转自：快递观察家 文 | 快递观察家 又到一年618大战，这一次，快递企业们瞄准了冷链，并且是国际冷链。 近日，中通国际为伊利量身定做了全链条冷链服务，将一车冰淇淋从伊利中国工厂，送到了东南亚国家 柬埔寨，中途不换柜不断冷，冰淇淋到了柬埔寨后，也是由中通冷链负责，配送给各地的商超或者分销 商。 值得一提的是，在配送方面，金边市内的商超或者分销商3小时内就能收到冰淇淋，市外的配送最快可 以次日达。 亿豹网了解到，实际上，中通中柬国际冷链，向海外运送的不止冰淇淋，还包括云南的鲜花、水果、蔬 菜、冻品等，都能进行跨境运输销售。 中通顺丰京东纷纷发力 单就冷链业务来看，中通并不算是行业首发，但胜在投入大且市场反馈良好。 2020年，中通正式启动冷链业务，采用的是直营+加盟模式，2022年底，就已经有了网点1200+，路由 1400条+，区县覆盖60%，2023年覆盖70%，上线中通冷链小零担，确保速度与安全的情况下实施"门到 门"的全程冷链模式。 2024年，中通冷链一站式全场景产品布局初步完成，进入生态冷链协同发展之路。 近日和伊利的柬埔寨合作之旅，进一步证明中通冷链业务已经具备完善的服务能力，且能实现跨境服 务， ...

Core Viewpoint - The company is preparing for its shareholder meeting on May 30, 2025, focusing on maintaining shareholder rights and ensuring efficient proceedings [2][3]. Meeting Procedures - The meeting will follow relevant laws and the company's articles of association, allowing shareholders to exercise their rights to speak, inquire, and vote [2][3]. - Shareholders must present identification and authorization documents for registration [2]. - Voting will be conducted through a combination of on-site and online methods, with results announced on the same day [3][4]. Agenda Overview - The meeting will include the reading of the board's work report for 2024, discussions on shareholder participation, and voting on various proposals [4][5]. - The board's work report will summarize the company's performance and outline plans for 2025, emphasizing safety, operational efficiency, and strategic initiatives [5][6]. Company Performance Highlights - The company has maintained a stable safety record and improved operational efficiency through strategic network optimization and enhanced logistics capabilities [6][7]. - Initiatives include expanding air freight routes, enhancing ground service operations, and developing comprehensive logistics solutions, particularly in cross-border e-commerce [6][7][8]. Strategic Initiatives - The company is committed to supporting national strategies such as the Belt and Road Initiative and enhancing its logistics brand [7][8]. - It aims to deepen reforms, optimize its business structure, and improve governance to achieve high-quality development [8][9]. Financial Proposals - The board proposes a cash dividend of RMB 2.88 per 10 shares, amounting to a total of 10.75 billion RMB for the year, representing 40% of the net profit attributable to shareholders [23]. - The company plans to continue its partnership with Tianzhi International Accounting Firm for auditing services in 2025, with an annual fee of 2.48 million RMB [24]. Governance and Compliance - The board emphasizes the importance of compliance with regulatory requirements and enhancing corporate governance practices [9][10]. - The company has established a safety and environmental committee to oversee risk management and ensure adherence to safety protocols [10][11]. Future Plans - The company aims to strengthen its safety management, accelerate digital transformation, and enhance governance effectiveness in 2025 [16][17]. - It will focus on risk prevention, compliance management, and fulfilling social responsibilities through sustainable practices [18][19].

"快递进村"和电商业务成为快递公司业绩增长的助力。 圆通在财报中表示，报告期内，公司主营快递业务收入主要来源于电子商务用户，业务结构较为集中。如果未来电子商务 行业增速进一步放缓，而公司除电子商务之外的其他业务板块不能实现较快增长从而提高在整体业务结构中的占比，则公 司经营业绩的持续快速增长可能受到不利影响。 圆通财报还提及，跨境消费需求扩容推动国际业务提质增效，伴随"丝路电商""快递出海"等项目的实施落地，国际及港澳 台快件寄递网络日臻成熟。此外，个性化消费需求催生服务场景多元化，消费者对生鲜冷链、即时配送、逆向物流等服务 需求亦快速增长。 除了上述变化，过去一年快递公司也在提高服务质量。2024 年 3 月，新修订的《快递市场管理办法》正式施行，明确按需 投递原则，强化末端服务监管。圆通财报显示，公司在2024年推行按需派送，提高派件履约率，并不断加强虚假签收考核 管控。截至报告期末，公司虚假签收率同比下降近 28%。 近日，多家快递公司发布了2024年财报。从财报数据看，降本增效仍然是今年快递业关注的重点。 此外，"快递进村"和电商业务成为快递公司业绩增长的助力。在技术应用上，快递业逐步推进无人配送技术 ...