除创新融合基地外，设计之都-跨境服务站在大会上正式签约成立，以"精准赋能、高效协同"为核心， 聚焦企业出海过程中的合规咨询、物流配套、平台入驻、人才培育等核心痛点，提供一站式解决方案。 中国复关嘉宾发表《中国跨境电商报告：当前国际环境下如何布局获取新机遇》主题演讲，结合全球贸 易格局重构的宏观背景，为跨境电商全产业链发展提供了高屋建瓴的战略指引。 来源：东方网 2025年9月28日，以"聚链成势·破浪前行"为主题的2025跨境产业集群发展大会，在广州市白云区启幕。 本次大会由广州市白云区跨境电商及物流促进会（简称"跨促会"）主办，大会汇聚了学术、电商平台、 跨境企业及服务商代表千余人，核心任务聚焦推进"设计之都-跨境产业创新融合基地"与"设计之都-跨境 服务站"两大项目落地。 大会现场，设计之都-跨境产业创新融合基地发布仪式顺利举行，多个跨境集群基地正式揭牌，通过集 聚平台、物流、服务、人才等要素，为白云区打造具有全国竞争力的跨境电商产业集群筑牢根基。 作为大会主办单位，"跨促会"相关负责人表示，将以此次大会为契机，充分发挥桥梁纽带与资源整合优 势，搭建更多高质量的行业交流与服务平台，助力白云区打造全国跨境电 ...

图：沪深 300 指数趋势 图：跨境物流指数趋势 周报——第 20 期 联系方式 香港，中国 Email: info@shipping-weekly.com | 1. 全球跨境物流重要新闻 | 1 | | | --- | --- | --- | | 1.1 跨境电商新闻跟踪 | | 1 | | 1.2 跨境物流（航空）新闻跟踪 | | 3 | | 1.3 跨境物流（航运）新闻跟踪 | | 5 | | 2. 跨境物流重要数据变化 | 6 | | | 2.1 航运周度领先数据跟踪 | | 6 | | 2.1.1 航运运价跟踪 | 6 | | | 2.1.2 航运期租价格跟踪 | 9 | | | 2.1.3 港口集装箱船停靠量跟踪 | 9 | | | 2.1.4 船舶通行量跟踪 | 10 | | | 2.1.5 港口堵塞数据跟踪 | 11 | | | 2.1.6 本周集装箱船运力部署追踪 | 12 | | | 2.1.7 本周船舶油价跟踪 | 15 | | | 2.1.8 船价、运力追踪 | 16 | | | 2.2.空运周度领先数据跟踪 | 17 | | | 2.2.1 空运运价追踪 | 17 | | | 2.2 ...

Core Viewpoint - The "Belt and Road Initiative" (BRI) has evolved into the largest and most influential international economic cooperation platform globally, addressing various global challenges and enhancing international collaboration [5][9][10]. Group 1: Infrastructure Development - The BRI focuses on "hard connectivity" through infrastructure projects, forming an integrated network of land, sea, and air transport, which enhances regional logistics efficiency and industrial collaboration [6]. - Significant projects, such as cross-border highways, railways, ports, and aviation hubs, have been accelerated, improving energy security and development foundations [6]. Group 2: Regulatory and Standards Cooperation - The BRI emphasizes "soft connectivity" by deepening regulatory and standards alignment among participating countries, establishing a framework for cooperation [6]. - Over 150 countries and 30 international organizations have signed cooperation documents related to the BRI, with trade volume projected to reach 22.1 trillion yuan in 2024, accounting for over 50% of China's total imports and exports [6]. Group 3: Cultural and People-to-People Exchanges - The initiative fosters cultural, tourism, and educational cooperation, enhancing mutual understanding and interaction among the peoples of participating countries [6][9]. Group 4: New Areas of Cooperation - The BRI is expanding into new areas such as green and innovative development, establishing international alliances for green development and implementing technology innovation action plans [7][9]. Group 5: Global Economic Impact - The BRI addresses developmental bottlenecks in participating countries through infrastructure projects, improving local living conditions and economic capabilities [9]. - It enhances global economic vitality by promoting international cooperation and investment, facilitating the flow of information, capital, technology, and goods [9]. Group 6: Global Governance and Civilizational Exchange - The BRI offers new solutions for global governance, advocating for genuine multilateralism and promoting a fairer global governance system [10]. - It emphasizes cultural exchange and mutual learning, fostering a new landscape of human interaction and cultural integration [10]. Group 7: Case Studies - A logistics company in Xi'an benefits from the BRI by facilitating efficient cross-border trade, connecting Central Asia and Europe [12]. - The Oasis Energy Storage Project in South Africa, supported by China Bank, showcases financial backing for green development initiatives [15]. - The Thailand Luban Workshop exemplifies successful vocational training collaboration, enhancing skills and economic conditions for Thai students [16].

