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趋势研判!2025年中国航空货运服务行业政策、产业链图谱、行业运行现状及未来发展趋势分析:跨境电商强势赋能,国际航空货运需求扩容升级[图]
Chan Ye Xin Xi Wang· 2025-12-07 01:56
相关企业:南方航空物流股份有限公司、顺丰航空有限公司、杭州圆通货运航空有限公司、三亚佳翔航 空货运服务有限公司、中都友邦国际物流(北京)有限公司、中交航空港有限公司、北京富来特国际货 运代理有限责任公司、南通机场集团有限公司、金鹏航空有限责任公司、上海腾达国际物流股份有限公 司、上海傲湃国际货物运输代理有限公司、西部机场集团航空地勤(西安)有限公司 内容概要:航空货运服务是以航空器为载体、专注于机场至机场空中运输环节的现代物流方式,凭借速 度快、安全性高、空间跨度大等核心优势,成为高附加值、强时效性国际贸易货物运输的关键支撑。近 年来,国家持续强化政策引导,推动行业从"重客轻货"向"客货并重"转型,出台《"十四五"航空物流发 展专项规划》等系列文件,从枢纽建设、运力提升、数据互通等多维度构建支撑体系,为行业规模化、 专业化和国际化发展奠定制度基础。近年来,我国航空货运规模持续增长,2024年货邮运输量达898.2 万吨,其中国际航线表现尤为亮眼,增速接近30%,2025年1-10月继续保持两位数增长,凸显其在国际 供应链中的重要地位。然而,行业仍面临全货机运力供给不足、国际航线网络恢复缓慢等结构性挑战。 供需 ...
俄罗斯电商爆发:平台碾压独立站的“冰与火”
Sou Hu Cai Jing· 2025-12-06 13:15
Core Insights - The article emphasizes that for most businesses looking to enter the Russian market, leveraging comprehensive e-commerce platforms like Wildberries and Ozon is a more practical and advantageous choice compared to building independent sites due to the unique market environment, infrastructure, and consumer habits in Russia. Comparison of E-commerce Models - **Trust and Traffic**: Comprehensive platforms have a significant advantage with millions to tens of millions of monthly active users, which helps resolve consumer trust issues. In contrast, independent sites must invest heavily to build brand recognition and attract traffic, facing challenges in a market with generally low trust levels [3]. - **Payment and Settlement**: Platforms offer various localized payment methods (e.g., cash on delivery) and handle complex cross-border settlement issues, providing a secure channel for sellers. Independent sellers face high risks as international payment channels (e.g., Visa, PayPal) have exited, making it extremely difficult for small sellers to establish secure and reliable ruble collection channels [4][5]. - **Logistics and Delivery**: Platforms have built extensive logistics networks (e.g., Ozon has thousands of pickup points), effectively addressing the "last mile" delivery challenge with next-day delivery in core cities. Independent sellers must manage local delivery service providers, which are limited in Russia, leading to high logistics costs and uncertain delivery times [6]. - **Operational Barriers and Costs**: Platforms lower the entry barriers by providing standardized store management, marketing tools, and logistics services, allowing sellers to focus on product selection and operations with relatively controllable startup costs. Independent sellers face high barriers, needing to handle website development, technical maintenance, multi-channel marketing, and customer service, requiring significant resources and expertise [7][8]. Recommendations for Product Selection and Operations - **Precise Product Selection**: The Russian market has a sustained demand for clothing, electronics, home goods, and auto parts. Chinese products like mobile phones, small appliances, and fast fashion clothing are highly competitive. Sellers should also monitor seasonal bestsellers and emerging categories like smart home devices and pet products [9]. - **Deep Localization**: Beyond translating product information into Russian, sellers should localize designs to fit local aesthetics, provide detailed product specifications (as Russian consumers value this), and ideally offer Russian-speaking customer service to significantly enhance conversion rates [10]. - **Marketing Timing**: Sellers should align marketing efforts with important Russian holidays and shopping seasons, such as New Year (the largest sales season), International Women's Day (a significant gift-giving occasion), and "Double Eleven," planning marketing activities in advance [10]. - **Compliance Management**: Russia has mandatory product certification requirements (e.g., EAC certification). After joining a platform, sellers must thoroughly understand platform rules and local regulations to ensure product qualifications are complete, avoiding losses due to compliance issues [10]. Policy Implications - The introduction of a visa-free policy between China and Russia is expected to facilitate cross-border e-commerce development, making business exchanges more convenient and reducing costs for Russian buyers visiting China for market exploration [12][15].
