（文章来源：每日经济新闻） 每经AI快讯，11月10日，据交通运输部，11月3日—11月9日，全国物流保通保畅运行数据：国家铁路运 输货物8166万吨，环比增长3.94%；全国高速公路货车通行5638.3万辆，环比下降2.06%；监测港口完成 货物吞吐量26852.7万吨，环比下降5.34%，完成集装箱吞吐量680.9万标箱，环比增长0.58%；民航保障 航班11.8万班（其中货运航班5612班，包括国际货运航班3771班，国内货运航班1841班），环比下降 0.67%；邮政快递揽收量约42.2亿件，环比下降1.42%；投递量约42.05亿件，环比下降2.32%。 ...

Core Viewpoint - The logistics sector in China experienced mixed performance from November 3 to November 9, with some areas showing growth while others faced declines in activity levels [1] Group 1: National Railway and Highway Performance - National railway transportation handled 81.66 million tons of goods, reflecting a month-on-month increase of 3.94% [1] - The number of freight trucks on national highways reached 56.383 million, showing a month-on-month decrease of 2.06% [1] Group 2: Port and Air Cargo Activity - Monitored ports completed a cargo throughput of 268.527 million tons, which is a month-on-month decline of 5.34% [1] - Container throughput at ports reached 6.809 million TEUs, marking a month-on-month increase of 0.58% [1] - Civil aviation supported 118,000 flights, including 5,612 cargo flights, with international cargo flights accounting for 3,771 and domestic cargo flights for 1,841, reflecting a month-on-month decrease of 0.67% [1] Group 3: Postal and Express Delivery - The volume of postal and express delivery collections was approximately 4.22 billion items, showing a month-on-month decrease of 1.42% [1] - The delivery volume was about 4.205 billion items, which represents a month-on-month decline of 2.32% [1]

Core Viewpoint - The logistics industry in China continues to show expansion in October, with the logistics prosperity index at 50.7%, despite a slight month-on-month decline of 0.5 percentage points [1] Group 1: Logistics Industry Performance - The logistics business volume index and new order index remain in the prosperity range, indicating sustained demand expansion [1] - Consumer logistics growth is highlighted as a key area, driven by increased offline and online shopping activities during the National Day and Mid-Autumn Festival [1] - The postal and express delivery business volume index reached 70.5%, reflecting a month-on-month increase of 0.4 percentage points, indicating robust e-commerce activity [1] Group 2: Investment Outlook - Logistics infrastructure investment remains stable, with the fixed asset investment completion index at 55.2%, indicating ongoing expansion [2] - The business activity expectation index stands at 55.3%, remaining above 55% for eight consecutive months, suggesting optimistic outlooks for the year [2] - The expectation for steady growth in logistics demand is anticipated in the fourth quarter, providing support for broader economic goals [2]

Core Insights - The national railway transported 78.562 million tons of goods from October 27 to November 2, reflecting a week-on-week decrease of 0.84% [1] - The total number of freight trucks on national highways was 57.572 million, showing a week-on-week decline of 2.49% [1] - Port cargo throughput reached 280.497 million tons, marking a week-on-week increase of 15.33%, while container throughput was 6.718 million TEUs, up by 13.81% [1] - Civil aviation supported 119,000 flights, including 5,544 cargo flights, with a week-on-week decrease of 2.92% [1] - The volume of postal express collection was approximately 4.281 billion items, down by 6.18%, and delivery volume was about 4.305 billion items, decreasing by 2.18% [1]

Core Insights - The national railway cargo transportation reached 79.224 million tons from October 20 to October 26, showing a week-on-week decrease of 1.37% [1] - The number of freight vehicles on national highways was 59.042 million, reflecting a week-on-week increase of 1.59% [1] - Port cargo throughput was 242.538 million tons, with a week-on-week decline of 5.08%, while container throughput was 5.903 million TEUs, down 8.21% [1] - Civil aviation supported 123,000 flights, including 5,587 cargo flights, with a slight week-on-week increase of 0.13% [1] - The postal and express delivery sector saw approximately 4.563 billion items collected, marking a week-on-week increase of 15.69%, and about 4.401 billion items delivered, up 11.59% [1] Transportation Sector - National railway cargo transportation decreased to 79.224 million tons, a decline of 1.37% compared to the previous week [1] - The number of freight vehicles on highways increased to 59.042 million, representing a growth of 1.59% [1] Port Operations - Port cargo throughput fell to 242.538 million tons, down 5.08% week-on-week [1] - Container throughput decreased to 5.903 million TEUs, reflecting an 8.21% decline [1] Civil Aviation - Civil aviation operations included 123,000 flights, with cargo flights accounting for 5,587, showing a marginal increase of 0.13% [1] Postal and Express Delivery - The collection volume in the postal and express delivery sector reached approximately 4.563 billion items, up 15.69% week-on-week [1] - The delivery volume was about 4.401 billion items, marking an increase of 11.59% [1]

