2025年1至6月份，韵达股份的营业收入构成为：快递服务业务占比98.6%，其他占比1.23%，物料销售 占比0.17%。 截至发稿，韵达股份市值为200亿元。 每经头条（nbdtoutiao）——对话马斯克脑机接口"一号受试者"：大脑植入芯片23个月，我正重新夺回 人生的独立 （记者 王晓波） 每经AI快讯，韵达股份（SZ 002120，收盘价：6.9元）12月26日晚间发布公告称，公司第八届第二十五 次董事会会议于2025年12月26日以通讯表决的方式召开。会议审议了《关于不向下修正韵达转债转股价 格的议案》等文件。 ...

Core Viewpoint - The revised Express Delivery Interim Regulations implemented in June emphasize the establishment of a green and energy-efficient express delivery service system, particularly focusing on the governance of express packaging throughout its lifecycle [1] Group 1: Green Packaging Initiatives - The China Post outlet in Fuzhou has introduced biodegradable plastic bags and bamboo-based packaging materials, showcasing a commitment to environmentally friendly practices [1] - The outlet also offers adhesive-free boxes that only require a sealing sticker, eliminating the need for tape [1] - The use of three-layer corrugated boxes is promoted as a more environmentally friendly alternative to traditional five-layer boxes [3] Group 2: Packaging Recycling Efforts - A dedicated recycling box for used express packaging is available at the outlet, encouraging citizens to recycle their unused boxes [5] - The Fuzhou branch of China Post cleans and repurposes returned boxes for customer use if they meet delivery standards, otherwise using them as filler material in packaging [7] - In the first eleven months of the year, various outlets in Fujian province collected and reused 2.614 million corrugated boxes [7]

12月26日，圆通速递盘中下跌2.06%，截至13:47，报16.66元/股，成交1.75亿元，换手率0.30%，总市值 570.20亿元。 资金流向方面，主力资金净流入176.16万元，特大单买入231.34万元，占比1.32%，卖出235.06万元，占 比1.34%；大单买入1173.22万元，占比6.71%，卖出993.34万元，占比5.68%。 分红方面，圆通速递A股上市后累计派现62.00亿元。近三年，累计派现32.88亿元。 机构持仓方面，截止2025年9月30日，圆通速递十大流通股东中，香港中央结算有限公司位居第七大流 通股东，持股5698.93万股，相比上期增加156.34万股。华泰柏瑞沪深300ETF（510300）位居第十大流 通股东，持股2928.79万股，相比上期减少145.52万股。 责任编辑：小浪快报 资料显示，圆通速递股份有限公司位于上海市青浦区华新镇新协路28号，成立日期1992年12月22日，上 市日期2000年6月8日，公司主营业务涉及综合性快递物流服务。主营业务收入构成为：国内时效产品 89.93%，货代服务2.91%，航空业务2.47%，其他1.75%，其他(补充)1. ...

Group 1 - The core viewpoint of the news highlights the significant advancements in ecological and sustainable practices within the express delivery industry, showcasing a shift towards green logistics and packaging solutions [6][7][8] Group 2 - The express delivery sector has achieved a packaging standardization rate of 86% over the past five years, with a 25% reduction in tape width and a nearly 20% decrease in material consumption due to smart packing algorithms [7][8] - The industry has recycled over 800 million cardboard boxes annually, indicating a strong commitment to circular economy practices [6][7] - The integration of new technologies and models, such as the "multi-modal transport" approach, has optimized transportation efficiency, reducing carbon emissions and enhancing operational effectiveness [6][7]

