Core Viewpoint - The logistics sector experienced a rise of 0.74% on January 19, with Xiamen Xiangyu leading the gains, while the Shanghai Composite Index closed at 4114.0, up 0.29% [1]. Group 1: Stock Performance - Xiamen Xiangyu (600057) closed at 8.65, up 3.84% with a trading volume of 289,300 shares and a transaction value of 247 million yuan [1]. - Milkway (603713) closed at 60.90, up 3.47% with a trading volume of 23,400 shares and a transaction value of 142 million yuan [1]. - Eastern Airlines Logistics (601156) closed at 19.03, up 3.31% with a trading volume of 157,300 shares and a transaction value of 297 million yuan [1]. - Other notable performers include Furan De (605050) at 13.81 (+2.68%), Shanghai Yashi (603329) at 11.56 (+2.30%), and Zhongchuang Logistics (603967) at 13.12 (+2.26%) [1]. Group 2: Capital Flow - The logistics sector saw a net inflow of 207 million yuan from institutional investors, while retail investors experienced a net inflow of 93.99 million yuan [2]. - Major stocks like Debon Logistics (603056) had a net inflow of 317 million yuan from institutional investors, while it faced a net outflow of 24.3 million yuan from retail investors [3]. - Xiamen Xiangyu (600057) had a net inflow of 23.12 million yuan from institutional investors, but also saw a net outflow of 7.88 million yuan from retail investors [3].

Core Insights - The first shipment of Australian fresh salmon, weighing 8 tons and consisting of 360 boxes, arrived in Wuhan via Eastern Airlines flight MU750, marking a significant entry into the local market [1] - This shipment is part of the initial processing at the Eastern Airlines Logistics Central China Fresh Port, which has recently begun operations [1] Group 1 - Eastern Airlines Logistics Central China Fresh Port aims to establish a one-stop supply chain system characterized by "global procurement, local processing in Ezhou, and nationwide distribution," with a target to enter trial operation by December 2025 [2] - The first phase of the salmon processing facility spans 5,000 square meters and is designed to meet global benchmark standards, equipped with advanced automated processing equipment and a digital management system, achieving a daily processing capacity of 60 tons upon full operation [2] - The opening of the Australian salmon logistics route enhances the global import network for salmon, following the establishment of routes from Chile and Norway, and is expected to activate cargo transport potential and improve flight operational efficiency [2] Group 2 - Leveraging the geographical and transfer advantages of Ezhou Huahu Airport, the Fresh Port is developing a cross-border fresh express delivery system that is fully visualized and traceable from source to terminal, supported by Eastern Airlines' temperature control monitoring tools and intelligent scheduling platforms [2] - Eastern Airlines Logistics plans to collaborate with industry partners to expand new business models such as fresh food live streaming and industrial tourism, aiming to create a "processing + trade + experience" integrated development model that enhances supply chain resilience and value [2]

Market Overview - The logistics sector increased by 1.05% on January 15, with Debon Holdings leading the gains [1] - The Shanghai Composite Index closed at 4112.6, down 0.33%, while the Shenzhen Component Index closed at 14306.73, up 0.41% [1] Individual Stock Performance - Debon Holdings (603056) closed at 16.98, up 9.97% with a trading volume of 15,200 [1] - Jiayou International (603871) closed at 14.42, up 3.30% with a trading volume of 185,000 [1] - Tiens Holdings (002800) closed at 17.31, up 3.22% with a trading volume of 113,900 [1] - YTO Express (600233) closed at 17.05, up 2.59% with a trading volume of 335,000 [1] - SF Holding (002352) closed at 39.19, up 1.66% with a trading volume of 474,100 [1] Capital Flow Analysis - The logistics sector saw a net inflow of 174 million yuan from institutional investors, while retail investors experienced a net outflow of 80.49 million yuan [2] - Major stocks like SF Holding had a net inflow of 164 million yuan from institutional investors, indicating strong institutional interest [3] - Debon Holdings had a significant institutional net inflow of 15.11 million yuan, representing 58.69% of its trading volume [3]

Core Viewpoint - The logistics sector experienced a decline of 0.53% on January 13, with Longzhou Co. leading the drop. The Shanghai Composite Index closed at 4138.76, down 0.64%, while the Shenzhen Component Index closed at 14169.4, down 1.37% [1]. Group 1: Market Performance - The logistics sector saw individual stock performances with notable gainers such as Jushen Co. (up 10.02% to 19.44) and Pulutong (up 10.00% to 13.75) [1]. - Longzhou Co. led the decline with a drop of 9.94% to 7.79, followed by Xiamen Xiangyu (down 2.84% to 8.22) and Xiamen Guomao (down 2.36% to 7.04) [2]. Group 2: Trading Volume and Value - Jushen Co. had a trading volume of 229,200 shares and a transaction value of 441 million yuan, while Pulutong had a volume of 468,300 shares and a value of 618 million yuan [1]. - Longzhou Co. recorded a trading volume of 1,475,900 shares with a transaction value of 1.206 billion yuan, indicating significant trading activity despite the decline [2]. Group 3: Capital Flow - The logistics sector experienced a net outflow of 419 million yuan from institutional investors, while retail investors saw a net inflow of 380 million yuan [2]. - Individual stocks like Pulutong had a net inflow of 64.9 million yuan from institutional investors, while Jushen Co. saw a net inflow of 35.9 million yuan [3].

