Financial Data and Key Metrics Changes - The company's parcel volume reached 13.99 billion parcels, a year-on-year increase of 27% [7] - Revenue increased to $5.5 billion, representing a year-on-year growth of 13% [19] - Adjusted net profit rose to $156 million, a significant year-on-year increase of 147% [27] - Gross profit margin declined from 11% to 9.8% due to competitive pressures in the Chinese market [19] Business Line Data and Key Metrics Changes - In Southeast Asia, parcel volume reached 3.23 billion parcels, a year-on-year increase of 58%, with revenue growing by 29.6% to $2 billion [8][20] - In China, parcel volume increased to 10.6 billion parcels, a year-on-year growth of 20%, but revenue per parcel decreased from $0.34 to $0.30 [11][23] - New markets saw parcel volume reach 170 million parcels, a year-on-year increase of 22%, achieving positive EBITDA for the first time [14][25] Market Data and Key Metrics Changes - Southeast Asia's market share increased to 32.8%, up by 5.4 percentage points year-on-year [8] - The Chinese market's share rose slightly to 11.1%, with revenue growing by 4.6% to $3.1 billion [11][23] - New markets accounted for a significant turnaround, with revenue increasing by 24.3% year-on-year [25] Company Strategy and Development Direction - The company focuses on continuous cost reduction and developing non-ecommerce platform customers to enhance profitability [9][11] - Plans to replicate cost reduction strategies from China to Southeast Asia and new markets [15] - Emphasis on investing in network capacity and automation to improve operational efficiency [25][92] Management's Comments on Operating Environment and Future Outlook - Management acknowledged challenges from geopolitical conflicts and trade uncertainties but highlighted resilience and growth in Southeast Asia [6] - The company is optimistic about future growth in Latin America, expecting it to become a key growth engine [15][36] - Management noted the importance of adapting to market conditions and maintaining competitive pricing strategies [34][50] Other Important Information - The company achieved a strong cash flow, with net cash flow from operating activities amounting to $421 million [28] - Total cash and cash equivalents reached $1.7 billion as of June 30, 2025 [29] Q&A Session Summary Question: Impact of domestic policy on earnings and performance in Latin America - Management noted price recovery in certain provinces due to anti-involution policies, which may improve earnings [33] - The Latin American market is expected to grow further, supported by partnerships with key players like TikTok and MercadoLibre [36] Question: Update on non-ecommerce platform businesses and operational capacity in Southeast Asia - Non-ecommerce business is growing but at a slower rate than ecommerce parcels; it currently accounts for less than 10% of total parcels [41] - Capacity in Southeast Asia is sufficient to handle current volume growth, with plans for continued investment in capacity [45] Question: Cost reduction potential and market share expansion in Southeast Asia - The company aims to reduce costs further and improve efficiencies through various strategies [50] - Southeast Asia's e-commerce market is expected to grow significantly, and the company plans to enhance its market share [57] Question: Unit economics guidance and franchise model adoption - The company maintains stable EBIT per parcel and aims to balance growth with pricing strategies [70] - The franchise model is being implemented across Southeast Asia, with 30% of the network run by partners [74] Question: Cooperation with MercadoLibre and AI technologies - Collaboration with MercadoLibre is progressing well, with significant potential for growth [88] - The company is piloting autonomous delivery vehicles and deploying automated sorting equipment to enhance efficiency [90][92]

ne program arating Compey I d r 2 2 2 2 (1) 2017 - 11 PARKETER - 19 Stories 针对物流创业者，安能推出"10 亿筑梦基金"，向潜在加盟商提供无息贷款，覆盖车辆购置、门店装修等多重环节。 现场，"超级安能・橘子洲旗舰店"以"数字化展示+智能交互"为核心，打造了沉浸式的未来物流体验空间。安能超级门店呈现了在数字化与智能化方面的成 果，构建了一个可视、可感、可对话的未来物流场景。 北京商报讯（记者 赵述评）近日，安能在长沙橘子洲举办"安能 ANE 物流狂欢节"，汇集了物流科技、公益助农、文化市集与音乐演出，吸引众多市民和游 客参与。"超级安能・橘子洲旗舰店"在活动现场亮相，店内搭载国内首款多机协作通用人形机器人"小能"与AI数字人"运宝"，消费者可通过语音交互、实时 查询、智能报价与轨迹追踪等功能体验新物流。 据了解，本次物流节活动免费开放，首次汇聚百家特色商户，包括"逛吃美食集""货车市集""大学生创业市集""橘洲咖啡节""精酿啤酒节""平行诗歌节"六大 主题板块，构建"日咖夜酒"的年轻一代潮流消费场景。 活动现场，安能将天南海北的农产品摆 ...

