Core Viewpoint - The successful transportation of six valuable warmblood horses from Europe to Shanghai by China Eastern Airlines Logistics marks a significant breakthrough in the high-value, specialized logistics sector, showcasing the company's commitment to enhancing its service capabilities and strategic transformation [6]. Group 1: Market Opportunity - The horse racing and equestrian industry in China has immense growth potential, with an increasing number of international competitions being held in the country, leading to a rising demand for specialized logistics services [2]. - China Eastern Airlines Logistics has identified this market opportunity and is actively engaging with renowned European horse farms to offer tailored air transport solutions for equestrian events and horse breeding transactions [2]. Group 2: Logistics and Operations - To ensure a smooth logistics chain, China Eastern Airlines Logistics has meticulously coordinated key operations, including ground handling, air transport, and emergency support, specifically tailored for live animal transportation [4]. - The company utilizes specialized air containers for horses, implements temperature-controlled transport, and has dedicated personnel for sanitation and compliance with regulatory standards, ensuring safety and efficiency throughout the transportation process [4]. Group 3: Future Plans - Moving forward, China Eastern Airlines Logistics aims to deepen its focus on the horse and live animal transport market, continuously optimizing its service product system and enhancing its high-end logistics solutions [8]. - The company is committed to providing safer, more efficient, and higher-value air logistics services, while promoting the standardization, specialization, and internationalization of specialized logistics [8].

Core Viewpoint - Beimo Gaoke (002985.SZ) has strategically invested 5 million yuan in Beijing Silk Road Pioneer Aviation Technology Co., marking its entry into the low-altitude economy special logistics sector, which aligns with national strategic emerging industries [1][2]. Company Summary - The investment signifies Beimo Gaoke's transition from aviation components to integrated system solutions, enhancing its military-civilian integration strategy [1][3]. - Silk Road Pioneer has established an efficient logistics system for both manned and unmanned aircraft, addressing the last-mile delivery challenges in low-altitude logistics, filling a domestic gap [1][2]. - The partnership will leverage existing facilities and technology at Beimo Gaoke's Zhengding production base, enabling rapid production capacity without additional fixed asset investment [2]. Industry Summary - The low-altitude logistics market is projected to reach between 120 billion yuan and 150 billion yuan by 2025, with potential growth to 450 billion yuan to 605 billion yuan by 2035, indicating significant future development potential [1]. - The low-altitude economy sector is gaining momentum, with the Civil Aviation Administration of China forecasting a market size exceeding 1.5 trillion yuan by 2025 and 3.5 trillion yuan by 2035 [3]. - The special logistics segment within the low-altitude economy is poised for growth due to three key opportunities: the demand for unmanned logistics in military logistics, the need for emergency rescue equipment due to frequent natural disasters, and the acceleration of industry consolidation through modular technology standardization [3].