3. 4月21日，宁德时代发布第二代神行超充电池，这是一款磷酸铁锂电池。据宁德时代介绍，该电池续航达到800公里，峰值充电倍率 接近12C，峰值充电功率超过1.3兆瓦，可以实现"充电5分钟，续航超520公里"。 宏观消息 1、 近日，中共中央、国务院印发《关于实施自由贸易试验区提升战略的意见》，对自由贸易试验区建设工作作出系统部署。 今日导读 1. Wind数据显示，21日晚间，现货黄金突破3400美元/盎司，再创历史新高，日内涨约2.2%，较4月7日的2982.975美元上涨约 14%。与此同时，COMEX黄金也持续创新高，盘中最高达到3409.3美元，日内涨约2.3%。 2.近日，国际数据公司（IDC）发布了2025年V1版本《全球大数据支出指南》。IDC最新数据显示，2024年全球大数据IT总投资规模 约为3540亿美元，2028年预计接近6441亿美元，五年复合增长率（CAGR）约为16.8%。聚焦中国市场，IDC预计，2028年中国大 数据IT支出规模为621.7亿美元，全球占比约10%，五年复合增长率约为24.9%，增速位居全球第一。 2、中国人民银行、金融监管总局、国家外汇局、上海市人民政府联合 ...

新华财经北京4月22日电近日，6家A股上市航空公司陆续披露2025年一季度经营数据情况。 整体来看，6家航空公司的3月客座率同比多数增长，环比均有所下滑。春秋航空客座率继续领跑，3月客座率达到89.74%。 南方航空3月旅客周转量（按收入客公里计，下同）、客运运力投入（按可用座公里计，下同）均居首位。各大航司3月旅客周转量、客运运力投入同比均上 升。 客座率：春秋航空、南方航空表现居前 从单月数据来看，2025年3月，春秋航空的客座率居首，达89.74%。南方航空紧随其后，3月客座率达到84.74%。 2025年3月，6家航空公司客座率同比多数增长，环比均有所下滑。 同比增幅方面，南方航空、中国东航3月客座率同比增幅较高，较去年3月分别增长2.4个百分点、2.92个百分点。吉祥航空3月客座率同比出现下滑，较去年3 月下降0.89个百分点。 | | | 航空公司3月客座率及同比变动 | | | | --- | --- | --- | --- | --- | | 名标 | 3月客座率 (%) | 同比（百分点） | 1-3月客座率 (%) | 同比(百分点 | | 春秋航空 | 89.74 | 0.08 | 90 ...

第一财经每日精选最热门大公司动态，点击「听新闻」，一键收听。 【今日推荐】 "二选一"点燃美团京东战火 4月21日，京东发布《致全体外卖骑手兄弟们的公开信》，称为应对某平台的骑手"二选一"，将加大全 职骑手招聘力度，未来三个月将招聘名额由五万名提高到十万名。同时，为应对部分外卖订单延迟的问 题，京东宣布4月21日起，所有超时20分钟以上的外卖订单，京东全部免单。而在4月19日，美团通 过"小团有话说"辟谣了美团骑手去其他平台接单会被封号一事。 "二选一"一事双方各执一词，能确定 的是外卖行业火药味日渐浓重。主业务分别为电商和外卖的两家平台，因为即时零售业务逐渐针锋相 对。 2架即将交付的波音飞机被退回美国 据航班跟踪平台显示，今天上午，一架厦航涂装的737MAX飞机（美国临时注册号N242BE）从舟山起 飞，飞往美国关岛。此前美国时间19日，已有一架厦门航空涂装的波音737 Max飞机从中国飞回西雅图 的波音生产中心。（上观新闻） 董宇辉获"人民文学奖"遭嘲讽 由《人民文学》杂志社和郎酒集团联合主办的人民文学奖4月19日在四川颁出，董宇辉获传播贡献奖。 未到现场领奖的董宇辉以视频的方式发表获奖感言：这份荣誉属 ...

本文转载自公众号：民航之翼，作者：翼哥 近日，民航业掀起惊涛骇浪。 4月18日，一则"去哪儿网无法搜索南航机票"的消息引发热议。 据南航官方证实，因其销售代理违反协议条款，已暂停去哪儿网销售资格至4月21日。 这场看似普通的处罚，实则揭开了航空公司与在线旅游平台（OTA）长达十年的渠道博弈进入深水区。 背后其实藏着航空公司想"单飞"的大计划！ 事件背后的渠道控制权之争。 1. 不想再交"中介费" 以前大家习惯在OTA比价买票，但每卖一张票，航空公司就要给平台3%-5%的佣金。 大型航司每年光销售费用就有几十亿，其中四成都是给OTA的"中介费"。 现在航空公司算明白了：这笔钱省下来，能多发几架飞机。 一、航空公司为啥要和OTA闹掰？ 此次封杀并非偶然。 早在2016年，南航就因"价格体系混乱"下架去哪儿网机票业务，国航、东航等航司也多次对OTA发 起"渠道整顿"。 2. 受不了乱加价 3.丧失了定价权 在当下的民航业，内卷现象极为突出，大家都在血拼价格，其根本原因就是： 航司机票价格的定价权已悄然被在线旅游平台（OTA）掌控。 OTA（在线旅游平台）通过算法和大数据垄断流量入口，航司被迫在平台上低价倾销以争夺客 ...

