上海是中国重要的物流节点。西边的青浦，集聚众多头部快递企业的全国总部和区域总部；东边的上海 港，集装箱吞吐量一路走高。从上海出发的长三角物流通道，如何形成货运电动化走廊，释放强大的绿 色动能？其中有哪些待解难题，各方应如何推动解决？ 对这辆崭新的陕汽德龙X5000E，应以怎样的时空节奏在上海的港口和江浙的工厂之间穿行，王师傅还 在摸索。他今年不到四十岁，来自河南周口，之前开了十多年燃油货车，截至2025年7月初，刚开上十 来天纯电动重卡。两年前，他曾离开这行返乡创业，但生意越发难做，回到上海重新开车，正赶上货运 电动化浪潮。 当下的货运电动化浪潮，不仅是运输工具的变革，还要与交通组织和能源系统协同革新，并带动城市的 创新发展格局。其中，从驾驶员到物流企业，从主机厂商到电池研发，从停车场到充换电设施，都需面 向降低成本和绿色减碳，在市场需求和政策导向之间，找到最适合自己的运行场景。 2025上海国际汽车创新技术周于8月13日至15日在上海新国际博览中心举行。 对此，上海能做的还有很多。2025年5月至7月，智通财经在上海寻访了电动重卡的驾驶员、最先应用干 线电动重卡的快递企业，以及运用电动集卡在港口做短倒的运输 ...

Core Viewpoint - The article highlights the positive performance and market acceptance of the new energy heavy trucks equipped with the Tebejia electric drive system, showcasing their efficiency and reliability in operations [1][5][14]. Group 1: Performance and Efficiency - The company operates 700 heavy trucks, of which 200 are new energy trucks, with 150 equipped with the Tebejia electric drive system [3]. - The energy consumption of the 50 new energy trucks is approximately half that of traditional fuel trucks and at least 30% lower than that of natural gas trucks [3][5]. - The new energy trucks have shown excellent performance in various operational conditions, including acceleration, overtaking, heavy loads, and climbing [9][11]. Group 2: Market Position and Trust - The market share of new energy trucks equipped with the Tebejia electric drive system in Xinjiang has exceeded 30%, indicating strong market competitiveness [6][14]. - The company expresses great trust in Tebejia due to its market performance and the positive feedback from drivers regarding the trucks' power and reliability [6][14]. Group 3: Service and Support - Tebejia provides responsive service, including point-to-point support in the Xinjiang region, ensuring high quality control of electric motors and electronic controls [13]. - The after-sales team of Tebejia responds quickly to issues, tracks problems in real-time, and enhances driver training to reduce operational failures [13].

Core Insights - Zhejiang's trade with other member countries of the Shanghai Cooperation Organization (SCO) has shown significant growth, with an import and export value of 456.72 billion yuan in 2024, marking a 49.6-fold increase since the SCO's establishment and an average annual growth rate of 18.5% [1] - In the first seven months of 2025, Zhejiang's trade with SCO member countries reached 265.82 billion yuan, a year-on-year increase of 1.4%, accounting for 12.6% of the national total [1] Trade Dynamics - India and Russia have emerged as key trading partners for Zhejiang, with India being the largest export market and Russia the largest source of imports. In the first seven months, exports to India totaled 87.13 billion yuan, nearly 40% of Zhejiang's total exports to SCO countries, while imports from Russia reached 27.18 billion yuan, a 16.9% increase, making up 60.3% of imports from SCO countries [2] - Local enterprises in Zhejiang are leveraging technological strengths and policy support to expand their market presence in SCO countries, exemplified by the success of Ouyi Valve Company in fulfilling significant orders from India [2][3] Agricultural Cooperation - Agricultural trade between Zhejiang and SCO countries has become a new growth area, with exports of agricultural machinery and pesticide formulations increasing by 14.0% and 75.1%, respectively. Imports of agricultural products from SCO countries also rose by 12.1%, with notable increases in tea, dried and fresh fruits, and rice [3] - The establishment of a direct air cargo route between Zhejiang and Uzbekistan has facilitated the import of fresh fruits, enhancing the variety available to consumers in Zhejiang [3] Logistics and Infrastructure - The logistics network supporting trade with SCO countries has been upgraded, with improvements in land and air transport routes. The China-Europe Railway Express and international road transport have been enhanced to facilitate trade [4] - In the first seven months of this year, the China-Europe Railway Express accounted for 22.67 billion yuan in trade with SCO countries, reflecting a 17.4% year-on-year increase, highlighting its role as a vital trade artery [5] - Customs authorities in Hangzhou have implemented measures to streamline customs processes, including tax refund policies and expedited clearance for rail transport, further enhancing trade efficiency [5]

格隆汇8月27日丨三羊马(001317.SZ)公布2025年半年度报告，上半年公司实现营业收入7.76亿元，同比 增长48.13%；归属于上市公司股东的净利润-1299.96万元，同比盈转亏；归属于上市公司股东的扣除非 经常性损益的净利润-1448.98万元；基本每股收益-0.16元。 ...

