证券代码：603871 证券简称：嘉友国际 公告编号：2026-004 嘉友国际物流股份有限公司 关于对外投资赞比亚萨卡尼亚口岸和恩多拉至穆富利拉道路升级改造项目的进展公告 本公司董事会及全体董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法律责任。 一、对外投资概述 嘉友国际物流股份有限公司（简称"公司"）于2023年分别召开第三届董事会第十三次会议、第三届董事 会第十六次会议，同意公司全资子公司中非国际物流投资有限公司（简称"中非国际"）的控股子公司 JASWIN PORTS LIMITED（简称"JASWIN公司"、"特许公司"）和赞比亚财政部、公路发展局、贸工部 签署《萨卡尼亚口岸、恩多拉至穆富利拉公路以及通往萨卡尼亚边境道路的设计、融资、建设、运营特 许权合同》。合同约定由JASWIN公司投资、建设、运营赞比亚萨卡尼亚口岸和恩多拉至穆富利拉道路 升级改造项目（简称"赞比亚萨卡尼亚PPP项目"）。赞比亚萨卡尼亚PPP项目的特许权期限为22年，投 资总额为76,129,229.48美元，其中公司持有JASWIN公司90%股权，投资金额为68,516, ...

陆路班列接续开行，海上和空中的贸易链接同样密切，宁波舟山港在春节期间装卸作业24小时不间断。大年初一至初六，宁波舟山港完成集装 箱吞吐量超78万标准箱，同比增长超17%。 宁波舟山港北三集司营运操作部值班经理周德海介绍，这条船载重量超过19万吨，这回在港区的作业量超过了两万标准箱，像这样的船型整个 春节期间还是比较多的。这几天，出口箱量增长比较明显，现场是"人停机不停"争分夺秒确保货物能及时出运。 央视网消息：春节是团圆的日子，但对于许多行业，每年新春都是一个充满忙碌和机遇的时间。比如说外贸行业，开年就是抢订单的关键时 机。春节期间，总台记者也走访多地，从昼夜不息的国际物流通道到开足马力的生产车间，外贸企业抢抓新春开局。 这里是湖北武汉的香炉山货运站，一趟国际班列刚刚完成装载，它将载着323吨货物发往哈萨克斯坦。 这趟车刚发完，下一趟的货物就已经开始装载。截至2月20日，湖北武汉国际班列的发送量较去年同期增长55%。 国铁武汉局物流中心滠口营业部经理张玉鹏介绍，现在货量明显上来了，很多企业开年第一批货都集中在这几天发，几乎每天要发到3列。通 过前置查验、集拼集运、双始发站联动，他们实现了运输时间缩短1—2天， ...

央视网消息：春节对很多人来说是团圆的日子，但对外贸人来说，却是开年抢订单的关键时机。春节期间，有人飞往海外参展，有人留在工厂保交付，通过 实干赢来马年好开局。 海外拓订单 工厂保交付 新春抢先机，不少外贸企业在春节假期里迈出国门，抢抓全球商机。大年初一，200多家中国企业远赴美国参展，成为新春首批出海抢单的外贸队伍之一。 国际物流昼夜不息 记者走访多地看到，从昼夜不息的国际物流通道，到开足马力的生产车间，外贸企业抢抓新春开局，我国外贸在新春时节持续释放蓬勃活力。 在湖北武汉的香炉山货运站，一趟国际班列刚刚完成装载，它将载着343吨货物发往哈萨克斯坦。 海外订单纷至沓来，国内生产车间也开足马力。眼下，全球人工智能算力建设持续升温，核心电力装备——变压器的全球需求，也随之快速增长。在江苏常 州的这个变压器生产车间，新春的喜庆与生产的干劲交相辉映，一台台大容量变压器正加紧完成装配，即将被发往全球各地。 江苏华朋集团有限公司常务副总经理 孙丽君：眼下，我们在手订单已超过30亿元，其中出口订单超过20亿元，现在订单已经排到年底。为了抢抓工期，确 保订单按时交付，我们春节期间部分工序都没有停产。 企业负责人告诉记者，更快 ...