Core Insights - The national railway cargo transportation volume reached 79.224 million tons from October 20 to October 26, reflecting a week-on-week decrease of 1.37% [1] - The number of freight vehicles on national highways was 59.042 million, showing a week-on-week increase of 1.59% [1] - Port cargo throughput was 242.538 million tons, which represents a week-on-week decline of 5.08%, while container throughput was 5.903 million TEUs, down 8.21% week-on-week [1] - Civil aviation supported 123,000 flights, including 5,587 cargo flights, marking a week-on-week increase of 0.13% [1] - The volume of postal express collection was approximately 4.563 billion items, up 15.69% week-on-week, and the delivery volume was about 4.401 billion items, reflecting an 11.59% week-on-week increase [1]

Core Insights - The postal industry in China reported a business revenue of 152.57 billion yuan in September 2023, marking a year-on-year growth of 6.8% [1] - The express delivery business revenue reached 127.37 billion yuan in September, with a year-on-year increase of 7.2% [1] - Cumulatively, from January to September 2023, the postal industry generated a total revenue of 1,313.63 billion yuan, reflecting a growth of 7.7% compared to the same period last year [1] Revenue and Volume Performance - In September, the total volume of postal delivery services reached 18.34 billion pieces, up 11.2% year-on-year, with express delivery volume at 16.88 billion pieces, increasing by 12.7% [1] - For the first nine months, the cumulative delivery volume was 158.26 billion pieces, a 15.0% increase, while express delivery volume totaled 145.08 billion pieces, growing by 17.2% [1] Segment Analysis - The express delivery business accounted for 83.5% of the total postal business revenue in the first nine months [1] - The volume of same-city express deliveries was 11.87 billion pieces, up 4.3%, while intercity express deliveries surged to 130.17 billion pieces, marking an 18.6% increase [1][2] - International and Hong Kong/Macau/Taiwan express deliveries reached 3.04 billion pieces, reflecting a year-on-year growth of 13.7% [1] Regional Performance - In terms of revenue distribution, the eastern region contributed 73.8%, the central region 15.6%, and the western region 10.6% of the total express delivery revenue [6] - The eastern region saw a slight decline in both revenue and volume share compared to the previous year, while the central and western regions experienced increases [6] Market Concentration - The concentration index (CR8) for express and parcel service brands stood at 86.9, remaining stable compared to the previous month [9] Detailed Breakdown by Province - The express delivery revenue for major provinces included Guangdong at 223.48 billion yuan (1.0% growth), Jiangsu at 77.8 billion yuan (7.5% growth), and Zhejiang at 109.57 billion yuan (5.3% growth) [11] - Notably, Hebei province showed significant growth in express delivery revenue at 49.31 billion yuan, with a year-on-year increase of 19.9% [11] City-Level Insights - Shanghai led the express delivery revenue with 195.99 billion yuan, followed by Guangzhou at 68.34 billion yuan and Shenzhen at 46.96 billion yuan [12] - In terms of processing volume, Guangzhou also topped the list with 1,656,335.3 million pieces, indicating a robust logistics network [13]

Core Insights - The integration of technology in logistics is enhancing the efficiency of agricultural product distribution and urban industrial goods delivery, exemplified by the use of electronic waybills for tracking shipments [2][5] - The "Yunong Youpin" brand initiative in Henan Province is promoting local agricultural products through e-commerce platforms, significantly increasing the volume of agricultural goods being shipped [3][4] Group 1: Agricultural Product Distribution - The postal service in Xichuan County is facilitating the sale of local pomegranate products through e-commerce platforms like JD.com and Pinduoduo, improving the reach of these products nationwide [2] - In Nanyang, the express delivery of mugwort products has seen a shipment volume exceeding 80 million pieces in the first half of 2025, marking a 36% year-on-year increase and creating over 250,000 jobs [3] - The logistics solutions provided for local chili pepper distribution in Shangqiu include dedicated collection points and direct delivery services [3] Group 2: Logistics Infrastructure - The coverage rates for postal delivery centers in Henan Province are high, with 85% for county-level centers, 99.38% for township delivery points, and 78.23% for village logistics service stations, ensuring efficient logistics channels for agricultural products [3] - The Zhengzhou Postal District Center processes an average of 2.9 million mail items daily, serving as a crucial hub for the province's postal operations [3][4] Group 3: Technological Advancements - The implementation of automated sorting systems in logistics facilities is enhancing operational efficiency, allowing for real-time tracking and management of production progress [4] - The development of a comprehensive logistics system in Zhengzhou integrates air, express, e-commerce, and warehousing logistics, creating a robust network for global distribution [5] - The "one-stop" transportation model being explored in Henan aims to streamline the logistics process by integrating various transport modes and enhancing information sharing [5]