甘肃多举措稳外贸提质效
Jing Ji Ri Bao· 2025-12-06 03:46
数据显示,今年前10个月,甘肃省外贸实现稳步增长,进出口总值达到544.8亿元,同比增长16.1%。其 中,出口138.7亿元,增长39.4%;进口406.1亿元,增长9.8%。对共建"一带一路"国家进出口398.9亿 元,增长9.6%。(记者赵梅) 经济日报兰州12月5日讯 近日,一批贴有"天水花牛"标识的鲜苹果完成装柜,正式启程发往印度尼西亚 勿拉湾港口。针对苹果"保鲜期短、船期紧"的特点,天水海关专门组建服务专班,优化"属地查验—证 书签发—口岸放行"全流程。 助力农产品拓展国际市场,是甘肃推动外贸保稳提质的一个缩影。近年来,甘肃充分发挥外经 贸"1+5+N"工作机制效能,全面落实支持外经贸企业稳定发展的19项措施,并制定详细项目实施方案。 在通道建设上,甘肃积极融入高质量共建"一带一路"和西部陆海新通道建设,持续强化陆上、空中、网 上"三大通道"功能,不断巩固在国家向西开放布局中的战略通道地位。目前,甘肃已开通中欧、中亚、 南亚、陆海新通道、"中吉乌"中亚新通道及东部海港铁海联运等"四向多条"国际货运班列,线路覆盖20 多个国家和地区。 在"引进来"与"走出去"双向发力方面,甘肃省商务厅组织召开全省海 ...
SHEIN(希音)跻身Z世代最喜爱中国全球化品牌前三、电商品类第一
Sou Hu Cai Jing· 2025-12-05 16:26
近日,Snapchat携手凯度发布首个"Z世代最喜爱的中国全球化品牌50强"榜单,腾讯、小米与SHEIN(希 音)位列前三。其中,SHEIN(希音)在电商品类中排名第一,显示出其对年轻消费群体的强大吸引力。 | | Z世代最喜爱的 1 中国全球化品牌 | | | | --- | --- | --- | --- | | 排名 | 品牌 | 品类 | Z 世代品牌力 | | | Tencent | 游戏 | 1391 | | 2 | Xiaomi | 3C | 1241 | | 3 | SHEIN | 电商 | 1197 | | 4 | Huawei | 3C | 1187 | | 5 | miHoYo | 游戏 | 1144 | | 6 | Hisense | 3C | 1118 | | 7 | Lenovo | 3C | 1113 | | 8 | Century Games | 游戏 | 1107 | | 9 | TCL | 3C | 1104 | | 10 | Habby | 游戏 | 1088 | 游供应商的赋能,SHEIN(希音)带动传统行业向数字化、智能化、绿色化迈进,助力更多中国制造高效 拓展全球市 ...
亚马逊:2025年销售额超过1000万美元的中国卖家增幅近30%
Sou Hu Cai Jing· 2025-12-05 15:11
Core Insights - Amazon reported that since 2025, Chinese sellers have sold billions of items through its global platforms, with the number of Chinese sellers achieving over $10 million in sales increasing by nearly 30% [1] Group 1: Sales Growth and Market Expansion - Chinese sellers are actively expanding their presence across multiple international sites, with Amazon now offering 20 international sites for Chinese sellers since the launch of the Ireland site in March 2025 [3] - From January to October 2025, sales from Chinese sellers on mature sites in North America and Europe grew by over 15%, while sales on emerging sites increased by over 30% [3] Group 2: New Initiatives and Technology Integration - Amazon Global Selling announced the launch of the "Next-Generation Cross-Border Chain," allowing sellers to list products once and fulfill orders globally from their source warehouses [3] - The new seller platform will serve as an intelligent management center, utilizing generative AI to simplify complex tasks and predict seller needs, with the upgraded Amazon Seller Assistant featuring Agentic AI capabilities now available in the U.S. and set to expand to more international sites [3] Group 3: Local Support and Infrastructure - Amazon Global Selling has established five regional centers and offices in 12 cities across China, along with an Asia-Pacific Innovation Center and training centers, providing comprehensive support for sellers in account management, training, innovation incubation, AI empowerment, and service provider networking [4]
家联科技涨2.10%,成交额4863.00万元,近5日主力净流入-1679.87万
Xin Lang Cai Jing· 2025-12-05 10:26
Core Viewpoint - Ningbo Jialian Technology Co., Ltd. is experiencing growth in its stock price and market activity, driven by its focus on biodegradable plastics, 3D printing, and cross-border e-commerce, benefiting from the depreciation of the RMB and the Belt and Road Initiative [1][2]. Company Overview - Ningbo Jialian Technology specializes in the research, production, and sales of plastic products, biodegradable products, and plant fiber products, with a revenue composition of 84.41% from plastic products, 14.25% from biodegradable products, and 1.34% from other sources [7]. - The company was established on August 7, 2009, and went public on December 9, 2021 [7]. Financial Performance - For the period from January to September 2025, the company achieved a revenue of 1.865 billion yuan, representing a year-on-year growth of 8.25%. However, the net profit