人民日报记者 韩鑫 雪域高原，物流活力有多足？一组数据很有说服力：2014年，西藏自治区快递业务量仅为484.3万 件；2024年，这一数值跃升至3046.5万件，年均增速达20%；今年上半年，继续保持快速增长，同比增 长26%。日前，记者走访西藏多地，实地感受快递物流新变化。 从"不包邮"到"能包邮"，更多居民实现"网购自由"。 快递提速的背后，有2名无人车"新员工"的身影。今年8月，中通快递在日喀则网点投放2辆无人快 递车，并在海拔超4000米的"定日—扎果"线路上实现常态化运营。 "当地村镇距离远、路况复杂，人工送件成本高，遇上极端天气，包裹延误是常有的事。"网点负责 人卢俊科算了笔账，无人车充一次电15元，能完成3次60公里往返运输，成本降低了、配送稳定性更高 了，现在每天约有30件快递通过无人车送达。 韵达升级智能分拣系统，每小时处理能力达1.2万件；圆通上新60组智能快递柜，方便更多村镇居 民收取快递……随着数字化技术、智能化设备广泛应用，快递物流的效率质量进一步提升，多种常用商 品在拉萨、山南等城市主城区实现"当日达"。 从"寄进来"到"递出去"，"藏货上行"通道更顺畅。 "我们的松茸来自雅鲁藏 ...

从"不包邮"到"能包邮"，更多居民实现"网购自由"。 雪域高原，物流活力有多足？一组数据很有说服力：2014年，西藏自治区快递业务量仅为484.3万件； 2024年，这一数值跃升至3046.5万件，年均增速达20%；今年上半年，继续保持快速增长，同比增长 26%。日前，记者走访西藏多地，实地感受快递物流新变化。 走进拉萨申通转运中心，从入口处涌进的海量包裹，经由多条交叉带分拣系统，精准落入200多个格 口。"每天有3辆集运车满载2万多件包裹抵达拉萨，快速配送至西藏各地。"申通快递西藏公司负责人陈 善龙介绍。 所谓"集运"，即电商平台联合快递公司，将消费者下单的商品，先运至中转集运仓，经过换单、集包等 流程后，再集中发货至目的地，从而降低物流成本。2024年，申通携手淘天集团，在四川简阳设立特惠 集运中心，推动运费下降超80%、时效提升20%。目前，西藏申通进港件比去年同期增长130%，其中过 半为集运件。 "西藏地广人稀、山高路远，寄递成本高、难度大。"西藏自治区邮政管理局有关负责人介绍，通过推动 集运转运、邮快合作等模式，农牧区百姓网购成本显著降低。 从"送得到"到"送得快"，新技术赋能快件"当日达"。 " ...

雪域高原，物流活力有多足？一组数据很有说服力：2014年，西藏自治区快递业务量仅为484.3万件； 2024年，这一数值跃升至3046.5万件，年均增速达20%；今年上半年，继续保持快速增长，同比增长 26%。日前，记者走访西藏多地，实地感受快递物流新变化。 "西藏地广人稀、山高路远，寄递成本高、难度大。"西藏自治区邮政管理局有关负责人介绍，通过推动 集运转运、邮快合作等模式，农牧区百姓网购成本显著降低。 从"送得到"到"送得快"，新技术赋能快件"当日达"。 "以前最慢得一周，现在下单后第四天就能收货。"清晨，西藏日喀则市定日县扎果镇的小伙旦增达瓦收 到了网购的运动鞋。 快递提速的背后，有2名无人车"新员工"的身影。今年8月，中通快递在日喀则网点投放2辆无人快递 车，并在海拔超4000米的"定日—扎果"线路上实现常态化运营。 "当地村镇距离远、路况复杂，人工送件成本高，遇上极端天气，包裹延误是常有的事。"网点负责人卢 俊科算了笔账，无人车充一次电15元，能完成3次60公里往返运输，成本降低了、配送稳定性更高了， 现在每天约有30件快递通过无人车送达。 从"不包邮"到"能包邮"，更多居民实现"网购自由"。 韵达 ...

中科微至主要从事智能物流装备的研发、生产和销售，产品涵盖智能分拣系统、智能输送系统等自动化 物流设备。公司属于物流行业、机器人概念等板块。 风险提示：股市有风险，投资需谨慎。 中科微至股价报35.75元，较前一交易日下跌0.20元，跌幅0.56%。当日成交量为12091手，成交金额达 0.43亿元。 8月25日主力资金净流出335.92万元，近五日累计净流出1328.84万元。 公司公告显示，8月25日召开职工代表大会，选举杜薇女士担任第二届董事会职工代表董事。 ...