Group 1 - Chinese e-commerce apps dominate the top three spots in the US download rankings, with Alibaba International surpassing Walmart to become the third most downloaded shopping app [6][8] - The top three apps in the US App Store are Taobao, Dunhuang.com, and Alibaba International, indicating strong performance of Chinese e-commerce platforms [6][8] - Dunhuang.com has seen explosive growth, with transaction volume in 97 countries increasing over 100%, particularly in the US, UK, Canada, France, and Australia [8][9] Group 2 - The surge in Dunhuang.com's transaction volume and user base is attributed to the restructuring of global trade patterns and the advantages of the Chinese supply chain [9] - This growth is expected to attract more capital and businesses to the cross-border e-commerce sector, providing opportunities for Chinese SMEs to expand into overseas markets [9] - The cross-border e-commerce boom is also benefiting related sectors, including cross-border payment companies, which have seen significant stock price increases [9][10] Group 3 - The A-share market is experiencing a positive trend, with major indices rising and over 4100 stocks gaining, driven by the performance of gold-related stocks and state-owned banks [4] - The cross-border e-commerce sector is expected to see a short-term boost in sentiment, with specific opportunities identified in cross-border e-commerce service providers, logistics companies, and high-growth category suppliers [9] - The domestic aviation sector is also active, with the C919 aircraft entering commercial operations and production targets being raised, indicating strong future demand [12][13]

2025 年 04 月 21 日 关注优质底仓大盘以及临期转债 ▌市场展望与策略推荐 美国目前的情况与互联网泡沫破裂时（2001 年）非常相似， 川普政府一系列逆全球化操作，也正是上述经济背景下看似 偶然、实则必然的结果。从不好的一面来看，中国实际经济 增速将受到一定程度的冲击，具体影响尚有待观察；从好的 一面来看，美国主打的科技的估值或将被重新进行系统性的 重估，而中国也迎来了历史性的机遇，如果我们不忘初心、 文化自信，西降东升或已开启，重点关注人民币汇率是否开 始逐步进入升值通道。债市方面，一年期国债收益率基本接 券 研 究 报 告 固 定 收 益 研 分析师：罗云峰 S1050524060001 luoyf2@cfsc.com.cn 分析师：杨斐然 S1050524070001 yangfr@cfsc.com.cn 相关研究 1、《价值权益资产仍最具性价比— —资产配置周报》2025-04-20 2、《转债表现出较强估值保护》 2025-04-13 3、《看多价值——资产配置周报》 2025-04-13 投资要点 ▌ 股债、转债市场回顾 上周权益市场仍受关税政策反复影响，防御情绪偏强，整体 缩量震荡，银 ...

【观网财经丨智能早报 4月21日】 2025中国互联网企业家座谈会在京召开 4月20日，中国互联网协会在京召开2025中国互联网企业家座谈会。工业和信息化部党组成员、副部长张云明出席会议并讲话。 会上，邬贺铨院士、吴建平院士，宇树科技王兴兴、泰豪集团黄代放、MiniMax闫俊杰、强脑科技韩璧丞等新兴科技企业和科技综合型企业负责人，新华 网申江婴、央视网王冰松、奇安信集团齐向东、BOSS直聘赵鹏、猎豹移动傅盛、量子之歌李鹏等互联网企业负责人，以及中国电信刘桂清、中国移动何 飚、中国联通简勤等基础运营企业负责人，围绕推进科技创新和产业创新融合发展，全力推动互联网产业体系优化升级，持续深化"人工智能+"行动，同 时就弘扬企业家精神、履行社会责任、专心致志做强做优做大企业等内容展开深入交流与探讨，并就新形势下发挥互联网产业链的协同优势，促进互联网 企业科技创新转型、高质量发展等提出建议。(中国互联网协会） 全球首个人形机器人半马北京开跑 4月19日，全球首个人形机器人半程马拉松在北京亦庄鸣枪开跑。由北京人形机器人创新中心组织参赛的"天工Ultra"获得本届人形机器人半程马拉松机器 人赛道冠军，"松延动力N2"机器人夺 ...

