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]

Core Viewpoint - The article emphasizes that Cainiao is not merely a logistics company but a technology-driven entity that is expanding its global logistics technology offerings, showcasing significant growth and partnerships with major brands [1][2]. Group 1: Technology and Product Development - Cainiao has established seven product lines with over 1 billion in revenue, demonstrating its strong capabilities in logistics technology [1]. - The company combines logistics operations with technology research and development, creating a unique competitive advantage in both digitalization and automation [2]. - Cainiao's automated systems, such as the AGV scheduling system, enhance operational efficiency and flexibility for clients like BMW [3]. Group 2: Global Expansion and Market Strategy - Cainiao has successfully reduced project delivery times, exemplified by completing a large automated sorting project in Vietnam in just 100 days, 30% faster than the industry standard [4]. - The company has strategically established local offices in Europe, America, Asia-Pacific, and the Middle East to strengthen its global market presence and delivery capabilities [4][6]. - Cainiao has developed tailored solutions for different markets, such as a compact sorting machine for Europe, which has been well-received by local courier companies [6]. Group 3: Client Trust and Collaboration - Cainiao has gained the trust of major clients, with 26 out of the Fortune 500 companies partnering with them for technology collaboration, indicating strong market confidence [7]. - The company has achieved 40% of its goal to complete 1,000 technology projects within a year, showcasing its rapid growth and execution capabilities [7]. - Partnerships with multinational corporations allow Cainiao to test and validate cutting-edge technologies in China, paving the way for global deployment [7].

Group 1 - Shenzhen Shunfeng Intelligent Technology Co., Ltd. was officially established on September 17, with a registered capital of 10 million yuan and Chen Xiwen as the legal representative [1] - The company has a broad business scope, including research and development of intelligent robots, establishment of AI public data platforms, development of AI basic software, and development of AI theories and algorithm software [1] - The company is wholly owned by Shunfeng Tongcheng, indicating a strong backing from the parent company [1] Group 2 - In July, Shunfeng Tongcheng's subsidiary participated in a capital increase agreement with autonomous driving company Baixiniu Zhida [1] - As of the end of June, Shunfeng Tongcheng had over 300 unmanned vehicles in daily operation, covering more than 60 cities nationwide, with an average monthly active travel of approximately 20,000 trips [1] - The establishment of the new company may signify Shunfeng Tongcheng's intention to enhance its AI algorithm and robot R&D capabilities, forming a dual technology path of "investment + self-research" [1]

Core Insights - The "Logistics Technology Expo 2025" was held, showcasing over 60 exhibitors and attracting more than a thousand participants, reflecting a significant increase in attendance compared to the previous year [1] - The expo aligns with the Hong Kong government's policy directions outlined in the 2025 Policy Address, focusing on enhancing Hong Kong's position as an international shipping center through digital port systems and green fuel initiatives [1] - Key areas of focus for high-quality development in Hong Kong's logistics industry include new productivity, low-altitude economy, ESG and sustainability, transportation and logistics, and smart supply chain management [1] Group 1 - The expo serves as a crucial platform for the logistics industry to explore innovative technology solutions and prepare for overseas market expansion [2] - The establishment of "The Cradle Outbound Service Center" aims to assist local and mainland enterprises in effectively entering international markets, creating opportunities for high-quality development in the logistics sector [2] - The event emphasizes the importance of collaboration between the industry and government to leverage resources and support for modern logistics development [2] Group 2 - The expo is positioned as a leading platform for showcasing innovative technologies, promoting the industry's transition towards smart and green logistics [3] - The Hong Kong Productivity Council will continue to collaborate with the industry to enhance competitiveness and establish Hong Kong as a sustainable international smart logistics hub [3]