岁末年初，中国中央企业海外工程项目建设步履铿锵。 国务院国资委发布的数据显示，"十四五"时期，中央企业围绕共建"一带一路"开展境外投资合作项目超 过6000个。中国建设的路、桥、港口、电厂等设施遍布世界各个角落，央企在海外绽放一个个精彩瞬 间。 就在最近，全球质量最优、规模最大的矿山项目之一——西芒杜项目在几内亚马瑞巴亚港正式投产；全 球最长单程航线"上海—奥克兰—布宜诺斯艾利斯"线开通；坦赞铁路激活项目举行开工仪式……标志性 节点背后，新的可能性也在被不断书写，本报记者采访了身处其中的建设者。 跨越2万公里的新航线开通 "每当穿越茫茫大洋，就想到我们正架起中拉经贸文化交流的空中桥梁" ——中国东航翁煜磊 "作为一名执飞B777机型的机长，能参与全球最长单程航线的运行，是职业生涯一大幸事。"中国东航 （600115）飞行总队飞行二大队二中队副中队长翁煜磊说。 此时，距离该航线正式开通已经满月，翁煜磊和同事们度过了一段异常难忘的时期。 2025年12月4日2时19分，中国东航MU745航班搭载282名旅客，从上海浦东国际机场起飞，最终目的地 为阿根廷首都布宜诺斯艾利斯。这标志着"上海—奥克兰—布宜诺斯艾利斯"航 ...

Core Viewpoint - Eastern Airlines Logistics plans to enhance its operations in Chongqing by establishing a new operational center and expanding its international cargo route network to support the development of an inland open comprehensive hub by 2025 [1] Group 1 - The company will officially open the Chongqing route in November 2025 [1] - The development strategy focuses on "grasping the beginning and end, crossing the Yangtze River, promoting nationwide, and trading globally" [1] - There will be increased investment in air logistics capacity and resources in Chongqing [1] Group 2 - The establishment of a Western Operations Center is part of the company's strategy [1] - The initiative aims to create a coordinated development pattern between Shanghai and Chongqing [1] - The expansion of the international cargo route network is intended to provide solid support for Chongqing's development [1]

（文章来源：证券日报） 证券日报网讯 1月12日，东航物流在互动平台回答投资者提问时表示，公司主营业务为航空货运物流服 务，目前执飞机型为大型宽体货机B777。 ...

Core Viewpoint - Eastern Airlines Logistics emphasizes the importance of market value performance and has established a "Market Value Management System" set to be implemented by April 2025, aiming to enhance shareholder returns and operational efficiency [1] Group 1 - The company is committed to focusing on its core business and maintaining stable operations while continuously improving operational efficiency and profitability [1] - Eastern Airlines Logistics plans to systematically conduct market value management and utilize various capital tools to ensure that the company's investment value accurately reflects its quality [1]

每经AI快讯，有投资者在投资者互动平台提问：请问公司2026年是否有继续引进B777货机的计划？如 果有，计划引进多少架，引进节奏如何？ （文章来源：每日经济新闻） 东航物流（601156.SH）1月12日在投资者互动平台表示，截至2025年年末，公司共有18架B777全货 机。公司致力于构建稳定、自主可控的航空货运运力体系，根据市场供需情况动态灵活调整运力规模， 持续扩大上海主枢纽运力规模优势，提升上海主枢纽的市场份额和议价能力。 ...

Core Viewpoint - Eastern Airlines Logistics has experienced a decline in stock price and revenue, indicating potential challenges in its operational performance and market position [1][2]. Group 1: Stock Performance - On January 9, Eastern Airlines Logistics' stock fell by 2.02%, trading at 17.92 yuan per share, with a total market capitalization of 28.449 billion yuan [1]. - Year-to-date, the stock price has decreased by 2.66%, with a 6.67% increase over the past 20 days and a 14.43% increase over the past 60 days [1]. Group 2: Financial Performance - For the period from January to September 2025, Eastern Airlines Logistics reported a revenue of 17.249 billion yuan, a year-on-year decrease of 2.40%, and a net profit attributable to shareholders of 2.001 billion yuan, down 3.19% year-on-year [2]. - Cumulative cash dividends since the company's A-share listing amount to 2.726 billion yuan, with 1.630 billion yuan distributed over the past three years [3]. Group 3: Shareholder Information - As of September 30, 2025, the number of shareholders decreased by 26.75% to 39,500, while the average circulating shares per person increased by 36.52% to 23,935 shares [2]. - The top ten circulating shareholders include Hong Kong Central Clearing Limited, holding 10.085 million shares, a decrease of 6.9774 million shares from the previous period [3].