The U.S. layoff machine is slowly speeding up, and Wall Street is beginning to notice. Goldman Sachs is warning that there are "growing signs of weakness" in the U.S. employment market. Goldman Sachs analysts said that job losses may be rising, even while official statistics seem steady. Goldman economists Manuel Abecasis and Pierfrancesco Mei weighed in. Their statements come as FedEx says it will lay off 856 people at a key logistics center in Coppell, Texas. The firm said the decision was due to a cu ...

SINGAPORE, Dec. 1, 2025 /PRNewswire/ -- CooperVision Asia Pacific, in collaboration with CEVA Logistics, has opened a new Regional Service Centre in Singapore, marking a significant milestone in both companies’ commitment to enhance supply chain and logistics capabilities across the Asia Pacific region. Strategically located in CEVA’s healthcare hub facility within Singapore’s Airport Logistics Park, a designated free trade zone adjacent to Changi Airport, the centre marks the first phase of a broader infra ...

I have been working in the logistics sector for almost two decades. I have been into stock investing and macroeconomic analysis for almost a decade. Currently, I focus on ASEAN and NYSE/NASDAQ Stocks, particularly in banks, telco, logistics, and hotels. Since 2014, I have been trading on the PH stock market. I focus on banking, telco, and retail sectors. A colleague encouraged me to engage in the stock market as part of my portfolio diversification instead of putting all my savings in banks and properties. ...

I have been working in the logistics sector for almost two decades. I have been into stock investing and macroeconomic analysis for almost a decade. Currently, I focus on ASEAN and NYSE/NASDAQ Stocks, particularly in banks, telco, logistics, and hotels. Since 2014, I have been trading on the PH stock market. I focus on banking, telco, and retail sectors. A colleague encouraged me to engage in the stock market as part of my portfolio diversification instead of putting all my savings in banks and properties. ...

If you are a shareholder who suffered a loss, contact us to participate . NEXT STEPS FOR SHAREHOLDERS : Once you register as a shareholder who purchased shares during the timeframe listed above, you will be enrolled in a portfolio monitoring software to provide you with status updates throughout the lifecycle of the case. There is no cost or obligation to you to participate in this case. Accessibility StatementSkip Navigation LOS ANGELES, Dec. 1, 2025 /PRNewswire/ -- The DJS Law Group  reminds investors of ...

**涉及的公司与行业** * 公司：中通快递（ZTO Express，ZTO US / 2057 HK）[1][13][28] * 行业：中国物流快递行业 [1][7][13] **核心观点与论据** **行业政策与竞争格局转变** * 反内卷政策自八月推出并于十月严格执行 正从根本上重塑竞争格局 推动行业从量驱动增长转向更平衡地关注质量与盈利能力 [1][7][8] * 该政策导致行业低价值 低利润包裹显著减少 并非一次性措施而是旨在稳定价格和确保理性竞争的持续性监管努力 [8] * 行业竞争环境预计将保持理性 价格战严重程度降低 更侧重于服务质量与效率 [8] * 管理层预计2026年行业增长约10% 公司目标通过质量驱动竞争和纪律执行实现超越 [8] **公司的市场地位与业绩表现** * 公司是中国最大的快递包裹提供商 截至第三季度末市场份额约20% 是同业（包括圆通 申通 韵达和极兔）中基于2024财年净利润率最盈利的实体 [19][22][34] * 公司的业务量增长持续超越行业 十月和十一月同比分别增长约12%和约9% 远高于行业约7%和约4-5%的增长 [4][8][14] * 此 outperformance 归因于公司在低价值包裹减少和服务质量成为关键差异化因素时 捕捉增量份额的能力 [4][14] * 随着行业整合预计加速 公司的规模 网络可靠性和运营纪律使其成为领先的整合者 能够吸收新业务量并保持竞争优势 [4][8][14] **财务策略与股东回报** * 资本支出高峰已过 2025财年资本支出预计为55-60亿元人民币 后续年份将进一步下降 重点转向设备升级 运营效率和数字化 [11] * 管理层重申对股东纪律的承诺 明年的股息和回购将不低于今年 [11] * 公司强劲的经营现金流和健康的自由现金流为回购和有机增长提供了灵活性 [4][11][15] * 随着竞争环境趋于理性 公司正优先考虑盈利能力与市场份额并重 利用自动化和数字化进一步提高成本效率 [4][11][15] * 预计2026财年利润率扩张将加速 [4][15] **战略重点与竞争优势** * 公司与阿里巴巴的合作伙伴关系保持稳定且互利 合作涵盖末端配送 电商物流和供应链服务 [11] * 公司正在加速采用人工智能和自动化 包括在末端配送中商业化部署无人车和无人机 以及对分拣中心进行重大升级 [11] * 公司认为即时配送的兴起对其核心包裹业务影响有限 因为与传统电商的重叠度较低 [11] * 公司的竞争优势在短视频平台和拼多多上尤为明显 这归因于其卓越的服务质量和最高效 完善的物流基础设施网络 [19][22][34] **财务预测与估值调整** * 基于第三季度业绩超预期以及与管理层交流的积极指引 将2025-2027财年预测上调5-8% [5][6] * 将基于DCF的目标价上调至美国存托凭证25.0美元/H股197.0元人民币 [1][5][13] * 修订后的预测反映了更高的业务量增长 改善的利润率前景和更有利的监管环境 [1][6][13] * 维持增持评级 公司仍是未来3-6个月物流领域的首选 [1][13][28] **其他重要内容** **风险因素** * 评级和目标价的下行风险包括：1）弱于预期的宏观经济环境 可能负面影响业务量预测并阻碍增长；2）油价意外上涨 可能推高运营成本并挑战成本预测 [23][41] **财务数据要点** * 2024财年收入为442.81亿元人民币 同比增长15.3% [18][25] * 2024财年调整后EBITDA为150.94亿元人民币 利润率34.1% [18][25] * 2024财年调整后净利润为101.50亿元人民币 利润率22.9% [18][25] * 预计2025财年调整后每股收益为11.86元人民币 同比下降6.0% 但2026和2027财年将恢复双位数增长 [18] * 股息支付率维持在40% 预计股息收益率将从2024财年的3.2%升至2027财年的4.2% [18][25]

