2026年是"十五五"规划的开局起步之年。邮政快递业该如何推进高质量发展，为实现"十五五"开好 局、起好步提供坚强有力的邮政快递服务保障？国家邮政局在1月7日召开的2026年全国邮政工作会议上 明确，要坚持党建引领，从八个着力点入手推动行业高质量发展。 深入推进交通强国邮政篇建设 国家邮政局将锚定交通强国战略目标，更好谋划推进邮政篇建设，推动行业由大到强。高质量完 成"十五五"邮政业规划编制，做好宣贯实施。深度参与综合交通运输体系建设，加强交通强国邮政行业 评价指标跟踪测算分析，做好专项试点实施和成果推广。出台"十五五"邮政业标准体系建设指南。做好 快递领域国际标准化工作。落实好快递服务增值税政策，持续释放政策红利。 加快发展行业新质生产力 为持续增强行业发展新动能，国家邮政局将深化"人工智能+邮政快递"融合，加快推动数字化转 型。出台加快推广应用无人配送技术政策文件，深化无人车、无人机等在行业试点应用。推广智能分 拣、智能云仓、智能安检等自动化设施设备，加快智能派件、智能路由等先进技术应用。制定"十五 五"邮政业应用技术研发指南。加快绿色邮政建设，推广应用循环包装、新能源汽车、光伏发电等绿色 产品技术，通过 ...

赵冲久表示，2026年邮政行业将出台加快推广应用无人配送技术政策文件，深化无人车、无人机等在行 业试点应用。推广智能分拣、智能云仓、智能安检等自动化设施设备，加快智能派件、智能路由等先进 技术应用。推广应用循环包装、新能源汽车、光伏发电等绿色产品技术，通过智能路径优化、智能装箱 算法等推动绿色低碳发展。继续巩固新疆、西藏等地"包邮"成果。加快海外航空货站、海外仓等建设， 提升国际寄递物流服务能力和水平。 (责任编辑：朱赫) 数据显示，"十四五"时期，我国邮政行业业务收入提升至1.8万亿元，年均增长超过10%，增速居现代服 务业前列；人均年快递使用量增长到141件，单日最高业务量达7.77亿件。 农村和边境地区邮政通达广度深度明显提升，营业网点数量较5年前增长近1.5倍，全国边境自然村全部 实现通邮，新疆和西藏等地结束了电商件不"包邮"的历史。"5年来，中西部快递业务收入和业务量占全 国的比重分别提高5.4和7.5个百分点，有效促进了中西部地区更好融入全国统一大市场。"国家邮政局局 长赵冲久说。 5年来，我国邮政行业服务能力不断提升。行业规模以上分拣中心基本实现自动化运营，无人仓运营规 模不断扩大，无人车试点使 ...

Core Insights - The express delivery industry in China has shown significant growth, with a total business volume of 1,626.8 billion packages completed in the first ten months of the year, representing a year-on-year increase of 16.1% [1] - The peak daily business volume reached 777 million packages in October, setting a new record, indicating the industry's seasonal characteristics and its role in supporting economic growth [1][2] - The express delivery sector is transitioning from rapid growth to high-quality development, emphasizing the importance of technological innovation and efficiency improvements [1][4] Industry Performance - The express delivery market in China has maintained its position as the largest globally, with a projected business volume of 1,750.8 billion packages in 2024, reflecting a year-on-year growth of 21.5% [3] - The global express package business volume is expected to reach approximately 2,679 billion packages in 2024, with a growth rate of 17.49% [3] - China's express delivery market accounts for 65% of the global package business volume, highlighting its critical role in the global market expansion [2] Technological Advancements - The industry is increasingly adopting smart devices and technologies to enhance service efficiency and quality during peak seasons [4] - Companies like Zhongtong Express are implementing smart sorting equipment and unmanned delivery vehicles, significantly improving operational efficiency and reducing costs [4][5] - The use of drones for last-mile delivery has been introduced, drastically reducing delivery times in remote areas [5][7] Integration and Collaboration - The express delivery sector is integrating deeply with manufacturing industries, creating new growth opportunities by offering tailored logistics solutions [8] - Initiatives to improve rural logistics and enhance the delivery of agricultural products are being implemented, supporting rural revitalization and market integration [7][8] - The industry is focusing on enhancing cross-border logistics capabilities to support international trade and supply chain stability [8]