Core Viewpoint - Consumers often face issues such as slow delivery, lost packages, or food contamination in high-frequency consumption areas like food delivery and logistics. Understanding complaint information and platforms before consumption can significantly reduce the risk of encountering problems [1][12]. Group 1: Importance of Pre-Consumption Complaint Awareness - Many consumers view complaints as a post-issue action, but complaint platforms can serve as essential decision-making tools. By reviewing other consumers' evaluations and complaints about specific merchants or products, consumers can identify service shortcomings and common dispute types [2][13]. - High-frequency consumption sectors like food delivery, logistics, and online retail frequently encounter issues such as delivery delays, damaged packaging, and food safety concerns. Knowing which companies have high complaint rates and low resolution rates can enhance consumer vigilance [2][13]. Group 2: Official Complaint Channels - Consumers should familiarize themselves with official complaint platforms before making purchases. These platforms are typically credible, have standardized processes, and allow for traceable outcomes [3][14]. - The National 12315 platform is a government-run complaint channel that addresses product quality, service commitments, and false advertising. It connects with local market regulatory departments, providing strong enforcement capabilities for clear violations [4][17]. - The 12305 Postal Service Complaint Platform is specifically for handling complaints related to postal and express services, with a focus on issues like delays, losses, and service attitudes [5][18]. - The 12328 Transportation Service Supervision Hotline covers disputes related to ride-hailing, taxis, and freight services, effectively addressing issues like detours and overcharging [6][18]. - Industry self-regulatory organizations or associations also provide complaint channels, although they lack enforcement power. They can facilitate problem resolution through mediation and public exposure [7][18]. Group 3: Public Complaint Platforms - Recent years have seen the emergence of public complaint platforms that facilitate direct communication between consumers and businesses. These platforms often offer more convenient operations and broader dissemination, contributing to public oversight [8][19]. - For example, the Black Cat Complaint platform, affiliated with Sina, allows users to submit complaints through various channels and track their progress. It also features a collective complaint function to enhance visibility for similar issues [8][19]. - The platform includes a legal assistant that provides free legal advice and can generate suggestions based on consumer protection laws, aiding consumers in their rights protection efforts [9][19]. Group 4: Choosing Complaint Channels for Different Scenarios - Different industries and issues require specific complaint channels. Consumers should select appropriate channels based on their circumstances when seeking resolution [10][20]. - For food delivery and fresh produce, consumers should first use the internal complaint mechanisms of the order platform and retain evidence. If unresolved, they can escalate to the 12315 platform or Black Cat Complaint [16][21]. - In logistics, consumers should initially contact customer service, and if unresolved within seven days, they can escalate to the 12305 platform while also using Black Cat Complaint for additional pressure [16][21]. - For ride-hailing and transportation issues, consumers should use the app's complaint feature and, if necessary, contact the 12328 hotline for serious concerns [16][21]. - In telecommunications, consumers can report issues to the Ministry of Industry and Information Technology's 12300 platform while also utilizing Black Cat Complaint for public feedback [16][21].

Core Insights - The express delivery industry in China is experiencing rapid growth, with over 6000 packages entering the delivery channel every second and more than 5 billion packages collected daily, projected to exceed 180 billion packages by 2025 [1][2] - The industry is focusing on sustainable practices, achieving a packaging standardization rate of 86% over the past five years, reducing tape width by 25%, and decreasing material consumption by nearly 20% through smart packing algorithms [1][2] Group 1: Packaging Innovations - The introduction of the "multi-life box" allows for packaging without tape, using only water-soluble adhesive strips, contributing to a closed-loop system of "use-recycle-reuse" [1] - Over the past five years, the annual recycling and reuse of cardboard boxes has exceeded 800 million units [1] Group 2: Transportation and Logistics - The industry is adopting new transportation models, such as the "trunk railway class + two-end distribution" model, which allows for expedited delivery times, such as 37 hours from Shaanxi to Xinjiang [2] - The optimization of transportation modes has led to increased loading rates and reduced empty running rates, contributing to carbon reduction and efficiency improvements [2] Group 3: Green Initiatives - The express delivery sector has made significant strides in green transformation, with 4.48 million square meters of photovoltaic installations and over 1,000 green distribution centers established [2] - The promotion of original packaging, simplified packaging, and integrated packaging is key to reducing excessive packaging in the industry [2]

2025年，"反内卷"成为快递行业关键词，快递单票价格出现上涨。从数据上来看，电商快递行业需求仍然保持韧性增长。此外，无人机、无人车等智能技术 在快递行业的推广应用不断加快。随着盈利水平改善，A股快递板块的投资机会值得重视。快递业务量维持韧性增长 得益于我国完备的互联网基础设施建设、物流网络及多样化电商平台，我国拥有世界最大电商市场。近年来，短视频和直播带货等新兴电商模式迅速发展。 电商与快递是"火借风势，风助火威"的共生关系，电商为快递提供了海量需求，快递则为电商的用户体验提供了核心保障，两者在相互成就中实现了共赢发 展。 国泰海通证券指出，我国快递行业已经进入中低速增长阶段，核心驱动力从"渗透率提升"转向"结构性增长"，具体表现为以下三个特征： 1.包裹小型化：平价商品复购频次增加，推动包裹数量增长； 2.逆向物流：电商退货率攀升，带动逆向物流需求； 3.新模式拓展：直播电商、社区团购等新兴场景，持续创造快递需求。 2024年，在全面推进"消费品以旧换新"政策、电商平台创新性调整促销周期策略等因素的影响下，消费市场潜能加速释放，带动相关商品销售保持增长，电 商平台销售额表现亮眼。根据国家统计局公布的数据， ...

