商务部新闻发言人就中美吉隆坡经贸磋商联合安排答记者问时表示，中美经贸团队通过吉隆坡磋商，达 成成果共识。美方将暂停实施其对华海事、物流和造船业301调查措施一年。美方暂停实施相关措施 后，中方也将相应暂停实施针对美方的反制措施一年。 ...

Investment Rating - The investment rating for the company is "Buy" (maintained) [5] Core Views - The effectiveness of the integrated logistics strategy is becoming evident, with anticipation for a recovery in chemical demand [5][6] - The company's Q3 revenue showed a slight increase of 2.1% year-on-year, while the net profit attributable to shareholders decreased by 3.5% [6] - The total assets increased by 41.42% year-on-year, indicating rapid expansion in distribution business [6] Financial Performance Summary - Revenue projections for 2023 to 2027 are as follows: - 2023: 9,753 million RMB - 2024: 12,118 million RMB (24.26% growth) - 2025E: 13,311 million RMB (9.84% growth) - 2026E: 15,303 million RMB (14.96% growth) - 2027E: 17,192 million RMB (12.35% growth) [5][7] - Net profit attributable to shareholders is projected to grow from 431 million RMB in 2023 to 862 million RMB in 2027, with a growth rate of 31.04% in 2024 [5][7] - The company's earnings per share (EPS) is expected to increase from 2.73 RMB in 2023 to 5.45 RMB in 2027 [5][7] Operational Efficiency - The company has improved its cash flow significantly, with a net cash flow from operating activities reaching 940 million RMB in the first three quarters of 2025, compared to -160 million RMB in the same period last year [6] - The net operating cycle is approximately 50 days, a reduction of 3 days year-on-year, indicating enhanced operational efficiency [6] Strategic Developments - The logistics network is continuously optimized, with significant progress in building hazardous chemical support and expanding into lower-tier markets [6] - The company has successfully developed clients in three major sectors: new energy, chemicals, and pharmaceuticals, indicating a diversified client base [6]

10月30日，海晨股份盘中下跌2.01%，截至14:09，报22.90元/股，成交7305.89万元，换手率1.89%，总 市值52.81亿元。 责任编辑：小浪快报 海晨股份所属申万行业为：交通运输-物流-中间产品及消费品供应链服务。所属概念板块包括： DeepSeek概念、理想汽车概念、快递概念、智慧物流、国产软件等。 截至9月30日，海晨股份股东户数1.45万，较上期减少8.76%；人均流通股11520股，较上期增加9.60%。 2025年1月-9月，海晨股份实现营业收入13.75亿元，同比增长10.33%；归母净利润2.04亿元，同比减少 6.27%。 分红方面，海晨股份A股上市后累计派现3.43亿元。近三年，累计派现2.63亿元。 资金流向方面，主力资金净流出729.22万元，特大单买入100.66万元，占比1.38%，卖出235.95万元，占 比3.23%；大单买入1191.26万元，占比16.31%，卖出1785.19万元，占比24.43%。 海晨股份今年以来股价涨38.68%，近5个交易日跌4.62%，近20日跌12.86%，近60日涨10.29%。 资料显示，江苏海晨物流股份有限公司位于广东省 ...

【环球网消费综合报道】如今，"万物到家"成日常，中国物流以惊人速度改写距离、串联世界。 天眼查数据显示，现存物流相关企业171万余家；从地域分布来看，广东、山东、江苏、湖北、浙江、安徽拥有物流相关企业较多。其中，超4成的企业成立 时间在1至5年之间。（赵华） 大闸蟹等鲜活农产品运输难题破解，新增众多次日达路线；快递量破千亿件用时逐年缩短，一秒钟超6000件快递寄递，全社会物流成本预计节省超万亿元。 现代物流体系建设成效显著，181个国家物流枢纽沿重要交通动脉加速排布，从港口型、陆港型为主到多类型枢纽"链接"生产、消费与区域经济。物流效率 大幅提升，无人机、算法助力，即时物流年订单量突破480亿单。 ...

