Core Insights - The article highlights the launch of a new generation of unmanned logistics by Cainiao, transitioning from partial automation to full-chain digitalization and automation, ensuring efficient operations for major global sales events like "Double Eleven" and "Black Friday" [1][4] Group 1: Technological Advancements - Cainiao's new logistics system integrates robotic warehouses, automated sorting, smart customs clearance, and unmanned vehicle transportation, creating a globally extensive unmanned logistics network [1] - The company has achieved double-digit growth in overseas sales of logistics technology solutions compared to last year, expanding into emerging markets in Southeast Asia, South America, and the Middle East, as well as traditional markets in Europe, Japan, and the US [1] Group 2: Operational Efficiency - During the "Double Eleven" event, over 20 robotic warehouses in China are operational, utilizing four-way shuttles, conveyor belts, and handling robots to enhance efficiency, achieving a twofold increase in storage area compared to traditional warehouses [3] - The overall efficiency of product shelving has improved sixfold, while the efficiency of item retrieval has tripled through optimized inventory management, benefiting various industries including fast-moving consumer goods, beauty, home appliances, and supermarkets [3] Group 3: Global Partnerships - Major global postal and fast-moving consumer goods companies are adopting Cainiao's logistics technology to enhance operational efficiency during peak sales periods [3] - Cainiao is delivering new sorting centers to leading global courier companies, including Shentong and Singapore Post, to support their operations during high-demand periods [3][4] Group 4: Performance Metrics - In a specific multinational fast-moving consumer goods brand's robotic warehouse, storage efficiency has doubled, and retrieval efficiency has reached ten times that of traditional warehouses of the same scale, significantly enhancing fulfillment capabilities during peak sales [4] - Cainiao's logistics network offers services such as "Global Five-Day Delivery," "G2G Core Area Three-Day Delivery," "Overseas Warehouse Next-Day Delivery," and "Minute-Level Delivery for Domestic Pre-Sales during Double Eleven" [4]

Core Insights - Amazon is deepening its automation strategy with the introduction of a new multifunctional warehouse robot system called "Blue Jay," which is currently being tested in South Carolina [1][2] - The automation team at Amazon anticipates that by 2027, over 160,000 jobs in the U.S. could be eliminated due to automation, although the company disputes the completeness and accuracy of these internal documents [2][6][7] - Morgan Stanley analysts estimate that the promotion of automated warehouses could save Amazon up to $4 billion by 2027 [2] Group 1: Blue Jay System - The Blue Jay system integrates multiple functions such as picking, sorting, and consolidating packages into a single streamlined workstation [2][5] - The system can handle approximately 75% of the product types stored at the testing site in South Carolina [5] - The development of Blue Jay took just over a year, showcasing advancements in technology compared to earlier systems that required three years or more [5] Group 2: Automation and Workforce Impact - Amazon claims that automation aims to improve employee safety and create more valuable positions, but this assertion is met with skepticism [6][8] - The company emphasizes that it is focused on reducing physically demanding tasks and simplifying decision-making for workers [8] - Amazon provides apprenticeship programs in mechatronics and robotics to help employees develop skills for maintaining and monitoring robotic equipment [8] Group 3: Additional Technological Innovations - In addition to Blue Jay, Amazon has introduced "Project Eluna," an AI system designed to support operational managers by predicting bottlenecks and recommending solutions [9] - Amazon has also developed augmented reality (AR) glasses for delivery drivers, which integrate AI, sensors, and cameras to enhance their workflow [9] - These innovations reflect Amazon's ongoing efforts to incorporate more technology into the workflows of its contracted delivery drivers [9]

Core Viewpoint - Deutsche Bank's subsidiary, 德银天下, has seen a significant stock price increase of over 46% at the close, currently trading at 4.69 HKD, with a transaction volume of 9.32 million HKD, following the announcement of a strategic cooperation agreement with 永青集团 for smart logistics services in overseas parks [1] Group 1: Strategic Cooperation - 德银天下 has entered into a strategic cooperation agreement with 永青集团 regarding smart logistics for overseas parks [1] - The cooperation aims to provide efficient, safe, and stable smart logistics service management solutions for the parks managed by 永青集团 [1] - This partnership is expected to help 德银天下 expand its overseas business, aligning with its long-term development goals and benefiting the company and its shareholders [1] Group 2: Market Reaction - Following the announcement, 德银天下's stock price surged by 24.4% to 4.69 HKD [1] - The trading volume reached 9.32 million HKD, indicating strong market interest and investor confidence in the company's future prospects [1]

Group 1 - Deutsche Bank's stock surged over 46% at the close, currently up 24.4% at HKD 4.69, with a trading volume of HKD 9.3241 million [1] - Deutsche Bank announced a strategic cooperation agreement with Yongqing Group for smart logistics in overseas parks [1] - Deutsche Bank operates China's largest heavy truck "Internet of Vehicles" platform, providing efficient, safe, and stable smart logistics management solutions for parks managed by Yongqing Group, a subsidiary of Qingshan Holding Group [1] Group 2 - The board believes this strategic cooperation will help the company expand its overseas business, aligning with long-term development goals and benefiting the overall interests of the company and its shareholders [1]

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]

Group 1 - The core point of the article is the strategic cooperation agreement between Deutsche Bank Tianxia and Yongqing Group for smart logistics management in overseas industrial parks, specifically in the Morowali Industrial Park in Indonesia [1][2] - The cooperation aims to provide efficient, safe, and stable smart logistics management solutions to reduce overall logistics costs and enhance operational efficiency at the IMIP Park [1] - The agreement includes deep collaboration in integrated capacity management, smart logistics solutions, customized vehicles, and aftermarket services, as well as infrastructure development for new overseas parks [1] Group 2 - The company currently manages China's largest heavy truck "Internet of Vehicles" platform, with approximately 1.2 million registered vehicles as of June 30, 2025 [2] - The board believes that this strategic cooperation will benefit the company's overseas business expansion and align with its long-term development goals and business strategies [2] - The board considers the strategic partnership to be in the overall interest of the company and its shareholders [2]

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 ...

Core Insights - The meeting focused on four core issues: transparency in income and rules, safety and operating costs, personal rights and professional respect, and negotiation mechanisms, culminating in a collective agreement on platform algorithms and labor rules [1][2] Group 1: Meeting Outcomes - The meeting was guided by various labor unions and aimed to address the rights of new employment form workers, particularly truck drivers [1] - Truck drivers expressed their concerns regarding freight transparency, settlement issues, liability for cargo damage, and safety, which were addressed by representatives from the company [1] - The company has established a communication and complaint mechanism for truck drivers, ensuring that their issues are acknowledged and managed effectively [1] Group 2: Company Initiatives - The company employs a "familiarity-based" model to restructure transaction relationships, differing from the common "bidding and price-cutting" logic in the industry [2] - Initiatives to enhance safety and reduce operating costs include route planning, safety alerts, emergency rescue services, and a freight guarantee mechanism [2] - The company provides social respect for truck drivers through mutual insurance, accident protection from unions, and legal assistance, enhancing the overall perception of their profession [2] Group 3: Future Directions - The Anhui Provincial Federation of Trade Unions emphasized the need to publicize the meeting's outcomes to drivers and institutionalize the results [2] - The Chinese Seamen Construction Union highlighted the importance of collaboration between unions, party committees, and platform companies to implement the results of the algorithm negotiations [2]