CSN(SH:600029) Zhong Guo Min Hang Wang·2025-09-29 05:13Core Viewpoint - The logistics sector, particularly Southern Airlines Logistics, is experiencing a surge in demand due to the upcoming Mid-Autumn Festival and National Day, with a focus on ensuring smooth logistics operations during this peak period [1][4]. Group 1: Logistics Demand and Operations - The logistics demand is significantly increasing as citizens prepare for the holidays, with Southern Airlines Logistics reporting a total cargo volume exceeding 110,000 tons since September [1][4]. - To meet the heightened demand for fresh produce during the holidays, Southern Airlines Logistics has proactively communicated with e-commerce companies and fresh produce suppliers to understand the cargo structure and volume [3][4]. Group 2: Fresh Produce and E-commerce Logistics - The volume of inbound fresh produce, including popular holiday items like hairy crabs and imported lobsters, has seen a notable increase [3]. - Southern Airlines Logistics has implemented a dedicated green channel at cargo stations, providing comprehensive cold chain services to ensure seasonal fresh products can reach major cities within 24 hours [4]. Group 3: International Logistics and Weather Challenges - The demand for cross-border e-commerce logistics is also experiencing explosive growth, prompting Southern Airlines Logistics to enhance its international logistics support by optimizing cargo routes and increasing flight capacity [4]. - The company is closely monitoring weather conditions, particularly the recent typhoons in South China, and has adjusted flight schedules to mitigate the impact of extreme weather on logistics operations [4][5].