Core Points - The "Best Logistics Service Provider – E-commerce" award was won by Cainiao for its exceptional global e-commerce logistics services [1] - Cainiao focuses on international logistics and technology, providing logistics and supply chain services tailored to global e-commerce needs [1] - The global supply chain aims to assist brands in establishing a presence in both Chinese and global markets [1] - Cross-border logistics offers higher efficiency for direct shipping of Chinese goods worldwide and expands global-to-global cross-border services [1] - Local express services are provided in nearly 10 countries, offering cost-effective collection and delivery [1] - These international logistics services are supported by Cainiao's global e-commerce logistics network and unique logistics technology capabilities [1] - Since 2025, more mainstream global e-commerce platforms and brands are establishing and deepening cooperation with Cainiao [1] - The "Asian Freight, Logistics and Supply Chain Awards" is organized by "Asian Freight News," with award-winning companies selected by over 15,000 industry professionals globally [1]

展望未来，圆通国际将持续聚焦国际化发展战略，大力拓展新兴市场，稳步构建"中国联世界，世界联 世界"的全球物流网络，稳健有力谱写全球物流发展新篇章。 （编辑 张伟） 本报讯 （记者李春莲） 9月3日，圆通国际快递供应链科技有限公司（以下简称"圆通国际"，06123.HK）发布公告称，公司已 与哈萨克斯坦当地企业签署《初步买卖协议》，成功购得哈萨克斯坦阿拉木图某地块。该地块将用于建 设圆通中亚总部枢纽项目及配套物流基础设施，这标志着圆通国际"1+7"全球枢纽设施和运营网络的建 设取得关键进展。伴随着这一项目的建设，圆通国际将影响力辐射至中亚五国，并以此为切入点，在哈 萨克斯坦打造物流生产加工制造商贸电商协同产业园，推动中国与中亚地区更加高质量地互联互通。 作为圆通国际在中亚地区的首个智慧物流枢纽，项目集成跨境物流、仓储保税、商贸服务、集货发运、 清关转运等功能，建成后将为中亚国家、欧盟和欧亚经济联盟成员国提供高效的货物处理和配送服务， 并助力中国企业走出去、引进来，推动亚欧现代化物流网络发展。 本次投资也是圆通国际与哈萨克斯坦持续深化合作的关键一步。为推动全球物流网络升级、园区共建共 享与商贸资源高效协同，近期， ...

Group 1 - The core strategy of YTO Express International is to enhance its international development by aligning with trends in cross-border e-commerce, Chinese enterprises, and the Belt and Road Initiative [1][2] - The company aims to establish a "1 + 7" global hub facility and operational network to strengthen control over logistics infrastructure and resources in key regions and countries [1] - YTO Express International is focused on creating a secure, efficient, and sustainable logistics supply chain, optimizing its cross-border logistics product matrix, and extending its service offerings [1][2] Group 2 - The company has entered into a preliminary sale agreement to acquire two plots of land in Kazakhstan for a total consideration of $6.1315 million [1] - The acquired land will be utilized for building bonded and non-bonded warehouses, logistics facilities, and supporting infrastructure, enhancing the company's logistics capabilities [2] - This acquisition is expected to create synergies in warehousing, delivery, and logistics capabilities, further developing international express, freight, and supply chain services [2]

Group 1 - The company aims to enhance its international development strategy by establishing a "1+7" global hub facility and operational network to strengthen logistics infrastructure and resource control in key regions and countries [1][2] - The company has entered into a preliminary sale agreement to purchase land in Kazakhstan for a total consideration of USD 6.1315 million, which will be used for building bonded and non-bonded warehouses, logistics facilities, and supporting infrastructure [1][2] - The acquisition is expected to create synergies in warehousing, delivery, and logistics capabilities, thereby optimizing the cross-border logistics product matrix and extending the service chain [2] Group 2 - The company is focused on developing international express delivery, international freight, and supply chain services to enhance its global service capabilities [2] - The strategic move aligns with trends in cross-border e-commerce and the Belt and Road Initiative, aiming to build a global logistics network that connects China with the world [2]

