正值年中，济南物流高峰季，运满满发布"济南城市数观"，提供了一个观察济南经济结构与产业布局的窗口。通过对2024-2025年货运数据的分析，可以看 到济南经济所呈现出的以工农业为基础的经济结构与产业特色。 齐鲁晚报·齐鲁壹点 王赟 物流是经济运行的血脉，货物流通的种类和数量也直观地反映出一个地区的经济活力与发展态势。 运满满平台数据显示，2024年济南收发货货类TOP5均为建材、金属钢材、食品饮料、配件零件、农用物资，收发货品类基本一致，凸显了济南以工农业为 基础的经济结构与产业特色。 济南工业基础雄厚，金属钢材、建材同时占据发货与收货TOP品类，表明济南不仅是钢铁/建材消费地，更是区域供应链中心。 泉水不仅是济南城市文化符号，更是支撑本地食品饮料业发展得天独厚的核心资源，孵化出了趵突泉啤酒、普利思矿泉水等本地饮品品牌。 此外，农用物资的大量流通，既保障了本地农业发展，也体现了反映济南对周边地区的"菜篮子"与"粮仓"支撑作用。配件零件产业则为制造业提供有力配 套，促进产业升级。济南作为省会城市，城市建设需求旺盛，推动建材等物资大量流入，而其作为区域物流枢纽，又将本地产品高效发往各地，实现供需平 衡。这种产业格 ...

Project Background - Cold chain logistics is a systematic project ensuring that products remain in a specified low-temperature environment throughout production, storage, transportation, sales, and consumption to guarantee product quality and reduce losses [2] - The project leverages the resource advantages of agricultural products in Jilin City and the market advantages of Singapore's Lide Group to build agricultural processing and cold chain logistics facilities, engage in cross-border food trade, and establish an international intelligent logistics management system [2] Market Outlook - The total value of China's cold chain logistics reached 8.90 trillion yuan in 2023, an increase of 400 billion yuan from 2022, representing a year-on-year growth of 4.6%. It is expected to grow to 9.26 trillion yuan in 2024 [3] - The market size of China's cold chain logistics reached 517 billion yuan in 2023, with a year-on-year increase of 5.2%, and is projected to reach 536.1 billion yuan in 2024, growing by 3.7% [4] - The total demand for cold chain logistics in China was approximately 350 million tons in 2023, reflecting a year-on-year growth of 6.1%, and is expected to reach 365 million tons in 2024 [6] - The number of refrigerated vehicles in China reached 432,000 in 2023, an increase of 49,700 vehicles from the previous year, marking a year-on-year growth of 12.9%. This number is projected to reach 495,000 in 2024, growing by 14.58% [7] - The total capacity of cold storage facilities in China was about 22.8 million cubic meters in 2023, an increase of 1.8 million cubic meters from the previous year, with a year-on-year growth of 8.3%. It is expected to reach 25.3 million cubic meters in 2024, growing by 10.96% [8] - The concentration of cold chain logistics enterprises in China is increasing, with major players like SF Express, Yunlizhi, and JD Logistics leading the market [9] Development Prospects - The internationalization of the cold chain logistics industry is becoming more pronounced, with Chinese companies needing to respond to international competition and expand into international markets [10] - The demand for cold chain logistics in international markets is growing due to rising global consumption levels and increasing international trade in food and pharmaceuticals [11] - Strengthening international cooperation and exchanges is essential for the international development of the cold chain logistics industry, with Chinese companies encouraged to collaborate with advanced international firms [12] - The cold chain logistics market size is expected to continue growing, projected to reach 868.6 billion yuan by 2025 due to increased consumer awareness of food safety and the demand for convenient purchasing and delivery [14] Favorable Conditions for Project Construction - Government policies support the development of cold chain logistics, including the "14th Five-Year" modern logistics development plan, which aims to establish a network of national logistics hubs and cold chain logistics bases [15] - Jilin City has significant resource advantages, being a major agricultural production area with a high yield of various crops and livestock [18] - The city has over 20 enterprises engaged in agricultural cold chain logistics, with more than 60 cold storage facilities and a total capacity of 314,000 tons [19] - Jilin City benefits from a strong talent pool, with nearly 100,000 full-time students and a significant number of skilled professionals [20] - The city's strategic location provides excellent transportation connectivity, facilitating efficient logistics operations [21][22] Project Construction Content and Scale - The cold chain logistics park will cover an area of 47,454 square meters, with a total construction area of 25,132.46 square meters, including logistics equipment areas, cold storage, temporary storage, offices, research facilities, and more [23] - The agricultural and meat processing segment will utilize a 4,000 square meter facility to establish food processing and packaging production lines [24] Project Investment and Financial Analysis - The total investment for the project is 500 million yuan, with 400 million yuan allocated for construction and 100 million yuan for working capital [25] - Upon reaching full production, the project is expected to generate annual sales revenue of 600 million yuan and a profit of 90 million yuan, with an investment payback period of 8 years [26] - The project aims to provide cold chain services to international food trade companies, enhancing the export pathways for agricultural products and promoting the modernization and professionalization of the cold chain logistics industry [27]

