经济观察网 2026年2月19日，跨境电商新政密集落地，包括出口退运税收优惠延续至2027年底及海关总 署推广25项贸易便利化措施，旨在降低企业成本、提升效率。吉宏股份作为供应链服务商代表，凭借 AI智能分拣系统优化退运处理，海外仓利用率达85%，直接受益于政策红利。新政对跨境电商板块形成 结构性利好，但需关注个股分化风险。 根据机构整合数据（截至2026年2月21日），吉宏股份市场关注度中性，机构给予综合目标价21.14元， 较最新价（2月13日A股收盘价18.53元）潜在上涨空间35.43%。盈利预测显示，2025年净利润预计同比 增长56.47%，2026年增速放缓至26.81%，主要受AI技术赋能跨境电商业务驱动。近期无新增研报，但 长城证券1月26日报告指出，公司AI战略已显成效，2025年业绩预增50%-60%。 以上内容基于公开资料整理，不构成投资建议。 如何抓住"黄金牛市"波段机会？升级投资账户，一键配置金+银>> 机构观点 ...

Key Points - 36Kr will cover the global stories of Chinese brands at CES 2026, following their previous coverage at IFA and GITEX GLOBAL in 2025 [2] - Didi's international business has expanded to 14 countries and regions across Latin America, Asia-Pacific, and Africa, with a 13.8% year-on-year increase in core platform order volume [3] - WeRide and Uber have launched L4 level fully autonomous Robotaxi commercial operations in Abu Dhabi, marking the first such operation in the Middle East [4] - Cainiao has launched a cross-border small package service covering eight African countries, with plans to expand to South Africa and Egypt by the end of December [4] - Temu has partnered with Royal Mail to enhance its local fulfillment system in the UK, adding over 24,000 parcel drop-off points [4] - JD FinTech has partnered with Banking Circle to provide cross-border financial services for global enterprises, facilitating multi-currency accounts and payment solutions [5] - J&T Express has implemented an AI sorting system in Thailand, doubling efficiency and achieving over 99% accuracy [5] - Dianping has expanded its services to over 1,000 cities worldwide, focusing on destinations popular among Chinese tourists [6] - The tea brand Jasmine Milk Tea has opened two stores in Jakarta, Indonesia, and four stores in the US, expanding its global presence [7] - Leapmotor has officially entered the South American market with launches in Brazil and Chile, planning to establish 36 outlets in Brazil by 2025 [7] - Aito has launched its Aito 11 model in Brazil, collaborating with CAOA Group for market entry and sales support [7] - EVE Energy has signed a three-year memorandum for a 1.48GWh energy storage project in Northern Europe, with the first batch of orders to be shipped in December [8] - Tencent's Hunyuan 3D engine has launched an international version, allowing global users to create high-quality 3D works [8] - Das Intellitech has established its MENA headquarters in Doha, aiming to enhance cooperation with local SMEs and support Qatar's innovation goals [8] - Hypershell has completed $70 million in financing, expanding its consumer-grade exoskeleton products to over 70 countries [9] - Bixing Coffee has raised several million yuan in B round financing to expand its presence in Italy, Japan, and Indonesia [10] - Lingxin Smart Hand has completed A+ round financing, with monthly orders exceeding 1,000 units [10] - Ruiyun Cold Chain has raised nearly 100 million yuan in A+ round financing to enhance its digital capabilities and international expansion [10] - WoFei ChangKong has completed C round financing to integrate eVTOL into the global low-altitude transportation system [11] - Bain predicts that global humanoid robot sales could exceed 10 million units by 2035, with a market size reaching $260 billion [12] - Beijing is supporting humanoid robot companies to expand internationally and enhance global collaboration [12]