调研速递|中国国际货运航空接受中泰证券1家机构调研 精彩要点披露

Group 1 - The core viewpoint of the news is that China International Cargo Airlines (国货航) is actively engaging with investors to discuss its fleet, route network, utilization rates, the impact of China-US trade relations, market capitalization management, and dividend plans [1][2]. Group 2 - As of June 2025, the company operates a fleet of 25 cargo aircraft, including 13 B777, 5 A330, and 3 B747, focusing on long-haul markets in Europe and the US, with 25 operational routes [1][2]. - The average daily utilization of cargo aircraft from January to June 2025 is approximately 13.29 hours, showing a significant improvement compared to the same period in 2024 [2]. - The current China-US trade relations are in a "pause" phase, with ongoing negotiations, and the company is monitoring policy changes while expanding its route network under a "dual circulation" strategy [2]. - The company is focusing on its core business and implementing a "passenger and cargo" strategy to enhance communication with investors and explore market capitalization management tools [2]. - A shareholder return plan has been established, considering both corporate development and investor returns, with specific profit distribution details to be announced [2].