国研新经济研究院创始院长朱克力向《证券日报》记者表示，这些航线的开通为从事跨境电商、电子产 品、机械设备、汽车配件等行业的企业提供了极大便利。同时，货运航线的加密也有助于地方更深融入 全球航空网络，吸引产业集聚，增强区域经济竞争力。 民航专家、广外南国商学院教授郭佳在接受《证券日报》记者采访时表示，航空货运量稳步上涨，对推 动我国经济发展，尤其是外向型经济的支撑作用愈发显著。同时，通过开拓更多国际全货机航线，我国 在全球航空物流运能中的比重不断提高，这也反映出我国对产业链、供应链自主可控能力的持续增强。 在"高质量完成'十四五'规划"系列主题新闻发布会上，中国民航局局长宋志勇表示，航空物流业是现代 产业体系的重要支撑，发展航空物流产业，对于做强国内大循环、保障国际供应链稳定具有重大意义。 9月6日，中国物流与采购联合会数据显示，8月份，全国共新开国际航空货运航线15条，每周增加往返 航班超过30个，我国航空货运航线继续织密。 数据显示，今年前八个月，全国共新开国际航空货运航线152条，每周增加往返航班超过300个。在航向 结构方面，主要以亚洲和欧洲航线为主，分别达到76条和55条，其次是北美洲航线14条。在货 ...

Summary of Key Points from Conference Call Industry or Company Involved - The discussion primarily revolves around the global macroeconomic environment, trade dynamics, and the implications for various industries, particularly focusing on China and the U.S. manufacturing sector. Core Points and Arguments 1. **Global Trust System Erosion**: The global trust in the dollar and U.S. Treasury bonds has weakened due to trade frictions and foreign reserve freezes, prompting countries to diversify their asset allocations and reduce reliance on the dollar [1][5][10]. 2. **Rising Wealth Inequality**: Increasing wealth disparity is leading to heightened social tensions, which could result in political forces shifting internal conflicts outward, posing global risks [1][6][8]. 3. **U.S. Trade Frictions**: The U.S. has initiated trade tensions to secure its economy, reduce dependence on foreign core products, and revive domestic manufacturing to boost employment [1][9]. 4. **China's Resource Security**: China is focusing on enhancing the security of its core resources, including commodities and technology, to achieve self-sufficiency in its supply chains [1][10]. 5. **Shift in China's Social Contradictions**: The primary social contradiction in China has shifted to the growing needs for a better life versus unbalanced development, leading to a policy focus on addressing these imbalances [1][11][12]. 6. **Real Estate Cycle Impact**: The real estate cycle has reached a turning point since 2018, significantly affecting China's interest rate system and necessitating a reevaluation of strategies [1][14][15]. 7. **Investment Strategy in Low Inflation**: In a low inflation environment, preserving capital should be the main goal for wealth allocation, favoring stable assets and high-dividend opportunities [2][19]. 8. **Changes in Global Asset Pricing**: The global asset pricing paradigm has shifted, with countries reassessing their relationships with the U.S. and becoming more cautious in their investments in U.S. debt [1][18]. 9. **Long-term Investment Opportunities**: High-dividend assets and export-oriented investments are highlighted as valuable in the current economic climate, particularly in sectors like innovative pharmaceuticals and solar modules [22]. 10. **New Consumption Trends**: Emerging consumption trends, such as value-driven and emotional purchases, are identified as having significant market potential [23]. 11. **Technological Innovation**: Technological advancements are expected to lower production costs and create substantial investment opportunities, despite not significantly increasing inflation [24]. 12. **Adjustment of Investment Thinking**: A shift in investment thinking is necessary to adapt to the new macroeconomic framework, moving away from traditional stimulus measures and focusing on high-quality development [25]. 13. **Optimistic Outlook on China's Economy**: There is a positive outlook on China's economic prospects, driven by the competitiveness of its manufacturing sector and the potential for significant investment opportunities [26]. Other Important but Possibly Overlooked Content - The discussion emphasizes the need for a comprehensive understanding of historical, political, and international relations factors to navigate the changing macroeconomic landscape effectively [25].