开栏的话 马年春节一过，辽宁在首个工作日召开了"新春第一会"。这场会既是"十五五"开局之年的部署，更是谋振兴、抓落实的宣言。"发令枪"已打 响，会议提出的要求正转化为各地开局起步的行动。 重大项目是"十五五"实现良好开局的重要支撑。重大项目如何推进？"十五五"如何开局？今起，《辽宁日报》推出"开工看开局"专栏，记者奔赴全省各 地，深入项目工地，采访一线建设者，报道来自项目建设现场的零距离见闻。我们要呈现的，不仅仅是机器的轰鸣、火热的现场，还有那股不服输敢争先的 锐气、那份直面问题破题解局的勇气。请跟随记者的脚步，透过鲜活的文字与生动的画面，在一个个项目现场感受辽宁拔节向上的振兴脉动。 "不打扰，不打扰，走吧，跟我看看我们的智能工厂！"2月25日下午，在位于沈阳经济技术开发区沈西六东路53号的赛轮新和平工厂，见到突然到访的 记者，赛轮新和平（沈阳）轮胎有限公司总经理助理李建磊笑着迎上来，简单打过招呼就直奔车间。 中国轮胎行业领军企业之一赛轮集团，是中国首家A股上市的民营轮胎企业，总部位于山东省青岛市。去年7月，赛轮沈阳以2.6亿元完成工厂收购，后 续分两期投入建设：一期投资6亿元用于产线升级改造，二期追加投资1 ...

汽笛长鸣,"驼队"西行,一趟趟中欧班列正从济南铁路物流中心董家镇营业部驶出,穿越山海,联通亚欧。作 为中欧班列国家集结中心,济南的"钢铁驼队"春节不停歇,将山东制造持续送往世界各地。春节前夕,记者 来到济南铁路物流中心董家镇营业部,跟随值班主任牟林,走进这条日夜不息的开放通道,见证"钢铁丝 路"上的坚守与变迁。 文/片 记者 于泊升 实习生 魏子尧 济南报道 横穿亚欧仅需12天 为"准点丝路"保驾护航 春节前夕的董家镇营业部,吊装机械往来穿梭,集装箱整齐排列,一派繁忙景象。牟林站在轨道旁,目光紧盯 即将发车的中欧班列,每一个环节、每一处加固都不放过。 "这是经阿拉山口口岸开往匈牙利布达佩斯的全程时刻表班列,一共55节车厢,装的是拖拉机、轮胎、橡 胶、家电、食品,大都是咱们山东的产品。"牟林语气沉稳,透着专业与自信。 牟林的目光在大屏之间来回切换,记者跟着他的视角,见证了这场发生在铁路货场里的智慧变革。 园区入口处,以往人工核验车辆的长队早已不见踪影,货车抵达门口的瞬间,系统便完成了预约信息比对与 身份识别,短短几秒就能顺利通行,而在过去,人工登记核验在高峰时段要耗费20-30分钟。 车辆进场后,智能导航指引着 ...

物料搬运、自动化技术、运输系统、物流的国际盛会 时间：2026年11月3-6日 地点：上海新国际博览中心（上海市浦东新区龙阳路2345号） 主办单位：中国物流与采购联合会、中国机械工程学会、德国汉诺威展览公司 汉诺威米兰展览（上海）有限公司 搬运储藏设备：起重机、起重机附件升降设备、 仓储系统、货架系统、保管技术、组合升降设备、升降平台、工厂设备车间设备、 载人垂直升降平台、托 盘、料箱连续机械物料搬运设备、单轨输送车、连续机械物料处理设备附件、工业门、工业车辆、叉车、属具和仓库与保管设施的清洁系统、无人驾驶运输 系统、货架存取设备、手动搬运车、一般仓储用品、驱动技术组件、液压、气动、升降机、电梯、自动扶梯、移动平台、有轨车、升降机与电梯附件、所有 机械物料搬运设备的附件 包装挑拣装载技术：仓储和商场包装设备、汽车尾板、称重设备与测量设备、装卸平台与登车桥、包装与订单拣选系统、大宗装载设备、集装箱、滚装船 搬运交通功能：综合输送系统、公路运输车辆、商用车辆与配套设备服务、物流交钥匙系统、有轨运输车辆、 一体化供应链管理系统、铁路运输设备、机 器人物料搬运系、船舶、道路维修设备、立体停车库与停车设备、交通管控技 ...

