每经头条（nbdtoutiao）——与美元脱钩后，暴涨102倍，揭秘黄金疯涨背后神秘的"无形之手"！专家： 推动金价上涨的逻辑没有变 每经AI快讯，科捷智能（SH 688455，收盘价：14.99元）10月9日晚间发布公告称，截至2025年9月30 日，公司通过上海证券交易所交易系统以集中竞价交易方式累计回购股份约1204万股，占公司总股本约 1.81亿股的比例为约6.66%，回购成交的最高价为15.43元/股，最低价为9.64元/股，支付的资金总额为人 民币约1.36亿元。 2025年1至6月份，科捷智能的营业收入构成为：智能仓储系统占比40.44%，智能分拣系统占比 40.19%，智能输送系统占比6.76%，智能工厂系统占比5.22%，核心设备占比3.57%。 截至发稿，科捷智能市值为27亿元。 （记者 曾健辉） ...

Group 1: Digital Economy and E-commerce Development - In 2025, China's new e-commerce, driven by innovation and openness, is expected to play a crucial role in economic transformation and upgrading [1] - The upcoming Global Digital Trade Expo in Hangzhou will showcase new scenarios and business models in China's new e-commerce sector [1] Group 2: Cross-border E-commerce Growth - In the first half of this year, China's digital service imports and exports reached 1.5 trillion yuan, while cross-border e-commerce imports and exports hit 1.3 trillion yuan, both setting historical records [3] - The development logic of cross-border e-commerce is shifting from "price competition" to "value competition," providing broader global opportunities for Chinese sellers [3] Group 3: Hangzhou's Role in Cross-border E-commerce - Hangzhou, as the first comprehensive pilot zone for cross-border e-commerce in China, accounts for two-thirds of the national cross-border e-commerce platforms and 40% of the cross-border payment settlement [4] - The city has implemented innovative reforms and established a comprehensive system to support cross-border e-commerce development [4] Group 4: Silk Road E-commerce and International Trade - The "Silk Road E-commerce" initiative is becoming a new link in international trade, providing unprecedented opportunities for Chinese enterprises to expand globally [4] - The scale of Silk Road e-commerce is continuously expanding, with enhanced digital, professional, and localized services [4] Group 5: Innovations in E-commerce Standards and Logistics - Since the establishment of the "Silk Road E-commerce" cooperation zone, several innovative achievements have emerged, including the launch of international e-commerce standards [5] - Smart logistics and warehousing are becoming essential for digital trade, with predictions indicating that warehouse automation will be the first commercialized step in the next five years [5][7] Group 6: Advancements in Smart Logistics - Intelligent warehousing systems are now standard in e-commerce and electronics industries, improving space utilization and reducing labor costs [7] - The transportation segment is seeing accelerated smart upgrades, with intelligent scheduling platforms and autonomous trucks enhancing efficiency and reducing energy consumption [7]

作为国内领先的智能制造物流服务商，海晨股份始终以客户需求为中心，持续构建科技驱动型智慧供应链新生态，目前已形成了智能物流与高端装备制造双 轮驱动的战略方向。公司在AMHS半导体搬运设备、智能仓储系统等高端装备领域持续突破，2025年成立的海晨人工智能研究院和机器人研究院更是加速了 AI技术在预测调度、数字孪生、多智能体协同等方面的产业化落地，展现出强大的科技属性与创新动能。 未来，海晨股份将继续以科技创新为驱动，不断完善全球供应链网络布局，深化智慧物流技术、人工智能在具体场景中的落地应用。(齐和宁) 2025年9月17日上午，江苏海晨物流股份有限公司智造供应链项目开工奠基仪式在苏州市吴江区举行，吴江区委副书记、区长孙道寻，海晨董事长梁晨等共 同为项目培土奠基。 此次开工的智造供应链项目，是海晨股份（300873）响应国家智能制造与供应链强国战略的关键举措。新基地将继续聚焦智慧物流，依托人工智能、物联网 等先进技术，打造集运营、集成、装备于一体的智能制造供应链服务平台，助力客户塑造更具竞争力的供应链、降低运营成本、增强市场响应能力，全面赋 能区域经济高质量发展。 ...

