新华社北京11月22日电 11月21日,《新华每日电讯》发表题为《无人快递车既要"严守规矩"，还要能"随 机应变"》的评论。 当然，无人车变得更"智能"离不开车路协同的交通环境。通过车路通信系统，实现车与车、车与城市交 通系统的连接。最终，由"交通大脑"整合各种交通数据、优化信号灯配时，并基于法律法规，为每一个 交通参与者提供最优出行建议。 当全社会习惯与无人快递车共行一路、共享便利时，一个造福全社会的智慧交通生态才能够建立。 随着多地无人快递车上路，这种场景也越来越多，有的甚至潜藏安全隐患。比如，有的无人快递车突然 停在路中间或者逆行，把路堵得严严实实；还有的无人快递车遇到晾晒的粮食、倒地的电动车等异形障 碍物时不会避让，造成了轻微事故。南京市高淳区日前约谈两家重点快递企业，要求压实企业交通安全 主体责任，有效防范因无人驾驶快递车辆及从业人员交通违法引发的道路安全风险。 无人快递车有利于提高配送效率、降低物流成本，但它进入城市交通系统后，既要懂得"严守规矩"，还 要有能力"随机应变"。面对一些复杂情况，无人快递车能否安全、合法、高效地进行处置，是其能否有 机融入城市交通生态并实现高质量发展的重要一步。 首先 ...

11月21日,《新华每日电讯》发表题为《无人快递车既要"严守规矩"，还要能"随机应变"》的评论。 《中国日报》报道，一辆无人快递车停在一处封闭道路前，对正在修路的工人重复说着"让一下"，工人 让其右转未果，感慨"听不懂人话"，受到大量关注。 "听得懂人话"不是一个技术层面的要求，是群众希望无人快递车不给交通"添堵"的朴素期盼。它的潜台 词是：无人快递车应该有沟通机制，能够对突发情况进行变通处置。 随着多地无人快递车上路，这种场景也越来越多，有的甚至潜藏安全隐患。比如，有的无人快递车突然 停在路中间或者逆行，把路堵得严严实实；还有的无人快递车遇到晾晒的粮食、倒地的电动车等异形障 碍物时不会避让，造成了轻微事故。南京市高淳区日前约谈两家重点快递企业，要求压实企业交通安全 主体责任，有效防范因无人驾驶快递车辆及从业人员交通违法引发的道路安全风险。 随着技术的发展，无人车等自动化交通参与者有望与传统道路系统更好融合。比如，基于算法的调度系 统能够为快递车队规划最优路径，避免车辆扎堆。通过车车通信技术，无人车之间可以"协商"，避免拥 堵。车辆还可以设置紧急通话系统，允许与后台对话，解决非常规状况。 当然，无人车变得更" ...

Core Insights - The total logistics cost in China for the first three quarters of this year reached 14.2 trillion yuan, with a ratio to GDP of 14.0%, marking a decrease of 0.1 percentage points compared to the same period last year, maintaining the lowest level since statistics began [1] Group 1: Policy and Government Initiatives - The Chinese government is actively promoting cost reduction and efficiency improvement in the logistics industry through various policies, including the issuance of opinions on accelerating the construction of rural logistics systems and action plans to effectively lower logistics costs [1] - Local governments are implementing related policies and measures to enhance transportation efficiency and reduce logistics costs [1] Group 2: Infrastructure and Network Development - In Guangdong, increasing the proportion of railway freight volume and reducing logistics costs across multimodal transport chains are crucial for improving logistics efficiency [2] - The Guangzhou East Rail and Road Intermodal Hub has become a significant logistics hub, with 1,398 international trains dispatched by September this year, valued at 35.15 billion yuan, covering 34 cities in 17 countries [2] - Hubei province is enhancing its infrastructure connectivity, with plans to increase railway freight turnover by approximately 10% by 2027 and an annual growth of around 15% in port container intermodal transport [2] Group 3: Innovations in Logistics Services - The opening of the Qiantang District's Xiasha Port in Hangzhou has established a water transport network covering 13 routes, significantly reducing logistics costs by over 300 yuan per container compared to road transport [3] - The introduction of unmanned delivery vehicles in rural areas has increased delivery frequency and volume, with a 30% year-on-year growth in package deliveries [4] - The integration of transportation resources by the Guangzhou Railway Bureau and customs has improved overall customs efficiency by over 30% [5] Group 4: Financial Innovations Supporting Logistics - Financial institutions in Zhejiang are encouraged to innovate financial products like "freight loans" and "warehouse receipt pledges" to support logistics companies [7] - A logistics company in Shaoxing received a credit of 1.4 million yuan within a week to expand its operations, demonstrating the responsiveness of financial services to market needs [7] - Hubei province is promoting a model that integrates passenger and freight transport to reduce delivery costs, with 71 county-level comprehensive service centers established [7]

Core Viewpoint - The introduction of 11 unmanned delivery vehicles during this year's "Double Eleven" shopping festival significantly improved logistics efficiency in the mountainous region of Chongyang, Hubei, addressing previous challenges of low timeliness and high costs in local logistics [2][4]. Group 1 - The geographical location of Chongyang, situated at the intersection of Hunan, Hubei, and Jiangxi provinces, has historically posed logistical challenges due to inconvenient mountain roads [2]. - The deployment of unmanned delivery vehicles has become the main force in overcoming the "last mile" logistics issues in the area [4].

