从股价来看，2025年7月31日至2025年9月30日，长江投资区间涨幅为5.29%，在此期间股东户数减少 463.0户，减幅为1.88%。 | 统计截止日 | 区间股价涨跌幅 | 股东户数 | 増减 | 增减比例 | 户均持股市值 (元) | 户均持股数(股) | | --- | --- | --- | --- | --- | --- | --- | | 2025-09-30 | 5.29% | 24179 | -463 | -1.88% | 13.22万 | 1.51万 | | 2025-07-31 | 6.81% | 24642 | -1800 | -6.81% | 12.32万 | 1.48万 | | 2025-06-30 | -8.90% | 26442 | -3914 | -12.89% | 10.75万 | 1.38万 | | 2025-05-30 | 1.79% | 30356 | -891 | -2.85% | 10.28万 | 1.20万 | | 2025-05-20 | 16.53% | 31247 | 3893 | 14.23% | 9.81万 | 1.17万 | | 2025-04- ...

从资金流向上来看，当日物流板块主力资金净流出7889.05万元，游资资金净流出6185.17万元，散户资 金净流入1.41亿元。物流板块个股资金流向见下表： 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。 证券之星消息，10月29日物流板块较上一交易日上涨0.4%，福然德领涨。当日上证指数报收于 4016.33，上涨0.7%。深证成指报收于13691.38，上涨1.95%。物流板块个股涨跌见下表： ...

中国铁物(000927.SZ)发布2025年三季度报告，前三季度，公司实现营业收入255.97亿元，同比下降 12.97%。归属于上市公司股东的净利润4.53亿元，同比增长2.74%。归属于上市公司股东的扣除非经常 性损益的净利润4.39亿元，同比增长1.76%。 ...

每经头条（nbdtoutiao）——A股突破4000点！十年沉寂终迎爆发，科技主线重塑市场，"慢牛"新格局开 启！ （记者 贾运可） 每经AI快讯，畅联股份（SH 603648，收盘价：11.15元）10月29日晚间发布三季度业绩公告称，2025年 前三季度营收约11.37亿元，同比减少10.64%；归属于上市公司股东的净利润约9126万元，同比减少 18.85%。 截至发稿，畅联股份市值为40亿元。 ...

Core Points - The Xi'an-Azerbaijan Economic and Trade Cooperation Exchange Conference was held in Baku, aiming to enhance international cooperation through the China-Europe Railway Express (Xi'an) and accelerate the construction of the new Eurasian land-sea intermodal corridor and the international transport corridor across the Caspian Sea [1] - Xi'an and Baku are both important nodes in the Belt and Road Initiative, with increasing demand for hub-to-hub functionality [1] Group 1 - The conference featured over 90 representatives from enterprises in Xi'an and Azerbaijan, facilitating discussions on strengthening international transportation and logistics cooperation [1] - The head of Xi'an Free Trade Port Construction and Operation Company presented the construction status of the China-Europe Railway Express Xi'an assembly center [1] - Mayor Ye Niuping emphasized the significance of building the international transport corridor across the Caspian Sea as a key action for high-quality Belt and Road construction, linking it to the modern continuation of the ancient Silk Road [1] Group 2 - The conference included representatives from various companies, such as Azerbaijan Railways, Abşeron Logistics Center, TEZI Logistics, and the China Electric Power Engineering Consulting Group Northwest Electric Power Design Institute, who engaged in in-depth discussions [1] - Xi'an is willing to support the development of Azerbaijan's ports, airports, aviation, railways, and logistics enterprises in collaboration with Xi'an companies to enhance multi-modal transport efficiency [1] - The goal is to cultivate more super carriers and collaboratively build efficient, cost-effective, and high-quality international trade channels [1]

Core Insights - Shenzhou Holdings' subsidiary KJ and UBTECH's subsidiary UQI signed a strategic cooperation agreement at CeMAT ASIA 2025 to enhance logistics automation and intelligence [1][4] Group 1: Strategic Cooperation - The cooperation will advance in three areas: technology, scenario, and ecosystem [1] - A "Logistics Embodied Intelligence Laboratory" will be established to tackle key technologies such as multimodal cargo recognition [1] - Focus industries include fast-moving consumer goods, beauty, IT, and 3C, aiming to create unmanned logistics operation scenarios [1] Group 2: Technological Framework - The partnership will leverage a "Cloud Brain + End Brain" dual-core technology architecture to address labor shortages and operational efficiency issues in the logistics sector [3] - KJ will provide the "smart brain" support with its self-developed "KingKoo Intelligent Chain" logistics supply chain model and "Little Gold" intelligent agent cluster [3] - UQI will contribute its "execution terminal" advantages through its self-developed robot operating system UPilot and core controller ACU [3] Group 3: Strategic Goals - Shenzhou Holdings positions supply chain scenarios as a core strategic focus, integrating big data and AI technologies [3] - By 2025, the company aims to establish strategic partnerships with 12 core clients and ecosystem partners, creating a competitive supply chain ecosystem [3] - The ongoing "Datax AI" strategy emphasizes high-quality data and AI technology to drive intelligent upgrades across the supply chain [3] Group 4: Policy Alignment - This collaboration responds to the Central Committee's call for forward-looking layouts in future industries such as embodied intelligence [4] - The joint innovation model of "technology co-construction + scenario co-creation + ecosystem sharing" aims to establish a benchmark for intelligent supply chain operations [4]