Group 1: Shanghai's Private Economy - The private economy in Shanghai plays a crucial role, contributing nearly 30% of the city's industrial output and fixed asset investment, and accounting for three-quarters of new employment in 2024 [1] - 80% of Shanghai's "specialized, refined, distinctive, and innovative" enterprises and "little giant" companies are private enterprises [1] Group 2: Embracing Change - Some Shanghai private enterprises are positioning themselves as "first movers" in their respective fields, such as Boxin Universe, which has successfully launched immersive experience projects [2] - The success of Boxin Universe's business model is attributed to breakthroughs in AI empowerment and equipment adaptability, allowing cultural and artistic resources to reach a global audience [2] Group 3: Digital Transformation - Black Lake Technology has assisted 30,000 factories in achieving digital transformation, becoming one of the largest industrial software developers in the Asia-Pacific region [3] - The increasing awareness of the importance of digital solutions among enterprises is a significant market opportunity for Black Lake Technology [3] Group 4: Industry Innovation and Collaboration - Union Medical, founded by Xue Min, has become a leading high-end medical equipment company in China, reversing the reliance on imported brands in the market [4] - Union Medical's products are now present in over 15,000 clinical and research institutions across nearly 90 countries, promoting the development of high-end medical equipment in China [4][5] - The collaboration with universities and hospitals enhances Union Medical's innovation capabilities, contributing to the establishment of a robust industrial innovation cluster [5] Group 5: Supportive Ecosystem - The supportive policies and healthy investment environment in Shanghai have been crucial for the rapid development of companies like He Yuan Bio, which has invested over 1.5 billion yuan in a new medical manufacturing base [6] - The integration of AI and practical applications is emphasized by companies like Xijing Technology, which is pioneering AI-driven solutions in complex environments such as airports [6]

Core Points - China Merchants Group has established a logistics technology company in Shanghai with a registered capital of 1 billion yuan [1] - The new company, Zhongshu Lian Logistics Technology (Shanghai) Co., Ltd., is directly invested by China Shulian Logistics Information Co., Ltd. and is wholly owned by China Merchants Group [1] - The business scope of the new company includes technology services, development, consulting, exchange, transfer, and promotion [1]

Group 1: Financial Performance - The company reported a revenue growth of 23.65% and a net profit growth of 13.65% in the mid-2025 report [4] - The company's smart operation business revenue increased by 5.63% [3] - R&D expenses decreased by 4.17%, indicating a structural optimization rather than a reduction in investment intensity [3] Group 2: Strategic Initiatives - The company is focusing on the "big transportation" sector, collaborating with a 40% stake in Yangsi Technology to develop autonomous driving truck platooning technology [3] - Yangsi Technology has begun mass production of L4 level autonomous logistics robots and is exploring commercial scenarios in highway and railway logistics parks [4] - The company signed a strategic cooperation agreement with Shudao Smart Transportation Group to develop "Chuan-Yu Autonomous Driving Mainline Logistics" [3] Group 3: Accounts Receivable Management - The year-end balance of accounts receivable decreased by 4.4% year-on-year, while revenue grew by 23.65% [4] - The company implements measures to improve accounts receivable collection, including strengthening customer credit management and establishing effective collection plans [4] - The company aims to reduce bad debt risk through legal means for overdue accounts and incentivizing sales personnel to enhance collection efforts [4]

Core Viewpoint - China Logistics Group has officially launched the "Liu Yun" large model, valued at 278 billion, developed in collaboration with China Telecom, China Mobile, iFlytek, and Huawei, aimed at enhancing logistics operational efficiency and reducing overall logistics costs in society [1] Group 1: Model Development and Features - The "Liu Yun" large model focuses on three breakthroughs: leading architecture, scenario integration, and autonomous control, covering over 40 sub-scenarios [1] - The model has been applied in various fields including network freight, warehouse scheduling, park visual recognition, and logistics supply chain [1] Group 2: Application and Impact - The model has created multiple application scenarios such as smart multimodal transport, park visual recognition, and intelligent warehouse scheduling [1] - For instance, the adoption rate of multimodal transport solutions has increased by 9%, and the order matching transaction rate has improved by 10%, helping clients reduce transportation costs by an average of 5% [1] Group 3: Industry Standards - China Logistics has released evaluation standards for large models in the logistics industry, focusing on four core scenarios: transportation and warehousing [1] - The standards include a comprehensive evaluation system with 16 key assessment indicators, aimed at better promoting the application of large model technology in the logistics sector and accelerating the integration of artificial intelligence with the real economy [1]