CRT(SH:600125) Zhong Guo Min Hang Wang·2025-09-15 07:06Core Viewpoint - Southern Airlines Logistics has signed a memorandum of cooperation with Victoria Seafood Pty Ltd to expand fresh seafood air trade between China and Australia, starting with the import of Australian lobsters [1][2]. Group 1: Partnership and Cooperation - The partnership aims to enhance the export of Australian specialties, particularly lobsters, to China, with plans to increase the scale of imports [2]. - Southern Airlines Logistics will also seek to collaborate with other high-quality Australian suppliers to promote a wider range of fresh products, including salmon, cherries, wine, beef, and dairy products in the Chinese market [2][3]. Group 2: Market Demand and Growth - The demand for imported lobsters in China is increasing, especially after Australia lifted its lobster export restrictions in December 2024, with Southern Airlines Logistics reporting a year-on-year increase of over 280% in lobster imports [2]. - In 2024, Southern Airlines Logistics transported over 30,000 tons of goods on the China-Australia route, supporting multi-sector cooperation between the two countries [3]. Group 3: Logistics and Infrastructure - Southern Airlines Logistics is enhancing its air route network to facilitate the efficient transport of Australian fresh products to China, addressing the challenges of cross-border fresh transportation [3][4]. - The company aims to leverage Guangzhou as a primary entry point and utilize Shanghai's international hub capabilities to provide flexible flight arrangements for transporting Australian seafood and agricultural products [3].