记者从国家邮政局了解到，2025年我国邮政快递业寄递业务量已突破2000亿件。全年支撑实物商品网上零售额超14万亿元。 国家邮政局数据显示，去年我国邮政快递业业务收入和行业寄递业务量分别完成1.8万亿元和2165亿件，同比分别增长6.4%和11.5%。 国家邮政局数据显示，"十四五"期间我国邮政快递业服务能力不断提升。年业务收入从1.1万亿元提升至1.8万亿元，年均增长超过10%，增速居现代服务业 前列。年快递业务量实现从百亿级到千亿级跃升，由800多亿件增长到近2000亿件。人均年快递使用量从59件增长到141件。 五年来，我国邮政快递业智能化水平提升，规模以上分拣中心基本实现自动化运营，云计算、大模型在需求预测、智能仓管、智能调度、路径规划等多个场 景加速应用。邮政快递的综合运输组合效率、信息化组织化程度、服务范围和性价比稳居世界前列。 农村快递服务的覆盖率持续提升。全国累计已开通交邮联运邮路1.3万条，建设合作站点14.5万处。 此外，国际寄递物流体系也在不断加快建设，累计建成海外仓374个，较2024年新增41个，新增面积122万平方米。2025年国际、港澳台地区包裹业务量达42 亿件，年均增长超过1 ...

2025年收官，2026年启新，又到各行各业盘点得失、谋划开局的重要时刻。 2025年12月31日是2025年的最后一个股票交易日，快递行业交出怎样的成绩单？ 据《上游新闻》报道，"记者根据同花顺iFinD数据等统计，2025年，申通快递以33.36%列年度快递A股股价涨幅第一。其次为圆通速递，涨幅为18.73%。另 外，H股极兔速递年度涨幅为70%。" | 序号 | 股票代码 股票简称 | | 现价(元) | 市盈率(pe) | 月涨跌幅(%) | 2025年涨跌幅(%) | | --- | --- | --- | --- | --- | --- | --- | | J | 002468. SZ | 申通快递 | 13. 42 | 20. 39 | -6. 61 | 33. 36 | | 2 | 600233. SH | 圆通速递 | 16. 42 | 14. 65 | -3.70 | 18. 73 | | 3 | 002352. SZ | 顺丰控股 | 38. 32 | 17. 43 | -0.13 | -2.74 | | 4 | 603056. SH 德邦股份 | | 13. 67 | -37.77 | ...

"我们在多个蓝莓核心产区布局无人机低空物流网络，打通产地'最初一公里'，并结合AI智能分拣、高 光谱成像等技术，推动蓝莓标准化分级，提升产品附加值。"顺丰集团特色经济项目部副总经理郭翔兵 说，顺丰在国内通过自有全货机航线，实现云南蓝莓"枝头采摘—产地直发—全国次日达"高效流转；在 国际端，开通跨境全货机专线，48小时内可覆盖东南亚核心城市。 眼下，云南省昆明市、玉溪市、德宏州等地的蓝莓迎来丰收季。为确保蓝莓从"枝头到舌尖"的新鲜体 验，顺丰速运深耕蓝莓寄递，见证了云南蓝莓从区域品牌走向全国、迈向全球的历程，发运量从2018年 的5万件增长至2025年的上千万件。 （文章来源：经济日报） 高效及时送达是衡量快递物流服务质量的重要标准之一。"2025年以来，顺丰通过科技赋能，实现智能 化、无人化技术在端到端物流的全链路深度应用，大幅提升操作岗位效能，支撑业务规模化扩张下的高 效运营。"顺丰集团首席新闻发言人孙玉松告诉记者。 物流快递企业正告别传统"低价换量"的粗放式竞争模式，转向以客户价值为导向、数智能力为引擎的高 质量发展新阶段。2025年12月1日，顺丰推出"超时赔付"服务，只要在小程序或APP等顺丰官方渠道 ...

