北京至印度海运服务机构实力榜单：广东鼎邦供应链管理有限公司的卓越实践 在全球贸易网络中，北京与印度之间的海运通道是连接中国北方与南亚市场的重要纽带。据行业数据显示，中印 贸易额持续保持两位数增长，海运需求年均增幅达12%，这对海运服务机构的专业能力、资源整合效率及风险应 对水平提出了更高要求。在众多服务机构中，广东鼎邦供应链管理有限公司凭借其数据驱动的运营模式、全链路 服务能力及客户导向的创新策略，成为****企业。 企业基础数据：规模与覆盖能力 广东鼎邦供应链管理有限公司拥有覆盖全球主要港口的物流网络，其中印度航线服务占比达35%，服务客户超 2000家，涵盖制造业、零售业及跨境电商等领域。公司运营的集装箱船队规模达50艘，年运输能力超80万标准箱 （TEU），在印度那瓦舍瓦港、蒙德拉港等核心枢纽的月均靠泊频次达40次，货物周转效率较行业平均水平提升 20%。 通过数字化平台整合，公司实现从订舱、报关到配送的全流程可视化追踪，客户可通过系统实时获取货物位置、 温度及湿度等关键数据。据内部统计，其订单处理时效缩短至2小时内，异常情况响应时间控制在30分钟内，客户 满意度达98.7%。 主营产品与服务：定制化解 ...

已出售船舶指2024年造船协议项下预期正在建造的船号为H2872、运力为14,000TEU的大型集装箱船 舶，其为2025年框架协议及2025年约务更替协议的标的。集团为中国一体化跨境海运物流服务提供商。 经考虑集团就已出售船舶建造支付的成本及已出售船舶的代价，本公司认为2025年框架协议及2025年约 务更替协议项下拟进行的交易是集团提前实现已出售船舶价值的绝佳机会，预计将带来约2010万美元的 净收入。有关收入将补充集团的现金流量，进一步增强其财务稳定性及为集团带来可观的财务收益。 乐舱物流(02490)发布公告，于2025年12月30日，公司附属公司Lehang Boundless与Blue Anchor订立2025 年框架协议，据此，Lehang Boundless应根据2025年约务更替协议将2024年造船协议项下所有权利及义 务约务更替予Blue Anchor，而Blue Anchor则应支付金额为1.70亿美元的总代价，其中6864万美元应支 付予Lehang Boundless。根据2025年框架协议，于同日，Lehang Boundless、Blue Anchor、中船贸易及江 南造船订立2 ...

已出售船舶指2024年造船协议项下预期正在建造的船号为H2872、运力为14,000TEU的大型集装箱船 舶，其为2025年框架协议及2025年约务更替协议的标的。集团为中国一体化跨境海运物流服务提供商。 经考虑集团就已出售船舶建造支付的成本及已出售船舶的代价，本公司认为2025年框架协议及2025年约 务更替协议项下拟进行的交易是集团提前实现已出售船舶价值的绝佳机会，预计将带来约2010万美元的 净收入。有关收入将补充集团的现金流量，进一步增强其财务稳定性及为集团带来可观的财务收益。 智通财经APP讯，乐舱物流(02490)发布公告，于2025年12月30日，公司附属公司Lehang Boundless与 Blue Anchor订立2025年框架协议，据此，Lehang Boundless应根据2025年约务更替协议将2024年造船协 议项下所有权利及义务约务更替予Blue Anchor，而 Blue Anchor则应支付金额为1.70亿美元的总代价， 其中6864万美元应支付予Lehang Boundless。根据2025年框架协议，于同日，Lehang Boundless、Blue Anchor、中船贸 ...

