2025年6月12日，菜鸟集团宣布与全球糖果行业巨头不凡帝范梅勒（Perfetti Van Melle）达成供应链合 作，双方首个落地项目——西安智慧糖果仓已正式投入运营。该项目以科技赋能糖果供应链，显著提升 西北地区的物流效率和服务水平，为不凡帝范梅勒在该区域的业务拓展注入强劲动力。 作为全球物流领域的领先企业，菜鸟供应链正依托覆盖全国的仓储网络、干线运输和城市配送能力，为 海量国内外品牌和商家提供全渠道、端到端的供应链管理解决方案和仓配运营服务。其中，在休闲零食 供应链领域，菜鸟供应链布局力度不断加大。菜鸟供应链提供的极具性价比的一站式仓配全链路托管服 务，已助力多个零食品牌实现提质降本增效。 值得一提的是，借助菜鸟自研的智能仓储管理系统，西安智慧糖果仓实现了对商品入库、库存管理到末 端配送的全链路可视化管理，出库及时率、库存准确率、配送准点率等关键运营指标达到行业领先水 平。 "我们非常高兴能与不凡帝范梅勒这样的全球头部糖果集团合作。"菜鸟干线与数字化供应链总经理缌婷 说道："此次合作是菜鸟将数字化供应链能力以及干线运输和城市配送能力应用于休闲零食领域的又一 成功实践。通过菜鸟西安仓，西北五省90%的区 ...

Group 1: Trade and Economic Developments - The Chinese and U.S. trade representatives have reached a framework agreement during their first meeting, focusing on the consensus from the recent talks between the two countries' leaders [2] - China's trade with Africa has seen significant growth, with total trade value increasing from less than 1000 billion yuan in 2000 to 2.1 trillion yuan in 2024, reflecting an annual growth rate of 14.2% [3] - DHL plans to invest over 500 million euros (approximately 571.3 million USD) in the Middle East by 2030, focusing on expanding logistics infrastructure in Saudi Arabia and the UAE [2] Group 2: Company Expansion and Market Entry - JD Logistics has reportedly established a team of over 1,000 members in Saudi Arabia, indicating its entry into the local market [2] - Ctrip is accelerating its global expansion by opening over 1,100 overseas positions across 75 cities in 23 countries, aiming to double its international revenue share in the next 3-5 years [3] - Leap Motor has officially entered the Hong Kong market and plans to finalize localization sites in Europe and Southeast Asia this year [4] Group 3: Automotive Industry Insights - In the first five months of 2024, China's automobile sales reached 12.748 million units, with new energy vehicles accounting for 44% of total sales, reflecting a year-on-year growth of 45.2% in production [4] - The export of automobiles from China reached 2.49 million units in the same period, with new energy vehicle exports growing by 64.6% [4] Group 4: Gaming Industry Support - The Zhejiang provincial government has introduced measures to support the international expansion of the gaming industry, including increased funding and collaboration with local governments [5] - The initiative encourages the development of original high-quality games and partnerships with smart terminal manufacturers to promote gaming content abroad [5]

这是德国慕尼黑博览集团全球产业负责人罗伯特·舍恩贝格尔的资料照片。新华社发（受访者供图） 新华社德国慕尼黑6月5日电 专访｜中国企业是全球物流创新的重要推动者——访慕尼黑博览集团全球 产业负责人 新华社记者褚怡 黄燕 李超 德国慕尼黑博览集团全球产业负责人罗伯特·舍恩贝格尔在2025年慕尼黑国际物流博览会期间接受新华 社记者专访时说，中国物流行业非常具有创新精神，对技术发展保持高度敏感，是全球物流创新的重要 推动者。 "中国企业在技术实施和转化方面反应非常快，很多数字化和自动化的应用场景在中国发展很快。"他 说，像"智慧物流"这样的概念在某种程度上可以说是起源于中国，这些理念正是未来物流业务发展的源 泉。 "今年中国参展商数量是上届的两倍多。"舍恩贝格尔说，"其中一个重点领域是航空货运板块，这是一 个非常庞大的市场。另外我们也注意到，越来越多的中国企业开始活跃在常规货运代理和物流服务领 域。" 他说，越来越多中国物流企业正在积极开拓欧洲市场，这不仅反映出它们的全球战略雄心，也标志着中 国物流行业整体竞争力的提升，"这当然是一个巨大的发展"。 "我相信未来我们会看到更多中国企业在全球物流版图中占据一席之地。"舍 ...

