东航物流更将绿色低碳理念深刻融入"一带一路"生鲜通道建设的关键节点。在运输环节，企业通过推广 波音777等节能机型、优化航线设计、采用多式联运，有效降低单位货物碳排放；在冷链体系方面，东 航物流旗下东航冷链构建了绿色智慧高效的服务网络，自主研发的"东东测"温控监测设备与"飞来鲜"物 流可视化系统，实现了全程温控与能耗管理，破解行业"断链"痛点，减少能源浪费；在绿色循环实践 上，东航物流携手供应链伙伴创新研发可循环使用的水产品运输包装袋，实现了安全、环保与经济效益 的统一。 今后，东航物流将在持续构筑"一带一路"生鲜贸易通道的同时，跟进可持续航空燃料（SAF）、清洁能 源等前沿技术与政策，通过技术创新、模式优化与国际合作，打造更具韧性与可持续性的全球生鲜供应 链体系，参与共建绿色"空中丝路"，为助力低碳贸易转型贡献更多智慧与解决方案。（编辑：金杰妮 校对：李海燕 审核：程凌） 在率先开辟的南美市场，东航物流打造高效的"产地直达"解决方案；特别是在2025年，随着中国东航开 通"上海—奥克兰—布宜诺斯艾利斯"的全球最长客运航线，东航物流利用客机腹舱，同步开通阿根廷至 中国的生鲜直送新通道，推动了更多南美生鲜实现" ...

1月29日，东航物流跌1.53%，成交额2.13亿元。两融数据显示，当日东航物流获融资买入额2008.40万 元，融资偿还981.85万元，融资净买入1026.56万元。截至1月29日，东航物流融资融券余额合计11.27亿 元。 融资方面，东航物流当日融资买入2008.40万元。当前融资余额11.26亿元，占流通市值的6.37%，融资 余额超过近一年70%分位水平，处于较高位。 融券方面，东航物流1月29日融券偿还600.00股，融券卖出500.00股，按当日收盘价计算，卖出金额 9360.00元；融券余量4.31万股，融券余额80.68万元，低于近一年10%分位水平，处于低位。 分红方面，东航物流A股上市后累计派现27.26亿元。近三年，累计派现16.30亿元。 机构持仓方面，截止2025年9月30日，东航物流十大流通股东中，香港中央结算有限公司位居第七大流 通股东，持股1008.50万股，相比上期减少697.74万股。南方中证500ETF（510500）位居第八大流通股 东，持股921.30万股，相比上期减少21.74万股。 声明：市场有风险，投资需谨慎。本文基于第三方数据库自动发布，不代表新浪财经观点， ...

近年来，东航物流以核药及细胞生物制品等对储运条件要求极高的医药品类为突破口，积极拓展国内外 药企合作渠道，成功实现医药业务突围。 下一步，东航物流计划将天津口岸的成功经验推广至湖北、兰州等地，逐步构建东航冷链高端医药供应 链服务网络。（编辑：张薇，校对：李季威，审核：韩磊） 该批药物属于第7类放射性危险品，核心成分半衰期仅为72小时，其运输需遵守国际航空运输协会 （IATA）规定、《民用航空危险品运输管理规定》以及药品流通质量管理规范（GSP），并涉及药 企、机场、航空公司等多个主体间的紧密协作，对运输各环节的专业性、规范性有着较高要求。 东航物流接到任务后，制定详细保障方案，针对"时间窗口紧、监管程序严、操作要求高"等核心难点， 成立专项工作组，与天津机场等方面多次协调沟通，先后解决了危险品运输资质备案、货物表面放射性 检测等关键申报材料的完善和送审。最终，由MU5228航班完成干线运输，并提前协调对接货站、地面 运输车辆等，实现全程无缝衔接，从药厂送达医院全程耗时不足24小时，高效保障了药物品质与运输安 全。 《中国民航报》、中国民航网 记者钱擘 报道：近日，东航物流顺利完成一批由天津至上海的放射性药 物 ...

