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、准确性和完整性依法承担法律责任。 本公告所载2025年度主要财务数据为初步核算数据，未经会计师事务所审计，具体数据以中邮科技股份 有限公司（以下简称"公司"）2025年年度报告中披露的数据为准，提请投资者注意投资风险。 一、2025年度主要财务数据和指标 单位：人民币元 ■ 注：1、本报告期初数同法定披露的上年年末数。 2、以上财务数据及指标以合并报表数据填列，但未经审计，最终数据以公司2025年年度报告中披露的 数据为准。 3、以上数据及指标如有尾差，为四舍五入所致。 二、经营业绩和财务状况情况说明 （一）报告期的经营情况、财务状况及影响经营业绩的主要因素 三、风险提示 （一）公司不存在影响本次业绩快报内容准确性的重大不确定因素。 （二）本公告所载2025年度主要财务数据为初步核算数据，未经会计师事务所审计，具体准确的财务数 据以公司正式披露的经审计后的2025年年度报告为准，敬请广大投资者注意投资风险。 1、报告期的经营情况、财务状况 报告期内，公司实现营业总收入138,548.89万元，同比增长51.8 ...

报告期内，营业总收入同比增长51.88%，主要系智能物流系统项目交付与验收规模同比大幅增加所 致。 中邮科技(688648.SH)披露2025年度业绩快报，公司实现营业总收入13.85亿元，同比增长51.88%;实现归 属于母公司所有者的净利润6.29亿元，实现归属于母公司所有者的扣除非经常性损益的净亏损1.42亿 元。 ...

报告期内，营业总收入同比增长51.88%，主要系智能物流系统项目交付与验收规模同比大幅增加所 致。 智通财经APP讯，中邮科技(688648.SH)披露2025年度业绩快报，公司实现营业总收入13.85亿元，同比 增长51.88%;实现归属于母公司所有者的净利润6.29亿元，实现归属于母公司所有者的扣除非经常性损 益的净亏损1.42亿元。 ...

在城市治理方面，数智化手段显著提升治理效能。扬子江路上，环卫无人机升至百米高空巡航，高清摄 像头结合AI智能识别算法，可精准锁定绿化带隐蔽垃圾、河道漂浮物。 "扬州已梳理形成大批机会场景和能力场景，打造场景供需合作平台，场景建设成效显著。"扬州市委书 记王进健说，将持续发布创新场景"两张清单"，加大企业服务保障力度，以场景培育赋能创新发展。 本报南京2月25日讯（记者薛海燕、蒋波）春节前后，城乡物流迎来高峰。近日，在江苏扬州邗江区方 巷镇，一辆银灰色L4级无人物流车精准避让行人和非机动车后，稳稳停靠在一家便民超市门口。超市 负责人王伟介绍，"每天3趟固定配送，准时又可靠，物流成本降低30%"。 为破解物流行业招工难、成本高、效率低等痛点，去年3月，扬州推动"城域商超无人物流"场景落地， 投入300余台无人物流车穿梭于城乡各类物流节点，构建起覆盖广泛、智能高效的配送网络。 类似的场景在扬州并不鲜见。近年来，扬州加大应用场景建设和开放力度，举办产业科创名城创新场景 发布对接会，亮出109项场景清单；举办应用场景创新生态大会，发布第二批50个应用场景清单，精准 助力产业升级。场景创新正在成为当地产业升级、城市治理现 ...

Group 1 - Hefei Economic and Technological Development Zone has launched a fully unmanned warehousing and logistics scenario in collaboration with partners, marking a significant shift from traditional logistics to an intelligent ecosystem [2] - The implementation features L4 level unmanned heavy trucks and automated forklifts working in perfect coordination, showcasing advanced capabilities such as green wave traffic, automatic lane changing, and blind spot detection [2] - The new logistics model transforms the traditional "people find goods, people wait for vehicles" approach into an intelligent system where "goods find people, data directs vehicles," leading to a new logistics transport system characterized by zero inventory and automated scheduling [2] Group 2 - Hefei Economic and Technological Development Zone focuses on high-end manufacturing and intelligent connected industries, aiming for deep integration of industrial and innovation chains [3] - The region's GDP is projected to grow by 14% by 2025, with imports and exports expected to exceed 200 billion yuan and industrial output nearing 500 billion yuan [3] - The integrated circuit and intelligent connected vehicle industries are both expected to surpass 100 billion yuan in output value, with five "lighthouse factories" established in the area [3]

Regulatory Situation - The Zhejiang Securities Regulatory Bureau issued a warning letter to the company due to irregularities in the use of raised funds and information disclosure issues, which have been recorded in the integrity file of the securities and futures market [2] Project Progress - The company has postponed the completion date of the "Intelligent Conveying and Sorting System Industrial Base Phase V Construction Project" to December 2026 due to uncontrollable factors encountered during the construction process [3] Business Development - On January 21, 2026, the company, in collaboration with Luming Robotics, launched its first heavy-duty embodied robot product as part of its "Intelligent Logistics + Embodied Robot" dual-drive strategy [4] Company Structure and Governance - In November 2025, the company canceled its supervisory board through a shareholders' meeting and revised its Articles of Association, electing Zhuo Xu as the executive director, thereby adjusting its governance structure [5]

