Core Insights - The article emphasizes the strengthening of cooperation between China and ASEAN, highlighting the resilience of their partnership amid global uncertainties and challenges [1][2]. Economic Cooperation - ASEAN has become China's largest trading partner, with trade volume reaching 6.82 trillion yuan, a year-on-year increase of 8.5% [2]. - In the first ten months of the year, trade in agricultural and food products between China and ASEAN amounted to 51.3 billion USD, growing by 8.9% [2]. - The China-ASEAN Free Trade Area has been upgraded to version 3.0, covering nine areas including digital economy, green economy, and supply chain connectivity [4][5]. Cultural Exchange - The China-ASEAN Cultural Exchange Year concluded successfully, with nearly 200 high-level events held to promote mutual understanding and social connections [6]. - Initiatives such as visa exemptions between China and several ASEAN countries have facilitated easier travel and cultural exchange [6]. Future Outlook - Looking ahead to 2026, there is optimism for further strengthening of the comprehensive strategic partnership between China and ASEAN, aiming for a peaceful and prosperous region [7].

点击蓝字 关注我们 目录 CONTENTS 国家能源局：鼓励村镇建设60千瓦以上 "超快结合"充电枪 北京经开区加快打造"北京亦庄·汽车智造 . 创新城" 重庆充电基础设施建设奖励政策重磅出台, 最高奖补300万元 新能源物流车的商业化模式正从单一的车辆销售转 向全生命周期服务 新能源物流从分散协作向高效协同的深度转型案例 · 新能源物流产业链生态建设的路径策略 . 新能源物流行业面临的挑战与机遇 · 光梭未来：1.0纯电重卡发布,以"电智融合" 锚定 干线物流市场 东风新疆：2026合作伙伴大会召开，全年冲击2.5万 · 辆目标 陕汽重卡:2026商务年会召开,营销目标民品冲击 . 年销10万辆 中通客车:2026供应链战略合作伙伴大会召开 乘联分会&科瑞咨询联合发布 新能源商用车周报 (总第0133期 2025年12月第2周) 企业监测 政策法规 市场洞察 政策法规 国家能源局:鼓励村镇建设60千瓦以上"超快结合"充电枪 【科瑞咨询| KERUI CONSULTING KE 近日，国家能源局回应了网民关于优化高速服务区充电服务，进一步推进村镇充电桩建设的诉求。8周 a P 关于高速服务区充电桩 关于在村镇 ...

以绿色物流为纽带，联接城乡生态 从第1季"绿丝带·连接无限"以1辆新能源物流车完成3555公里绿色专线，将低碳送进"无人区"。到第2季· 绿途百美村庄公益行的公益车队将沿"深圳——重庆——四川——云南——贵州"的路线，深入西南乡 村，地上铁始终以新能源物流车为载体，构建起一条条绿色通道。 引言： 地上铁一路简而有道第2季·绿途百美村庄公益行持续进行，最新发布两期纪实视频，以细腻视角呈现公 益车队在西南乡村的探索历程。镜头中，新能源物流车穿梭于青山绿水之间，将物资送进村落，也将特 色农产品与文化带出大山。这场不以声势取胜，却以实效为锚的绿色行动，正是地上铁公益初心的生动 写照。 "简而有道"，是方法也是企业品格 在社会服务层面，地上铁始终响应于社会最需要的时刻。从2016年启动司机慰问活动、2018年抗击台 风"山竹"并建立标准化应急机制，到2020年驰援武汉提供无偿物流服务；从关注残疾人骑行、开展"绿 配中国"艺术计划促进亲子环保教育，到持续助力西安国际马拉松、杭州亚运会、南山半马等大型赛 事。地上铁不断将自身运力转化为社会公共保障能力，积极履行社会责任，展现服务精神。 在安全科普领域，地上铁致力于构建行业共 ...

