6月8日周日《新闻联播》要闻21条 智通财经6月8日电，今天《新闻联播》主要内容有： 17、美航天工业协会称美加征关税将损害美民航产业： （1）美联储系统高管称美关税政策或致通胀率 持续居高； （2）墨西哥行业协会称美关税政策破坏北美汽车供应链稳定； 2、许其亮同志遗体在京火化； 3、【锲而不舍落实中央八项规定精神】各地一体推进学查改 确保学习教育成果可感可及； 4、"两新"下乡进村 激活农村市场消费新活力； 5、我国构建起冷链物流"四横四纵"骨干通道网络； 6、因地制宜 建设美丽海湾； 7、【真抓实干 打开改革发展新天地】江西加快构建现代化产业体系； 8、【一线调研】一家小微企业的"夺冠"密码； 9、第一批全国零售业创新提升试点城市名单发布； 10、各地加快制修订住宅项目地方标准； 11、《2025中国海洋经济发展指数》今天发布； 12、中国进出口银行前5个月投放外贸领域贷款4600亿元； 13、渤海最大油气平台完成海上浮托安装； 14、新疆奇台射电望远镜项目中心塔混凝土浇筑完成； 15、俄称抵达顿涅茨克西部边界并继续推进 乌称在多方向击退俄进攻 俄乌换俘计划生变 双方各执一 词； 16、伊朗称获得大量以色 ...

Investment Rating - The report maintains an "Overweight" rating for the mechanical equipment industry [1] Core Insights - The oil service equipment sector is experiencing rapid growth in exports to the Middle East, driven by China's increasing foreign investments in energy projects, with a cumulative investment of $50.28 billion from 2020 to 2024 in six countries [2] - The lithium battery equipment sector is benefiting from the release of impairment risks and accelerated production expansion, particularly with major players like CATL increasing their production capacity [3] - The humanoid robot sector is seeing advancements with the launch of second-generation electronic skin and accelerated mass production of Tesla's Optimus robot [4] - The engineering machinery sector is witnessing a decline in domestic excavator sales but a recovery in non-excavator machinery, indicating potential investment opportunities due to low valuations [5] - The forklift industry is undergoing a transformation towards automation and intelligence, driven by AI advancements [6] Summary by Sections Oil Service Equipment - China's foreign investment in the energy sector is projected to drive significant growth in oil service equipment exports, particularly to the Middle East, with leading companies like Jereh and Neway experiencing explosive order growth [2] Lithium Battery Equipment - The sector has accounted for a total impairment provision of 5.7 billion yuan, with major expansions planned by CATL, including a new factory in Hungary with a total capacity of 72GWh [3] - Solid-state battery technology is emerging as a key growth area, with companies like Xian Dao Intelligent expected to benefit significantly [3] Humanoid Robots - The introduction of advanced electronic skin technology enhances the capabilities of humanoid robots, while Tesla's Optimus robot is moving towards mass production [4] Engineering Machinery - Despite a decrease in excavator sales, there is a notable recovery in other machinery segments, with exports showing a 9% increase in the first four months of 2025 [5] Forklift Industry - The integration of AI in logistics is accelerating the shift towards automated and intelligent forklifts, with significant opportunities for leading companies in the sector [6]

Core Points - The launch of Huanxin's first self-owned international cargo ship marks a significant step in the company's international logistics business and its accelerated globalization efforts [1][5] - Huanxin aims to enhance its international trade logistics system by building a comprehensive digital platform covering shipping, warehousing, and distribution, which will improve logistics efficiency and reduce international trade costs [1] - The company has a substantial aggregate production capacity of 285 million tons per year and operates six aggregate projects overseas, indicating potential for breakthroughs in aggregate transportation [1] Summary by Sections - **Vessel Details** - The vessel, named "NOVA FORTUNA," is a bulk carrier with a gross tonnage of 2,646 tons and a deadweight tonnage of 3,800 tons, capable of carrying 3,500 tons [2][4] - The first shipment includes production equipment and materials for upgrading the Mozambique factory, totaling approximately 2,352 cubic meters [2] - **Strategic Intent** - The ship will primarily facilitate the transportation of cement from Huanxin's Mozambique factory to various East African islands, including Madagascar, Comoros, Mauritius, and Réunion [4] - Huanxin plans to diversify its logistics services by acquiring more vessels, trains, and trucks to expand its market presence in Africa [4] - **Business Expansion** - Huanxin has established operations in 18 countries globally, with over 40 building material factories in 13 countries, achieving positive economic and social benefits [4]

