自2021年首批公募REITs获批以来，公募REITs发展迅猛。首单央企仓储物流基础设施REITs ——中银中外运仓储物流封闭式基础设施证券投资基金（简称中银中外运仓储物流REIT，基 金代码：508090）正式开启募集，募集期为6月23日至6月24日。 近年来，国家对仓储物流基础设施建设的重视程度不断加强，同时各地不断大力提振消费、 多渠道促进居民增收，在此背景下仓储物流租赁市场有望迎来需求修复。 中银中外运仓储物流REIT的发起人/原始权益人为中国外运股份有限公司，基金管理人为中银 基金，专项计划管理人为中银基金全资子公司中银资产管理有限公司，中国外运旗下中外运 瑞达（上海）供应链管理有限公司担任运营管理机构。 作为招商局集团第5个REITs产品，中银中外运仓储物流REIT是中国外运盘活存量资产、扩大 有效投资，推动实体经济高质量发展的重要举措。中国外运是招商局集团物流业务的统一运 营平台和统一品牌，是中国领先的综合物流企业，拥有完善的服务网络和丰富的物流资源和 客户资源。本次发行，中国外运选取位于经济发达地区、同时也是中国外运业务经营的核心 区域的优质资产作为首发资产，其 具备现金流稳健、抗风险能力强等 ...

Core Viewpoint - The REITs market in China has developed significantly since its inception in June 2021, becoming an important part of the capital market, aligning with the country's high-quality economic development [1] Group 1: Market Development - The public REITs market in China has evolved from a pilot phase to a crucial component of the capital market over four years [1] - ESR Group has actively participated in the Chinese REITs market, with the Zhonghang Yishang Warehousing Logistics REIT listed on the Shanghai Stock Exchange in January 2025 [1][5] - The demand for warehousing logistics services is expected to rise due to ongoing recovery in industrial production and consumption [1] Group 2: Company Strategy - ESR Group's strategy in China is driven by a recognition of the country's key role in the global supply chain since its establishment in 2011 [2] - The company defines "new economy" real estate management as encompassing logistics real estate, data centers, and infrastructure platforms, aiming to capture growth opportunities [2] - As of December 31, 2024, ESR Group's assets related to new economy management fee income reached $42.6 billion, with a project reserve of approximately $11.4 billion [2] Group 3: Operational Insights - Logistics real estate serves as the core growth engine for ESR, meeting the demand for large-scale, high-quality logistics assets in the Asia-Pacific region [3] - The data center segment leverages strong demand in AI, cloud computing, and 5G, allowing ESR to flexibly meet diverse customer needs [3] - ESR manages nearly 180 assets in China, with about 70% located in key economic hubs like the Yangtze River Delta and the Guangdong-Hong Kong-Macau Greater Bay Area [3] Group 4: Market Demand and Trends - The rapid growth of e-commerce and increasing demand for supply chain integration in manufacturing are driving the need for refined warehousing logistics management [4] - ESR provides not only warehouses but also high-standard hardware facilities and energy-efficient park concepts, which are core competitive advantages [4] Group 5: REITs Performance - The Zhonghang Yishang Warehousing Logistics REIT is seen as a vital pillar for ESR's long-term development in the Chinese market [5] - The underlying assets of the REIT consist of three logistics parks in Kunshan, Jiangsu Province, with a historical average occupancy rate of over 90% over the past five years [6] - As of the end of Q1 2025, the project had a rental rate of 85.57%, with expectations to reach 90% due to new tenant arrivals in Q2 and Q3 [6]

