secure funding after its angel round, leading to cash flow issues that threatened its expansion [2][7]. - After failing to attract venture capital, UniUni shifted its focus to industry investors, successfully securing funding from Zongteng, which provided both financial support and business opportunities [3][12]. - UniUni's innovative crowdsourced delivery model significantly reduced delivery costs in North America, attracting numerous clients and achieving rapid growth, with daily order volume increasing tenfold within a year [6][19]. Group 2: Market Dynamics and Competition - As UniUni grew, it began to bypass Zongteng for direct client acquisition, coinciding with the rise of platforms like Temu and SHEIN, which increased demand for last-mile delivery services [4][18]. - By 2023, UniUni's daily order volume in the U.S. surged to over 100,000, primarily driven by orders from Temu and SHEIN, marking a significant recovery from its earlier struggles [19][20]. - The competitive landscape intensified as Zongteng also sought to establish its presence in the last-mile delivery sector, leading to a direct rivalry with UniUni [21][30]. Group 3: Zongteng's Strategic Moves - Zongteng has been actively acquiring overseas last-mile delivery assets and enhancing its operational capabilities to compete effectively in the market [28][30]. - The company aims to create a business model that integrates first-mile transportation, overseas warehousing, and last-mile delivery, positioning itself against major players like USPS and FedEx [34][30]. - Zongteng's recent investments and strategic initiatives indicate its ambition to solidify its market position and potentially pursue an IPO, reflecting confidence in its growth trajectory [34][35]. Group 4: Future Outlook and Industry Implications - Both UniUni and Zongteng are vying for a share of the fragmented North American last-mile delivery market, with the potential for collaboration to enhance their competitive stance against larger incumbents [38][39]. - The article suggests that while both companies have distinct strategies, their paths may converge in the future, impacting the overall dynamics of the logistics industry [42].

" 原本亲密无间的伙伴，最终成为了彼此最强劲的对手。 " 作者丨 姚单 编辑丨 刘伟 2022年，UniUni迎来了公司成立以来的第一个至暗时刻。天使轮融资后，UniUni在长达一年的时间里融 资屡屡碰壁，公司账上的现金已经无法支撑业务继续扩张。 在见了大量投资机构均未果后，创始人Peter Lu最终将希望寄托在了产业链上下游。 在和纵腾接触后，双方一拍即合，纵腾成为了UniUni最早的产业投资方之一。对于UniUni来说，纵腾不仅 可以给钱，解决资金上的燃眉之急，还可以给订单，为公司后续发展提供业务上的支持。而对于纵腾来 说，它也需要一家像UniUni这样的末派公司，帮助自己降低海外最后一公里的配送成本。彼时的二者，堪 称天作之合。 这轮融资后，UniUni和纵腾步入了一段幸福的蜜月期。 纵腾押注，解UniUni燃眉之急 2019年，Peter Lu选择将加拿大温哥华作为自己创业的起点，这里的物流末派市场竞争相对没那么激 烈。 Peter毕业于上海交通大学计算机专业，曾是微软和甲骨文等多家全球顶级IT企业的认证专家，并先后在爱 立信、盈科等头部电讯科技公司研发部任职。研发背景出身的他，非常善于利用软件系统来 ...

Group 1 - ADNOC's subsidiary signed a logistics agreement worth $531 million with Borouge to optimize maritime logistics and enhance the export capacity of UAE's petrochemical products [2][3] - The agreement includes a 15-year contract with a total value of 19.5 billion dirhams, expected to save Borouge nearly $50 million over five years [2] - ADNOC L&S will transport up to 70% of Borouge's annual production, with destinations including Khalifa Port in Abu Dhabi and Jebel Ali Port in Dubai [2] Group 2 - Borouge's ongoing polyolefin project, Bourouge4, is expected to significantly increase its production capacity to 6.4 million tons, making it the largest single-site polyolefin complex globally [3] - ADNOC Gas announced a $5 billion contract for the Rich Gas Development project, aimed at expanding capacity and enhancing natural gas self-sufficiency in the UAE [4][5] - The project will involve the expansion of four gas facilities, with contracts awarded to various companies, including Wood and Petrofac [4]

