Core Viewpoint - China Post Life Insurance Co., Ltd. has acquired a 5% stake in Eastern Air Logistics Co., Ltd. through a share transfer agreement, marking a strategic investment aimed at supporting the development of Shanghai's logistics and transportation capabilities [1][2]. Company Summary - China Post Life Insurance has acquired 79.42 million shares of Eastern Air Logistics, representing 5% of the latter's total share capital, for a total price of 869 million yuan, which is 0.14% of China Post Life's total assets as of Q1 2025 [2][5]. - The funding for this acquisition comes from traditional insurance products managed by China Post Life's asset management subsidiary [2]. - Eastern Air Logistics, headquartered in Shanghai, is a modern comprehensive logistics service provider that went public on June 9, 2021, and reported Q1 2025 revenues of 5.486 billion yuan, a 5.02% increase year-on-year, but a net profit decline of 7.40% to 545 million yuan [3]. Industry Summary - The insurance sector is witnessing increased capital inflow into the stock market, with multiple insurance companies, including China Post Life, having made significant equity investments in 2025 [5][6]. - Regulatory changes are encouraging insurance companies to increase their investments in A-shares, with a target for large state-owned insurers to allocate 30% of new premiums to A-share investments starting in 2025 [6]. - It is projected that insurance funds will inject an additional 600 to 800 billion yuan into the market over the next three years, with a significant portion directed towards high-dividend assets [7].

Group 1 - Fuzhou Jingxundi Supply Chain Technology Co., Ltd. has been established with a registered capital of 5 million RMB [1] - The legal representative of the company is Zhang Mingming [1] - The business scope includes software development, information system integration services, domestic cargo transportation agency, and wholesale of auto parts [1] Group 2 - The company is wholly owned by Beijing Jingbangda Trading Co., Ltd., which is affiliated with JD Logistics [1]

此趟班列也是法国邮政DPD集团定制班列，是该集团在成都开通的第二条定制班列线路，货值约 3500万元人民币，货物包括跨境电商商品、冷链食品等。法国邮政DPD集团中国策略发展部相关负责人 表示，该集团已在安特卫普港设立"中心仓"，为跨境电商提供48小时欧洲送达服务。（记者 陈昊） 8月7日，一列搭载55柜货物的中欧班列从成都国际铁路港启程，将途经哈萨克斯坦、俄罗斯、白俄 罗斯、波兰、德国，最终抵达比利时安特卫普港。这是中欧班列（成都—安特卫普）首次开行。至此， 成都国际班列境外辐射城市增至126个。 此趟班列采行"欧洲通"运输模式——根据客户需求，可在同一班列上受理到达不同欧洲端站点的运 输需求，整列到达欧洲端枢纽节点后再分拨到各终到站。成都国际铁路港经开区相关负责人介绍，班列 抵达安特卫普港后，货物可在两三天内通过铁路分拨至西班牙、意大利、法国、德国、英国等国，为客 户提供"一次启运、多程分拨"的高效物流体验。"货物运抵安特卫普港后，不仅可以实现欧洲内部铁路 分拨，还可通过海运分拨至摩洛哥、阿尔及利亚等北非国家，形成'成都集货—安特卫普分拨—转口北 非'的闭环。从此，成都到非洲铁海联运总时效将在25天左右，相 ...

8月7日，佳裕达(JYD)开盘上涨3.04%，截至21:33，报0.2美元/股，成交6636.0美元，总市值2732.50万美 元。 财务数据显示，截至2024年12月31日，佳裕达收入总额5.65亿人民币，同比增长13.54%；归母净利 润-4957.02万人民币，同比增长31.7%。 本文源自：金融界 作者：行情君 公司提供全面的跨境供应链解决方案服务,包括:(i)货运代理服务,(ii)供应链管理,及(iii)其他增值服务。 资料显示，佳裕达国际物流有限公司是一家在开曼群岛注册成立的境外控股母公司,主要通过其境内实 体子公司深圳市佳裕达物流科技有限公司运营。其子公司是中国领先的端到端供应链解决方案提供商之 一,专注于提供跨境物流服务。总部位于中国粤港澳大湾区的重要组成部分深圳,公司得益于独特的地理 优势,为海洋、空中和陆上物流提供高度支持。一个连通的交通网络可以大大提高效率,降低运输成本。 ...