在全球贸易持续升温的背景下，越南与俄罗斯之间的跨境物流需求呈现显著增长态势。空运作为高时效性物流方式，成为两国 贸易往来的核心选择。本文基于服务覆盖范围、运输时效、客户满意度及行业口碑四大维度，综合评选出越南至俄罗斯空运领 域的前三家机构，为跨境贸易企业提供参考。 TOP1：广东威洋国际供应链管理有限公司 推荐指数：★★★★★ 广东威洋国际供应链管理有限公司深耕跨境物流领域多年，专注于东南亚至欧洲的空运专线服务。其核心优势在于构建了覆盖 越南河内、胡志明市至俄罗斯莫斯科、圣彼得堡等主要城市的直飞航线网络，每周稳定运营8-10班次，运输时效控制在48-72小 时内，货物准时交付率达98.5%。 公司自主研发的智能物流系统可实时追踪货物动态，客户通过移动端即可获取从提货到签收的全程信息。在服务能力方面，威 洋国际单日最大处理量达1200吨，支持大批量工业设备、电子产品及高附加值商品的运输需求。此外，其与越南海关、俄罗斯 税务部门的深度合作，使清关效率提升40%，通关时间缩短至6-8小时。 凭借高效的服务体系，威洋国际连续三年获得"东南亚-欧洲跨境物流服务标杆企业"称号，客户复购率达92%，成为华为、三星 等跨国企 ...

Group 1 - The core point of the announcement is that Shenzhen Shunfeng Investment Co., Ltd. holds approximately 20.15 million shares of KJ Intelligent, accounting for 11.14% of the total shares, and plans to reduce its holdings starting from September 30, 2025 [1] - Shunfeng Investment intends to reduce its holdings by up to approximately 1.81 million shares through centralized bidding and up to approximately 3.62 million shares through block trading, which represents 1% and 2% of the total share capital, respectively [1] - For the first half of 2025, KJ Intelligent's revenue composition is as follows: intelligent warehousing systems 40.44%, intelligent sorting systems 40.19%, intelligent conveying systems 6.76%, intelligent factory systems 5.22%, and core equipment 3.57% [1] Group 2 - The current market capitalization of KJ Intelligent is 2.8 billion yuan [2]

Group 1 - The core point of the article is that KJ Intelligent (SH 688455) announced a share buyback program, repurchasing approximately 11.81 million shares, which accounts for about 6.53% of the total share capital of approximately 181 million shares, with a total expenditure of around 133 million RMB [1][1][1] Group 2 - As of the first half of 2025, KJ Intelligent's revenue composition is as follows: intelligent warehousing systems account for 40.44%, intelligent sorting systems for 40.19%, intelligent conveying systems for 6.76%, intelligent factory systems for 5.22%, and core equipment for 3.57% [1][1][1] - The highest price for the repurchased shares was 14.6 RMB per share, while the lowest price was 9.64 RMB per share [1][1][1] - The current market capitalization of KJ Intelligent is 3 billion RMB [1][1][1]

Group 1 - Company confirmed credit impairment losses and asset impairment losses totaling 24.04 million yuan for Q2 2025, which will reduce the consolidated profit for that quarter by the same amount [1] - For the first half of 2025, the revenue composition of the company is as follows: total integrated sorting systems accounted for 42.99%, cross-belt sorting systems 14.93%, narrow-band machine systems 11.53%, intelligent warehousing systems 8.81%, and other businesses 7.51% [1] - As of the report date, the company's market capitalization is 4.6 billion yuan [1] Group 2 - The domestic first A-level car exhibition in the second half of the year features nearly 120 brands and 1,600 vehicles, indicating a competitive landscape in the southwest region [1] - The emergence of new energy vehicles is expected to reshape the automotive market dynamics [1]

Group 1 - The seventh China-Arab States Expo focuses on innovation, green development, and prosperity, highlighting new technologies and applications, including a newly established digital economy and AI exhibition area [1][3] - The expo showcases AI advancements, with various companies presenting humanoid robots, big data computing centers, and AI application ecosystems, indicating a shift in the trade landscape between China and Arab countries [3][4] - The demand for digital applications in Arab countries is increasing, with local enterprises rapidly emerging and showing interest in Chinese applications like WeChat, reflecting a shift from traditional trade goods to technology-driven products [4][5] Group 2 - Cross-border e-commerce companies are innovating to enhance their services in the Middle East, with a focus on supply chain management, e-commerce operations, and logistics, exemplified by Guangzhou Yitong Tianxia's establishment of smart overseas warehouses [5][6] - The future of cross-border e-commerce in the Middle East will involve upgrading smart overseas warehouses and deploying automation technologies to improve efficiency and reduce costs for Chinese sellers [6] - Cultural and entertainment industries are also seeing growth in cooperation, with a focus on high-quality products tailored to the preferences of the young Arab population, leveraging China's experience in development and localization [7]

