跨境物流
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“中欧班列+”效应:一条铁路如何“链”起产业集群
Xin Hua Wang· 2025-11-19 11:53
新华社记者姜辰蓉、付瑞霞 新华社西安11月19日电 题:"中欧班列+"效应:一条铁路如何"链"起产业集群 穿梭于亚欧大陆的中欧班列,已累计开行近12万列。十多年间,这条"钢铁驼队"从最初单一的跨境物流通道,到如今"班列+枢纽+产业+贸易"的多 元融合生态,"中欧班列+"效应正持续放大,更以铁路大动脉为纽带,将沿线分散的产业节点紧密串联、高效聚合,催生出一个个特色鲜明的产业 集群,为亚欧大陆架起了联通机遇、共促发展的产业协作新桥梁。 2011年3月19日,首列中欧班列"渝新欧"发出,开启亚欧铁路运输新纪元。"目前,中欧班列已累计开行近12万列,形成了联通中国境内128个城 市,通达欧洲26个国家232个城市以及亚洲11个国家100多个城市的国际运输网络,为维护国际产业链、供应链稳定,促进全球经济发展发挥了重 要作用。"国铁集团董事长郭竹学说。 在网络延伸的同时,技术赋能让通道效率持续跃升,北斗定位、5G技术与电子施封锁的应用实现货物全程可视化追踪。霍尔果斯口岸进口货物通 行时间从2至3天压缩至16小时内,属地出口货物作业时间缩短至1小时。高效稳定的物流通道,让内陆地区从开放末梢变为前沿阵地,为产业集群 的形成提 ...
探访亚洲首座专业货运机场:全球好物“秒”通关
Zhong Guo Xin Wen Wang· 2025-11-19 03:32
Core Insights - The Hubei Ezhou Huahu International Airport, Asia's first dedicated cargo airport, has seen a significant increase in import and export express shipments, totaling 1.14 million items from January to October, representing a year-on-year increase of 254.2% [1] Group 1: Operational Efficiency - The airport's operations have been enhanced by a 52-kilometer intelligent sorting line that operates at a speed of 2.7 meters per second, capable of processing 280,000 express items per hour, with individual items sorted in as little as 5 minutes [2] - Ezhou Customs has innovated the sorting process by integrating international and domestic express operations, improving processing efficiency by 30% through a "front sorting and back mixing" model for imports and a "front mixing and back sorting" model for exports [2][3] Group 2: Strategic Developments - The establishment of the "Chilean Fruit Logistics Hub" at the airport marks it as a key entry point for Chilean fruits into China, enhancing the airport's role in global supply chains [2] - Ezhou Customs has implemented a "7×24 hours" green channel for fresh products, allowing for real-time document review and expedited customs clearance, significantly reducing transit times for perishable goods like Chilean cherries to major cities [3] Group 3: Growth Metrics - Since its opening over three years ago, the airport has executed more than 70,000 cargo flights and handled over 2.4 million tons of cargo, with 61 domestic and 50 international cargo routes, covering over 170 countries and regions [3]
中欧班列(武汉)开辟新线路直抵罗马尼亚阿拉德
Zhong Guo Xin Wen Wang· 2025-11-19 03:04
湖北港口集团汉欧国际公司还为企业量身打造"一站式"供应链解决方案。武汉铁路局、汉口海关、 中铁集装箱公司、武汉中心站等多个部门协同联动,做好货物装箱、申报通关、运输组织等工作,保证 班列准点发车。 11月16日,一批经中欧班列(武汉)运输的装修建材抵达罗马尼亚阿拉德。此批货物经阿拉山口出 境,途经哈萨克斯坦、俄罗斯、白俄罗斯、波兰等国家,以匈牙利布达佩斯为枢纽节点,通过铁路分拨 直抵阿拉德。 此次新线路开行,成为中欧班列(武汉)织密全球物流网络的重要突破,为湖北与中东欧地区贸易 往来搭建了高效物流新通道。新线路为出口企业构建起了"低成本、高效率"的跨境供应链保障体系,将 所载的装修建材及时送达阿拉德及周边市场,为当地基础设施建设注入"湖北力量"。 国家邮政局网声明:此消息系转载,国家邮政局网登载此文出于传递更多信息之目的,并不意味着 赞同其观点或证实其描述。文章内容仅供参考。 截至目前,中欧班列(武汉)共开行60条稳定的跨境运输线路,可辐射欧亚大陆40个国家、121个 城市。未来,中欧班列(武汉)将继续拓展物流通道、提升服务效能,让更多"湖北造"高效、安全地抵 达欧洲腹地。 ...