货运繁忙的中铁联集郑州中心站。 一张来自巴西的咖啡订单，在郑州机场可基本实现"当日到货、当日报关、当日组板、当日转运"；一场吸引 世界目光的中拉峰会，让"国际郑"的会客厅再次高朋满座……2025年的郑州，开放的故事写在每一份飞速抵 达的包裹上，写在每一位跨国企业家的行程表上，更写在了稳步攀升的商务数据里。 随着第十八届中国—拉美企业家高峰会圆满落幕，数十项合作的新芽已在这片内陆腹地破土而出。这不仅是 聚光灯下的一场国际盛会，更是观察郑州在"十四五"收官之年商务发展态势的一扇窗。窗外，是消费市场升 腾的烟火气，是对外贸易奔涌的浪潮声，是这座城市聚焦"两高四着力"奋力书写的高质量发展新篇章。 1开放扩围 构筑内陆开放新高地 效率，是郑州最响亮的名片。 在这里，以跨境电子商务为主要依托的"数字丝绸之路"跑出了新的加速度。 "十四五"期间，全市跨境电商交易额年均增长11.5%。其中，2025年1—10月，跨境电商总额1416.6亿元，同 比增长14.5%，全年预计完成交易额1600亿元，稳居全国第一方阵，跨境电商综试区在全国165个跨境电商综 试区考核评估中获评第一档。 速度，跑在郑州外贸发展的成绩单上。2025年1 ...

NEW YORK, Nov. 30, 2025 (GLOBE NEWSWIRE) -- Wolf Haldenstein Adler Freeman & Herz LLP reminds purchasers or acquirers of Jayud Global Logistics Limited (NASDAQ: JYD) (“Jayud”) that a federal securities class action has been filed in the United States District Court for the Southern District of New York. The action is filed against Jayud Global Logistics Limited and additional Defendants with a class period of April 21, 2023 – April 30, 2025, inclusive (the “Class Period”). PLEASE CLICK HERE TO JOIN THE CASE ...

Experts say the U.S. labor market is a “no-hire, no-fire” landscape, but are recent staff cuts at major corporations signaling a shift? Must Read For most of 2024 and 2025, the U.S. job market felt oddly still with relatively few mass layoffs, but no big hiring booms either. Economists called it the “no-hire, no-fire” era, a rare moment when employers seemed frozen in place after years of pandemic churn. Now, that uneasy balance may be ending. U.S.-based employers announced 153,074 job cuts in October, ...

集体诉讼案件基本信息 - 罗森律师事务所宣布代表在2023年4月21日至2025年4月30日期间购买佳裕全球物流有限公司（NASDAQ: JYD）证券的购买者提起集体诉讼 [1] - 诉讼指控被告在整个集体诉讼期间做出了重大虚假和/或误导性陈述和/或未能披露相关信息 [5] 诉讼指控的具体内容 - 公司是涉及社交媒体虚假信息和冒充金融专业人士的欺诈性股票推广计划的对象 [5] - 内部人员和/或关联方利用离岸或名义账户，在股价通胀活动期间协调抛售股票 [5] - 公司的公开声明和风险披露遗漏了任何关于推动股价的虚假传言和人为交易活动的提及 [5] - 因此，被告关于公司业务、运营和前景的正面陈述存在重大误导性和/或缺乏合理依据 [5] 律师事务所背景信息 - 罗森律师事务所专注于证券集体诉讼和股东衍生诉讼 [4] - 该律所曾达成针对中国公司的史上最大规模证券集体诉讼和解 [4] - 自2013年以来，该律所每年在证券集体诉讼和解数量上均排名前四，并为投资者追回数亿美元 [4] - 2019年，该律所为投资者确保了超过4.38亿美元的赔偿 [4]