恒通物流股份有限公司 公司代码：603223 公司简称：恒通股份 恒通物流股份有限公司 恒通物流股份有限公司 重要提示 一、 本公司董事会、监事会及董事、监事、高级管理人员保证半年度报告内容的真实性、准确 性、完整性，不存在虚假记载、误导性陈述或重大遗漏，并承担个别和连带的法律责任。 二、 公司全体董事出席董事会会议。 三、 本半年度报告未经审计。 四、 公司负责人隋永峰、主管会计工作负责人姜舒文 及会计机构负责人（会计主管人员）姜舒 文声明：保证半年度报告中财务报告的真实、准确、完整。 五、 董事会决议通过的本报告期利润分配预案或公积金转增股本预案 公司拟向全体股东每10股派发现金红利0.45元（含税）。按截至2025年6月30日公司总股本 利31,761,998.69元（含税）。 根据《上市公司股份回购规则》规定，回购账户中的股票不享受利润分配权，有权享受本次 现金红利分配的股份数以公司2025年半年度利润分配股权登记日数据为准。 六、 前瞻性陈述的风险声明 √适用 □不适用 本报告所涉及的公司未来计划、发展战略等前瞻性陈述，不构成公司对投资者的实际性承诺 ，请投资者注意投资风险。 七、 是否存在被控股股 ...

一、审议通过《恒通物流股份有限公司2025年半年度报告及摘要》 针对《恒通物流股份有限公司 2025 年半年度报告》，审核意见如下： 理制度的各项规定。 所包含的信息能够从各个方面真实地反映出公司半年度的经营管理和财务状况 等事项。 股票代码：603223 股票简称：恒通股份 公告编号：2025-033 恒通物流股份有限公司 第五届监事会第七次会议决议公告 本公司监事会及全体监事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连带责任。 恒通物流股份有限公司（以下简称"公司"）第五届监事会第七次会议于2025 年8月27日10：00时以现场和通讯相结合的方式召开，公司于2025年8月17日以书 面或通讯方式通知了各位参会人员。会议应到监事3人，实到监事3人。本次会议 的召开符合《公司法》和《公司章程》的相关规定，会议决议合法有效。本次会 议由监事会主席张惠女士主持，表决通过了以下议案： 反保密规定的行为。 具体内容详见公司于同日在上海证券交易所网站（www.sse.com.cn）披露的 《恒通物流股份有限公司 2025 年半年度报告及摘要》。 三、审议通 ...

Core Points - The China Council for the Promotion of International Trade (CCPIT) is organizing a series of economic and trade activities in conjunction with the Shanghai Cooperation Organization (SCO) Tianjin Summit, aimed at enhancing cooperation and stabilizing global supply chains [1][2] - The SCO Tianjin Summit will take place from August 31 to September 1, with participation from over 20 foreign leaders and 10 international organization heads [1] - Key events include the China-Uzbekistan Economic and Trade Investment Forum, the 8th China-Kazakhstan Entrepreneurs Committee Meeting, and the China-Malaysia High-Level Dialogue, all designed to deepen bilateral cooperation [2] Group 1: Economic and Trade Activities - The China-Uzbekistan Economic and Trade Investment Forum will be held on August 28 in Beijing, with around 600 entrepreneurs from both countries participating to discuss trade and investment [2] - The 8th China-Kazakhstan Entrepreneurs Committee Meeting is scheduled for September 2, expecting over 500 representatives to explore cooperation in energy, infrastructure, and logistics [2] - A high-level dialogue with Malaysia will also occur on September 2, focusing on trade cooperation and the business environment in Malaysia [2] Group 2: Services for Foreign Enterprises - CCPIT has focused on enhancing relationships with foreign enterprises, having received nearly 100 multinational company leaders and organized 274 delegations to 55 countries this year [3][4] - The third Chain Expo attracted exhibitors from 75 countries, with 35% being foreign exhibitors, leading to significant cooperation intentions among foreign companies [3] - CCPIT is actively addressing foreign enterprises' needs through various meetings and initiatives, including a recent event in Shanxi that involved over 60 foreign business representatives [4] Group 3: Future Directions - Despite external uncertainties, foreign enterprises remain committed to investing in China, driven by the country's large market, complete industrial system, and favorable business environment [4] - CCPIT plans to continue its role as a bridge to promote higher-level economic and trade exchanges between China and foreign enterprises [4]