阿联酋迪拜智能物流园内，叉车在宽敞的通道间穿梭，近80万件电子产品正通过智能化系统分拨至中东 各地。几千公里外的中国武汉，满载货物的货车驶入东西湖物流园，产自东北黑土地的乳制品从这里分 拨运往湘鄂赣三省的500多家经销商。这些跨越时空的场景切片，共同勾勒出京东智能产发股份有限公 司（简称"京东产发"）以物流基础设施服务产业发展的战略图景——构建全球仓网，为供应链筑基。 作为京东集团旗下提供基础设施建设、资产管理和综合服务的子集团，京东产发前身是京东自建物流体 系的基础设施部门，国内第一座"亚洲一号"高标准仓库就是由其设计及建造。基于长期服务物流与电商 领域积累的经验，京东产发对零售和供应链的理解更为深刻，并通过多年的建设验证和产品迭代，为产 业客户提供更加定制化的仓储产品。 高效的物流是零售业的根基。随着今年我国第1800亿件快递从京东仓库送出，高度自动化、智能化的京 东零售物流体系已可以轻松应对零售旺季的快递高峰。在京东东莞智能产业园双层库内，大型交叉带分 拣系统全长22公里，分拣机上的800多个分拣滑道将包裹精准分流至京东产发全国各区域物流中心，日 均可处理百万级订单。高效的物流运行，源于京东产发多年沉淀 ...

Investment Rating - The report indicates a strong growth potential for the third-party logistics (3PL) industry in China, with an expected market size exceeding 1.2 trillion RMB by 2025, reflecting a compound annual growth rate (CAGR) of over 10% [18][20]. Core Insights - The third-party logistics industry is characterized by a diverse range of services, including transportation, warehousing, distribution, logistics information management, supply chain design, and reverse logistics [7][8]. - The industry has evolved significantly, driven by the rapid growth of e-commerce and manufacturing, leading to increased demand for logistics services and a shift towards more integrated and intelligent supply chain solutions [12][14]. - The report emphasizes the importance of technology, such as artificial intelligence, IoT, and big data, in enhancing logistics efficiency and service quality [20][27]. Market Size and Structure Analysis - The overall market size of China's 3PL industry surpassed 1 trillion RMB in 2024, with significant contributions from e-commerce, manufacturing, and fast-moving consumer goods sectors [17][18]. - By 2025, the market is projected to reach 1.2 trillion RMB, with warehousing services accounting for approximately 30% and transportation services for about 40% of the total market [21][25]. - The report highlights the strong growth in niche markets such as e-commerce logistics, pharmaceutical logistics, and cold chain logistics, driven by technological advancements and changing consumer demands [22][24]. Competitive Landscape - The market concentration is increasing, with leading companies like SF Express, JD Logistics, and COSCO Shipping Logistics capturing over 40% of the market share [33][37]. - These leading firms leverage extensive logistics networks, advanced technology, and strong capital to maintain their competitive edge [51][52]. - Smaller logistics companies focus on specific regional markets and niche services, often emphasizing personalized and flexible solutions to meet local demands [54][56]. Demand Analysis - The manufacturing sector remains the largest customer group, accounting for about 40% of the market, with a growing emphasis on efficiency, precision, and cost control in logistics services [30][39]. - E-commerce and retail sectors are rapidly expanding, driving demand for fast delivery and last-mile services, which necessitate continuous innovation in logistics solutions [42][43]. - The fast-moving consumer goods and pharmaceutical industries have specific logistics requirements, including speed, frequency, safety, and compliance with regulations [45][46]. Future Development Trends - The report predicts a deep integration of smart and digital technologies across the logistics chain, enhancing automation and decision-making capabilities [57]. - Green logistics and sustainable practices are becoming central to industry development, with a focus on reducing carbon emissions and optimizing resource use [58][59]. - Cross-industry collaboration and innovation are expected to drive the evolution of logistics services, creating a more interconnected and efficient ecosystem [60].

Core Insights - The partnership between Cainiao and China Life has been strengthened through the establishment of a logistics investment fund with total assets exceeding 1.7 billion RMB [1] - The fund will focus on high-standard warehousing and logistics infrastructure in key cities of the Yangtze River Delta and the middle reaches of the Yangtze River [1] - The initiative aims to create a modern logistics node network that is intelligent, green, and efficient [1] - A diverse range of quality institutional investors, including Shentong Express, AIA, Zhonghong Life, and Caixin Life, have participated in the fund [1]

