搜狐号@怎 CelMA ASIA 展会时 2026年 展位咨 来自全球的物流机器人、智能叉车和自动化分拣系统，将在上海新国际博览中心8万平方米的展区内汇聚，构成一幅亚洲物流技术与智能制造的 动态全景图。 CeMAT ASIA亚洲国际物流技术与运输系统展览会，这一 "物料搬运、自动化技术、运输系统和物流的国际盛会" 将于2026年11月3日至6日在上海新国际博 览中心盛大举行。 主办单位包括中国物流与采购联合会、中国机械工程学会、德国汉诺威展览公司及汉诺威米兰展览（上海）有限公司。 OCT.28-31.2025 上海新国际博览中心 Shanghai New International Expo Centre 叉车及配件/ 国际AGV展团/ 物流机器人与AGV Forklift Truck & Accessories/ International AGV Pavilion/ Logistics Robotics & AGV W4 CeMA 起重设备及配件/脚轮/ 包装设备及耗材/托盘及周转箱 Cranes, Hoists & Accessories/Castors/ Packaging Equipment & C ...

中央经济工作会议着眼于确保"十五五"开好局、起好步，确定了2026年经济工作要抓好的8项重点任 务，其中，"坚持内需主导，建设强大国内市场"排在首位。 "十四五"时期，我国持续发力扩大内需，着力畅通供需循环，取得显著成效。新的一年，"两新"政 策"两重"项目优化实施，2026年第一批625亿元超长期特别国债支持消费品以旧换新资金计划、2026年 提前批"两重"建设项目清单和中央预算内投资计划已下达。做好2026年经济工作，要加快构建完整内需 体系，以新需求引领新供给、以新供给创造新需求，促进消费和投资、供给和需求良性互动，增强国内 大循环内生动力和可靠性。 2025年，消费品以旧换新政策发力显效，全年以旧换新相关商品销售额超2.6万亿元，惠及超3.6亿人 次，支撑消费持续扩大。2025年1至11月，社会消费品零售总额同比增长4.0%，较上年同期加快0.5个百 分点。 大规模设备更新政策效应持续显现，设备工器具购置投资较快增长。 近期，湖北宜昌市2025年度75艘老旧营运船舶报废更新工作收官，拨付补贴资金达2.2亿元。"2艘沥青 船，共计800万元补贴款。"宜昌三通航运有限公司有关负责人杨悦说。湖北相关市州共申 ...

人民日报记者 王珂 齐志明 韩鑫 数据来源：国家统计局等 中央经济工作会议着眼于确保"十五五"开好局、起好步，确定了2026年经济工作要抓好的8项重点 任务，其中，"坚持内需主导，建设强大国内市场"排在首位。 "十四五"时期，我国持续发力扩大内需，着力畅通供需循环，取得显著成效。新的一年，"两新"政 策"两重"项目优化实施，2026年第一批625亿元超长期特别国债支持消费品以旧换新资金计划、2026年 提前批"两重"建设项目清单和中央预算内投资计划已下达。做好2026年经济工作，要加快构建完整内需 体系，以新需求引领新供给、以新供给创造新需求，促进消费和投资、供给和需求良性互动，增强国内 大循环内生动力和可靠性。 内需成为拉动经济增长的主动力和稳定锚 第二十七届哈尔滨冰雪大世界于2025年12月17日开园，迎接八方来客。从北方城市到各地，从冬季 到四季，冰雪经济热度不断攀升，成为拉动消费、扩大内需的强劲引擎。美团旅行数据显示：2025年12 月以来，"室外滑雪场"搜索量同比增长超3倍。 消费品以旧换新等政策协同发力，市场持续平稳增长。 "趁着国补下单，节省1000多元。"不久前，上海浦东新区的汪女士订购了一台 ...