Core Insights - The express delivery industry in China has shown significant growth, with a total of 1,626.8 billion packages delivered in the first ten months of the year, marking a year-on-year increase of 16.1% [1] - The peak daily volume during the busy season reached 777 million packages, setting a new record for daily delivery [1] - The express delivery sector is transitioning from rapid growth to high-quality development, playing a crucial role in economic stability and market integration [1] Industry Performance - The express delivery market in China remains the largest globally, with a projected package volume of 1,750.8 billion for 2024, reflecting a year-on-year growth of 21.5% [3] - The global express package market is expected to reach approximately 2,679 billion packages in 2024, with a growth rate of 17.49% [3] - China's express delivery business accounts for 65% of the global market, highlighting its pivotal role in the expansion of the express delivery sector worldwide [2] Technological Advancements - The busy season has prompted express companies to invest in resources to enhance service efficiency and quality, including the use of smart sorting equipment and unmanned delivery vehicles [4] - Unmanned delivery vehicles have significantly reduced operational costs and improved service frequency in rural areas, with some networks reporting savings of nearly 2,000 yuan per month on fuel [5] - The integration of new technologies, such as drones for last-mile delivery, has improved logistics efficiency, particularly in remote areas [7] Market Integration and Collaboration - The express delivery industry is increasingly integrating with manufacturing sectors, creating new growth opportunities through tailored logistics solutions [8] - Initiatives to enhance rural logistics systems are underway, aiming to improve the delivery of agricultural products and support rural revitalization [8] - The industry is also focusing on international logistics, leveraging opportunities from the Belt and Road Initiative to stabilize supply chains and enhance cross-border logistics [8]

Core Viewpoint - In the first three quarters of the year, Dongfang Zhizao experienced a decline in both revenue and profit, with a significant loss in net profit after deducting non-recurring items [1][4]. Group 1: Financial Performance - Dongfang Zhizao's revenue for the first three quarters was approximately 2.19 billion, a year-on-year decrease of 9.13% [4]. - The company's net profit attributable to shareholders was only 132.81 million, down 96.08% year-on-year, while the net profit after deducting non-recurring items showed a loss of 159.09 million, a decline of 105.02% [4]. - The gross profit margin was 27.02%, which represents a decrease of 11.78% compared to the same period last year [6]. - The net profit margin was only 0.33%, showing a significant drop compared to last year and the first half of this year [6]. - Operating cash inflow was 2.40 billion, with cash received from sales increasing by over 3 million year-on-year [6]. - Operating cash outflow was 2.34 billion, an increase of over 14 million year-on-year, leading to a net cash flow of 590.41 million, down 1.2 billion year-on-year [6]. Group 2: Acquisition and Strategic Moves - Dongfang Zhizao announced the acquisition of 70% of Nantong Saifu Machinery Equipment Co., Ltd., with a payment of 27.49 million in self-owned funds [5]. - The acquisition aligns with the company's long-term strategy of "high-end, systematic, and green" development, aiming to enhance its capabilities in the intelligent manufacturing sector [2][5]. - Saifu Machinery's manufacturing capabilities in pressure vessels complement Dongfang Zhizao's existing precision manufacturing and intelligent logistics equipment business, facilitating an upstream extension of the industrial chain [2]. - The acquisition is expected to provide financial and management support to Saifu Machinery, enhancing scale effects and business synergy [2][3].

Group 1: Impact of RMB Internationalization - The promotion of RMB internationalization positively impacts the company's overall development by reducing exchange rate fluctuation risks and enhancing financial stability [2] - It facilitates cooperation with emerging market partners, especially in key areas like the Belt and Road Initiative, providing more business opportunities [2] - The development of the offshore RMB market allows the company to broaden financing channels, issue RMB bonds, or obtain RMB loans, optimizing funding costs [2] Group 2: Company’s Product Offerings - The company develops diverse intelligent automation equipment using technologies such as barcode recognition, AI, and edge computing, including smart warehouse robots and intelligent sorting devices [3] - The products are applicable in various sectors, including logistics, e-commerce, retail, and manufacturing [3] Group 3: Overseas Business Performance - In 2024, overseas revenue accounted for 27.61% of the company's total revenue, indicating a strong focus on expanding international markets [3] Group 4: Financial Performance of Subsidiaries - Zhuhai Jiabo Technology Co., Ltd. has maintained a good profitability status in 2025, contributing positively to the overall company performance [4] - The sales revenue of Jiabo Technology's specialized printers increased by 12.30% year-on-year, with sales volume rising by 17.88% in the first three quarters of 2025 [5]

Group 1 - The company held its seventh meeting of the eighth board of directors on November 11, 2025, where all nine directors participated, and the meeting complied with relevant laws and regulations [2][3]. - The board approved the acquisition of 70% equity in Nantong Saifu Machinery Equipment Co., Ltd. with a transaction price of 27,488,698.00 RMB, with unanimous support from all directors [3][7]. - The transaction does not constitute a related party transaction or a major asset restructuring as per the relevant regulations [7][8]. Group 2 - Nantong Saifu Machinery Equipment Co., Ltd. is a high-tech enterprise established in 2009, specializing in the design, manufacturing, and installation of pressure vessels and chemical equipment, with a registered capital of 30 million RMB [9][32]. - The company has a solid technical and manufacturing system, holding 40 valid patents, including 10 invention patents, and has a workforce of over 100 employees [32][34]. - The acquisition is expected to enhance the company's capabilities in intelligent manufacturing and expand its application scenarios, aligning with its long-term strategic direction of high-end, systematic, and green manufacturing [32][33]. Group 3 - The acquisition will allow the company to leverage Saifu Machinery's manufacturing capabilities and qualifications, enhancing its overall project delivery capacity and risk management [33][35]. - The transaction is based on the net assets of Saifu Machinery as of October 31, 2025, ensuring a reasonable acquisition cost and manageable transaction risks [14][35]. - Post-acquisition, Saifu Machinery will become a subsidiary, contributing positively to the company's operational capacity and profitability structure [35][36].

