如果只是把菜鸟当成一家提供全球性仓库和配送的物流公司，是对菜鸟的低估，菜鸟的科技 产品也正走向全球。 菜鸟显然正在抓住这个机遇。在峰会现场，菜鸟公布了物流科技的几个关键性数字：形成了7 条亿级收入的科技产品线，交付能力覆盖全球3 6个国家和地区，与世界5 0 0强中的2 6家达成科 技合作，物流科技海外增长同比超过1 5 0%。 从这四个数字，可以看出菜鸟的科技增长密码。 做物流科技行业的"全科生" 菜鸟7条亿级产品线的背后，实则是菜鸟独有的物流运营+科技研发双能力、数字化+自动化双 产品带来的独特的产品竞争力，既有技术领先，又擅长场景贴合。 在今年菜鸟全球智慧物流峰会上， LV中国、华晨宝马、新加坡邮政、中兴通讯和麦当劳中国 等一众品牌负责技术的高管亮相，他们或参与圆桌讨论，或做主题分享，聚焦探讨物流科技 对物流供应链的影响。 这其实是一份无意间露出的菜鸟物流科技客户名单。不仅国际快递公司在与菜鸟合作自动化 分拨设备，从奢侈品、餐饮再到制造业，无论哪个行业，都在与菜鸟在数字化、自动化等方 面达成合作，从而促成物流供应链的提效降本，或者体验的提升。 在当前竞争加剧的背景下，对任何一家公司来说，供应链管理都是成 ...

截至6月30日，韵达股份股东户数8.59万，较上期增加0.19%；人均流通股32788股，较上期减少0.19%。 2025年1月-6月，韵达股份实现营业收入248.33亿元，同比增长6.80%；归母净利润5.29亿元，同比减少 49.19%。 分红方面，韵达股份A股上市后累计派现33.85亿元。近三年，累计派现12.21亿元。 9月23日，韵达股份盘中下跌2.10%，截至10:09，报7.47元/股，成交1.06亿元，换手率0.50%，总市值 216.57亿元。 资金流向方面，主力资金净流出2106.18万元，特大单买入150.63万元，占比1.42%，卖出910.40万元， 占比8.57%；大单买入1770.60万元，占比16.67%，卖出3117.02万元，占比29.34%。 韵达股份今年以来股价涨2.04%，近5个交易日跌6.16%，近20日跌13.54%，近60日涨11.66%。 资料显示，韵达控股集团股份有限公司位于上海市青浦区盈港东路6679号，成立日期1996年4月5日，上 市日期2007年3月6日，公司主营业务涉及综合快递物流业务。主营业务收入构成为：派费收入 65.81%，中转费收入29.8 ...

Company Overview - Noli Intelligent Equipment Co., Ltd. is located in Changxing County, Zhejiang Province, and was established on March 3, 2000. The company was listed on January 28, 2015. Its main business involves the research, production, and sales of light-duty handling vehicles and electric storage vehicles [1][2]. Financial Performance - As of June 30, 2025, Noli achieved operating revenue of 3.215 billion yuan, a year-on-year decrease of 7.40%. The net profit attributable to the parent company was 246 million yuan, reflecting a year-on-year growth of 2.28% [2]. - The company has cumulatively distributed dividends of 1.167 billion yuan since its A-share listing, with 533 million yuan distributed over the past three years [3]. Stock Performance - On September 23, Noli's stock price decreased by 2.03%, trading at 24.08 yuan per share, with a total market capitalization of 6.203 billion yuan. The stock has increased by 41.21% year-to-date but has seen a decline of 5.01% over the last five trading days and 10.85% over the last 20 days [1]. - The number of shareholders as of June 30, 2025, was 19,000, a decrease of 9.70% from the previous period, while the average circulating shares per person increased by 10.74% to 13,585 shares [2]. Shareholder Composition - As of June 30, 2025, Hong Kong Central Clearing Limited was the fifth-largest circulating shareholder, holding 5.6037 million shares, an increase of 1.6207 million shares from the previous period [3]. Business Segments - The main business revenue composition includes intelligent manufacturing equipment at 60.67% and smart logistics at 39.51% [1]. - Noli operates within the machinery equipment sector, specifically in engineering machinery, and is associated with concepts such as smart parking, express delivery, smart logistics, small-cap stocks, and cold chain logistics [1].

