每经记者｜王郁彪 每经编辑｜贾运可 12月1日，国家邮政局监测数据显示，截至2025年11月30日，我国快递年业务量首次突破1800亿件。这 件快递是深圳市一位市民网购的智能学习机，从京东智狼仓发出，经无人快递车运输，由快递员送货上 门。 此前，当年快递业务量首次迈过500亿件、1000亿件门槛时，一箱猕猴桃、一箱柑橘成为标志性包裹， 背后是快递业支撑农产品上行、工业品下乡的民生价值；而今，新一轮科技革命赋能物流全链路，智能 分拣、无人配送设备已常态化运营，将智能学习机等产品送至消费者手中，实现了从"基础流通"到"智 能服务"的跨越。 物流黑科技全链路渗透 不过，赵小敏同时指出，"当前快递业仍存在若干突出问题：收入与业务量倒挂、服务水平与业务规模 不匹配、农村快递基础相对薄弱、出海规模有限，以及与实体经济融合不足等。下一阶段，应乘'十五 五'建设的东风，推动行业从数量扩张向数量与质量并重转型，且质量提升将愈发关键。" 记者注意到，《中共中央关于制定国民经济和社会发展第十五个五年规划的建议》明确提出，"做强国 内大循环，畅通国内国际双循环，统筹扩大内需和深化供给侧结构性改革"。 有机构指出，物流行业作为连接产业 ...

Core Viewpoint - The company reported a strong start in Q1 2025, achieving significant revenue and profit growth despite a complex international environment affecting the global container shipping market [1][2]. Financial Performance - In Q1 2025, the company achieved operating revenue of 57.96 billion RMB, a year-on-year increase of 20.05% [1]. - The net profit for the quarter was 13.23 billion RMB, reflecting a year-on-year growth of 72.21% [1]. - The net profit attributable to shareholders was 11.70 billion RMB, up 73.12% year-on-year [1]. Business Development - The company launched new shipping routes including WSA3 and WSA5 from China to South America, and resumed the AEU7 route from Far East to Northwest Europe, enhancing its global route network [1]. - The container shipping and terminal businesses both experienced steady growth during the reporting period [1]. Supply Chain Solutions - The company has significantly improved its global resource integration capabilities, offering tailored solutions for various customer segments, including "direct train + sea-rail connection" for industry clients and "customized LCL" for small and medium-sized clients [2]. - Supply chain revenue outside of shipping reached 10.85 billion RMB, a 14.39% increase year-on-year [2]. Digital and Green Transformation - The company has implemented AI technology across multiple business scenarios, improving vehicle entry and exit efficiency by 60% through smart yard renovations [2]. - The first methanol dual-fuel container ship, "Zhongyuan Shipping Yangpu," has been successfully named, marking a step in the green low-carbon transition [2]. - The Qian Kai terminal achieved 100% green electricity operation in Q1 and received an internationally recognized green electricity certificate [2]. Share Buyback and Future Outlook - As of April 29, 2025, the company has repurchased 43.24 million A-shares, spending approximately 600 million RMB, demonstrating its commitment to aligning market price with intrinsic value [3]. - The company aims to focus on its positioning as a global digital supply chain operation and investment platform centered on container shipping, while continuously optimizing global resource allocation and enhancing operational efficiency [3].