Investment Rating - The report recommends investing in the express delivery sector, specifically highlighting SF Holding due to its valuation, operational resilience, and shareholder returns [3]. Core Insights - The express delivery business volume increased by 20.3% year-on-year in March, while the single ticket revenue decreased by 8.2%. The total revenue for the express business is projected to reach 124.6 billion yuan by March 2025, with a year-on-year growth of 10.4% [3]. - The logistics sector is under pressure with domestic shipping prices for liquid chemicals down by 11.2% year-on-year. The report recommends Hai Chen Co. for its focus on smart logistics and strategic partnerships [4]. - The aviation sector benefits from low international oil prices, which could enhance airline profits. The report recommends investing in the airline sector, particularly China National Aviation and Southern Airlines [5]. - The shipping sector shows mixed signals, with the BDTI index increasing by 2.6% week-on-week, while the CCFI index for export container shipping remains under pressure [6]. Summary by Sections Transportation Sector Overview - The transportation index rose by 0.2% from April 12 to April 19, underperforming the Shanghai and Shenzhen 300 index, which increased by 0.6% [2][13]. Express Delivery - In March, the express delivery business volume reached approximately 38.13 billion pieces, with a week-on-week increase of 10.8% and a year-on-year increase of 21.3%. The average single ticket revenue was 7.48 yuan, down 8.2% year-on-year [3]. Logistics - The China Chemical Products Price Index (CCPI) is at 4032 points, down 14.3% year-on-year. The report highlights the revenue growth of Milkrun and Hai Chen Co. for 2024, with Milkrun's revenue expected to rise by 24.3% [4]. Aviation - The average daily flight volume in China increased by 3.11% year-on-year, with international flights showing a significant growth of 23.9%. The Brent crude oil price is currently at $67.96 per barrel, down 24.51% year-on-year [5]. Shipping - The CCFI index for export container shipping is at 1110.94 points, down 6.4% year-on-year, while the SCFI index is at 1370.58 points, down 22.5% year-on-year. The BDTI index for oil transportation is at 1152 points, up 1.6% year-on-year [6][38]. Road and Rail - National railway passenger volume in March was 337 million, up 4.9% year-on-year, while road freight volume increased by 5.7% year-on-year [84][87].

"数智引擎"提升保障质效 服务保障优质高效是机场货运业务发展的基石。集团通过一系列创新举措和技术升级，优化货运业务流程，提升整体保障能力。南京机场在货运枢纽能级 提升方面表现突出，一季度货邮吞吐量首次突破10万吨，同比增长10.1%。徐州机场完成货运系统全面升级与所有作业岗位的系统化改造，实现业务流程 标准化迁移。新的货运系统构建了营业厅与仓库模块的实时数据交互平台，提升信息共享效率，实现机坪全流程数字化监管。 同时，集团持续推进基础设施建设，积极推动"智慧物流"发展。南京机场国际快件跨境电商运营中心投运工作正在有序推进中，加快开展跨境电商货物便 利化运输，努力打造国内交通物流降本提质增效的典范样板。占地200平方米、总投资194.5万元的淮安机场跨境电商监管场地项目已于今年3月顺利完 "鸟类现场检疫完毕，全体人员准备进场，开始分拣核对工作。"2月26日上午，来自法国的257只濒危珍稀鸟类运抵南京机场。东部机场集团航空物流公司 的现场作业带班长在机坪发出指令，工作正按照预案有条不紊地展开……今年以来，南京机场已陆续顺利完成两批珍稀活体动物进境保障任务。 集团货邮吞吐量12.5万吨，同比增长10.8%；南京、徐 ...

Investment Rating - The industry investment rating is "Outperform" [1] Core Insights - The domestic demand for aviation materials is expected to grow rapidly with the acceleration of the C919 aircraft production and delivery schedule. The maintenance and repair costs for major airlines in China are significant, with a total of approximately 34 billion yuan for the four major airlines in 2024 [4][8] - Developing domestic aviation materials will help achieve autonomy in the aviation manufacturing and maintenance supply chain, while also significantly reducing procurement costs. The procurement cost of aviation materials accounts for about 10% of the operating costs of airlines, and using domestic alternatives can reduce these costs by 30% to 70% [5] - The number of PMA and CTSOA certifications is increasing, leading to a higher proportion of domestic aviation materials being procured by airlines. The number of PMA products has increased from 219 in 2017 to 332 in 2023, while CTSOA projects have risen from 52 to 181 [5][8] - The recent tariff policy changes are expected to enhance the competitiveness of domestic aviation materials, leading to an increased procurement ratio in both aircraft manufacturing and maintenance markets. Relevant listed companies include Runbei Aviation Technology, Beimo High-tech, Jianghang Equipment, Sichuan Jiuzhou, and others [8] Summary by Sections Industry Overview - The closing index is at 1422.34, with a 52-week high of 1712.48 and a low of 1113.62 [1] Recent Events - On April 10, 2025, the U.S. government announced an increase in tariffs on Chinese goods to 125%, impacting the aviation materials market [3][4] Market Trends - The trend towards domestic aviation material procurement is strengthening due to tariff impacts, with a shift from low-value components to critical systems and high-value parts [8]