转自：北京日报客户端 治理欠薪不能坐等群众上门，应主动向前一步，改变"事后追讨、被动应对"的局面，形成"事前预防、 主动治理"的格局 防止欠薪，是保障劳动者尤其是农民工权益的重要举措，关乎社会公平正义的底线。这项工作，容不得 半点懈怠。 前移防线，把欠薪扼杀在萌芽状态，要善用技术监管和信用惩戒两种工具。湖北当阳建设大数据预警平 台，对企业水电费、工资支付等指标智能跟踪研判，及时识别欠薪风险，同时结合企业用工行为开展动 态信用评级，对失信企业予以多方面限制。当地某陶瓷公司因拖欠工资，在招投标中被一票否决，原有 银行贷款也被冻结。依托新的技术手段加强事中监管，完善信用机制做好事后惩戒，才能消除侥幸心 理，压缩欠薪空间，引导企业树立"不敢欠、不能欠、不想欠"的自觉。 确保劳动者拿到报酬，还要精准识别欠薪成因，分类施策，统筹解决债务问题。比如，快递、培训等业 态在用工规范上存在一些空白和模糊地带，要加快补齐制度短板，及时出台兜底性举措。又如，一些企 业因为三角债务而陷入困境，并非恶意欠薪，不宜"一刀切"地严加处罚，而要侧重帮助企业恢复支付工 资的能力。再如，河南安阳对因客观原因欠薪的某粮储企业，提供"抵押+信用贷"， ...

来源：正商参阅 作者：曾有为 普通人想要白手起家的时候，去做驿站似乎成了许多人的首选。 在快递驿站刚开始大规模铺开的时候，许多快递公司为了抢占市场，甚至不收取相关的加盟费，商家只 需要承担相关的铺租和水电即可。 另外一方面快递驿站对技术的要求比较低，也就间接导致了加盟门槛比较低，在很长一段时间里，加盟 快递驿站的商家，只要肯付出就会有回报。 在行业鼎盛时期，在一些单量比较多的驿站网点，投资个两三万就能年入20万，甚至月入3万到5万不等 的案例非常的多。 这种0基础低门槛小投入大回报的生意，长久以来都被当做了普通人创业的首选，毕竟开快递驿站，比 开奶茶店、开饭店之类的同样是普通人创业首选的生意，要好不少。 相比餐饮店的的竞争激烈，以及如果要加盟品牌餐饮店所要付出的高昂加盟费和设备费，快递驿站的稳 定性和低成本加盟使其优势不少。 但是三十年河东三十年河西，曾经被不少普通人认为接手就能盈利，加盟就能赚钱的快递驿站，短短几 年过去，这个普通人眼里的创业香饽饽，却成了不少加盟商的创业噩梦。 01 半年倒闭率 43% 近六成门店挺不过1年 曾经能够投资个两三万开驿站，就能轻松年入20万，月入过万也是常态的辉煌，如今也早已 ...

FedEx (NYSE: FDX) and UPS (NYSE: UPS) just wrapped up earnings that tell strikingly different stories. ...

Investment Rating - The investment rating for the transportation industry is "Positive" (maintained) [4] Core Views - The express delivery industry shows resilient demand, with a "de-involution" trend driving up prices and releasing profit elasticity for companies. This creates a favorable competitive environment for the e-commerce express delivery sector in the medium to long term. Companies like SF Express and JD Logistics are expected to benefit from cyclical recovery and ongoing cost reductions, with potential for both performance and valuation increases [16][17] - In the shipping sector, the outlook for crude oil transportation is positive due to the OPEC+ production increase cycle and the Federal Reserve's interest rate cuts. The geopolitical uncertainties in the Middle East may enhance VLCC freight rate elasticity. The market for oil transportation is expected to improve significantly in Q4 2025, with recommendations to focus on companies like China Merchants Energy and COSCO Shipping Energy [17] - The shipping market is anticipated to recover, driven by environmental regulations limiting the operation of older fleets and the upcoming production of the West Manganese iron ore mine by the end of 2025. This is expected to catalyze global demand for bulk commodities [17] - The aviation sector is expected to see Q3 performance as a signal for a long-term market upturn, with stable demand growth and a tightening supply situation [17] Summary by Sections Express Delivery - In November 2025, the express delivery business volume reached 18.06 billion pieces, a year-on-year increase of 5.0%. The total revenue was 137.65 billion yuan, a year-on-year decrease of 3.7%. The growth rates of major companies varied, with YTO Express and Shentong Express showing significant increases in business volume [4][31] - The "de-involution" trend in the express delivery industry has led to improved pricing, strengthening profit recovery expectations for the fourth quarter [4][16] Shipping and Ports - The BDTI index for crude oil transportation increased by 1.13% to 1399 points, while the BCTI index for refined oil transportation rose by 1.0% to 755 points. The BDI index for bulk shipping decreased by 11.9% to 2147 points [12][47] - The shipping market is expected to benefit from a recovery in demand and the green transition in shipbuilding, with recommendations to focus on companies like China Shipbuilding and China State Shipbuilding [17] Aviation - In November 2025, civil aviation transported approximately 60 million passengers, a year-on-year increase of 6.6%, and cargo and mail transport reached 930,200 tons, a year-on-year increase of 10.9% [58] - The overall passenger load factor for major airlines was 85.57%, indicating a stable demand environment [64] Logistics and Supply Chain - The logistics sector is experiencing a positive transformation, with companies like Shenzhen International expected to benefit from upgrades in logistics parks and improved profitability [17] - The chemical logistics market is also showing potential for growth, with significant opportunities for leading companies like Milky Way and Xingtong [17] Ports - The total cargo throughput at Chinese ports for the week of December 8-14, 2025, was 262.48 million tons, a week-on-week decrease of 1.16%, while container throughput was 6.59 million TEU, also down by 0.89% [79]