Core Viewpoint - The company has updated its business scope in response to operational needs and the latest requirements from market supervision authorities, focusing on developing diverse intelligent automation equipment for industry clients [1] Group 1: Business Operations - The company utilizes technologies such as barcode recognition, intelligent sensing, AI, biometric recognition, and edge computing to create various intelligent automation equipment [1] - The product offerings include intelligent warehouse robots, intelligent sorting equipment, smart three-dimensional warehouses, integrated logistics machines, express delivery exit devices, and six-axis robotic labeling machines [1] Group 2: Application Areas - The applications of the company's products span across logistics and express delivery, e-commerce, retail, manufacturing, and warehousing and transportation [1]

Core Viewpoint - The article emphasizes the importance of integrating vocational education with industry needs, highlighting the role of Zibo Vocational Technical University in supporting regional economic development through a collaborative educational model [1][8]. Group 1: Educational Integration and Collaboration - Zibo Vocational Technical University focuses on the "four-chain integration" concept, aligning educational efforts with the strategic needs of Shandong Province and Zibo City's industrial transformation [1]. - The university has established 19 mixed-ownership modern industrial colleges in collaboration with leading companies such as Wanhua Chemical and Qilu Petrochemical, ensuring direct involvement of industry leaders in educational governance [3][4]. - A comprehensive evaluation system has been developed, incorporating advanced assessment methods from partner companies to enhance the quality of education and skill development [3]. Group 2: Practical Training and Industry Engagement - The university has created 42 enterprise-level training centers, with production equipment valued over 300 million yuan, facilitating hands-on training that meets industry standards [5]. - Students have engaged in real-world projects, such as participating in major e-commerce events, generating service sales exceeding 8 million yuan in 2024 [5]. - The university's collaboration with Ideal Auto has resulted in high employment rates for graduates, with starting salaries typically above 6,000 yuan [5]. Group 3: Innovation and Regional Development - The university has partnered with leading companies to establish research and development platforms, addressing regional industry needs for innovation and technology [6]. - Successful projects include improvements in battery management systems that enhance vehicle range by 15% and smart sorting equipment that reduces production costs by 20% [6]. - The university has provided technical services to over 145 small and medium-sized enterprises, generating significant economic benefits for the region [6]. Group 4: Outcomes and Future Directions - Over the past five years, the university has trained more than 40,000 skilled workers, with a retention rate of 87.93% for graduates choosing to work in the region [8]. - Approximately 80% of graduates from modern industrial colleges are employed in key industries, contributing to the industrial transformation of Zibo [8]. - The university aims to further enhance its educational model and service capabilities, aspiring to become a nationally recognized vocational institution that supports high-quality regional development [8].

Core Insights - The logistics industry in China shows signs of recovery with a logistics prosperity index of 51.2% in September, marking a 0.3 percentage point increase and reaching a six-month high [1] Group 1: Demand Dynamics - The logistics demand is experiencing a dual boost from both consumer and industrial sectors, indicating a steady release of economic vitality [1] - In the consumer logistics sector, there is a notable rebound in demand driven by the end of summer heat, the back-to-school season, and tourism, with significant increases in orders for fresh food, home appliances, and outdoor activities [1] - The industrial logistics sector is also performing well, with positive demand trends in energy transport, electronic components, pharmaceuticals, and durable consumer goods, reflecting stable operations in supply chains [1] Group 2: Business Performance - Key operational indicators in the logistics industry are improving, showcasing the resilience of market entities [2] - The logistics service price index, employment index, and main business profit index have all shown continuous improvement, with the logistics service price index rising by 0.9 percentage points in Q3 [2] - Enhanced business vitality allows logistics companies to invest more in technological innovation and service upgrades, which in turn boosts industry efficiency and promotes collaboration across the supply chain [2] Group 3: Market Expectations - The logistics industry's new order index expanded to 53.3% in September, with significant increases in new orders across various transport sectors, indicating sustained market demand [3] - The business activity expectation index remains above 55%, reflecting strong confidence in future industry development [3] - Positive expectations among businesses lead to increased investments, hiring, and business expansion, further enhancing economic growth potential [3]