证券研究报告 交通运输 行业深度报告 hyzqdatemark 2025 年 06 月 13 日 证券分析师 孙延 SAC：S1350524050003 sunyan01@huayuanstock.com 刘晓宁 SAC：S1350523120003 liuxiaoning@huayuanstock.com 王惠武 SAC：S1350524060001 wanghuiwu@huayuanstock.com 曾智星 SAC：S1350524120008 zengzhixing@huayuanstock.com 物流无人车浪潮起，产业变革新机遇 投资评级： 看好（维持） ——无人车行业深度 投资要点： 看，本轮无人车产业趋势可类比上一轮分拨中心自动化升级趋势，新技术的诞生和 新一轮的资本开支竞争，或将打破原有的运营模式和平衡，考虑各快递企业总部现 金流差异、加盟商盈利状况差异，具有规模优势和利润优势的企业或加速变革，形 成新的成本优势，进而加速行业格局的变化。建议关注申通快递、圆通速递、中通 快递。 风险提示：无人车渗透不及预期风险，政策与合规风险，行业格局变动风险，成本 增加风险，市场空间测算偏差的风险，快递企 ...

值得关注的是，珠海机场国际货运口岸项目目前已经完成建设，即将投入运营，最快将于下月开通国际 货运航线。依托国际货运等增量业务，预计珠海机场货运吞吐量在近5年内将实现翻倍式增长。 其中，一层主要用于国内进出港、国际进出港的陆侧货物中转、分拨以及国际快件货物的查验等操作； 二楼主要用于国内国际及跨境电商货物存储。此次投入运营的国内货站总建筑面积1.745万平方米，设 有6条货物安检通道和1条工作人员通道。 6月12日早上，一架满载20吨电商快件的国内全货机包机平稳降落在珠海机场，一小时后又满载着荔 枝、三华李等生鲜农产品，从珠海飞回郑州。当天，随着"珠海—郑州"首班全货机航班的开通运营，珠 海机场空港国际智慧物流园正式投用。未来，这里将打造成珠江口西岸规模最大、功能最全的航空货运 物流枢纽。 珠海机场首条全货机航线的启航，架起了"中原枢纽"与"湾区门户"的空中物流通道。空港国际智慧物流 园国内货站的投用，则将使珠海机场的货运保障能力由原来的5万吨/年提升至15万吨/年，有助于增强 在综合成本、运输效率方面的物流优势，进一步完善湾区空中货运体系。 空港国际智慧物流园位于珠海机场核心区域，是国家发改委和民航总局公布的 ...

Core Insights - The transportation industry in China is advancing towards high-quality development, with cross-regional passenger flow reaching 64.592 billion trips in the previous year, marking a year-on-year increase of 5.4% [1] - Daily cross-regional travel is projected to average around 180 million trips in 2024, reflecting a 5.4% growth compared to 2023 [1] - The total freight volume for the entire society is expected to reach 5.69 billion tons in 2024, with an average daily transportation of approximately 160 million tons, which is a 3.9% increase from 2023 [1] Transportation Infrastructure Expansion - The rapid transportation network in China has expanded significantly, with 2,457 kilometers of new high-speed rail lines put into operation last year [2] - Over one-third of provinces have achieved high-speed rail connectivity between cities, and the highway network increased by 7,032 kilometers, enabling over two-thirds of provinces to have county-level highway access [2] - Air service now covers 92.6% of the country's prefecture-level administrative units and 91.2% of the population [2] Rural Road Development - Investment in rural road construction has remained above 400 billion yuan for eight consecutive years, with 164,100 kilometers of rural roads newly constructed or renovated last year [2] - The Ministry of Transport aims to continuously improve the national comprehensive transportation network and enhance the efficiency and cost-effectiveness of transportation logistics [2]