登录新浪财经APP 搜索【信披】查看更多考评等级 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： ●会议召开时间：2025年4月17日(星期四)15:00-16:00 ●会议召开地点：上海证券交易所上证路演中心（网址：http://roadshow.sseinfo.com/） ●会议召开方式：上证路演中心图文展示+网络文字互动 ●问题征集方式：投资者可于2025年4月10日(星期四)至4月16日(星期三)16:00前登录上证路演中心网站 首页点击"提问预征集"栏目或通过公司邮箱EAL-IR@ceair.com进行提问。公司将在说明会上对投资者普 遍关注的问题进行回答。 东方航空物流股份有限公司（以下简称"公司"）将于2025年4月17日披露公司2024年度报告，为便于广 大投资者更全面深入地了解公司2024年度业绩、经营情况，公司计划于2025年4月17日(星期四)15:00- 16:00举行2024年度业绩说明会，就投资者关心的问题进行交流。 一、说明会类型 本次投资者说明会以网络互动形式召开，公司将针对20 ...

证券代码：601156 证券简称：东航物流 公告编号：2025-006 东方航空物流股份有限公司 关于召开 2024 年度业绩说明会的公告 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： 会议召开时间：2025 年 4 月 17 日(星期四)15:00-16:00 会议召开地点：上海证券交易所上证路演中心（网址： http://roadshow.sseinfo.com/） 会议召开方式：上证路演中心图文展示+网络文字互动 问题征集方式：投资者可于 2025 年 4 月 10 日(星期四)至 4 月 16 日(星期 三)16:00 前登录上证路演中心网站首页点击"提问预征集"栏目或通过公司邮箱 EAL-IR@ceair.com 进行提问。公司将在说明会上对投资者普遍关注的问题进行回答。 东方航空物流股份有限公司（以下简称"公司"）将于 2025 年 4 月 17 日披露 公司 2024 年度报告，为便于广大投资者更全面深入地了解公司 2024 年度业绩、经 营情况，公司计划于 2025 年 4 月 17 日(星期 ...

地震发生后，东航执行首班国际救援航班，搭载中国救援队37名队员及5吨救援物资抵达缅甸，东航物 流积极配合开展救援物资运输保障工作。3月28日20:40，东航物流西南分公司接到东航云南公司重大办 关于救灾物资运输保障的通知后，迅速启动应急响应，第一时间制定绿色通道保障方案，协调额外开通 安检通道，并提前向昆明机场海关报备物资运输计划。3月29日凌晨1时，救灾物资抵达东航物流西南分 公司昆明货站，早已在收货口待命的工作人员立即通过绿色安检通道开展收运工作。物资入库后，东航 物流西南分公司高效完成装卸、称重、复核等工作。当天06:38，装载着218件、5041公斤救灾物资的东 航MU9003航班顺利从云南昆明长水国际机场起飞，于北京时间08:35落地缅甸仰光国际机场。 首班航班保障之后，东航物流又接到其他用户关于提供救灾物资运输帮助的需求，需要将帐篷及防雨布 等物资运至缅甸仰光，东航物流西南分公司第一时间帮助其协调报关、运输相关事宜，同时向昆明机场 海关报备，确保货物顺利运输。自3月30日下午的MU2031航班开始，东航物流正陆续保障物资运往仰 光。后续，东航物流将密切关注缅甸地震灾情及救援需求，持续发挥航空物流优 ...

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。 证券代码：601156 股票简称：东航物流 公告编号：临 2025-005 东方航空物流股份有限公司 关于 5%以上股东部分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： 截至本公告披露日，股东天津睿远企业管理合伙企业（有限合伙）（以下简 称"天津睿远"）持有东方航空物流股份有限公司（以下简称"公司"）股 份 99,967,601 股，占公司总股本比例为 6.30%。天津睿远本次解除质押股份 数量 1,396,897 股，本次解除质押后，持有公司股份累计质押数量 0 股。 公司于 2025 年 3 月 26 日获悉，天津睿远将其所持有的公司部分股份办理了 解除质押业务，具体事项如下： | 股东名称 | 天津睿远企业管理合伙企业（有限合伙） | 本次解除质押股份 | 1,396,897 | 股 | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- ...

