Core Viewpoint - The logistics industry is undergoing a transformation with the introduction of low-speed unmanned vehicles, which are seen as a key variable for improving the efficiency and intelligence of last-mile delivery [1][4]. Group 1: Industry Trends - The scale of unmanned logistics vehicles in China has exceeded 6,000 units, delivering over 100 million orders across various scenarios, significantly increasing daily delivery volumes [1]. - The market for instant delivery is expanding, prompting companies to explore new applications for low-speed unmanned vehicles to address last-mile challenges [1][4]. Group 2: Company Strategy - Desay SV's entry into the low-speed unmanned vehicle market is part of its broader strategy to leverage its extensive experience in smart cockpit, driving assistance, and intelligent driving technologies [3]. - The company aims to redefine the relationship between people, vehicles, and environments by focusing on intelligent solutions for logistics and delivery services [3][4]. Group 3: Product Development - The S6 series of low-speed unmanned vehicles will include four models designed for various applications, such as industrial logistics, cold chain transport, and urban delivery [5]. - The S6 series incorporates six innovative technologies, including a full vehicle-level development approach and enhanced safety features, addressing common pain points in traditional unmanned vehicles [5][6]. Group 4: Future Outlook - The integration of unmanned delivery vehicles into urban logistics is expected to evolve into a critical service node in smart cities, enhancing the efficiency and reliability of last-mile delivery [6]. - The vision for sustainable smart logistics is to ensure that every delivery is secure and that the flow of goods is orderly and meaningful, reflecting a commitment to innovation and customer value [6].

首期耗资4978.25万元，回购118.5万股 根据顺丰控股此前披露的方案，此次回购是"基于对未来发展前景的信心和对自身价值的高度认同"，回 购股份种类为A股社会公众股，价格上限为每股60元(因实施权益分派调整为59.56元)，回购期限为自董 事会审议通过之日起12个月内。 此外，在扩大业务规模的同时，公司还保持了稳健的财务杠杆和健康的资产结构。截至2025年6月30 日，公司资产负债率为51.35%，相比2024年末的52.14%略有下降。 据悉，9月3日的首期回购行动，平均成交价为42.01元/股，回购股数占公司目前总股本的0.02%。 顺丰控股相关负责人在近期接受机构调研时表示，上半年国内物流市场保持稳定韧性增长，新质生产力 的物流需求成为行业重要增长机会点。展望下半年，顺丰控股将坚持做强产品力，减节点、强直发、拓 覆盖，牵引优质货源入网，让快运业务的量本利飞轮运行得更加有效。 2025年上半年，顺丰控股实现营业收入1468.58亿元，同比增长9.26%；归属于母公司股东的净利润 57.38亿元，同比增长约19.3%。 充沛的现金流是公司抵御风险、进行战略投资以及执行股份回购和分红等股东回报计划的关键。 ...

中新社武汉9月3日电 (记者武一力)记者从湖北省政府新闻办3日召开的新闻发布会上获悉，湖北作为长 江"黄金水道"和南北大通道的中心枢纽，正加快"铁水公空"国际多式联运体系建设，织密"出海"通道。 亚洲首座专业货运机场——湖北鄂州花湖国际机场累计开通货运航线104条，1.5小时飞行圈覆盖中国 90%主要经济体，8小时交通圈通达亚非欧美。日前，该机场空公转运的重要配套工程——燕矶长江大 桥主缆架设完成。投用后，周边城市至鄂州花湖国际机场的距离将大大缩短，更多货物可更快捷、低成 本地发往全球。 长江经济带高质量发展智库联盟秘书长秦尊文认为，湖北虽不沿边、不靠海，却坐拥长江"黄金水道"、 空中枢纽、高铁大动脉、高速大通道，发展多式联运优势突出。多式联运补充了单一运输方式短板，使 得物流运输链条延长、成本降低，这将给中国中西部地区产品"出海"带来更多机遇。(完) （文章来源：中国新闻网） 武汉铁路监督管理局副局长窦慧东表示，近年来，中欧班列(武汉)、铁水联运等货运服务能力持续提 升，形成了湖北深入亚欧大陆的国际多式联运服务网络，成为国内外贸企业进出口的重要运输通道。 窦慧东介绍，中欧班列(武汉)运输的品类日益丰富，产自 ...