2月22日，郑州航空港经济综合实验区北部，顺丰中原多式联运国际枢纽项目工地，技术工人邹伟生正 在进行承台混凝土温度测量。 "项目建成后，这里将成为顺丰在全国的智慧物流标杆，也为河南打造空铁陆多式联运新样板、积极融 入服务全国统一大市场增添物流动能。"河南省顺丰速运有限公司相关负责人说。 自开工以来，顺丰中原多式联运国际枢纽项目严格按照规划设计与施工节点高效推进，各环节建设工作 有序开展。目前，项目土方及桩基工程已全部完成，正在进行基础承台施工。上部结构也即将陆续插入 施工。 钢筋工王师傅提前结束自己的春节假期，返回工地。只见他将手中握住的钢筋缓缓送进轧辊，抬手间盘 圆已被校得笔直。"我们先来打基础，把钢筋加工好，等工友们回来了就可以进行后续钢筋绑扎，开始 地上作业。"王师傅说。 再过几天，随着工人们陆续返岗，整个工地就要进入繁忙的工作状态了。那个时候，运输车的汽笛声与 工地上的机械声交织，一曲枢纽经济发展的城市奋进曲又将奏响。（记者 胡舒彤） 承台是大体积混凝土结构，其稳固程度直接关系到项目后续智慧仓储、自动化分拣中心等核心设施的安 全运营。春节放假前，顺丰中原多式联运国际枢纽项目工程顺利完成首阶段承台浇筑任 ...

连日来，许多快递网点"入编"的新员工都在紧张忙碌着：满载年货包裹的无人配送车，每天按照预设路 线奔赴各个驿站。面对年货寄递旺季、假日用工紧张的现实挑战，无人配送车与快递小哥协同发力，持 续提升运行效率，确保配送平稳有序。 国家邮政局数据显示，2025年，我国快递业务量累计完成1989.5亿件，同比增长13.6%。随着行业规模 经济效应持续放大，快递企业主动适应新业态新模式需求，加大研发投入，增强创新能力，提升科技应 用水平。 全自动分拣出库、数智化创新应用、末端"无人"配送……如今，不少"黑科技"在快递企业仓储、运输、 派送等环节频频现身，大幅提升了生产效率，显著降低了错分、破损、遗失率以及揽派成本。 布局低空物流 前不久，位于山东省济南市中央商务区的中国人寿大厦迎来快递创新应用场景：无人机、无人车、楼宇 机器人组团来送快递。 随着一阵嗡嗡的螺旋桨声，一架无人机稳稳降落在大厦旁的无人机接驳柜。紧接着，快递小哥取出文件 包裹，交给楼宇机器人。机器人立即按照指定路线乘坐电梯，将文件包裹送到收件人办公室。无人机的 加入，将高时效性文件包裹的投递时效从传统模式的半天压缩至30分钟，标志着山东省以高端商务区为 载体的" ...

连日来，许多快递网点"入编"的新员工都在紧张忙碌着：满载年货包裹的无人配送车，每天按照预设路 线奔赴各个驿站。面对年货寄递旺季、假日用工紧张的现实挑战，无人配送车与快递小哥协同发力，持 续提升运行效率，确保配送平稳有序。 国家邮政局数据显示，2025年，我国快递业务量累计完成1989.5亿件，同比增长13.6%。随着行业规模 经济效应持续放大，快递企业主动适应新业态新模式需求，加大研发投入，增强创新能力，提升科技应 用水平。 全自动分拣出库、数智化创新应用、末端"无人"配送……如今，不少"黑科技"在快递企业仓储、运输、 派送等环节频频现身，大幅提升了生产效率，显著降低了错分、破损、遗失率以及揽派成本。 布局低空物流 前不久，位于山东省济南市中央商务区的中国人寿大厦迎来快递创新应用场景：无人机、无人车、楼宇 机器人组团来送快递。 随着一阵嗡嗡的螺旋桨声，一架无人机稳稳降落在大厦旁的无人机接驳柜。紧接着，快递小哥取出文件 包裹，交给楼宇机器人。机器人立即按照指定路线乘坐电梯，将文件包裹送到收件人办公室。无人机的 加入，将高时效性文件包裹的投递时效从传统模式的半天压缩至30分钟，标志着山东省以高端商务区为 载体的" ...

国家邮政局数据显示，2025年，我国快递业务量累计完成1989.5亿件，同比增长13.6%。随着行业规模 经济效应持续放大，快递企业主动适应新业态新模式需求，加大研发投入，增强创新能力，提升科技应 用水平。 全自动分拣出库、数智化创新应用、末端"无人"配送……如今，不少"黑科技"在快递企业仓储、运输、 派送等环节频频现身，大幅提升了生产效率，显著降低了错分、破损、遗失率以及揽派成本。 布局低空物流 连日来，许多快递网点"入编"的新员工都在紧张忙碌着：满载年货包裹的无人配送车，每天按照预设路 线奔赴各个驿站。面对年货寄递旺季、假日用工紧张的现实挑战，无人配送车与快递小哥协同发力，持 续提升运行效率，确保配送平稳有序。 如今，数智化在供应链中发挥着越来越重要的作用。对快递企业而言，效率与成本问题主要集中在前端 供应链环节，亟待整体性、结构性优化。其中，提升仓储库存周转率是关键之举。 前不久，位于山东省济南市中央商务区的中国人寿大厦迎来快递创新应用场景：无人机、无人车、楼宇 机器人组团来送快递。 随着一阵嗡嗡的螺旋桨声，一架无人机稳稳降落在大厦旁的无人机接驳柜。紧接着，快递小哥取出文件 包裹，交给楼宇机器人。机器人 ...

