
A | (ECNS) -- Humanoid robots, automated sorting systems, and autonomous delivery vehicles are being widely used across China’s express delivery sector, from sorting centers to last-mile delivery. At a mail processing center in Guangzhou, Guangdong Province, humanoid robots sort parcels alongside robotic arms and autonomous forklifts. The center handles more than seven million mail items a day, with robotic arms processing up to 1,200 items per hour during peak periods. A three-dimensional sorting system developed by a Guangzhou-based company can process between 8,000 and 20,000 items per hour, boosting efficiency by roughly fivefold while reducing floor-space requirements by about 50%. In Foshan, autonomous vehicles are being used to move parcels, fresh food and bulky goods between delivery outlets, community collection points and local businesses. At one electric two-wheeler retailer, the service has cut logistics costs for transfers between stores by 60%. At a smart logistics facility in Quanzhou, east China's Fujian Province, more than 100 mobile robots shuttle goods through the warehouse. A newly introduced storage system can handle up to 2,637 bins per hour. (By Intern Yang Hongran, Zhang Dongfang)
。 本篇评级为★★★,主要围绕以下内容展开:
1、利好都摆在了桌面上,若向上还需新支撑;
2、美澳联手搞稀土,会动摇战略资源品赛道吗?
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B | 1、利好都摆在了桌面上,若向上还需新支撑 今天,国内市场情绪回暖,从大势上看,特朗普确实发挥了作用——他对中国议题的发言愈发软化,态度越来越好。今日他最新对外表示,明年年初很可能访问中国;在双方元首尚未月底会晤前,他已抢先发布2026年的“好消息”,令全球股市感受到稳定。隔夜美股全面收高,标普500涨幅超1%,暖意也传染至包括A股在内的其他市场。 这意味着中美关系正进入新的博弈阶段:美方策略从亲自下场对抗,转为态度软化,但对战略行业的局部打压会更集中,同时拉拢更多盟友共同应对中国。可以说,特朗普10月的态度已完成“从恐吓到全面软化”的周期。市场在其威胁时害怕,又随其步步妥协而回暖,如今“暖风”似乎已被最大程度定价,需提防透支风险。资本市场永远提前反应,若月底元首会前特朗普已摆出如此姿态,还有哪些未知利好?须留一份谨慎。美股随特朗普态度先跌后涨,科技板块波动尤甚。

C | 市场眼下追问:还有啥超预期利好?不少投资者寄望美联储月底议息会“接棒”放鸽。然而,距离降息决议仅余四五天,时间所剩无几;且市场已一致预期降息25bp,若果真兑现,也无惊喜。至此,本轮修复略显“寡淡”——虽明显反弹,却缺乏继续突破、创新高的清晰动力。中美股市,尤其科技板块,联动性强;美股若陷入“利好出尽”,A股亦会承压。 本文为妙投付费内容,上述仅为摘要,购买本专栏即可解锁完整内容。新用户可免费领本专栏7天阅读体验机会,在妙投APP-我的-权益兑换 输入“妙投888”即可领取。

D |
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