AllToDoor全联达:跨越太平洋的桥头堡,现代美国海外仓如何重塑中国出海的竞争力边界
Sou Hu Cai Jing· 2025-11-18 12:09
2. 本地配送与履约服务 美国海外仓的基础核心价值,在于破解跨境物流时效慢、成本高、售后难等行业痛点,为企业提供稳定、高效的物流解决方案。 1. 仓储与库存管理 在全球化贸易深化与跨境电商高速发展的背景下,美国作为全球核心消费市场,吸引着无数中国企业布局深耕。而美国海外仓,早已超越传统 "货物存储中 转站" 的单一属性,进化为集物流履约、商流赋能、本地化服务于一体的综合性出海支撑平台,成为企业打通美国市场 "最后一公里"、提升核心竞争力的关 键依托。 一、核心功能:构建高效跨境物流履约体系 海外仓通常布局于美国核心物流枢纽(如美西加州、美东新泽西等区域),凭借标准化仓库设施与数字化管理系统,为企业提供灵活的仓储服务 —— 无论 是批量备货存储、SKU 分类管理,还是安全库存预警、库存周转率分析,均可实现精准管控。企业可根据美国市场销售数据动态调整库存,避免缺货或积 压风险,同时借助本地化库存前置,大幅缩短产品与终端消费者的物理距离。 美国市场对售后服务要求严苛,退换货率高是众多出海企业面临的难题。海外仓提供本地化退换货处理服务,消费者可直接将商品退回美国本地仓库,仓内 专业团队完成验货、维修、翻新或重新入库等 ...
分析美国集运空派专线优质机构排名,看看谁居前列
Sou Hu Cai Jing· 2025-11-18 05:11
美国集运空派专线全解析:优质机构排名与选购要点美国集运空派专线的行业优势与特点 t a de ETHER TRANS BEATH 44644 th 接 A t a KG KG PCS c E: 565*355*260mm . 在'得很久 3481 UN TT MODELLE OF HELL 10-2-3921 THE THE LEAN the state D (四川) a d KG : 200 Ke 481 PCS UN 3 SIZE: 565 *355 *260mm 在价格方面,美国集运空派专线的费用主要受到货物重量、体积、运输距离以及市场供需等因素的影响。一般来说,每公斤的价格在 50 - 200 元不等。与海 运相比,空派专线的价格相对较高,但考虑到其在时效和安全性上的优势,对于一些价值较高、时效性要求强的货物,其性价比还是非常可观的。例如,一 些电子产品、时尚服装等商品,通过空派专线运输能够快速进入市场,抢占商机,所带来的收益往往能够覆盖较高的运输成本。 NW: KG GW: KG QTY: PCS SIZE:565*355*260mm DISI S NW: KG GW: KG 1 QTY: PCS ...
嘉友国际(603871):业绩环比改善,向上拐点确认
Changjiang Securities· 2025-11-02 14:45
Investment Rating - The investment rating for the company is "Buy" and is maintained [5]. Core Insights - In Q3 2025, the company's revenue reached 2.49 billion yuan, representing a year-on-year increase of 30.6%, while the net profit attributable to the parent company was 310 million yuan, a year-on-year decrease of 4.9% [3][9]. - The gross profit for Q3 2025 decreased by 6.8% to 410 million yuan, but showed a quarter-on-quarter increase of 13.2%. The improvement in gross profit was driven by both volume and price increases, with expectations for significant profit growth in the fourth quarter [9]. - The company is transitioning from the initial stage of capacity expansion to a new growth phase, focusing on the core export routes in the Democratic Republic of the Congo and Zambia, which is expected to drive valuation expansion [9]. Summary by Sections Financial Performance - In Q3 2025, the company reported a revenue of 2.49 billion yuan, a 30.6% increase year-on-year, and a net profit of 310 million yuan, which is a 4.9% decrease year-on-year but a 4.7% increase quarter-on-quarter [3][9]. - The gross profit margin showed a decline year-on-year but improved quarter-on-quarter, indicating a recovery trend in profitability [9]. Market Dynamics - The company benefited from domestic coal price increases, with main coking coal prices rising by 17.8% to 922 yuan per ton since July 2025, contributing to improved trading activity [9]. - The volume of cargo passing through the Ganqimodu port increased by 41.5% year-on-year and 31.3% quarter-on-quarter, reflecting a recovery in market activity [9]. Strategic Developments - The signing of the memorandum for the TAZARA railway project marks a significant strategic milestone, enhancing the company's cross-border logistics capabilities in East Africa [9]. - The company is expected to see increased profitability from the new projects and the ongoing operations in Africa, particularly with the opening of new routes and infrastructure [9]. Future Outlook - The company anticipates a recovery in profits in Q4 2025, driven by improved margins in the Mongolian coal supply chain and the expansion of logistics operations in Africa [9]. - Forecasted net profits for 2025, 2026, and 2027 are 1.29 billion yuan, 1.54 billion yuan, and 1.74 billion yuan, respectively, with corresponding price-to-earnings ratios of 14.6, 12.2, and 10.8 [9].
