国家邮政局公布 2024 年 11 月邮政行业运行情况。11 月份，快递业务量完成 172.1 亿件，同比增长 14.9%;快递业务收入完成 1429.9 亿元，同比增长 12.8%。  业务量:受双十一前置影响11月增速回落 11 月社零总额同比增长 3.0%，增速环比 10 月回落 1.8pct。11 月全国规模以上快 递业务量为 172.10 亿件，同比增长 14.9%，受今年双十一大促启动时间提前影响， 部分件量分流至 10 月，11 月件量增速环比回落 9.1pct。通达系快递件量增速持 续高于行业增速，申通增速领先。11 月，顺丰/圆通/韵达/申通分别完成业务量 12.77/25.41/22.70/21.82 亿件，同比增速分别为 8.68%/17.44%/17.62%/21.13%。

交通运输、仓储和邮政业是国家经济血脉的重要组成部分.我们判断其固定资产投 资历年来的波动变化，不仅折射出中国经济发展的脉搏，也展现了政策导向对行 业的深远影响。从 2004 年至 2023 年，这一领域的投资增长率历经多次起伏:2009 年，在全球金融危机余波中，中国政府推出大规模经济刺激计划，使得行业投资 同比增速飙升至 48.3%的高点，带动了基础设施建设的全面加速。然而，随着经 济环境的变化，近几年行业投资增速逐渐放缓，甚至在 2021 年出现-1.6%的负增 长。但值得注意的是，2022 年和 2023 年，随着后疫情时期的经济复苏及物流网 络优化政策的实施，行业投资同比增速分别回升至 9.1%和 10.5%。这一趋势的回 升，我们判断是仓储物流领域在新时代下的再次崛起，为仓储物流 REITs 的发展 提供了坚实的投资基础和广阔的市场空间。这些数据不仅是行业发展的注脚，更 是经济调整中的先行指标，揭示了未来仓储物流行业将持续获得政策和资本的双 重推动，为经济高效运转提供强劲的支撑。

United Parcel Service Inc, Deutsche Post AG, FedEx Corp, A.P. Moller - Maersk AS, and Deutsche Bahn AG are the top 5 logistics companies in the world in 2021 by revenue. ▪ Cumulatively, the top 10 logistics companies generated revenue of USD 538,842 million, with the highest revenue generated by United Parcel Service Inc ( USD 97,287 million), followed by Deutsche Post AG ( USD 96,662 million) and FedEx Corp ( USD 83,959 million), while C.H. Robinson Worldwide Inc ( USD 23,102 million) stood the lowest.

在线旅游平台（OTA，即 Online Travel Agency）是全方位、多角度聚合旅游资源和信息，并将其链接至终端消费者的互联网平台。历经 20 多年的发展，中国在线旅游市场交易规模已达到 1.1 万亿元，在线旅游平台渗透率达六成以上，竞争结构演化至寡占型。

A transportation management system (TMS) is specialized software for planning, executing and optimizing the shipment of goods. Users perform three main tasks in a TMS: Find and compare the rates (prices) and services of carriers available to ship a customer's order, book the shipment and then track its movement to delivery.

Business Insider – An airline startup that hopes to fly Airbus A380s between New York and London is delaying its launch to 2025 – 21/6/2024 UK startup Global Airlines wants to fly Airbus A380s across the Atlantic but already faces delays.

A baggage handling system or a BHS is a type of conveyor system installed in an airport that enables the transport of passenger baggage from the ticket counter areas to the area where the baggage is loaded onto the aircraft. A BHS helps in transporting the checked baggage, which is unloaded from the aircraft to the baggage claim area. The baggage handling system uses various technologies, such as barcode scanners and RFID sensors, for processing.

The global civil aerospace market is highly consolidated and led by large international players. In terms of civil aircraft, Boeing and Airbus dominate among the fleets of airlines, however, Dassault Aviation and Bombardier are among the key players in the business jet category. These players compete aggressively and focus on increasing their efficiency, which might lead to funding new product development, increasing their market share, and raising profits. Pricing and other competitive elements are under tremendous pressure due to this market climate.