中央经济工作会议着眼于确保"十五五"开好局、起好步，确定了2026年经济工作要抓好的8项重点任 务，其中，"坚持内需主导，建设强大国内市场"排在首位。 "十四五"时期，我国持续发力扩大内需，着力畅通供需循环，取得显著成效。新的一年，"两新"政 策"两重"项目优化实施，2026年第一批625亿元超长期特别国债支持消费品以旧换新资金计划、2026年 提前批"两重"建设项目清单和中央预算内投资计划已下达。做好2026年经济工作，要加快构建完整内需 体系，以新需求引领新供给、以新供给创造新需求，促进消费和投资、供给和需求良性互动，增强国内 大循环内生动力和可靠性。 内需成为拉动经济增长的主动力和稳定锚 第二十七届哈尔滨冰雪大世界于2025年12月17日开园，迎接八方来客。从北方城市到各地，从冬季到四 季，冰雪经济热度不断攀升，成为拉动消费、扩大内需的强劲引擎。美团旅行数据显示：2025年12月以 来，"室外滑雪场"搜索量同比增长超3倍。 冰雪经济的火热，是一个缩影。我国坚持立足国内，依托国内大市场优势，政策精准发力，内需潜力更 好释放。 消费品以旧换新等政策协同发力，市场持续平稳增长。 "趁着国补下单，节省1000多 ...

Investment Rating - The investment rating for the transportation industry is "Positive" (maintained) [4] Core Views - The express delivery sector is experiencing resilient demand, with a "de-involution" trend driving up express prices, enhancing corporate profitability. Companies like SF Express and JD Logistics are expected to benefit from cyclical recovery and ongoing cost reductions, presenting dual upside potential in performance and valuation [14] - In the shipping sector, the outlook for crude oil transportation is favorable due to the OPEC+ production increase and the Federal Reserve's interest rate cuts. The market for VLCC (Very Large Crude Carrier) is expected to see significant improvement in Q4 2025 [14] - The shipbuilding sector is in the early stages of a green renewal cycle, with shipping market conditions and green upgrade progress being key demand drivers. Despite a decline in new ship orders, shipyards remain busy, and the market is expected to improve in the second half of 2025 [14] - The aviation sector shows signs of a long-term bullish trend, with stable demand growth and tightening supply. Companies like China Eastern Airlines and Hainan Airlines are recommended for early positioning [14] Summary by Sections Express Delivery - The express delivery industry is seeing a significant increase in demand, with a year-on-year growth of 7.9% in business volume and 4.7% in revenue as of October 2025 [24] - Major players like YTO Express and SF Express are expanding their market shares and improving service capabilities, with SF Express showing a 26.26% increase in business volume [31][24] Shipping - The VLCC daily earnings reached $120,248 in November 2025, a year-on-year increase of 270.9%, marking the best performance for November since 2004 [6] - The BDI (Baltic Dry Index) surpassed 2500 points, indicating a strong demand for bulk shipping, driven by increased shipments from Australian miners and adverse weather affecting port operations in North China [7] Aviation - In October 2025, civil aviation in China recorded a passenger transport volume of 67.83 million, a year-on-year increase of 5.8%, and cargo transport volume of 91.7 thousand tons, up 13.4% [10] - Approximately 6000 Airbus A320 aircraft require urgent software updates due to safety concerns, which may impact operational efficiency [10] Port Operations - From November 17 to November 23, 2025, China's port cargo throughput was 26,401 million tons, a decrease of 0.62% week-on-week, while container throughput increased by 5.39% [72]