Group 1 - The core point of the article is that China Railway Materials (SZ 000927) reported its Q3 performance, showing a decline in revenue but an increase in net profit and earnings per share [1] Group 2 - For the first three quarters of 2025, the company's revenue was approximately 25.597 billion yuan, a year-on-year decrease of 12.97% [1] - The net profit attributable to shareholders was about 453 million yuan, reflecting a year-on-year increase of 2.74% [1] - The basic earnings per share were 0.0748 yuan, which is a year-on-year increase of 2.75% [1] Group 3 - As of the report, the market capitalization of China Railway Materials was 16.8 billion yuan [2]

据了解，通州湾示范区与上港物流、江苏沪通公司合作打造的"上港上门·通货通运"一站式物流体系， 三方合作共建的仓储基地将帮助客户节省装箱和运输时间，满足企业对货物储存、拼箱及运输的需求， 示范区企业货物进入基地将免收仓储费，进出库费、拆装箱费等库内作业费用也将较市场价优惠至少 20%。同时，将高效的港口物流服务延伸至企业"家门口"，预计每箱物流成本较企业直接预订将至少优 惠20%。 通州湾示范区位于长江入海口北翼，是南通向海图强的开发前沿，既有出江入海的通道优势，也有紧邻 上海的窗口优势，正是各类资本投资"长三角"、布局"北上海"的黄金板块、最佳选择。通州湾示范区党 工委副书记、管委会主任吴昌子说，物流基地的启用，更是示范区以合作促发展、以服务优环境的生动 实践，既发挥了示范区"深水港口+广阔腹地"的区位优势，又依托上港集团的资源优势完善了物流链 条，将高效的港口物流服务延伸至企业"家门口"，降低企业综合成本。 扬子晚报网讯（记者 朱亚运 通讯员 白雨阳）10月28日，随着集装箱货车缓缓起步，载着太阳能光伏玻 璃的第一箱集装箱出发，将经上海港装海轮出口欧美地区。当天，上港集团（600018）物流片区通州湾 基地 ...

畅联股份公告，第三季度营收为3.98亿元，下降10.38%；净利润为2295.45万元，下降29.26%。前三季 度营收为11.37亿元，下降10.64%；净利润为9126.42万元，下降18.85%。 ...

Group 1: Guodian Power (国电电力) - The company is experiencing a positive earnings trend with an upward adjustment of EPS for 2025-2027 to 0.40/0.46/0.50 yuan, reflecting a valuation premium compared to peers [2][4] - In Q3 2025, the company's revenue was 476 billion yuan, a year-on-year decrease of 1.0%, while net profit increased by 24.9% to 30.9 billion yuan, indicating a recovery in profitability [2][3] - The company is optimizing its installed capacity structure, with a slowdown in new energy installations and an increase in thermal power installations, which is expected to enhance its dividend growth potential [4] Group 2: Kying Network (恺英网络) - The "996 Legend Box" is identified as a rare platform business with stable and growth potential, driven by established IP licensing and increased market penetration [11][12] - The company expects EPS for 2025-2027 to be 1.11/1.39/1.65 yuan, with an upward adjustment due to the positive progress of the Legend Box business [11] - The platform's revenue sources include advertising, platform functionality, live streaming, and transaction fees, indicating a diversified income stream [12][13] Group 3: Logistics and Express Delivery Industry - The express delivery industry saw a year-on-year increase of 12.7% in September 2025, with major players like SF Express leading the growth with a 31.81% increase [20][21] - The industry is experiencing a narrowing decline in express delivery prices, indicating a shift towards healthier competition and potential profitability recovery [22][23] - The market share of leading companies is increasing, with the CR8 for the express delivery industry rising to 86.9%, reflecting a trend towards industry consolidation [21][22] Group 4: Basic Chemicals Industry - The basic chemicals sector is witnessing a positive trend, with new Yangfeng's Q3 net profit increasing by 23.87% year-on-year, indicating strong performance in the sector [25] - The convertible bond market for basic chemicals is active, with several companies seeing significant price movements in their bonds [25][26] Group 5: Steel Industry - The steel industry is showing signs of recovery, with demand expected to gradually bottom out and supply-side adjustments beginning to take effect [27][28] - The average production profit for rebar has increased, while hot-rolled coil profits have decreased, indicating mixed performance across different steel products [30] - The industry is expected to benefit from improved market conditions and regulatory support for supply-side reforms [30][31]