人力资源社会保障部等9部门部署开展的2026年春风行动暨就业援助季活动正在全国范围内火热开展。 为促进农村劳动力、高校毕业生等重点群体就业，近期一系列专场招聘会将陆续举办。 面向农村劳动力—— 2月22日，贵州榕江将开展"过春节 看村超 送岗位"活动，针对农村劳动力、城镇登记失业人员等， 在"村超"球场内开展直播带岗送岗就业服务，提供岗位超1万个，涉及电子制造、服装制造、物流运输 等多个领域。 2月22日，江苏南京将举办2026年度"春风行动"留宁返宁高校毕业生新春专场招聘会，近100家企业带来 技术研发类、管理类等岗位2000余个，覆盖人工智能、软件和信息服务、制造业等领域，现场将设置求 职招聘、政策咨询、职业指导、综合服务、直播带岗、AI面试等六大专区，提供就业创业、职业培训 及见习等支持政策。 2月26日至27日，浙江宁波将举办第三十七届高校毕业生供需洽谈会，工程技术(生产制造)、跨境与国 际贸易等产业领域的600余家企业将提供超1万个就业岗位，包括研发与技术创新、业务支持与运营等， 同时推出2条就业创业体验活动线路，助力青年人才实地感受就业创业氛围，了解相关支持政策。 2月27日，山东淄博将在山东化工 ...

Core Insights - The article emphasizes the importance of understanding logistics pricing strategies for large item shipping, highlighting that selecting the right method can lead to significant cost savings, sometimes up to 60% [3][7]. Pricing Mechanisms - Different logistics companies have varying pricing structures, often calculating charges based on either actual weight or volumetric weight, with the higher of the two being used for billing [4][5]. - The volumetric weight is calculated using the formula: Length × Width × Height ÷ Dimensional Factor, which varies by company, affecting the final shipping cost [4][5]. Cost-Saving Strategies - Compressing items using vacuum bags can reduce shipping costs by lowering the volumetric weight [7]. - Splitting heavier packages into smaller ones can avoid additional fees associated with exceeding weight limits [7]. - Shipping during off-peak times can help avoid price surges, which can increase costs by 15%-20% during busy periods [7]. - Utilizing comparison tools like "全速直达" can provide real-time quotes from multiple logistics companies, leading to better pricing decisions [7][12]. Company Recommendations - For packages under 30 kg, companies like Zhongtong, Yuantong, and Yunda are recommended [6]. - For weights between 30-100 kg, Debang, JD Heavy Cargo, and Aneng Logistics are suitable options [6]. - For items over 500 kg, options include China Railway Express or specialized logistics services [6]. - For urgent or valuable items, companies like SF Express and JD Logistics are preferred despite higher costs due to their reliability [6]. Common Pitfalls - New users often fall for low initial quotes that lead to unexpected additional charges upon delivery; thus, transparency in pricing is crucial [8]. - It is important to insure valuable items during shipping, as the cost of insurance is typically a small percentage of the item's declared value [8][9]. - Documenting the condition of items before shipping and verifying them upon receipt can prevent disputes [9].

Group 1 - The first international freight train of the Year of the Horse departed from Hai'an, Jiangsu, carrying over a thousand tons of goods to Afghanistan, showcasing the vibrant logistics activity during the Spring Festival [2] - The cargo includes student stationery, teaching supplies, and household appliances like refrigerators and air conditioners, with the journey expected to take around 25 days, significantly improving operational efficiency compared to road transport and reducing costs by approximately 20% [2] - The successful launch of this freight train marks a strong start for the new year and lays a solid foundation for future operations [2] Group 2 - In 2025, the company achieved a completion rate of 103%, a 20% increase compared to 2024, while enhancing key logistics channels and deepening its "door-knocking action" for new development [3] - The company plans to strengthen the China-Kyrgyzstan-Uzbekistan international rail-road combined transport and aims to open a new freight route from Nantong to Nepal, facilitating smoother exports for local enterprises [3] - The focus on reducing comprehensive logistics costs will support local businesses in expanding their international presence [3]

"小年货"里有着"大民生"。置办年货是家家户户喜迎新春的传统习俗，也承载着年年有余、五谷丰登的 美好祈愿。如今，满载烟火气的"年味包裹"跨越山海、抵达千家万户，绘就出新春佳节里民生保障温暖 动人的鲜活图景。 年货物流的不断迭代、持续焕新，解锁着年味的多样打开方式：有人网购跨境生鲜，让团圆饭添上别致 的"全球味"；有人通过直播电商下单家乡"老字号"，让留住舌尖上的乡愁；有人足不出户选购各地好 物，让新春生活更具品质与新意……从"有货可买"到"买得优质"，从"运得出去"到"送得精准"，这份转 变的背后，是我国物流体系的日益完善，是民生保障能力的持续升级，更是"流动中国"蓬勃向上的生动 写照。 年货物流畅，则民生保供稳。铁路部门主动担当，为年货物资运输铺就"快车道"。新增多条年货班列专 线，西部陆海新通道等跨境物流通道高效运转，实现国内外年货"双向奔赴"；全国冷链物流设施持续升 级，温控精度不断提升，稳稳锁住冷鲜年货的新鲜与品质，让百姓餐桌更具"鲜味"……琳琅满目的年货 跨域流转、充足优质的商品持续供给，处处系着民生情怀，时时连着百姓之需。 年货在路上，年味在心头。一列列疾驰的货运班列、一辆辆穿梭的配送车辆，满载着 ...