Core Insights - The "Double 11" shopping festival this year has seen a significant increase in express delivery volume, with a total of 9.895 billion packages delivered, marking a 7.25% increase compared to the previous year [1] - The logistics sector has become more efficient and less chaotic due to the continuous upgrade of smart logistics infrastructure, including AI-driven forecasting and sorting robots [1] Group 1: Delivery Volume and Efficiency - From October 20 to November 9, the total express delivery volume reached 9.895 billion packages, a 7.25% increase year-on-year, while the delivery volume was 9.05 billion packages, up 5.85% from last year [1] - The logistics process has become more relaxed and efficient, with fewer packages piling up at delivery stations and reduced overtime for delivery personnel [1] Group 2: Technological Innovations - The introduction of autonomous delivery vehicles has significantly changed the workflow for delivery personnel, allowing them to focus on other tasks while the vehicles handle long-distance deliveries [2] - The use of 24-hour unmanned delivery stations has addressed time constraints for customers, providing convenience and allowing delivery personnel to allocate more time to other services [2] Group 3: Drone Delivery - In Zhangjiagang, the frequency of drone deliveries has doubled, with daily flights increasing from 6 to 12, significantly improving delivery efficiency for waterway services [3] - The new drone routes have reduced delivery times to as little as 3 to 5 minutes, enhancing service for island residents and lowering logistics costs through green transportation methods [3]

Core Insights - The modern logistics industry in Ju County is experiencing rapid growth, connecting manufacturing enterprises with consumers through an efficient service network that covers both urban and rural areas [4][9] - Innovations such as "unified warehousing and distribution" and "integration of passenger and freight services" have significantly reduced delivery times from two days to three to four hours [4][5] - The logistics hub aims to become a comprehensive logistics center in the northern Henan region, focusing on e-commerce, cold chain, and medical logistics [10][11] Logistics Efficiency - The logistics center in Ju County processes over 300 packages per minute using advanced sorting systems, enhancing efficiency in rural delivery [5][6] - Daily, more than 70 buses operate on "passenger-freight integration" routes, delivering around 10,000 packages to rural areas [6][7] - The introduction of autonomous delivery vehicles has further optimized the last-mile delivery process, reducing operational costs significantly [7][10] Historical Context and Development - Ju County has a rich historical background in logistics, dating back to the Sui Dynasty, which laid the foundation for its current logistics capabilities [9] - The region's strategic location near major transportation routes and infrastructure supports its ambition to become a logistics hub [9][10] Innovative Practices - The "cloud warehouse" model integrates e-commerce and logistics, significantly improving delivery efficiency and reducing replenishment times from 48 hours to 12 hours [11][12] - The logistics center has facilitated the sale of local agricultural products through online platforms, generating significant revenue and supporting rural revitalization [13]

Core Insights - The "Express Delivery into Villages" initiative is significantly enhancing logistics in remote areas, integrating them into the national market and supporting rural revitalization [1][4][12] Logistics Network Development - The coverage rate of express delivery services in villages has reached 95.22%, indicating substantial progress in rural logistics [1][3] - In Gansu Province, the establishment of a comprehensive service station has led to an average of over 1,800 packages being processed daily [2] Policy and Support - The "Express Delivery into Villages" initiative has been supported by government policies since 2014, with a focus on optimizing resource allocation and enhancing service quality [2][3] - The strategic focus for 2023 includes improving service quality and optimizing logistics station layouts [3] Market Dynamics - The rural market is transitioning from a "potential zone" to a "main battlefield," with express delivery volume expected to reach 1,282 billion packages by mid-2025, a 17.8% increase year-on-year [4][11] - The integration of e-commerce and local products is crucial for unlocking rural market potential [10] Technological Innovations - Digital technologies are pivotal in solving the "last mile" delivery challenges, with innovations like smart delivery vehicles and centralized storage systems improving efficiency [6][7] - The introduction of unmanned delivery vehicles has reduced delivery costs by approximately 20% and improved delivery times by 2 hours [6][7] Challenges and Solutions - Despite advancements, challenges such as complex terrain and high operational costs persist, necessitating further investment in infrastructure and technology [7][8] - Addressing information silos and standardizing data formats is essential for enhancing logistics efficiency [8] Future Outlook - The rural logistics market is projected to reach 1,626 billion yuan in 2024, with a significant increase in cold chain logistics from 18% to 32% by 2025 [11] - Continued investment in logistics infrastructure is expected to drive robust growth in rural logistics, supporting economic development [11][12]

