【抖音宣布清退中通冷链#】10月27日，抖音电商安全与信任中心发文宣布清退恶意转单违规物流商。 提到为阻断违规链条、保障履约真实性，平台将依据相关规则于10月29日对以下物流商做清退处理：中 通冷链（中通子公司）、吉时达、水趣到家、铁中快运。 抖音电商清退恶意转单违规物流商,维护平台经营秩序,保障消费者 权益 c 抖音电商 保障消费者物流体验是抖音电商的重要责任和长期工作童点。近期,平台在日常巡查时 发现,部分物流商滥用平台系统服务,为部分商家提供"虚假物流轨迹""转单拼接轨 迹"等违规服务,致使订单轨迹与真实履约不符,侵害消费者权益,破坏平台经营秩 序。 为阻断违规链条、保障履约真实性,平台将依据相关规则于10月29日对以下物流商做清 退处理:中通冷链(中通子公司)、吉时达、水趣到家、铁中快运。 经核实,上述违规的核心手法是利用第三方电子面单进行转单或拼接轨迹,违规物流商 在其中扮演关键角色: 2 规避平台要求:少数商家绕开抖音电子面单,通过第三方使用非抖音电商电子面单发 货;违规物流商配合第三方构建虚假轨迹。 2 轨迹拼接/转单:抓取正常运单轨迹并拼接到"电子面单",让"非抖发货单号"与 伪单号表面一致。 ...

Core Viewpoint - Eastern International Ltd. has completed the acquisition of 100% equity interest in Guizhou Minji Construction Engineering Co., Ltd., enhancing its capabilities in power engineering and construction services [1][2][3] Group 1: Acquisition Details - The acquisition was finalized on October 27, 2025, making Guizhou Minji an indirectly wholly-owned subsidiary of Eastern International [1] - Guizhou Minji holds essential industry qualifications for power engineering projects, including "Grade II Power Engineering Construction General Contracting Qualification" and others [2] Group 2: Strategic Implications - This acquisition allows Eastern International to independently undertake significant power generation and transmission projects, including those with capacities of 200 MW and up to 220 KV [2] - The company can now engage in over 90% of steel structure projects in various fields, enhancing its service offerings in municipal, industrial, and civil engineering [2] Group 3: Market Position and Future Outlook - The acquisition is viewed as a strategic move to create new business opportunities and revenue streams, potentially leading to higher profit margins [3] - Eastern International aims to expand its services beyond logistics to include foundational construction and equipment installation in the new energy sector, thereby increasing its market competitiveness [3] - The company is expected to become a more diversified and specialized provider of engineering project solutions, particularly in new energy and steel structure engineering [3]

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I think the pandemic sort of brought logistics to the limelight from this like tucked in the corner industry to really really be in the forefront of all of us of consumers and society. And when supply chain stop, economy stopped. Going back to the co days in 2020, we started buying online like we had never seen before.And so what happened then with all of that cargo rushing in, it was like taking 10 lanes of LA freeway traffic and squeezing them into five. >> But what if we could use technology not just to ...

Supply Chain Challenges & Opportunities - The pandemic highlighted the need to fix supply chains and rethink them using technology to transform markets, workforce, and the economy [1][2] - Supply chain disruptions can halt the economy, as seen during the COVID-19 pandemic when online buying surged, overwhelming logistics [3] - Logistics represents the largest cost for the manufacturing and retail economy, and reducing this cost can unlock new economic activity [4][5] - Reducing friction in manufacturing, distribution, and goods movement unlocks new economic opportunities, manufacturing strength, predictability, and resilience [6] AI & Technology in Supply Chain - AI offers three levels of optimization: addressing fragmentation and manual tasks, holistic supply chain optimization, and driving better decision-making [7][8][9] - AI can minimize empty miles in logistics networks by smartly designing the network [9] - The future involves unleashing AI in the physical world with physical AI and self-driving technology, representing a profound change in supply chain [10] - Digitalization of port information, like at the Port of Los Angeles, allows for better planning and anticipation of cargo arrivals [11][12][13] - AI-driven predictive maintenance can optimize fleet maintenance schedules based on real-time operating data [18][19] Impact on Jobs - Automation and AI raise questions about job displacement, but self-driving technology is expected to augment jobs gradually, fulfilling demand rather than replacing drivers immediately [21][22] - AI is expected to transition knowledge worker roles faster, upleveling them to orchestrators of AI agents [23] - AI will automate mundane tasks, enhancing human capabilities rather than fully replacing human jobs [25][26] Autonomous Infrastructure - The next decade is about building the autonomous infrastructure of the industry, with self-driving technology driving efficiency and safety [27][28] - Self-driving technology can increase asset utilization from 6 hours to 20-24 hours per day and improve road safety [28]

