Core Insights - JD Group and Hong Kong University of Science and Technology (HKUST) have officially established a joint laboratory focused on intelligent supply chain and embodied intelligence technology [1] Group 1: Joint Laboratory Overview - The "HKUST-JD Group Joint Laboratory" will be jointly managed by HKUST's Zheng Jiachun Robotics Research Institute, JD Exploration Research Institute, and JD Logistics [1] - The laboratory aims to conduct research in various sectors including logistics, healthcare, retail, and industry [1] Group 2: Research Focus Areas - Key research areas include tumor prediction and assisted diagnosis in the healthcare sector, and the construction of intelligent e-commerce scenarios in the retail sector [1] - The laboratory will leverage technologies such as multimodal large models and edge computing optimization algorithms to develop replicable industry-specific intelligent solutions [1]

Agreement is the latest step in execution of the Company’s strategy to support onshoring of logistical and operational activities for international companies to the U.S. SPRING BRANCH, Texas, Nov. 13, 2025 (GLOBE NEWSWIRE) -- Callan JMB INC. (NASDAQ: CJMB) (“Callan JMB” or the “Company”), an integrative logistics company empowering the healthcare industry and emergency management agencies through fulfillment, storage, monitoring, and cold chain logistics services, today announced that it has entered a preli ...

Core Insights - Algorhythm Holdings, Inc. has launched "Apex," an AI-driven SaaS platform aimed at enhancing logistics for 3PLs and enterprise shippers in the U.S., with potential savings in the billions [1][3] Company Overview - Algorhythm Holdings focuses on AI technology and has developed SemiCab, which provides collaborative logistics solutions [7] - SemiCab's technology has been validated by Fortune 100 companies in India, achieving double-digit cost savings and significant efficiency improvements [3] Product Details - Apex is built on SemiCab's freight orchestration engine and is designed to optimize logistics operations by predicting and planning freight movements [2][5] - The platform integrates with existing transportation management systems (TMS) and aims to reduce empty miles, potentially saving over $100 billion annually in the U.S. [4][6] Market Opportunity - The U.S. full-truckload market is valued at over $450 billion in 2025 and is projected to grow to $535 billion by 2030, with significant losses attributed to empty miles [4] - SemiCab's technology has previously reduced empty miles by over 70% in India, indicating a strong potential for similar results in the U.S. market [4] Strategic Outlook - The launch of Apex signifies a shift for Algorhythm from managed services to a scalable, technology-focused SaaS model [5] - Pilot discussions are currently underway with select U.S. 3PLs and enterprise shippers, with broader rollout plans for 2026 [6]

SHENZHEN, China, Nov. 13, 2025 (GLOBE NEWSWIRE) -- Jayud Global Logistics Limited (NASDAQ: JYD) ("Jayud" or the "Company"), a leading end-to-end supply chain solution provider based in Shenzhen, specializing in cross-border logistics, today announced that it has been awarded a contract by vivo Mobile Communication Co., Ltd. (“vivo”), one of the world's leading smartphone manufacturers and a top global technology brand. The annual contract award establishes Jayud as a key logistics partner for vivo's oversea ...

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 entry into the US market has provided additional avenues for investment, particularly in sectors such as banking, hotels, and logistics, reflecting a broader trend of globalization in investment strategies [1] Investment Strategies - Initial investments were focused on blue-chip companies, but there has been a diversification into various industries and market capitalizations over time [1] - The approach includes holding stocks for retirement as well as for trading profits, showcasing a balanced investment strategy [1] - The use of platforms like Seeking Alpha has enhanced knowledge and comparative analysis between different markets, particularly between the US and Philippine markets [1]

JD Logistics (SEHK:02618) Q3 2025 Earnings Call November 13, 2025 04:00 AM ET Company ParticipantsWu Hao - CFOWang Zhenhui - CEOWei Hu - CEOSong Shan - Head of Investor RelationsJon Rohan - VP and Product ManagerConference Call ParticipantsNone - AnalystNone - AnalystNone - Analyst 1OperatorLadies and gentlemen, thank you for standing by. Welcome to the JD Logistics third quarter 2025 results conference call. At this time, all participants are in the listen-only mode. After management's prepared remarks, th ...

JD Logistics (SEHK:02618) Q3 2025 Earnings Call November 13, 2025 04:00 AM ET Company ParticipantsWu Hao - CFOWang Zhenhui - CEOWei Hu - CEOSong Shan - Head of Investor RelationsJon Rohan - VP and Product ManagerConference Call ParticipantsNone - AnalystNone - AnalystNone - Analyst 1OperatorLadies and gentlemen, thank you for standing by. Welcome to the JD Logistics Third Quarter 2025 Results Conference call. At this time, all participants are in the listen-only mode. After management's prepared remarks, th ...

