Core Viewpoint - PostNL announced a new strategy aiming for a normalized EBIT of over 175 million euros ($208 million) by 2028, focusing on sustainable growth [1] Group 1 - The company presented its strategy during the Capital Markets Day [1] - The target EBIT reflects a commitment to enhancing operational efficiency and profitability [1] - The vision includes driving sustainable growth in the logistics and postal services sector [1]

Core Insights - The Universal Postal Union (UPU) has launched its first AI agent for analyzing postal network development data, currently being tested at the 28th UPU Congress in Dubai [1] - The AI agent operates on UPU's unified data platform, integrating all relevant big data and other data sources to enhance postal development [1] - The initiative aims to provide recommendations for policy, regulation, and operational changes to improve postal coverage and reliability at the national level [1] Group 1 - The AI agent is designed to help postal networks utilize vast amounts of data to improve customer service and maintain the status of postal services as reliable public service providers [1] - UPU economist José Anson emphasized that without developing an AI agent ecosystem, postal logistics companies cannot maintain a competitive edge [1] - The unified data platform and AI agent will operate under the top-level domain ".POST" with a strict data governance framework [1] Group 2 - Member countries will have complete control over their data, including whether and how it is shared within the network, facilitated by the platform's permissions and licensing settings [1]

Group 1 - The core point of the news is the significant impact of the U.S. government's decision to eliminate the $800 tax exemption on imported packages, leading to a drastic reduction in cross-border e-commerce and severe disruptions in the global postal network [1][3] - The new policy has resulted in 81% fewer packages being sent to the U.S. since its implementation, causing 88 global postal operators to suspend or limit their services to the U.S. [1][3] - The policy change is seen as a major shift in U.S. trade policy, previously allowing tax-free entry for packages under $800, which the government now views as a "trade loophole" [3] Group 2 - Small and medium-sized enterprises (SMEs) that rely on low-cost cross-border goods are facing a survival crisis, with some reporting order interruption rates as high as 60% [5][7] - Analysts estimate that SMEs could face over $71 billion in increased costs due to the new policy, with the average package value around $48, significantly impacting their already thin profit margins [7] - Business owners are left with difficult choices: absorb the costs or pass them on to consumers, leading to potential price increases [7] Group 3 - U.S. consumers, particularly low-income families, are indirectly affected by the policy change, experiencing price increases of up to 50% on essential goods [8][10] - The time for customs clearance has increased from 1-2 days to over a week, causing families to stockpile low-cost essentials, exacerbating supply shortages [10] Group 4 - The global logistics chain is severely disrupted, with European postal warehouses experiencing significant backlogs, such as Spain's daily accumulation of 30,000 packages [10][15] - Major logistics companies like DHL and La Poste have suspended commercial package services, leading to a breakdown in the global supply chain [10][15] Group 5 - The Universal Postal Union has launched a cost calculator API to help postal services estimate tariffs, but many countries are still suspending services due to unclear tax details from the U.S. [12][14] - The overseas warehouse model is emerging as a more effective solution, allowing goods to be shipped in bulk to the U.S. to avoid cross-border tariffs and reduce logistics time [12][14] - The global trade landscape is changing, with increasing interest in markets in Southeast Asia, the Middle East, and Africa, as companies adapt to the new trade environment [15]

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不 負 責，對 其 準 確 性 或 完 整 性 亦 不 發 表 任 何 聲 明，並 明 確 表 示，概 不 對 因 本 公 告 全部或任何部分內容而產生或因依賴該等內容而引致的任何損失承擔任何責 任。 Minieye Technology Co., Ltd （於中華人民共和國註冊成立的股份有限公司） 深圳佑駕創新科技股份有限公司 （股份代號： 2431） 自願性公告 簽署無人物流與公交領域合作框架協議 根 據 合 作 協 議，三 方 將 以 各 自 核 心 資 源 與 渠 道 優 勢 為 基 石，以 業 務 協 同 為 紐 帶，深 度 挖 掘 跨 領 域 合 作 切 入 點，構 建 長 期 穩 定、互 惠 共 贏 的 戰 略 合 作 夥 伴 關 係。合 作 將 圍 繞 四 大 方 向 推 進： 1. 勞 動 用 工 協 同 創 新：建 立 跨 行 業 人 力 資 源 共 用 平 台，推 動 三 方 員 工 技 能 互 通 與 崗 位 柔 性 流 動，實 現 人 力 價 值 再 創 造。 – 1 – 簽訂合作協議的理由及裨益 三 方 在 相 關 領 ...

Group 1 - Mexico has announced the suspension of all postal and package delivery services to the United States due to the U.S. government's decision to end tax exemptions for imported packages valued at $800 or less starting August 29 [1][2] - The suspension will remain in effect until a new operational process is clarified, with ongoing discussions between Mexico and U.S. authorities to establish a mechanism for orderly service restoration [1][2] - A total of 25 countries, including Germany, Australia, Canada, Japan, and New Zealand, have also suspended their postal services to the U.S. in response to the upcoming tax policy changes [1][2] Group 2 - The new U.S. tax policy is expected to create significant challenges for low-income groups in the U.S. and further complicate logistics for transportation companies [3] - The implementation of the new customs declaration requirements has led to various postal services, including those in Bulgaria and South Korea, to halt their package delivery to the U.S. [2]

