Hainan Airlines Holding(SH:600221) Zhong Guo Min Hang Wang·2025-09-29 05:13Core Insights - The logistics sector is experiencing a dual peak in demand due to the upcoming Mid-Autumn Festival and National Day, with Southern Airlines Logistics (南航物流) reporting a total cargo volume exceeding 110,000 tons since September [1][3] Group 1: Domestic Logistics - The demand for fresh produce, including flowers, fruits, seafood, and e-commerce products, has surged, particularly for seasonal delicacies like hairy crabs and imported lobsters [3] - Southern Airlines Logistics has proactively communicated with e-commerce companies and fresh produce suppliers to understand the structure and volume of goods for the holidays, significantly reducing ground handling times for fresh goods [3] - The company has expanded its "truck flight" capacity nationwide and established a "green channel" at cargo stations to ensure efficient cold chain logistics, allowing seasonal fresh products to reach major cities within 24 hours [3][6] Group 2: International Logistics - There is a significant increase in cross-border e-commerce logistics demand, prompting Southern Airlines Logistics to enhance its international logistics support [5] - The company plans to deploy nearly 200 international cargo flights during the holiday period, optimizing international freight routes and improving customer service to ensure efficient package flow [5] Group 3: Weather Preparedness - Southern Airlines Logistics is closely monitoring weather conditions, particularly the frequent typhoons affecting South China, and has adjusted cargo flight schedules to mitigate the impact of extreme weather [6] - The company has implemented measures such as waterproof packaging for vulnerable goods and relocating them to indoor storage areas to prevent damage and ensure quick recovery of logistics channels [7]