行 业 及 产 业 交通运输 行 业 研 究 / 行 业 点 评 范晨轩 (8621)23297818× fancx@swsresearch.com 本研究报告仅通过邮件提供给 中庚基金 使用。1 2025 年 06 月 08 日 25 年下半年交运新方向：亚洲区域 集运、即时配送、海外仓 看好 ——申万宏源交运一周天地汇(20250601-20250606) 本期投资提示： 相关研究 证 券 研 究 报 告 证券分析师 张慧 A0230524100001 zhanghui@swsresearch.com 闫海 A0230519010004 yanhai@swsresearch.com 研究支持 罗石 A0230524080012 luoshi@swsresearch.com 严天鹏 A0230524090004 yantp@swsresearch.com 张慧 A0230524100001 zhanghui@swsresearch.com 王易 A0230525050001 wangyi@swsresearch.com 刘衣云 A0230524100007 liuyy@swsresearch.com 王晨鉴 ...

荔枝菌是菌类中特别鲜美的一种，仅在特定的荔枝林与白蚁窝共生。经过骤晴骤雨的催谷，荔枝菌随着 荔熟映红之时悄然破土，因其稀有珍贵且极具地域特色，素有"岭南菌王"之美誉。 "荔枝菌每年只有6月至7月初的短暂采摘期，实属可遇不可求。"广州市从化区农业农村局相关负责人介 绍，今年从化区荔枝种植面积约30万亩，总体成花率近九成，不仅挂果的荔枝果肉饱满，林间野生的荔 枝菌也格外肥美鲜嫩。据相关统计，荔枝菌产业已带动周边农户年均增加超万元人民币的收入。 从化一家农庄的主理人徐湾湾，是荔枝菌的采摘能手。每当清晨薄雾弥漫时，她就穿梭于荔枝林间，俯 身寻觅那一朵朵小伞般的菌子，然后双指垂直轻拉而摘。"新鲜的荔枝菌清脆易断，十分矜贵，因此采 摘时要特别讲究。每一个白蚁窝可收获8两至1斤荔枝菌。"她说。 中新社广州6月7日电 题：广州从化"岭南菌王"应节而生"圈粉"海内外来客 "刚刚长出的荔枝菌子，其菌盖似一把闭合雨伞，菌尖如子弹头，这样的荔枝菌口感最佳。"从化区太平 镇共星村农户江伟宏介绍，荔枝菌若在白天遇阳光照射，菌盖会迅速开伞，导致鲜度下降。村民们通常 在天未亮时或傍晚走进林间寻菌，采摘时要留住蚁窝，让荔枝菌来年再生。 作者 ...

