新京报讯(记者吴婷婷)12月25日，国家邮政局举行四季度例行新闻发布会，据介绍，"十四五"时期，快 递"含绿量"继续提升，包装箱层数、包装袋厚度减量过半，胶带宽度减量25%，同城快递使用循环包装 比例达10%，年回收复用纸箱超8亿个。 国家邮政局市场监管司司长林虎表示，"十四五"时期，行业法规标准政策更全，快递包装更好，"瘦 身"胶带、"瘦脸"运单等减量化包装得到广泛应用。全行业光伏铺设面积448万平方米，配备高速安检机 4300余台，新能源和清洁能源车保有量超7.5万辆。 林虎指出，邮政业通过技术创新、模式优化和绿色管理，从收、转、运、派四个关键节点协同推进，实 现了全链条减碳。其中，在揽收环节，通过包装源头减量与绿色替代实现降碳；在运输环节，通过"新 能源+多式联运"双轮驱动低碳增效；在派送环节，通过无人化技术和智能化算法促进末端减碳。下一 步，将持续运用大数据、区块链及可视化、智能化技术，实现全链路物流碳足迹管理。同时，推动绿色 建筑、智能设备、自动分拣、光伏发电、新能源车、低空配送、绿色包装一体化减碳。 ...

Core Viewpoint - China National Heavy Duty Truck Group (CNHTC) has successfully launched a milestone project in collaboration with CATL and Bashu Logistics, establishing a new energy highway logistics system in China, showcasing its leadership in the new energy vehicle sector [1]. Group 1: Technological Innovations - The project addresses the challenges of transporting electric heavy trucks in mountainous regions by employing innovative battery swap technology, which enhances vehicle stability and allows for efficient battery swaps in just 5 minutes, even under extreme weather conditions [4]. - The new energy heavy truck battery swap highway, spanning 1,250 kilometers, is currently the longest in China, significantly improving operational efficiency [8]. Group 2: Strategic Partnerships - A strategic cooperation agreement was signed for the delivery of 1,000 battery swap heavy trucks, with the first batch of 200 trucks set to operate in the Sichuan-Chongqing region, validating the economic viability of electric heavy trucks in logistics [5][6]. - The partnership aims to deepen collaboration and promote the large-scale development of green logistics [5]. Group 3: Economic and Environmental Benefits - The operational cost of electric heavy trucks is approximately 0.62 yuan lower per kilometer compared to fuel trucks, potentially increasing annual revenue by nearly 60,000 yuan for each truck operating 100,000 kilometers [8]. - The establishment of 12 battery swap stations is expected to reduce carbon emissions by over 40,000 tons annually, equivalent to planting nearly 3 million trees, thus achieving both economic and environmental benefits [8]. Group 4: National Strategy Support - This initiative not only demonstrates product and technology capabilities but also successfully implements a "vehicle-battery synergy, network-vehicle linkage" model, advancing the scale of new energy logistics in China [10]. - CNHTC aims to continue collaborating with industry partners to build a green logistics ecosystem and create a low-carbon logistics corridor, contributing to the national transportation strategy [10].

上游新闻-重庆晨报记者 黎静 骐骥换电沪蓉干线川渝鄂段通车仪式昨天在巫山服务区举行。随着首批双向12座换电站正式投用，这条 连接东西部的物流大动脉不仅畅通，而且更加绿色经济。 现场技术人员介绍，该路段穿行川渝鄂山区，坡多弯急。此次采用的骐骥底盘换电技术，以低重心设计 提升车辆稳定性，且能实现5分钟高效换电，极端天气下效率稳定。这使得成都至武汉物流时间压缩至 18小时内，运输效率较传统充电模式提升40%。除了时间成本大幅度压缩，经济效益也将大大提升。现 场一家物流公司负责人表示，相较于传统燃油车，每公里可节省运营成本约0.62元。这意味着每辆车如 果年行驶10万公里，有望增加约6万元的年收益。值得一提的是，首批投用的双向12座换电站，预计日 换电量可达36万度，每年可助力减排超4万吨，相当于种植近300万棵树。 沪蓉干线是国家"五纵七横"国道主干线系统的重要"一横"，本次率先贯通的川渝鄂段，单向全长1250公 里，是骐骥换电网络中迄今里程最长的干线。根据规划，沪蓉干线将于2026年全线贯通至上海，届时， 更多的"重庆造"产品将能通过这条绿色大通道，以更低的物流成本、更环保的方式直达长三角。 ...

