重庆港公告，重庆发展投资有限公司通过国有股权无偿划转方式取得重庆物流集团67%的股权，从而间 接控制重庆港合计50.53%的股份。本次收购不会导致重庆港控股股东和实际控制人发生变化，重庆港 的控股股东仍为港务物流集团，实际控制人仍为重庆市国资委。 ...

Core Insights - The conference emphasizes the shift from short-term profit-driven marketing to long-term brand value as the core competitive advantage for companies in a changing media landscape [3][5][24] - The importance of deep emotional connections and cultural significance in branding is highlighted, as brands must evolve to maintain relevance and consumer trust [5][19][24] Group 1: Brand Value and Strategy - The president of the China Advertising Association stresses that brands are the most critical competitive asset, requiring long-term accumulation rather than short-term marketing tactics [5] - Companies are encouraged to focus on the deeper values of their brands, including product quality, craftsmanship, and customer service, rather than just traffic and exposure [3][5] - The transition from "traffic" to "retention" is deemed necessary, as the essence of brand-user connection remains unchanged despite technological advancements [11][24] Group 2: Content and Consumer Engagement - The rise of "slow content" through podcasts is noted as a response to information overload, providing a unique emotional connection that AI cannot replicate [7] - Brands are urged to create meaningful interactions and emotional narratives that resonate with consumers, moving beyond mere transactional relationships [19][21] - The integration of traditional culture with modern consumerism is highlighted as a way to deepen brand engagement and emotional ties with consumers [19] Group 3: Market Trends and Innovations - The apparel industry is showcased as an example of how brands can leverage functionality, aesthetics, and emotional storytelling to build a new pricing structure [13] - The sports sector is identified as a key area for emotional resonance, with brands using events to create natural consumer connections [15] - The evolution of domestic brands in response to new consumer trends is discussed, emphasizing the importance of brand value and innovation in maintaining market leadership [17][24] Group 4: Cross-Industry Perspectives - A roundtable discussion reveals insights from various industries on brand growth variables and the changing consumer psyche, emphasizing the need for long-term asset building [23] - The importance of aligning brand values with consumer expectations and societal responsibilities is reiterated across different sectors [23] - The conference concludes that the future of brand competition lies in establishing genuine relationships and cultural connections with consumers [24]

顺丰控股（002352）(06936)发布公告，于2025年12月11日，该公司斥资5002.39万元回购134.78万股A 股。 ...

智通财经APP讯，顺丰控股(06936)发布公告，于2025年12月11日，该公司斥资5002.39万元回购134.78万 股A股。 ...

格隆汇12月11日丨新金路(000510.SZ)在投资者互动平台表示，公司下属子公司广州市川金路物流有限 公司目前在福建省没有开展业务。 ...

本届展会的资源聚合能力创历史新高：2万平方米展区吸引中铁、ECDC等百余家国内外企业抢先入驻，参展企业涵盖物流全产业链九大领域。国际参与度 显著提升，新加坡展团带来东南亚跨境物流解决方案，日韩企业则聚焦港口自动化技术，与青岛港、济南国际陆港等本土枢纽形成互补。组委会通 过"AI+人工"双轮驱动，定向邀约钢铁、化工等重工业货主及"一带一路"沿线20余个国家的采购团，上届同类展会已实现超15亿元意向成交额，本届依托智 慧物流15%的年增长势能，预计成交额将突破20亿元。 当桁架机械手精准完成集装箱拆码垛作业，当氢能源重卡在模拟冰雪路面平稳行驶，一场定义北方物流格局的行业盛会即将在黄海之滨启幕。2026年3月31 日-4月2日，第20届中国（青岛）国际物流与供应链博览会（CILF 2026）将在青岛国际会展中心（崂山馆）盛大举办。本届由深圳市物流与供应链管理协会 联合主办，新加坡UniEx Expo Pte Ltd参与承办，以"链接全球，再启新篇"为主题，携2万平方米展览空间、1000余家全球展商及10万人次专业观众，构建起 覆盖"港口航运-智能装备-跨境服务"的全产业链生态，成为激活环渤海经济圈、链接黄河流域与全 ...

本报讯 （记者袁传玺）天眼查App显示，近日，海南物流集团综合交运控股有限公司成立，注册资本10亿元，经营范围为 以自有资金从事投资活动、自有资金投资的资产管理服务、园区管理服务，由海南省物流集团有限公司、中交第三公路工程局 有限公司、中交第二公路工程局有限公司共同持股。 （编辑 张明富） ...

