Core Viewpoint - The development of intelligent supply chains is significantly transforming consumer shopping preferences and enhancing the efficiency of product delivery and production processes [3][5][9]. Group 1: Impact on Consumer Behavior - The rise of smart supply chains is leading to a shift from traditional production methods to a model where factories produce based on consumer demand, enabling personalized product offerings [3][9]. - Consumers are experiencing faster delivery times, with the transition from waiting three days for products to receiving them within half an hour [9]. Group 2: Waste Reduction and Sustainability - Intelligent supply chains are contributing to waste reduction and promoting greener practices, such as reducing the spoilage rate of fresh produce from 30% to below 10% through better inventory management [5]. - Logistics optimization is being achieved through smart route planning, which not only saves fuel but also reduces emissions [5]. Group 3: Rural and Urban Connectivity - The establishment of courier stations in rural areas is facilitating a two-way flow of goods, allowing industrial products to reach rural consumers while enabling local agricultural products to be sold nationwide through e-commerce platforms [7].

Market Overview - The three major stock indices in Shanghai and Shenzhen opened lower on May 26, with the Shanghai Composite Index experiencing a high and then retreating, while the Shenzhen Component and ChiNext indices showed a downward trend, continuing the adjustment seen in the previous two trading days [1] - By the midday close, the Shanghai Composite Index was at 3338.42 points, down 0.30%, with a trading volume of approximately 256.1 billion; the Shenzhen Component was at 10060.36 points, down 0.71%, with a trading volume of approximately 391.1 billion; the ChiNext Index was at 1995.61 points, down 1.28%, with a trading volume of approximately 172.6 billion [1] Institutional Insights - CITIC Securities noted an increase in external uncertainties and a faster rotation of themes, leading to a heightened preference for certain assets. They recommend prioritizing core assets and low-position sectors, while emphasizing the importance of domestic stimulus policies and global geopolitical changes [2] - China Galaxy Securities observed frequent style switching between large and small caps, indicating a lack of sustained upward trends. They highlighted the cautious sentiment among investors and the ongoing support from domestic policies aimed at stabilizing growth [2] Industry Focus - Guojin Securities reported strong growth in domestic demand for home appliances, with a focus on leveraging subsidies and the white goods sector's potential. They also suggested monitoring the black goods sector for ongoing structural upgrades and identifying opportunities in small appliances [3] Policy Developments - The Ministry of Commerce announced a plan to cultivate around 100 leading national smart supply chain enterprises by 2030, emphasizing the use of AI, IoT, and blockchain technologies to enhance supply chain digitalization and resilience [4] - The State Administration for Market Regulation is seeking public opinions on a guideline aimed at regulating the fees charged by online trading platforms to ensure fair practices and promote healthy development in the platform economy [5]

2、实施五年的医药价格和招采信用评价制度据悉即将迎来重大修订，将以更大力度敦促失信企业通过 主动降价"挤水分"来纠正失信行为。 3、市场早盘震荡调整，创业板指领跌，宁德时代跌近5%。沪深两市半日成交额6471亿，较上个交易日 放量7.68亿。截至收盘，沪指跌0.3%，深成指跌0.71%，创业板指跌1.28%。 智通财经5月26日午间新闻精选 1、商务部等8部门近日联合印发了《加快数智供应链发展专项行动计划》，提出到2030年，形成可复制 推广的数智供应链建设和发展模式，培育100家左右全国数智供应链领军企业。 4、港股午间收盘，恒生指数跌1%，恒生科技指数跌1.32%。比亚迪股份跌超7%，美团跌超5%。 ...