《中国民航报》、中国民航网 记者路泞 通讯员何玥 报道：近日，一批兰州产高附加值生物制品搭乘东 航 MU9825 航班，从兰州中川国际机场顺利飞抵长春，全程由东航物流旗下东航冷链自主研发的智能 温度记录仪 "东东测" 保驾护航。这款集精准传感、安全防护、合规追溯于一体的科技创新产品，不仅 攻克了内置电池温控设备航空运输的行业痛点，更以航空物流独有的技术优势与不可替代性，为"陇药 出陇"战略打通关键技术堵点，正是中西部生物医药产业高质量发展的生动注解。 为实现技术落地与高效运输的无缝衔接，东航物流等多方参与的专项小组，历经多轮技术论证与安全评 估，构建了"设备研发-合规认证-航线保障-数据追溯"的全链条服务体系，航空物流的时效优势得到极致 发挥--兰州至长春的运输时间从公路冷链的2-3天压缩至6-8小时，大幅缩短生物制品在途时间，显著提 升活性保障能力，而且这一时效突破是公路运输难以企及的核心竞争力，更是高附加值生物制品融入全 球供应链的关键支撑。 航空物流的不可替代性，更体现在其对生物医药产业发展的深层赋能。随着《"十四五" 现代综合交通 运输体系发展规划》对高端医药航空冷链的政策支持，以及机坪"直装直提"等 ...

交通运输行业周报 20260126 即时零售再起势，重视顺丰同城布局机会；航空量价环比回升预热春运 glmszqdatemark 重点公司盈利预测、估值与评级 | 代码 | 简称 | 股价 | | EPS（元） | | | PE（X） | | 评级 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | （元） | 2025E | 2026E | 2027E | 2025E | 2026E | 2027E | | | 603871.SH | 嘉友国际 | 13.84 | 0.89 | 1.02 | 1.19 | 16 | 14 | 12 | 推荐 | | 601156.SH | 东航物流 | 19.09 | 1.99 | 2.13 | 2.38 | 10 | 9 | 8 | 推荐 | | 002352.SZ | 顺丰控股 | 39.15 | 2.17 | 2.43 | 2.78 | 18 | 16 | 14 | 推荐 | | 600115.SH | 中国东航 | 5.88 | 0.04 | 0.16 | 0.23 | 149 ...

交通运输行业周报 20260126 即时零售再起势，重视顺丰同城布局机会；航空量价环比回升预热春运 glmszqdatemark 重点公司盈利预测、估值与评级 | 代码 | 简称 | 股价 | | EPS（元） | | | PE（X） | | 评级 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | （元） | 2025E | 2026E | 2027E | 2025E | 2026E | 2027E | | | 603871.SH | 嘉友国际 | 13.84 | 0.89 | 1.02 | 1.19 | 16 | 14 | 12 | 推荐 | | 601156.SH | 东航物流 | 19.09 | 1.99 | 2.13 | 2.38 | 10 | 9 | 8 | 推荐 | | 002352.SZ | 顺丰控股 | 39.15 | 2.17 | 2.43 | 2.78 | 18 | 16 | 14 | 推荐 | | 600115.SH | 中国东航 | 5.88 | 0.04 | 0.16 | 0.23 | 149 ...

Investment Rating - The report maintains a "Buy" rating for major airlines including China Southern Airlines, China Eastern Airlines, Spring Airlines, and others, while recommending "Hold" for YTO Express and Shentong Express [2]. Core Insights - The report highlights a positive outlook for the aviation sector driven by multiple factors, including the upcoming Spring Festival travel peak, the appreciation of the RMB easing cost pressures, and the increase in visa-free countries for Chinese citizens, which is expected to boost international travel demand [4][7]. - The anticipated passenger transport volume during the 2026 Spring Festival is projected to reach a historical high of 95 million, with a daily average of 2.38 million passengers, reflecting a year-on-year growth of approximately 5.3% [4]. - The report emphasizes the cyclical recovery of the civil aviation market, with expectations of rising passenger load factors and ticket prices, driven by a gradual recovery in demand and limited capacity growth [4][7]. Summary by Sections Aviation and Airports - Daily flight operations from January 19 to January 23 showed slight fluctuations, with Eastern Airlines and Southern Airlines operating 2,245.80 and 2,221.80 flights respectively, while year-on-year comparisons indicate a decrease in operations [4]. - The average aircraft utilization rates during the same period were reported, with Spring Airlines achieving the highest at 9.20 hours per day, although all airlines showed a decline compared to the previous year [4]. - The report suggests that the upcoming Spring Festival will significantly enhance market demand, particularly from student travelers, as the holiday season approaches [4][7]. Logistics and Express Delivery - The report notes a divergence in the growth rates of express delivery companies, with a total of approximately 4.073 billion packages collected from January 12 to January 18, reflecting a year-on-year decline of 11.82% [7]. - It highlights the ongoing high-quality development of the express delivery industry, with policies aimed at reducing competition ("anti-involution") expected to improve profitability [7]. - The report recommends focusing on express companies with significant profit elasticity, such as Shentong Express and YTO Express, as well as those with strong growth potential in overseas markets like Jitu Express [7]. Infrastructure - The report tracks various transportation metrics, including highway and railway freight volumes, indicating a mixed performance across sectors [7]. - It suggests that the low-interest-rate environment will continue to support investment in infrastructure, with a focus on high-quality assets [7]. - Specific recommendations include investing in highway companies like Shandong Highway and Anhui Expressway, as well as railway companies like Daqin Railway and Beijing-Shanghai High-Speed Railway [7]. Shipping and Trade - The report indicates a mixed performance in shipping rates, with the SCFI index showing a decline of 7.39% week-on-week and a year-on-year drop of 28.73% [7]. - It emphasizes the potential for investment opportunities in oil and bulk shipping due to geopolitical factors and structural demand growth [7]. - Recommendations include focusing on companies like COSCO Shipping Energy and COSCO Shipping Holdings for oil shipping investments, as well as Hai Tong Development for bulk shipping [7].