Core Viewpoint - The modern logistics system is increasingly recognized as a crucial factor influencing the overall efficiency of the national economy, with a focus on improving operational efficiency and reducing logistics costs through policy guidance and infrastructure development [1][2]. Group 1: Logistics Infrastructure Development - The central government has prioritized the construction of logistics infrastructure, resulting in the establishment of 229 national logistics hubs covering 152 cities, achieving comprehensive coverage of the national integrated transportation network [1]. - Innovative models such as multimodal transport and unified documentation systems are being promoted to enhance transportation organization efficiency [1]. Group 2: Comparison with International Practices - International experience shows that logistics cost advantages stem not only from hardware but also from the integration of "soft rules," such as standardized electronic documentation and supply chain finance, which enhance overall efficiency [2]. - China's logistics system has made rapid advancements in hardware and digital applications, but there are still shortcomings in rule integration, standard coordination, and data interoperability [2]. Group 3: Recommendations for Improvement - To enhance "soft connections," it is recommended to establish logistics integration demonstration zones in mature regions like the Yangtze River Delta and the Guangdong-Hong Kong-Macao Greater Bay Area, focusing on mutual recognition of standards and reducing cross-regional operational costs [3]. - For "hard connections," efforts should be directed towards improving weak links in the logistics network, such as connecting hubs and enhancing rural logistics infrastructure [3]. Group 4: Supply Chain Collaboration - Improving supply chain collaboration is essential for stimulating the vitality of business entities, with a focus on cultivating innovative demonstration enterprises in key industries like automotive and electronics [4]. - The adoption of collaborative logistics models and the integration of resources are encouraged to reduce costs and improve operational efficiency [4].

Core Viewpoint - The collaboration between Di Shang Tie and the China Rural Development Foundation represents a significant response to the "Rural Revitalization Strategy," utilizing a green logistics approach to support rural development and enhance the connection between urban and rural areas [3][5]. Group 1: Event Overview - The "Green Journey to Beautiful Villages" public welfare event involves a new energy vehicle team traveling over 5,000 kilometers to seven key villages, delivering goods and promoting green development concepts [3]. - The initiative serves as a practical example of how the new energy logistics industry can integrate into urban-rural collaborative development [3][8]. Group 2: Focus Areas - The event emphasizes the integration of the three industries in rural development, exploring sustainable paths through logistics support for agricultural products, revitalizing intangible cultural heritage, and fostering connections between urban and rural communities [5]. - The initiative aims to create demonstration villages that are strong in industry, beautiful in ecology, rich in culture, dynamic in mechanisms, and prosperous for the people [5]. Group 3: Unique Village Development - The program adopts a tailored approach to avoid homogenization in rural development, focusing on the unique resources of each village, such as the cultural heritage in Baiyan Village [6]. - The goal is to transform local cultural practices into appealing urban experiences, thereby enhancing the value of intangible cultural heritage [6]. Group 4: Future Outlook - The initiative positions rural markets as potential spaces for creating new value rather than merely supplementing urban markets, fostering a vibrant and sustainable rural economy [8]. - The expectation is that increased participation from social forces will lead to more villages achieving the vision of thriving industries, beautiful ecologies, and prosperous residents [8].

Core Viewpoint - The logistics industry in China shows signs of recovery with the Logistics Performance Index (LPI) at 50.7% in October 2025, indicating continued expansion despite a slight month-on-month decline [5][7][9]. Group 1: Industry Performance - The LPI reflects a stable demand in logistics, supported by industrial and consumer sectors, with most sub-indices showing improvement [7][9]. - The warehousing index rose to 50.6%, indicating a return to expansion, with various sub-indices such as business volume and facility utilization also increasing [9][10]. - The express delivery index reached 475.5, up 2.4% year-on-year, driven by e-commerce activities and improved service quality [10][12]. Group 2: Policy Support and Technological Integration - Policies focusing on logistics data interconnectivity and green logistics are being implemented, aiming to reduce logistics costs by 1-2% [11][12]. - The government is promoting the use of new energy vehicles and smart warehousing systems, with companies like JD and SF Logistics accelerating their green logistics initiatives [12][21]. - The integration of technology in logistics operations is emphasized, with companies investing in smart logistics hubs and automated systems to enhance efficiency [22][23]. Group 3: Market Dynamics and Investment Trends - The logistics real estate investment trusts (REITs) are performing well, with an average occupancy rate of 92% and a stable annual distribution rate of 4% [6][26]. - Major logistics firms are actively pursuing mergers and acquisitions to enhance their operational capabilities and market presence [24][25]. - The cold chain logistics sector is experiencing growth, with a 4.72% increase in demand for food cold chain logistics in Q3 2025 [13][18]. Group 4: Company-Specific Developments - SF Holdings reported a revenue of 225.26 billion yuan, up 8.89%, with a net profit of 8.31 billion yuan, reflecting strong operational performance [18][19]. - JD Logistics achieved a revenue of 55.084 billion yuan, a 24.1% increase, despite a decline in net profit due to increased workforce costs [19][20]. - ProLogis and other leading firms are focusing on smart logistics parks and zero-carbon initiatives to drive operational efficiency and sustainability [20][21].

