智通财经APP获悉，1月23日，世盟股份(001220.SZ)开启申购，发行价格为28元/股，申购上限为0.9万股，市盈率15.29倍，属于深交所，中金 公司为其保荐机构。 通常而言，社会物流总费用占GDP的比例被用来评价经济体中物流效率，该比例越低则表示物流效率越高、物流的发展水平越高。据悉，我 国社会物流总费用占GDP的比例由2012年度的19.0%下降到2024年度的14.1%，整体上呈下降趋势，体现出我国物流行业的总体运行效率逐渐 提高。 | 客户名称 | 计价方式及计量单位 | | 运输业务量 | | | | --- | --- | --- | --- | --- | --- | | | | 2025年1-6月 | 2024 年度 | 2023 年度 | 2022 年度 | | 北京奔驰 | 箱量计价(箱) | 6.121.00 | 16.117.00 | 18.270.00 | 24.091.00 | | 中都星徽 | 体积计价(万立方米) | 8.25 | 18.23 | 23.66 | 27.84 | | | 整车计价(趟) | 1.430.00 | 3.664.00 | 4.918.00 | ...

1月22日下午，世盟供应链管理股份有限公司（以下简称"世盟股份（001220）"，股票代码： 001220.SZ）首次公开发行股票并在主板上市网上路演在全景路演举行。 投资者交流环节，问及"世盟公司信息化升级改造项目"相关情况，世盟股份董事长兼总经理张经纬介 绍，该项目旨在升级改造物流信息平台，优化现有信息网络，完善信息系统的功能，提高信息系统运作 的时效性和准确度，保障数据安全以及公司信息网络安全高效运行。该项目将在公司现有规模的基础 上，升级改造公司信息化平台以全面提升公司信息技术软硬件环境和支持能力，同时适应下游客户的要 求，打造更加智能化的信息服务平台。本项目主要建设内容包括：机房与监控室建设、信息化升级改造 项目的硬件设备购置、信息化升级改造项目的软件购买以及开发等。 世盟股份是一家专注于为跨国制造企业提供定制化、一体化、嵌入式供应链物流解决方案的专业服务 商，公司围绕跨国制造企业，不断创新服务模式，增强物流服务能力，通过整合运力资源、仓储资源、 港口关务服务资源等基础服务功能，针对特定客户的行业特性和需求，形成包括关务服务、运输服务、 仓储及管理服务在内的全方位、一体化供应链综合物流服务。 当前， ...

1月22日下午，世盟供应链管理股份有限公司（以下简称"世盟股份（001220）"，股票代码： 001220.SZ）首次公开发行股票并在主板上市网上路演在全景路演举行。 投资者交流环节，问及第三方物流行业发展趋势及对公司影响，世盟股份物流运营总监王涛称，当前第 三方物流行业的发展呈现的核心趋势有：物流企业向高质量发展转型、第三方物流市场空间持续释放、 物流服务向供应链两端延伸成为趋势、物流企业间的资源整合和战略合作需求凸显、行业信息化管理水 平继续提升等，由于第三方综合物流企业对主要客户的综合物流业务具有高度定制化的特点，服务明星 客户的案例和质量成为体现合同物流企业服务能力的重要体现，世盟服务的客户包括奔驰、马士基、利 乐包装、安姆科、发那科、北京现代等全球知名客户。上述领先的国际制造型企业精益化生产水平高， 对物流供应商的遴选门槛高、要求严，世盟能很好地服务上述领先国际制造客户，是行业地位的有力证 明。 世盟股份是一家专注于为跨国制造企业提供定制化、一体化、嵌入式供应链物流解决方案的专业服务 商，公司围绕跨国制造企业，不断创新服务模式，增强物流服务能力，通过整合运力资源、仓储资源、 港口关务服务资源等基础服 ...