Summary of Key Points from the Conference Call Industry Overview - The conference call discusses the development and commercialization of unmanned logistics vehicles, driven by advancements in communication technology, model computing power, and energy revolution, which enhance delivery efficiency and service quality in the express delivery and takeaway sectors [1][2][3]. Core Insights and Arguments - Approximately 100 cities in China have issued licenses for unmanned vehicles, with expectations that by 2027, most suitable cities will have completed the licensing process [2]. - Unmanned logistics vehicles are primarily utilized in four scenarios: transportation (50-200 km), transshipment (10-50 km), short-haul (1-10 km), and last-mile delivery (less than 1 km) [1][5]. - The express delivery industry anticipates a business volume of 206 billion packages by 2025, with potential for 10 billion packages to incorporate sensors, leading to a fully unmanned logistics chain [8]. - The cost of leasing unmanned vehicles is approximately 40,000 yuan annually, while purchasing costs around 26,000 yuan, with a focus on reducing costs (15%-50%) and improving efficiency (1.5%-2.5%) [3][10][11]. Important but Overlooked Content - The logistics industry is seeing a significant increase in the use of reusable packaging with built-in sensors, costing around 2-3 yuan each, which can enhance safety and tracking [7]. - The battery issue remains a critical challenge, with solutions including rapid battery swapping (adding 8,000 yuan in costs) and fast charging (adding 3,000 yuan) [9]. - The operational efficiency of unmanned vehicles can improve marginal benefits at secondary distribution points by 15%-35%, depending on the specific circumstances [13]. - Major logistics companies are planning to purchase between 3,000 to 6,000 unmanned vehicles in 2025, with significant regional variations in deployment [15]. - The future of unmanned logistics vehicles is promising, particularly in smart warehousing and overseas markets, with companies actively exploring these opportunities [18][19]. Conclusion - The unmanned logistics vehicle sector is poised for growth, driven by technological advancements and increasing demand for efficiency in logistics operations. The focus on battery technology and the development of vehicles suitable for various scenarios will be crucial for future success in this industry [19][20].

6月10日至11日，2025年IATA北亚区CARGO DAY暨广州国际航空货运枢纽高质量发展大会（以下简 称"大会"）举办。大会以"中国枢纽，链通全球"为主题，全球业界权威人士围绕国际航空货运枢纽建设 深入探讨。这是广州连续第三年举办航空货运领域国际级峰会。 在"双循环"新发展格局下，中国航空物流市场规模持续扩大，白云机场国际货运航线网络不断加密，广 州在全球物流供应链中的地位显著提升。据大会发布的《广州国际航空货运枢纽高质量发展白皮书 （2024-2025）》， 2024年白云机场货邮吞吐量达238.25万吨，同比增长16.9%，创历史新高，连续五年 国内机场第二名，首次进入全球第九名。 "站在全球第九大货运机场的新起点上，我们将以白云机场三期扩建为引领，向世界级600万吨航空物流 超级枢纽全力进发，助力广州打造效率高、成本低、竞争力强的国际物流中心。"广东省机场集团物流 有限公司董事长姜书伟在大会上表示。 全球大变革下的航空物流 IATA电子商务和货邮运营负责人Andre Majeres对全球航空货运市场展望称，当前全球贸易风险加剧了 航空物流业的不确定性，宏观经济下行压力与航空运输需求相互影响，消费者 ...