Investment Rating - The report maintains a "Recommended" rating for the transportation industry [1] Core Insights - The report highlights that U.S. sanctions against Iran are intensifying, and OPEC has reached a consensus to increase production, indicating upward potential for the oil tanker sector [2][7] - The express delivery business volume has shown significant year-on-year growth, with a reported increase of 21.5% in 2024 [3] Summary by Sections Weekly Focus - The U.S. government has announced additional sanctions against Iran, targeting several individuals, entities, and vessels involved in Iranian oil exports, including 10 VLCC supertankers, which constitutes about 20% of the global tanker fleet [7] - OPEC has agreed to gradually increase production starting April, aiming to release 2.2 million barrels per day [7] Industry Data Tracking (2025.03.09 – 03.15) Aviation Data - Domestic flight volume for the week was 84,029 flights, averaging 12,004 flights per day, a slight decrease of 0.10% week-on-week and 0.50% year-on-year [10] - Domestic passenger volume reached 11.43 million, a 0.05% increase week-on-week and a 2.12% increase year-on-year [11] - The average domestic ticket price decreased by 3.49% week-on-week and 6.31% year-on-year [11] Express Delivery Data - For the week of March 3-9, the average daily collection volume was approximately 555 million pieces, a 3.99% increase from the previous week [17] - Year-to-date, the average daily collection volume is about 495 million pieces, reflecting a 36.00% increase year-on-year [17] - In 2024, the express delivery business volume increased by 21.5% year-on-year, with revenue up by 13.8% [3] Shipping Data - The BDI index for dry bulk shipping was reported at 1,517 points, a 20% increase week-on-week [48] - The VLCC-TCE rate was $38,329 per day, a 3% decrease week-on-week [49] Recent Key Reports - The report recommends focusing on companies such as COSCO Shipping Energy, Shandong Highway, and China Eastern Airlines, among others, as part of the investment strategy [4]

Investment Rating - The industry investment rating is "Recommended (Maintain)" [1] Core Insights - The report highlights that the recent decline in oil prices is expected to elevate the profit margins for the aviation sector, with Brent oil prices dropping below $70 per barrel and WTI prices below $67 per barrel [8] - The report suggests that if oil prices remain low, it could lead to cost savings of approximately 4-5 billion yuan for major airlines, equivalent to a ticket price reduction of about 3%-4% [8] - The report emphasizes the importance of monitoring supply-demand dynamics and macroeconomic conditions to ensure that the benefits of lower oil prices translate into profits for the airlines [13] Summary by Sections Weekly Focus - The focus of the week is on the accelerated decline in oil prices, which is expected to enhance the profit margins for the aviation industry [6] Industry Data Tracking (2025.03.02 - 03.08) Aviation High-Frequency Data Tracking - Domestic flight volume for the period was 81,367 flights, with a daily average of 11,624 flights, down 10.07% week-on-week and 7.47% year-on-year [10] - Domestic passenger volume reached 11.0615 million, down 12.05% week-on-week and 4.17% year-on-year [11] - The average full ticket price decreased by 4.76% week-on-week and 3.39% year-on-year [11] - The domestic passenger load factor was 83.18%, an increase of 3.73 percentage points year-on-year [12] - International passenger volume reached 1.315 million, down 5.27% week-on-week but up 26.01% year-on-year [14] Express Delivery High-Frequency Data Tracking - For the week of February 24 to March 2, the average daily express delivery volume was approximately 534 million pieces, with a delivery volume of about 541 million pieces, showing a slight decrease of 0.56% and an increase of 0.05% respectively compared to the previous week [19] - Year-to-date (January 1 to March 2), the average daily express delivery volume was approximately 488 million pieces, up 37.41% year-on-year [20] Shipping High-Frequency Data Tracking - The BDI index for the international dry bulk market was 1,263 points, up 17% week-on-week [51] - The CCFI index for the international container shipping market decreased by 3% week-on-week, while the SCFI index fell by 5% [51] - The VLCC-TCE rate for oil shipping was $39,359 per day, down 1% week-on-week [52] Recent Key Reports - The report includes a recommended investment portfolio consisting of companies such as COSCO Shipping Energy, Shandong Hi-Speed, and China Eastern Airlines, among others [5]

证券代码：601156 证券简称：东航物流 公告编号：临 2025-004 东方航空物流股份有限公司 关于 5%以上股东减持股份结果的公告 本公司董事会、全体董事及相关股东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： 5%以上股东持股的基本情况 本次股份减持计划实施前，股东天津睿远企业管理合伙企业（有限合伙）（以 下简称"天津睿远"）持有东方航空物流股份有限公司（以下简称"公司"）股份 142,880,000 股，占公司总股本的 9.00%。 减持计划的实施结果情况 2024 年 10 月 29 日，公司披露了《关于 5%以上股东减持股份计划公告》（公 告编号：临 2024-048），股东天津睿远拟自 2024 年 11 月 19 日至 2025 年 2 月 18 日通过集中竞价交易减持不超过 15,875,555 股，大宗交易减持不超过 31,751,111 股，合计减持数量不超过 47,626,666 股。截至 2025 年 2 月 18 日， 本次减持计划时间区间届满，天津睿远通过集中竞价交易减持 15,875,555 股， ...