Investment Rating - The industry investment rating is "Increase" for companies that are expected to outperform the CSI 300 index by more than 15% [82] - The rating is "Cautious Increase" for companies expected to outperform the CSI 300 index by 5% to 15% [82] - The rating is "Neutral" for companies expected to perform within -5% to 5% of the CSI 300 index [82] Core Insights - The express delivery business volume is projected to reach 128.2 billion pieces by 2025, with a year-on-year growth rate of 17.8% [7][34] - The market share of major express companies shows a gradual increase, with Zhongtong, Yunda, and Shentong leading the market [19][20] - The average single package value has shown fluctuations, impacting revenue growth across the industry [9][41] Summary by Sections Business Volume and Revenue - The express delivery business volume is expected to grow significantly, with a forecast of 128.2 billion pieces by 2025, reflecting a growth rate of 17.8% [7][34] - The revenue from the express delivery sector is also projected to increase, with a notable correlation to the business volume growth [41] Market Share - The market share of major players like Zhongtong, Yunda, and Shentong is expected to evolve, with Zhongtong showing a steady increase in market presence [19][20] - The competitive landscape is characterized by a focus on maintaining market share while navigating pricing pressures [19][20] Profitability Metrics - Profitability is expected to improve, with net profit estimates for major companies indicating a positive trend in the coming years [53] - The net profit elasticity for Zhongtong is projected to be around 9% to 52% over the forecast period, indicating strong growth potential [53] Pricing Trends - The average single ticket price has shown a slight increase, which is crucial for maintaining profitability amidst rising operational costs [41][50] - The pricing strategy will be essential for companies to sustain margins while competing in a price-sensitive market [41][50]

Core Insights - The logistics and express delivery sector in Tibet has experienced significant growth, with express delivery volume increasing from 4.843 million pieces in 2014 to 30.465 million pieces in 2024, reflecting an average annual growth rate of 20% [1] - The implementation of collective transportation and collaboration between postal and express services has notably reduced logistics costs for rural residents, enabling more people to enjoy online shopping [2] - The introduction of new technologies, such as unmanned delivery vehicles, has improved delivery speed and efficiency, allowing for same-day delivery in urban areas [3] - The establishment of smoother logistics channels has facilitated the export of local agricultural products, with the postal and express service network projected to drive sales of Tibetan specialty products exceeding 2 billion yuan in 2024 [4] Group 1: Growth in Express Delivery - The express delivery volume in Tibet has surged from 4.843 million pieces in 2014 to 30.465 million pieces in 2024, with a year-on-year growth of 26% in the first half of the current year [1] - The collective transportation model has led to a 130% increase in inbound packages for Tibet's express delivery services, with over half being collective transport items [2] Group 2: Technological Advancements - The deployment of unmanned delivery vehicles has enabled faster delivery times, with packages now arriving within four days instead of a week [3] - The implementation of smart sorting systems has increased processing capacity to 12,000 pieces per hour, enhancing overall logistics efficiency [3] Group 3: Agricultural Product Export - The logistics network has improved the export of local products, with fresh matsutake mushrooms being delivered nationwide within 48 hours [4] - The postal and express service network is expected to boost sales of Tibetan agricultural products to over 2 billion yuan in 2024 [4]

Core Insights - The logistics and express delivery industry in Tibet has experienced significant growth, with express delivery volume increasing from 4.843 million packages in 2014 to 30.465 million packages in 2024, reflecting an average annual growth rate of 20% [1] - The implementation of collective shipping and advanced logistics technologies has improved delivery efficiency and reduced costs, enabling more residents to enjoy online shopping [2][3] - The development of a robust logistics network has facilitated the export of local agricultural products, contributing to a sales increase of over 2 billion yuan in 2024 [4] Group 1: Growth in Express Delivery - The express delivery volume in Tibet has surged, with a year-on-year growth of 26% in the first half of 2024 [1] - The establishment of a collective shipping center in Sichuan has led to an 80% reduction in shipping costs and a 20% improvement in delivery speed [2] Group 2: Technological Advancements - The introduction of unmanned delivery vehicles has significantly reduced delivery times, with packages now being delivered within four days instead of a week [3] - The implementation of smart sorting systems has increased processing capacity to 12,000 packages per hour, enhancing overall logistics efficiency [3] Group 3: Agricultural Product Export - The logistics network has enabled the rapid delivery of local products, such as fresh matsutake mushrooms, to national markets within 48 hours [4] - The postal and express service network has driven sales of agricultural products in Tibet to exceed 2 billion yuan in 2024 [4]