Core Viewpoint - The company reported a revenue of 1.394 billion yuan in 2024, a year-on-year increase of 21.35%, but faced a net loss attributable to shareholders of 58.63 million yuan, marking two consecutive years of losses due to extreme divergence between domestic and international business performance [1] Group 1: Revenue Performance - International revenue reached 338 million yuan, a significant increase of 150.55%, with a gross margin of 22.55% [1][2] - Domestic revenue was 1.023 billion yuan, showing a slight increase of 3.2%, but with a low gross margin of 8.72%, less than 40% of the international business margin [1][2] Group 2: Business Dynamics - The high growth in international markets was driven by large orders from Southeast Asian e-commerce platform Shopee and tire giant Sailun Group, which contributed 127 million yuan and 90.53 million yuan respectively, accounting for over 64% of international revenue [2] - Domestic market challenges stem from a low-price competition strategy that has significantly compressed profit margins, with gross margins for major clients like JD.com and SF Express at only 14.25% and 15.83% respectively [2] Group 3: Financial Risks - Contract liabilities surged to 705 million yuan by the end of 2024, a year-on-year increase of 43.78%, indicating potential cash flow pressures and risks related to project completion delays [3] - The company engaged in significant related-party transactions, including a 47.89 million yuan purchase from Ant Robotics, raising concerns about the fairness of pricing and potential conflicts of interest [3] - Delays in fundraising projects, including the headquarters and R&D center construction, reflect weak strategic execution, with current investment progress at only 31.29% [3]

Core Viewpoint - KJ Intelligent reported a revenue of 1.394 billion yuan for 2024, but faced a net loss attributable to shareholders of 58.63 million yuan, marking two consecutive years of losses. The significant growth in overseas revenue, which reached 338 million yuan, up 150.55% year-on-year, was a key driver of performance improvement [1][3]. Group 1: Overseas Business Growth - KJ Intelligent's overseas business generated 338 million yuan in revenue with a gross margin of 22.55%. The top five clients include Southeast Asian e-commerce platform "Shopee" and tire manufacturer Sailun Group, all of which are end customers [3]. - The surge in overseas revenue is attributed to the successful execution of large-scale projects for international e-commerce companies like "Shopee" and "Flipkart," which were completed in 2024 and converted into revenue [3]. - The high growth in overseas business is primarily due to new large orders signed in 2023 with clients such as "Shopee" and Sailun Group, which were executed in 2024, leading to significant revenue growth and higher gross margins compared to domestic operations [3]. Group 2: Contract Liabilities and Investment Projects - As of the end of 2024, KJ Intelligent's contract liabilities reached 705 million yuan, an increase of 43.78% year-on-year, with overdue contract liabilities over one year amounting to 140 million yuan, mainly from advance payments for unfinished projects [4]. - The top ten clients contributing to contract liabilities include Haohua Tire, Sailun Group, and Shopee, covering areas such as intelligent warehousing and sorting systems [4]. - KJ Intelligent reported that all payments related to contract liabilities are in accordance with contractual timelines, indicating a strong order backlog that supports future revenue growth. As of March 2025, the order backlog amounted to 3.191 billion yuan, a year-on-year increase of 30.51% [4]. - The company has faced delays in its fundraising projects, with the "Headquarters and R&D Center Construction Project" postponed from September 2024 to May 2025, and the "Marketing Network and Digital Construction Project" delayed to December 2026, with a current investment progress of 31.29% [4].

Core Viewpoint - Amazon's deployment of over one million robots in its warehouses signifies a transformative shift in logistics automation, highlighting the tension between technological advancement and job security in the labor market [1][5][7] Group 1: Automation and Efficiency - The introduction of advanced robots, such as Vulcan, has revolutionized warehouse operations, enabling precise item selection and full-process automation, significantly increasing operational efficiency [3][5] - Over the past decade, the package handling capacity per employee at Amazon has surged from 175 to nearly 4000 per year, reflecting a more than 20-fold increase in efficiency, while the total number of employees has dropped to a 16-year low [3][5] Group 2: Labor Market Impact - The automation process is fundamentally altering Amazon's operational model, with employees transitioning from manual labor roles to positions focused on equipment maintenance and technical management, leading to a concentration of higher-skilled, fewer job roles [3][5] - The rise of automation is expected to reduce demand for traditional warehouse labor, particularly low-skilled positions, while increasing the need for technical skills [5][7] Group 3: Economic and Social Implications - The COVID-19 pandemic has accelerated the shift towards automation due to increased online shopping demands and rising labor costs, pushing companies to adopt robotic solutions to maintain supply chain stability [5][7] - The displacement of low-skilled jobs poses risks of widening skill gaps and increasing economic inequality, as not all workers can adapt to new technological demands [5][7] Group 4: Recommendations for Stakeholders - To address the challenges posed by automation, there is a need for enhanced vocational training and skill development programs to assist workers in transitioning to new roles [7] - A comprehensive social security system is essential to protect workers affected by automation, ensuring their basic living rights are maintained [7] - Companies should promote more humane automation practices that encourage human-robot collaboration rather than simple replacement, fostering inclusive labor models [7]

