从榜单中可以看到，顺丰科技等中国科技企业正在以强大的执行力推动科技落地，成为全球科技浪潮中 不容忽视的"中国力量"。 物流，自古便是商贸的命脉。从丝绸之路的驼队舟楫，到四通八达的海陆空网，物流是社会的基础管 道，串联人、货、场。由此，信息互通有无，万物互联。 如今，物流支撑着全球电子商务市场和制造业体系，成为连接生产与消费、中国与世界不可或缺的基 石。伴随全球贸易不确定性加剧、中国产业与消费需求升级以及企业加速出海，物流体量更是得到爆发 式增长。据中国物流与采购联合会数据，2024年快递业务量为1,745亿件。而在12年前，这一数据仅为 91.9亿件。 于是，社会对现代物流有了更高的期待——效率更快、成本更低、更抗风险。在这背后，需要有更"聪 明"的大脑支撑其运转。2024年11月，中共中央办公厅、国务院办公厅印发《有效降低全社会物流成本 行动方案》，方案明确要推动物流数智化发展，提高全社会物流实体硬件和物流活动数字化水平。 那些扎根行业、致力于提升全链路效率与可靠性的物流科技公司，正在日益成为构建更强大、敏捷、可 持续的全球物流网络的中坚力量。我们看见，复杂路径可以由算法决定，人工智能帮助商家思考补货策 略 ...

Investment Rating - The report maintains a "Positive" investment rating for the logistics industry [12] Core Insights - The logistics industry is experiencing a "DeepSeek moment" with significant technological breakthroughs across various segments, including branch, trunk, terminal, and management [4][7] - The report emphasizes the importance of adopting new technologies to enhance operational efficiency and reduce costs, particularly in the express delivery sector [11][28] Summary by Sections Introduction: The Arrival of the "DeepSeek Moment" in the Logistics Industry - The logistics industry is witnessing substantial advancements due to improved algorithm efficiency and rapid technological iterations, leading to significant breakthroughs in various operational segments [7][18] - Key drivers for these advancements include the massive scale of the Chinese express delivery market, intense competition, and high labor cost ratios [28] Branch Segment: The Growth Year for Unmanned Logistics Vehicles - Leading express companies are initiating a surge in unmanned logistics vehicle orders, driven by reduced core component costs and improved algorithm efficiency [8][33] - The monthly operational cost of unmanned logistics vehicles can be as low as 2000 yuan, significantly lower than the average monthly salary of drivers [33][40] Trunk Segment: Smart Assisted Driving Initiates Mass Production - Smart assisted driving trucks are being deployed on a large scale by leading express companies, addressing safety and cost issues in traditional trunk transportation [9][32] - The potential market space for smart trucks is substantial, with projected sales of 1.03 million heavy trucks in 2024 [9] Terminal Segment: Mode Transformation Drives Cost Reduction - Express companies are innovating their terminal operations to reduce costs significantly, with models like direct linking from transfer centers to terminal stations [10][32] - The report highlights that if the direct link ratio reaches 40%, terminal costs could be reduced by 0.12 yuan per package [10] Management Segment: Digital Decision-Making Promotes Cost Reduction - Leading companies are developing industry-specific AI models to enhance management efficiency and reduce operational costs [10][32] - The integration of big data and AI technologies is driving improvements in decision-making and resource utilization [10] Investment Recommendations: Technological Waves Reshape Logistics Costs - The report recommends prioritizing investments in direct logistics companies and leading express firms, as well as components and operators related to unmanned commercial vehicles [11][32] - Companies like SF Express and Aneng Logistics are highlighted as key players benefiting from these technological advancements [11]