岑浩辉行政长官向南光物流颁发工商功绩勋章，张清代表南光物流接受授勋。作为扎根澳门以民生业务为主的综 合物流企业，南光物流自成立以来始终与澳门同心同行，在特区政府的悉心指导、澳门市民的大力支持下，从保 障市民餐桌到筑牢应急防线，从服务本地民生到助力湾区融合，公司始终以谦逊务实的态度，践行"用最好的回报 社会"的企业宗旨，落实"根植澳门、融入内地、拓展海外"的战略布局，为保障和改善澳门民生、助力澳门经济适 度多元发展、促进澳门融入国家发展大局提供坚实支撑。此次南光物流获得授勋，是特区政府与社会各界对南光 物流深耕澳门、服务澳门的高度认可和充分肯定。 荣誉是鼓励，更是鞭策。南光物流将以此荣誉为动力，持续强化民生供应链韧性，提升冷链物流、跨境运输及智 慧物流服务效能，带头增进澳门民生福祉、促进澳门经济适度多元发展、积极参与横琴粤澳深度合作区建设，以 更专业、更高效的服务回馈市民与社会，为澳门特色"一国两制"成功实践行稳致远贡献南光力量。 2026年1月30日，澳门特别行政区政府于澳门文化中心举行2025年度勋章、奖章和奖状颁授典礼。行政长官岑浩辉 向28名人士或实体代表颁授勋章、奖章和奖状，表彰他们在个人成就、社会贡 ...

格隆汇2月12日丨厦门空港(600897.SH)公布，2026年2月12日，公司与翔业集团签署《元翔（厦门）国 际航空港股份有限公司与厦门翔业集团有限公司关于厦门兆翔智能科技有限公司之股权转让协议》，公 司以自有资金收购翔业集团持有的兆翔科技100%股权。本次交易完成后，兆翔科技将成为公司的全资 子公司并纳入合并报表范围。本次交易金额为人民币119,300.00万元，与账面值相比的溢价为 228.58%。 根据厦门市规划部署，厦门翔安国际机场计划于2026年底正式投入使用，厦门空港所运营的厦门高崎国 际机场将同步关闭，届时不再作为民用运输机场使用。根据相关政府主管部门的批复，翔安国际机场的 立项、建设主体均为公司控股股东翔业集团，相关资产的所有权人亦为翔业集团。新机场转场后，翔安 国际机场是否由上市公司运营，尚在研究论证阶段。 为积极应对新机场转场后上市公司机场主业持续经营存在的不确定性，同时积极响应国家鼓励上市公司 向新质生产力方向实施转型升级的号召，紧密围绕航空产业链开展新业务布局，公司拟以自有资金收购 公司控股股东翔业集团旗下优质资产兆翔科技100%股权。 兆翔科技聚焦民航信息化、智慧物流及低碳转型等业 ...

（文章来源：第一财经） 厦门空港晚间公告，拟以现金方式收购公司控股股东翔业集团的全资子公司厦门兆翔智能科技有限公司 100%股权，交易金额为11.93亿元。本次交易构成关联交易，但不构成重大资产重组。交易尚需提交公 司股东会审批，最终能否完成尚存在不确定性。兆翔科技是一家聚焦民航信息化、智慧物流及低碳转型 等业务的公司，具备较强盈利能力及大型枢纽机场核心生产系统自主研发能力。本次交易将增强公司持 续盈利水平与抗风险能力，推动公司业务向民航智能化等新兴领域延伸拓展。 ...

