深走访・提质效丨国货航:以数智创新夯实根基 培育航空物流新动能

Core Viewpoint - The article emphasizes the importance of listed companies in driving high-quality economic development, highlighting the role of Guohang as a benchmark in the air logistics industry since its listing on the Shenzhen Stock Exchange in December 2024, leveraging capital markets for operational upgrades and digital transformation [1][2]. Group 1: Company Development and Market Position - Guohang officially listed on the Shenzhen Stock Exchange on December 30, 2024, marking a significant milestone that opens up extensive opportunities in the capital market [2]. - The company has established a diversified and stable shareholder structure, enhancing strategic collaboration with partners like Cainiao Network and others to optimize domestic market layout and expand global routes [2][3]. - Guohang's operational capacity has been bolstered by capital market support, with the introduction of four B777 freighters and the conversion of five A330 passenger planes to freighters by mid-2025, resulting in a fleet of 25 freighters [2]. Group 2: Financial Performance and Shareholder Engagement - In 2025 Q3, Guohang reported revenue of 5.701 billion yuan, an increase of 8.39% year-on-year, and a net profit of 596 million yuan, up 35.91% [6]. - The company has maintained strong investor relations through various engagement methods, including performance briefings and investor surveys, and has completed its 2024 dividend distribution [3]. Group 3: Technological Innovation and Digital Transformation - Guohang has significantly increased its R&D investment, reaching 24.5971 million yuan in 2024, a sevenfold increase from 2023, with a focus on technological innovation as a core competitive advantage [4]. - The company has implemented several innovative projects, including a fully online sales bidding system that generated 1.599 billion yuan in revenue and saved 5,000 man-hours [4][5]. - Guohang is advancing its digital transformation, launching a digital platform for cargo stations and enhancing data exchange capabilities to improve operational efficiency [5]. Group 4: Industry Trends and Future Outlook - The air cargo industry is experiencing a period of high demand and favorable policies, with the global market expanding and a shift towards professional, efficient, and green logistics [6]. - Guohang plans to further expand its fleet and deepen digital upgrades during the 14th Five-Year Plan period, aiming to enhance operational fundamentals and strategic positioning [7].