Core Viewpoint - The article discusses the transformative impact of Huawei's megawatt ultra-fast charging technology on the logistics industry, emphasizing a shift from "hour-level" to "15-minute-level" charging, which enhances operational efficiency and supports the transition to an all-electric logistics era [2][4]. Group 1: Charging Technology Impact - Huawei's megawatt ultra-fast charging technology achieves a continuous output of 2400A, enabling a charging speed that allows for significant efficiency improvements in logistics operations, with an increase of over 15% [4]. - The technology boasts a stability rate of over 99%, alleviating charging anxiety for drivers and facilitating seamless energy replenishment [7][4]. - The implementation of this technology is pivotal in constructing a modern logistics system that emphasizes green and low-carbon upgrades [4][11]. Group 2: Strategic Collaborations and Developments - Shandong Jinxiu Digital Energy Technology Co., Ltd. is collaborating with Huawei to build a comprehensive green intelligent charging network in Linyi, integrating vehicle, energy, and road systems to promote high-quality development in transportation and energy [8][11]. - Huawei has established a network of megawatt ultra-fast charging stations in cities like Linyi and Shenzhen, and is expanding this network across provinces such as Guangdong, Yunnan, Shandong, and Shanxi, facilitating the electrification of heavy-duty trucks [11][4]. - The initiative aims to transition electric heavy-duty trucks from closed environments to open scenarios, expanding their application from bulk commodity transport to express delivery services [11].

自2017年建立直接合作关系，基于徐工集团超限货物占比高的业务特性，中远海运集运充分发挥特种箱运输、端到端供应链协同等方面的核心优势，双方 在跨境运输定制化、海外仓储一体化等方面深度协同，共同打造绿色高效的全球物流供应链。 未来，双方将围绕共建全球化供应链体系、物流模式创新与数字化转型等方向，积极探索绿色物流、智慧供应链等新兴领域的合作机会，为中国工程机 械"走出去"提质增效，共同推动中国制造在国际舞台上绽放更加耀眼的光彩。 12月18日，徐工与中远海运集运举行战略合作协议签署仪式。双方围绕深化科技创新、跨境物流服务、绿色供应链、海外业务协同、数字化平台共建五大 核心领域展开深入交流。协议的签署，标志着"高端制造+全球物流"产业链深度协同进入新阶段。徐工集团、徐工机械董事长、党委书记杨东升与中远海 运控股董事总经理、中远海运集运董事长陶卫东等领导见证签约。 作为全球工程机械行业的领先品牌，徐工产品远销190多个国家和地区，在全球化战略布局中始终注重供应链的稳定与高效，为客户创造价值。中远海运 集运作为全球领先的集装箱航运企业，拥有覆盖全球的航线网络和丰富的物流资源。双方充分发挥在各自领域的优势，持续拓展合作广 ...

12月17日，顺丰同城旗下顺丰智联、顺丰同城（武汉）与武汉公交集团正式签署《无人车战略合作框架 三方协议》。三方将整合各自优势资源，跨界打造"公交+无人配送"创新生态，助力武汉"15分钟生活 圈"高质量建设，推动智慧交通与绿色物流深度融合，为提升城市末端配送效率注入新动能。 此次战略合作源于三方在各自领域的深厚积累与优势互补，形成了"1+1+1>3"的协同效应。 作为国内规模最大的独立第三方即时配送平台，顺丰同城旗下顺丰智联具备无人车研发、规模化运营及 物流网络搭建核心能力，为合作提供技术支撑与硬件保障。顺丰同城无人车运营公司总裁张燕兵表 示："此次合作是物流科技与城市公共资源的创新结合，我们将以规模化无人运营经验，让武汉市民享 受到更优质的配送服务。" 当前，国家正大力推进"新基建""智慧交通""绿色物流"战略落地，无人配送作为智慧物流的核心应用场 景，已成为缓解城市末端物流压力、提升配送效率的关键路径。武汉作为国家中心城市，在建设智慧交 通与完善民生服务网络的过程中，对高效、绿色的末端配送需求日益凸显。此次合作响应政策与城市发 展所需，通过顺丰同城的全场景即时配送优势、顺丰智联的技术硬实力与武汉公交集团的 ...

