"贸易的未来取决于基础设施的建设。"11月20日，马士基首席执行官柯文胜在马士基临港综合物流 旗舰仓开业盛典上表示，目前全球贸易量的增长速度超过了经济增速，去年全球集装箱运输需求同比增 长约7%，今年增长率预计为4%，足见贸易韧性。 为摆脱传统海运业务的强周期特性，马士基自2017年起加速整合物流与码头业务，向端到端、多渠 道的一体化物流转型。今年第三季度，马士基实现营业收入142亿美元，同比下降9.9%，主要受到海运 板块拖累。尽管公司海运货运量同比增长7%，但由于运价大幅下跌31%，导致海运收入同比下滑18%。 明年亏损，红海复航？马士基加码物流投入 有分析师在业绩电话会议中预测不少班轮公司将在明年陷入季度亏损。柯文胜在红海复航问题上也 明确表态，正密切监控加沙局势，尽管时间尚不确定，红海航线回归的前景正在逐渐明朗。 那么在成本控制及生产率提升方面，马士基在中国的这个最大仓储投资项目又将如何实现其盈利目 标？林森认为，1栋自动化仓库是马士基对全自动仓储运营的一种探索，若概念验证成功，可以在全球 仓储项目中推广；4栋坡道库的层高为12米，空间利用率提高，单位成本就会降低，未来若有需求也有 自动化潜力，且相较 ...

Core Viewpoint - Great Wall Motors is committed to providing efficient, collaborative, and exceptional integrated logistics services for customers [2] Group 1: Company Strategy - The company focuses on the automotive logistics supply chain across all business areas [2] - Great Wall Motors aims to specialize, refine, and strengthen its contract logistics services [2] - The company is also expanding into new logistics business areas [2]

Core Insights - The logistics industry in China shows signs of recovery with a logistics prosperity index of 51.2% in September, marking a 0.3 percentage point increase and reaching a six-month high [1] Group 1: Demand Dynamics - The logistics demand is experiencing a dual boost from both consumer and industrial sectors, indicating a steady release of economic vitality [1] - In the consumer logistics sector, there is a notable rebound in demand driven by the end of summer heat, the back-to-school season, and tourism, with significant increases in orders for fresh food, home appliances, and outdoor activities [1] - The industrial logistics sector is also performing well, with positive demand trends in energy transport, electronic components, pharmaceuticals, and durable consumer goods, reflecting stable operations in supply chains [1] Group 2: Business Performance - Key operational indicators in the logistics industry are improving, showcasing the resilience of market entities [2] - The logistics service price index, employment index, and main business profit index have all shown continuous improvement, with the logistics service price index rising by 0.9 percentage points in Q3 [2] - Enhanced business vitality allows logistics companies to invest more in technological innovation and service upgrades, which in turn boosts industry efficiency and promotes collaboration across the supply chain [2] Group 3: Market Expectations - The logistics industry's new order index expanded to 53.3% in September, with significant increases in new orders across various transport sectors, indicating sustained market demand [3] - The business activity expectation index remains above 55%, reflecting strong confidence in future industry development [3] - Positive expectations among businesses lead to increased investments, hiring, and business expansion, further enhancing economic growth potential [3]

Core Insights - The logistics industry in China shows a significant recovery with a logistics prosperity index of 51.2% in September, marking a 0.3 percentage point increase and reaching a six-month high [1] Group 1: Demand Dynamics - The logistics demand is experiencing a dual boost from both consumer and industrial sectors, indicating a steady release of economic vitality [1] - In the consumer logistics sector, there is a notable rebound in demand driven by the end of summer heat, the back-to-school season, and tourism, with increased orders in categories like fresh food, home appliances, and outdoor activities [1] - The industrial logistics sector also shows positive trends, with strong demand in energy transport, electronic components, pharmaceuticals, and durable consumer goods, reflecting stable operations in supply chains [1] Group 2: Business Performance - Multiple operational indicators in the logistics industry improved in September, including logistics service price index, employment index, and main business profit index, indicating resilience among market players [2] - The logistics service price index rose by 0.9 percentage points in Q3, with both road and water transport service price indices recovering from previous lows, showcasing a positive business environment [2] - Enhanced business vitality allows logistics companies to invest more in technological innovation and service upgrades, which in turn boosts efficiency and promotes collaborative development across the supply chain [2] Group 3: Market Expectations - The new orders index for the logistics industry expanded to 53.3% in September, with significant increases in new orders across various transport sectors, reflecting sustained market demand [3] - The business activity expectation index remains above 55%, indicating strong confidence in future industry growth [3] - Positive market expectations encourage companies to invest, hire, and expand operations, thereby enhancing growth potential and contributing to high-quality economic development [3]