8月5日，在菜鸟的媒体交流会上，菜鸟高级副总裁、跨境物流总经理熊伟对华尔街见闻表示，去年下半年开始，菜鸟结合自身发展需求以及阿里集团的整体 战略安排，在业务上朝"全球化"和"科技"两个大方向进行了进一步聚焦和突破。 同时，市场化也是菜鸟未来发展的主旋律。在此背景下，菜鸟今年初将定制物流方案等紧贴阿里电商的平台型业务移交给了淘天、速卖通等电商"前台"，专 心做底层物流网络服务和加速市场化。 作者 | 黄昱 编辑 | 王小娟 全球跨境电商风起云涌，站在"水下"的物流服务商则是这场全球电商竞赛的重要"护航者"。经过过去两年的组织变革和战略聚焦后，菜鸟正积极对外释放自 己的最新战略思考，要乘着跨境电商蓬勃发展的东风，在全球物流市场竞争中实现关键一跃。 交流会上，熊伟也详细阐述了菜鸟过去12年的三个发展阶段，并指出2023年以来是菜鸟的3.0时代，更强调全球化、科技和市场化。 基于这样的定位，菜鸟在以更市场化的方式获取外部客户的同时，阿里电商平台也可以更自由灵活地去选择物流服务商。 熊伟表示，菜鸟非常高兴去拥抱这样的变化。因为这使得菜鸟在聚焦全球化和市场化的大方向下，会走得更坚定，也可以在与市场上同行的对比中共同取得 ...

8月7日，极兔速递-W(01519)盘中上涨2.05%，截至14:55，报10.46元/股，成交3.61亿元。 极兔速递环球有限公司是一家全球综合物流服务运营商，在中国和东南亚等全球最大及增长最快的电商 市场占据领先地位，业务覆盖13个国家。公司运营238个大型转运中心、19100个网点，拥有40万名服务 人员，并与7200个网络合作伙伴合作，致力于提供高效、智能的全球物流解决方案。 本文源自：金融界 作者：行情君 截至2024年年报，极兔速递-W营业总收入737.47亿元、净利润7.23亿元。 ...

张家港保税科技（集团）股份有限公司拟对张家港保税区外商投资服务有限公司 进行减资所涉及的张家港保税区外商投资服务有限公司股东全部权益价值资产评估报告 目 录 张家港保税科技（集团）股份有限公司拟对张家港保税区外商投资服务有限公司 进行减资所涉及的张家港保税区外商投资服务有限公司股东全部权益价值资产评估报告 声 明 一、本资产评估报告依据财政部发布的资产评估基本准则和中国资产评估协 会发布的资产评估执业准则和职业道德准则编制。 二、委托人或者其他资产评估报告使用人应当按照法律、行政法规规定和本资 产评估报告载明的使用范围使用资产评估报告；委托人或者其他资产评估报告使 用人违反前述规定使用资产评估报告的，本资产评估机构及资产评估师不承担责 任。 本资产评估报告仅供委托人、资产评估委托合同中约定的其他资产评估报告 使用人和法律、行政法规规定的资产评估报告使用人使用；除此之外，其他任何机 构和个人不能成为资产评估报告的使用人。 本资产评估机构及资产评估师提示资产评估报告使用人应当正确理解评估结 论，评估结论不等同于评估对象可实现价格，评估结论不应当被认为是对评估对象 可实现价格的保证。 三、本资产评估机构及资产评估师 ...