Trade Growth - The Guangxi region has seen a significant increase in exports to ASEAN countries, with a total of 29,000 TEUs shipped as of October 22, 2023, representing a year-on-year growth of 143% [2] - Guangxi's trade with ASEAN has grown from 441 billion yuan in 2010 to over 397.8 billion yuan in 2024, marking an increase of more than nine times [3] - In the first three quarters of 2023, Guangxi's import and export value with ASEAN reached 311.02 billion yuan, up 13.2% year-on-year [3] Industry Transition - Guangxi's exports have shifted from traditional agricultural products and textiles to machinery and new energy products, with machinery and electrical products exports to ASEAN reaching 1,754 billion yuan in 2024, a year-on-year increase of 32.9% [4] - The import value of bulk commodities such as metal ores and pulp has reached a historical high of 178.78 billion yuan in 2024, supporting local manufacturing [4] Infrastructure Development - The Western Land-Sea New Corridor has become a vital economic artery, with container shipments increasing by 70.3% year-on-year in the first three quarters of 2023, totaling 1.09 million TEUs [6] - The container throughput at Beibu Gulf Port reached 7.2481 million TEUs in the first nine months of 2023, reflecting a year-on-year growth of 10.34% [6] Digital and Green Economy Initiatives - The signing of the China-ASEAN Free Trade Area 3.0 agreement emphasizes cooperation in digital and green economies, with Guangxi focusing on cross-border e-commerce and green standards [8] - Guangxi is implementing a negative list for data exit management to facilitate the free flow of data as a new production factor [8] Investment Trends - Over 800 ASEAN companies have established operations in Guangxi, with actual investments nearing 2 billion USD, while more than 500 Guangxi enterprises have invested over 2.7 billion USD in ASEAN [9] - Manufacturing has emerged as a hot investment sector, with international cooperation parks like the China-Malaysia "Two Countries, Twin Parks" serving as models for bilateral investment and capacity cooperation [9]

Core Insights - The logistics operation in China is showing a "steady progress with improved quality and efficiency" trend for the first three quarters of 2025, with stable growth in total social logistics and continuous optimization of demand structure [1][19] Group 1: Logistics Demand - The total social logistics volume reached 263.2 trillion yuan, with a year-on-year growth of 5.4%, slightly down by 0.3 percentage points compared to the first half of the year [2] - Industrial logistics demand remains robust, with a total volume growth of 5.6%, contributing 81% to the overall logistics growth [2] - International logistics demand is recovering, with a 1.0% year-on-year decline in import logistics, but a 3% growth in the third quarter [3] - Unit and resident logistics demand increased by 6.6%, with a notable acceleration to 8.0% in the third quarter [4] - High-end and green logistics demand is growing rapidly, with a 15% increase in recycled resource logistics [6] Group 2: Logistics Supply - The logistics industry total revenue reached 10.5 trillion yuan, with a year-on-year growth of 4.7% [7] - The logistics industry prosperity index averaged 50.6, indicating active logistics activities [7] - Railway logistics saw a cargo volume of 3.91 billion tons, growing by 2.8% year-on-year [8] - Air cargo transport volume increased by 14.0%, with significant growth in international routes [9] - E-commerce logistics showed a business volume index of 132.5, reflecting a continuous optimization of business structure [10] Group 3: Cost Reduction and Efficiency Improvement - Total logistics costs reached 14.2 trillion yuan, with a year-on-year growth of 4.3% [11] - Transportation costs were 8.1 trillion yuan, growing by 4.7%, while storage and management costs also saw increases [12] - Infrastructure investment in logistics grew by 1.1%, indicating strong investment in key logistics areas [13] - Technological innovations and upgrades in logistics are enhancing efficiency and service quality [14][15] Group 4: Price Stability and Resilience - Logistics service prices are stabilizing, with road transport prices showing a slight increase [16] - Despite external challenges, logistics companies demonstrated resilience, with a 4.5% year-on-year growth in logistics business revenue [18] - The overall logistics sector is experiencing a marginal recovery and improvement in operational conditions [18]