炬申物流集团股份有限公司 投资者关系活动记录表 证券代码：001202 证券简称：炬申股份 | | 特定对象调研 ☐ | 分析师会议 | | --- | --- | --- | | | ☐ 媒体采访 ☐ | 业绩说明会 | | 投资者关系活动类别 | ☐ 新闻发布会 ☐ | 路演活动 | | | ☐ 现场参观 | | | | 其他（请文字说明其他活动内容） ☐ | | | | 国信证券股份有限公司：冯如心、颜凤珠、曹华德、黄玉 | | | | 玲、罗雪玲、陈燕芝、冯达和、赵瑞琳 | | | | 佛山市一懿资本投资有限公司：何愿文 | | | | 中国银河证券股份有限公司：渠源照 | | | | 深圳民沣私募证券投资基金管理有限公司：黄海山 | | | | 华泰证券股份有限公司：王宸曜 | | | 参与单位名称及人员姓 | 国贸期货有限公司：陈俊锋 | | | | 都邦财产保险股份有限公司：王志刚 | | | 名 | 个人投资者：林满恒、郭嘉繁、秦冬冬、陈学麟、黄展鸿、 | | | | 梁鉴康、何展提、钟美玲、梁新棠、徐裕全、何永衡、张 | | | | 伟通、钟乃荣、冯基祥、潘永德、庄泽洪 | | | | 佛 ...

资料来源：顺丰控股2025年半年度报告 编者按：ESG年报解读为搜狐财经及价值公司100联合发起的针对各公司ESG报告披露情况的解读专 栏。 参考上交所《上市公司治理准则》、港交所《环境、社会及管治守则》等文件，搜狐财经迭代完善各行 业ESG测评体系标准，并以最新标准为依托，以2024年公司ESG报告为主要数据来源，对公司环境资 源、社会责任及公司管治进行了评价。 本文为"顺丰控股"篇。 出品 | 搜狐财经 研究员 | 张子豪 8月29日至9月2日，顺丰控股A股股价从每股47.92元跌至每股41.82元，累计跌幅达12.73%。其中，8月 29日跌7.91%，9月1日跌3.97%，9月2日跌2.29%。同期，港股股价也大幅下挫，8月29日跌11.62%。市 值则蒸发超300亿元。 截止9月3日收盘，顺丰控股微涨0.50%，收于42.03元/股。 资料来源：Wind 与同期深证成指微跌相比，顺丰控股的跌幅明显超出市场预期。 根据顺丰控股近期发布的2025年半年报数据，公司上半年实现营业收入1468.58亿元，同比增长9.26%； 归属于上市公司股东的净利润57.38亿元，同比增长19.37%，虽然扣除非经常性损 ...

Group 1 - A batch of 346 tons of transformer equipment was transported from Qinhuangdao Port in Hebei to Nanchong Port in Sichuan via a multi-modal transport route, marking a significant logistics achievement for the region [1] - Nanchong Port's Hexi operation area is the only large cargo transport terminal in Northeast Sichuan, which has become a core node for large equipment transportation since its commissioning [1] - The multi-modal transport approach, combining river and road transport, has reduced transportation costs by approximately 30% compared to single road transport, while also mitigating issues related to complex road conditions and traffic restrictions [1] Group 2 - The Jialing River serves as a vital waterway connecting the north and south, with significant improvements in navigation conditions allowing for 500-ton vessels and up to 1000-ton vessels during peak water periods [2] - In 2019, the Jialing River achieved full navigation, and the current initiatives aim to enhance water transport in Sichuan, focusing on overcoming constraints in the shipping industry [2]