本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 广东宏川智慧物流股份有限公司（以下简称"公司"）于 2025 年 会议，审议通过了《关于 2023 年股票期权激励计划股票期权第二个 行权期行权条件未成就及部分股票期权注销的议案》，2023 年股票期 权激励计划第一个行权期内 143 名激励对象未行权，经审议决定对该 部分尚未行权的总计 123.1622 万份股票期权进行注销；公司获授股 票期权的 10 名激励对象已离职，已不符合激励条件，经审议决定对 该部分人员已获授的总计 21.1050 万份股票期权进行注销；2023 年股 票期权激励计划股票期权第二个行权期行权条件未成就，所有激励对 象（不含不再符合激励条件人员）对应的第二个行权期的股票期权 票期权进行注销。前述需注销的股票期权数量合计为 323.1272 万份。 本次注销完成后，2023 年股票期权激励计划授予股票期权数量 由 507.4072 万份减少至 184.2800 万份，授予股票期权激励对象人数 由 188 人减少至 178 人，具体详见《关于 2023 年股票期权激励计划 股票期权第二个行权 ...

Core Viewpoint - The company reported stable organic financial performance and a strong start to the integration of Schenker, despite challenging market conditions [2][4]. Financial Performance - In Q2 2025, revenue reached DKK 61,983 million, up from DKK 41,157 million in Q2 2024, marking a significant increase [2]. - Gross profit for Q2 2025 was DKK 17,241 million, compared to DKK 10,841 million in the same period last year [2]. - Operating profit (EBIT) before special items was DKK 4,725 million in Q2 2025, an increase from DKK 4,099 million in Q2 2024 [2][4]. - Profit for the period was DKK 2,356 million, slightly down from DKK 2,712 million in Q2 2024 [2]. - Adjusted free cash flow for Q2 2025 was DKK 3,982 million, significantly higher than DKK 1,229 million in Q2 2024 [2][6]. Division Performance - The Air & Sea division reported EBIT before special items of DKK 3,461 million, up from DKK 2,898 million in the same period last year, driven by organic earnings growth and Schenker's contribution [5]. - The Road division experienced a decrease in EBIT before special items to DKK 520 million from DKK 549 million, despite a positive contribution from Schenker [5][7]. - Contract Logistics reported EBIT before special items of DKK 724 million, an increase from DKK 661 million last year, aided by Schenker's contribution [7]. Integration of Schenker - The acquisition of Schenker was completed on April 30, 2025, with a strong start to integration, including the establishment of a new global leadership team [2][8]. - The integration is expected to yield annual synergies of DKK 9 billion by the end of 2028, with around 50% of the integration anticipated to be completed by the end of 2026 [6][11]. - Total transaction and integration costs are projected to be DKK 11 billion, primarily incurred in 2026 and 2027 [11]. Outlook - The full-year 2025 guidance for EBIT before special items remains unchanged at DKK 19.5 - 21.5 billion [6][12]. - The company expects limited synergies related to the Schenker integration in 2025, estimated between DKK 500-600 million [12].

Core Viewpoint - The stock price of Chuanhua Zhiliang has decreased by 2.06% to 6.17 yuan as of July 30, 2025, indicating a decline in market performance [1] Group 1: Company Overview - Chuanhua Zhiliang's main business includes logistics services and specialized chemical product manufacturing, with logistics revenue accounting for 59.87% of total income in 2024 [1] - The company focuses on building a logistics ecosystem centered around highway ports and is actively applying intelligent technology [1] Group 2: Recent Developments - In recent institutional research, the company revealed trials of unmanned logistics vehicle delivery at certain highway ports and the development of the "Chuanhua Xiaozhi" AI system for specialized pricing and park services [1] - Chuanhua Zhiliang announced a joint investment with several enterprises to establish a smart technology pilot base in Hangzhou, exploring the application of embodied intelligence in logistics scenarios [1] Group 3: Market Activity - On July 30, the net outflow of main funds was 49.0885 million yuan, representing 0.29% of the circulating market value [1]