Core Viewpoint - The signing of the China-ASEAN Free Trade Area 3.0 upgrade protocol will enhance trade and investment facilitation, mutual recognition of rules, and connectivity of supply chains, providing new opportunities for Guangxi automotive companies to expand into the ASEAN market [1][3]. Group 1: Guangxi Automotive Group's Expansion - Guangxi Automotive Group has delivered its 5,000th vehicle to the ASEAN market, including new energy logistics vehicles and golf carts [1][3]. - The company has achieved an export volume exceeding 200 million RMB by focusing on core ASEAN markets such as Singapore, Malaysia, Vietnam, Thailand, and Indonesia [3]. - Guangxi Automotive Group has established a production base in Indonesia, promoting localized production and supply chain integration [3]. Group 2: Strategic Collaborations and Innovations - The company has formed strategic partnerships with well-known enterprises in Vietnam to promote the export of auto parts for the first time [3]. - Guangxi Automotive Group is actively developing digital marketing channels and utilizing cross-border e-commerce to create new pathways for international expansion [3]. Group 3: Benefits of the Free Trade Area 3.0 - The China-ASEAN Free Trade Area 3.0 will further enhance trade and investment openness, introducing new content in digital economy, green economy, and supply chain connectivity [5]. - The upgrade will reduce tariff and non-tariff barriers, improve cross-border logistics efficiency, and enhance the overall competitiveness of Guangxi automotive products in the ASEAN market [5]. - Mutual recognition of rules and standards will help integrate regional supply chain resources, improving the resilience and collaborative efficiency of the industry [5].

Core Insights - The article highlights the evolution of the electric logistics vehicle industry over the past decade, focusing on the journey of the company "地上铁" (Di Shang Tie) and its founder Zhang Haiying, who recognized the potential of electric vehicles in reducing costs for logistics companies, particularly in urban distribution scenarios [1][3][8] Company Development - Founded in 2015, Di Shang Tie aimed to promote the electrification of urban logistics vehicles, despite the initial lack of market interest and infrastructure [1][3] - The company has developed a comprehensive asset operation solution that includes vehicle leasing, charging, maintenance, and recycling, transforming the logistics vehicle sector into a standardized and efficient operation [1][4] - By 2025, Di Shang Tie operates in over 200 cities with a fleet exceeding 180,000 vehicles, marking significant growth from its early days [2][4] Financing and Valuation - Di Shang Tie has completed nearly 10 rounds of financing, with notable investments from prominent firms such as Ningde Times, leading to a valuation exceeding $2 billion, positioning it as a unicorn [2][4] Market Trends - The penetration rate of new energy logistics vehicles has rapidly increased, with a reported 37.55% year-on-year growth in sales, reaching a penetration rate of 29.19% in the first eight months of the year [8] - The logistics sector is expected to experience a high growth cycle until at least 2030, driven by market demand and technological advancements [8][9] Business Model - Di Shang Tie's business model focuses on providing usage rights and service guarantees rather than vehicle ownership, differentiating it from traditional rental models [5][6] - The company emphasizes a data-driven approach to enhance operational efficiency, reduce costs, and improve vehicle longevity, with a reported 20% reduction in total cost of use (TCU) through its leasing model [6][7] Industry Challenges and Opportunities - The logistics industry is characterized by fragmentation, with a significant number of small logistics providers, creating opportunities for companies like Di Shang Tie to consolidate and optimize operations [4][5] - The shift towards electric logistics vehicles is supported by evolving retail demands and the need for efficient supply chain solutions, necessitating collaboration across the entire logistics ecosystem [9]