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安能物流获大股东提私有化 10月30日起复牌
Zhi Tong Cai Jing· 2025-10-30 01:05
安能物流(09956)公布,公司股份将于2025年10月30日上午九时正起恢复买卖。 ...
安能物流(09956)获大股东提私有化 10月30日起复牌
Zhi Tong Cai Jing· 2025-10-30 01:05
(原标题:安能物流(09956)获大股东提私有化 10月30日起复牌) 智通财经APP讯,安能物流(09956)公布,公司股份将于2025年10月30日上午九时正起恢复买卖。 ...
神州控股科捷与UQI优奇共建物流具身智能实验室
Zhong Guo Jing Ying Bao· 2025-10-30 00:43
面对物流行业劳动力短缺、运营效率瓶颈等痛点,双方还将依托各自核心优势构建"云脑+端脑"双核技 术架构。科捷将提供"智慧大脑"支撑,其自主研发的"KingKoo智链"物流供应链垂类大模型和"小金"智 能体集群,整合了20余年行业经验,为具身智能体提供全局策略与决策依据。UQI优奇则贡献"执行终 端"优势,依托自主研发的机器人操作系统UPilot和核心控制器ACU,其工业移动机器人、无人物流车 及工业人形机器人将执行高精度物理任务。有观点指出,此次战略合作协议的达成,亦深度契合《建 议》中"前瞻布局具身智能等未来产业"的要求,对物流行业数智化转型具有显著的实践价值与行业示范 意义。中经记者 杨让晨 石英婧 上海报道 《中国经营报》记者了解到,10月29日,神州控股(00861.HK)智慧供应链子公司科捷与优必选 (09880.HK)智慧物流子公司UQI优奇在CeMAT ASIA 2025亚洲物流展现场签署战略合作协议。本次 合作将从三个层面推进:技术层面,共建"物流具身智能实验室",攻关包括多模态货物识别在内的关键 技术;场景层面,重点在快消、美妆、IT、3C等行业共创物流无人化作业场景,打通仓储"最后10米"智 ...
263.2万亿元!前三季度物流需求总量稳步增长
Yang Shi Xin Wen Ke Hu Duan· 2025-10-30 00:31
Core Insights - The logistics sector in China has shown a steady expansion in demand driven by proactive macro policies, with a total logistics volume of 263.2 trillion yuan in the first three quarters of the year, reflecting a year-on-year growth of 5.4% [1] Group 1: Overall Logistics Performance - The total logistics volume in the first three quarters maintained stable growth, indicating resilience in the sector [1] - Industrial logistics volume increased by 5.6% year-on-year, contributing 81% to the overall logistics growth, highlighting the industrial sector's core role [1] - The logistics volume for high-tech products such as industrial control computers, 3D printing equipment, and industrial robots grew by over 30% [1] Group 2: Import Logistics - There is a recovery trend in import logistics, with strong demand for high-end manufacturing components [1] - The logistics volume for machine tools and integrated circuits grew at high rates of 13% and 8.9%, respectively [1] Group 3: Domestic Consumption Logistics - The logistics volume related to units and residents increased by 6.6% year-on-year, with a notable acceleration to 8.0% in the third quarter compared to the second quarter [1] - The growth in online new consumption logistics is significantly boosting the logistics demand from units and residents [1] Group 4: New Energy Sector - The logistics demand related to the new energy industry chain has surged, with logistics volumes for new energy vehicles, lithium-ion batteries, and solar cells growing by 29.7%, 46.9%, and 14.0%, respectively [2]
前三季度全国社会物流总额同比增长5.4%
Zheng Quan Ri Bao· 2025-10-30 00:01
物流需求总量稳步增长 在经济结构调整关键期,社会物流总额呈现工业品物流需求基本盘持续稳固,国际物流需求承压回升, 单位与居民、商贸物流需求活力持续增强,以及高端、绿色物流需求增势强劲等特点。 数据显示,前三季度工业品物流总额同比增长5.6%,增速较上半年回落0.2个百分点,对社会物流总额 增长的贡献率达81%,工业领域物流需求的核心支柱地位持续巩固。从行业看,其中,超九成的行业相 关物流需求维持韧性增长,升级领域驱动作用尤为明显。 进口物流在复杂外部环境下顶压前行,运行呈现回升势头。前三季度进口物流总额同比下降1.0%,降 幅较上半年收窄2个百分点;三季度在二季度改善基础上进一步回升,同比增速加快至3%,增长动力来 源更趋多元,结构优化特征更为明显。 在扩内需、促消费政策持续推动下,单位与居民相关物流需求潜力有序释放。前三季度单位与居民物品 物流总额同比增长6.6%,三季度同比增长8.0%,较二季度加快1.8个百分点,延续较快增长势头。 孟圆分析称,一方面,线上新型消费物流需求加快增长。进入三季度以来逐月加快,冷链鲜食、家电 3C、文旅户外、美妆服装等网购品类保持较高热度,线上、电商等新兴消费模式对单位与居民 ...