从消息人士获悉，菜鸟集团在经过多项业务调整和战略聚焦后，实现了单月盈利水平超预期突破。自去 年到今年初，菜鸟的多项平台物流服务交还到了电商平台，自身全面聚焦国际物流与智慧物流技术两大 核心板块，主力向市场化突破。(一财) ...

智通财经6月5日电，从消息人士获悉，菜鸟集团在经过多项业务调整和战略聚焦后，实现了单月盈利水 平超预期突破。 (一财) ...

Group 1: Recent IPOs - Jihong Co., a cross-border social e-commerce and paper packaging solutions provider, successfully listed on the Hong Kong Stock Exchange, raising approximately HKD 522 million with a market capitalization of HKD 4.4 billion [1] - Paige Bio, a biotechnology company focused on innovative therapies for chronic diseases, also listed on the Hong Kong Stock Exchange, raising around HKD 301 million with a market cap of HKD 3.991 billion [2] - Shouhui Technology, an online insurance intermediary service provider, listed on the Hong Kong Stock Exchange, raising HKD 197 million with a market cap of HKD 1.551 billion [3] Group 2: Upcoming IPOs - Excellence Homeopathy submitted an IPO application to the SEC for a Nasdaq listing, planning to issue 1.3 million shares and raise approximately USD 6 million [4] - DeepGreenX, an AI green energy data service provider, filed for a Nasdaq IPO, focusing on the interconnectivity of data, energy, and real-world assets [5] - Aibol Green, a recycling platform, submitted an IPO application to the SEC for a Nasdaq listing, focusing on the recycling of black metals and household appliances [6] Group 3: Companies in the Pipeline - Huaxida, an AI home solutions provider, submitted an IPO application to the Hong Kong Stock Exchange, aiming to be a leading provider in the AI home solutions market [7] - Kewang Pharmaceutical, a biopharmaceutical company, refiled for an IPO on the Hong Kong Stock Exchange, focusing on innovative cancer treatments [8] - Furuitech, an intelligent driving solutions provider, resubmitted its IPO application to the Hong Kong Stock Exchange, focusing on advanced driving assistance systems [9] Group 4: Market Trends - The A-share market is experiencing a surge in companies planning to list in Hong Kong, with notable interest from leading firms like CATL and BYD, as H-shares outperform A-shares [29] - Shein, a global fast-fashion giant, plans to submit a listing application in Hong Kong after facing challenges in London, aiming for a valuation exceeding USD 100 billion [30]

Core Insights - The Shanghai Airport-Suzhou Pre-Storage Station has successfully handled 64 shipments, totaling 34 tons and valued at 2.95 million USD, involving electronic products, precision instruments, automotive parts, and biopharmaceuticals [1][2] Group 1: Operational Efficiency - The pre-storage station offers a full cold chain solution for biopharmaceuticals, maintaining temperature control between 2 to 8 degrees Celsius, which is critical for certain drugs [1] - The station has reduced logistics time by 12 to 24 hours compared to conventional methods, enabling same-day collection and dispatch [3] - The integration of various logistics functions, such as weighing and labeling, is expected to lower logistics costs between Shanghai and Suzhou by 10% to 30% [3] Group 2: Service Expansion - The pre-storage station initially aimed to serve companies within the Suzhou Industrial Park but has attracted clients from Zhejiang and Tianjin due to cost-saving demands [2] - The station collaborates with over 20 production companies, including major brands like Samsung, Bosch, and Philips, and works with 14 freight forwarders [2] Group 3: Future Developments - Future plans include enhancing customs processes for quicker clearance and constructing a new warehouse within the Suzhou Industrial Park to provide better services [4]