购车或费用我喜良商退货业务 顺丰回应: 合作会同自然到期终止 级览新闻实习 主演 EZX 顺丰退出抖音电商退货业务 组成分 顺丰退出抖音电商退货业务的消息一爆出来，全网都炸了。 一边是抖音日均数百万单的退货量，靠着低价退货吸引消费者疯狂下单。 另一边是顺丰每单只收4.5元，光给快递员的收派费就高达2.9元，再加上运输、打包、损耗等成本，纯属做一单亏一单。 所谓的合同到期终止，不过是体面退场的借口，明眼人都知道，这生意根本没法做！ 要知道抖音的退货率有多离谱，直播电商的退货率普遍在30%-60%，女装类目大促时甚至能突破80%，有些珠宝玉石类目更是高达90%。 退回来的货五花八门，有的沾着汗渍口红印，有的干脆是穿了几天再退，快递员不仅要上门取件，还得仔细检查包装，稍不注意就可能被商家 或平台罚款。 更坑的是，抖音对取件时效要求苛刻，5分钟响应、1小时核销取件码，这对本就忙着送货的快递员来说，简直是不可能完成的任务。 对比之下，菜鸟的取件价每单比抖音高1元左右，而且货量稳定，一天能取大几十一百件。 算笔明白账，快递员跑一天菜鸟能多挣几十上百元，换成抖音不仅赚得少，还得额外应付高退货带来的麻烦。 顺丰总不能让快递员 ...

A hold P de 124 作者 | 王小娟 编辑 | 黄昱 快递行业巨头顺丰主动让出的蛋糕，也可能是一块难啃的硬骨头。 与此同时，抖音电商加速成为头部电商平台的同时，退货率也居高不下，对于成本的考量等方面也有了更严格的要求。 根据行业消息，抖音2025年全年GMV将迈过4万亿元关口，体量逼近电商巨头拼多多。在如此庞大的交易规模下，物流成本的微小波动都将被显著放大。 而抖音电商与传统货架电商在退货物流上面临着截然不同的挑战。 传统货架电商退货相对稳定，用户经过比较和思考后下单，退货多为商品不符或质量问题。这些平台的物流服务商通常采用规模化、标准化的处理方式。 直播电商则依赖主播推荐和即时促销，冲动消费比例高。这种消费模式导致退货率高于传统电商平台。高峰期的退货压力可能突然爆发，需要物流服务商具 备高度灵活性和弹性。 近日，有市场消息称，顺丰并未参与2026年抖音电商退货服务，系其主动放弃该业务市场。12月19日，顺丰方面作出回应，称顺丰与抖音电退业务合作合同 自然到期终止，属于正常商业行为。 据了解，从12月中旬起，抖音平台开始对退货服务供应商进行大规模重新招标，原本由顺丰承担的订单被拆分至多家企业，形成 ...

Core Viewpoint - Yunda Co., Ltd. reported a revenue of 4.698 billion yuan from its express delivery services in November 2025, marking a year-on-year increase of 2.17% with a total business volume of 2.175 billion parcels and an average revenue per parcel of 2.16 yuan, up 6.40% [1] Group 1: Company Performance - Yunda's express delivery service revenue reached 4.698 billion yuan in November 2025, with a business volume of 2.175 billion parcels [1] - The average revenue per parcel increased to 2.16 yuan, reflecting a growth of 6.40% year-on-year [1] - The company aims to enhance its operational quality and service levels through a focus on high-quality development and technological innovation [1][2] Group 2: Industry Trends - The express delivery industry in China has seen its annual business volume exceed 180 billion parcels for the first time, setting a new record [1] - The "anti-involution" policy is expected to boost industry profitability and rationalize pricing, contributing to a potential increase in average parcel prices [4] - The ongoing digital transformation and the implementation of a multi-layered technology strategy ("1+N+AI") are enhancing operational efficiency and service quality across the industry [2][4] Group 3: Strategic Initiatives - Yunda has established a comprehensive service network covering all provinces and major cities in China, with 71 transit centers nationwide [2] - The company is advancing its "comprehensive digitalization" strategy, focusing on business digitization and the integration of AI technologies to improve operational efficiency [2] - Yunda is actively promoting the use of unmanned vehicles and drones in various regions to enhance service delivery [2] Group 4: Seasonal Performance - During the current peak season, Yunda is leveraging advanced logistics facilities and smart technology to enhance customer experience and ensure efficient operations [3] - The company is committed to providing high-quality services during the peak season, focusing on safety, efficiency, and customer satisfaction [3] - Yunda is utilizing big data and AI for real-time analysis and resource allocation to maintain smooth operations during the busy season [3]