重磅!美联储降息25个基点,鲍威尔发声→
第一财经· 2025-10-29 23:09
本文字数:2781,阅读时长大约4分钟 作者 | 第一财经 樊志菁 北京时间10月30日凌晨2点,美联储公布利率决议。 联邦公开市场委员会(FOMC)以10-2的方式决定下调利率区间25个基点至3.75%-4.00%。反对票中,美联 储理事米兰希望降息50个基点,而堪萨斯联储主席施密德倾向于按兵不动。美联储主席鲍威尔承认,委员会内部 分歧较大,12月降息并非已成定局。 受此影响,美股盘中跳水,国际金价走弱。 美联储内部分歧 决议声明称,现有指标表明,经济活动一直以温和的速度扩张。今年就业增长放缓,失业率略有上升,但截至8 月仍处于较低水平;最近的指标与这些情况相符。通货膨胀率自今年早些时候以来有所上升,仍处于略高的水 平。 2025.10. 30 结束量化紧缩 美联储在政策声明中决定于12月1日结束量化紧缩(QT)。委员会同时计划调整投资组合结构——将到期抵押贷 款支持证券(MBS)的本金收益重新投资于短期国债(Treasury bills)。 在新闻发布会伊始,美联储主席鲍威尔表示,政府停摆前获取的数据显示,经济活动增长轨迹可能略强于此前预 期,这主要得益于消费支出的强劲表现。 对于政府停摆的影响,鲍威尔认 ...
上海畅联国际物流股份有限公司 2025年第三季度报告
Shang Hai Zheng Quan Bao· 2025-10-29 21:46
重要内容提示: 公司董事会、监事会及董事、监事、高级管理人员保证季度报告内容的真实、准确、完整,不存在虚假 记载、误导性陈述或重大遗漏,并承担个别和连带的法律责任。 登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码:603648 证券简称:畅联股份 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏,并对其内容 的真实性、准确性和完整性承担法律责任。 公司负责人徐峰、主管会计工作负责人种永及会计机构负责人(会计主管人员)杜丽芳保证季度报告中 财务信息的真实、准确、完整。 第三季度财务报表是否经审计 □是 √否 一、主要财务数据 (一)主要会计数据和财务指标 单位:元 币种:人民币 ■ 注:"本报告期"指本季度初至本季度末3个月期间,下同。 (二)非经常性损益项目和金额 √适用 □不适用 单位:元 币种:人民币 ■ 对公司将《公开发行证券的公司信息披露解释性公告第1号一一非经常性损益》未列举的项目认定为非 经常性损益项目且金额重大的,以及将《公开发行证券的公司信息披露解释性公告第1号一一非经常性 损益》中列举的非经常性损益项目界定为经常性损益的项目,应说明原因。 □适用 √ ...
前三季度全国社会物流总额同比增长5.4% 呈现“稳中有进、质效提升”的发展态势
Zheng Quan Ri Bao· 2025-10-29 17:20
Core Insights - The total social logistics volume in China reached 263.2 trillion yuan in the first three quarters, showing a year-on-year growth of 5.4%, although the growth rate has slightly decreased by 0.3 percentage points compared to the first half of the year [1] - The logistics demand growth rate remained above 5% across all three quarters, indicating a stable and positive development trend in logistics operations [1] Logistics Demand Growth - The logistics demand is characterized by a solid foundation in industrial logistics, a rebound in international logistics, and strong growth in high-end and green logistics [2] - The total logistics volume for industrial products grew by 5.6% year-on-year, contributing 81% to the overall growth of social logistics [2] - The logistics volume related to units and residents increased by 6.6% year-on-year, with a notable acceleration to 8.0% in the third quarter [2] Emerging Consumption Trends - Online consumption logistics demand has accelerated, particularly in categories such as cold chain fresh food, home appliances, and beauty products [3] - The logistics volume for recycled resources grew by 15% year-on-year, indicating a robust demand in the circular economy sector [3] - The demand for green logistics is rapidly increasing, driven by low-carbon and high-end manufacturing sectors [3] Logistics Supply Expansion - The total revenue of the logistics industry reached 10.5 trillion yuan in the first three quarters, with a year-on-year growth of 4.7% [4] - The logistics industry’s prosperity index averaged 50.6, with a notable increase to 51.2 in September, indicating active logistics activities [4] - The logistics supply system is becoming more efficient, with steady growth in various transportation sectors, particularly in air logistics [4] Resilience of Logistics Enterprises - Key logistics enterprises reported a 4.5% year-on-year growth in logistics business revenue, reflecting improved operational activity [5] - The cost per hundred yuan of revenue decreased to 95.5 yuan, leading to a slight improvement in profit margins [5] - The logistics sector is expected to stabilize and recover in the fourth quarter, supported by traditional peak seasons and government policies aimed at enhancing logistics efficiency [5]
西上海(605151.SH)发布前三季度业绩,归母净利润86万元,同比下降98.29%
智通财经网· 2025-10-29 16:30
智通财经APP讯,西上海(605151.SH)披露2025年第三季度报告,公司前三季度实现营收12.87亿元,同 比增长23.69%;归母净利润86万元,同比下降98.29%;扣非净利润216万元,同比下降94.29%;基本每股收 益0.01元。 ...
2025金融街论坛|黄奇帆:生产性服务业是民营企业发展新赛道
Bei Jing Shang Bao· 2025-10-29 15:41
Core Insights - China's manufacturing industry has achieved "five leading and five parallel" sectors, with automotive, shipbuilding, power equipment, high-speed rail equipment, and new energy equipment leading globally, while new materials, biomedicine, high-end equipment, aerospace, and artificial intelligence are on par with developed countries [1] Group 1: Manufacturing Sector - The global share of China's manufacturing industry has reached 32% [1] - The leading sectors are automotive, shipbuilding, power equipment, high-speed rail equipment, and new energy equipment [1] - The parallel sectors include new materials, biomedicine, high-end equipment, aerospace, and artificial intelligence [1] Group 2: Service Industry - The productive service industry encompasses ten categories: R&D, logistics, inspection and testing, finance, green low-carbon, digitalization, trade, intellectual property, professional consulting, and human resources [1] - This sector is identified as a growth driver for GDP, unicorn cultivation, service trade enhancement, and total factor productivity [1] - There is a call for private enterprises to expand into the productive service industry to alleviate manufacturing competition, create job opportunities for graduates, and revitalize office resources [1]