国家邮政局公布了快递行业最新的7月数据。7月份，全国快递服务企业业务量完成89.3亿件，同比增长28.8%；业务收入完成827 亿元，同比增长14.4%。上市公司公布了7 月经营数据。7 月份，顺丰控股业务量同比增长33.8%，单价同比下降10.7%；韵达股份业务量同比增长22.5%，单价同比提升1.5%；圆通速递业务量同比增长31.4%，单价同比下降6.3%；申通快递业务量同比增长13.7%，单价同比下降7.1%。

美西港口近期拥堵加剧，集运市场“紊乱”仍将继续，何时结束难以研判。考虑市场预期，与风险收益比，维持集运行业“中性”评级。

行业监管政策出台，快递行业非理性价格战已短期缓和，且Q2通达系份额初现回升。预计行业新进入者份额大幅提升难度加大，建议重视头部企业长期价值。电商快递是典型的规模经济，市场普遍认同，行业终将走向高度集中。行业监管下，以及规模经营能力高要求，预计新进入者份额大幅提升难度加大。建议放低短期业绩预期，重视头部企业长期价值。维持中通快递、韵达股份、圆通速递“增持”评级。

本篇报告回顾了菜鸟网络的发展历程，其作为物流行业整合、赋能者的角色，不断顺应行业背景进行战略的细化和调整，并推动物流全行业的高质量发展。展望未来，跨境电商物流、数智物流叠加供应链物流有望为其带来新的发展机遇。将愿景推广至全球，或是菜鸟网络的终极目标。

Aseptic packaging is a special manufacturing method in which beverages and food contents and substances are sterilized discretely from the packaging. These contents and substances are then injected into vessels in a sterile and germ-free atmosphere. This process utilizes very high temperature to preserve freshness of contents while safeguarding it from adulteration with microorganisms. The report focuses on current trends and future growth opportunities of aseptic packaging globally. In addition, the report includes details about various aseptic packaging such as cartons, bags & pouches, and bottles & cans. The report also includes information of material used for packaging such as paper & paperboard, plastics, metal, and glass. The study further analyzes the current market trends of aseptic packaging across different regions such as North America, Europe, Asia-Pacific, and LAMEA and suggests future growth opportunities.

海南全岛自贸区的建设为海南物流业提供了重要的发展机遇，物流通道作为物流网络中的重要构成部分，对服务自贸区货物高效流通运输等提供重要基础保障。新形势下，海南需要结合全岛物流通道等基础设施现状，明确其建设目标、重点任务等，以此为海南面向海内外发展全球经济提供重要的物流运输保障。