选择零碳绿色班列的客户，将获得由德铁货运颁发的绿色货运证书，企业可据此申报欧盟企业年度财务报表，凭碳积分享受各国相应 的免税政策，未来企业可获得相关鼓励绿色物流发展的政策措施。 8月13日，中部地区首趟零碳绿色班列从中铁联集武汉中心站鸣笛发车，一路西行，满载着汽车零配件、日用品等货物，将经阿拉山 口出境开往德国汉堡、杜伊斯堡。 零碳绿色班列成功开行。 据了解，零碳绿色班列是指在运输过程中使用100%可再生能源（如风电、水电、光伏发电）供电的班列，能最大程度减少电气化铁路 运输的碳排放，实现碳中和。传统班列的能源来源可能包含化石燃料，碳排放相对较高。针对运输过程中无法避免的碳排放，零碳绿色班 列通过购买碳积分或支持联合国登记在册的环保项目（如可再生能源发电站建设）进行补偿，确保全程碳中和。 此次零碳绿色班列由湖北港口集团汉欧国际公司与德铁货运欧亚公司共同打造，其核心是在电气化区段使用100%绿色电力驱动列车， 在非电气化区段通过世界自然基金会（WWF）创立的黄金标准认证的碳抵消项目（如风电场、废料处理）补偿剩余排放，实现列车运行过 程中二氧化碳"零排放"。该班列铁路运输碳排放仅为公路的1/5。 湖北港口集团汉欧 ...

Core Viewpoint - Despite adverse weather conditions, logistics demand in China continued to expand in July, indicating strong internal momentum among enterprises and a balanced growth in logistics supply and demand [1] Group 1: Logistics Cost and Economic Impact - The logistics sector is crucial for connecting production and consumption, and reducing logistics costs enhances industrial competitiveness and economic efficiency [1] - In the first half of this year, the ratio of total social logistics costs to GDP in China fell to 14%, a decrease of 0.1 and 0.2 percentage points compared to the first quarter and the same period last year, respectively [1] - The government aims to reduce this ratio to around 13.5% by 2027, indicating significant potential for further cost reduction [1] Group 2: Challenges and Opportunities in Logistics Transformation - The logistics industry faces challenges such as high transformation costs, lagging technology development, limited application scenarios, insufficient data interconnectivity, and an immature smart logistics ecosystem [2] - The rapid development of technologies like mobile internet, big data, cloud computing, 5G, blockchain, and artificial intelligence presents opportunities for smart logistics, enhancing delivery efficiency and reducing costs [2] Group 3: Data Sharing and Green Transformation - Establishing a dynamic interconnection mechanism for logistics data across various transport sectors and government departments is essential for promoting data sharing and utilization [3] - The logistics sector should accelerate its green transformation by adopting low-carbon and energy-efficient technologies, upgrading facilities, and enhancing packaging standards to promote sustainability [3]

Core Viewpoint - The strategic partnership between SANY Heavy Truck and Zhuoxin Logistics marks a significant milestone in the development of green logistics in Fengcheng, with the delivery of 150 electric heavy trucks aimed at establishing a low-carbon demonstration model for the region [1][8]. Group 1: Strategic Partnership - SANY Heavy Truck and Zhuoxin Logistics have officially signed a strategic cooperation agreement for the procurement of 150 electric heavy trucks [5]. - The partnership aims to promote the large-scale application of new energy heavy trucks, aligning with China's "dual carbon" goals [3][12]. - Zhuoxin Logistics plans to leverage SANY's technological advantages to provide efficient and environmentally friendly transportation solutions [6]. Group 2: Project Significance - The procurement project is the largest single purchase of electric heavy trucks in Fengcheng for 2025, indicating a new phase in local green logistics development [8]. - The collaboration is expected to enhance the green logistics demonstration effect in Fengcheng and provide a replicable business model for low-carbon logistics transformation in the region [12]. - SANY Heavy Truck has expressed its commitment to deepen the electric strategy layout in Jiangxi, aiming to set a benchmark for green electric transportation in the province [13]. Group 3: Performance Metrics - Zhuoxin Logistics has successfully operated 34 units of the SANY lithium energy 600 model, achieving a 100% attendance rate with an average daily distance of 461 km and an ultra-low energy consumption of 1.2 kWh/km [10].