Core Viewpoint - The integration of multiple transportation modes in Yantai, including rail, road, water, and air, is enhancing logistics efficiency and reducing costs, exemplified by the newly completed Delong-Yantai Railway and its impact on logistics operations [2][3][4]. Group 1: Transportation Efficiency - The Delong-Yantai Railway has established a new cross-province sea-rail intermodal channel, significantly reducing transportation distance by 152 kilometers and cutting transport time by 6 hours compared to traditional road transport [2]. - The new railway connection has led to a reduction in freight rates by over 70%, supporting the national initiative to shift bulk cargo from road to rail [2]. - The integration of various transport modes has allowed Yantai to create a comprehensive logistics network, enhancing operational efficiency and cost-effectiveness [2][3]. Group 2: Company Innovations - Shandong Debao Multimodal Transport Co., Ltd. has successfully implemented a multi-modal transport solution that combines road, rail, and sea, resulting in over 12% savings in transportation costs and improved delivery times [3]. - The company has invested in a large multimodal transport base at Delong-Yantai Railway Fushan North Station, providing comprehensive services such as storage, loading, and unloading, thereby enhancing the overall logistics capabilities [3]. Group 3: Cross-Border Logistics - The "sea-air intermodal" service from Yantai has demonstrated significant advantages, with cross-border e-commerce goods being shipped to Korea and then flown to Europe and South America, achieving a 20% reduction in overall logistics costs [4]. - A logistics supply-demand matching conference in Yantai gathered over 120 enterprises from various sectors to promote the development of multimodal transport, creating a "golden platform" for collaboration [4]. - Yantai is also exploring low-altitude economic opportunities, successfully conducting test flights for drone transport across the sea, further enhancing its logistics capabilities [4].

Core Viewpoint - The company Long-term Logistics (stock code: 603569) announced on August 27, 2025, its plan to engage in financial derivative transactions with reputable domestic commercial banks to mitigate foreign exchange market risks and reduce the impact of exchange rate fluctuations on its profits [1]. Transaction Details - The authorized period for the proposed financial derivative transactions is up to 12 months from the board's approval date, with a maximum transaction amount not exceeding RMB 300 million (including equivalent foreign currency amounts) at any point within the authorized limit [2]. - The maximum margin and premium to be utilized for these transactions will not exceed RMB 35 million (including equivalent foreign currency amounts), and the funds can be recycled within the authorized period [2]. - The types of transactions include but are not limited to forward foreign exchange contracts, foreign exchange swaps, foreign exchange options, interest rate swaps, interest rate options, currency swaps, and combinations thereof, involving major settlement currencies such as USD, EUR, and PLN [2]. Review Situation - This matter was approved at the 13th meeting of the fifth board of directors held on August 26, 2025, and does not require submission to the shareholders' meeting as it falls within the board's approval authority [3]. - The company had previously approved a similar proposal on August 23, 2024, which was successfully executed without exceeding the authorized limit, necessitating a new application due to the expiration of the 12-month authorization period [3]. Risk and Control - The company acknowledges the market, performance, liquidity, and operational risks associated with financial derivative transactions and has implemented several measures to control these risks [4]. - These measures include selecting simple and controllable products aimed at hedging, adhering to the authorized limit, and establishing clear responsibilities and approval processes [4]. - The finance department is responsible for implementation and monitoring, while the audit department oversees compliance, with independent directors and the supervisory board having the authority to conduct inspections [4]. Impact on the Company - The purpose of engaging in these transactions is to hedge against the risks posed by foreign exchange market fluctuations, thereby enhancing the company's ability to manage exchange rate risks without engaging in speculative or arbitrage activities [5]. - The company assures that this will not affect its daily cash flow or core business operations, and it will account for the transactions according to relevant accounting standards and disclose pertinent information in a timely manner [5].

Core Viewpoint - Eagle Logistics (01442.HK) reported a revenue of approximately 210 million MYR for the six months ending June 30, 2025, representing a year-on-year decrease of about 8.9% [1] - The company recorded a net profit of approximately 16.273 million MYR, down from about 20.497 million MYR for the same period last year [1] - Earnings per share attributable to shareholders was 0.79 sen [1] Revenue Sources - The company generates revenue through various services, including: 1. Integrated freight forwarding services 2. Logistics center and related services 3. Land transportation services 4. Container liquid bag solutions and related services 5. Fourth-party logistics services [1] - The company's sustained strong performance is attributed to its strategic integrated logistics service portfolio, tailored to meet the diverse needs of clients across various industries in Malaysia and surrounding countries [1]