证券代码：601156 股票简称：东航物流 公告编号：临 2025-003 东方航空物流股份有限公司 关于变更持续督导保荐代表人的公告 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。 2025 年 2 月 13 日 1 附件：唐加威先生简历 唐加威先生于 2017 年取得保荐代表人资格，曾经担任南京茂莱光学科技股 份有限公司科创板首次公开发行 A 股项目、科博达技术股份有限公司主板首次公 开发行 A 股项目、东方财富信息股份有限公司 2019 年度创业板公开发行可转换 公司债券项目、东方财富信息股份有限公司 2020 年度创业板向不特定对象发行 可转换公司债券项目的保荐代表人，在保荐业务执业过程中严格遵守《证券发行 上市保荐业务管理办法》等相关规定，执业记录良好。 中金公司系公司首次公开发行 A 股股票并上市的保荐机构，原委派持续督导 的保荐代表人为徐志骏先生、夏雨扬女士。现夏雨扬女士因工作变动，不再担任 公司持续督导保荐代表人。为不影响公司持续督导工作的正常进行，中金公司现 委派唐加威先生（简历见附件）接替夏雨扬女士担任公司 ...

证券代码：601156 股票简称：东航物流 公告编号：临 2025-002 东方航空物流股份有限公司 关于 5%以上股东部分股份解除质押及质押的公告 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： 公司于 2025 年 2 月 11 日获悉，珠海普东将其所持有的公司部分股份办理了 解除质押及质押业务，具体事项如下： | 股东名称 | 珠海普东股权投资有限公司 | | | | | --- | --- | --- | --- | --- | | 本次解除质押股份 | | 47,500,000 | | 股 | | 占其所持股份比例 | | | 59.81% | | | 占公司总股本比例 | | | | 2.99% | | 解除质押时间 | 2025 | 年 2 | 月 5 | 日 | | 持股数量 | | 79,420,100 | | 股 | | 持股比例 | | | 5.00% | | | 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 ...

Investment Rating - The report gives a "Buy" rating for the company, with a target price of 17.08 CNY [5]. Core Views - The report highlights that Eastern Airlines Logistics is positioned as a leading player in the domestic air cargo sector, benefiting from a robust supply-demand dynamic in the air freight market, which is expected to drive significant growth in revenue and profits [1][4]. Summary by Sections Company Overview - Eastern Airlines Logistics is the first publicly listed air cargo company in China, backed by China Eastern Airlines Group, which holds a 40.5% stake in the company [1][9]. - The company has seen a continuous increase in its profit margins, with net profit margins rising from 5%-10% (2016-2019) to over 10% since 2020, reaching a net profit of 2.07 billion CNY in Q1-Q3 2024, a 24% year-on-year increase [1][21]. Industry Dynamics - The air cargo market is experiencing a tightening supply of freighter aircraft, which is expected to push freight rates higher. The global freighter fleet accounts for less than 8% of total air cargo capacity but handles 54% of air cargo volume [2][37]. - Demand for air cargo is benefiting from global economic growth and the rapid expansion of cross-border e-commerce, with a reported 11.8% year-on-year increase in global air cargo demand in 2024 [2][41]. Competitive Advantages - Eastern Airlines Logistics has established significant resource barriers, including a fleet of 14 B777 freighters with an average age of 3.5 years and exclusive access to cargo operations on nearly 800 passenger aircraft [3][16]. - The company has a comprehensive ground service network, with 17 self-operated cargo stations covering key air cargo hubs, enhancing its operational efficiency [3][15]. Financial Projections - The company is projected to achieve revenues of 24.45 billion CNY in 2024, with net profits expected to reach 2.72 billion CNY, reflecting a 9.3% growth year-on-year [4][19]. - Earnings per share (EPS) are forecasted to grow from 1.57 CNY in 2023 to 2.41 CNY by 2026, with a price-to-earnings (PE) ratio decreasing from 11 to 7 over the same period [4][19]. Conclusion - The report concludes that Eastern Airlines Logistics is well-positioned to capitalize on the growing demand for air cargo services, particularly in the cross-border e-commerce sector, and is expected to see substantial growth in both revenue and profitability in the coming years [4][30].