此次扩张计划，正值沙特阿拉伯吸引跨国公司、以挑战阿联酋作为海湾地区工业和物流中心地位之际。 沙特阿拉伯政府正在投资开发港口、铁路和公路，目标是到2030年将交通运输业对GDP的贡献率从2021 年的6%提高到10%。 Viswanathan还谈到了美国关税政策变化对全球航运造成的冲击。她表示，鉴于华盛顿方面决定取消所 谓的"最低限度豁免"政策，联邦快递正在与中东出口商合作，以应对合规问题及成本影响。 智通财经APP获悉，联邦快递(FDX.US)在利雅得设立了新的区域枢纽，并获得沙特政府颁发的外国航 空公司运营许可证。此举表明该公司加大押注沙特将成为中东地区的物流大国。 Viswanathan表示："此前享受免税待遇的货物现在也需要交税了。我们的职责是确保货物在关税变化下 仍能顺利流通。" 联邦快递代表本周在沙特阿拉伯举行的一次活动上表示，运营计划包括每月24次从利雅得国王哈利德国 际机场起飞的货运航班，这将使该首都成为连接欧洲、亚洲和美洲的中心节点。 这一举措标志着联邦快递在沙特阿拉伯转型为独立运营商，此前该公司曾与当地网点合作。该地区总裁 Kami Viswanathan拒绝在本月财报公布前透露财务细节，但 ...

Group 1 - The company plans to repurchase shares using its own funds, with a budget between RMB 75 million and RMB 150 million, at a maximum price of RMB 16.00 per share [2] - After the 2024 annual equity distribution, the maximum repurchase price was adjusted to RMB 15.85 per share, effective from June 11, 2025 [3] - As of August 31, 2025, the company has not yet started the share repurchase process [4] Group 2 - The company has provided guarantees for its subsidiaries, including a non-financing guarantee of RMB 700,000 for Dongguan Debang and RMB 61,300 for Ningbo Xuande, among others [9][13] - The board approved a total external guarantee limit of RMB 700 million for 2025, with specific allocations based on the subsidiaries' debt ratios [10][11] - As of August 31, 2025, the total external guarantees amounted to RMB 1,847.56 million, representing 21.83% of the company's latest audited net assets, with no overdue guarantees reported [15]

Core Viewpoint - China Southern Airlines Group Capital Holdings Limited increased its stake in China National Foreign Trade Transportation Group Corporation (China National Foreign Trade) by acquiring 2.027 million shares at an average price of HKD 4.5619 per share, totaling HKD 9.247 million [1] Group 1 - The latest shareholding after the increase is approximately 182 million shares, representing a holding percentage of 9.02% [1] - The transaction involves other related parties, specifically China Southern Airlines Group Co., Ltd. [1]

Group 1 - The logistics industry is a key area for carbon emissions, accounting for approximately 12% of the total national carbon emissions, with heavy-duty trucks contributing significantly to this figure [1] - Leading companies are accelerating the deployment of new energy heavy-duty trucks, which not only significantly reduce energy costs but also support the long-term strategy of green logistics in the country [1] - Over 60% of logistics companies have already laid out plans for new energy heavy-duty trucks, indicating that the industry is entering the era of new energy heavy-duty trucks [2] Group 2 - New energy heavy-duty trucks are gaining traction due to their environmental advantages, effectively reducing urban pollution emissions and aligning with the needs of urban green development [2] - The operational costs of new energy heavy-duty trucks are lower than traditional fuel trucks in certain scenarios, and advancements in battery technology are alleviating range anxiety for users [2] - The integration of new energy heavy-duty trucks into logistics operations is creating new growth points for the industry, with companies like Rishun Supply Chain implementing solutions that enhance operational efficiency and reduce carbon emissions by 1,500 tons [3] Group 3 - The exploration of green logistics by leading companies extends beyond transportation to include green packaging and green warehousing, contributing to the overall dual carbon goals of society [3] - Continuous technological advancements and deepening ecological collaboration are expected to further support the logistics industry in achieving new milestones in green logistics [3]