2025年2月23日物流头条

项目VIP(公众号）出品

1. 2025年铁路春运收官，货运量创历史新高

今日，中国国家铁路集团宣布，为期40天的2025年铁路春运圆满结束，全国铁路累计发送旅客5.13亿人次，同比增长6.1%；货运方面，国家铁路累计发送货物4.15亿吨，同比增长5.4%，客货运量均创春运同期历史新高。

- 重点物资保障：大秦、兰新等货运通道优先保障电煤、粮食、春耕物资运输，铁路直供电厂存煤可耗天数稳定在20天以上，支撑国民经济平稳运行。

- 国际物流通道：春运期间中欧班列开行3230列，西部陆海新通道班列货运量同比增长24.1%，中老铁路跨境货物运输量增长8.1%，助力国际供应链稳定。

2. 冷链物流概念股表现亮眼，36只个股连涨

截至2月21日收盘，冷链物流概念股中，中粮科工、冰轮环境等36只个股实现连续上涨，涨幅最高达26.5%。这一趋势反映了市场对冷链物流行业的信心，尤其是在农产品流通和生鲜供应链领域的持续需求。

3. 湖南永州、常德获批国家物流枢纽

国家发改委近期新增26个国家物流枢纽承载城市，湖南永州（陆港型）和常德（生产服务型）入选。至此，湖南已有7个城市成为国家物流枢纽，覆盖陆港、港口、空港等多类型，将进一步整合省内物流资源，降低社会物流成本，推动区域经济发展。

4. 地方民生物流动态

- 北京怀柔“流动超市”服务山区：宝山镇通过每日开行“流动超市”小货车，覆盖25个行政村，两年累计服务6万余人次，解决偏远地区居民购物难题。

- 农产品物流价格行情更新：江西九江、山东滕州等地发布今日农产品大宗价，如江西的活鲫鱼大宗价为20元/公斤，山东的西红柿大宗价仅为3元/公斤，区域价格差异显著。

5. 物流基础设施建设进展

- 苹果园交通枢纽冲刺建设：北京石景山苹果园交通枢纽计划2025年内竣工，将提升京西地区交通物流效率。

{今日心语}不仅人类有幻觉，人工智能也有幻觉。人类总幻觉自己是最强大的，机器也是吗？

Logistics Headlines February 23, 2025

Produced by Project VIP (Official Account)

2025 Railway Spring Festival Transport Ends, Freight Volume Hits Record High

Today, China State Railway Group announced that the 40-day 2025 railway Spring Festival transport concluded successfully. The national railways sent a total of 513 million passengers, increasing by 6.1% year-on-year. In terms of freight, the national railways sent a total of 415 million tons of goods, increasing by 5.4% year-on-year. Both passenger and freight volumes reached new highs during the Spring Festival transport period.

- Key Materials Guarantee: Freight channels such as Daqin and Lanxin gave priority to guarantee the transportation of thermal coal, grain, and spring farming materials. The coal storage at railway direct power supply plants could last for more than 20 days, supporting the stable operation of the national economy.

- International Logistics Channels: During the Spring Festival transport, 3,230 China-Europe Railway Express trains were operated. The freight volume of the Western Land-Sea Corridor trains increased by 24.1% year-on-year, and the cross-border cargo transportation volume of the China-Laos Railway increased by 8.1%, contributing to the stability of the international supply chain.

Cold Chain Logistics Concept Stocks Perform Well, 36 Stocks Rise Consecutively

As of the close on February 21, among the cold chain logistics concept stocks, 36 stocks such as COFCO Engineering & Technology and Binglun Environment achieved consecutive rises, with the highest increase reaching 26.5%. This trend reflects the markets confidence in the cold chain logistics industry, especially the continuous demand in the fields of agricultural product circulation and fresh food supply chains.

Yongzhou and Changde in Hunan Approved as National Logistics Hubs

The National Development and Reform Commission recently added 26 cities to host national logistics hubs. Yongzhou (land port type) and Changde (production service type) in Hunan were selected. So far, 7 cities in Hunan have become national logistics hubs, covering multiple types such as land ports, ports, and airports, which will further integrate the provinces logistics resources, reduce social logistics costs, and promote regional economic development.

Dynamics of Local Peoples Livelihood Logistics

- "Mobile Supermarket" Services in Mountainous Areas of Huairou, Beijing: Baoshan Town in Huairou District operates a "mobile supermarket" mini-truck daily, covering 25 administrative villages. It has served more than 60,000 person-times in two years, solving the shopping difficulties of residents in remote areas.

- Update on Agricultural Product Logistics Prices: Jiangxi Jiujiang, Shandong Tengzhou and other places released todays bulk prices of agricultural products. For example, the bulk price of live crucian carp in Jiangxi is 20 yuan/kg, and the bulk price of tomatoes in Shandong is only 3 yuan/kg, showing significant regional price differences.

Progress in Logistics Infrastructure Construction

- Apple Orchard Transportation Hub Rushes for Construction: The Apple Orchard Transportation Hub in Shijingshan, Beijing is planned to be completed within 2025, which will enhance the transportation and logistics efficiency in the western part of Beijing.

{Todays Thought} Not only humans have illusions, but artificial intelligence does as well. Humans always have the illusion that they are the most powerful. Does the machine have the same?