attributable to the parent company was a loss of 73.8145 million yuan, a decrease of 209.95% year-on-year [8]. - As of September 30, 2025, the company had a total of 6,828 shareholders, an increase of 15.61% from the previous period, with an average of 20,195 circulating shares per person, down by 11.47% [8]. Market Position and Strategy - The company is a leading player in the global plastic dining utensils manufacturing industry, with 70.47% of its sales coming from exports in 2021, primarily to developed regions such as North America, Europe, and Oceania [2][3]. - The company has also expanded its online market presence through cross-border e-commerce platforms [2]. Production Capacity and Expansion - The company has established a significant overseas production capacity in Thailand, which includes production lines for 3D printing materials, plastic dining utensils, home products, and plant fiber products, with these lines gradually entering production [3]. Stock Market Activity - On December 5, the company's stock rose by 2.10%, with a trading volume of 48.63 million yuan and a turnover rate of 1.70%, leading to a total market capitalization of 4.075 billion yuan [1].
商务部部长王文涛:扩大高水平对外开放 加快建设强大国内市场
Xin Lang Cai Jing· 2025-12-05 10:08
新华社北京12月5日电 题:扩大高水平对外开放 加快建设强大国内市场——访商务部党组书记、部长王 文涛 新华社记者谢希瑶 答:"十五五"时期是基本实现社会主义现代化夯实基础、全面发力的关键时期,扩大高水平对外开放具 有重大意义。 ——扩大高水平对外开放,是全面推动高质量发展的强大动力。"十五五"时期,我国发展面临的战略机 遇和风险挑战并存、不确定难预料因素增多,要求我们积极识变应变求变,用好发展机遇、潜力和优 势,完整准确全面贯彻新发展理念,加快构建新发展格局,因地制宜发展新质生产力,着力推动高质量 发展。扩大高水平对外开放,发挥以开放促改革促发展的重要法宝作用,可以增强国内国际两个市场、 两种资源联动效应,推动经济实现质的有效提升和量的合理增长。 ——扩大高水平对外开放,是满足人民美好生活需要的内在要求。对外开放同人民群众生产生活息息相 关,2024年有进出口实绩的外贸企业近70万家,存量外资企业近50万家,外贸外资直接和间接带动就业 人口超过2亿人,大量优质进口促进了产业升级和消费升级。"十五五"时期,对外开放在稳增长、稳就 业、惠民生中仍将发挥重要作用。扩大高水平对外开放,把开放的蛋糕做大分好,有助于不 ...
极米科技跌0.81%,成交额4547.84万元,近5日主力净流入1435.70万
Xin Lang Cai Jing· 2025-12-05 07:48
Core Viewpoint - The company, XGIMI Technology, is focused on the development, production, and sales of smart projection products, with significant growth in overseas revenue and a strong market presence in various regions [2][6]. Company Overview - XGIMI Technology was established on November 18, 2013, and went public on March 3, 2021. The company is located in Chengdu, Sichuan, China, and Hong Kong [6]. - The main business revenue composition includes 91.45% from projectors and accessories, 4.90% from other supplementary products, and 3.66% from internet operations [6]. - As of September 30, 2025, the company reported a revenue of 2.327 billion yuan, a year-on-year increase of 1.99%, and a net profit of 79.65 million yuan, a significant increase of 297.49% [6][7]. Market Performance - On December 5, the stock price of XGIMI Technology decreased by 0.81%, with a trading volume of 45.48 million yuan and a market capitalization of 7.615 billion yuan [1]. - The company has seen a net inflow of 716,500 yuan from major investors today, with a total net inflow of 23.2568 million yuan in the industry [3][4]. Business Expansion - The company has achieved a 82.04% year-on-year increase in overseas revenue, amounting to 790 million yuan in 2022, with products sold primarily in Europe, Japan, and the United States [2]. - XGIMI is actively expanding into emerging markets such as Australia and South Korea, and its products are available through various international retail channels [2]. Shareholder Information - As of September 30, 2025, the number of shareholders increased by 34.55% to 8,062, while the average circulating shares per person decreased by 25.68% to 8,682 shares [6]. - The second-largest shareholder is Hong Kong Central Clearing Limited, holding 4.1545 million shares, which is a decrease of 427,000 shares compared to the previous period [8].
