Xin Lang Cai Jing·2026-01-21 04:05Group 1 - The establishment of Ezhou Huahu Airport, led by SF Express, marks a significant breakthrough in China's specialized cargo airport sector, initiating a wave of similar projects by other major express companies [1][2] - The airport, with a total investment of 30.842 billion yuan, is designed to serve as SF Express's aviation headquarters and is compared to FedEx's Memphis hub, featuring advanced facilities including two 4E-level runways and a sorting center capable of processing 280,000 packages per hour [2][3] - The successful model of Ezhou Airport demonstrates the feasibility of deep participation by express integrators, leveraging SF's logistics network to rapidly increase cargo throughput [2][3] Group 2 - The global air cargo demand is projected to grow by 11.3% in 2024, with China's international cargo transport volume expected to increase by 29.3%, prompting express giants to focus on building their own air cargo hubs [3][4] - YTO Express is set to launch its specialized cargo airport in Jiaxing, with a total investment of 15.2 billion yuan, aiming to serve high-end manufacturing and cross-border e-commerce in the Yangtze River Delta [3][4] - China Post is investing over 10 billion yuan in a global aviation hub at Zhengzhou Airport, while ZTO Express is developing a cargo aviation base in Changsha with an investment of 11 billion yuan, indicating a trend of established companies enhancing existing infrastructure [4][5] Group 3 - The competitive landscape among express companies is shifting towards a focus on integrated logistics ecosystems rather than merely expanding fleet sizes, leading to a "survival of the fittest" mentality in the industry [4][5] - The establishment of four major cargo hubs in China aligns with the country's strategic goals, supporting initiatives like the "dual circulation" and "Belt and Road" strategies [5][6] - The differentiation among domestic hubs is evident, with each focusing on specific regional markets and cargo types, thus avoiding homogenized competition and fostering collaborative growth [6][7] Group 4 - Ezhou Airport is expected to drive a trillion-yuan industrial cluster over the next 25 years, while Zhengzhou and Jiaxing airports are also positioned to enhance regional economic development [7] - The current lack of an efficient domestic and international cargo hub system in China highlights the need for improvements in operational efficiency, global network integration, and collaborative mechanisms to elevate the country from a logistics power to a logistics stronghold [7]