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京东物流超大规模仓储:智能监控的挑战、实践与未来规划
Sou Hu Cai Jing· 2025-08-09 23:56
Core Viewpoint - JD Logistics is facing complex challenges in the field of intelligent monitoring for its large-scale warehousing system and is actively exploring solutions to meet the growing demands of warehouse management [1][10]. Group 1: Challenges Faced - JD Logistics operates approximately 600 large warehouses with a total area exceeding 15 million square meters, and the increasing international warehousing has led to unstable network environments [1][12]. - Rapid business development has resulted in frequent asset changes, making the opening and closing of warehouses a norm [1]. - The monitoring system must cover thousands of machines and applications, including traditional devices, Docker containers, and cloud hosts, which adds to the complexity [1]. - The inconsistency of deployment environments and the presence of multiple application release environments further complicate monitoring [1]. - New challenges include the scattered application scenarios of AIOPS, varying maturity levels, lack of depth and specialization in monitoring metrics, incomplete data sources, declining reliability of the Configuration Management Database (CMDB) due to frequent asset changes, and a shortage of operational experts and versatile talents [1]. Group 2: Solutions Implemented - JD Logistics is actively building a large-scale monitoring system solution, defining the purpose and value of monitoring to cover multiple aspects such as faults and performance [2]. - The company has planned a monitoring operation system that includes tools, intelligence, data, and platform layers, and has designed key components such as access services, API gateways, and monitoring platforms [2]. - Goals for the system include timeliness, accuracy, precision, and compatibility, with a capability maturity model introduced to guide system construction [2]. - To ensure the reliability of the CMDB, JD Logistics employs various methods such as automatic discovery, message synchronization, process automation, and manual maintenance [2]. Group 3: Intelligent Monitoring Practices - In the practice of intelligent monitoring aimed at AIOPS, JD Logistics utilizes various anomaly detection methods, including adjacent moment comparison, year-on-year and month-on-month analysis, baseline-based detection, and Holt-Winters forecasting [3]. - The implementation of a call chain function supports distributed transaction tracking, suitable for large-scale cluster monitoring needs [3]. - The event processing engine combines rule and execution engines to automate alert handling and allow for manual intervention [3]. - An intelligent knowledge base linked with the ticketing system accumulates operational knowledge, providing convenient search and intelligent customer service [3]. - Additional practices include fault snapshots, network detection models, trend forecasting, and visualization to enhance the system's intelligence [3]. Group 4: Technical Architecture - The intelligent monitoring system of JD Logistics encompasses multiple stages, including data collection, analysis, decision-making, and processing, achieving comprehensive handling and application of monitoring data [6]. - The company emphasizes system compatibility by integrating various platforms to ensure the broad applicability of the monitoring system [6]. - These efforts not only enhance the intelligence level of the system but also provide strong support for warehouse management [6]. Group 5: Future Directions - JD Logistics plans to continue optimizing its technical architecture, product architecture, and organizational structure, focusing on AI and algorithm technologies to build a more complete intelligent operation system [10]. - The company will further explore AIOPS application scenarios to enhance the system's predictive capabilities, intelligent alerts, and automated processing abilities, aiming to better identify, resolve, and mitigate issues for more efficient and intelligent warehouse management [10].
年内累计分配金额约1.75亿元 中金普洛斯REIT持续提升信息披露质效
Xin Hua Cai Jing· 2025-08-08 08:13
新华财经上海8月8日电(记者杨溢仁)在内外需双轮驱动下,物流仓储行业展现出了强劲的发展韧性, 相关板块的REITs产品表现亦可圈可点,吸引了各方投资者的关注。 (文章来源:新华财经) 据悉,中金普洛斯REIT是国内"首发+扩募"双首批公募REITs之一、上交所首支仓储物流REIT,也是目 前国内市值最大、资产数量最多、资产规模最大、区域覆盖最广的公募仓储物流REIT。 此次实地调研的普洛斯苏州望亭物流园自2009年至2017年分两期建成,库型主要为单层多边库,可供出 租面积约94434.00平方米,现有租户行业类型为快递快运、生鲜电商等。 记者了解到,截至今年二季度,项目期末出租率达100%,期末平均剩余租期为866.54天,期末租金收 缴率为99.53%。该园区坐落在江苏省规划的苏州望亭国际物流园内,临近无锡机场、苏州北站,集现 代物流操作、内陆港口运输等多功能于一身,是建立区域配送中心和全国配送中心的绝佳选择。同时, 园区毗邻两大领先的国家级高新技术开发区——苏州高新区和无锡高新区,周围集聚超过50家全球500 强企业,产业氛围浓厚。 伴随市场活力的持续复苏,物流仓储行业展现出了较强的发展韧性。而中金普洛 ...