Group 1 - The People's Bank of China reported that the cumulative increase in social financing scale for the first three quarters of 2025 reached 30.09 trillion yuan, an increase of 4.42 trillion yuan compared to the same period last year [2] - The broad money (M2) balance at the end of September was 335.38 trillion yuan, with a year-on-year growth of 8.4% [2] - The increase in RMB loans for the first three quarters was 14.75 trillion yuan [2] Group 2 - The European Union is considering forcing Chinese companies to transfer technology to European firms, with China's Foreign Ministry opposing such measures as violations of WTO rules [3] - The National Development and Reform Commission announced plans to build 28 million charging facilities nationwide by the end of 2027, including 40,000 "super fast combined" charging guns in highway service areas [4] Group 3 - The Ministry of Industry and Information Technology met with Apple's CEO Tim Cook to discuss Apple's business development in China and cooperation in the electronic information sector [5] - The State Post Bureau emphasized the importance of the postal and express delivery industry in modern logistics during a recent inspection in Shanghai [6] Group 4 - The National Bureau of Statistics announced the establishment of seven national digital economy innovation development pilot zones, with 158 reform measures focusing on market-oriented data element allocation and deep integration of technology and industry [7] Group 5 - New Kai Lai's subsidiary Qi Yun Fang launched a domestically produced EDA industrial software at the Bay Area Semiconductor Industry Ecological Expo [8] - Wan Li Yan, a subsidiary of New Kai Lai, announced the release of a new generation of ultra-high-speed real-time oscilloscopes at the "2025 Bay Chip Exhibition" [9] Group 6 - Sanhua Intelligent Control announced that recent rumors regarding large robot orders were untrue [10] - Junpu Intelligent announced plans to raise no more than 1.161 billion yuan for smart robot R&D and industrialization projects [11] - Yangyuan Beverage announced a capital increase of 1 billion yuan to private equity fund Quan Hong Investment [11] Group 7 - Chip Origin announced plans to acquire control of Zhudian Semiconductor [12] - Nair announced plans to acquire at least 51% of Feilai Testing [12] Group 8 - Shuo Bei De announced a projected net profit increase of 2837%-3204% for the third quarter [13] - Guanghua Technology reported a 1234% year-on-year increase in net profit for the first three quarters [13] - Haiguang Information announced a third-quarter net profit of 760 million yuan, a 13% year-on-year increase [13] - Zhongke Shuguang reported a 24% year-on-year increase in net profit for the first three quarters [13] - Tailin Micro announced a projected net profit increase of 118% for the first three quarters [13] Group 9 - Dingsheng Technology signed a strategic cooperation framework agreement with Boyuan Co., aiming to collaborate on solid-state lithium battery material technology [14] - Tianpu Co. announced the completion of its suspension for verification and will resume trading on the 16th [15] - *ST Zhengping announced the completion of its suspension verification and will resume trading [15] Group 10 - Demingli announced that its second-largest shareholder plans to reduce holdings by no more than 1.32% [16] - Huizhiwei announced that its second-largest shareholder plans to reduce holdings by no more than 1% [16] - Huada Jiutian reported that its fourth-largest shareholder reduced holdings by 2.7147 million shares from September 15 to October 15 [16] - Western Gold announced that its second-largest shareholder plans to reduce holdings by no more than 18.22 million shares [16] Group 11 - Guoguang Chain reported a third-quarter net loss of 8.41 million yuan, marking a shift to a loss compared to the previous year [17] Group 12 - The three major U.S. stock indices closed mixed, with the Dow down 0.04%, the Nasdaq up 0.66%, and the S&P 500 up 0.4% [18] - The Nasdaq Golden Dragon China Index rose by 1.7%, with most popular Chinese concept stocks increasing [18] Group 13 - Federal Reserve Governor Milan stated that the divergence in policy views among colleagues is more about the pace of interest rate cuts rather than the final target [19] - U.S. Treasury Secretary Bessent emphasized the need for the Federal Reserve to use quantitative easing cautiously and not to reduce its balance sheet or abandon a robust reserve system [20] Group 14 - COMEX gold futures rose by 1.48% to $4224.9 per ounce, while COMEX silver futures increased by 3.76% to $52.525 per ounce, both reaching new closing highs [21]

Industry News - The National Development and Reform Commission and other departments issued a notice for the "Three-Year Doubling Action Plan for Electric Vehicle Charging Facilities (2025-2027)", aiming to establish 28 million charging facilities nationwide by the end of 2027 [4] - The State Data Bureau announced that China will launch 158 reform measures in seven national digital economy innovation development pilot zones, focusing on market-oriented allocation of data elements, technological innovation, and deep integration of industrial innovation [5] - AI technology is penetrating all aspects of drug development, as reported in KPMG's "Third Bio-innovation Leading 50 Enterprises Report" [5] - The Chongqing Medical Security Bureau has initiated the preparation phase for centralized procurement of urological medical consumables, covering 26 provinces [5] - The State Post Bureau emphasized the importance of smooth circulation and promoting logistics in the modern logistics industry during a recent inspection of the postal and express delivery industry [5] Company News - Haiguang Information announced a net profit of 760 million yuan for the third quarter, representing a year-on-year increase of 13% [6] - Guanghua Technology reported a net profit growth of 1234% year-on-year for the first three quarters [8] - Hainan Huatie completed a shareholding increase plan, accumulating 6.448 million shares [9] - Guizhou Bailing's subsidiary received approval for clinical trials of a new traditional Chinese medicine for type 2 diabetes [10] - China Ruilin plans to establish a tungsten and rare earth mining fund with a total scale of 2 billion yuan [10] - Junpu Intelligent plans to raise no more than 1.161 billion yuan for smart robot research and industrialization projects [10]