Core Insights - JD Logistics plans to purchase 3 million robots, 1 million unmanned vehicles, and 100,000 drones over the next five years to enhance its technological leadership in the smart logistics sector [1] - During this year's 11.11 shopping festival, JD Logistics implemented the most technologically advanced logistics support in China's history, deploying the "Wolf Pack" series of robots across over 20 provinces in China and more than 10 countries globally [4] - The large-scale and intelligent application of robots, unmanned vehicles, and drones by JD Logistics aims to build a robust foundation for JD's super supply chain, reduce logistics costs for society, and provide technological solutions to millions of partners while optimizing the shopping experience for global consumers [4]

Core Insights - The logistics sector has seen significant engagement from investors, particularly in the ASEAN and US markets, highlighting its growth potential and diversification opportunities [1] - The popularity of insurance companies in the Philippines since 2014 has influenced investment strategies, leading to a broader portfolio that includes various industries and market capitalizations [1] - The entry into the US market in 2020 has allowed for comparative analysis between US and ASEAN markets, enhancing investment decision-making [1] Investment Focus - The company has diversified investments across banking, telecommunications, logistics, and hospitality sectors, indicating a strategic approach to portfolio management [1] - The shift from solely blue-chip investments to a mix of retirement holdings and trading profits reflects a dynamic investment strategy [1] - The use of platforms like Seeking Alpha for research and analysis has become integral to understanding market trends and making informed investment choices [1]

Group 1 - The market is currently favoring expensive stocks, with the S&P 500 trading at a forward PE of 25.5, indicating a preference for higher valuation stocks [2] - It is noted that the high valuation of the S&P 500 does not represent the majority of stocks in the market, suggesting a divergence in stock performance [2] Group 2 - iREIT+HOYA Capital focuses on income-producing asset classes that provide sustainable portfolio income, diversification, and inflation hedging [1]

Group 1: Fund Performance - Longleaf Partners Fund returned -0.33% in Q3 2025, underperforming the S&P 500's 8.12% and the Russell 1000 Value's 5.33% [1] - The firm is dissatisfied with the portfolio's flat performance, focusing on investments in real assets and brands that generate growing free cash flow (FCF) per share [1] - The fund anticipates that its ~10x FCF multiple could rise to the mid-teens as management implements strategies to improve margins and increase share repurchases [1] Group 2: FedEx Corporation Overview - FedEx Corporation (NYSE:FDX) had a one-month return of 1.44% and a 52-week loss of 11.34%, closing at $238.17 per share with a market capitalization of $56.925 billion on October 23, 2025 [2] - The company is focused on operational improvements despite a challenging macro environment, with expectations for significant value realization from the separation of its Freight unit next year [3] Group 3: Investment Sentiment - FedEx Corporation is not among the 30 most popular stocks among hedge funds, with 67 hedge fund portfolios holding the stock at the end of Q2 2025, up from 62 in the previous quarter [4] - The company's revenue increased by 3% year-over-year, driven by strength in U.S. domestic package services [4] - While FedEx shows potential as an investment, certain AI stocks are considered to offer greater upside potential and less downside risk [4]

Core Insights - The logistics sector has seen significant engagement from investors, particularly in the ASEAN and US markets, highlighting its growth potential and diversification opportunities [1] - The popularity of insurance companies in the Philippines since 2014 indicates a shift in investment strategies among local investors, moving towards a more diversified portfolio [1] - The trend of investing in blue-chip companies has evolved, with investors now holding a mix of stocks across various industries and market capitalizations, reflecting a more strategic approach to retirement and trading profits [1] Industry Focus - The banking sector remains a key area of investment, with holdings in both the Philippine and US markets, showcasing its stability and growth prospects [1] - The telecommunications industry is also a significant focus for investors, indicating its importance in the overall market landscape [1] - The hotel and logistics sectors are gaining traction, with investments reflecting confidence in their recovery and growth post-pandemic [1] Market Engagement - The entry into the US market has been a strategic move for investors, allowing for broader exposure and opportunities in diverse sectors such as banking, hotels, and logistics [1] - The use of analytical tools and platforms like Seeking Alpha has enhanced the ability to compare market trends and investment opportunities between the Philippine and US markets [1]