东航物流拟2亿元收购关联公司股权 股价震荡上行

Group 1 - The core point of the news is that Eastern Airlines Logistics plans to acquire a 49% stake in Shanghai Eastern Airlines Supply Chain Management Co., Ltd. for approximately 200 million yuan, aiming for full ownership to enhance operational efficiency in the aviation materials supply chain [1] Group 2 - In the past week, Eastern Airlines Logistics' stock price has shown a fluctuating upward trend with a range increase of 2.94%. On February 9, the stock rose by 3.20% due to the acquisition news, with significant trading volume [2] - The latest closing price on February 11 was 19.23 yuan, reflecting a daily increase of 1.37%, although there was a net outflow of main funds, indicating short-term capital divergence [2] - The stock has outperformed related sectors during the same period [2] Group 3 - Institutional views on Eastern Airlines Logistics are neutral, with a comprehensive target price set at 20.30 yuan, indicating potential upside from the current price [3] - Profit forecasts suggest a slight increase in net profit for 2025, with an expected acceleration in growth for 2026, primarily driven by the efficiency improvements from the integration of the aviation materials supply chain [3] - Recent institutional ratings have been predominantly neutral [3]