该等土地指位于哈萨克斯坦阿拉木图州Baiserke村霍尔果斯-阿拉木图公路南侧的两幅地块。 集团拟将该等土地用于兴建保税及非保税仓、保税及非保税堆场、合资物流仓及生活配套设施。董事认 为收购事项可让集团借助该等土地的位置及资源优势，在重点区域和国家、关键市场等构建物流枢纽节 点，加大对物流核心基础设施的建设投入，与集团在仓储、交付、物流能力等方面产生协同效应，从而 优化跨境物流产品矩阵，延伸跨境物流服务链路，着力发展国际快递、国际货运和供应链业务，进一步 提升全球化综合服务能力，并稳步构建"中国联世界，世界联世界"的全球物流网络。 智通财经APP讯，圆通国际快递(06123)发布公告，为深化推进国际化发展战略，紧跟跨境电商、华人企 业和"一带一路"发展趋势，积极布局海外市场，构建"1+7"全球枢纽设施和运营网络，增强对重点区域 和国家物流核心基础设施和资源的掌控力，打造安全、畅通、便捷、高效、可持续、自主、可控的物流 供应链体系，优化跨境物流产品矩阵，延伸跨境物流服务链路，致力于为广大客户提供集货发运、干线 运输、清关转运、末端派送等一站式服务，进一步提升全球化综合服务能力。于2025年9月3日，买方 (Sk ...

Core Insights - The company reported a total revenue of 188 million yuan for the first half of 2025, representing a year-on-year increase of 17.69%, while the net profit attributable to shareholders was 2.08 million yuan, a significant decline of 91.16% compared to the previous year [1] - The second quarter of 2025 saw a revenue of 109 million yuan, up 14.08% year-on-year, with a net profit of 7.01 million yuan, marking a substantial increase of 138.44% [1] - The company's accounts receivable increased by 52.88% year-on-year, indicating a growing reliance on credit sales [1] Financial Performance - Gross margin decreased to 13.14%, down 4.73% year-on-year, while net margin plummeted to 1.03%, a drop of 92.69% [1] - Total operating expenses (selling, administrative, and financial) amounted to 27.74 million yuan, accounting for 14.75% of revenue, a decrease of 19.09% year-on-year [1] - Earnings per share fell to 0.00 yuan, a decline of 91.13% compared to the previous year [1] Cash Flow and Debt - Cash and cash equivalents decreased by 54.43% to 88.44 million yuan, primarily due to investments in financial products [3] - Short-term borrowings surged by 266.63%, reflecting increased financing from financial institutions [3] - The net cash flow from operating activities dropped by 166.34%, largely due to a lack of performance compensation received in the previous year [3] Business Model and Market Position - The company's return on invested capital (ROIC) was reported at 1.89%, indicating weak capital returns over recent years [4] - The company has experienced three years of losses since its listing, suggesting a fragile business model [4] - The company is focusing on high-value products in sectors such as industrial components and precision instruments, which are critical for its logistics services [5] Operational Insights - The company has completed the purchase of 28 TIR vehicles to enhance its logistics capabilities, indicating a strategic move to improve service reliability and efficiency [5] - As of March 31, the company had a cash balance of 111 million yuan and a debt ratio of 19.98%, suggesting a relatively healthy cash position despite ongoing cash flow challenges [5]

登录新浪财经APP 搜索【信披】查看更多考评等级 ■ 本次修订将"股东大会"的表述统一调整为"股东会"，《公司章程》中涉及如条款编号、个别词语调整 等，因不涉及权利义务变动，系非实质性修订，本公告中不再作一一对比。修订后的《公司章程》全文 详见公司同日于上海证券交易所网站（www.sse.com.cn）披露的《海程邦达供应链管理股份有限公司章 程》。 本次取消监事会并修订《公司章程》事项，尚需提交公司2025年第二次临时股东大会审议，董事会提请 股东大会授权公司管理层或其指定人员办理相关工商备案登记手续。 特此公告。 海程邦达供应链管理股份有限公司董事会 2025年8月26日 证券代码：603836 证券简称：海程邦达 公告编号：2025-058 海程邦达供应链管理股份有限公司 关于"提质增效重回报"行动方案的 公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性承担法律责任。 为深入贯彻党的二十大和中央金融工作会议精神，落实国务院《关于进一步提高上市公司质量的意见》 要求，积极响应上海证券交易所《关于开展沪市公司"提质增效重回报"专项行动 ...