跨境电商方兴未艾，跨境电商物流关键环节具备核心资源优势的物流服务商有 望获益。近年来，受疫情 和通胀对消费习惯的影响，全球电子商务市场持续增长，渗透率提升

国家邮政局披露2024年7月行业经营数据，A股快递公司披露24年7月经营数据。2024年7月，国内社零总额为3.8万亿元，同比+2.7%；实物商品网上零售额为1.5万亿元，同比+13.7%；实物商品网购渗透率为 27.8%，同比+3.7pp，环比持平  

自一月发布高速公路行业深度报告推荐其作为红利低波优质资产以来， 高速公路行业指数大幅上涨。如今我们重新回顾高速公路行业的长期逻 辑，以判断在大涨后高速公路红利资产是否仍值得长期持有。

Nonwoven refers to a fabric-like material comprised of long and short staple fibers that have been mechanically, chemically, thermally, or solvent-bonded together. The study captures the demand for non-woven materials based on the various market dynamics, technology trends, and demand-supply conditions across the world. The study covers the non-woven packaging market tracked in terms of volume in million tonnes. This report analyzes the factors that impact geopolitical developments in the market, which were studied based on the prevalent base scenarios, key themes, and end-use application-related demand cycles. The estimates exclude the weight of the content that is or is to be packed inside the non-woven packaging solutions.

Anti-counterfeit packaging involves integrating technologies such as barcodes, holograms, watermarks, and taggants during packaging to tell apart from original goods from counterfeit ones. The packaging solutions also refrain counterfeiters from making and selling forged goods.

Micromobility refers to the use of lightweight, often electrically powered vehicles for short-distance trips within urban areas. These vehicles are typically designed for one or two passengers and are well-suited for navigating crowded city streets and narrow pathways.

Spare parts are parts of a machine that are inventoried, and these parts are used to replace the broken parts of a machine when needed. A few common examples of spare parts that are frequently replaced in the automotive industry are tires, batteries, exterior lights, and windshields. In the aerospace industry, spare parts include tires, batteries, bulbs, and spark plugs of aircraft.

Military logistics is a crucial branch of the armed forces that includes the organization, transportation, and upkeep of the military forces. To gain an advantage over potential threats during a war or natural disaster or to catch up to other state actors, military logistics deals with the movement of personnel from one location to another, and logistics is carried out via air, sea, or land. Logistics play a significant role in determining how wars turn out during military conflicts. Military logistics are necessary because of the militarys responsibilities in relation to various operations such as reconnaissance, surveillance, and quick response. In conclusion, military logistics aids in carrying out maintenance, search and rescue, and other operations, as well as delivering personnel, weapons, medical supplies, and food to inaccessible or remote locations.

Retail logistics is the process of managing the flow of merchandise from the source of supply to the customer. Large retailers deal with a wide variety of products, which generates the need for systematic planning for the movement of goods until they are delivered to the customer.

Healthcare logistics encompasses the packaging and transportation of pharmaceuticals, medical devices, surgical supplies, and other healthcare products to end-users such as hospitals, pharmacies, diagnostic and research laboratories, and more.

Healthcare supply chain management involves the strategic coordination and integration of processes related to the production, procurement, distribution, and consumption of goods and services within the healthcare ecosystem. Healthcare supply chain software streamlines medical supply procurement, inventory management, and overall spend management. The software also promotes and supports transparency between primary, ancillary care, and non-acute care providers in the types of services and procedures that they provide.

Shipping container liners are packaging materials used for the bulk shipment of goods, materials, and commodities. Whenever the goods are transported from one location to another, the climatic conditions change, which can cause container rain or cargo sweat. In addition, it may also happen that the goods or materials come in contact with contaminants at the other location, such as water, oil, and dust, which can possibly degrade or destroy the quality of the goods or materials being carried in the container.

Steam cleaners are cleaning appliances that use steam to quickly clean, dry, and sanitize inanimate surfaces that carry infectious organisms. They are also known as wet/dry vacuum cleaners. By end-users, the global steam cleaner market is dominated by the commercial segment, followed by the residential segment.