榴莲老饕如何“速通”马来西亚榴莲季
Xin Hua She· 2025-10-28 05:44
Core Insights - Malaysia's durian harvest season in October sees popular varieties like "Musang King," "Black Thorn," and "Sultan King" becoming available, with enhanced logistics and technology facilitating faster delivery to China [1][2] Group 1: Market Dynamics - Over 70% of Malaysia's durian exports are directed to China, which is one of the largest durian consumption markets globally [2] - The signing of a plant quarantine agreement in 2024 will allow fresh durians to be exported to China, further boosting Malaysia's durian industry [2] - The introduction of "air cold chain + cross-border customs clearance" allows for rapid delivery to major Chinese cities, with the fastest delivery time being just 36 hours [2] Group 2: Technological Advancements - A new non-destructive quality inspection system called "Durian Detective" enables three-dimensional quality checks, ensuring traceability from farm to consumer [5] - The use of advanced scanning technology allows for precise assessment of durian quality, including internal structure and potential defects [4][5] - The technology is expected to expand beyond durians to other tropical fruits, enhancing quality management across various products [5] Group 3: Travel and Accessibility - The number of flights from China to Malaysia exceeds 500 weekly, with routes extending to various cities, making travel for durian enthusiasts more accessible [3] - Visa exemption policies have increased the flow of travelers between the two countries, facilitating easier access to durian tasting experiences [3] - New flight routes are being established to further connect Chinese cities with Malaysia, enhancing opportunities for consumers to experience fresh durians [3]
嘉友国际(603871):Q3营收同比增长业绩降幅收窄
SINOLINK SECURITIES· 2025-10-27 14:36
Investment Rating - The report maintains a "Buy" rating for the company [5] Core Views - The company's revenue for Q1-Q3 2025 reached 6.57 billion yuan, a year-on-year increase of 0.4%, while the net profit attributable to shareholders was 870 million yuan, down 19.7% year-on-year. In Q3 2025, revenue was 2.49 billion yuan, up 30.6% year-on-year, but net profit decreased by 4.9% to 313 million yuan [2][3] Performance Analysis - The increase in revenue in Q3 2025 was primarily driven by business growth, with significant contributions from the Mongolian market, where the average price of main coking coal rose by 15.2% quarter-on-quarter and 37.5% compared to the end of Q2. The African market also saw steady growth in traffic and cargo volume, while the company expanded its logistics network in Central Asia [3] - The gross margin for Q3 2025 was 16.6%, a decrease of 6.7 percentage points year-on-year. The period expense ratio decreased by 1.71 percentage points to 1.9%, with a net profit margin of 12.6%, down 4.7 percentage points year-on-year. Operating cash flow for Q1-Q3 2025 increased by 50.6% year-on-year due to reduced procurement of main coking coal [4] - The supply-side disruptions and rising coking coal prices are expected to benefit the company's Q4 performance, with prices reaching a peak of 1490 yuan per ton in mid-October [4] Profit Forecast and Valuation - The net profit forecasts for 2025-2027 have been revised down to 1.15 billion yuan, 1.55 billion yuan, and 1.93 billion yuan, respectively, from previous estimates of 1.29 billion yuan, 1.60 billion yuan, and 1.91 billion yuan [5]
嘉友国际(603871):陆港联动构筑护城河,亚非双核驱动业绩成长
Hua Yuan Zheng Quan· 2025-10-22 01:29
Investment Rating - The report assigns a "Buy" rating for the company, indicating a positive outlook based on its strategic positioning and growth potential [5][8]. Core Insights - The company, Jiayou International, is positioned as a leader in cross-border multimodal transport, leveraging its strategic assets and expanding logistics network to drive revenue growth [7][10]. - The company is expected to achieve significant revenue and profit growth, with projected revenues of 9.17 billion RMB in 2025 and net profits of 1.27 billion RMB, reflecting a stable growth trajectory [6][8]. - The report highlights the company's focus on enhancing operational efficiency and expanding its logistics