Core Viewpoint - Dingjie Smart has experienced a significant stock price increase of 91.10% year-to-date, but has recently faced a decline in the last five and twenty trading days, indicating potential volatility in its stock performance [1][2]. Financial Performance - For the first half of 2025, Dingjie Smart achieved a revenue of 1.045 billion yuan, representing a year-on-year growth of 4.08%, while the net profit attributable to shareholders was 45.03 million yuan, up 6.09% year-on-year [2]. - The company has distributed a total of 311 million yuan in dividends since its A-share listing, with 65.59 million yuan distributed over the past three years [3]. Shareholder Structure - As of June 30, 2025, the top ten circulating shareholders include notable funds such as招商优势企业混合A and富国新兴产业股票A/B, with some shareholders reducing their stakes while new shareholders have entered the list [3]. Market Activity - On September 23, Dingjie Smart's stock price fell by 2.00% to 49.38 yuan per share, with a trading volume of 126 million yuan and a turnover rate of 0.94%, resulting in a total market capitalization of 13.401 billion yuan [1]. - The stock has appeared on the龙虎榜 six times this year, with the most recent appearance on August 8, where it recorded a net buy of -140 million yuan [1].

9月23日，喜悦智行盘中下跌2.03%，截至09:37，报11.10元/股，成交326.23万元，换手率0.19%，总市 值18.76亿元。 喜悦智行所属申万行业为：轻工制造-包装印刷-塑料包装。所属概念板块包括：微盘股、小盘、快递概 念、智慧物流、汽车零部件等。 截至6月30日，喜悦智行股东户数1.03万，较上期减少4.63%；人均流通股15077股，较上期增加4.86%。 2025年1月-6月，喜悦智行实现营业收入2.13亿元，同比增长23.42%；归母净利润-675.86万元，同比减 少172.01%。 分红方面，喜悦智行A股上市后累计派现7628.00万元。近三年，累计派现4628.00万元。 资料显示，宁波喜悦智行科技股份有限公司位于浙江省慈溪市桥头镇吴山南路1111号，成立日期2005年 2月3日，上市日期2021年12月2日，公司主营业务涉及可循环整体塑料包装产品研发生产和销售。主营 业务收入构成为：商品销售50.78%，租赁及运营服务48.05%，其他(补充)1.17%。 责任编辑：小浪快报 喜悦智行今年以来股价涨1.65%，近5个交易日跌8.49%，近20日跌10.84%，近60日跌0.27 ...

Group 1 - The introduction of AGV (Automated Guided Vehicles) at the Ganqimaodu port has significantly transformed the operational model of land ports, enhancing efficiency by nearly three times compared to traditional manual methods, with a maximum daily transport capacity of 400 vehicles [1] - The AGV system operates 24/7 and is integrated with a visual monitoring platform that allows customs and border inspection departments to monitor cargo status in real-time, facilitating "unmanned customs clearance" [1] - The development of a 9.91-kilometer cross-border railway at Ganqimaodu port will complement AGV transport, creating a multi-dimensional logistics system of "road-rail combined transport + intelligent customs clearance" [2] Group 2 - The AGV vehicles utilize new energy power, and the site is equipped with an automatic dust suppression system, contributing to environmental sustainability with over 3,000 acres of land reclaimed for greening [2] - The transformation of Ganqimaodu port from traditional methods to a modern logistics benchmark reflects the broader initiative of grassroots party building in Inner Mongolia, showcasing the dual empowerment of technological innovation and party leadership [2] - The port's evolution is positioned as a vital part of China's northern opening strategy, aiming to reshape the economic landscape and ecological environment of border regions [2]

Core Viewpoint - Xinhua Department Store's stock price has experienced fluctuations, with a recent decline of 2.06% and a year-to-date increase of 3.98%, indicating volatility in market performance [1] Group 1: Company Overview - Xinhua Department Store is the largest commercial retail enterprise in Ningxia, China, established on January 3, 1997, and listed on January 8, 1997 [2] - The company's main business segments include commercial retail, logistics, and commercial property leasing, with revenue contributions of 58.87% from supermarket retail, 19.75% from electrical retail, and 12.34% from commercial property leasing [2] - The company operates various retail formats, including comprehensive shopping centers, department stores, and supermarket chains [2] Group 2: Financial Performance - For the first half of 2025, Xinhua Department Store reported a revenue of 3.254 billion yuan, a year-on-year decrease of 0.99%, and a net profit attributable to shareholders of 86.008 million yuan, down 2.52% year-on-year [2] - The company has distributed a total of 742 million yuan in dividends since its A-share listing, with 124 million yuan distributed over the past three years [3] Group 3: Market Activity - As of September 22, Xinhua Department Store's stock price was 13.33 yuan per share, with a market capitalization of 3.008 billion yuan and a trading volume of 2.32 billion yuan [1] - The stock has seen significant trading activity, with a net outflow of 7.8262 million yuan in principal funds and notable fluctuations in large orders [1] - The company has appeared on the "Dragon and Tiger List" twice this year, with the most recent net purchase of 27.9102 million yuan on September 11 [1]

