管理层预计交易完成后，京东物流今年第四季收入同比增幅将达到中双位数百分比。另外，京东物流与 京东今明两年的关联交易上限大幅上调至1,100亿及2,100亿元人民币。大和认为收购对盈利影响属轻 微，相关资产于今年上半年录得盈利7,517万元人民币，相当于京东物流同期盈利不足3%，但预期净利 润率或会遭到摊薄。 大和发布研报称，京东物流(02618)宣布向京东集团-SW(09618)收购从事本地即时配送服务全资子公司 达疆及达盛100%股权，总作价2.7亿美元，交易估值为行业平均过去12个月市盈率约13.1倍，当中已计 及流动性折让及控股权溢价等调整。大和表示对收购交易不感意外，重申对京东物流的"买入"评级，相 信即时配送业务的发展可推动估值重估。 ...

证券时报·数据宝统计，截至发稿，新宁物流收盘价为4.17元，下跌0.24%，本期筹码集中以来股价累计 下跌12.58%。具体到各交易日，3次上涨，5次下跌。 公司发布的半年报数据显示，上半年公司共实现营业收入2.24亿元，同比下降8.20%，实现净利润-90.09 万元，同比增长94.69%，基本每股收益为-0.0020元。（数据宝） （文章来源：证券时报网） 新宁物流10月9日披露，截至9月30日公司股东户数为27502户，较上期（9月20日）减少6803户，环比降 幅为19.83%。 ...

本报（chinatimes.net.cn）记者夏高琴 南京报道 对此，靖江市委宣传部相关工作人员向《华夏时报》记者表示："已关注到万林物流业绩说明会上相关 内容，靖江一直以来对万林物流在产业规划、配套设施、行政审批、金融服务等方面提供全方位和全周 期的服务，不存在推诿情况，金融机构也不存在不提供服务情况。"对于银行授信受限事项，该工作人 员向本报记者表示："对于万林公司面临的问题，我们绝对不会置之不理。我们当地金融办也一直在密 切关注相关情况，并积极协调银行机构和他们交流。" "摘帽"未能恢复银行授信，贸易代理业务停摆 万林物流银行授信被停已超3年之久。 《华夏时报》记者翻阅万林物流以往公告注意到，2022年年报该公司首次在定期报告中提及"受公司在 上海证券交易所被特殊标记影响，公司银行授信已基本暂停，依托于银行授信的贸易代理业务严重受 限。公司贸易代理业务的发展存在不确定性，面临全面停止的风险"。据了解，2022年5月5日万林物流 因2021年年报被出具非标意见，公司股票交易被实施其他风险警示，直到2024年7月30日万林物流正式 撤销风险警示。 然而2024年年报，以及2025年半年报关于银行授信仍是"公 ...

Core Insights - The conference focused on the theme of "Modern Circulation System and Intelligent Supply Chain Innovation Development" and aimed to explore the cutting-edge trends and collaborative development paths of intelligent supply chains [2][4] - The establishment of the "Intelligent Supply Chain Management Innovation Center" by the China Logistics and Purchasing Federation and Beijing Wuzi University aims to develop digital supply chain results and conduct nationwide training to cultivate digital supply chain talent [1][2] Group 1 - The conference gathered experts, scholars, and representatives from industry associations, universities, and research institutions to discuss the importance of digitalization in enhancing the quality of commercial circulation [2][3] - The "Action Plan" issued by eight departments, including the Ministry of Commerce, emphasizes the need to deepen supply chain innovation and application, highlighting the role of intelligent supply chains in reducing logistics costs and enhancing competitiveness [2][4] - The center will focus on researching digital supply chain results, application technologies, and case studies to promote high-quality development in the modern circulation industry [3][5] Group 2 - The conference resulted in the release of several important documents, including the "Chief Supply Chain Officer Talent Standard Guide" and the "Intelligent Supply Chain Talent Development Guide," which outline competency indicators for digital supply chain talent [4][5] - The establishment of the Intelligent Engineering and Supply Chain Innovation College at Beijing Wuzi University aims to refine key technologies in the supply chain and provide targeted talent training [5] - Various industry leaders and scholars shared insights on topics such as digital creativity, bulk commodity trading, and the application of intelligent supply chains across different sectors [5]

Core Insights - The recent implementation of a visa-free policy has led to a significant increase in Russian tourists visiting border cities like Heihe and Hunchun, with the number of visitors on the first day exceeding 1,000 at Hunchun, a 100% increase compared to the same day last year and a sixfold increase compared to usual traffic [3] Group 1: Economic Impact - The economic downturn in Russia's Far East has driven consumers to seek cheaper goods in China, where prices for everyday items can be two to three times lower than in Russia [3] - The influx of Russian tourists has revitalized local markets, with Russian visitors not only purchasing goods but also engaging in local culture, such as enjoying breakfast foods and utilizing mobile payment systems like WeChat [5] - The healthcare sector in border cities has also seen a rise in demand, with local clinics receiving hundreds of Russian patients monthly, particularly for dental services, due to lower costs and quicker service compared to Russia [5] Group 2: Social Changes - The number of cross-border marriages has surged, with 32,000 couples registered in 2024, including 2,000 in Heihe alone, as Russian women seek stability and opportunities in China [5] - The demographic imbalance in Russia, exacerbated by social issues and the ongoing conflict, has led many Russian women to consider marriage to Chinese men as a viable option for a better life [5] Group 3: Local Business Growth - Businesses in cities like Suifenhe are experiencing a renaissance, with increased demand for various goods and services, leading to a rise in rental prices and expansion of product offerings [7] - The logistics sector has also benefited, with truck drivers reporting doubled incomes due to increased cargo loads returning from Russia, indicating a robust bilateral trade relationship [7] - Local governments are adapting to the influx by extending customs hours, creating tax refund policies for shoppers, and providing bilingual assistance to facilitate smoother transactions [7]