中金普洛斯REIT新一期投资者开放日活动在苏州举办
Zheng Quan Ri Bao Wang· 2025-08-08 07:19
上半年,中金普洛斯REIT底层资产整体表现稳健,两个季度签约出租率保持在90%以上的高位水平。收益分配方面,截至 目前,该产品年内已累计分配金额约1.75亿元;自2021年上市以来,累计完成12次收益分配、合计分配金额超12亿元。 本次投资者开放日活动又一次增进了投资人与中金基金、普洛斯运营管理团队之间的高效沟通。一直以来,中金普洛斯 REIT项目相关方持续构建多元化投资者交流体系,开展了投资者开放日、业绩发布会、底层资产实地调研等多种形式的活动, 及时回应投资者关切,不断提升信息披露质效。 (编辑 郭之宸) 本报讯 (记者昌校宇)近日,中金普洛斯REIT原始权益人兼外部管理机构普洛斯,以及基金管理人中金基金在苏州举办 新一期投资者开放日活动。来自保险、券商、私募等30多家机构的40余位代表参与,通过座谈会、实地调研等形式,更深入地 了解中金普洛斯REIT的运营现状与未来发展规划。中金基金、普洛斯相关负责人在符合信息披露规定的前提下,就投资者关心 的各类问题进行了解答。 此次实地调研的底层资产普洛斯苏州望亭物流园自2009年—2017年分两期建成,库型主要为单层多边库,可供出租面积约 94434.00平方米, ...
恒基达鑫:控股股东计划减持公司股份不超过约1210万股
Mei Ri Jing Ji Xin Wen· 2025-08-07 11:55
Group 1 - The core revenue composition of Hengji Daxin for the year 2024 is as follows: warehousing accounts for 47.1%, loading and unloading for 35.18%, other businesses for 13.18%, and management services for 4.53% [1] Group 2 - The controlling shareholder, Zhuhai Shiyou Chemical Co., Ltd., plans to reduce its holdings by up to approximately 12.1 million shares, which represents 3% of the total share capital after excluding shares in the repurchase account [3] - The reduction will occur within three months after the announcement date, utilizing both centralized bidding and block trading methods [3] - Specifically, the plan includes a maximum of approximately 4.03 million shares to be sold through centralized bidding and up to approximately 8.07 million shares through block trading [3]
广州南沙华润国际物流2.22亿元竞得南沙地块
Jing Ji Guan Cha Bao· 2025-08-07 11:24
8月7日,广州南沙经济技术开发区规划和自然资源局发布,广州南沙华润国际物流有限公司以2.2195亿 人民币成功竞得编号为2025NGY-24的国有建设用地使用权。 (原标题:广州南沙华润国际物流2.22亿元竞得南沙地块) 该地块位于广州市南沙区龙穴岛扬帆路西侧、北孖沙一路南侧,将用于建设集仓储、加工等功能为一体 的现代供应链产业园。 ...