Core Viewpoint - The article highlights the performance of the top-performing stocks in May, emphasizing the significant gains in various sectors, particularly in logistics, innovative pharmaceuticals, and controlled nuclear fusion concepts [3][4]. Group 1: Stock Performance - As of May 30, the Shanghai Composite Index increased by 2.09%, the Shenzhen Component Index rose by 1.42%, and the ChiNext Index gained 2.32% during the month [3]. - Among the top ten stocks, 中邮科技 (China Post Technology) had the highest increase of 157.28%, followed by 舒泰神 (Shutai Shen) with 145.37%, and 王子新材 (Wangzi New Materials) with 108.37% [4][5][6]. Group 2: Company Highlights - 中邮科技 (China Post Technology) focuses on smart logistics systems, with a market capitalization of 9.1 billion yuan as of May 30. The stock price surged from 26 yuan to 67 yuan during May [5]. - 舒泰神 (Shutai Shen) specializes in innovative biopharmaceuticals, with core products including the national class I new drug "苏肽生" and a constipation treatment "舒泰清" [7]. - 王子新材 (Wangzi New Materials) is involved in controlled nuclear fusion, with its stock experiencing significant volatility. The company clarified that its involvement in fusion projects is limited and does not significantly impact its revenue [8]. - 合锻智能 (HeDuan Intelligent) also operates in the controlled nuclear fusion sector, reporting over 200 million yuan in orders for core components of Tokamak devices [9]. - 路桥信息 (LuQiao Information) focuses on traffic information solutions and saw a stock increase of 102.64% during May [10]. - 成飞集成 (Chengfei Integration) reported a 99.52% increase in stock price, with its main business in automotive parts and tools [11]. - 三生国健 (SanSheng GuoJian) announced a collaboration with Pfizer for a dual-specific antibody, with a record upfront payment of 1.25 billion USD for the licensing agreement [12][13]. - *ST亚振 (ST Yazhen) experienced a 93.14% increase, attributed to a change in controlling shareholder, which is expected to enhance the company's operational support [14]. - 中洲特材 (Zhongzhou Special Materials) is involved in high-temperature corrosion-resistant alloys but clarified that its products are not yet applied in controlled nuclear fusion [15]. - 七丰精工 (Qifeng Precision) aims for a 10.02% revenue growth in 2024, focusing on aerospace and rail transportation sectors [16].

Market Performance - As of May 30, the Shanghai Composite Index increased by 2.09% in May, the Shenzhen Component Index rose by 1.42%, and the ChiNext Index gained 2.32% [1] Top Performing Stocks - The top-performing stock in May was Zhongyou Technology, with a cumulative increase of 157.28%, driven by the dual forces of cost reduction and intelligent upgrades in the logistics industry [3][6] - Shutaishen ranked second with a cumulative increase of 145.37%, attributed to its innovative drug projects [3][7] - Wangzi New Materials achieved a 108.37% increase, with significant media attention on its involvement in controlled nuclear fusion [3][8] - Hezhuan Intelligent also saw a 108.16% increase, supported by its core component manufacturing capabilities for Tokamak devices in nuclear fusion applications [3][10] - Luqiao Information, a company listed on the Beijing Stock Exchange, experienced a 102.64% increase, focusing on information technology solutions in the transportation sector [3][11] - Chengfei Integration recorded a 99.52% increase, with its main business in automotive parts and tools [3][12] - San Sheng Guojian had a 99.45% increase, following a significant licensing agreement with Pfizer for its innovative drug [3][13] - ST Yazhen saw a 93.14% increase, linked to a change in its controlling shareholder [3][14] - Zhongzhou Special Materials, another controlled nuclear fusion concept stock, increased by 92.87%, although its products are not yet applied in that field [3][15] - Qifeng Precision Engineering, a military stock, increased by 90.58%, with a focus on aerospace and rail transportation markets [3][17]

Group 1 - The secondary market for "unmanned vehicles" is experiencing significant activity, with multiple concept stocks surging, including Zhongyou Technology, which saw its stock price deviate by over 100% in the 10 trading days from May 16 to May 29, 2025, and over 200% in the 22 trading days from April 25 to May 29, 2025 [1][2] - As of May 29, 2025, Zhongyou Technology's stock closed at 68.48 yuan per share, with a latest price-to-book ratio of 6.06, significantly higher than the industry average of 2.76 [2] - The company's main business includes intelligent sorting systems and intelligent transmission systems, which are leading in efficiency and accuracy for automated sorting of various items [3] Group 2 - In the 2024 annual report, Zhongyou Technology reported a revenue of 912 million yuan, a year-on-year decline of 53.26%, and a net profit attributable to shareholders of -148 million yuan, a decline of 306.52% [4] - The fourth quarter of 2024 showed total revenue of 318 million yuan, down 59.16% year-on-year but up 53.62% quarter-on-quarter, with a net profit of -78.84 million yuan, a year-on-year decline of 255.10% [4]