各位好，我是帮主郑重。今天咱们聊聊最近美国快递行业扔下的一颗重磅炸弹——UPS突然宣布裁员2万人，还计划关闭73个设施。这事儿背后可不简 单，我花了两天时间研究财报和行业动态，发现这可能是一场影响全球物流格局的大变革。 总的来说，UPS的裁员不是孤立事件，而是行业变革的缩影。未来的快递行业，要么像亚马逊一样自建生态，要么像UPS一样断臂求生，要么像极兔一样 用技术突围。作为中长线投资者，我会持续关注那些能在效率、成本和客户结构上找到平衡点的企业。这就是今天的解读，我是帮主郑重，咱们下期 见。 第三个原因，人力成本压得喘不过气。UPS去年和卡车司机工会签了个"天价合同"，5年内要多花300亿美元，司机时薪涨到49美元，还取消了强制加班。 这本来是为了避免罢工，但没想到直接把利润率压到了地板上。现在裁员关厂，其实是在"拆东墙补西墙"，用减少人力来对冲工会的压力。 不过，这事儿背后还有更深层的行业逻辑。首先，快递行业正在经历"效率革命"。中通、极兔这些中国企业已经用上了无人车和自动分拣机，一小时能处 理1万件包裹。UPS也在投钱搞自动化，计划把400个设施改造成智能枢纽。这就像当年的柯达，不拥抱数字化就得被淘汰。 ...

Group 1: Core Insights - Changan Mazda launched its second electric vehicle, MAZDA EZ-60, at the 2025 Shanghai Auto Show, receiving 10,060 orders within 24 hours, setting a record for pre-sale orders among joint venture brands in China [1] - The CEO of Mazda Motor Corporation, Akira Marumoto, emphasized the rapid advancement of electrification and intelligence in the Chinese automotive market, presenting both opportunities and challenges for Mazda's development in China [3] Group 2: Strategic Partnerships and Market Positioning - The collaboration with Changan Automobile is central to Mazda's strategy in China, with plans to explore more areas of cooperation, including technology sharing and supply chain integration [3] - Mazda aims to reduce battery costs through joint procurement with Changan and plans to cut fixed costs by 20% while optimizing the dealer rebate system [4] Group 3: Regional Strategies and Market Adaptation - Mazda is adopting different strategies for various global markets, focusing on accelerating the development of pure electric vehicles in China while promoting hybrid technologies in North America due to lower acceptance of pure electric models [4] - The company is prioritizing exports to markets with high demand and low tariffs, such as Southeast Asia and Europe, in response to high import tariffs in the U.S. [4] Group 4: Sales and Customer Engagement - Mazda is enhancing its sales conversion capabilities in regions with high ownership of Japanese vehicles by conducting specialized training for electric vehicle sales [11] - The company is actively promoting its new energy vehicles to existing customers of its 2 million gasoline vehicles through trade-in subsidies and test drive events [11]