（原标题：四川"十五五"规划建议：加快发展低空经济、新材料等新兴产业） 经济观察网 近日，中共四川省委关于制定四川省国民经济和社会发展第十五个五年规划的建议发布。 其中提出，培育壮大新兴产业和未来产业。推动战略性新兴产业集聚成势，实施产业创新工程，推进产 业新赛道争先竞速行动，着力打造新兴支柱产业。做强生物医药、轨道交通装备、节能环保等国家战略 性新兴产业集群，壮大新型显示、集成电路、无人机、核技术应用等省级战略性新兴产业集群，加快发 展人工智能、低空经济、新能源、新材料、智能网联汽车、核医疗、激光装备、增材制造等新兴产业。 加快建设西部商业航天港、航空动力科创区，推进航空航天强省建设。前瞻布局发展未来产业，聚焦第 六代移动通信、量子科技、生物制造、氢能和核聚变能、深空深地、脑机接口、具身智能、前沿半导体 等领域，加快突破前沿关键核心技术，建设一批未来产业孵化器和先导区。推动新技术新产品新场景应 用示范，完善产业生态，建设新场景推广应用中心，建立未来产业投入增长和风险分担机制，加快新兴 产业规模化发展。促进中小企业专精特新发展，培育瞪羚企业、独角兽企业。 中共四川省委关于制定四川省国民经济和社会发展第十五个五 ...

Core Insights - The report emphasizes that domestic demand is recovering ahead of external demand, with a focus on low base effects in 2026, making bottomed-out sectors worth attention [3] - It highlights that upstream sectors are recovering before downstream sectors, with significant demand elasticity expected in early 2026, particularly in bulk supply chains and dry bulk shipping [3] - The report notes that price increases are anticipated before volume growth, with a focus on dry bulk shipping, e-commerce logistics, and airlines benefiting from supply constraints and favorable oil exchange rates [3] Industry Overview - The transportation sector ranked 29th in the market as of December 10, 2025, reflecting significant pressure on fundamentals, with a -1% performance in the Shenwan primary transportation index [18][19] - The report identifies structural opportunities in logistics and shipping, despite the overall economic cycle affecting the sector [20] - It indicates that the transportation sector's performance is closely tied to economic fundamentals, with a notable correlation between ROE and economic cycles [23] Sub-industry Analysis - In logistics, domestic demand is stabilizing while external trade remains robust, with expectations of price increases due to anti-involution policies [11][20] - The airline sector is experiencing improvements in supply and demand, with a focus on capturing opportunities in private airlines and airport duty-free consumption recovery [11][20] - The shipping sector, particularly dry bulk shipping, is highlighted as a cost-effective opportunity for 2026, driven by supply and demand dynamics [11][20] Investment Strategy - The report suggests a strategy of seeking alpha within beta, focusing on sectors with low beta characteristics that are expected to turn around in 2026 [11][20] - It emphasizes the importance of identifying individual stocks within the transportation sector that can outperform the broader market, given the anticipated recovery in demand [11][20] - The report outlines a cautious but optimistic outlook for 2026, with a focus on sectors that have shown resilience and potential for recovery [11][20]

2025.12.11 文字数：455，阅读时长大约1分钟 作者 | 一财阿驴 09:25 A股开盘丨三大指数集体高开 沪指高开0.09%，深成指高开0.13%，创业板指高开0.05%。 | R | 蓝思科技 300433 | 卷 消费电子 0.18% | | | 巨行及 | | --- | --- | --- | --- | --- | --- | | | 31.00 +2.10 +7.27% 陆 | 流价:A/H 27.42% | | | | | 委比 | +97.53% | 一台分析(万元) 8303 | | | ? 招 | | 5 | 31.05 | 22 主力流入: | | | | | મ | 31.04 | 12 0.0 | | | | | 3 | 31.03 | 27 壬力流量 | 50% | 英金 50% | | | 2 | 31.02 | 3 0.0 | | 占比 | | | 1 | 31.01 | 41 王力得流入 | | | | | 1 | 31.00 | 5542 U.U. | | | | | 2 | 30.99 | 587 | | | | | 3 | 30.98 | 2007 1150 ...