Core Viewpoint - The strategic partnership between Cainiao and China Life has been deepened with the establishment of a logistics investment fund exceeding 1.7 billion RMB, focusing on high-standard logistics infrastructure in key cities of the Yangtze River Delta and Central Yangtze region [1][3]. Group 1: Fund Overview - The newly established fund aims to create a modern logistics node network that is intelligent, green, and efficient, attracting diverse institutional investors including Shentong Express and AIA Life [1][3]. - This fund marks the third collaboration between Cainiao and China Life in the logistics infrastructure sector, with previous asset management totaling over 15 billion RMB [3]. Group 2: Industry Context - The logistics and warehousing industry in China is at a critical stage of high-quality development, driven by the robust growth of the e-commerce sector and systematic government policy guidance [5]. - The government has outlined plans to reduce logistics costs through various reforms and initiatives, emphasizing the need for intelligent, green, and efficient logistics systems [5]. Group 3: Project Focus - The fund will invest in high-standard, modern logistics facilities, including intelligent transfer hubs that integrate automation and digital technologies for efficient cargo transfer [6]. - These transfer hubs are crucial for enhancing logistics efficiency and service levels, forming an integral part of a robust logistics network [6].

Group 1 - The core point of the article is the strategic cooperation between Cainiao and China Life to establish a logistics investment fund with a total asset scale exceeding 1.7 billion RMB [1] - The fund will focus on high-standard warehousing and logistics infrastructure in key cities of the Yangtze River Delta and the middle reaches of the Yangtze River [1] - The initiative aims to create a modern logistics node network that is intelligent, green, and efficient [1] Group 2 - The fund has attracted a diverse range of quality institutional investors, including Shentong Express, AIA, Zhonghong Life, and Caixin Life, in addition to Cainiao and China Life [1]

Group 1: Business Performance and Revenue - The company anticipates significant revenue from lithography machine maintenance services in 2024, driven by the growing domestic semiconductor industry [1] - The fourth quarter is expected to be a peak season for international logistics, with the company leveraging its multi-modal transport products to balance cost and efficiency [2] - The company has seen steady contributions from its self-built warehouses in Chongqing and Kunming, which are expected to enhance overall performance [8] Group 2: Strategic Initiatives and Market Opportunities - The establishment of a wholly-owned subsidiary in Hainan positions the company to capitalize on the development of the Hainan Free Trade Port [3] - The company is actively exploring mergers and acquisitions in strategic industries, particularly in the semiconductor sector [4] - The company is expanding its international logistics capabilities, integrating various transport modes to enhance service resilience and efficiency [5] Group 3: Technological Advancements and Innovations - The company is investing in AI and big data technologies to optimize international logistics processes, with R&D expenses increasing by 27.27% year-on-year [6] - Plans are in place to develop smart logistics networks, including automated warehouses and AI logistics management systems [6] - The company aims to enhance its supply chain digitalization and automation to reduce costs and improve operational efficiency [6] Group 4: Customer Engagement and Market Position - The company is building a customer base in the semiconductor sector, having established partnerships with both domestic and international firms [7] - The impact of tariffs on the company's export business to the U.S. is minimal, indicating a limited effect on overall performance [7] - Future business growth in the semiconductor field will be communicated through regular company reports, adhering to confidentiality agreements with clients [8]

Core Insights - The express delivery industry in China experienced significant growth during the "Double 11" shopping festival, with a total of 13.938 billion packages delivered from October 21 to November 11, averaging 634 million packages per day, which is 117.8% of the regular daily volume [1] - The peak daily volume reached 777 million packages, setting a new record for single-day delivery [1] - The industry is increasingly collaborating with e-commerce platforms to enhance operational efficiency and service quality [1] Group 1: Industry Performance - The express delivery market continues to expand, supporting consumption upgrades and economic growth [1] - The 16th peak season for express delivery saw a long duration and substantial volume, putting pressure on service networks [1] - Major express companies are adopting advanced technologies, such as autonomous delivery vehicles and AI systems, to improve delivery efficiency [1] Group 2: Green Transformation - During the "Double 11" period, SF Express reduced carbon emissions by nearly 100,000 tons through a comprehensive green logistics system [2] - JD.com promoted the use of recyclable packaging materials, resulting in a carbon emission reduction of 15,000 tons [2] - The industry is making significant strides in green development by collaborating with e-commerce platforms to enhance sustainable practices [2]