补齐制度短板、优化公共服务—— 灵活就业者权益保障水平稳步提高 近期，不少美团骑手的账户里多了一笔名为"养老保险补贴"的收入。通过政府引导、平台补贴、个 人自愿参保的方式，把更多骑手群体纳入制度化保障。外卖平台骑手社保工作的这一突破性进展，是我 国不断加强灵活就业和新就业形态劳动者权益保障的生动缩影。据测算，我国灵活就业人员规模已超过 2亿人，其权益保障问题，一直受到社会各界关注。 同时，相关部门强化指导监督，压实用工责任。例如，强化部门联合约谈，实施新就业形态劳动者 劳动权益保障水平提升、货车司机护航、阳光抽成、平台收费治理攻坚等专项行动，指导企业公开发布 保障货车司机合法权益自律公约等，督促平台企业和快递企业依法合规用工。 据统计，新就业形态劳动者劳动权益保障水平提升专项行动期间，全国累计检查7.9万家企业用工 情况，约谈企业8652家次，处理违法行为1.4万次。目前，快递、外卖、货运等行业已签订集体合同 3576份，覆盖平台企业及其合作企业1.32万家。 在公共服务优化方面，各地因地制宜加强8900多家零工市场规范化建设，提供"用工直招""送人到 岗""就业大篷车"等服务，帮助劳动者尽快上岗就业；完善落 ...

Core Insights - The postal industry has achieved significant advancements in green packaging and carbon reduction during the "14th Five-Year Plan" period, with electronic waybills and circular transfer bags reaching near full coverage [1][2] - The industry has implemented various technologies and practices to enhance packaging standardization, reduce material usage, and promote recycling, leading to a notable decrease in packaging waste [1][2] Group 1: Packaging Innovations - The packaging standardization rate has reached 86%, with a reduction of over 50% in the number of layers of packaging boxes and thickness of packaging bags [1] - The width of tape used has been reduced by 25%, and intelligent packing algorithms have decreased material consumption by nearly 20% [1] - The proportion of circular packaging used in same-city express delivery has reached 10%, with over 800 million recycled paper boxes annually [1] Group 2: Carbon Reduction Strategies - The postal industry is focusing on carbon reduction through technological innovation, optimizing operational models, and implementing green management across four key logistics nodes: collection, transfer, transportation, and delivery [2] - In the collection phase, carbon reduction is achieved through source reduction and green alternatives; in the transfer phase, energy structure optimization is facilitated by green intelligent facilities [2] - The transportation phase utilizes a dual approach of "new energy + multimodal transport" to enhance low-carbon efficiency, while the delivery phase leverages unmanned technology and intelligent algorithms to further reduce carbon emissions [2] Group 3: Future Directions - The industry plans to deepen technological innovation by utilizing big data, blockchain, and smart technologies to enhance collaboration in logistics infrastructure and service networks, aiming for comprehensive carbon footprint management [2] - There is a commitment to promoting integrated carbon reduction through green buildings, smart devices, automated sorting, photovoltaic power generation, new energy vehicles, low-altitude delivery, and green packaging [2] - The National Postal Administration emphasizes the need for systematic thinking and problem-oriented approaches to drive collaborative governance across the supply chain and enhance public awareness of packaging governance achievements [2]

12月25日，国家邮政局四季度例行新闻发布会现场，一组组亮眼数据勾勒出"十四五"时期邮政业绿 色低碳发展的清晰轨迹。 （来源：光明日报） 转自：光明日报 在制度护航下，快递包装的"绿色变革"随处可见。"瘦身"胶带、"瘦脸"运单成为行业标配，新技术 与循环复用新场景不断涌现。与此同时，科技为邮政业绿色发展注入强劲动力。数据显示，邮政全行业 铺设光伏面积达448万平方米，配备4300余台高速安检机，建成超1000个绿色分拨中心、1.25万个绿色 网点，新能源和清洁能源车保有量突破7.5万辆，绿色正成为行业发展最鲜明的底色。 这场绿色变革，贯穿于快递收、转、运、派的全链条。揽收环节，源头减量与绿色替代双管齐下； 转运环节，绿色智能设施优化用能结构；运输环节，"新能源+多式联运"实现低碳增效；派送环节，无 人化技术与智能算法助力末端减碳。林虎表示，下一步邮政业将持续深化科技赋能，运用大数据、区块 链等技术实现全链路物流碳足迹管理，推动绿色建筑、智能设备、光伏发电等一体化减碳，让绿色发展 更具深度。 "快递包装治理绝非单一领域的任务，需上下游协同发力、全链条精准施策。5年来，国家邮政局积 极搭建协同治理平台，推动部门联 ...