Group 1 - The Hang Seng Index rose by 0.54%, gaining 141 points to close at 26,487 points, while the Hang Seng Tech Index increased by 0.31%. The morning trading volume in Hong Kong stocks reached HKD 178.7 billion [1] - Newly listed stock Dipu Technology (01384) surged by 36%, while Baima Tea (06890) rose over 8%, and Haixi New Drug (02637) increased by 7.59% [2] - The demand for energy storage driven by AI is expected to increase significantly, with CITIC Securities forecasting that total lithium battery demand will exceed 2,700 GWh next year, a year-on-year growth rate of over 30%. Energy storage battery demand is projected to exceed 900 GWh, leading to potential shortages in various lithium sectors [2] Group 2 - Ganfeng Lithium (01772) rose over 12%, and Tianqi Lithium (09696) increased by over 8% due to the strong performance of lithium mining stocks [2] - The energy storage sector saw significant gains, with Zhongchu Innovation (03931) rising over 12%, CATL (03750) increasing by 2.59%, and Shuangdeng Co. (06969) gaining over 7% [2] - Ruipu Lanjun (00666) increased by over 8% after the company launched several strategic new products covering energy storage, commercial vehicles, and passenger cars [3] Group 3 - Aneng Logistics (09956) surged by 22% following a privatization proposal from a major shareholder's consortium, with a premium rate exceeding 48% [4] - China Duty Free Group (01880) rose by 3% as the entire Hainan island is set to close in December, which is expected to boost the overall development of Hainan's tourism retail market [5] - China Hongqiao (01378) increased by nearly 7% due to recent production cuts in overseas electrolytic aluminum, which may further widen the supply-demand gap in the electrolytic aluminum market [6] Group 4 - Anjii Food (02648) rose over 8% with a 11.8% year-on-year growth in net profit attributable to shareholders in the third quarter, supported by a collaborative development across all channels [7] - The engineering machinery sector saw significant gains, with September exports continuing to grow year-on-year, and leading companies like Sany Heavy Industry (06031) rising by 9%, Senson International (02155) increasing by 8.02%, and China National Heavy Duty Truck Group (03808) gaining 3.7% [7] Group 5 - WuXi AppTec (02359) fell over 4% as the actual controller's shareholders plan to reduce their holdings by no more than 2% of the company's A-shares [8]

Group 1 - The emphasis on enhancing the quality and quantity of the service industry as a crucial support for stable growth and high-quality development [1][2] - The need for companies to focus on market demand and increase investment in technology research and innovation to expand their market reach [1] - Encouragement for enterprises to optimize logistics channels and provide quality services to meet community needs [1][2] Group 2 - The importance of continuous technological innovation and exploring application scenarios in the software service sector [2] - The call for accelerating project construction progress in the Tai Feng Sheng He Science and Technology Innovation Industrial Park [2] - The necessity to analyze the advantages and shortcomings of the local service industry to promote efficient and high-quality development [2]

成都排名第7位，GDP18226.86亿元，同比猛增8.92%，彰显服务业腾飞。天府软件园聚集国际企业1000余家，金融区交易量飙升30%，数字文创产出占比提 至25%。休闲之都魅力不减，文旅收入跃升18%，国际赛事场馆吸引外资超百亿，释放消费升级红利。 深化聚焦，成都以开放姿态推动创新生态，高新区技术转化率突破80%，新增初创公司1500家带动就业倍增。大熊猫经济走廊融入绿色金融，碳交易额增长 35%。高校科研协作加速，高端人才流入率居全国前三，打造知识经济新高地。 武汉位列第9名，GDP15537.82亿元，增长5.55%，强化九省通衢物流优势。港口吞吐量超20亿吨，高铁枢纽网覆盖80%中部地区。光谷生物产业集群营收同 比升15%，汽车产业链协同产值创新高。这些支撑经济底盘稳固，智慧城市项目投融资增25%。 2025年前三季度的GDP10强城市基本落定，唯一悬念聚焦在南京能否保住第10位，领先宁波（13492.9亿元）？大概率是南京第10。上海、北京、深圳稳坐 前三宝座，重庆以惊人的增速逼近2.5万亿级。广州、苏州和成都等城市表现抢眼，杭州增速达11.07%领跑。这一稳健格局彰显各城市产业结构优化，整体 ...

