关于 5%以上股东减持股份计划公告 证券代码：601156 证券简称：东航物流 公告编号：临2025-037 东方航空物流股份有限公司 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 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"或"本合伙企业"）持有东方航空物流股份有限公司（以下简称 "东航物流"或"公司"）股份 99,967,601 股，占公司总股本的 6.30%。上述股 份来源于公司首次公开发行前取得的股份，已全部于 2024 年 9 月 5 日解除限售。 减持计划的主要内容 因自身资金规划安排，股东天津睿远拟自本公告之日起 15 个交易日后的 3 个月内，通过集中竞价交易减持不超过 15,875,556 股，减持比例不超过 1%。具 体减持价格将按市场价格确定。 上述减持期间内若有送股、资本公积金转增股本等股份变动事项，拟减持股 份的比例不变，减持数量将做相应调整。 | 股东名称 | 天津睿远企业管理合伙企业（有限合伙） | | ...

格隆汇10月10日丨东航物流(601156.SH)上公布，因自身资金规划安排，股东天津睿远拟自本公告之日 起15个交易日后的3个月内，通过集中竞价交易减持不超过1587.56万股，减持比例不超过1%。具体减 持价格将按市场价格确定。 ...

每经AI快讯，10月10日，东航物流(601156.SH)公告称，股东天津睿远企业管理合伙企业（有限合伙） 计划自公告之日起15个交易日后的3个月内，通过集中竞价交易减持不超过15,875,556股，减持比例不超 过1%。 ...

东航物流公告，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）持有公司9996.76万 股，占6.30%；因自身资金规划安排，天津睿远计划自本公告披露之日起15个交易日后的3个月内，即 2025年11月3日～2026年2月2日期间，通过集中竞价减持不超过1587.56万股，减持比例不超过1%，拟 减持股份来源为IPO前取得。 ...

截至6月30日，东航物流股东户数5.39万，较上期增加2.32%；人均流通股17532股，较上期减少2.27%。 2025年1月-6月，东航物流实现营业收入112.56亿元，同比减少0.26%；归母净利润12.89亿元，同比增长 0.90%。 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6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四大流 通股东，持股1706.24万股，相比上期增加132.99万股。南方中证500ETF（510500）位居第八大流通股 东，持股943.04万股，相比上期增加105.77万股。 责任编辑：小浪快报 10月9日，东航物流涨0.51%，成交额2.15亿元。两融数据显示，当日东航物流获融资买入额4691.86万 元，融资偿还2147.75万元，融资净买入2544.11万元。截至10月9日，东航物流融资融券余额合计11.59 亿元。 融资方面，东航物流当日融资买入4691.86万元。当前融资余额11.57亿元，占流通市值的7.74%，融资 余额超过近一年90%分位水平，处于高位。 融券方面，东航物流1 ...

东航物流的上海地区货站则提前明确水产品包装组板质量标准，第一时间统筹各保障环节，针对大闸蟹 实行"多货站+外部仓库同步作业"的定制化模式，提升货物处理效率；同时推出"优先收运、优先安检、 优先装载" 的 "三优先" 保障，确保大闸蟹以最快速度完成货站处理。 和往年主要通过客机腹舱承运大闸蟹不同，东航物流今年使用777-200F全货机，执行包机运输，专属包 机能为大闸蟹营造最适宜的运输环境，最大限度保留其鲜活度。航班抵达深圳后，货物通过当地机 场"生鲜绿色通道"迅速提离，直供深圳各大商超、电商前置仓，同时辐射至广州、东莞等大湾区城市， 构建起"塘口刚离水，餐桌即尝鲜"的高效供应链。 通过昆山前置货站提取与专属包机运输的组合，保障大闸蟹新鲜运达 通过昆山前置货站提取与专属包机运输的组合，保障大闸蟹新鲜运达（本文图片均由东航物流提供） 《中国民航报》、中国民航网 记者钱擘 报道：9月29日，东航物流旗下中货航CK5067全货机航班，飞 抵深圳宝安国际机场，为粤港澳大湾区消费者送去41吨最新鲜的阳澄湖大闸蟹。 秋季的阳澄湖大闸蟹脍炙人口，也对保鲜有着极高要求。为确保大闸蟹"鲜度不打折"，东航物流精心定 制高端生鲜运输 ...

Core Viewpoints - The shipping industry is experiencing high volatility in crude oil freight rates while container shipping rates on long-distance routes are declining [3] - The first hybrid tilt-rotor unmanned aerial vehicle (eVTOL) model has been accepted for application by the Southwest Civil Aviation Administration, and a collaboration between Saudi Arabia and Ehang is set to launch autonomous flying vehicles and air taxi services [3] - China's first national standard for logistics enterprise digitization has been officially released, and the "parallel port" logistics model has achieved a throughput of over 76,000 tons in its first year of operation [3] Shipping Industry - As of September 25, the China Import Crude Oil Comprehensive Index (CTFI) was reported at 1908.03 points, a decrease of 3.4% from September 18 [3] - The VLCC market in the Middle East is seeing a slowdown in cargo availability, while the Atlantic and Gulf routes remain relatively calm [3] - The shipping rates from Shanghai to Europe and the U.S. have decreased, with rates to Europe at $971/TEU (down 7.7%) and to the U.S. West and East coasts at $1460/FEU (down 10.8%) and $2385/FEU (down 6.7%) respectively [3] Aviation Industry - The first hybrid tilt-rotor eVTOL model application has been accepted, marking a significant milestone in China's aviation sector [3] - Saudi Arabia's Front End and Cluster2Airports are collaborating with Ehang to introduce autonomous flying vehicles and air taxi services [3] Logistics and New Transportation Models - The national standard for logistics enterprise digitization was released on September 26, focusing on general requirements [3] - The "parallel port" logistics model has been operational for one year, achieving a throughput of 76.61 million tons and 37,000 standard containers [3] Investment Recommendations - Companies in the equipment and manufacturing export chain are recommended for attention, including COSCO Shipping Specialized, China Merchants Energy Shipping, and Huamao Logistics [6] - Opportunities related to the construction of hydropower stations in the Yarlung Tsangpo River downstream are highlighted, with a focus on Sichuan Chengyu, Chongqing Port, and Fulmin Transportation [6] - The low-altitude economy and highway-railway sectors are also suggested for investment, with specific companies recommended for consideration [7]