浙江正特跌0.02%,成交额1398.74万元,近3日主力净流入-95.41万
Xin Lang Cai Jing· 2025-12-05 07:37
Core Viewpoint - Zhejiang Zhengte is positioned to benefit from the pet economy, camping economy, cross-border e-commerce, and the depreciation of the RMB, with a significant portion of its revenue coming from overseas markets [2][3]. Company Overview - Zhejiang Zhengte Co., Ltd. is located in Linhai City, Zhejiang Province, and was established on September 12, 1996. The company went public on September 19, 2022. Its main business involves the research, development, production, and sales of outdoor leisure furniture and products [7]. - The company's main revenue sources are: shading products (86.83%), leisure furniture (6.64%), and others (6.54%) [7]. - As of November 28, the number of shareholders is 4,220, a decrease of 4.20% from the previous period, with an average of 24,565 circulating shares per person, an increase of 4.38% [7]. Financial Performance - For the period from January to September 2025, Zhejiang Zhengte achieved operating revenue of 1.299 billion yuan, a year-on-year increase of 32.29%. The net profit attributable to the parent company was 45.51 million yuan, up 43.92% year-on-year [7]. - The company has distributed a total of 18.7 million yuan in dividends since its A-share listing [8]. Market Position and Products - The company produces a variety of products, including pet houses, pet fences, and cages, and has two main product lines: shading products (including awnings and umbrellas) and outdoor leisure furniture [2][3]. - The products are widely used in outdoor leisure venues, hotels, and personal gardens, making the company one of the more comprehensive manufacturers in the domestic outdoor leisure furniture and supplies sector [2][3]. Sales and Distribution - The majority of the company's products are sold to the European and American markets, utilizing sales channels such as large chain supermarkets, brand merchants, and e-commerce platforms [2][3]. - The company has entered the supplier system of major chain supermarkets like Walmart and Costco, leveraging its research and design capabilities and product quality [2][3]. International Revenue - According to the 2024 annual report, overseas revenue accounts for 92.75% of the company's total revenue, benefiting from the depreciation of the RMB [3].
三态股份涨0.47%,成交额7189.46万元,近3日主力净流入-1641.82万
Xin Lang Cai Jing· 2025-12-05 07:35
Core Viewpoint - The company, Shenzhen SanTai E-commerce Co., Ltd., is benefiting from the depreciation of the RMB and is focused on cross-border e-commerce retail and logistics, with a significant portion of its revenue coming from overseas operations [3][7]. Group 1: Company Overview - Shenzhen SanTai E-commerce Co., Ltd. was established on January 7, 2008, and went public on September 28, 2023 [7]. - The company's main business segments include cross-border e-commerce retail (76.14% of revenue) and cross-border e-commerce logistics (23.80%), with minimal contributions from technology services and other business [7]. - As of November 28, the company had 28,500 shareholders, a decrease of 1.84% from the previous period, with an average of 7,690 circulating shares per person, an increase of 1.88% [8]. Group 2: Financial Performance - For the period from January to September 2025, the company achieved a revenue of 1.252 billion yuan, representing a year-on-year growth of 0.15%, while the net profit attributable to shareholders decreased by 25.94% to 31.8471 million yuan [8]. - The company has distributed a total of 110 million yuan in dividends since its A-share listing [9]. Group 3: Market Position and Trends - The company operates within the trade retail sector, specifically in the internet e-commerce and cross-border e-commerce segments, and is associated with concepts such as intellectual property and AIGC [8]. - The company has developed an AI-driven risk detection tool named "RuiGuan·ERiC," aimed at providing flexible and cost-effective risk monitoring solutions for cross-border e-commerce businesses [2][3]. - The company is also involved in the development of an AIGC project that utilizes Stable Diffusion for generating high-quality images, enhancing operational efficiency and reducing production costs [2]. Group 4: Stock Performance - On December 5, the company's stock rose by 0.47%, with a trading volume of 71.8946 million yuan and a turnover rate of 3.83%, resulting in a total market capitalization of 6.776 billion yuan [1]. - The average trading cost of the stock is 9.06 yuan, with recent trading activity indicating a decrease in holdings by major investors, suggesting a dispersed ownership structure [5][6].