2025年前三季度，长沙社会消费品零售总额4172.95亿元，增长5.5%，增速追平全省、高于全国，进出口总量稳 居全省"半壁江山"，重大项目投资规模创历史同期新高…… 10月29日，从市商务局获悉，今年以来，长沙商务和开放型经济在复杂多变的国内外环境中砥砺前行、亮点纷 呈，展现出强大的韧性和活力。 消费市场持续提振 刚刚过去的周末，第五届湖南家电仓库直销活动在金霞通程物流园火爆举行。这场热闹的家电直销，正是长沙 加力扩围实施消费品"以旧换新"政策、持续促消费惠民生的生动缩影。今年以来，长沙已有超669万人次参 与"以旧换新"，直接带动汽车、家电、家装厨卫及数码产品等品类实现销售388亿元。 对外开放持续提效 前三季度，长沙作为湖南电动汽车出口的核心城市，出口电动汽车80.6亿元，同比增长104.7%，占全省93.6%。 长沙在国庆中秋假期组织了6大主题、280余场促消费活动，并发放5000万元消费券。 这些促消费"组合拳"，有效释放了市场消费潜力。数据显示，今年1至9月，长沙社会消费品零售总额增长 5.5%，增速追平全省、较全国高出1个百分点；批发、零售、住宿、餐饮四大行业累计增速分别达8.8%、 6.3% ...

在三季度财报发布之前，亚马逊宣布，计划裁减约1.4万名公司职员，占其公司职员总数的4%，以精简运营、加快人工智能部 署。这是自2022年以来亚马逊最大规模的裁员，该公司在过去两年已累计裁员超过2.7万人，且在设备、通讯等多个部门持续进 行着小规模裁员。这一决定出现在公司业绩表现强劲的时期。 京东内部人士："美的被罚""京东二选一"等谣言是因与抖音的价格竞争引发 据京东内部人士称，近期"京东对美的巨额罚款"、"京东二选一"等谣言，是因为京东要求在自己平台上的售价不能高于其他平 台，引发与抖音直播间之间的价格竞争而产生。该人士称，美的等品牌在京东平台销售量很大，京东要求在自己平台上的售价 不能高于其他平台，这种做法是确保销量大的平台价格具有竞争力。 21世纪经济报道新质生产力研究院综合报道 早上好，新的一天又开始了。在过去的24小时内，科技行业发生了哪些有意思的事情？来跟21tech一起看看吧。 【巨头风向标】 英伟达与Uber达成合作 英伟达宣布与Uber达成合作，将共同扩展全球L4级自动驾驶移动出行网络。合作将依托Uber新一代无人驾驶出租车和自动配送 车队，采用全新NVIDIA DRIVE AGX Hype ...

21世纪经济报道新质生产力研究院综合报道 早上好，新的一天又开始了。在过去的24小时内，科技行业发生了哪些有意思的事情？来跟21tech一起 看看吧。 【巨头风向标】 英伟达与Uber达成合作 英伟达宣布与Uber达成合作，将共同扩展全球L4级自动驾驶移动出行网络。合作将依托Uber新一代无 人驾驶出租车和自动配送车队，采用全新NVIDIA DRIVE AGX Hyperion10辅助驾驶开发平台以及专为 L4级自动驾驶打造的NVIDIA DRIVE辅助驾驶软件。通过推动L4级自动驾驶生态系统发展，英伟达将 助力Uber逐步扩大其全球自动驾驶车队的规模，计划自2027年起逐步扩展至10万辆。双方还将共同构建 一个基于NVIDIA Cosmos世界基础模型开发平台的数据工厂，用于整理并处理自动驾驶车辆研发所需 的数据。 亚马逊裁员1.4万人 在三季度财报发布之前，亚马逊宣布，计划裁减约1.4万名公司职员，占其公司职员总数的4%，以精简 运营、加快人工智能部署。这是自2022年以来亚马逊最大规模的裁员，该公司在过去两年已累计裁员超 过2.7万人，且在设备、通讯等多个部门持续进行着小规模裁员。这一决定出现在公司业绩 ...