11:29、20%涨停,这一概念强势拉升
Zheng Quan Shi Bao· 2025-08-05 04:46
Market Overview - The Shanghai Composite Index has once again surpassed the 3600-point mark, showing a strong performance in the A-share market, while the ChiNext Index has shown relative weakness [1][3] - As of noon, the Shanghai Composite Index rose by 0.53% to 3602.13, while the Shenzhen Component Index increased by 0.14% to 11056.69, and the ChiNext Index fell by 0.26% to 2328.36 [4] Sector Performance - In terms of sector performance, the PEEK materials concept saw significant gains, with stocks like Huami New Materials rising over 20%, and Xinhang New Materials hitting a 20% limit up [5][6] - Other sectors that performed well include comprehensive, steel, real estate, banking, and agriculture, while sectors such as computer, pharmaceutical, and communication saw declines [4] Notable Stocks - Huami New Materials experienced a rise of 20.23%, while Xinhang New Materials reached a limit up of 20% [6] - Nanjing Julong increased by 13.63%, and Zhongxin Fluorine Materials also hit a limit up [5][6] Convertible Bonds - The convertible bonds related to stocks that hit the 20% limit up also experienced similar gains, indicating strong investor interest [1][9] Hong Kong Market - In the Hong Kong market, Xindong Company saw a significant increase of over 26% during trading [2][12] - The company announced an expected revenue of no less than RMB 3.05 billion for the first half of the year, representing a year-on-year increase of approximately 37% [15] Financial Performance - Xindong Company also projected a net profit of no less than RMB 790 million for the same period, reflecting a year-on-year increase of about 215% [15] - The revenue growth is attributed to strong performance from self-developed games and improvements in advertising algorithms [15]
枢纽型项目为主要投资标的,安博REIT出租率压力仍存
Sou Hu Cai Jing· 2025-08-04 11:10
Core Insights - The report highlights three investment events primarily focused on hub-type projects, indicating a trend towards infrastructure development in logistics and warehousing [2][3] Investment Events - Three investment events were recorded during the reporting period, all centered around hub-type projects [3] - On June 28, SF Express commenced its multi-modal international hub project, covering 490 acres with a total investment of 1.5 billion yuan, aimed at creating a smart logistics and warehousing center [3] - Guangzhou was approved as a national logistics hub with a total investment of 15 billion yuan to build an international trade logistics center [3] Financing Activities - Six financing events were recorded during the period, an increase from the previous month, with most financing types being bonds [3] - On July 10, SF Holdings issued a zero-coupon guaranteed convertible bond worth 2.95 billion HKD, with net proceeds expected to be approximately 2.9 billion HKD [4] REIT Performance - The 华夏安博仓储物流REIT has submitted its application materials, with underlying assets including projects in Guangzhou and Dongguan, totaling a building area of 349,600 square meters and a total valuation of 2.249 billion yuan [5][6] - The occupancy rate of the Guangzhou development zone project has declined, primarily due to normal lease expirations leading to short-term vacancies [6] Market Trends - The overall occupancy rate for warehouse logistics REITs remains above 90%, with many showing year-on-year increases [6] - 中金普洛斯REIT has successfully implemented a differentiated pricing strategy, resulting in a 6.6 percentage point increase in overall occupancy rates [7] Green Logistics Initiatives - China National Foreign Trade Transportation Group launched the "Bay Area Cross-Border Green Transport" product, marking a significant step in green logistics [7] - The focus on integrated warehousing and distribution is gaining traction, with companies recognizing the importance of green logistics for enhancing competitiveness and reducing long-term operational costs [7]
国内首单!中国外运REIT在上交所上市
Sou Hu Cai Jing· 2025-07-31 09:41
依托REIT平台,中国外运将进一步盘活存量资产,扩大有效投资,持续加大关键物流节点建设,完善国内外物流网络布局,不断强化供应链安全和韧 性,服务"双循环"新发展格局。 据了解,中银中外运仓储物流REIT溢价率、报价机构户数和全场倍数,均位于市场前列。在询价阶段,该项目采用上下限打开的市场化定价策略,给予 投资者充分的定价权,发挥"公募REITs首单市场化定价试验田"的带头示范作用。 据介绍,中银中外运仓储物流REIT是中国外运为拓宽融资渠道、盘活存量资产、扩大有效投资所打造的公募REITs平台,6处底层资产可租赁面积约30万 平方米,均坐落于长三角、京津冀及成渝经济圈等国家物流枢纽核心节点,区位优势显著,经济辐射力强,物流需求强劲,有稳定的客户基础和货物流通 量。 中银中外运仓储物流REIT由招商证券担任财务顾问,招商银行担任托管行,是招商局集团"实业强国、金融报国、产融结合"理念的又一积极实践。 冯波鸣表示,中银中外运仓储物流REIT是招商局集团在上交所落地的首单REIT,也是招商局集团旗下第五单公募REIT、招商局集团与上交所签署战略合 作协议的首个落地项目。其成功上市,代表了资本市场对招商局集团品牌价值 ...
