据了解，东航物流今年是连续第八年为中国国际进口博览会提供航空运输服务。针对第八届进博会，东 航物流在展品的运输保障中，通过优化流程衔接、开辟绿色通道和专用窗口等措施，实现从机坪快速转 运、专区理货到专车派送的全链条无缝对接。特别是在单证处理环节推行预审快抽模式，配合专用车辆 与专职团队协同作业，将整体派送时间压缩至2小时，较常规流程提升约50%效率。 新京报贝壳财经讯（记者俞金旻）9月26日7时5分，承运着第八届中国国际进口博览会首票展品的东航 物流（601156）所属中货航CK216航班，从德国法兰克福飞抵上海浦东国际机场。航班搭载的高价值进 博展品总重近360公斤，在顺利驳运至机坪货站后高效完成通关。 ...

Core Points - The first shipment of exhibits for the 8th China International Import Expo arrived in Shanghai on September 26, carried by Eastern Airlines Logistics' CK216 flight from Frankfurt, Germany, with a total weight of nearly 360 kilograms [1] - Eastern Airlines Logistics has been the aviation transportation service provider for the China International Import Expo for eight consecutive years, offering reliable logistics capabilities for various exhibits [3] - For this year's expo, Eastern Airlines Logistics has developed a tailored logistics service plan, optimizing processes and implementing measures to enhance efficiency, reducing delivery time by approximately 50% compared to conventional processes [5] - As the expo approaches, Eastern Airlines Logistics will continue to leverage its professional advantages to provide comprehensive logistics support for exhibitors [7] Group 1 - The first flight carrying exhibits for the expo successfully completed customs clearance [1] - Eastern Airlines Logistics has a history of providing logistics services for notable exhibits in previous expos [3] - The company has established a dedicated team to ensure efficient logistics for the current expo [5] Group 2 - The logistics process has been optimized to include fast document processing and dedicated vehicles, achieving a significant reduction in delivery time [5] - Eastern Airlines Logistics aims to support global exhibitors with high-quality logistics services [7]

Core Insights - The Chinese air cargo industry is experiencing significant growth driven by policies aimed at enhancing international air cargo capabilities, ensuring supply chain stability, and reducing logistics costs [2] - The performance of air cargo companies has outpaced passenger transport, with notable increases in fleet size and route networks [2][3] Industry Performance - In the first half of 2025, China's air cargo transport volume reached 4.784 million tons, a year-on-year increase of 14.6%, with international routes showing a remarkable growth of 23.4% [4] - The total number of international cargo routes increased by 58.1% year-on-year, with 117 new routes added, primarily in Asia and Europe [6] Company Developments - China International Cargo Airlines (China Cargo) reported a revenue of 10.935 billion yuan, up 21.92%, and a net profit of 1.240 billion yuan, up 86.15% in the first half of 2025 [3] - SF Airlines, under SF Express, has expanded its fleet to 90 aircraft and launched a new international route connecting Ezhou, Miami, and Shenzhen [5] Fleet Expansion - The demand for air cargo has led to an increase in the number of cargo aircraft, with companies like JD Airlines and SF Airlines actively expanding their fleets and networks [7][8] - The introduction of wide-body freighters, such as the Boeing 777F, is becoming more common among Chinese airlines, enhancing long-haul cargo capabilities [4][9] Aircraft Modification and Manufacturing - The trend of converting retired passenger aircraft into freighters is prevalent, with companies like Shandong Airlines leading in the modification of Boeing 737-800BCF models [8] - Airbus is also expanding its presence in the cargo market by offering conversion services for its A330 and A320 series aircraft in China [9][10]

转自：北京日报客户端 从上海到埃及开罗，从西安到澳大利亚珀斯，一架架飞机腹舱中，沉睡的文明瑰宝正跨越大陆与海洋。 今年，多起重要文物运输任务在航空公司间悄然展开：中国国际货运航空股份有限公司（简称国货航） 承担国家文物局多批次文物回归任务，东航旗下东航物流所属中国货运航空（简称中货航）承运的古埃 及文物从上海返回埃及开罗，国泰货运护送陕西10尊兵马俑及逾200件文物赴澳大利亚展出。这些跨越 时空的文明使者，在航空公司的精密保障下，安全顺利地完成了跨国"旅行"。 运送"古埃及文明大展"展品返回埃及。汪洋 摄 01 每件文物都有 在文物的航空运输中，包装是第一道防线。国货航制订了专箱单装、加固保护的定制化方案，每件文物 被单独安置在高强度加固的航空集装箱中，内部加装固定绑带与缓冲木垫层，增强抗震、防冲击能力。 集装箱封装后再加装锁扣、缠膜及一次性封条，形成防盗、防水、防损的多重保护体系，堪称"移动的 保险库"。 专属的"空中保险库" 4月19日，CA982纽约—北京航班安全运送41件玉器、陶器等文物艺术品；5月29日，CA174悉尼—北京 航班承运包括彩绘陶俑、铜鎏金佛像、潜龙化石、青铜牺尊、玉簪在内的多件文物艺 ...