Group 1 - The China International Import Expo (CIIE) emphasizes green and sustainable development, showcasing companies that integrate low-carbon concepts throughout the production and consumption chain [1] - Metro Group highlights its sustainable procurement strategy by presenting traceable products, including MSC-certified tuna cans and FSC-certified packaging [1] - The logistics industry accounts for approximately 9% of China's total carbon emissions, indicating significant potential for green development in logistics and supply chain sectors [2] Group 2 - Nippon Express aims for net-zero greenhouse gas emissions by 2050, recognizing the logistics sector's crucial role in global greenhouse gas reduction [2] - FedEx prioritizes sustainability as a core strategy, targeting carbon-neutral operations by 2040, with initiatives including vehicle electrification and the use of sustainable aviation fuel [3] - FedEx is also focusing on clean energy applications, such as green roofs and solar facilities, and promotes paperless operations and recyclable materials in daily operations [3]

Core Insights - The U.S. container import volume continued to decline in September, with an 8.4% year-over-year drop, marking the largest monthly decline in recent years [1] - The downward trend in container throughput is expected to persist and become more pronounced until 2026, according to industry analysts [1][6] Container Import Trends - In September, the top 10 U.S. ports saw a 6.6% year-over-year decrease in container throughput, contrasting with previous months' trends [1] - The decline in imports is attributed to seasonal demand weakness and cautious sentiment related to tariffs [1][3] - The National Retail Federation (NRF) anticipates a 5.6% decrease in import cargo volume at major U.S. ports in 2025 due to new tariffs [3] Tariff Impact - The implementation of new tariffs has led to a rush to ports in previous months, with September showing a 12.8% drop in empty container imports at the Port of Oakland [3] - The uncertainty surrounding U.S. tariff policies is causing significant economic unpredictability, affecting market demand [4] - The Drury East-West Contract Rate Index fell by 3% year-over-year, indicating a decline in shipping rates [4] Future Projections - The NRF predicts that the last four months of 2025 will see a 15.7% decline in container volume compared to the same period in 2024 [6] - Analysts expect to see double-digit percentage declines in cargo volumes at most U.S. ports in the coming months, continuing into 2026 [6] Global Supply Chain Adjustments - Global supply chain adjustments are occurring faster than anticipated, with manufacturers in countries facing high U.S. tariffs finding alternative markets more attractive [8] - Despite the decline in U.S. container throughput, global container throughput reached record highs in recent months [8] Economic Conditions - High inflation levels and a continuous decline in the manufacturing PMI in the U.S. are suppressing consumer spending, directly impacting container shipping demand from Asia [9] - The Federal Reserve Chairman indicated that additional tariffs could lead to a temporary increase in inflation, affecting consumer prices [9]

Core Insights - The first batch of Vietnamese durians has successfully arrived in Hainan via a new shipping route, providing consumers with fresher tropical fruit experiences [2] - The new shipping method significantly reduces transportation time to 2-3 days, enhancing the freshness and quality of the durians while lowering the loss rate [2] - The collaboration between Hainan Zhongyuan Shipping and Yangpu Customs ensures that import procedures are completed within 24 hours, facilitating efficient logistics for Southeast Asian fruits entering Hainan [2][3] Company Operations - Hainan Zhongyuan Shipping has meticulously organized the entire transportation process, establishing time standards for each stage and preparing for potential issues [2] - The company has achieved seamless coordination among various departments, ensuring efficient operations from booking to customs clearance [2] - Future plans include optimizing service processes and enhancing service quality to support the safe and efficient circulation of fresh products [3] Industry Impact - The new shipping route injects vitality into Hainan's fruit import logistics system and opens a fast track for Southeast Asian fruits, promoting diversification in the tropical fruit consumption market [2] - The initiative is expected to drive the development of agricultural product logistics and regional trade in Hainan [3]