5月26日，A股三大指数集体低开，计算机、传媒、通信、电子等板块涨幅居前，国资云、AI语料等概 念震荡上涨。截至发稿，上证科创板人工智能指数下跌0.22%。 相关ETF方面，科创板人工智能ETF（588930）下跌0.18%，盘中频现溢价交易（当前溢折率0.26%）。 成分股方面，中邮科技涨超12%，凌云光、麒麟信安、云天励飞-U等多只个股跟涨。 值得关注的是，近两个交易日科创板人工智能ETF（588930）持续"吸金"。据Wind金融终端，科创板 人工智能ETF（588930）近2个交易日（5月22—23日）连续获得资金净流入，累计超2700万元，其中23 日单日"吸金"超2500万元。 科创板人工智能ETF（588930）紧密跟踪上证科创板人工智能指数，上证科创板人工智能指数从科创板 市场中选取30只市值较大的为人工智能提供基础资源、技术以及应用支持的上市公司证券作为指数样 本，以反映科创板市场代表性人工智能产业上市公司证券的整体表现。 消息面上，商务部、国家发展改革委、教育部、工业和信息化部、交通运输部、农业农村部、税务总 局、国家数据局等8部门近日联合印发了《加快数智供应链发展专项行动计划》。《行动计 ...

《行动计划》对数智供应链发展作出前瞻性、全面性、系统性部署。提出运用人工智能、物联网、区块 链等新技术，"一链一策"推进供应链数字化、智能化、可视化改造，到2030年，形成可复制推广的数智 供应链建设和发展模式，在重要产业和关键领域基本建立深度嵌入、智慧高效、自主可控的数智供应链 体系，培育100家左右全国数智供应链领军企业，我国产业链供应链韧性和安全水平进一步提升。 ...

Core Insights - The supply chain is recognized as a critical infrastructure and core competitiveness in the industrial sector, with digital transformation becoming an inevitable trend for industry development [1][2] - The "Chain Movement, Trillion Cost Reduction" initiative has been launched in Xi'an, gathering representatives from over a hundred industrial enterprises and supply chain experts to discuss the digital transformation of industrial supply chains [1] - Shaanxi Province, as a significant manufacturing base in China, has a complete industrial system and is accelerating the construction of a modern industrial system supported by trillion-level industrial clusters in modern energy, advanced manufacturing, and strategic emerging industries [1][2] Industry Performance - In the first quarter of 2025, the industrial added value above designated size in Shaanxi Province grew by 9.9% year-on-year, continuing a trend of monthly acceleration [2] - The initiative in Xi'an aims to enhance the industrial chain in Shaanxi, with JD Industrial committing to leverage its digital supply chain advantages to support the construction of a more efficient industrial supply chain ecosystem [2] Strategic Focus - Shaanxi Province is focusing on the development and stability of industrial and supply chains, promoting new industrialization, and continuously upgrading traditional industries while strengthening modern energy and emerging industries [2] - The Shaanxi Provincial Department of Commerce will enhance cooperation with JD Industrial to promote communication and collaboration among local cities and key industrial chain enterprises, supporting the application and promotion of digital supply chain solutions [2]

5月15日，"京东618惊喜开放日"在北京京东MALL南三环店举行，宣布又好又便宜的京东618将于5月底 正式开启，消费者不仅可以收获每人每天补贴超1000元、白条6期免息等优惠福利，还可参与京东618夏 日歌会、六大超级惊喜日等明星IP齐聚、新潮好玩的主题活动，享受延续一夏的极致低价和惊喜狂欢。 4月11日，京东推出"2000亿出口转内销扶持计划"，帮助销售困难的外贸企业打开国内市场，实现内外 贸一体化发展。京东五金城积极响应国家政策和集团号召，助力工业品企业拓展国内市场的同时，也为 国内客户和消费者提供更多优质的工业品供应和服务。针对外贸商家在线上平台独立经营店铺的能力短 板，京东五金城设置专业团队，帮助企业线上开店和进行电商运营培训，并开设外贸优品专区，通过流 量倾斜、全渠道营销支持等，帮助企业快速提升电商运营能力。对于尚不具备电商运营能力的产业带商 家，京东五金城联动产业带龙头服务企业，设立"地标馆"提供频道、流量等资源扶持，实现无忧托管、 省心卖货，助力企业生产研发，让原本以外贸为主的工业品企业"上京东、卖全国"。目前，京东五金城 已经完成温州乐清、金华武义等五金工具产业带的地方馆的签约工作。 对于 ...