Investment Rating - The report indicates a positive outlook for the transportation sector, with specific recommendations for companies such as SF Holding and China Southern Airlines [2][4]. Core Insights - The express delivery sector experienced a year-on-year growth of 2.3% in December, with major companies benefiting from price increases due to reduced competition. The total express business revenue for 2025 reached 1.5 trillion yuan, a 6.5% increase year-on-year [2]. - The logistics sector is seeing improvements with DSV's integration of DB Schenker progressing ahead of schedule, and a focus on smart logistics is recommended for Hai Chen Co. [3]. - The aviation sector is witnessing a slight decrease in flight volumes, but ticket prices are expected to rise due to supply constraints from manufacturers. Recommendations include China National Aviation and China Southern Airlines [4]. - The shipping sector shows a mixed performance, with container shipping rates declining while oil transport indices are on the rise, indicating a potential increase in oil transport demand [5]. - The road and rail sectors are showing stable growth, with significant increases in truck traffic on highways and a notable rise in the dividend yield of major public road operators [6][79]. Summary by Sections 1. Transportation Market Review - The transportation index rose by 1.8% during the week of January 31 to February 6, 2026, outperforming the Shanghai Composite Index by 3.2% [1][13]. 2. Industry Fundamentals Tracking 2.1 Shipping Ports - The export container shipping index (CCFI) was reported at 1122.15 points, down 4.5% week-on-week and down 20.7% year-on-year. The Shanghai export container shipping index (SCFI) was at 1266.56 points, down 3.8% week-on-week and down 33.2% year-on-year [21]. 2.2 Aviation Airports - In December 2025, civil aviation passenger volume reached 60.6 million, a 6% increase year-on-year, with domestic routes showing a 6% increase and international routes a 9% increase [56]. 2.3 Rail and Road - In December 2025, national railway passenger volume was 323 million, up 8.52% year-on-year, while road freight volume was 3.797 billion tons, up 0.62% year-on-year [77][79].

打造琼南区域规模领先的智慧物流基地 京东物流（陵水）智能物流港项目加快推进 "项目建成后，将从根本上改善琼南区域物流基础设施条件，大幅提升区域物流运作效率。"京东物 流（陵水）智能物流港项目相关负责人表示，项目不仅能助力陵水热带特色高效农业向高附加值转型， 还将整合区域物流资源，补齐陵水及海南南部农产品冷链物流短板。（记者 王迎春） 2月2日，位于陵水黎族自治县文罗镇文罗产业园三期的京东物流（陵水）智能物流港项目分拣厂房 顺利封顶，标志该项目建设取得关键性进展，也让琼南区域智慧物流基础设施建设"再进一步"。 作为陵水打造现代物流体系的重点项目，京东物流（陵水）智能物流港项目兼具智慧化与绿色化双 重优势，深度契合海南自贸港"智慧引领、绿色低碳"的现代物流业发展原则。项目将应用自动化分拣、 立体仓储等节能设备，单位货物能耗较传统仓库降低30%以上；同时推广新能源配送车辆，构建绿色运 输体系，实现从仓储到配送全链路降低碳排放。在物流运输方面，项目与海航货运达成战略合作，打 造"陆空结合"的高效物流运输体系，将实现陵水生鲜农产品对全国主要城市"24小时达"。 据了解，该项目总用地面积约9.44万平方米，总建筑面积约6 ...

Core Insights - The signing ceremony for manufacturing projects in Dongxing District, Neijiang City, took place, resulting in the signing of 10 projects with a total investment of 7.58 billion yuan [1] Group 1: Investment Opportunities - The signed projects cover various sectors including new materials, artificial intelligence, energy equipment, and food and pharmaceuticals [1] - Jiangsu Dinaco Fine Materials Co., Ltd. plans to collaborate with Dongxing District to develop a distinctive fine materials industry cluster [1] Group 2: Strategic Focus Areas - Dongxing District aims to strengthen its manufacturing sector by attracting projects related to lithium battery materials, polymer materials, adhesive materials, and new energy battery recycling [1] - The district intends to enhance its artificial intelligence industry by focusing on cloud computing, chips, robotics, and smart logistics across the industry chain [1] - There is a push to elevate the service outsourcing industry by developing data labeling, content review, and e-commerce, with a goal of increasing both total output value and workforce size in the park [1]