| | 深圳中盈蓝景基金管理有限公司 杨国豪 | | --- | --- | | | 佛山市上市公司协会 吴慧涛、秦瑜娜、李展鹏、张小凤 | | | 个人投资者 李百声 | | | 华泰证券广东分公司 黄伟明、丁一娜、江惠枝 | | | 华泰证券数字化运营部 王世轩 | | | 华泰期货赵悦 | | 时间 | 2025年6月11日 15:00-17:00 | | 地点 | 公司会议室 | | 上市公司接待人员姓名 | 财务负责人 余思榆 | | | 董事会秘书 裴爽 | | | 证券事务代表 赵泽宇 | | | 证券部专员 罗富邦 | | | 1、 公司核心竞争力有哪些？ | | | 自成立以来，公司一直专注于大宗商品物流和仓储领域， | | | 有着丰富的业务经验、完善的物流路线与仓储网点，同时 | | | 公司拥有国内四大期货（商品）交易所指定交割仓库或场 | | | 所资质，在市场竞争中具备一定的竞争优势。 | | | 2、 获批期货交割仓库（场所）资质对公司有什么影 | | | 响？ | | 投资者关系活动主要内 | 期货交割资质的获批体现了官方机构对公司专业能 | | | 力与服务品质的高度认可，也 ...

当新能源乘用车渗透率达到近50%（2025年5月数据），商用车的电动化率却仍受制于续航 焦虑、充电效率等痛点艰难前行时，商用车行业便已经到了亟需一场变革，加速转向新能源化 的关键期。尤其，在日均行驶200-300公里，最易实现电动化转型的城配场景中，提升纯电 轻卡的性能边界，以实现低运营成本与高收益的兼顾，变得日益紧迫。 6月5日，以"宁心聚力 跃行千里"为主题的上汽跃进大拿T1天行版发布会在南京顺利落下帷 幕，从与宁德时代在"双灯塔工厂"的战略签约，到与生态合作伙伴地上铁的协作共赢，在上汽 跃进构想的城配物流解决方案中，大拿T1天行版将扮演何种角色，又将解决哪些用户痛点， 请看第一商用车网的分析报道。 战略签约 "宁芯聚力"锻造创富利器 "68年风雨征程，跃进始终是轻卡行业的开拓者与坚守者。"上汽大通南京分公司何富强在致 辞中强调。从1958年第一辆跃进轻卡下线至今，品牌见证了中国物流从"人拉肩扛"到"智慧运 力"的变迁。面对新能源浪潮，跃进以"乘用化思维"重构标准，携手宁德时代打造"创富者的 高质量首选"产品。 宁德时代上海芯时代总经理张莹则指出："天行电池之名取自《周易》'天行健，君子以自强不 息'。" ...

Core Insights - The article highlights the rapid expansion of Cainiao's logistics technology capabilities globally, emphasizing its leadership in cross-border logistics and technological innovation [1][2] - Cainiao's logistics technology division has seen a 61% year-on-year increase in large client numbers, indicating strong demand for its automation and digitalization solutions [1] - The company is focusing on enhancing its overseas presence by establishing regional offices and increasing local hiring in key markets [1][10] Group 1: Global Expansion and Market Strategy - Cainiao has successfully secured orders in regions with strong logistics technology competition, attributing this success to "Chinese experience" and "Chinese innovation" [1][12] - The company has established a logistics robotics R&D department to develop operational robots tailored for logistics scenarios, with expectations of higher growth rates overseas compared to domestic markets [1][10] - Cainiao's strategy includes leveraging its extensive domestic experience to address cultural and operational differences in international markets [3][6] Group 2: Product and Brand Strength - Cainiao's logistics technology products are categorized into digitalization and automation, with multiple product lines generating over 100 million in sales [1][8] - The company has built strong relationships with multinational corporations through prior domestic collaborations, facilitating global partnerships [7][9] - Cainiao's competitive edge lies in its ability to enhance efficiency and reduce costs through innovative products, such as its energy-efficient sorting machines [8][12] Group 3: Challenges and Future Goals - Cainiao faces challenges such as differing project management styles across regions and the need to meet stringent requirements from multinational partners [6][7] - The company aims to focus on breakthroughs in logistics robotics and enhance its overseas delivery capabilities through increased investment and local team deployment [10][12] - Cainiao recognizes the importance of adapting to global industry trends, particularly in AI, to establish a competitive barrier in the logistics sector [12]