Core Viewpoint - The article highlights the launch of a hydrogen-powered zero-carbon freight line by Fuyou Truck, marking a significant step in the integration of hydrogen energy into logistics and transportation [3][6][8]. Group 1: Hydrogen-Powered Freight Line - A fleet of hydrogen-powered heavy trucks, capable of carrying over 300 tons, has commenced its first transport task from Dezhou to Qingdao, officially launching Fuyou Truck's zero-carbon freight line [3][6]. - The freight line spans approximately 450 kilometers, connecting major logistics hubs such as Dezhou Modern Logistics Park and Qingdao Qianwan International Logistics Park [6]. - The initial fleet consists of 18 hydrogen-powered trucks developed jointly by China National Heavy Duty Truck Group and Toyota, featuring a 300KW hydrogen fuel cell power system, emphasizing zero emissions and long-range capabilities [6][8]. Group 2: Strategic Initiatives and Future Plans - The launch of the zero-carbon freight line is part of Fuyou Truck's "Smart + Green Logistics Strategy," aiming to enhance logistics sustainability [8]. - The company plans to open more zero-carbon freight lines as supportive policies for hydrogen-powered trucks are introduced and hydrogen refueling infrastructure is improved [8][9]. - Fuyou Truck aims to collaborate with new energy manufacturers and hydrogen station operators to promote clean energy logistics, focusing on research and innovation in hydrogen-powered trucks and the establishment of a green logistics ecosystem [9].

Core Insights - The report highlights three investment events primarily focused on hub-type projects, indicating a trend towards infrastructure development in logistics and warehousing [2][3] Investment Events - Three investment events were recorded during the reporting period, all centered around hub-type projects [3] - On June 28, SF Express commenced its multi-modal international hub project, covering 490 acres with a total investment of 1.5 billion yuan, aimed at creating a smart logistics and warehousing center [3] - Guangzhou was approved as a national logistics hub with a total investment of 15 billion yuan to build an international trade logistics center [3] Financing Activities - Six financing events were recorded during the period, an increase from the previous month, with most financing types being bonds [3] - On July 10, SF Holdings issued a zero-coupon guaranteed convertible bond worth 2.95 billion HKD, with net proceeds expected to be approximately 2.9 billion HKD [4] REIT Performance - The 华夏安博仓储物流REIT has submitted its application materials, with underlying assets including projects in Guangzhou and Dongguan, totaling a building area of 349,600 square meters and a total valuation of 2.249 billion yuan [5][6] - The occupancy rate of the Guangzhou development zone project has declined, primarily due to normal lease expirations leading to short-term vacancies [6] Market Trends - The overall occupancy rate for warehouse logistics REITs remains above 90%, with many showing year-on-year increases [6] - 中金普洛斯REIT has successfully implemented a differentiated pricing strategy, resulting in a 6.6 percentage point increase in overall occupancy rates [7] Green Logistics Initiatives - China National Foreign Trade Transportation Group launched the "Bay Area Cross-Border Green Transport" product, marking a significant step in green logistics [7] - The focus on integrated warehousing and distribution is gaining traction, with companies recognizing the importance of green logistics for enhancing competitiveness and reducing long-term operational costs [7]

