按照甲方的总体规划，本协议四方合作部分的首期项目预算金额约为捌点柒亿元人民币，四方合作部分 总体预算金额约为壹佰壹拾壹亿元人民币，其中丙方提供的设备及服务约占合作部分的 10%，最终合 同金额将根据各项具体最终协议确定。 四方同意，基于下列原则展开进一步讨论，并探索共同推进项目的可能性：A、公司作为主系统集成 商，牵头与丙方共同组成技术团队，为甲方提供全面、专业的技术咨询和整体解决方案。负责智能仓储 系统中由其提供的设备和系统的技术先进性、可靠性和最终集成效果。积极配合甲方进行市场推广活 动，提供必要的技术支持和宣传材料。在海南省成立子公司以保障整个项目前期配合和交付后的售后维 保及时性，对在合作过程中知悉的甲方和丙方的商业秘密和技术秘密承担保密义务。B、遨博山东作为 协作机器人技术合作伙伴，与乙方紧密协作，为项目提供先进的机器人自动化解决方案和技术支持。负 责其提供的协作机器人产品及解决方案的性能、质量及售后服务。积极配合甲方和乙方进行市场推广活 动，提供必要的技术支持和宣传材料。对在合作过程中知悉的甲方和乙方的商业秘密和技术秘密承担保 密义务。C、大炎投资负责提供项目的详细需求、目标、场地基本信息等。负责 ...

合作资产管理总规模超150亿元，菜鸟与中国人寿深度绑定 据了解，本只基金吸引了多元化的机构投资人参与，除菜鸟及中国人寿外，还包括申通快递、友邦人 寿、中宏人寿、财信人寿共同投资，充分体现了产业资本与长期资金对现代物流基础设施价值的高度共 识。 本次合作并非偶然，而是来自双方此前的合作积淀。据了解，菜鸟与中国人寿已在仓储物流基础设施领 域成功展开了两次合作，合作资产管理总规模超150亿元。凭借菜鸟的资产运营和管理能力，相关资产 运营整体表现符合预期，为投资人创造了可持续的价值回报。 【大河财立方 记者 丁洋涛】现代物流基础设施正成为险资不动产投资"新宠"。11月24日，记者从菜鸟 方面获悉，近日，菜鸟与中国人寿再度深化战略合作，共同设立一只投资总资产规模超17亿元人民币的 仓储物流投资基金。记者了解到，该基金重点投向长三角及长江中游核心城市的高标准仓储物流基础设 施，致力于打造智能化、绿色化、高效率的现代物流节点网络。目前河南还不在其投向地域范围。 当前，我国物流仓储行业正处于高质量发展的关键阶段，电商行业的稳健发展与国家政策的系统性引导 共同构成了现代物流基础设施建设与升级的核心驱动力。据了解，本次基金投资的 ...

(本文来自第一财经) 近日，菜鸟与中国人寿再度深化战略合作，共同设立一支投资总资产规模超17亿元人民币的仓储物流投 资基金。该基金重点投向长三角及长江中游核心城市的高标准仓储物流基础设施，致力于打造智能化、 绿色化、高效率的现代物流节点网络。本支基金吸引了多元化的优质机构投资人参与，除菜鸟及中国人 寿外，还包括了申通快递、友邦人寿、中宏人寿、财信人寿共同投资。 ...

投资者关系活动记录表 编号：2025-019 | | 特定对象调研 ☐ | 分析师会议 | | --- | --- | --- | | | ☐ 媒体采访 ☐ | 业绩说明会 | | 投资者关系活动类别 | ☐ 新闻发布会 ☐ | 路演活动 | | | ☐ 现场参观 | | | | 其他（请文字说明其他活动内容） ☐ 国信证券股份有限公司佛山分公司：纪向珣、唐嘉炘、朱 | | | | 敏菁、张文静、冯达和、陈燕芝、李淑援、杨泽琦、张晓 | | | 参与单位名称及人员姓 | 燕 | | | 名 | 个人投资者：刘少楠、朱明朝、邢杰、吴思亮、林伟焓、 | | | | 冯成、吴宏接、张芳、何嘉欣、黄理平、陈少锋、甘小强、 | | | | 钟倩贞、夏振、袁新鲜、陈立权、陈波 | | | 时间 | 2025年11月19日 10:30-11:30 | | | 地点 | 公司会议室 | | | 上市公司接待人员姓名 | 董事会秘书 裴爽 | | | | 证券部工作人员：李洲全、罗富邦 | | | 投资者关系活动主要内 | 1、公司是否有参与有色金属贸易业务？ | | | | 答：公司为独立的第三方物流仓储公司，主营业务为物 ...

Core Viewpoint - The company has developed a "Quality Improvement and Efficiency Enhancement Return" action plan for 2025, aiming to explore diversified market value management tools to enhance shareholder returns while ensuring long-term sustainable development [1] Group 1 - The company is committed to creating better returns for shareholders and enhancing company value [1] - The action plan emphasizes the importance of boosting market confidence [1]