Core Viewpoint - Beijing Jizhi Technology Co., Ltd. (Jizhi) aims to become the world's first publicly listed company focused on autonomous mobile robots (AMR) for warehousing, despite years of continuous losses [1][2] Group 1: Company Overview - Jizhi was established in 2015 and is headquartered in Beijing, specializing in one-stop warehousing robot solutions using advanced robotics and AI technology to enhance logistics efficiency across various industries [1] - The company has maintained its position as the largest global provider of AMR solutions for six consecutive years, with approximately 56,000 AMRs delivered to over 40 countries and around 800 end customers, including 63 Fortune 500 companies [1] Group 2: Financial Performance - From 2021 to 2023, Jizhi reported revenues of 790 million yuan, 1.452 billion yuan, and 2.143 billion yuan, with growth rates of 83.90% and 47.57% in 2022 and 2023, respectively [2] - The net losses for the same period were -1.05 billion yuan, -1.567 billion yuan, and -1.127 billion yuan, with adjusted net losses of -763 million yuan, -815 million yuan, and -444 million yuan [2] - In the first half of 2024, revenue growth slowed significantly to 4.63%, with revenue of 782 million yuan compared to 747.81 million yuan in the same period of 2023, while net loss narrowed to -550 million yuan [2] Group 3: Business Strategy and Market Position - Jizhi attributed the revenue decline in the first half of 2024 to a reduction in its Robotics as a Service (RaaS) business line, which previously generated significant income [2] - The company has reduced its R&D expenses, which contributed to the narrowing of losses in 2023 and the first half of 2024, with R&D spending consistently lower than sales and marketing expenses [3] - Despite being the leading AMR solution provider globally with a market share of 6.0%, Jizhi's lead over the second competitor is only 0.4 percentage points, indicating a fragmented market with relatively low technological barriers [3]

比看，5月份固定资产投资（不含农户）增长0.05%。 分产业看，第一产业投资3847亿元，同比增长8.4%；第二产业投资67996亿元，增长11.4%；第三产业投资120104亿元，下降0.4%。 第二产业中，工业投资同比增长11.6%。其中，采矿业投资增长5.8%，制造业投资增长8.5%，电力、热力、燃气及水生产和供应业投资增长25.4%。 第三产业中，基础设施投资（不含电力、热力、燃气及水生产和供应业）同比增长5.6%。其中，水上运输业投资增长27.2%，水利管理业投资增长26.6%， 航空运输业投资增长4.7%。 分地区看，东部地区投资同比增长0.5%，中部地区投资增长4.5%，西部地区投资增长4.9%，东北地区投资增长2.1%。 分登记注册类型看，内资企业固定资产投资同比增长3.7%，港澳台企业固定资产投资增长6.5%，外商企业固定资产投资下降13.4%。 2025年1—5月份，全国固定资产投资（不含农户）191947亿元，同比增长3.7%（按可比口径计算，详见附注7）。其中，民间固定资产投资同比持平。从环 冶 和 延加 业 2025年1—5月份固定资产投资（不含农户）主要数据 指 标 同比增长（%） ...

E-commerce and New Retail - Luo Yonghao's digital human made its live streaming debut on Baidu E-commerce, marking a significant collaboration that leverages advanced digital human technology to enhance user interaction and drive efficiency in live commerce [1] - The competitive landscape in live commerce is intensifying, with major platforms vying for top influencer resources, and Baidu's digital human technology aims to reduce costs and improve efficiency for Luo Yonghao's live streaming [1] Company Developments - A former Alibaba employee published a lengthy analysis highlighting internal issues such as lack of innovation and management problems, prompting a response from founder Jack Ma acknowledging the company's necessary growth processes [2] - Li Guoqing announced a final settlement regarding property division with Yu Yu, allowing him to focus on AI applications, although specific project details remain undisclosed [3] - The launch of "Super Turn" by Zhuanzhuan Group represents a strategic move in the competitive second-hand market, offering a multi-category shopping experience in a 3000 square meter space [4] Logistics and Supply Chain - Smart logistics company Geek+ has received IPO approval to list on the Hong Kong Stock Exchange, showcasing its leading position in the warehouse robotics sector despite ongoing losses [6] - JD Logistics introduced a cold chain shared warehouse for Douyin's instant retail merchants, addressing logistics challenges in the fresh produce sector and enhancing service offerings [7] AI and Technology - Meituan launched its first AI programming tool, NoCode, aimed at enabling users with no coding experience to create websites and software through natural language interactions [8] - AI startup SiliconFlow completed a significant A-round financing led by Alibaba Cloud, indicating its potential in lowering barriers for developers using advanced AI models [9] - Amazon announced a substantial investment of 20 billion AUD (approximately 93.3 billion RMB) to expand its data center infrastructure in Australia, aiming to enhance cloud computing and AI capabilities [10] - Volcano Engine released the Doubao 1.6 model, which supports long context capabilities, reflecting its competitive positioning in the large model sector [12]