近日，国家发展改革委公布了新一批国家物流枢纽建设名单，大连甘井子区谋划申报的商贸服务型 枢纽成功入选。在中日韩自贸区建设提速、区域经济贸易合作深化的大环境下，这座黄渤海之滨的港口 城市，正以"东北亚国际贸易网络重要支撑"的定位，将地理优势转化为推动区域经济协同的核心动能。 通过智慧仓配，全渠道直营配送模式实现了质的飞跃，一条分拣线最多可三人同时操作，效率大幅 提升。大连五佳国际贸易有限公司董事长何英介绍，供应商早上送来3000多个品种的15万件货物，30名 员工8小时就能完成分拣，当天就能送到500多家门店，最远的能到达丹东。 双片区协同发展 引燃产业协同的引擎 大连商贸服务型国家物流枢纽总占地面积8.7平方公里，定位为构建东北亚国际贸易网络的重要物 流枢纽，由大连湾、华北路两个功能片区组成。其拥有水产、钢材、再生资源等多个专业交易市场和城 市物流配送中心，可提供海铁联运、冷链物流、国际物流、城市配送等多种服务。目前，枢纽承担着东 北地区95%以上的水产品接卸中转、90%以上的跨海物流车辆运输。 物流枢纽的战略意义在于，它不仅是物流节点，更是产业协同的引擎。大连市甘井子区发改局局长 王健介绍，入选国家物流枢纽 ...

南都：从"跨境物流综合超市"到"数字化跨境物流综合超市"，企业的发展方向为什么会有这样的变化？ "不出海，就出局"，中国企业出海已成为业界共识。始于今年4月的关税风波，重塑全球电商格局的同 时，也倒逼中国跨境电商行业开启全球化战略转型。多市场布局、品牌出海，成为大趋势。作为跨境电 商的基础设施、连通中国与海外消费者的物流企业，又将如何赋能这场全球化新局？ 南都·湾财社《湾财出海观》对话皓鹏国际物流创始人易羊兵。全球21家分公司覆盖主流市场、致力打 造"综合性数字跨境物流超市"的皓鹏国际物流，强调结合数字化打破物流信息差，为中国企业出海布局 多元市场提供一站式出海物流解决方案。 南都·湾财社：缘何入局跨境物流板块？ 易羊兵：深圳是国际物流发展的优良土壤。浩鹏国际最初的业务，是基于我本身在13年到16年期间是做 To b的传统空运。从最初的小切口切入，到如今的行业领先，皓鹏从加拿大的空派开始，陆续发展了美 国、欧洲、英国的空派，以及欧洲加拿大、墨西哥等海运物流解决方案。 看整体运营业务，从国家的角度来说，是欧洲，英国，美国，加拿大，墨西哥，那如果从运输方式再做 区分的话，我们就会有空运，海运，铁路卡航，以及还会有 ...

Core Insights - The logistics demand in China continues to recover, with a total social logistics volume reaching 115.3 trillion yuan, a year-on-year increase of 5.6% from January to April [1] - Despite external shocks in April, the logistics sector demonstrated resilience, maintaining a stable and positive trend [1] Logistics Demand - The logistics demand is effectively supported by production and consumption needs, with industrial goods logistics growing by 5.7% and logistics for units and residential goods increasing by 5.9% year-on-year from January to April [2] - In April, 87.8% of 41 major industry categories experienced growth in logistics demand, with the equipment manufacturing sector showing a notable increase of 9.8% [2] Consumption Logistics - The potential for consumption logistics continues to be released, driven by policies promoting consumption and new business models such as short videos and live streaming [3] - Online retail sales of physical goods grew by 5.8% from January to April, accounting for 24.3% of total retail sales, indicating strong e-commerce activity [2] Price Index and Market Activity - The logistics service prices remained stable and showed improvement, with transportation and warehousing services experiencing increased demand [4] - The coastal bulk freight index averaged 1052.13 points in April, reflecting a 0.1% month-on-month increase, while the road logistics price index rose to 105 points, up 0.23% [4] Business Performance - Key logistics enterprises reported a cumulative business revenue growth of 7.3% from January to April, with supply chain contract orders increasing by 22% year-on-year [4] - Logistics companies are adapting to external uncertainties by expanding integrated and diversified value-added services [4] Future Outlook - The logistics sector is expected to face challenges from a complex external environment, but ongoing policies aimed at expanding domestic demand and promoting consumption may accelerate the transformation of manufacturing towards high-end and intelligent solutions [5]