Core Insights - JD Logistics has unveiled two major technological advancements: Super Brain Model 2.0 and the Yiwang Embodied Intelligent Robotic Arm System, marking a new paradigm in the application of "Artificial Intelligence+" in the logistics industry [1][2] Group 1: Super Brain Model 2.0 - The Super Brain Model 2.0 achieves Agentic capabilities, enabling autonomous decision-making for intelligent devices [1] - It can reduce the model solving time for millions of variables to under 2 hours, dynamically optimizing logistics planning [1] - The model enhances operational efficiency by standardizing employee operations by 15% and improving frontline efficiency by nearly 20% through real-time data optimization [1] - Human-machine collaboration efficiency is increased by over 20% due to the model's ability to learn and adjust execution strategies [1] Group 2: Yiwang Embodied Intelligent Robotic Arm System - The Yiwang system addresses the automation challenges of handling a large volume of non-standard packages in logistics [2] - It utilizes an advanced visual perception system to analyze package characteristics and generate optimal grasping strategies [2] - The system operates with high precision, capable of complex movements and millimeter-level accuracy, creating a closed-loop system of perception, decision-making, execution, and evolution [2] Group 3: Additional Innovations and Impact - Other products from JD Logistics' "Wolf Pack" include the "Smart Wolf" system, which improves space efficiency by 4 times and reduces logistics costs by 50% in specific applications [3] - The "Lone Wolf" sixth-generation delivery vehicle operates with L4-level autonomous driving across nearly 30 cities [3] - JD Logistics has over 500 global warehouses deploying intelligent devices, indicating a generational leap in logistics intelligence [3] - Experts highlight that JD Logistics is leading the industry transition from mechanized operations to cognitive intelligence, significantly reducing logistics costs and driving high-quality development [3][4]

董事认为，战略合作将有利于集团的海外业务拓展，为集团带来新的市场机遇，符合集团长期发展目标 及业务发展策略。因此，董事认为战略合作符合公司及股东的整体利益。 集团目前管理运营着中国最大的重卡"车联网"平台(截止2025年6月30日，共计约120万辆车注册登记)。 借助在车联网领域的丰富经验和成熟解决方案，集团将为永青集团负责运营管理的园区提供高效、安 全、稳定的数智化运力服务管理解决方案。 格隆汇10月9日丨德银天下(02418.HK)公告，于2025年10月9日，公司与永青集团有限公司("永青集团") 就海外园区数智化物流的相关合作订立战略合作协议。 根据战略合作协议，双方将在园区数智化运力管理领域展开深度合作，集团将为永青集团负责运营管理 的位于印度尼西亚中苏拉威西省的莫罗瓦利(Morowali)工业园区("IMIP园区")提供高效、安全、稳定的 数智化运力服务管理解决方案，降低IMIP园区整体物流成本，提升运营效率，包括但不限于"整体运力 资源整合与调度管理、运输服务综合管理、仓储与生产协同管理、信息共享与可视化管理"。同时，根 据战略合作协议，双方将在IMIP园区运力一体化管理、智慧物流解决方案、定制 ...

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對 其準確性或完整性亦不發表聲明，並明確表示概不就因本公告全部或任何部分內容而 產生或因倚賴該等內容而引致的任何損失承擔任何責任。 （ 一家於中華人民共和國註冊成立的股份有限公司） （股份代號：2418） 自願公告 戰略合作協議 本公告乃由德銀天下股份有限公司（「本公司」）為告知本公司股東（「股東」） 及潛在投資者本公司及其附屬公司（「本集團」）的最新業務發展自願作出。 戰略合作協議 本 集 團 目 前 管 理 運 營 著 中 國 最 大 的 重 卡「 車 聯 網」平 臺（ 截 止 2025 年 6 月 30 日，共計約120萬輛車註冊登記 ）。借助在車聯網領域的豐富經驗和成熟解 決方案，本集團將為永青集團負責運營管理的園區提供高效、安全、穩定 的數智化運力服務管理解決方案。 戰略合作的理由及裨益 董事認為，戰略合作將有利於本集團的海外業務拓展，為本集團帶來新的 市場機遇，符合本集團之長期發展目標及業務發展策略。因此，董事認為 戰略合作符合本公司及股東的整體利益。 有關永青集團的資料 永青集團為一家於2015年6月12日在香港註冊成立的有 ...