京东物流“智狼服装仓”项目荣获新电商大会唯一物流领域创新大奖
Jing Ji Guan Cha Wang· 2025-07-31 06:26
7月26日,京东物流凭借其"北京大兴机场亚一智狼服装仓项目",在第五届中国新电商大会上入选2024- 2025年度中国新电商发展创新案例。该奖项是本届大会物流行业仅有的获奖案例。这不仅是对京东物流 在智能供应链仓储领域突破性成就的高度认可,更彰显了其以科技创新驱动新电商经济发展的强大实 力。 截至2024年底,京东物流累计获得授权专利和软件许可超5000项。凭借这些专有技术,京东物流已经构 建了一套全面的智能物流系统,京东物流表示,未来将继续深化科技创新,强化一体化供应链服务能 力,并将像"货到人系统"这样经过验证的先进解决方案推广至更广泛的市场,积极服务于国家新电商发 展和现代物流体系建设。 该系统创造性地融合了"智狼搬运机器人"和"智狼飞梯机器人",通过悬挂式飞梯机器人设计,将巷道间 距极限压缩至900毫米,配合钩取式取货机构缩小料箱间距,高效利用12米净空。经过京东内部仓两种 模式实际运营对比,作业坪效是传统自动化仓储(CTU)的2.5倍;在搬箱效率方面,单台智狼飞梯机 器人每小时可完成120箱的取放作业,搬箱能力是传统CTU的1.8倍,仓库出库拣选效率提升300%。同 时,系统展现出卓越的柔性:搬运机 ...
物流行业唯一!京东物流(02618)“智狼服装仓”项目荣获年度中国新电商发展创新案例
智通财经网· 2025-07-30 11:19
Core Insights - JD Logistics was recognized at the 5th China New E-commerce Conference for its innovative "Smart Wolf" warehousing system, highlighting its achievements in intelligent supply chain solutions [1][3] - The award is the only logistics industry recognition at the conference, emphasizing JD Logistics' strength in driving new e-commerce development through technological innovation [1][3] Group 1: Technological Innovation - The "Smart Wolf" system integrates "Smart Wolf Handling Robots" and "Smart Wolf Lifting Robots," significantly improving operational efficiency in the apparel warehousing sector [3] - The system achieves a 2.5 times higher operational efficiency compared to traditional automated warehousing (CTU) and a 300% increase in picking efficiency [3][5] - The design allows for a compact aisle width of 900mm and utilizes a 12-meter height, optimizing space and operational flexibility [3] Group 2: Application and Impact - The first application of the "Smart Wolf" system at Beijing Daxing Airport covers over 3,000 square meters and stores nearly 100,000 SKUs for children's clothing, reducing logistics costs by 50% [5] - The system has been successfully implemented in various cities, including Beijing, Fuzhou, Guangzhou, and Chengdu, enhancing warehouse operational efficiency [5] - JD Logistics aims to replicate and scale the "Smart Wolf" system across the country, contributing to the new e-commerce ecosystem and modern logistics infrastructure [6] Group 3: Industry Context - The China New E-commerce Development Report (2025) highlights the role of innovative-driven e-commerce in economic transformation and the dual circulation strategy [6] - The Chinese government aims to reduce logistics costs by 300 billion yuan by 2025, aligning with JD Logistics' efforts to enhance efficiency and lower costs through technological advancements [6] - JD Logistics has over 5,000 authorized patents and software licenses, establishing a comprehensive intelligent logistics system to support the growth of new e-commerce [6]