Core Insights - The early launch of "Double 11" pre-sales has significantly boosted the express delivery business in October, with a year-on-year growth in the express delivery development index of 2.4% and a scale index increase of 5.6% [1] - The expected growth in express delivery volume for October is around 7%, while business revenue is projected to increase by approximately 5% [1] Group 1 - The rapid growth in express delivery volume in October is primarily driven by the extended e-commerce promotional cycle, which has led to an early release of order volumes [2] - During the National Day and Mid-Autumn Festival holidays, a total of 7.231 billion express packages were processed, averaging over 900 million packages per day [2] - In mid to late October, express delivery companies collaborated closely with e-commerce platforms, achieving an average daily delivery volume of around 600 million packages [2] Group 2 - Express delivery companies are investing heavily in infrastructure, such as sorting centers and upgraded transportation vehicles, to enhance processing efficiency [2] - The widespread application of technology, including smart sorting and route optimization, has reduced errors and delays in the delivery process [2] - The increasing competition in the industry is driving companies to improve service quality to capture market share [2] Group 3 - The investment in smart and unmanned devices is a necessary trend for the industry, significantly improving efficiency and reducing labor costs [3] - Automation systems accelerate processing speed, while drones and unmanned vehicles expand delivery capabilities [3] - Long-term, the shift towards intelligent transformation will promote high-quality and sustainable development in the express delivery sector, enhancing competitiveness and meeting future logistics demands [3]

Core Insights - The early launch of "Double 11" pre-sales has significantly boosted the express delivery business in October, with a projected year-on-year growth of approximately 7% in business volume and around 5% in revenue [1][2] Group 1: Industry Growth and Trends - The express delivery development index for October 2025 is estimated at 475.5, reflecting a 2.4% year-on-year increase, while the development scale index stands at 616.4, up by 5.6% [1] - The overlap of the National Day and Mid-Autumn Festival holidays led to a high volume of express packages processed, totaling 7.231 billion during the holiday period, with a daily average exceeding 900 million [2] - The extension of promotional cycles by e-commerce platforms has resulted in an early release of order volumes, contributing to the rapid growth of express delivery business in October [1][2] Group 2: Infrastructure and Technology Investment - Express companies are enhancing their infrastructure, including sorting centers and transportation vehicles, to improve processing efficiency [2] - The widespread application of technology, such as smart sorting and route optimization, is reducing errors and delays in the delivery process [2] - Investment in smart and unmanned devices is seen as a necessary trend for the industry, significantly improving efficiency and reducing labor costs [3] Group 3: Quality of Service Improvement - The competition within the industry is intensifying, prompting companies to enhance service quality to capture market share [2] - The growth in scale provides financial and situational support for service upgrades, with companies optimizing transit and increasing the number of end-point stores to improve customer experience [2] - The focus on technology and infrastructure is aimed at effectively managing the rapid increase in business volume during peak seasons [2][3]

Group 1 - The development of China's express delivery industry is a modern economic miracle, evolving from letter delivery to a nationwide package network, achieving over 100 billion packages delivered, reflecting consumer trust and service capability [1] - The integration of technology is transforming the express delivery operations, with automated sorting systems, smart route planning, electronic waybills, and the use of drones and unmanned vehicles, enhancing operational efficiency and user experience [1] - The express delivery industry is transitioning from a labor-intensive sector to a technology-driven modern industry [1] Group 2 - The deep integration of express delivery and the internet has led to the emergence of new retail and cross-border e-commerce, enabling global buying and selling, enhancing market supply, and improving consumer experience [3] - Express delivery and the internet are significant symbols of the new era, driving social development and technological progress, with expectations for continued innovation and expanded application scenarios [3] - The express delivery industry is embracing opportunities and challenges in a rapidly changing environment, contributing to societal prosperity and progress [3] Group 3 - In response to industry changes, express delivery platforms are leveraging the internet for transformation, utilizing offline foundations and online channels, including mini-programs for shopping, public accounts for promotion, and community marketing for precise targeting [5]