Group 1 - The core point of the article is that China Railway Materials (000927) announced plans to establish a joint venture named Zhongchu Shidai Green Chain Technology Co., Ltd. with a registered capital of 500 million yuan, aiming to enhance logistics efficiency and promote low-carbon upgrades in the logistics industry [2] - The company will invest 25 million yuan, holding a 5% stake in the joint venture, which includes other contributors such as China Materials Storage and Transportation Group, China Logistics Co., Ltd., and others [2] - The joint venture aims to provide competitive new energy transportation solutions, initially focusing on logistics and operational leasing services for specific areas like mining and infrastructure, with long-term plans for supplementary services such as energy replenishment and battery recycling [2] Group 2 - The main business of China Railway Materials includes comprehensive services for the railway industry and integrated supply chain services for engineering materials [3] - In the first three quarters, the company achieved a net profit attributable to shareholders of 453 million yuan, representing a year-on-year increase of 2.74% [3]

Core Insights - Jiangsu Shenyue Tong International Logistics Co., Ltd. has established itself as a benchmark enterprise in the railway transportation service sector in Tianjin, recognized for its comprehensive service capabilities, technological innovation, and industry influence [1][3] Company Overview and Core Positioning - The company focuses on the manufacturing sector, providing a one-stop service that includes import and export air and sea transportation, customs agency, warehousing management, foreign customs clearance, and last-mile delivery [3] - It serves high-value sectors such as IC semiconductors, new energy, steel, food, and machinery, optimizing supply chain efficiency for clients [3] - The company has processed over 100,000 tons of cargo annually, with air freight value exceeding 5 billion and sea freight container volume reaching 20,000 TEUs, marking it as a key player in international logistics services in Tianjin [3] Technological Innovation and Service Enhancement - The company emphasizes technology empowerment, developing an intelligent logistics management system through independent research and industry collaboration [4] - Key innovations include a cold chain transportation service that maintains temperature fluctuations within ±0.5℃, resulting in a 40% increase in order volume for a multinational food client [4][5] Logistics Transparency and Monitoring Systems - The company utilizes IoT technology for end-to-end visibility in cargo transportation, allowing clients to track critical data in real-time, with anomaly response times reduced to within 15 minutes [5] - A smart scheduling algorithm based on big data analysis has improved vehicle and vessel loading rates, reducing empty running rates by 18% and transportation costs by 12% [5] Industry Qualifications and Recognition - The company has received multiple industry qualifications and honors, enhancing its credibility and competitiveness in the international market [7][10] - It has successfully partnered with a Fortune Global 500 company, meeting stringent requirements for international freight forwarding and customs certification [7] Service Network and Global Reach - The company has built a logistics network centered in Tianjin, with domestic warehousing centers covering major economic regions and over 50,000 square meters of storage space [8] - Internationally, it has established strategic partnerships with logistics giants like DHL and UPS, setting up over 20 overseas warehouses in Europe, North America, and Southeast Asia [8] Future Outlook - The company plans to increase technological investments, aiming to cover 80% of transportation routes with its smart scheduling system within three years and expand into emerging markets like Africa and South America [11] - It is also exploring green logistics solutions to reduce carbon emissions by over 20% through optimized packaging and electric transportation [11]

Core Viewpoint - The delivery of 100 Dongfeng Liuzhou Automobile's hydrogen fuel cell trucks marks a significant milestone in the large-scale application of hydrogen fuel vehicles in logistics, contributing to the green logistics development in Guangzhou [1][3]. Group 1: Delivery and Client Background - The client receiving the trucks is a publicly listed logistics company specializing in integrated automotive parts supply chain, with a daily transport volume of 2,000 trips and a logistics network covering multiple regions in China [3]. - This delivery is an extension of a previous collaboration involving 200 trucks, showcasing the client's strong confidence in hydrogen fuel logistics technology and recognition of the quality of Dongfeng's products [3]. Group 2: Technological Collaboration and Product Features - The Dongfeng Liuzhou Automobile and HTWO Guangzhou have jointly developed the Chenglong H5 hydrogen fuel truck, integrating advanced technology from both parties [5]. - HTWO Guangzhou provides a leading 100kW high-efficiency fuel cell system, while Dongfeng leverages its extensive experience in chassis development to ensure optimal compatibility and performance of the vehicle [5]. Group 3: Future Cooperation and Industry Impact - The delivery is seen as the beginning of deeper cooperation, with plans for ongoing technical iterations and product optimizations to support the client's cost reduction and high-quality development [7]. - Dongfeng Liuzhou Automobile aims to contribute to the growth of China's hydrogen vehicle industry and the transition to low-carbon transportation [7].

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].