Core Insights - CATL and A.P. Moller-Maersk have upgraded their collaboration to a global strategic partnership, focusing on electrification across the entire supply chain [3][4] - The partnership aims to create a zero-carbon supply chain model by integrating CATL's advanced battery technologies with Maersk's extensive logistics network [3][4] Group 1: Electrification Initiatives - The collaboration will cover various electrification scenarios, including fleet advancement, port microgrids, heavy-duty trucking, and smart warehousing [4] - CATL plans to implement its mature technologies such as lithium iron phosphate, CTP 3.0, sodium-ion batteries, and energy storage systems into Maersk's ecosystem [4] Group 2: Circular Economy and Digital Solutions - The partnership will establish a closed-loop battery lifecycle management system, encompassing shipping, operation, recycling, and remanufacturing [4] - Both companies will jointly develop an energy management platform to monitor carbon emissions, energy consumption, and asset health in real-time [4] Group 3: Strategic Goals and Future Outlook - Maersk's commitment to achieving net-zero emissions by 2040 will be supported by CATL's cutting-edge technologies, transforming electric vessels and trucks from concepts to scalable assets [4] - The new strategic agreement will enable Maersk to tailor resilient supply chain solutions for CATL, enhancing global capacity layout and delivery efficiency [4]

Group 1 - The forum focused on the development of marine economy under the "14th Five-Year Plan," emphasizing the importance of capital empowerment and asset allocation strategies [1][2] - Keynote speakers highlighted the transition of China's marine economy towards intelligence, greenness, and high-end development, with a clear trend towards the integration of production and finance [1] - The event attracted over 200 representatives from enterprises and investment institutions, indicating strong interest in marine economic development [1] Group 2 - A closed-door investment and financing matchmaking session was held to facilitate precise connections between enterprises and investment institutions, focusing on key areas such as marine equipment manufacturing and marine biomedicine [2] - The current phase of China's marine economy is characterized by a shift from scale expansion to quality enhancement, with the capital market playing a crucial role in industry integration and technological innovation [2] - The forum aligned with the national strategy for a strong marine nation, fostering collaboration between the marine industry and financial sectors [2]

Core Insights - The logistics sector in Brunei is experiencing significant growth, with maritime transport volume projected to increase from 33.8 million tons in 2023 to 38.6 million tons in 2024 [1] - The increase in maritime cargo volume is primarily driven by the oil and gas sector and downstream industry projects, alongside a notable rise in traditional freight [1] - Air passenger numbers are expected to rise from 1.2 million in 2023 to nearly 1.5 million in 2024, attributed to an increase in flight routes and frequency [1] Maritime Transport - Brunei's maritime transport volume is set to grow significantly, reflecting the government's efforts to enhance the logistics sector [1] - The growth is largely influenced by the oil and gas industry, which remains a cornerstone of Brunei's economy [1] Air Transport - The number of air passengers is projected to increase substantially due to improved airline routes and increased flight frequency [1] - This growth in air travel is part of Brunei's broader strategy to enhance its transportation and logistics capabilities [1] Strategic Goals - The Brunei government is focused on achieving its "Vision 2035" strategic goals, aiming to boost the contribution of the transportation and information technology sectors to the national GDP [1] - The development of the logistics sector is a key component of Brunei's ambition to become a regional international trade logistics hub [1]

Group 1 - Non-farm payroll numbers fell short of expectations, leading to a significant decline in US stocks last Friday [1] - The Hong Kong stock market opened lower again, with the Hang Seng Index down 0.31%, the National Index down 0.35%, and the Hang Seng Tech Index down 0.66% [1] - Major technology stocks showed mixed performance, with Kuaishou and Alibaba dropping over 1%, while Tencent and NetEase saw slight gains [1] Group 2 - Pharmaceutical stocks in the US experienced a sharp decline following Trump's call to lower drug prices, impacting Hong Kong's biotech sector, where companies like WuXi AppTec and Innovent Biologics saw declines [1] - Automotive stocks continued to decline, with BYD shares dropping nearly 3% [1] - Defensive sentiment increased, leading to a collective rise in gold stocks, with Lingbao Gold and Zhaojin Mining both rising over 3% [1]