Core Insights - The 2025 Service Trade Fair showcased advancements in smart logistics and transportation services, emphasizing the integration of technology and industry development [1][2] Group 1: Smart Logistics Innovations - The exhibition featured a range of cutting-edge technologies including drones, unmanned vehicles, and automated sorting systems, highlighting the evolution of logistics services [2][3] - China Post presented a comprehensive solution for logistics that integrates smart logistics, e-commerce, and finance, showcasing automated sorting systems and unmanned warehousing [2][3] Group 2: Human-Robot Interaction - The MATRIX-1 humanoid robot was demonstrated by Shentong, capable of interaction and query functions, aimed at enhancing the efficiency of logistics operations [3] - Shentong's logistics operations handle approximately 80 million packages daily, supported by a network of around 120,000 cameras utilizing self-developed AI visual models for real-time feedback and safety [3] Group 3: Autonomous Delivery Solutions - Meituan introduced the "Meituan Little Yellow Bee," an intelligent delivery robot designed for both indoor and outdoor environments, capable of navigating complex scenarios [4][5] - The robot employs advanced multi-sensor fusion algorithms for precise positioning and obstacle detection, aiming for efficient and safe delivery [5] Group 4: Safety Innovations - Meituan also showcased a lightweight smart helmet, certified for motorcycle safety, featuring automatic collision alerts and voice interaction capabilities, already serving over 1 million riders [6] - The next-generation smart helmet prototype includes a camera and AR display, enhancing the user experience for delivery riders and promoting safety by reducing mobile phone usage while riding [6]

Core Viewpoint - The express delivery industry plays a crucial role in modern economic activities, benefiting from technological advancements and changing consumer habits while facing challenges such as intense market competition and rising environmental standards [1] Industry Status - The express delivery industry is experiencing continuous growth, driven by the rapid development of e-commerce, leading to a significant increase in package volume, especially during shopping festivals like "Double 11" and "618" [2] - Daily, billions of packages flow across the country, with express companies expanding their service offerings beyond online shopping to include documents, fresh produce, and pharmaceuticals [2] - Intense competition has led many express companies to lower prices, compressing profit margins, while smaller companies struggle due to lack of funding and technology [2] - Some companies are engaging in disorderly network expansion, complicating the competitive landscape [2] Technology Application - Automation in sorting systems has significantly improved package processing speed, reducing labor costs and minimizing errors [5] - Smart warehousing technologies are widely adopted, allowing real-time monitoring and management of inventory, with robots enhancing efficiency in storage and transfer [5] - Big data analytics supports express companies in predicting business volume and optimizing delivery routes [5] Service Models - Express companies are innovating service models to meet diverse customer needs, such as introducing same-city rapid delivery services [6] - The growth of related services like food and fresh produce delivery enhances daily convenience for consumers [6] - The widespread use of delivery lockers provides more options for recipients, addressing timing mismatches between couriers and customers [6] - Specialized services for valuable items and customized packaging for special goods are emerging, along with one-stop services for merchants in collaboration with e-commerce platforms [6] Environmental Issues - The rapid growth of the express delivery industry has led to significant environmental challenges, including excessive use of packaging materials that contribute to pollution [8] - Many express companies are focusing on environmental issues by using biodegradable packaging materials and promoting the return of reusable boxes [8] - Companies are also improving delivery routes to reduce carbon emissions during transportation [8] Regional Differences - The express delivery industry shows varied progress across regions, with coastal areas experiencing higher volumes due to economic prosperity and dense populations [10] - In contrast, western and rural areas face slower development due to complex terrain and sparse populations, leading to higher logistics costs and longer delivery times [10] - Increased investment in rural e-commerce and logistics infrastructure is gradually reducing these regional disparities [10] Future Trends - The future of the express delivery industry will focus on smart, green, and international development [11] - Innovations such as drone delivery and autonomous vehicles are expected to enhance efficiency and reduce labor costs [11] - Environmental packaging and energy-saving measures will become industry standards [11] - With the rise of cross-border e-commerce, express companies will explore overseas markets and strengthen collaborations with international logistics firms [11] - Continuous technological innovation and improvement will be essential for companies to navigate market fluctuations and gain competitive advantages [11]