国家粮食和物资储备局有关负责人介绍，要加快建设安全粮库、绿色粮库、智慧粮库、廉洁粮库、美丽 粮库，让粮食住进"好房子"，提高粮库建设与管理现代化水平，确保储粮安全，提高库存粮油品质，更 好满足人们的消费需求。 粮库仓型更加多样 在中储粮长沙直属库，一组高高大大、白白胖胖的新型粮仓格外引人注目。中储粮成都储藏研究院有限 公司工作人员刘松鹭说，这是正在建设中的首批5座9000吨级气膜仓，单仓高33米、直径24米，可储粮 约9000吨。这批气膜仓的建成，标志着我国现代化粮仓迈入新阶段。气膜仓具备保温性、气密性、防水 性优良等特征。保温层与结构层一次成型，气密性是气调仓6倍以上；PVDF防水层全覆盖，外层反光 防辐射效果是传统仓3倍左右，显著提升了保温隔热性能，能更好保障粮食储存安全。 我国粮食连年丰收，库存充裕，让粮食住进"好房子"，确保库存粮食数量真实、质量良好，对保障国家 粮食安全至关重要。国家粮食和物资储备局规划建设司副司长唐成介绍，"十四五"期间，我国加大粮食 仓储设施建设力度，加快绿色储粮技术推广应用，持续提升科学储粮水平和粮食品质保障能力。全国 1200多家粮食仓储企业积极参与实施高标准粮仓建设、老旧仓 ...

以下文章来源于36氪出海 ，作者36氪出海 36氪出海 . 36氪出海（letschuhai.com）是关注出海的行业媒体，为企业跨境提供海外咨询及专业服务，同时运营着超万人的出海生态社群。 来源｜ 36氪出海（ID：wow36krchuhai） 封面来源 ｜ Unsplash 活动｜直击印尼医疗蓝海：3天深度参访，与卫生部、药监局面对面 为助力中国企业更好地把握印尼医疗市场机遇，有效应对潜在挑战，印尼市场拓展与创新服务平台Lestari推出为期3天的实地参访项目Indonesia Discovery Program 2025: Healthcare。 本次项目于7月29日-31日在印尼雅加达举办，将聚焦印尼医疗行业，通过实地参访、一对一交流、定制化圆桌等形式，帮助企 TikTok海外月活首破10亿 京东物流进军沙特，据传当地已招募上千人团队 极智嘉获赴港上市备案通知书 速卖通AliExpress上线卖车业务，率先在中东开售 萝卜快跑或加速落地欧洲市场 中美就落实两国元首通话共识及日内瓦会谈共识达成框架 亿格云完成Pre-B轮近亿元融资 业梳理印尼医疗市场细分赛道机遇、对接关键政府部门及合作伙伴，快速制定本地 ...

今天国际（300532）6月15日晚间公告，公司中标中广核工程有限公司三澳一期BKB仓库智能化升级项 目，中标价格2200万元，占公司2024年度营业收入的0.93%。此次中标项目系公司在核电领域的首个订 单。 ...

智通财经6月15日电，今天国际(300532.SZ)公告称，公司收到中广核三澳一期BKB仓库智能化升级项目 的中标结果通知，中标价格为2200万元。该项目是公司在核电领域的首个订单，若能签订正式合同并顺 利实施，将对公司未来经营业绩产生一定积极影响。 今天国际：中标2200万元中广核三澳一期BKB仓库智能化升级项目 ...

近期活动 活动｜直击印尼医疗蓝海：3天深度参访，与卫生部、药监局面对面 为助力中国企业更好地把握印尼医疗市场机遇，有效应对潜在挑战，印尼市场拓展与创新服务平台 Lestari 特别推出为期3天的实地参访项目——Indonesia Discovery Program 2025: Healthcare。本次项目于7月29日-31日在印尼雅加达举办，将聚焦印尼医疗行业，通过实地参访、一对一交流、定制化圆桌等形式， 帮助企业梳理印尼医疗市场细分赛道机遇、对接关键政府部门及合作伙伴，快速制定本地化市场落地策略。。如果您对本次活动感兴趣，欢迎扫描下方二维 码或点击"此处"，填写表单报名。6月18日前报名还可享15%早鸟优惠。 公司动态 Sensor Tower：TikTok 移动端海外月活用户首次突破10亿 Sensor Tower 最新数据显示，2025年5月，中国非游戏类移动应用在全球市场持续展现出强劲的发展势头。短剧、电商、AI 工具三大主力赛道继续高歌猛 进，拉美、东南亚成为增长热土。短视频领域依旧由 TikTok 领跑，移动端海外月活跃用户首次突破10亿大关。（36氪） 京东物流进军沙特：据传当地已招募上千人团 ...