7月30日，更懂您·江淮1van全系列全场景全价值新品上市发布会在安徽合肥举行。活动现场，卡系 +VAN系+无人系三大系列新能源产品亮相，以全系列全场景全价值新能源物流解决方案，赋能用户价 值跃升，致力成为新一代智慧物流引领者。 据介绍，卡系产品分为恺达EX6和恺达U7两大系列，分别覆盖城市低频重载和城际高频重载场 景，栏板/厢体、单排/排半/双排、冷藏全覆盖，21项行业率先应用。其中，恺达EX6定位超值纯电小 卡，拥有重载版、双排作业版、平台定制版、地库厢车版以及冷链运输版，堪称城市重载首选；恺达 U7定位全新一代纯电高端轿卡，高端配送版空间、承载、续航、舒适全面领先，助力用户多拉多赚、E 路无忧、悦享旅途！ 为用户而生 为价值而来 发布会活动现场 近年来，商用车市场正经历结构性变革，双循环、新能源驱动的市场变革重塑物流产业格局。凭借 成本、政策等优势，新能源物流车迎来黄金发展期。江淮1van顺势而为，为用户而生，为更高价值而 来，懂趋势、懂需求、懂创新，通过"市场、用户、技术、合作"四大路径，推动绿色物流发展，引领新 能源商用车产业升级。 在掌握了底盘关键科技技术之后，江淮1van坚持全新正向研发，以技术 ...

Core Insights - DeepWay has announced that its core product, the "DeepWay Star," an intelligent electric heavy truck, has passed full compliance certification in New Zealand and has officially commenced operations and sales in the local market [1][5] Group 1: Product Features and Market Adaptation - The "DeepWay Star" made its international debut at the EROAD Fleet Manager's Day exhibition in Hamilton, New Zealand, showcasing its intelligent and electric technology [3] - The vehicle is designed with right-hand drive for the New Zealand market and is equipped with the "Tianji·Suixing" auxiliary driving system, with options for the "Tianji·Yanxing" intelligent platooning system to support multi-vehicle collaborative operations in bulk transport scenarios [3] - The truck is equipped with a 600 kWh large-capacity battery to meet the practical needs of urban and short-distance intercity freight in New Zealand [3] Group 2: Industry Impact and Strategic Goals - EROAD Fleet Manager's Day is the largest and most professional fleet management event in New Zealand, focusing on emerging vehicle technologies, safe driving culture, and energy management [5] - The participation in the exhibition and the certification achievement signify the adaptability and technological capability of DeepWay's intelligent heavy trucks in the global market, reflecting the company's advancing globalization strategy [5] - DeepWay aims to leverage intelligent electric technology and localized product capabilities to facilitate the global transition to green logistics and promote the development of a more environmentally friendly, efficient, and intelligent modern transportation system [5]

Group 1 - The core viewpoint of the articles emphasizes the rapid transition of the commercial vehicle industry towards new energy, particularly in the heavy-duty truck sector, driven by the "dual carbon" goals and market demand [1][3] - In the first half of the year, sales of new energy heavy-duty trucks reached 79,200 units, representing a year-on-year growth of 186%, indicating strong market momentum [1] - The penetration rate of new energy heavy-duty trucks is projected to exceed 20% by 2025, with estimates suggesting it could reach 50% by 2028 [3] Group 2 - The transition to new energy heavy-duty trucks is supported by various factors, including government subsidies, tax reductions, and improvements in charging infrastructure, which have collectively accelerated market growth [3][5] - The industry is witnessing a shift in application scenarios, expanding from traditional industrial uses to consumer-oriented logistics, creating a dual-driven model of "industry + consumption" [3] Group 3 - Yutong Heavy Trucks has launched a series of new energy products, including range-extended tractors and lightweight trucks, aimed at addressing customer needs and enhancing operational efficiency [1][11] - The company has invested over 10 billion in technology research and development over the past 20 years, establishing itself as a leader in the new energy commercial vehicle sector [10] Group 4 - Yutong's new energy heavy-duty trucks feature innovations such as weight reduction, enhanced safety through battery placement, and modular design for improved efficiency and adaptability to various operational scenarios [13][14] - The company emphasizes a customer-centric approach, offering comprehensive service solutions that enhance vehicle uptime and reduce operational costs [15][17] Group 5 - Yutong aims to set industry standards in service quality, focusing on high vehicle availability, reduced operational costs, and improved safety for customers [15][19] - The commitment to innovation and service excellence positions Yutong to capitalize on the evolving market dynamics and customer expectations in the new energy heavy-duty truck sector [19]