年货物流的不断迭代、持续焕新，解锁着年味的多样打开方式：有人网购跨境生鲜，让团圆饭添上别致 的"全球味"；有人通过直播电商下单家乡"老字号"，让留住舌尖上的乡愁；有人足不出户选购各地好 物，让新春生活更具品质与新意……从"有货可买"到"买得优质"，从"运得出去"到"送得精准"，这份转 变的背后，是我国物流体系的日益完善，是民生保障能力的持续升级，更是"流动中国"蓬勃向上的生动 写照。 "小年货"里有着"大民生"。置办年货是家家户户喜迎新春的传统习俗，也承载着年年有余、五谷丰登的 美好祈愿。如今，满载烟火气的"年味包裹"跨越山海、抵达千家万户，绘就出新春佳节里民生保障温暖 动人的鲜活图景。 年货物流畅，则民生保供稳。铁路部门主动担当，为年货物资运输铺就"快车道"。新增多条年货班列专 线，西部陆海新通道等跨境物流通道高效运转，实现国内外年货"双向奔赴"；全国冷链物流设施持续升 级，温控精度不断提升，稳稳锁住冷鲜年货的新鲜与品质，让百姓餐桌更具"鲜味"……琳琅满目的年货 跨域流转、充足优质的商品持续供给，处处系着民生情怀，时时连着百姓之需。 公路运输与快递服务同步发力、协同保障，织密年货运输"民生网"。公路部门精准 ...

Group 1 - The core narrative in the recent U.S. stock market revolves around the "AI replacement risk," leading to significant volatility in financial and industrial sectors, with a massive influx of capital into semiconductors and indiscriminate selling of software stocks [1] - JPMorgan's trading desk reports that extreme market sentiment regarding AI replacement is nearing its end, suggesting a buying opportunity for undervalued software stocks and assets immune to AI disruption [1][8] - The semiconductor sector shows a high position concentration at +4 standard deviations, while the software sector is at a low of -3.5 standard deviations, marking a historical extreme in position differences [1] Group 2 - In the software industry, the negative narrative is difficult to disprove, as companies struggle to demonstrate that AI will not disrupt them in the coming years. Analysts recommend a "barbell strategy" to invest in top software companies with strong free cash flow while avoiding overvalued stocks [3] - The wealth management and life sciences sectors are experiencing profit expansion despite recent stock declines. Analysts believe that AI will enhance profit margins in wealth management rather than replace client relationships [4] - The logistics sector is facing significant fear due to AI advancements, particularly after a competitor's announcement of an AI platform that dramatically increases freight scheduling efficiency, leading to a 25% drop in CHRW's stock [5] Group 3 - In Japan's IT services market, the reliance on system integrators and a talent shortage means that AI is unlikely to replace outsourcing in the short term, instead serving to alleviate talent shortages and enhance profit margins for system integrators [6][7] - JPMorgan's trading team suggests a strategy to go long on a basket of severely mispriced stocks that are immune to AI disruption, indicating a potential bottoming opportunity for large tech stocks [8]

Core Insights - The Spring Festival acts as an "accelerator" for Yiwu, contrasting with many cities where it serves as a "pause button" [2] - Cross-border livestreaming connects Yiwu to Southeast Asia, making Mandarin an "international language" [2] - The Yiwu-Europe Railway operates continuously, facilitating the shipment of goods like Chinese knots, New Year paintings, and solar panels to destinations as far as Madrid, Spain [2] Industry Summary - Yiwu's logistics are characterized by a high volume of goods awaiting shipment, indicating robust trade activity [2] - The railway's punctuality and efficiency are highlighted as key factors in customer satisfaction, ensuring timely delivery of products [2] - The local business sentiment emphasizes a desire for prosperity and global connectivity, reflecting the dynamic nature of Yiwu's market [2]