Investment Rating - The transportation industry is rated as "Outperform" [2] Core Insights - Crude oil freight rates are fluctuating at high levels while container shipping rates on long-distance routes are declining [3][14] - The first hybrid tilt-rotor unmanned aerial vehicle (eVTOL) model has been accepted for certification by the Southwest Regional Administration of Civil Aviation of China, and a collaboration between Saudi Arabia and Ehang is planned to launch autonomous aerial vehicles and air taxi services [3][16] - China's first national standard for logistics enterprise digitization has been officially released, and the "Parallel Port" logistics model has achieved a cargo throughput of over 760,000 tons in its first year of operation [3][24] Summary by Sections 1. Industry Hot Events - Crude oil freight rates are experiencing high volatility, with the China Import Crude Oil Composite Index (CTFI) reported at 1908.03 points, down 3.4% from September 18 [3][14] - Container shipping rates are declining, with the Shanghai port export rate to Europe at $971/TEU, down 7.7%, and to the US West and East coasts at $1460/FEU and $2385/FEU, down 10.8% and 6.7% respectively [3][15] - The DF600 unmanned aerial vehicle has received certification acceptance, marking a significant step in the eVTOL sector [3][16] - The "Parallel Port" logistics model has successfully handled 760,000 tons of cargo, significantly improving logistics efficiency [3][25] 2. Industry High-Frequency Data Tracking - Air cargo prices remain stable, with the Shanghai outbound air freight price index at 4516.00 points, down 6.6% year-on-year [4][26] - Domestic freight volumes for August 2025 increased by 12.29% year-on-year, with total express delivery volume reaching 16.15 billion pieces [4][50] - The shipping market shows a mixed trend, with the Baltic Dry Index (BDI) at 2259 points, up 2.54% week-on-week [4][44] 3. Investment Recommendations - Focus on the equipment and manufacturing export chain, recommending companies like COSCO Shipping Specialized, China Merchants Energy Shipping, and Huamao Logistics [5] - Attention to the transportation demand increase driven by hydropower station construction in the Yarlung Tsangpo River downstream area, recommending Sichuan Chengyu, Chongqing Port, and Fulimin Transportation [5] - Opportunities in the low-altitude economy sector, recommending CITIC Offshore Helicopter [5] - Investment opportunities in the highway and railway sectors, recommending Gansu Guangdong Expressway, Beijing-Shanghai High-Speed Railway, and others [5] - The cruise and water ferry sector is highlighted, recommending Bohai Ferry and Straits Shares [5] - E-commerce and express delivery investment opportunities are recommended, including SF Express, Jitu Express, and Yunda Shares [5] - Opportunities in the aviation sector, recommending China National Aviation, Southern Airlines, Spring Airlines, and others [5]

Core Viewpoint - The 20th China International Logistics Festival and the 22nd China International Transportation and Logistics Expo were recently held in Jinan, where Eastern Airlines Logistics was awarded the 2025 "Golden Pegasus" Logistics Brand Value TOP 100 award [1] Group 1: Event Overview - The logistics festival had a theme of "Building International Logistics Corridors and Opening New Blue Oceans for Global Trade" [1] - The exhibition area exceeded 30,000 square meters and featured over 300 quality exhibitors [1] Group 2: Company Highlights - Eastern Airlines Logistics showcased its breakthroughs and achievements in various fields such as air transportation, ground operations, cold chain logistics, and warehousing services [1] - The company employed immersive scenarios and professional explanations to attract numerous clients for discussions, with several enterprises expressing willingness to cooperate on-site [1] Group 3: Strategic Initiatives - In recent years, Eastern Airlines Logistics has been enhancing its core competitiveness through strategies such as market expansion, new route openings, partnerships with foreign airlines, and optimizing its air network [1]

《中国民航报》、中国民航网 记者钱擘 报道：近日，2025中国国际水果展与第19届上海国际渔业博览 会在上海新国际博览中心同期举办。作为冷链供应链服务集成商，东航物流旗下东航冷链携全产业链冷 链服务解决方案亮相展会。 深耕进口果蔬和海鲜产品十余载，东航冷链始终致力于构建安全、高效、透明、智能的全球温敏产品快 供应链体系，方便中国消费者"不出国门、消费全球"。未来，东航冷链还将持续深化围绕国产医药和高 品质农产品出海、生鲜产品深加工的升级转型，携手更多合作伙伴共建高品质产品供应链。（编辑：王 亚玲 校对：金杰妮 审核：韩磊） 在渔业博览会现场，东航冷链重点展示了挪威冰鲜三文鱼、俄罗斯帝王蟹、加拿大龙虾等高端海产品的 供应链解决方案。依托东航通达全球、且在国内高密度覆盖的航线网络，东航冷链为客户提供从原产地 到终端渠道的全流程高效服务，同时，借助自主研发的"东东测"、航空吸水托盘、移动深海模拟仓等技 术，东航冷链有效解决了传统冷链运输中"信息断链、温度断链、监控断链"的行业痛点，上述成果在展 会上吸引了众多海内外采购商驻足咨询，多家企业现场表达了对"产地直达"合作模式的合作意向。 在中国国际水果展上，东航冷链以" ...