买东西支付现金遭商家拒绝？未来遇到这种情况，消费者可以进行维权。12月19日，人民银行会同国家 发展改革委、金融监管总局制定发布了《人民币现金收付及服务规定》（以下简称《规定》），自2026 年2月1日起施行。 根据《规定》，社会公众发现收费单位、经营主体拒收现金，或对现金支付采取歧视性措施的，可保存 证据并向当地中国人民银行分支机构申请依法维权。人民银行会同国家发展改革委对因拒收现金受到处 罚的违法当事人，依法依规进行公示。人民银行及其分支机构有权对拒收现金行为进行监督检查，相关 当事人应如实提供有关资料，不得拒绝、阻挠、逃避检查，不得谎报、隐匿、销毁相关证据材料。 人民银行指出，各类行政机关、事业单位、公共服务收费单位、经营主体均应遵守人民币管理相关法律 法规，尊重公众支付方式自主选择权，共同维护现金使用环境。 新场景无法收取现金？"无人值守"等模式也应提供现金支付方式 随着我国支付行业的不断发展，越来越多的创新店、支付形式不断增多，但也给现金支付带来一定的麻 烦。如无人值守的店面并未设置现金收付的窗口，导致现金无法购买商品的现象层出不穷。不过，在未 来，这些新型场景模式，也必须提供现金支付方式。 《规定 ...

Industrial Sector - Raw material production continues seasonal adjustments, with steel and building materials showing mixed performance[1] - The operating rate of petroleum asphalt and cement clinker has decreased, while the float glass operating rate remains stable[1] - The operating rate of polyester in textiles has weakened seasonally, while the operating rate of full steel tires in the automotive sector has increased[1] Real Estate - New home sales in 30 major cities decreased by 28.4% year-on-year, but the growth rate improved by 3.4 percentage points compared to last week[1] - The year-on-year decline in new home sales for December is 30.2%, a slight improvement of 0.3 percentage points from the previous month[1] - The second-hand housing listing price index fell by 0.54% week-on-week, with the decline narrowing[1] Domestic Demand - Movie box office revenue remains high, with an increase of 78.7% year-on-year, averaging 90.73 million yuan per day[1] - Retail sales of home appliances decreased by 22.5% year-on-year, but improved by 0.6 percentage points from the previous value[1] - The volume of postal express collection increased by 3.8% year-on-year, although it has declined compared to the previous month[1] External Demand - Port cargo throughput increased by 3.4% year-on-year, with container throughput rising by 10.6%[1] - The export container freight index increased by 0.6% week-on-week, continuing its upward trend[1] - South Korea's export value increased by 3.5% year-on-year, although the growth rate fell by 4.9 percentage points compared to November[1] Price Trends - The industrial product price index rose by 1.0%, with black raw materials and non-ferrous metals increasing by 3.9% and 0.8% respectively[1] - Rebar futures prices increased by 1.9%, while spot prices rose by 1.1%[1] - Agricultural product wholesale price index rose by 0.5%, continuing to outperform the same period last year[1]

Group 1 - The core viewpoint of the report is that the express delivery industry is experiencing a recovery in performance due to price increases and seasonal volume growth, with a recommendation for leading companies like SF Holding and Zhongtong Express [1][5] - In November, the express delivery business volume grew by 5.0% year-on-year, with a cumulative total of 1,807.4 billion parcels from January to November, reflecting a 14.9% increase year-on-year [2][3] - The average unit price for SF Holding increased by 0.29 yuan in November, indicating a shift from scale-driven growth to value-driven growth, which is beneficial for profit margin recovery [3][4] Group 2 - The express delivery industry saw a significant price increase of 1.9% month-on-month in November, with the average unit price at 7.62 yuan, although it remains down 8.3% year-on-year [4] - The competitive landscape is changing, with a focus on high-quality development and a notable shift in market dynamics due to the "anti-involution" trend, which has led to price recovery since August [5] - The market share for express delivery companies from January to November shows that Zhongtong holds 15.6%, Shentong 13.1%, Yunda 13.0%, and SF Holding 8.4%, with SF Holding gaining 0.8 percentage points year-on-year [3]