近年来，新疆积极参与共建西部陆海新通道，全力推进铁路网、公路网、航空网和商贸物流网建设，推 动"陆海内外联动、东西双向互济"对外开放新格局，形成联通亚欧的立体通道。 目前，新疆对外开放口岸达19个、共开通双边国际道路运输线路119条、开放多边国际道路货运线路10 条、民航航线达595条、25条国际客运航线通达17个国家和地区……从陆港到空港，从口岸到合作区， 新疆不断挺进开放前沿，在新时代丝绸之路上焕发勃勃生机。 ...

关于AI的资讯铺天盖地，但它与普通人有什么关系？ AI加速迭代， 未来它将如何颠覆世界？我们是否真正看清了？ 全球科技创新产业专家、海银资本创始合伙人 王煜全在前不久的演讲中提到，AI的本质绝非简单的"节能增效"，而是实现"人类经验的规模化"。从瓦特蒸 汽机到福特T型车，历史上每一次技术革命的真正爆发点，都源于开创了全新的市场需求。而AI时代的黄金机遇，正藏在"复杂智能服务"的规模化中——专 家级、个性化、持续普惠的服务将重塑产业逻辑。 本文深度拆解了AI发展的四阶段路径与未来社会图景，并给出抓住浪潮的四大核心行动指南。如果你正在寻找AI时代的真实机会，这是一份不可错过的认 知地图。 王煜全老师曾多次来到混沌授课，相关课程笔记阅读链接： 王煜全：出海只是潮流，全球化才会永恒 王煜全：未来的黄金30年，AI能带来哪些机会？ 作者 | 王煜全，全球科技创新产业专家、海银资本创始合伙人 编辑 | 高级笔记达人 天朗明月 责编 | 柒 本文转载自公众号"笔 记侠"，内容来自 王煜全老师在 前哨科技特训营的分享 AI的本质是"人类经验的规模化" AI时代的核心机会是让人类的经验可以被复制，并且催生出复杂的智能服务这种全 ...

万林物流表示，公司与上海梵畅资产管理有限公司的进口代理纠纷案涉及进出口代理业务相关人员涉嫌 骗购外汇罪，案件已转回靖江申请立案侦查，但迄今未立案。其他涉及相关人员职务侵占的案件虽已立 案，但目前尚无实质性进展。 据官方披露信息，万林物流注册地为靖江市经济开发区，旗下子公司靖江盈利港务拥有长江深水码头岸 线752米，建有3个多功能深水泊位，建有木材仓储货场、钢材期货交割库、物流配送设施，陆域总面积 约113万平方米，是"中国十强进口木材港"。 万林物流表示，如当地营商环境持续未有明显改善，公司不排除变更注册地等其他方案的可能性。公司 将根据实际情况和董事会审议程序审慎评估，并在符合信息披露要求的前提下及时公告，也将结合实际 情况综合考量，采取最有利于公司发展的举措。 在谈及有关起诉前实控人黄保忠相关案件的进展时，万林物流表示，公司诉黄保忠的损害公司利益纠纷 案，目前二审尚未判决；公司诉上海沪瑞实业有限公司、黄保忠的损害公司利益纠纷案，目前一审尚未 判决。由于前实际控制人黄保忠在靖江地区经营多年，一定程度上对公司在当地的业务拓展、融资安排 等事项造成了一些客观上的不便。公司将继续通过法律途径依法维护上市公司及全体 ...

Group 1: Investor Relations Activity - The investor relations activity was conducted on September 19, 2025, from 15:30 to 17:00 [2] - The event was a performance briefing for the mid-year report of listed companies in Guangdong [2] - Key participants included the Chairman, CEO, CFO, and Board Secretary of the company [2] Group 2: Key Questions and Responses - Question 1: Can the convertible bonds be adjusted by the end of October? Response: Please refer to the company's future announcements for related matters [2] - Question 2: Does the significant reduction in holdings by executives indicate a lack of confidence in the company's future? Response: The reduction plans by some directors, supervisors, and senior management are primarily based on personal financial needs [2]

Core Viewpoint - As of September 18, 2025, Changjiang Investment (600119) closed at 8.52 yuan, marking a 2.9% increase, with significant trading activity and mixed capital flow dynamics [1][2]. Group 1: Stock Performance and Trading Activity - On September 18, 2025, the stock experienced a trading volume of 315,900 hands and a transaction value of 275 million yuan [1]. - The net inflow of main funds was 42.78 million yuan, accounting for 15.54% of the total transaction value, while retail investors saw a net outflow of 60.60 million yuan, representing 22.02% of the total [1]. - Over the past five days, the stock's performance showed fluctuations, with a notable drop on September 17, where it closed at 8.28 yuan, down 1.31% [1]. Group 2: Financial Metrics and Industry Comparison - Changjiang Investment's total market value is 3.112 billion yuan, significantly lower than the logistics industry average of 17.684 billion yuan, ranking 43rd out of 54 [2]. - The company reported a net profit of -9.60 million yuan for the first half of 2025, which is a 36.24% increase year-on-year, despite a 74.63% decline in main revenue [2]. - The gross profit margin stands at 20.55%, which is above the industry average of 14.56%, ranking 13th out of 54 [2].