5月13日，京东集团发布了2025年一季度业绩。数据显示，该季度京东集团收入为3011亿元人民币，同 比增长15.8%，以远超同期大盘增速的高增长领跑行业，并创下近三年来最高同比增速。截至一季度京 东体系的研发投入已累计达1456亿元，不仅推动自身发展，还凭借技术服务产业，助力全社会降本增 效。 今年两会政府工作报告提出持续推进 "人工智能 +" 行动，京东积极响应，在多业务板块推进 AI 技术应 用。京东云解耦出协同办公、专业助手、客户服务、营销推广和数据应用五大核心场景，并通过 JoyAgent 智能体平台输出 AI 生产力，助力企业智能化转型；京东物流的人工智能驱动数据治理与建模 分析一体化解决方案入选工信部典型应用案例；京东健康发布大模型产品 "AI 京医"等。 此外，面对内外贸一体化，京东推出2000亿出口转内销扶持计划，京东政企业务在京东企业购、京东慧 采、京东锦礼等平台上线出口转内销专区，帮助外贸企业快速拓销路，还通过与工商银行、国家能源集 团、南方电网等众多国央企携手合作，构建起多行业、全产业高效协同的服务生态和立体化帮扶矩阵。 如今，政企采购已经进入"业采融合"的数智化采购新时代，将为企业和 ...

Group 1 - Zhejiang Weipai Packaging Equipment Co., Ltd. has signed a strategic cooperation agreement with JD Industrial to enhance their e-commerce partnership and promote the digital transformation of the packaging equipment industry [1][4] - Zhejiang Weipai is a leading company in the smart packaging equipment sector, holding approximately 70% of the global market share and 80% of the domestic market share in its product categories [1][2] - JD Industrial has established itself as a leading provider of industrial supply chain technology and services in China, with a strong digital infrastructure and operational experience [1][2] Group 2 - The partnership aims to open a flagship store for Weipai on JD Hardware City, with significant sales growth reported, including a 150% increase in sales for electric strapping machines and sealing machines by April 2025 [2][3] - The collaboration will focus on channel integration and self-operated warehousing to enhance business growth, aiming to create the top online brand for electric strapping machines [3][4] - JD Industrial will leverage its full-channel resources to help Weipai reach a broader customer base, improving supply chain responsiveness and reducing logistics costs [3][4] Group 3 - The strategic cooperation is seen as a crucial step for Weipai to enhance its online presence and customer service experience, with expectations for increased market influence [4] - Both companies emphasize the importance of packaging design and products in modern industrial production, aiming to provide cost-effective solutions while adapting to technological advancements and market changes [4]

Group 1 - JD Industrial and Yongchuang Intelligent have signed a strategic cooperation agreement to enhance the digital supply chain in the packaging equipment industry [2][3] - Yongchuang Intelligent is a leading domestic packaging equipment company, focusing on R&D, manufacturing, and technical services for packaging equipment and materials [2][3] - The packaging equipment industry is a key segment encouraged by the government for smart manufacturing, with increasing demand driven by the rapid development of downstream industries like food and pharmaceuticals [3] Group 2 - In 2024, Yongchuang Intelligent's subsidiary Zhejiang Weipai will open a self-operated flagship store on JD Industrial's platform, with plans to further deepen cooperation by 2025 [4] - JD Industrial will provide Yongchuang Intelligent access to various channels, including JD Hardware City and other procurement platforms, to enhance market penetration [4][5] - The collaboration aims to improve supply chain response speed and customer satisfaction while reducing Yongchuang Intelligent's warehousing and logistics costs [5] Group 3 - The partnership signifies a shift from platform cooperation to deep supply chain integration, focusing on cost reduction and efficiency improvement [5] - Both companies aim to explore the construction and implementation of a digital supply chain in the packaging equipment sector, enhancing industry collaboration and supply chain integration [4][5] - The strategic cooperation is expected to inject new momentum into the high-quality development of the packaging industry [5]