Group 1 - Mexico has announced the suspension of all postal and package delivery services to the United States effective immediately due to new U.S. regulations on small package imports [1] - The U.S. will stop providing tax exemptions for imported packages valued at $800 or less starting August 29, requiring all small packages to pay applicable taxes [1] - The suspension will last until a new operational process is clarified, with ongoing dialogue between Mexico and U.S. authorities to establish a mechanism for orderly service restoration [1] Group 2 - As of August 26, 25 countries have suspended package deliveries to the U.S. due to uncertainties related to the new U.S. regulations [1] - South Korea has also suspended EMS services to the U.S., with users now required to use UPS for package delivery, incurring customs duties [2] - Several European countries and others like Australia, India, and Japan have similarly announced suspensions of package deliveries to the U.S. in response to the new customs measures [2] Group 3 - An analysis report from the Cato Institute indicates that the U.S. government's cancellation of tax exemptions for small imports will significantly harm low-income groups and complicate logistics for transport companies [2]

Group 1 - The Russian Post announced the suspension of parcel services to the United States starting August 26 due to tariff issues, while regular letter services remain unaffected [1] - Bulgaria's postal service has also suspended all shipments to the U.S. due to changes in U.S. customs clearance measures, which now require electronic pre-declaration data to be sent to U.S. postal operators [2] - From August 29, the U.S. will no longer provide tax exemptions for imported packages valued at $800 or less, meaning all small packages will incur applicable taxes [3] Group 2 - The Universal Postal Union reported that 25 countries have announced the suspension of parcel shipments to the U.S. due to uncertainties related to the new U.S. regulations [4] - South Korea's postal service has suspended EMS shipments to the U.S., allowing only UPS for parcel delivery, with customs duties to be borne by the recipient [5] - Several European countries, along with Australia, India, Japan, Thailand, and Singapore, have also suspended parcel shipments to the U.S. in recent days [7] Group 3 - An analysis from the Cato Institute indicates that the U.S. government's removal of tax exemptions for small imports will significantly impact low-income groups and further complicate logistics companies, leading to serious implementation challenges [7]

Core Points - At least 25 countries have decided to suspend parcel delivery services to the United States due to concerns over the impact of tariffs announced by President Trump [1] - The new regulations will require postal operators to collect duties in advance on packages sent to the U.S., causing significant operational changes for global postal operators [1][2] - The Universal Postal Union (UPU) is working to assist member countries in addressing the impacts of the new regulations on postal logistics [2] Group 1 - The U.S. government announced the cancellation of tax exemptions for small parcels entering the country starting August 29, leading to widespread responses from postal services in countries like France, the UK, Germany, Italy, India, Australia, and Japan [1] - The UPU has warned that the new U.S. regulations will create major operational changes for global postal operators, with a focus on the urgent timeline and the impact on e-commerce deliveries [2] - The Indian Ministry of Communications noted that the mechanisms for collecting and remitting duties under the new regulations remain unclear, raising concerns about the implementation process [1] Group 2 - Under the new rules, personal customers can still send documents and gifts valued at up to $100 tax-free, but items exceeding this value will be taxed at rates applicable to other imported goods from their country of origin [2] - DHL has warned that even tax-exempt items will be subject to additional inspections to prevent misuse for commercial purposes [2] - The UPU is collaborating with U.S. authorities to ensure that operational requirements of the new measures are effectively communicated to other member countries [2]

Core Insights - China Post has officially launched its second international commercial collection center in Zhengzhou, marking it as the only one in Central China [1] - The Zhengzhou commercial collection warehouse, covering an area of 4,000 square meters, has a daily processing capacity of 200,000 orders and offers expedited customs clearance within 48 hours [1] - The newly inaugurated Zhengzhou-Huanghua Port international express line connects Zhengzhou to Los Angeles, reducing transportation costs by over 20% and providing a shipping time of 16 days [1] Summary by Sections - **Location and Infrastructure** - The collection center is located in the Henan Free Trade Logistics Center within Zhengzhou Economic Development Zone [1] - The center was approved in August 2024 and took one year to complete [1] - **Operational Capabilities** - The facility integrates international line processing, cross-border collection, and overseas warehouse transit [1] - It enables cross-border enterprises in Zhengzhou and Henan to operate globally without leaving the province [1] - **Logistics and Cost Efficiency** - The Zhengzhou-Huanghua Port line features a weekly shipping schedule, with goods processed at the collection center and transported to Huanghua Port for maritime shipping to the U.S. [1] - This innovative model combines fast shipping times with lower costs, addressing the challenges faced by inland enterprises in accessing maritime routes [1]

Core Viewpoint - The United States will suspend tax exemptions on imported packages valued at $800 or less starting August 29, which is expected to create significant challenges for logistics companies and adversely affect low-income groups in the U.S. [3][4] Group 1: Impact on International Shipping - As a result of the new U.S. regulations, 25 countries have announced a suspension of package shipments to the U.S. due to uncertainties related to shipping services [3]. - Russia's postal service has stopped accepting goods for mailing to the U.S. since August 26, citing issues related to customs duties [3]. - Bulgaria's postal service has also suspended all shipments to the U.S. due to changes in customs clearance measures [3]. - South Korea's postal department has halted EMS shipments to the U.S., allowing only UPS services, which require recipients to pay the applicable duties [3]. Group 2: Broader International Response - Several European countries, including France, Germany, Italy, and Spain, along with Australia, India, Japan, Thailand, and Singapore, have also suspended package shipments to the U.S. in recent days [3]. Group 3: Domestic Implications - The Cato Institute's analysis indicates that the removal of tax exemptions for small imports will significantly harm low-income groups in the U.S. and exacerbate challenges for logistics companies [4]. - The implementation of the new tax measures is expected to face serious operational issues [4].