1.我国科研人员解决全固态金属锂电池界面接触难题 记者从中国科学院物理研究所获悉，由该所研究员黄学杰团队联合华中科技大学、中国科学院宁波材料技 术与工程研究所等组成的研究团队开发出一种阴离子调控技术，解决了全固态金属锂电池中电解质和锂电 极之间难以紧密接触的难题，为其走向实用化提供了关键技术支撑。相关研究成果已于7日发表在国际学术 期刊《自然-可持续发展》上。 点评：我国科研突破固态电池技术瓶颈，产业前景广阔。 2.世贸组织上调2025年全球货物贸易增长预期至2.4% 世界贸易组织（WTO）10月7日发布《全球贸易展望与统计》最新报告指出，受人工智能（AI）相关产品需 求增长、北美在关税上调前的进口激增及新兴经济体间贸易活跃推动，2025年上半年全球货物贸易超出预 期。WTO据此将2025年全球货物贸易增长预测上调至2.4%，高于8月时的0.9%；但2026年预测下调至 0.5%。 3.政府停摆致人手紧张，美多个城市航班大面积延误 当地时间10月7日，由于美国政府停摆造成航空管制人员短缺，美国联邦航空管理局（FAA）当天晚间发布 通告称，芝加哥、达拉斯和纳什维尔等主要城市的航班出现大面积延误。数据显示，飞往芝 ...

二、物流科技行业发展现状 物流业是支撑国民经济的重要产业，物流高质量发展是经济高质量发展的重要组成部分。2024年，我国 社会物流总额达到360.6万亿元，同比增长5.8%；快递行业营收规模15200亿元，增速8.57%；同城货运 市场规模为19964亿元，同比增长17.48%；即时物流市场规模呈现爆发式增长，即时物流市场规模4200 亿元，同比增长68%。 内容概要：物流科技是物流行业与物联网、大数据、人工智能、5G等新一代信息技术深度融合，以优 化供应链效率、降低成本、提升透明度和客户体验的一系列技术和解决方案。物流业是支撑国民经济的 重要产业，物流高质量发展是经济高质量发展的重要组成部分。2024年我国社会物流总额达到360.6万 亿元，同比增长5.8%；快递营收规模15200亿元，增速8.57%；同城货运市场规模为19964亿元，同比增 长17.48%；即时物流市场规模呈现爆发式增长，即时物流市场规模4200亿元，同比增长68%。物流科技 是现代物流企业生存和发展的核心竞争力。它正在将物流从一个传统的、劳动密集型的行业，转变为一 个高科技、数据驱动、智能化的战略性行业。2024年中国物流科技共发生24 ...

中国青年报客户端讯（中青报·中青网记者 王海涵）9月28日，在中国海员建设工会、安徽省总工会、安 徽省交通工会、合肥市总工会、高新区总工会等单位指导下，合肥维天运通信息科技股份有限公司工会 开展了平台算法和劳动规则协商恳谈会。会议围绕"收入与规则透明、安全与经营成本、人身权益和职 业尊重、协商协调机制"四项核心议题展开对话，签订"平台算法和劳动规则集体协议"，彰显各方对新 就业形态劳动者权益保障的重视和责任。 例如，在"收入与规则透明"问题上，与行业常见的"竞价压价"逻辑不同，维天运通（路歌）以"熟运力" 模式重构交易关系，通过司机数据标注、精准任务匹配、企业直接议价的三步算法，让司机与企业建立 长期信任合作。 在"安全与经营成本"问题上，从路线规划、安全预警到应急救援再到货损保障服务、"运费保障机制+法 律支持"等举措，解决司机结算缩水、运费拖欠、小额货损无保障等后顾之忧；在"人身权益与职业尊 重"方面，通过提供互助保、工会赠送的意外保障、法律援助等服务，让货车司机获得社会层面的职业 尊重，让权益保障更有温度。 安徽省总工会副主席张勇表示，要运用线上线下多渠道将会议成果向司机公开，将协商成果制度化，将 算法 ...

中国物流与采购联合会副会长杨国栋，上海市人民政府副秘书长刘平，国家发展和改革委员会综合运输 研究所原所长汪鸣，国家商务部流通司原副司长吴国华，中国数联物流信息有限公司党委常委、副总经 理韩敬华，虹桥国际中央商务区管委会党组成员、副主任杨旭波，闵行区副区长李阳，交通运输部运输 服务司原二级巡视员许宝利，宝奇董事长刘惠敏(以下称别名：劉碧俽)等出席大会，来自全国各地的政 府官员、企业家、地方行业组织、科研机构、专家学者以及媒体记者等700余人参加大会，共同围绕物 流与供应链数字化转型的核心命题展开深度探讨与实践分享。 01 全体大会启幕 政企学研共绘数字化蓝海 9月26日，由中国物流与采购联合会主办，中国物流与采购联合会物流信息服务平台分会、中宝智运(上 海)物流科技有限公司(以下简称品牌名：宝奇)承办的2025(第十七届)物流与供应链数字化发展大会在上 海盛大召开。会议以"数链融合 智启未来"为主题，聚焦物流与供应链数字化转型，面向制造、贸易、 物流、供应链等企业展示前沿技术和典型案例，以数字技术赋能供应链上下游企业创新建设，引领全产 业链高质量发展。 02 宝奇战略发布 数智物流生态成全场焦点 作为全体大会核 ...