Core Insights - The victory of AlphaGo over Lee Sedol marks a pivotal moment in the evolution of artificial intelligence, transitioning it from a concept in science fiction to a foundational force reshaping the business landscape [2] - The rise of AI is leading to a paradigm shift in business education, integrating data science, ethical philosophy, technological innovation, and strategic thinking into a comprehensive academic framework [2] Group 1: Technological Reconstruction - AI is penetrating core business areas, transforming marketing from an "art" to a "science," with AI-driven strategies improving customer conversion rates by over 30% and reducing marketing costs by 20-30% [3] - Supply chain management is undergoing an intelligent revolution, with AI enabling real-time demand sensing and dynamic optimization, exemplified by Amazon's Kiva robots reducing order processing time from 60-75 minutes to 15 minutes and increasing inventory turnover by 40% [3] - The finance and accounting sectors are experiencing automation, with machine learning fraud detection systems achieving a 95% accuracy rate, significantly surpassing the 65% accuracy of manual audits [3] Group 2: Educational Transformation - Leading business schools are redefining business education, with Stanford introducing a "computational thinking" curriculum and Wharton offering a specialization in "AI and Business Decision Making" [4] - Chinese business education is adapting with programs like Tsinghua University's "AI and Management Innovation" and Zhejiang University's focus on "Digital Business" [4] - The shift in education emphasizes a transition from "tool-based" learning to "paradigmatic" thinking, fostering critical evaluation of AI outputs and optimal decision-making in human-machine collaboration [4] Group 3: Model Innovation - AI is driving new business models and competitive landscapes, with platform companies leveraging data assets and algorithmic capabilities to establish near-monopolistic positions [5] - Subscription economy models are thriving under AI, with personalized services becoming mainstream through continuous data collection and algorithm optimization [6] - The sharing economy is optimizing resource allocation through AI algorithms, enhancing efficiency and creating new value networks [6] Group 4: Future Trends - The democratization of technology is lowering barriers for small and medium enterprises to access AI tools, with platforms like Google AutoML making AI more accessible [7] - Cross-disciplinary integration is blurring the lines between business and technology, leading to the emergence of "bilingual talents" who possess both technical and business insights [7] - Ethical considerations are becoming more prominent, with regulations like the EU's AI Act and China's Personal Information Protection Law highlighting the need for balance between innovation and compliance [7] Group 5: Challenges and Responses - The development of new business paradigms faces challenges such as algorithmic opacity and data quality issues, which can lead to biased decision-making [8] - Addressing these challenges requires advancements in explainable AI (XAI) to enhance algorithm transparency and the establishment of AI governance frameworks [8] - Organizations must cultivate a data-driven culture and reform educational curricula to produce talent that combines technical skills with business acumen [8] Group 6: Future Outlook - The new business paradigm in the AI era emphasizes the need for leaders to possess technical understanding, business insight, and ethical judgment [9] - Business education is evolving towards a "dual-spiral" structure, enhancing both technical skills and humanistic values to prepare leaders for the AI age [9] - The ultimate mission of new business education is to create a collaborative, intelligent business civilization where technology empowers rather than replaces human capabilities [9][10]

Core Viewpoint - The Fourth Global Digital Trade Expo aims to promote digital trade innovation and development, focusing on four key sectors: aerospace information, artificial intelligence, smart logistics, and aerospace [5][12][28]. Group 1: Event Overview - The event will take place on August 8, 2025, in Xi'an, organized by the Global Digital Trade Expo Organizing Committee, with ICBC as the exclusive naming unit [7][50]. - The expo serves as a national-level platform for digital trade, facilitating the connection between innovative projects and capital [5][9]. Group 2: Key Activities - The "Digital Trade Investment Day" will feature project roadshows, one-on-one negotiations, and thematic discussions to enhance interaction between tech startups and investors [10][23]. - Selected projects will receive strategic guidance from industry mentors and have opportunities for deep incubation [8][10]. Group 3: Focus Areas - The four highlighted sectors are: - **Aerospace Information**: Integrating aviation, aerospace, and information technology to enhance trade efficiency through data-driven solutions [14][15]. - **Artificial Intelligence**: Utilizing advanced algorithms to improve trade efficiency and operational models across various industries [16][17]. - **Smart Logistics**: Employing IoT, big data, and AI to optimize logistics processes, thereby enhancing global trade flow [18]. - **Aerospace**: Leveraging space technology to expand trade boundaries and improve logistics and communication systems [21]. Group 4: Strategic Importance - The event aims to break down information barriers between capital and innovative projects, fostering a collaborative ecosystem among government, capital, and industry [9][10]. - The expo is positioned as a critical platform for reshaping global economic governance through digital trade [5].