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物流三座大山下,如何物畅其流?
财富FORTUNE· 2025-09-05 13:09
从榜单中可以看到,顺丰科技等中国科技企业正在以强大的执行力推动科技落地,成为全球科技浪潮中 不容忽视的"中国力量"。 物流,自古便是商贸的命脉。从丝绸之路的驼队舟楫,到四通八达的海陆空网,物流是社会的基础管 道,串联人、货、场。由此,信息互通有无,万物互联。 如今,物流支撑着全球电子商务市场和制造业体系,成为连接生产与消费、中国与世界不可或缺的基 石。伴随全球贸易不确定性加剧、中国产业与消费需求升级以及企业加速出海,物流体量更是得到爆发 式增长。据中国物流与采购联合会数据,2024年快递业务量为1,745亿件。而在12年前,这一数据仅为 91.9亿件。 于是,社会对现代物流有了更高的期待——效率更快、成本更低、更抗风险。在这背后,需要有更"聪 明"的大脑支撑其运转。2024年11月,中共中央办公厅、国务院办公厅印发《有效降低全社会物流成本 行动方案》,方案明确要推动物流数智化发展,提高全社会物流实体硬件和物流活动数字化水平。 那些扎根行业、致力于提升全链路效率与可靠性的物流科技公司,正在日益成为构建更强大、敏捷、可 持续的全球物流网络的中坚力量。我们看见,复杂路径可以由算法决定,人工智能帮助商家思考补货策 略 ...
Atlas Energy (AESI) Q2 Profit Falls 131%
The Motley Fool· 2025-08-05 07:13
Core Viewpoint - Atlas Energy Solutions reported a net loss in Q2 2025, indicating deteriorating profitability and significant margin pressure compared to the previous year [1][6]. Financial Performance - The company posted a GAAP EPS of ($0.04), a decline of 130.8% from $0.13 in Q2 2024 [2]. - GAAP revenue was $288.7 million, slightly up by 0.4% from $287.5 million in Q2 2024 [2][5]. - Adjusted EBITDA decreased to $70.5 million, down 10.9% from $79.1 million in Q2 2024 [2][6]. - Adjusted free cash flow fell by 33.6% to $48.9 million from $73.7 million in Q2 2024 [2]. - The net loss for the quarter was $5.6 million, influenced by softer demand and a $4.1 million credit loss expense [6]. Business Overview - Atlas Energy Solutions specializes in supplying proppant for hydraulic fracturing, leveraging large-scale mining and innovative logistics [3]. - The company has focused on enhancing its logistics capabilities through technology investments, including the Dune Express conveyor system and autonomous trucking initiatives [4]. Operational Developments - Proppant sales volumes decreased by 4% to 5.4 million tons, with average realized prices settling in the low-$20s [5]. - The Dune Express conveyor has significantly reduced trucking miles, with an estimated 1.8 million truck miles saved since its launch [7]. - Rental revenue from the Power segment increased to $16.0 million, doubling from the previous quarter, indicating growth potential [8]. Future Outlook - Management anticipates stabilized or slightly lower revenues and adjusted EBITDA for Q3 2025, with expectations of rising contributions from the Power segment [9]. - Proppant prices are projected to decline further due to market conditions, with limited visibility into new volume growth [9]. - The company maintains a solid liquidity position with $78.8 million in cash and $203.6 million in total available liquidity as of June 30, 2025 [10].