capabilities across Asia and Africa, which are anticipated to contribute to sustained performance improvements [10][57]. Summary by Sections Financial Data - As of October 17, 2025, the company's closing price is 13.39 RMB, with a total market capitalization of 18,317.64 million RMB and a debt-to-asset ratio of 29.17% [3]. - The earnings forecast for 2023 to 2027 shows a steady increase in revenue and net profit, with a projected net profit of 1.64 billion RMB by 2027 [6][8]. Business Overview - Jiayou International, established in 2005, focuses on cross-border multimodal transport and supply chain trade, with significant investments in infrastructure and logistics networks in Mongolia, Central Asia, and Africa [7][15]. - The company has successfully replicated its operational model from Mongolia to Central Asia and Africa, enhancing its logistics capabilities and market reach [10][57]. Revenue Streams - The primary revenue sources include supply chain trade services, which accounted for 65.72% of total revenue in 2024, and cross-border multimodal logistics, contributing 27.96% [25]. - The company is also expanding its land port projects, which are expected to generate additional revenue from operations in Africa [25][27]. Growth Drivers - Key growth drivers include the expansion of logistics networks in Central Asia, increased production from core mining areas, and deepening logistics networks in Africa [57][60]. - The company has established long-term contracts with major mining companies, ensuring stable revenue streams and enhancing operational sustainability [68].
前三季度进出口规模创历史同期新高——江苏外贸的新演绎
Sou Hu Cai Jing· 2025-10-21 14:27
Group 1: Trade Performance - Jiangsu Province's total import and export value reached 4.38 trillion yuan in the first three quarters, marking a historical high for the same period, with a year-on-year growth of 6.4% [1] - The demand for high-end products, such as industrial machinery and consumer goods, is increasing in overseas markets, showcasing a shift in Jiangsu's foreign trade narrative [1] Group 2: High-End Products - The export of machine tools, known as "industrial mother machines," from Jiangsu reached 12.51 billion yuan in the first nine months, reflecting a year-on-year increase of 16.6% [2] - The company JiuLang KaiLong has seen its business volume triple over the past decade, with a new machine tool product improving processing efficiency by 40% [2] Group 3: Local Enterprises Expanding Overseas - Jiangsu Tianhong Machinery has developed new intelligent aluminum melting equipment, achieving a 12.88% year-on-year increase in export value, amounting to 62 million yuan in the first nine months [5] - The company Ingersoll Rand's manufacturing base in Wujiang has seen a nearly 10% increase in export value, exceeding 500 million yuan in the first nine months [6] Group 4: Consumer Goods - Jiangsu's home appliance exports reached 55.78 billion yuan in the first nine months, with washing machines and vacuum cleaners showing growth rates of 3.2% and 2.9%, respectively [6] - The company Makita (Kunshan) exported 647 smart wireless vacuum cleaners to Germany, achieving a 10.4% year-on-year increase in export value [7] Group 5: Niche Markets - Star Mai Innovation Technology has expanded its market for pool cleaning robots, exporting over 40 million yuan to the EU, a 3.6-fold increase year-on-year [8] - Jiangsu Jinquan Tourism Products has seen strong demand for camping gear, with over 90% of its products exported to more than 20 countries [9] Group 6: Cross-Border Logistics - The "China-Kyrgyzstan-Uzbekistan" multimodal transport service has streamlined logistics for local enterprises, reducing transportation costs by 10% compared to full rail and 33% compared to road transport [10] - New logistics channels, such as the air route from Shenzhen to Japan, have improved efficiency for small and fast-moving goods [10] Group 7: Fresh Flower Exports - A new logistics channel has been established for exporting fresh flowers from Yunnan to South Korea via Wuxi Airport, with plans for weekly shipments [11] - The use of cold chain transportation has significantly reduced logistics costs for flower exports, enhancing market access to East Asia [11]