Group 1 - The U.S. has suspended the Section 301 investigation into China's shipbuilding and maritime industries, indicating a significant shift in the U.S.-China trade war and revealing a complex negotiation between the two nations [1][3] - The U.S. has agreed to cancel certain tariffs and relax export controls, while China has adjusted its countermeasures and committed to deeper cooperation in areas like fentanyl control and agricultural trade [3][5] - The suspension of the 301 investigation is symbolic, as China's shipbuilding industry has grown its global market share from 35% to nearly 50% over the past five years, challenging U.S. dominance [3][5] Group 2 - The U.S. decision to suspend the "50% penetration rule" in export controls reflects a recognition that excessive regulation has backfired, as U.S. companies are calling for a relaxation of restrictions due to the importance of the Chinese market [5][7] - The trade dynamics suggest that there are no clear winners in the tariff negotiations, with the U.S. maintaining a 24% tariff while canceling a 10% fentanyl tariff, indicating a complex balancing act [3][5] - The geopolitical context, including the ongoing Russia-Ukraine conflict and instability in the Middle East, has prompted the U.S. to stabilize relations with China, while China is leveraging this opportunity to tie economic negotiations to global governance issues [5][7] Group 3 - The current pause in hostilities is temporary, with a one-year limit on the suspension of measures, indicating that the U.S. strategy towards China has not fundamentally changed [7][9] - The future of U.S.-China relations is likely to be characterized by a "competitive cooperation" model, with intense competition in high-end manufacturing and digital trade, alongside limited collaboration on issues like climate change and public health [7][9] - Chinese companies are encouraged to seize this opportunity to enhance core technologies in shipbuilding and logistics, while also focusing on domestic demand and innovation to withstand external pressures [7][9]

鹰辉物流(01442)发布公告，Kreston John&Gan，马来西亚特许会计师(Kreston Malaysia)已辞任本公司核 数师，自2025年10月30日起生效。 ...

智通财经APP讯，鹰辉物流(01442)发布公告，Kreston John & Gan，马来西亚特许会计师(Kreston Malaysia)已辞任本公司核数师，自2025年10月30日起生效。 ...

日前，抖音集团副总裁@抖音集团李亮 转发抖音电商安全与信任中心发布的文章时表示，"最近我们发现有不良物 流服务商通过'运单造假'欺骗用户，严重侵犯消费者权益， 这些物流商配合商家用第三方电子面单'转单''拼轨迹'， 系统里看起来包裹正常，现实中却并没有送达。对普通消费者来说，这样的假象拖延了收货，甚至收不到货，也让 维权变得更难，公平的交易秩序被悄悄破坏。 " 对此， 抖音电商于10月29日下线中通冷链、吉时达、水趣到家、铁中快运等违规服务商，并要求商家、物流商严格 遵守平台规范。接下来，抖音 电商还会继续坚决打击虚假发货、违规转单、轨迹造假。 此前报道 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 原创 抖音电商 抖音电商安全与信任中心 2025年10月27日 18:09 上海 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重点。近期,平台在日常巡 查时发 ...

2025年前三季度，集团道路运输车辆业务的经营主体–中集车辆（集团）股份有限公司（中集车辆，证 券代码：301039.SZ），在全球销售各类车辆合计10.16万台，同比增长7.21%，实现营业收入人民币 150.12亿元，营收同比虽有所下滑，但第三季度环比保持正增长，持续保持复苏态势。全球半挂车业 务：国内市场方面，以"唯有星链"战略为指引，提升订单交付效率与强化集采保供能力，进一步夯实全 国统一大市场基础，前三季度中国半挂车业务营业收入同比提升16.3%，毛利率同比提升2.6个百分点。 海外市场方面，北美半挂车业务市场需求持续受到关税等扰动，但中集车辆仍保持战略定力，提升供应 链韧性，报告期内持续保持盈利；欧洲半挂车业务积极保障供应链稳定，聚焦大客户销售；全球南方半 挂车业务持续深耕，前三季度营收同比增长15.79%，销量同比增长21.39%，毛利率同比上升2.6个百分 点。上装业务（含EV•DTB）：前三季度，通过集团化作战体系，上装业务整体实现营收人民币23.33亿 元，同比稳健增长，持续发力新能源产品。纯电动头挂列车业务：完成对EV-RT2.0产品研发和运营体 系、产品交付和营销推广的硬实力和软实力构 ...