Chapter 1: Tobacco Logistics Industry Development Environment Analysis - Overview of the tobacco logistics industry's development stages, characteristics, models, and current status of business classification [1] - Analysis of the policy, economic, technological equipment supply, and upstream and downstream industry environments affecting the tobacco logistics sector [1] Chapter 2: Analysis of China's Tobacco Logistics Industry Development - Current status of the tobacco logistics industry in China, including market scale and project characteristics [2] - Development status of tobacco commercial enterprise logistics and SWOT analysis of cigarette commercial enterprises [2] - Analysis of typical regional markets for tobacco logistics, including network construction in Xi'an and distribution conditions in Shijiazhuang [2] - Identification of issues within the tobacco logistics industry and proposed countermeasures [2] Chapter 3: Analysis of Related Industries in China's Tobacco Logistics - Overview of the tobacco products industry, including market operation, regional development, import-export situation, investment, and operational conditions [2] - Overview of the logistics industry, including development status, operational conditions, and future predictions [2] - Current status, issues, and development planning of information technology in tobacco logistics [2] Chapter 4: Analysis of the Development of the Tobacco Internet of Things Market in China - Overview of the domestic and international IoT industry development, including trends and forecasts [2] - Development status and construction of the tobacco IoT in China, including technological advancements and optimization of tobacco circulation processes [2] - Market size predictions for the tobacco IoT in China [2] Chapter 5: Analysis of the Integration and Optimization of China's Tobacco Logistics System - Goals, principles, and content of the integration of the tobacco logistics system [3] - Analysis of the integration types within the tobacco logistics system, including industrial and commercial logistics systems [3] Chapter 6: Analysis of the Competitive Landscape of China's Tobacco Logistics System - Market scale of tobacco logistics system integration projects and analysis of major integrators [3] - Competitive analysis of information technology in tobacco logistics, including technology service providers and market trends [3] Chapter 7: Analysis of Major Enterprises in China's Tobacco Logistics Industry - Operational analysis of major tobacco logistics enterprises, including both domestic and international companies [4] Chapter 8: Analysis of Tobacco Logistics Park Construction in China - Research on the competitiveness of tobacco logistics parks and recent developments in construction and operation [4] Chapter 9: Investment Strategy Planning and Recommendations for China's Tobacco Logistics Market - Analysis of market development trends, production and sales scale predictions, and market size forecasts for the tobacco logistics industry [4] - Analysis of investment characteristics, barriers to entry, risk factors, and profitability within the tobacco logistics sector [4] - Identification of investment opportunities and recommendations for the tobacco logistics industry [4]

广东荔枝营销战 报④|6·6给荔全中 国，广东荔枝线 上线下销售旺_南 方+_南方plus |6·6"给荔"，广东 荔枝全球品鲜嘉 年华举办 继5·20"用荔枝表 达爱"，广东创新 发起6·6"给荔 会抽取"满15减 10"的荔枝优惠 券，京东还上 线"每天1分抢荔 枝"互动游戏、直 播间开启荔枝原 产地直播、京东 寻鲜代言人&618 惊喜大使等方式 助力广东荔枝销 售。 |广东荔枝实现"朝 发午至"！粤港澳 大湾区今年首开 高铁"荔枝专列" 节"！6月6 日，"6·6"给"荔"节 ——广东荔枝全 球品鲜嘉年华"在 广州海心沙星光 大道举行。活动 集聚产地果农、 经销商、物流 商、品牌商、网 络达人、文化名 人、央省市主流 媒体等跨界力 量，围绕做好"土 特产"文章，推动 荔枝等广东佳果 产销精准对接， 进一步拓展国内 外市场。 |广东荔枝成交额 增长超560％ 京东 助销专项行动取 得积极成效 截至6月5日，京 东启动助销广东 荔枝专项行动实 现成交额同比增 长超560%。这一 亮眼成绩的背 后，是京东"产地 直采+源头直发 +高效物流+全渠 道销售"供应链能 力的综合体现。 而即日起至6月18 日，上海、 ...

Group 1 - Amazon is accelerating its robot project, testing humanoid robots for future delivery feasibility, marking a significant step towards "last mile" delivery automation [2] - A dedicated training center has been established by Amazon for high-intensity testing of various humanoid robots to evaluate their performance in real delivery scenarios, indicating a potential major change in package delivery methods [2] - Amazon has previously tested various autonomous robots in its warehouse operations, including the humanoid robot "Digit" developed by Agility Robotics, which is designed for handling packages inside delivery vehicles [2][5] Group 2 - The testing laboratory will feature multiple robots competing, including a robot produced by Chinese company Unitree, priced at approximately $16,000, showcasing Amazon's serious evaluation of various robotic solutions before large-scale deployment [2] - The impact of this technology on employment is significant, as Amazon employs hundreds of thousands of delivery personnel globally, and while there is no clear indication of replacing human workers, the development of delivery robots suggests a trend towards deeper automation in the final delivery phase [2][3] Group 3 - Amazon's robot initiative extends beyond merely replacing delivery drivers, as evidenced by its acquisition of autonomous vehicle startup Zoox for over $1 billion in 2020, highlighting its ambition for full-process automation from warehousing to doorstep delivery [5] - Amazon's strategy involves piloting multiple robots in warehouses, reflecting a meticulous plan for automation, preferring to test various manufacturers' robots to find the best solutions for different delivery challenges [5] Group 4 - The integration of autonomous vehicles with humanoid robots represents a fundamental shift towards comprehensive automation in logistics networks, potentially revolutionizing the delivery of millions of packages daily [6] - While human delivery personnel remain a crucial part of Amazon's delivery chain, the substantial investment in robot testing signals that this transformation may occur sooner than anticipated [6] - Through Zoox, Amazon aims to develop unmanned delivery vehicles that, in conjunction with humanoid robots, could establish a fully automated delivery system from warehouses to customers' doorsteps [6]