Core Insights - The Heihe Logistics Cloud Valley and Beian International Land Port officially commenced operations on November 15, marking a strategic transformation for Beian from a "geographical center" to a "functional center" [1] - The new logistics hub is expected to inject strong momentum into the economic development of the northern Heilongjiang region and reshape the regional commercial geography [1] Group 1 - The International Land Port features a bustling environment with smart scanning devices and busy workers handling goods, showcasing the vibrant activity of this comprehensive logistics hub [3] - The merchant occupancy rate at the port has reached 100%, covering a wide range of categories including fruits, vegetables, grains, seafood, snacks, and daily necessities [3] Group 2 - The project focuses on "functional integration," creating a comprehensive service platform that includes smart warehousing, bulk commodity distribution, agricultural product processing, trade transactions, and delivery [5] - The logistics park is equipped with a cold chain storage and distribution center with a total capacity of 12,000 cubic meters, allowing for precise temperature control across multiple zones [5] - The layout includes 59 vegetable trading stalls and 38 fruit trading stalls, along with an 8,000 square meter bulk commodity area, establishing a full-chain service system from storage to smart delivery [5] - By optimizing logistics resources and transportation routes, the International Land Port is expected to reduce logistics costs for merchants and decrease product loss, leading to a reduction in consumer prices by approximately 10% [5] Group 3 - The modern logistics hub serves as a "logistics heart" for Beian, covering a radius that includes 17 cities and counties, 11 farms, and serving nearly 3 million people [7]

Core Points - A fire broke out at the E-Land logistics center in Cheonan, South Chungcheong Province, South Korea, on November 15, with alarms sounding around 6 AM and smoke visible until 2 PM local time [1][4] - The logistics center contained a large amount of goods, including clothing, which may prolong the burning [4] - Local residents received multiple alerts advising them to close windows and avoid going outside due to potential toxic smoke [7] Summary by Sections - **Incident Details** - The fire started early in the morning and continued to produce significant smoke throughout the day [1] - Six helicopters and approximately 170 firefighters were deployed to combat the fire for over five hours [4] - **Impact on Residents** - Residents living within 3 kilometers received multiple alerts about the fire, with instructions to protect crops from potential toxic smoke [4][7] - A local student reported that the smoke was so thick it obscured the sunny weather, creating a gloomy atmosphere [7] - **Firefighting Efforts** - Despite the presence of many fire trucks, there was a lack of visible firefighting activity on the ground, raising concerns about the effectiveness of the response [7] - As of 2 PM, there were no reported injuries related to the fire [7]

Core Insights - The Jingping Comprehensive Logistics Hub in Pinggu District is set to complete a high-standard warehouse of 3.1 million square meters by the end of this year, which will account for half of the city's high-standard warehouse area [1][2] - The hub has been recognized as a key component of the national logistics hub network, aiming to enhance logistics efficiency and support the capital's logistics infrastructure [2] Group 1 - The Jingping Comprehensive Logistics Hub's total planned area is 8.7 square kilometers, covering multiple towns in Pinggu District and parts of Hebei Province [1][2] - The hub has already attracted over 1,000 supply chain enterprises, including major players like Cainiao, contributing to the availability of various consumer goods in Beijing [2] - During this year's Double Eleven shopping festival, the hub received approximately double the usual number of orders, indicating strong demand and operational capacity [1] Group 2 - Pinggu District is actively developing a modern logistics backbone network, which includes a combination of urban warehouses, front warehouses, and end-point distribution centers [2] - Plans are in place to construct quick turnover front warehouses in locations such as Liuliqiao and Zhaogongkou, with the Zhaogongkou front warehouse expected to be operational by the end of December this year [2] - The logistics hub aims to improve last-mile delivery efficiency, ensuring that goods are quickly redistributed from the hub to these front warehouses for timely delivery to consumers [2]

Group 1 - The company, Dongbai Group, primarily engages in commercial retail and warehousing logistics, aiming to meet the infrastructure and operational service needs in commercial consumption scenarios and logistics warehousing scenarios [1] - As of the date of the announcement, the company's business activities and operations are normal, with no significant changes in its main business [1] - The external market environment and industry policies have also not undergone significant changes [1]

Core Insights - The Pinggu District has achieved an average annual GDP growth of 8.2% over the past five years, ranking first in Beijing and among the top 60 in national rural revitalization efforts [2][3][4] - The district is focusing on six key dimensions, including agricultural technology breakthroughs and ecological value realization, to accelerate the construction of a national agricultural science and technology innovation port [2][4][7] Economic Performance - The district's GDP has grown at an average rate of 8.2% annually, with public budget revenue increasing by 12.3% per year and fixed asset investment maintaining a leading position in the city [3][4] - Pinggu's ranking in national rural revitalization has improved to 58th, up 20 places from the previous year [3] Industry and Technology Development - Pinggu has made significant advancements in agricultural technology, including the development of the "Fengxin No. 1" DNA chip and the first exports of domestic breeding chickens and eggs [3][4] - The district is establishing the largest logistics warehousing cluster in the city, with plans to complete 3.1 million square meters of high-standard warehouses by the end of the year [3] Talent Attraction - The district has implemented policies to attract talent, resulting in 13 academicians and 411 PhDs settling in the area, along with the establishment of 117 "PhD farms" and 32 technology small courtyards [4] Business Environment and Policies - Pinggu has introduced 20 enterprise-friendly policies across four categories, including financial support and incentives for new projects, to enhance the business environment [5][6] - The district aims to provide a comprehensive service system for enterprises, ensuring that benefits reach businesses efficiently [5][6] Emerging Sectors - The pet economy is identified as a new growth driver, with the establishment of the city's first pet economy industrial park and plans for international pet expos to promote the sector [6][7] - Upcoming events include an international pet expo in December and the 2026 Global Reptile Summit, aimed at integrating the pet economy with leisure tourism [6][7] Future Development Plans - Pinggu plans to focus on six dimensions during the 14th and 15th Five-Year Plans, with the national agricultural science and technology innovation port as a core initiative [7] - Future projects include the establishment of an agricultural new quality productivity incubation center and international cooperation initiatives [7]