快查股权穿透数据显示，该公司由联想控股持股，出资比例为11.29%。 来源：市场资讯 （来源：快查一企业中标了） 快查APP显示，联想控股相关公司东方航空物流股份有限公司于2025年9月23日发布一则招标信息，项 目名称为供应链公司重型牵引车及减震半挂车维修项目，预算金额为180.00万元。 ...

Investment Rating - The report maintains a "Positive" investment rating for the transportation industry [13] Core Insights - The transportation industry is expected to see improvements in profitability across various sub-sectors in Q3 2025, driven by domestic demand recovery and resilient international demand [2][6][7][8][9][10][11][12] Summary by Sub-Sector Aviation - The aviation sector is experiencing subdued demand but is benefiting from reduced costs, leading to an overall improvement in profitability for Q3 2025. The international flight recovery remains strong, and oil prices have significantly decreased [6][19][24] Airports - Domestic airport traffic is recovering, with international flights also increasing. Revenue is expected to improve steadily, with key airports benefiting from both domestic and international demand growth [2][6][24][26] Express Delivery - The "anti-involution" policy is driving price increases in the express delivery sector, leading to improved profitability for e-commerce deliveries. However, operational costs are temporarily pressuring profit margins [2][6][28][30] Logistics - The logistics sector is stabilizing, with major players expected to see profit growth due to improved supply chain performance and resilient cross-border logistics profitability [2][6][7][31] Maritime Transport - The maritime sector is witnessing a divergence in profitability among different shipping types. While container shipping faces challenges, oil tanker profits are improving due to favorable market conditions [2][6][8][33][37] Ports - Port operations are expected to see improved profitability in bulk cargo handling, while container throughput remains resilient despite external pressures [2][6][9][39] Highways - Highway traffic is relatively stable, with a slight increase in profitability anticipated for Q3 2025, supported by steady freight and passenger traffic [2][10][41] Railways - Railway passenger and freight volumes are showing mixed trends, with a focus on opportunities arising from high-speed rail transformations. Overall, passenger transport is expected to grow, while freight transport is improving [2][11][43][44]

Core Points - Lenovo Holdings, a major shareholder of Eastern Airlines Logistics, has released 80,800,000 shares from pledge, resulting in a total pledged share count of 0 [1] - Lenovo Holdings holds a total of 179,254,133 shares in Eastern Airlines Logistics, representing 11.29% of the company's total equity [1] - The company will fulfill disclosure obligations in accordance with relevant laws and regulations if there are any future pledge plans [1]

Core Viewpoint - Lenovo Holdings has released an announcement regarding its shareholding in Eastern Airlines Logistics, indicating a significant change in the pledged shares [1] Summary by Relevant Sections - **Shareholding Information** - Lenovo Holdings holds a total of 179,254,133 shares in Eastern Airlines Logistics, representing 11.29% of the company's total share capital [1] - **Pledged Shares** - Lenovo Holdings has released 80,800,000 shares from pledge, resulting in a total of 0 shares currently pledged [1]

| 股东名称 | 联想控股股份有限公司 | | --- | --- | | 本次解除质押股份 | 80,800,000 股 | | 占其所持股份比例 | 45.08% | | 占公司总股本比例 | 5.09% | | 解除质押时间 | 2025 年 9 月 17 日、9 月 18 日 | | 持股数量 | 179,254,133 股 | | 持股比例 | 11.29% | | 剩余被质押股份数量 | 0 股 | | 剩余被质押股份数量占其所持股份比例 | 0.00% | | 剩余被质押股份数量占公司总股本比例 | 0.00% | 未来如有再质押计划，公司将按照相关法律法规要求及时履行披露义务。 特此公告。 证券代码：601156 证券简称：东航物流 公告编号：临 2025-036 东方航空物流股份有限公司 关于 5%以上股东股份解除质押的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示: 股东联想控股股份有限公司（以下简称"联想控股"）共计持有东方航 空物流股份有限公司（以下简称"公司"）股份数量 179,2 ...

Group 1 - The core point of the article is that Eastern Airlines Logistics held its fourth meeting of the third board of directors on September 16, 2025, to discuss the establishment of the "Board Audit Committee Work System" [1] - For the year 2024, the revenue composition of Eastern Airlines Logistics is 99.94% from the logistics industry and 0.06% from other businesses [1] - As of the report date, the market capitalization of Eastern Airlines Logistics is 24.7 billion yuan [2]