Core Viewpoint - The 2025 "Gui" brand Longxu vegetable (red vine) production and sales docking event in Chongzuo City was successfully held in Jiangmen City, Guangdong, promoting collaboration between Guangdong and Guangxi [2][3][7]. Group 1: Event Overview - The event attracted agricultural product circulation businesses and representatives from the catering industry from cities like Guangzhou and Jiangmen, as well as officials from agricultural and rural bureaus [3][4]. - Participants tasted a series of Longxu vegetable products and engaged in in-depth discussions on the development of Longxu vegetable production and sales [5][8]. Group 2: Industry Insights - The Deputy Director of Daxin County Agricultural and Rural Bureau introduced the current development status of the Longxu vegetable industry and the measures taken to promote it [8]. - The General Manager of Daxin Dongpin Agricultural Technology Development Co., Ltd. detailed the edible and medicinal functions of Longxu vegetable, highlighting its health benefits such as amino acid supplementation and disease reduction [9][10][11]. Group 3: Market Expansion - The event provided a valuable opportunity for the Longxu vegetable industry in Chongzuo to exchange ideas and expand its market, enhancing brand awareness [13][14]. - During the promotion in Guangdong, the Chongzuo work group visited various wholesale markets to understand the pricing, sales volume, and preservation of Longxu vegetable, facilitating mutual learning on building a new cold chain logistics model [16][17][18]. Group 4: Future Development - Chongzuo City aims to leverage the ecological advantages of Longxu vegetable, enhance quality through technological empowerment, and extend the industrial chain to establish it as a key agricultural pillar for increasing income [19][21].

Core Viewpoint - The port throughput data in China shows resilience despite fluctuations in US-China tariff policies, with significant growth in both cargo and container throughput in the first four months of the year [1][7][9]. Group 1: Port Performance - Major ports in China completed a total cargo throughput of 5.75 billion tons in the first four months, a year-on-year increase of 3.7%, with foreign trade cargo throughput growing by 2% [1][7]. - Container throughput reached 11.225 million TEUs, reflecting a year-on-year growth of 7.9% [1][7]. - The top ten ports by cargo throughput include Ningbo-Zhoushan, Tangshan, and Shanghai, while the top ten for container throughput are led by Shanghai, Ningbo-Zhoushan, and Shenzhen [7][8]. Group 2: Impact of Tariff Policies - The imposition of "reciprocal tariffs" by the US led to a rapid decline in cargo volume on US routes, prompting shipping companies to adjust their capacities [7][9]. - Despite the challenges, China's foreign trade maintained stable growth, with total trade value reaching 14.14 trillion yuan, a 2.4% increase year-on-year [7][9]. Group 3: Market Dynamics - The container throughput at Ningbo-Zhoushan port increased by 9.9% to 13.568 million TEUs, driven by strong performance in emerging markets such as Southeast Asia and South America [8][9]. - The demand for shipping to the US surged significantly in May, with average booking volumes increasing by 277% from early May [10][11]. - Shipping rates for North American routes have risen sharply, with the North America route index increasing by 69.7% and 89.2% for East and West routes, respectively [11]. Group 4: Future Outlook - The current tight capacity situation is expected to persist during the 90-day transition period following tariff adjustments, with inventory accumulation likely to continue [12][15]. - The potential for a trade agreement between the US and China could alleviate some tariff impacts, but complete tariff removal is unlikely [12][15]. - The upcoming peak season for foreign trade may arrive earlier this year due to preemptive inventory accumulation by buyers [12][15].