Financial Data and Key Metrics Changes - In Q3 2025, JD Logistics achieved total revenue of RMB 55.1 billion, representing a year-over-year increase of 24.1% [4][22] - Non-GAAP net profit was RMB 2.02 billion, with a profit margin of 3.3% [4][31] - Average profit was RMB 1.96 billion, with a non-GAAP profit margin of 3.7% [22][31] - Gross profit margin was 9.1% [25] - Employee benefit expenses increased by 49.8% year-over-year to RMB 21.82 billion, accounting for 39.6% of total revenue [25][26] Business Line Data and Key Metrics Changes - Revenue from direct-to-supply chain ISC customers reached RMB 13.1 billion, up 45.8% year-over-year [4][23] - ISC revenue from JD Group amounted to RMB 21.20 billion, up 165.8% year-over-year [23] - Revenue from external ISC customers was RMB 8.93 billion, up 13.5% year-over-year [23] - Revenue from other customers, including express and freight delivery services, was RMB 24.95 billion, up 5.1% year-over-year [12][24] Market Data and Key Metrics Changes - The number of external ISC customers reached approximately 67,000, up 12.7% year-over-year [23] - Average revenue per customer for external ISC was RMB 134,000, up 0.7% year-over-year [24] Company Strategy and Development Direction - The company is focused on enhancing service experience and delivery capabilities, with targeted investments in international business expansion and capacity improvement [4][22] - JD Logistics aims to deepen its presence in the ISV space, leveraging digital technology and operational management [8][10] - The company plans to double the gross floor area of its overseas warehouse by the end of 2025 [12] Management's Comments on Operating Environment and Future Outlook - Management noted that China's economy maintained a steady trend, supporting JD Logistics' growth [3][22] - The company expects economies of scale and improved resource utilization to support profitability improvement as business volume increases [22] - Management emphasized the importance of automation and technology investments for long-term growth and efficiency [35][39] Other Important Information - JD Logistics was rated as the strongest logistics brand in 2025 by Brand Finance [16] - The company has established multiple overseas warehouses in the Middle East, enhancing its international logistics capabilities [11][12] Q&A Session Summary Question: Comments on automation and capital investment - Management highlighted the extensive use of automation technologies and the balance between investment and return [34][35] Question: Orders accepted per day and network utilization - Management discussed the integration of full-time riders and the positive impact on delivery capacities and user experience [36][37] Question: Plans for the overseas market - Management outlined goals for building a global network and improving terminal-to-terminal capacities by the end of 2025 [39] Question: ISC customers and RPARC - Management acknowledged the need for improvement in ISC customer numbers and RPARC, focusing on enhancing product offerings [41][42]

Core Insights - The 2025 "Double 11" shopping festival has put immense pressure on supply chain systems, with Shenzhou Holdings' subsidiary KJ Smart Supply Chain introducing the enterprise-level AI agent cluster "Xiao Jin" to enhance operational efficiency [1][5] - KJ achieved significant improvements in operational metrics, including a 280% year-on-year increase in peak order acceptance rate and a 2.6 percentage point rise in the 24-hour shipping rate [1][4] Group 1: AI Implementation and Performance - "Xiao Jin" utilizes over 20 years of industry data to provide accurate sales volume and regional distribution forecasts, achieving a 96% accuracy rate during peak order periods [2] - The AI's capabilities extend across the entire order processing workflow, enhancing decision-making efficiency by three times and improving picking and sorting efficiency by 20% [3][4] - The AI system also optimizes packaging and review processes, increasing labor efficiency by 15% and 10% respectively, while reducing package dwell time by one hour [3] Group 2: Industry Impact and Future Directions - The global generative AI market is projected to reach $10 trillion, with competition shifting towards the industrial application of AI technologies [4] - KJ's extensive operational experience and data-driven approach position it as a leader in transforming supply chains from reactive to proactive systems [4][5] - The successful application of "Xiao Jin" during "Double 11" indicates a shift towards regularized operations in supply chains, moving from a cost-centric to a value-centric model [5]

Group 1 - The GEO Group, Inc. (GEO) has been added to the Zacks Rank 5 (Strong Sell) List due to a 6.5% downward revision in the consensus estimate for its current year earnings over the last 60 days [1] - KT Corporation (KT) is also on the Zacks Rank 5 (Strong Sell) List, with a 7.9% downward revision in the consensus estimate for its current year earnings over the last 60 days [1] - Kuehne + Nagel International AG (KHNGY) has seen an 11.8% downward revision in the consensus estimate for its current year earnings over the last 60 days, leading to its inclusion in the Zacks Rank 5 (Strong Sell) List [2]