证券之星消息，1月23日物流板块较上一交易日下跌0.23%，炬申股份领跌。当日上证指数报收于 4136.16，上涨0.33%。深证成指报收于14439.66，上涨0.79%。物流板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 001202 | 炬申股份 | 20.30 | -8.60% | 36.06万 | 7.471Z | | 002485 | ST雪发 | 4.37 | -2.67% | 7.77万 | 3457.05万 | | 920351 | や米濃海 | 22.99 | -1.67% | 2.61万 | 6035.13万 | | 600057 | 厦门象屿 | 8.40 | -1.64% | 0 32.12万 | 2.71亿 | | 002352 | 顺丰控股 | 39.15 | -1.31% | 40.63万 | 15.96 Z | | 600233 | 圆通速递 | 17.54 | -1.18% | 19.35万 | 3.39亿 | | 603836 | 海程 ...

Core Insights - The launch of the "Chongqing-Budapest" cargo flight route by Eastern Airlines Logistics marks a significant development in enhancing air cargo connectivity between China and Europe [1][2] - This route is expected to operate three flights per week, strengthening the logistics foundation for trade and industry in the Chongqing region while facilitating the construction of a cargo hub in Budapest [1] Group 1 - The "Chongqing-Budapest" route will complement existing routes such as "Shanghai-Riyadh-Budapest" and "Shanghai-Hong Kong-Chongqing-Shanghai," creating a network of cargo routes linking Shanghai, Chongqing, Hong Kong, and Riyadh [2] - Shanghai serves as the main global cargo hub for Eastern Airlines Logistics, integrating resources and expanding route coverage [2] - Chongqing acts as a key inland gateway, establishing a direct air corridor to Europe [2] Group 2 - Hong Kong leverages its position as an international shipping hub to facilitate efficient global cargo distribution [2] - Riyadh connects cargo demands across Asia, Africa, and Europe, enhancing the overall logistics network [2] - Eastern Airlines Logistics aims to continuously develop its international cargo market, improving route networks and service capabilities to provide better logistics solutions for Sino-European trade [2]

Group 1 - The Shenzhen Composite Index fell by 1.22% and the ChiNext Index dropped by 1.83% as of 11:30 AM on January 20, indicating a bearish trend in the market [1] - Notable stock performances included Nanshan Aluminum rising over 7%, Satellite Chemical and Conch Cement increasing by over 5%, and several other companies like Gujia Home, China Chemical, and Oppein Home gaining over 4% [1] Group 2 - The cash flow ETF managed by Harvest (159221) decreased by 0.08%, with a trading volume of 10.194 million yuan and a turnover rate of 1.29% [2] - There is an increasing market demand for high-dividend and stable cash flow assets, as funds are rotating from momentum-driven bubbles to high-value opportunities under the current "slow bull" market in A-shares [2] - The cash flow index, which includes non-ferrous metals and basic chemicals, benefits from the pricing of physical assets and high operating rates, showing significant cyclical alpha characteristics [2] - During the 14th Five-Year Plan, the State Grid is expected to invest 4 trillion yuan in fixed assets, a 40% increase compared to the previous plan, which directly benefits index components related to grid equipment and energy [2]