Financial Performance Highlights - Revenue increased by 39% to HK$48,034 million[8] - Core Operating Profit increased by 74%[8] - Profit Attributable to Shareholders decreased by 30% to HK$2,377 million[8,31] - Interim dividend increased by 96% to 28 HK cents per share[8] Segment Performance - Segment Profit from continuing operations increased by 70% to HK$3,722 million[8,10] - IL (Integrated Logistics) Segment Profit increased by 28% to HK$717 million[8,10] - E&E (E-commerce & Express) Segment Profit decreased to HK$(393) million[8,10] - IFF (International Freight Forwarding) Segment Profit increased by 140% to HK$3,398 million[8,10] Regional Performance - Americas region saw the largest increase in revenue, up by 96% to HK$16,458 million[29] - Americas region saw the largest increase in segment profit, up by 273% to HK$1,613 million[10,48] - Revenue from Mainland China increased by 12% to HK$12,652 million[29] - Segment Profit from Mainland China increased by 41% to HK$927 million[10,48] Financial Position - Gearing ratio increased to 58.4%[8,34]

Core Insights - The 137th China Import and Export Fair (Canton Fair) has opened in Guangzhou, where SF Express showcased its solutions for the apparel and footwear industry, aiming to reshape the supply chain landscape and support high-quality development in the sector [1] Group 1: Cross-Border Supply Chain Services - Apparel and footwear companies need efficient and cost-effective cross-border supply chain services to overcome logistics bottlenecks and shorten market response times [2] - SF Express responded quickly to challenges faced by a clothing brand in cross-border operations by sending a professional team to learn quality inspection standards and forming a special group to optimize operations [2] - The company integrated multiple local factories and launched a "consolidated shipping and return supply service" to enhance inventory efficiency and quality inspection accuracy, significantly reducing overseas warehouse fulfillment cycles [2] Group 2: Smart Warehousing Solutions - The apparel and footwear industry is significantly affected by trends and seasons, leading to low turnover efficiency and risks of inventory backlog or stockouts [5] - SF Express implemented an intelligent warehousing system that integrates AI visual sorting, dynamic inventory algorithms, and automated storage to help apparel companies reduce inventory turnover days [5] - The company assisted a clothing brand in overcoming challenges related to high inventory, strict delivery timelines, and revenue pressure by optimizing warehouse layout and matching business demand dynamically [5] Group 3: Reverse Logistics and Returns Management - Return and exchange issues are a major operational cost for apparel and footwear companies and a core pain point for consumers [6] - SF Express restructured the reverse supply chain for the industry by utilizing a three-tier intelligent warehouse network and full-link distribution services [6] - The company customized deep repair services for a well-known sports brand, allowing for local return quality inspections and significantly accelerating inventory turnover while maximizing the value of returned goods [6] Group 4: Direct Store Delivery Services - Traditional direct store delivery models face challenges such as seasonal demand fluctuations and high logistics costs due to small batch, high-frequency needs [8] - SF Express leveraged its extensive network to intelligently allocate optimal routes and resources for various business needs, effectively reducing costs for companies [8] - The implementation of a refined operational mechanism and increased transfer frequency led to a significant reduction in store response times and improved overall fulfillment efficiency for clients [8] Group 5: Future Outlook - The apparel and footwear industry is facing multiple challenges, including evolving consumer demands, diversified sales channels, and adjustments in global trade patterns, while also presenting new development opportunities [8] - SF Express aims to drive the supply chain of the apparel and footwear industry towards greater efficiency, intelligence, and sustainability through technological empowerment and green transformation [8]

Core Viewpoint - The company reported a significant increase in revenue but faced a net loss due to rising costs and business adjustments, particularly in the international shipping sector [2][6]. Financial Performance - The company achieved an operating revenue of 6.616 billion, a year-on-year increase of 31.69% [2]. - The net profit attributable to shareholders was a loss of 11.7412 million, a year-on-year decline of 153.85% [2]. - The international freight forwarding business generated revenue of 4.123 billion, up 50.06%, while the gross margin decreased by 1.2 percentage points to 5.53% [6]. - The comprehensive logistics service revenue was 2.494 billion, a 9.52% increase, with a gross margin decline of 2.12 percentage points to 7.65% [6]. Business Impact and Strategy - Recent changes in tariff policies have had a limited impact on the company due to its diversified business model [3]. - The company is focusing on opportunities in Southeast Asia, where it expects increased demand for products [3][8]. - The company has been restructuring its operations, closing unprofitable projects, which is expected to benefit long-term sustainability [8]. Market Opportunities - The rise of the electric vehicle market is reshaping the industry supply chain, providing new opportunities for the company [8]. - The company is actively integrating its operations in key Southeast Asian countries to enhance efficiency and service delivery [8].