｜2025年11月5日星期三｜ NO.1 中通云仓科技正式完成近2亿元的A轮融资 11月4日，中通云仓科技正式完成近2亿元的A轮融资，近日已完成工商股权变更。本轮融资由中金资本 旗下中金汇融基金领投，国泰海通证券旗下国泰君安创新投资跟投。此次融资资金将主要用于全国智能 化仓配网络建设、海外仓业务拓展及全链路科技系统的持续研发升级等方面，助力公司加快智慧物流供 应链服务体系建设。目前，中通云仓科技在全国已成立80余家子公司，员工数量近5000人，在全国拥有 仓库200多个，仓储总面积超200万平方米。 点评：中通云仓科技获近2亿元A轮融资，彰显资本市场对智慧物流赛道的信心。当前行业聚焦数智化 与全球化，其"上仓下配"模式及200余仓、99%区县覆盖的基础，具备差异化竞争潜力。但面对同业在 技术迭代、海外布局的竞速，公司需将资金高效转化为服务壁垒，巩固中通物流生态的供应链基座价 值。 NO.2 "双11"首周淘宝健康行业海外成交两位数增长 点评：淘宝健康海外两位数增长，印证全球健康消费需求与中式养生出海的双重机遇。阿里健康大药房 携15万款供给入驻，将国内成熟供应链能力复制至海外，精准契合膳食补剂、传统滋补等品类 ...

Core Insights - The health consumption sector has experienced significant growth during the first week of the Double 11 shopping festival, with overseas transactions showing double-digit increases since the promotional period began on October 20 [1] - Traditional Chinese health products have become a unique selling point for Taobao, appealing to overseas consumers, as evidenced by a substantial rise in search volume for health-related keywords [1] Group 1: Market Performance - The health consumption market is valued at over $10 billion and continues to grow rapidly on a global scale [1] - Key product categories such as dietary supplements, home medical devices, contact lenses, and traditional health products have all performed well [1] - The "health five-piece set," including items like goji berries and various health teas, has emerged as the top-selling products overseas [1] Group 2: Strategic Initiatives - Alibaba Health Pharmacy has officially entered the overseas market during Double 11, adding nearly 150,000 quality products to the supply [2] - The company aims to leverage its extensive experience in the domestic health supply chain to enhance its brand influence in international markets [2] - This year's Double 11 event was launched simultaneously in 20 countries and regions, supported by a marketing subsidy of 1 billion yuan to help 100,000 merchants double their overseas sales [2]