Investment Themes - The report identifies several investment themes based on market trends, including "right-side breakout" for Huangjiu, soybeans, and epoxy propylene, which are showing sustained performance [4][10] - "Right-side trends" are noted in sectors such as photovoltaics, power IoT, target materials, new energy equipment, and aluminum, indicating ongoing positive momentum [4][10] - New themes showing signs of stabilization at the bottom include generic drugs, service robots, consumer finance, smart logistics, and electric vehicles [4][10] - Newly identified themes indicating a bottom reversal include lithium hexafluorophosphate, lithium battery electrolytes, and mobile phone batteries [4][10] Right-Side Breakout Opportunities - The Huangjiu index has shown a 5% increase over 20 days, while the soybean index has experienced a 3% increase, indicating potential investment opportunities [11] - The epoxy propylene index has a 12% increase over 20 days, suggesting strong performance in the basic chemical sector [11] Right-Side Trend Opportunities - The photovoltaic index has shown a 13% increase year-to-date (YTD), indicating strong growth potential in the power equipment sector [13] - Other indices such as the BC battery index and the power IoT index have also shown positive trends with YTD increases of 17% and 9%, respectively [13] Bottom Stabilization Opportunities - The CAR-T therapy index and the generic drug index have shown signs of stabilization, with the latter having a 3-day performance of 0% [17] - The electric vehicle index has also stabilized, with a slight increase of 1% over 5 days, indicating potential for recovery [17] Bottom Reversal Opportunities - The mobile phone battery index has shown a 2% increase over 5 days, while the lithium hexafluorophosphate index has a 3% increase, suggesting a potential turnaround in these sectors [19] - The lithium battery electrolyte index has also shown a 3% increase, indicating a positive shift in market sentiment [19]

2026.01. 30 本文字数：2196，阅读时长大约4分钟 作者 | 第一财经 钱小岩 封图 | 迪拜街景（第一财经记者钱小岩摄） 近年来，很多出海中企选择落地阿联酋的迪拜，早已不是新鲜事，当前中企正不断向细分领域进军。 以电动车为例，当前在迪拜街头看到比亚迪、小鹏等中国品牌电动车已经不足为奇，中企还拿到了迪 拜道路与交通管理局（RTA）颁发的自动驾驶试运营和全无人驾驶测试许可，而在不久的将来，无人 配送车也将上路。 7X（阿联酋邮政集团）战略与投资高级执行主管舒凯里（Nasiba Alshukairy）近日向第一财经记者 表示，中国和阿联酋的合作在支持物流行业的创新和数字化转型方面具有重要意义，7X正努力弥合 数字与物理基础设施方面的差距，"因此，两国之间的持续合作有望重塑物流行业的未来。" 在7X分拣中心停放的无人配送车（第一财经记者钱小岩摄） 对于在阿联酋落地的挑战，王永波表示首先是监管适应，目前阿联酋尚无正式的无人物流车法规，企 业同7X一起正在与迪拜道路与交通管理局等机构沟通，同时借鉴新加坡的经验起草法规。此外，王 永波认为文化适应也是中企落地迪拜和阿联酋的一大挑战。 2025年10月，中国企业 ...

中国企业正在实现从技术出海到商业模式落地的关键跨越。 智能物流 在临近迪拜机场的7X分拣中心的院落里，一辆无人配送车正在满载货物进行测试，这辆车的硬件和软 件都来自苏州企业九识智能，它与7X设立合资企业AutoLogiX，专注于将L4级无人物流车及业务推广到 整个中东地区。 中国技术不仅涉及高精尖行业，就算在邮政这样的传统行业如今也在拥抱中国技术。在阿联酋，作为传 统行业的邮政，发展的历史比阿联酋建国历史还长。作为阿联酋名副其实的老牌国企，为了顺应时代的 发展，阿联酋邮政集团在2024年初易名为7X，意为将阿联酋7个酋长国通过物流与世界7大洲相连接。 随着电商和即时配送行业的蓬勃发展，"最后一公里"配送难题越发凸显，无人配送车应运而生。一直以 来，阿联酋的邮政和物流业高度依赖外籍劳工，语言文化差异显著，管理需跨越多重障碍。同时，当地 禁止三轮车上路，给物流的效率和成本增加了很多难题。 九识智能中东负责人王永波向第一财经记者表示，九识智能与7X通过AutoLogiX从园区、仓库内部配送 起步，未来将无人车配送拓展至配送中心间干线运输。无人配送车可以选择深夜出行，客户一早就可以 收货，也可以让出白天宝贵的道路资源 ...

新京报贝壳财经讯（记者程子姣）1月29日，九识智能与菜鸟联合宣布，双方已就无人车业务达成深度 战略整合。菜鸟以自身无人车业务注入、现金投资等方式，成为九识股东，支持九识打造RoboVan（无 人驾驶货车）超级航母。这标志着双方正式开启在RoboVan领域的深度协同。 此次战略合作后，菜鸟自身不再直接生产和销售无人车，将发挥物流场景和生态优势，加大无人车在物 流领域的应用。九识将获得"菜鸟无人车"品牌授权，开启双品牌运营。 校对 柳宝庆 编辑 袁秀丽 ...