Core Insights - The logistics industry in China is showing signs of recovery, with various indices indicating growth and expansion in operations, driven by supportive policies and increasing demand for logistics services [4][6][10]. Industry Performance - The warehouse index for June 2025 stands at 51%, up 0.5 percentage points from the previous month, marking eight consecutive months of expansion [4][6]. - The China Logistics Prosperity Index (LPI) for June 2025 is at 50.8%, reflecting a 0.2 percentage point increase from May [8]. - The express delivery development index reached 458.9 in June, a year-on-year increase of 4.7% [8]. Market Dynamics - The average rental price for warehouses in June is 23.18 CNY per square meter per month, remaining stable, while the vacancy rate increased to 16.46% [12][16]. - In 41 key cities, the average rental price is 23.67 CNY per square meter per month, showing a slight decrease, with a vacancy rate of 15.24% [12][16]. Investment Trends - Three investment events were recorded, primarily focusing on hub-type projects, including the commencement of the SF International Multimodal Hub project [19][20]. - The total investment for the SF project is 1.5 billion CNY, aimed at enhancing logistics and supply chain efficiency [19]. Policy Support - Four key policies were noted, including initiatives to reduce logistics costs and promote cross-border e-commerce [10][11]. - The Anhui provincial government issued guidelines to integrate advanced manufacturing with modern logistics, encouraging the development of smart logistics systems [10]. Company Developments - SF Holdings issued a zero-coupon convertible bond worth 2.95 billion HKD, with proceeds aimed at enhancing international logistics capabilities and optimizing capital structure [22]. - Prologis China announced a mid-term note program of 20 billion HKD to be issued to professional investors [22]. REIT Performance - The rental rates for warehouse logistics REITs generally remain above 90%, with many showing year-on-year increases [24][23]. - The rental rates for the Guangzhou Development Zone project have declined, primarily due to normal lease expirations leading to temporary vacancies [23].

Core Insights - FedEx views China as a core part of its development strategy, citing the country's robust economic growth and potential for market expansion as key opportunities for the company [2][7] - The Chinese supply chain is undergoing significant changes, with advancements in digital transformation and the integration of artificial intelligence, enhancing the resilience and value of the supply chain [3][4] Group 1: Market Potential and Supply Chain Changes - China is recognized for its complete industrial chain, deep division of labor, and efficient collaboration, making it an attractive destination for foreign investment [4] - The Chinese supply chain is evolving with a focus on high-value ecosystems, driven by digital transformation and AI integration [3][4] - In 2024, China's manufacturing scale is projected to remain the largest globally for the 15th consecutive year, highlighting its critical role in the global supply chain [2] Group 2: Investment Plans and Strategic Focus - FedEx plans to enhance its routes from China to Europe, capitalizing on the growing trade between China and the EU, which saw imports and exports reach 2.82 trillion yuan in the first half of the year, a 3.5% increase year-on-year [6] - The company aims to upgrade its network in the Asia-Pacific region to support increasing transportation demands between China and Southeast Asia, following the completion of the RCEP 3.0 negotiations [6] - FedEx is focusing on empowering the supply chain in key areas such as cross-border e-commerce and heavy freight transportation, providing solutions for B2B and B2C exports and imports [6] Group 3: Sustainability Initiatives - FedEx is actively implementing green initiatives in China, with 20% of its delivery fleet now electric vehicles, and aims for global carbon neutrality by 2040 [8][10] - The company has received LEED Gold certification for its Shanghai headquarters, showcasing its commitment to sustainable infrastructure [8] - FedEx is also providing tools to help clients track their carbon emissions, supporting their sustainability goals [8][10] Group 4: Challenges and Opportunities in Green Logistics - The logistics industry's transition to green practices is becoming essential due to regulatory and market demands, with the Chinese government promoting green logistics development as part of its broader economic strategy [9][10] - The need for logistics companies to invest in sustainable practices, including infrastructure upgrades and low-carbon technologies, is critical for reducing carbon emissions [10]