Company Overview - Saiyi Information Technology Co., Ltd. is located in Guangzhou, Guangdong Province, and was established on January 10, 2005. The company went public on August 3, 2017. Its main business involves providing enterprise information solutions and services, with revenue composition being 67.10% from general ERP and 32.90% from intelligent manufacturing and industrial internet [1][2]. Stock Performance - As of September 22, the stock price of Saiyi Information fell by 2.02% to 26.17 CNY per share, with a trading volume of 183 million CNY and a turnover rate of 2.10%. The total market capitalization is 10.688 billion CNY [1]. - Year-to-date, the stock price has increased by 44.35%, but it has seen a decline of 0.57% over the last five trading days, 16.60% over the last 20 days, and 5.80% over the last 60 days [1]. Financial Performance - For the first half of 2025, Saiyi Information reported a revenue of 902 million CNY, a year-on-year decrease of 15.73%. The net profit attributable to shareholders was 18.2066 million CNY, down 38.72% year-on-year [2]. - Since its A-share listing, the company has distributed a total of 262 million CNY in dividends, with 124 million CNY distributed over the past three years [3]. Shareholder Information - As of June 30, 2025, the number of shareholders is 36,600, a decrease of 16.95% from the previous period. The average number of tradable shares per shareholder is 9,037, an increase of 22.43% [2]. - Among the top ten circulating shareholders, Huazhang Small and Medium Growth Mixed Fund (040007) is the tenth largest shareholder with 3.3288 million shares, marking its entry as a new shareholder. Hong Kong Central Clearing Limited has exited the top ten circulating shareholders [3].

Industry Overview - The China Chemical Product Price Index (CCPI) is at 3981 points, down 8.5% year-on-year and up 0.30% month-on-month [1] - Liquid chemical domestic shipping prices are at 159 RMB/ton, down 6.31% year-on-year and stable month-on-month [1][3] - The operating rates for paraxylene (PX), methanol, and ethylene glycol are 85.3%, 79.4%, and 70.9% respectively, with PX down 0.4 percentage points month-on-month and 2.0 percentage points year-on-year, methanol down 1.8 percentage points month-on-month and 1.4 percentage points year-on-year, and ethylene glycol down 0.4 percentage points month-on-month but up 15.3% year-on-year [1][3] Express Delivery - In August, express delivery volume grew approximately 12% year-on-year, with SF Holding leading the growth [2] - The total express delivery volume for the week of September 8-14 was about 3.83 billion pieces, down 0.67% month-on-month and up 8.5% year-on-year [2] - The average revenue per express delivery piece decreased by 7.2% year-on-year to 7.37 RMB [2] Logistics - The chemical shipping prices remained stable, and there is a recommendation for Haichen Co. due to improved demand [3] - The CCPI and liquid chemical shipping prices indicate a challenging environment for chemical logistics [3] Aviation - In August, civil aviation passenger volume increased by 3.3% year-on-year, with Spring Airlines leading in RPK growth [4] - The average daily flight operations increased by 6.05% year-on-year, with domestic flights up 5.39% and international flights up 10.03% [4] - The Brent crude oil futures price is at $66.68/barrel, down 0.46% month-on-month and down 9.5% year-on-year [4] Shipping - The China Export Container Freight Index (CCFI) is at 1120.23 points, down 0.5% month-on-month and down 31.6% year-on-year [5] - The BDTI index for crude oil transportation increased by 5.1% month-on-month and 28.1% year-on-year [5] - The BDI index for dry bulk shipping is at 2179 points, up 4.3% month-on-month and up 13.0% year-on-year [5] Road and Rail Ports - Port cargo throughput increased by 1.8% month-on-month and 9.2% year-on-year, with container throughput up 0.1% month-on-month and 13.5% year-on-year [6] - The total number of trucks passing through highways was 57.71 million, up 6.17% month-on-month but down 0.58% year-on-year [6] - The dividend yield of major road operators is higher than the current yield of China's ten-year government bonds [6]

韵达股份所属申万行业为：交通运输-物流-快递。所属概念板块包括：快递概念、智慧物流、区块链、 跨境电商、低空经济等。 9月22日，韵达股份盘中下跌2.05%，截至09:59，报7.65元/股，成交2.30亿元，换手率1.04%，总市值 221.79亿元。 资金流向方面，主力资金净流出1376.72万元，特大单买入2079.16万元，占比9.02%，卖出1966.30万 元，占比8.53%；大单买入3725.22万元，占比16.17%，卖出5214.81万元，占比22.63%。 韵达股份今年以来股价涨4.49%，近5个交易日跌5.67%，近20日跌11.15%，近60日涨14.18%。 资料显示，韵达控股集团股份有限公司位于上海市青浦区盈港东路6679号，成立日期1996年4月5日，上 市日期2007年3月6日，公司主营业务涉及综合快递物流业务。主营业务收入构成为：派费收入 65.81%，中转费收入29.82%，面单销售收入2.93%，其他收入1.23%，物料销售收入0.17%，特许收入 0.04%。 截至6月30日，韵达股份股东户数8.59万，较上期增加0.19%；人均流通股32788股，较上期减少0.19% ...