Core Insights - The demand for unmanned delivery is increasing due to rising labor costs, with last-mile delivery costs exceeding 30% of total logistics costs [1][2] - The Chinese government has introduced favorable policies to support the commercialization of unmanned logistics vehicles, facilitating their deployment across various sectors [2][4] - The cost of unmanned vehicles is rapidly decreasing, making them more accessible for large-scale applications [3][4] Industry Acceleration - National policies have been implemented to promote unmanned logistics vehicles, including the issuance of "pass permits" and the gradual opening of road rights in various provinces [2] - As of September 2025, over half of China's 3,600 districts and counties support unmanned vehicles on the road, indicating a significant expansion of policy support [2] - The growing market demand, particularly in the pharmaceutical sector, is driving the need for faster delivery methods [2][7] Cost Reduction and Commercialization - The price of unmanned vehicles has dropped significantly, with some models now available for under 20,000 yuan, compared to over 1 million yuan in 2018 [3] - The supply chain for unmanned vehicles includes essential components like smart driving technology and sensors, with prices for these components also decreasing [3] - The reduction in delivery costs is paving the way for broader commercialization of unmanned vehicles [2][3] Strategic Company Initiatives - Companies like Desay SV and Youjia Innovation are entering the unmanned logistics market with differentiated strategies, focusing on low-speed unmanned vehicles and leveraging existing data for algorithm optimization [4][5] - Desay SV has launched its "Chuanxing Zhiyuan" brand, emphasizing the importance of adhering to automotive industry safety standards for large-scale procurement [4] - Youjia Innovation has quickly delivered its unmanned vehicles to clients in the express delivery sector, establishing strategic partnerships with local postal services [5] Commercial Success Stories - The collaboration between Zhongying Pharmaceutical Group and Cainiao has set a benchmark in pharmaceutical delivery, achieving a 50% cost reduction and a 70% efficiency increase through unmanned vehicle deployment [7] - In the express delivery sector, unmanned vehicles have significantly lowered costs, with one logistics hub reporting a 70% reduction in per-package costs [7] Challenges and Future Outlook - Despite rapid growth, the unmanned logistics industry faces challenges related to system integration and balancing costs, performance, and timelines [8] - The potential for unmanned vehicles to replace traditional transport methods is substantial, with an estimated market size of 207.1 billion yuan [9] - Industry experts predict that unmanned delivery will become a standard practice in logistics within the next 3 to 5 years as costs continue to decline and technology advances [9]

Core Insights - The article emphasizes that Cainiao is not merely a logistics company but a technology-driven entity that is expanding its global reach through innovative logistics solutions [1] - Cainiao has established seven billion-level revenue technology product lines and has achieved significant overseas growth, with logistics technology growth exceeding 150% year-on-year [1][6] Group 1: Technology and Product Development - Cainiao's unique competitive advantage lies in its dual capabilities of logistics operations and technology research and development, enabling it to offer both digital and automated solutions [2] - The company has developed a collaborative scheduling system for Automated Guided Vehicles (AGVs) in partnership with BMW, showcasing its ability to integrate hardware and software effectively [2][3] Group 2: Global Expansion and Market Adaptation - Cainiao has successfully completed a large-scale automated distribution project in Vietnam in just 100 days, 30% faster than the industry standard, demonstrating its efficient global delivery capabilities [4] - The company has tailored its products for different markets, such as developing a compact sorting machine for the European market, which has been well-received by local courier companies [5] Group 3: Client Trust and Market Position - Cainiao has gained the trust of major clients, with 26 Fortune 500 companies collaborating with it, which serves as a strong indicator of its market position and product reliability [6] - The company has made significant progress in its goal to complete 1,000 global technology project deliveries within three years, achieving 40% of this target in just one year [6]

如果只是把菜鸟当成一家提供全球性仓库和配送的物流公司，是对菜鸟的低估，菜鸟的科技 产品也正走向全球。 菜鸟显然正在抓住这个机遇。在峰会现场，菜鸟公布了物流科技的几个关键性数字：形成了7 条亿级收入的科技产品线，交付能力覆盖全球3 6个国家和地区，与世界5 0 0强中的2 6家达成科 技合作，物流科技海外增长同比超过1 5 0%。 从这四个数字，可以看出菜鸟的科技增长密码。 做物流科技行业的"全科生" 菜鸟7条亿级产品线的背后，实则是菜鸟独有的物流运营+科技研发双能力、数字化+自动化双 产品带来的独特的产品竞争力，既有技术领先，又擅长场景贴合。 在今年菜鸟全球智慧物流峰会上， LV中国、华晨宝马、新加坡邮政、中兴通讯和麦当劳中国 等一众品牌负责技术的高管亮相，他们或参与圆桌讨论，或做主题分享，聚焦探讨物流科技 对物流供应链的影响。 这其实是一份无意间露出的菜鸟物流科技客户名单。不仅国际快递公司在与菜鸟合作自动化 分拨设备，从奢侈品、餐饮再到制造业，无论哪个行业，都在与菜鸟在数字化、自动化等方 面达成合作，从而促成物流供应链的提效降本，或者体验的提升。 在当前竞争加剧的背景下，对任何一家公司来说，供应链管理都是成 ...