Core Insights - The company is focusing on a supply chain-centric strategy, leveraging big data and AI technology to build a business empowerment system [1] - By 2025, the company has successfully established strategic partnerships with 12 core clients and ecosystem partners, reinforcing its supply chain ecosystem layout [1] - The company is enhancing its "Datax AI" strategy, treating high-quality data as a core production factor and using AI as a driving engine for technological integration and business innovation in the supply chain [1] Strategic Partnerships - The company’s subsidiary, Beijing KJ Logistics Co., Ltd. (KJ), signed a strategic cooperation agreement with Wuxi UQI Intelligent Technology Co., Ltd., a subsidiary of UBTECH, on October 29, 2025 [1][2] - The partnership aims to create a fully automated operation system by integrating KJ's logistics business scenarios and UQI's advanced intelligent hardware and software products in the unmanned logistics field [2] - The collaboration seeks to enhance supply chain operational efficiency, accuracy, and flexibility, establishing a new benchmark for "new quality productivity" in the industry [2]

他一边轻拍婴儿的背哄睡，一边凝视着手机屏幕上那封措辞谨慎却冰冷的通知邮件，内心五味杂陈。 同一时间的公司会议室里，亚马逊CEO安迪·贾西 （Andy Jassy） 正面色凝重地向董事会展示一系列 数字和图表：亚马逊将启动史上最大规模的一次裁员，削减约30000名企业员工，包括中国国内员 工。 本文来自微信公众号： 新智元 ，作者：新智元，编辑：艾伦，题图来自：视觉中国 一个灰蒙蒙的清晨，在西雅图亚马逊总部附近的咖啡馆里，一位年轻的程序员父亲正抱着尚在襁褓中 的孩子，神情恍惚。 几小时前，他收到了亚马逊的内部邮件通知：他所效力的团队将被裁员。 而随着亚马逊这一纸通知，"2025年度被裁科技员工"的计数器瞬间飙升到了128000人以上。 裁员人群也不是想象中的主要面向仓库蓝领工人，而是以办公室白领为主。 短短一夜之间，这家全球科技巨头的裁员消息引爆行业。 据追踪科技行业失业数据的网站Layoffs.fyi统计，今年截至前天 （10月27日） 整个科技行业被裁员 工约为98000人； 亚马逊一家公司的动作，就占据了全行业裁员总数的约四分之一。 这样的规模和速度，让整个行业为之震动。 或许是感受到了巨大的舆论压力，今 ...

Core Viewpoint - Iron Dragon Logistics (600125.SH) reported a decline in total operating revenue for the first three quarters of 2025, while net profit attributable to shareholders increased significantly [1] Financial Performance - Total operating revenue for the first three quarters of 2025 reached 8.582 billion yuan, representing a year-on-year decrease of 15.22% [1] - Net profit attributable to shareholders was 548 million yuan, showing a year-on-year increase of 38.57% [1] - Basic earnings per share stood at 0.419 yuan [1]

万林物流公告，第三季度营收为5864.27万元，下降13.08%；净利润为416.94万元，下降7.57%。前三季 度营收为1.85亿元，下降14.78%；净利润为1408.47万元，下降32.13%。 ...

Core Viewpoint - The article discusses the recent trade negotiations between China and the United States, highlighting a temporary truce where both countries have agreed to pause certain tariffs and export controls for one year, allowing time for further discussions and cooperation [2][10]. Summary by Sections Tariffs - The U.S. has canceled a portion of the "Fentanyl tariff" (10%) on Chinese goods, while the more significant 24% tariff remains in place for now, with no new tariffs introduced for one year [2]. - In response, China has also suspended some retaliatory tariffs against the U.S. [3]. Export Controls - The U.S. has decided to delay the implementation of a new strict technology export regulation (50% penetration rule) for one year [4]. - China has reciprocated by pausing its own retaliatory technology export restrictions for the same duration [5]. Industry Investigations - The U.S. has suspended investigations into China's maritime, logistics, and shipbuilding industries for one year [6]. - China has also agreed to halt corresponding retaliatory measures for the same period [7]. Other Cooperation - Both countries have agreed to enhance cooperation in areas such as drug control (specifically regarding fentanyl) and agricultural trade [8]. - The U.S. has committed to providing better conditions for investments [9]. - China has promised to address issues related to TikTok in the U.S. [10].