2026年3月2日星期一 ➢ 美以空袭伊朗；中国两会前瞻。A股午后 上涨。上证指数收涨0.39%报4162.88点， 深证成指跌0.06%，创业板指跌1.04%。算 力硬件股集体调整，资源股走强。港股单 边 走 强 。 香 港 恒 生 指 数 收 涨 0.95% 报 26630.54点；恒生科技指数涨0.56%；恒生 中国企业指数涨0.51%。科技金融股多数回 暖，生物医药股活跃。大市成交额2884.21 亿港元。外盘方面，欧洲三大股指收盘涨 跌不一，美国三大股指全线收跌，道指跌 1.05%报48977.92点，标普500指数跌0.43% 报6878.88点，纳指跌0.92%。美国和以色 列联手打击伊朗，伊朗最高领袖哈梅内伊 身亡，国际油价应声飙涨。中国两会本周 拉开帷幕，政策重心料聚焦科技本土化、 扩大内需和建设金融强国。 资料来源：彭博 | 26630.54 | 0.95 | 3.90 | 8859.49 | 0.51 | -0.61 | | --- | --- | --- | --- | --- | --- | | 5137.84 | 0.56 | -6.86 | 118.17 | -0.54 | -4 ...

想要在行业"无人区"主导制定第一份国家标准，需要长期的理论探索与深耕实践。近年来，日日顺供应 链将绿色低碳理念贯穿于供应链全流程，打造了涵盖仓储、运输、包装等环节的绿色运营体系。在仓储 环节，其规模化应用的"黑灯作业"智能仓库，通过24小时无人化操作显著降低能耗。在运输环节，构建 以新能源重卡为主的绿色运力网络，年均可减少约1500吨碳排放。在包装环节，创新推出的循环包装解 决方案，有效缓解传统纸箱堆积难题，并降低废弃物处理成本。这些系统性、可复制的低碳实践，为行 业碳排放管理提供了实证依据。 国家"双碳"目标各行各业都在推进，物流行业迫切需要有一套科学管碳、智能减碳的国家标准。由日日 顺供应链牵头的该国家标准，以数字化为核心路径，明确了从排放源识别、数据采集、数字化管理流程 到管理保障的全链条管理框架，覆盖运输、仓储、包装等关键环节，为企业构建统一、透明、可追溯的 温室气体排放数据的数字化管理提供了科学指引。 近日，由日日顺供应链牵头制定的国家标准《物流企业温室气体排放数据的数字化管理指南》正式发 布。据了解，该标准由全国物流信息管理标准化技术委员会（SAC/TC 267）与全国碳排放管理标准化 技术委员会 ...

Core Viewpoint - The article discusses the acceleration of global supply chain low-carbon transformation driven by green trade policies such as the EU Carbon Border Adjustment Mechanism (CBAM) and new battery regulations, highlighting the increasing adaptability of Chinese SMEs as key participants in building a green supply chain [3][4]. Group 1: Regulatory Environment - The EU's major ESG-related regulations include the Corporate Sustainability Reporting Directive (CSRD), CBAM, and product-related regulations, which impose mandatory sustainability reporting requirements on companies [3][4]. - Approximately 70% of Chinese companies disclose information on resource and pollutant emissions, but there is a notable lack of transparency in supply chain and value chain disclosures [3][4]. Group 2: Challenges and Opportunities - The regulations create a fair competitive environment, and if Chinese companies can actively respond and innovate in packaging, logistics, and product design, compliance can be transformed into a competitive advantage [5][6]. - The demand for sustainable products, particularly in public procurement for hospitals and schools, emphasizes the importance of quality sustainability information and ESG data in enhancing competitiveness when selling to EU companies [6][7]. Group 3: Supply Chain Dynamics - Leading companies must engage suppliers in international certifications and sustainability assessments, while also providing training and sharing opportunities to promote global evaluation participation [6][7]. - The green transformation of supply chains is heavily influenced by leading enterprises' requirements, particularly in industries like automotive, chemicals, and textiles [7][8]. Group 4: Market Trends - A notable example is the Chinese smart packaging technology platform, which has achieved significant growth and recognition in the capital market by addressing the demand for refined, green, and intelligent supply chain solutions [8][9]. - The company has established deep collaborations with hundreds of industry leaders and brand clients, promoting the adoption of circular packaging solutions among thousands of upstream and downstream suppliers [9].

Group 1 - The core viewpoint of the news is that Xiangxiang Gongyong has completed a Series F financing round of 130 million RMB to enhance its capabilities in the smart circular packaging sector and implement a global localization strategy [1][2] - The funding will be used to expand the smart manufacturing base and strengthen the company's position in the intelligent circular packaging field [1] - Xiangxiang Gongyong has established partnerships with major industry players, including COFCO, Bosch, Siemens, and Haier, providing tailored circular packaging solutions for over 40 sub-industries [2] Group 2 - The company aims to transform traditional single-use packaging into reusable green infrastructure, helping Chinese manufacturers gain a "green premium" in the global value chain [2] - The introduction of digital monitoring systems allows clients to visualize carbon reduction achievements, enhancing the perceived value of green initiatives [2] - The founder emphasizes the vision of making circular packaging as convenient as using water and electricity, positioning the company as a leading global platform for green circular solutions [3]

Core Insights - The company, Xiangxiang Gongyong, has successfully completed a Series F financing round exceeding 100 million RMB, led by Shenzhen Shidai Bole Investment Management Co., Ltd. with an investment of 130 million RMB [1] - The funds will be primarily used to enhance the full industry chain capabilities in China, expand the smart manufacturing base, and accelerate the implementation of the L4L (Local for Local) global localization strategy to solidify its leading position in the smart circular packaging sector [1] Company Strategy - Xiangxiang Gongyong aims to transform China's mature circular technology into global standards, evolving from a single packaging manufacturer to an industry platform ecosystem builder [2] - The company emphasizes a closed-loop capability defined by "R&D defining standards, manufacturing ensuring delivery, and services creating stickiness," which is seen as crucial for Chinese supply chain enterprises to compete globally [2] Technological and Service Innovations - The company has developed a "full-chain boundaryless" service capability and technological barriers over twelve years, focusing on "technology IPization, service scenarioization, and business platformization" to drive sustainable operations [2] - "Technology IPization" refers to creating differentiated competitive advantages through a comprehensive technology cluster, while "service scenarioization" focuses on addressing real user pain points to embed high-retention service capabilities into supply chains [2] Growth Dynamics - Industry observers note that Xiangxiang Gongyong is building a growth flywheel driven by "technology IPization, service scenarioization, and business platformization," creating a positive feedback loop [3] - The company has developed highly adaptable circular packaging solutions for over 40 niche industries, collaborating with major firms like COFCO, Bosch, Siemens, and Haier, maintaining a 100% customer repurchase rate over the past three years [3] Global Expansion - Xiangxiang Gongyong has established local manufacturing, marketing, and service networks in developed markets such as Europe, America, and Japan, with its international brand HOREN becoming a green supply chain partner for global brands like Unilever and Estée Lauder [3] - The overseas revenue share has surpassed 50%, positioning the company as a representative of "new quality going abroad" in China's circular packaging industry [3]