Investment Rating - The report recommends a positive outlook for the logistics and transportation sector, particularly highlighting companies like SF Holding and China National Aviation [2][4]. Core Insights - The express delivery sector saw a year-on-year growth of 2.3% in December, with major companies benefiting from price increases amid reduced competition [2]. - The logistics sector is experiencing a recovery in demand, with a recommendation for Haicheng Co. due to its focus on smart logistics [3]. - The aviation sector is expected to see improved profitability as supply constraints ease, with recommendations for China National Aviation and Southern Airlines [4]. Summary by Sections Transportation Market Review - The transportation index fell by 1.3% during the week of January 24-30, 2026, while the Shanghai and Shenzhen 300 index rose by 0.1%, indicating underperformance against the broader market [12]. Industry Fundamentals Tracking Shipping Ports - The shipping market is adjusting, with the China Export Container Freight Index (CCFI) at 1175.59 points, down 2.7% week-on-week and down 21.9% year-on-year [21]. - The dry bulk shipping index (BDI) increased by 14.2% week-on-week, indicating a positive trend in dry bulk demand [34]. Aviation Airports - In December 2025, civil aviation passenger volume reached 60.6 million, a 6% year-on-year increase, with domestic routes showing strong performance [53]. - Major airlines are expected to improve profitability, with China National Airlines and Southern Airlines highlighted for their potential [4]. Rail and Road - National railway passenger volume increased by 8.52% year-on-year in December 2025, while road freight volume showed a slight increase of 0.62% [72]. - The report notes a decline in truck traffic on highways, with a 3.32% decrease week-on-week [34]. Recommendations - The report recommends investing in SF Holding for its valuation and resilience, and in Haicheng Co. for its smart logistics initiatives [2][3]. - The aviation sector is also recommended for investment, particularly in China National Aviation and Southern Airlines due to expected profit recovery [4].

2025年，面对严峻复杂的外部环境，公司一方面持续优化智慧物流业务，借助技术赋能提升服务质量； 另一方面全力推进市场开拓，稳步增强核心竞争力。如剔除计提长期股权投资减值准备影响，预计2025 年年度实现归属于母公司所有者的净利润约为14,000万元，预计2025年年度实现归属于母公司所有者的 扣除非经常性损益的净利润约为5,000万元。 格隆汇1月30日丨保税科技(600794.SH)公布，经公司财务部门初步测算，预计2025年年度实现归属于母 公司所有者的净利润为-14,000万元至-8,000万元。预计2025年年度实现归属于母公司所有者的扣除非经 常性损益后的净利润为-23,000万元至-17,000万元。 ...

保税科技公告，预计2025年度归母净利润为-1.4亿元至-8000万元，扣除非经常性损益后的净利润为-2.3 亿元至-1.7亿元。2025年，面对严峻复杂的外部环境，公司一方面持续优化智慧物流业务，借助技术赋 能提升服务质量；另一方面全力推进市场开拓，稳步增强核心竞争力。 ...

近日，据网易财经报道，全国多地贴有 "货拉拉" 品牌车贴的货运司机反馈，其在 "运满满" 平台的账号 遭到封禁或接单限制，无法正常开展货运业务。这一被业内视为 "二选一" 的竞争策略，不仅剥夺了司 机多平台接单的权利，也引发了关于行业规范与公平竞争的广泛讨论。与此同时，黑猫投诉平台数据显 示，运满满因霸王条款、强制超载、高利贷等问题累计被投诉近11829次，多重服务乱象亟待整治。 据公开资料显示，运满满是一家提供智慧物流服务的数字货运平台，隶属于"数字货运第一股满帮集 团。平台拥有350万活跃车源，车型涵盖依维柯、平板、高栏、式、冷藏等，车长从1.8米到17.5米应有 尽有。目前已覆盖国内10万条线路，300+个城市百万货车，全国直达。 车贴或触发 "二选一" 司机账号遭封禁 2026年1月9日，抖音账号"货运***"发布视频称，其在运满满平台上传了四张货运车照片之后提交审 核，其中一张照片包含"货拉拉"的标志，结果显示审核通过，但是显示"因扰乱平台经营秩序，账号暂 停接单"，在注销账号时显示，因"账号异常，存在安全或纠纷问题"，不能完成注销。 无独有偶，从去年开始就陆续有货运司机反馈其在 "运满满" 平台的 ...