1 苏州拟征集人工智能技术备战"苏超",Al体育新赛道有望爆发, 相关个股：英派斯(002899)、鸿合科技(002955)等 2 固态电池技术及装备方案加快推进,机构密集看好,相关个 股:先导智能(300450)、国轩高科(002074)等 我们不是资讯的搬运工 而是有态度的发现者 万和财富早班车 2025年6月11日 ● 国内金融市场 ● 、宏观消息汇总 2。教育部:统筹用好中央预算内投资和超长期特别国债,支持 高校持续改善办学条件 2. 财政部：积极配合有关部门完善养老育幼服务体系, 抓紧建 立实施育儿补贴制度， 满足"一老一小"的服务需求 3. 中办、国办印发《关于深入推进深圳综合改革试点 深化改革 创新扩大开放的意见》 二、行业最新动态 3. 香港首条无人机配送航线正式运营,无人机物流渗透率快速 提升，相关个股：纵横股份(688070)、顺丰控股(002352)等 三、上市公司聚焦 1。长亮科技(300348)：公司能够支持包括稳定币在内的数字资产 管理的系统需求 2 达实智能(002421)：拟2000万元在沙特阿拉伯投资设立全资子 公司从事智慧能源与智慧空间产品、解决方案及技术服务业务 3 津投 ...

前不久，中办、国办印发《提振消费专项行动方案》，围绕提升消费能力、创造有效需求、增强消费意 愿等，部署一系列重要举措，推动实现投资效益提高和消费扩容升级的良性互促。4月25日召开的中共 中央政治局会议强调，"要提高中低收入群体收入，大力发展服务消费，增强消费对经济增长的拉动作 用。" 在政策推动和市场引导下，各地区各部门和相关企业通过创新实践形成合力，加速释放消费潜力。如何 进一步改善条件提升消费能力，创新场景培育消费热点，综合施策激发消费动能？近日，记者在各地探 访消费市场，走访不同居民家庭，感受消费新动能新活力。 ——编者 "3，2，1，上链接。"近日，在江西宜黄县圳口乡电商直播基地里，洪德进的红薯粉丝销售火爆。看着 后台跳动的订单数，这名80后主播难掩兴奋："去年这会儿，粉丝还堆在老乡家里发愁呢！" 作为土生土长的圳口乡人，洪德进曾目睹家乡的优质农产品因销路不畅而滞销。改变始于宜黄县实施 的"城乡居民增收促进行动"——政府不仅在乡里建起直播基地，还组织"乡村干部+青年志愿者"参加电 商培训。"第一堂课教选品构图，第二周学习实操直播。"洪德进回忆，首批培训的20名学员中，已有5 人成为"带货能手"，他自己 ...

Core Insights - Langfang City aims to become a global modern commerce and logistics center, with a projected increase in the value added of its modern commerce and logistics industry to 94.88 billion yuan in 2024, representing a 9.2% year-on-year growth and accounting for 24.3% of the regional GDP, an increase of 6.8 percentage points from 2023 [1] Group 1: Infrastructure Development - Langfang is enhancing its logistics infrastructure by constructing key railway logistics hubs, including the Langfang Land Port Logistics Park and the Langfang Railway Logistics Hub, which are part of the Hebei Province's comprehensive freight hub development plan [2] - The city has successfully launched 12 international freight trains, establishing an international intermodal transport model that combines rail, cross-border road, and water transport [2] Group 2: Aviation Logistics - Langfang is developing a global aviation logistics hub by leveraging its unique advantages and attracting central enterprises like China Post to establish regional logistics hubs in the Beijing Daxing International Airport Economic Zone [3] - The city has signed contracts with various foreign trade enterprises and established a cross-border e-commerce center, facilitating trade with 113 countries and regions [3] Group 3: Transportation Optimization - The city is implementing 10 road network optimization projects, with an investment of 3.205 billion yuan, achieving a road freight turnover of 7.988 billion ton-kilometers, a year-on-year increase of 11.58%, ranking first in the province [4] - Langfang is also enhancing urban delivery logistics infrastructure by constructing public freight logistics hubs and logistics parks [4] Group 4: Industry Collaboration - The city is promoting the "Logistics + Agriculture" strategy, with 94 Taobao villages and 43 Taobao towns, achieving a total of 57.8314 million express deliveries of agricultural products [5] - Langfang is also advancing the "Logistics + Manufacturing" strategy, with 34 logistics equipment and parts companies generating 610 million yuan in revenue, a 25.6% year-on-year increase [6] Group 5: Policy and Environment - Langfang is focused on creating a favorable business environment by streamlining approval processes and enhancing land use efficiency, with a planned allocation of 2,121 acres for logistics and warehousing in 2024 [8] - The city has developed a comprehensive policy framework to reduce logistics costs, aiming to lower the ratio of total social logistics costs to GDP to 13% by 2027 [9] Group 6: Upcoming Events - The 2025 Langfang Economic and Trade Fair, themed around modern commerce and logistics, is scheduled to open on June 16, showcasing the city's vibrant image and commitment to logistics development [10]