Core Viewpoint - The strategic cooperation agreement among Youjia Innovation, Dizhantian Green Technology, and Wall Gecko Technology aims to develop and deliver 3,000 autonomous logistics vehicles that meet automotive standards, enhancing market competitiveness and establishing a leading industry position [1][2]. Group 1: Cooperation Framework - The collaboration focuses on the research, manufacturing, and commercialization of autonomous logistics vehicles, emphasizing "complementary advantages, collaborative development, and win-win creation" [1][2]. - Youjia Innovation will ensure compliance with national and industry automotive certification standards, focusing on core technical indicators for the autonomous logistics vehicles [1][2]. - Wall Gecko Technology will lead the development of the vehicle chassis system, managing the entire process from component selection to performance validation and multi-scenario testing [2]. - Dizhantian will contribute to product definition, leveraging its understanding of logistics scenarios to provide practical suggestions for product features, performance metrics, and cost control [2]. Group 2: Market Deployment and Impact - The parties agree to scale deployment by integrating manufacturing systems and operational resources, aiming for mass implementation of autonomous logistics vehicles across various scenarios to enhance logistics efficiency and cost-effectiveness [2]. - The collaboration is expected to break traditional industry barriers and promote the large-scale application of autonomous driving technology in urban logistics [2]. - The long-term prospects for the L4 autonomous logistics vehicle business are positive, with significant progress since its launch, including multiple orders exceeding 100 units and successful product deliveries in various cities [3].

Core Viewpoint - The strategic cooperation agreement among Youjia Innovation, Dingshang Iron, and Bihu Technology aims to develop and deliver 3,000 autonomous logistics vehicles that meet automotive standards, enhancing market competitiveness and establishing a leading industry position [1][2]. Group 1: Cooperation Framework - The collaboration focuses on leveraging each party's strengths in operational management, R&D, and L4 autonomous driving technology to create a comprehensive strategic partnership [1]. - The agreement emphasizes "complementary advantages, collaborative development, and win-win creation" in the research, manufacturing, and commercialization of autonomous logistics vehicles [2]. Group 2: Responsibilities and Contributions - Youjia Innovation will ensure compliance with national and industry automotive certification standards, leading the integration of smart driving and chassis systems, and conducting comprehensive testing to deliver operational vehicles [1][2]. - Bihu Technology will lead the development of the vehicle chassis system, managing the entire process from component selection to performance validation, ensuring structural stability and operational reliability [2]. - Dingshang Iron will define the product based on deep insights into logistics scenarios, providing practical recommendations for product features, performance metrics, and market expectations [2]. Group 3: Market Deployment and Future Prospects - The parties agree to scale deployment by integrating manufacturing and operational resources, enhancing logistics efficiency and cost-effectiveness [2]. - The board believes that this cooperation will effectively reduce logistics costs and provide a replicable model for cost reduction and efficiency improvement in the industry [3]. - The long-term outlook for the L4 autonomous logistics vehicle business is positive, with significant progress and multiple orders exceeding 100 units already secured [3].

Investment Rating - The report does not explicitly provide an investment rating for the transportation sector Core Views - The transportation index decreased by 1.4% while the Shanghai and Shenzhen 300 index increased by 0.4%, indicating underperformance against the broader market [1] - During the Spring Festival travel period, the total number of people moving across regions increased by 5.1% year-on-year, with significant growth in waterway travel at 21.3% [2] - The express delivery sector is benefiting from price increases due to reduced competition, with a recommendation for SF Holding based on valuation and operational resilience [2] - The logistics sector is recommended for Haichen Co., as the chemical product price index shows a decline, but operational metrics remain stable [3] - The aviation sector is experiencing a slight increase in flight volumes, with domestic flights up by 5.67% year-on-year, and a recommendation for China National Aviation and Southern Airlines due to expected profit recovery [4] - The shipping sector is seeing fluctuations in freight rates, with geopolitical tensions driving oil transport rates higher, and a recommendation for companies involved in oil transport [5] Summary by Sections Shipping and Ports - The shipping sector is experiencing a slowdown in container shipping rates, with the CCFI index at 1088.14 points, down 3.0% week-on-week and 21.6% year-on-year [22] - Oil transport rates are increasing due to geopolitical risks, with the BDTI index at 1756.4 points, up 2.2% week-on-week and 91.5% year-on-year [35] Aviation and Airports - The aviation sector is showing signs of recovery, with a year-on-year increase in passenger numbers and a recommendation for airlines based on improved load factors and pricing [47] - The Brent crude oil price is at $71.76 per barrel, reflecting a 5.92% increase week-on-week, which may impact operational costs for airlines [64] Rail and Road - The rail sector is seeing an upward trend in passenger volumes, with a year-on-year increase of 8.52% in December [73] - The road transport sector is stable, with a slight decrease in freight traffic but a recommendation for investment based on dividend yields exceeding government bond rates [75]