世盟股份是一家专注于为跨国制造企业提供定制化、一体化、嵌入式供应链物流解决方案的专业服务 商，公司围绕跨国制造企业，不断创新服务模式，增强物流服务能力，通过整合运力资源、仓储资源、 港口关务服务资源等基础服务功能，针对特定客户的行业特性和需求，形成包括关务服务、运输服务、 仓储及管理服务在内的全方位、一体化供应链综合物流服务。 需要特别强调的是，作为根植华北、覆盖全国的领先综合物流企业，经过多年的经验积累，世盟股份已 具有综合竞争优势，并向多家世界知名的领先制造业企业提供长期的物流服务，在市场建立了良好口碑 及品牌形象。公司在华北、华东地区最为核心的港口天津港、上海港拥有领先的资源整合能力和物流业 务开展经验，是华北地区集装箱陆运物流领域的领先企业。 众所周知，物流信息化是现代物流发展的必然要求。全景网注意到，数字化、智能化转型亦是世盟股份 提升核心竞争力的重要支撑。公司始终坚持"业务场景驱动技术应用"的发展路径，投入大量资源搭建智 能物流信息体系，构建了以TMS（智慧调度系统）、WMS（仓储管理系统）、OMS（订单管理系统） 为核心，融合BMS（智能结算）、CMS（合同管理）、BI（智能分析）、VMS（可视 ...

Core Viewpoint - 科捷智能科技股份有限公司 focuses on automation solutions in logistics and manufacturing, aiming to become a leader in the global intelligent equipment sector through its innovative products and strategic initiatives [1][6]. Group 1: Product Innovation - The company has developed key products such as cross-belt sorters and stackers, which significantly enhance sorting efficiency to over 20,000 items per hour with an error rate below 0.01% [2][3]. - The stacker, a core component of intelligent warehousing, has achieved a height of 40 meters, overcoming welding deformation challenges to improve storage capacity by 50% in the same area [4]. - The introduction of a high-speed wheel sorter has pushed sorting efficiency to 7200 pieces per hour, addressing traditional limitations in manual sorting [2][3]. Group 2: Technological Advancements - The company has implemented real-time data interaction between PLCs to reduce sorting errors, achieving a packet loss rate of less than 0.01% [3]. - A specialized team improved the design of control cabinets, reducing wiring errors from 5% to below 0.1%, thus tripling production efficiency [5]. - The integration of WMS and WCS systems has enhanced warehouse space utilization by 30% and increased production efficiency by 25% [5]. Group 3: Market Strategy - The company is pursuing a modular strategy to enhance product customization and reduce delivery times by 30% compared to industry averages [6]. - Digital transformation initiatives have led to real-time monitoring of production data and a reduction in energy consumption by 18% [6]. - The international strategy has resulted in over 1000 integrated projects delivered across more than 20 countries, showcasing the company's global reach [7]. Group 4: Industry Impact - The automation solutions provided by the company address the pain points in the e-commerce and logistics sectors, particularly during peak periods like "618" and "Double 11" [2]. - The intelligent equipment developed by the company is becoming essential for many enterprises undergoing digital transformation in manufacturing [3][4].

Core Insights - The company, KJ Intelligent Technology, focuses on smart logistics and manufacturing solutions, aiming to become a leader in the global intelligent equipment sector through automation, digitalization, and intelligence [2][8]. Group 1: Product Innovations - KJ Intelligent has developed key products such as cross-belt sorters and stackers, which have become essential in the smart warehousing sector, achieving sorting efficiency of over 20,000 items per hour with an error rate below 0.01% [3][4]. - The company has successfully created a 40-meter high double-column heavy-duty stacker, increasing storage capacity by 50% within the same area, addressing the industry's height and precision bottlenecks [5]. - A breakthrough in control cabinet design has reduced wiring error rates from 5% to below 0.1%, enhancing production efficiency by three times [6]. Group 2: Technological Advancements - KJ Intelligent has integrated WMS (Warehouse Management System) and WCS (Warehouse Control System) to optimize inventory and improve production efficiency by 25%, while increasing warehouse space utilization by 30% [7]. - The company has implemented algorithm optimization and advanced communication technologies to ensure real-time data exchange, reducing packet loss to below 0.01% [4]. Group 3: Market Strategy - The company is pursuing a modular strategy to enhance product customization and reduce delivery times by 30%, achieving over 70% product reuse in standard modules [8]. - KJ Intelligent is leveraging digital technologies such as IoT and big data to improve production monitoring and reduce energy consumption by 18% [8]. Group 4: International Expansion - KJ Intelligent has successfully delivered over 1,000 integrated projects in more than 20 countries, establishing a global network and creating benchmark projects in sectors like lithium materials and tire manufacturing [9]. - The company's smart warehousing system has helped clients reduce production cycles by 15 days and cut storage costs by 20% in specific projects [9].