齐鲁晚报·齐鲁壹点记者 白新鑫 8 月 26 日，一架承载着 16 吨电商及工业电子元器件货物的波音 737-800 全货机从济南遥墙国际机场腾空而起，这架来自山航的全货机将直飞曼谷。至此，济南 航空市场首次迎来常态化运营的东南亚全货机航班，济南国际航空货运枢纽建设迈出重要一步。 8月17日，山航持续发力，开通了青岛-东京全货机航线，这是山航继开通青岛-大阪、青岛-名古屋货运航线后的又一条重要日韩货运航线，这条航线8月17日 首飞便载货量18吨。 到2029年全球电子商务收入预计每年将增长9% 8月连开3条货运航线，山东民航货运市场持续发力 进入8月以来，山东民航货运市场好消息不断。 8月8日，山航第5架737-800波音改装货机（737-800BCF）顺利交付，值得一提的是，这也是波音在中国完成的第50架737-800BCF。 全货机机队规模达5架后，山航实现货运规模化运营。山航集团副总裁史凤军表示，其中3架737-800BCF货机分别投放于青岛、深圳和乌鲁木齐，稳定执飞 国际航线9条，初步构建起以济青为东北亚枢纽、深圳为东南亚门户、乌鲁木齐为中亚桥头堡的"黄金三角"货运航线网络。 这一战略布局不仅覆盖日韩 ...

Core Viewpoint - The opening of the direct cargo flight route from Hangzhou to Tashkent marks a significant development for Zhejiang Province, enhancing logistics efficiency and expanding market access for local products [2][4]. Group 1: New Cargo Route - The new cargo route is the first direct flight to Central Asia from Zhejiang Province, with flights operating twice a week, taking only 6 hours to reach Tashkent [2][4]. - The route has a maximum payload capacity of approximately 50 tons, facilitating the export of daily goods and clothing to Central Asia and the import of fresh fruits from Uzbekistan [4]. Group 2: Cargo Volume and Growth - In the first half of 2025, the total cargo and mail throughput at airports in Zhejiang Province reached approximately 520,000 tons, representing a year-on-year growth of about 2.6% [4]. - Despite a 4.8% decline in international cargo volume overall, Hangzhou Airport achieved a 3.3% increase, surpassing 100,000 tons in international cargo volume by June 10 [4]. Group 3: Expansion of Air Cargo Network - Zhejiang Airport has established a "72-hour global reach" air cargo network, operating 53 international cargo routes across three continents [6]. - New routes to Miami and Dallas have resulted in an increase of 774.1 tons in cargo volume to the U.S. [6]. - The launch of the "Hangzhou-Vancouver" overseas cargo station has enabled a 13-hour direct connection to North America's core market [6]. Group 4: High-Value Product Export - Hangzhou Airport has facilitated the global circulation of high-value products such as BMW auto parts and CATL batteries [6]. - The introduction of a vehicle air freight service at Ningbo Airport has reduced the transport time for domestic new energy vehicles to Europe to 10 hours [6]. Group 5: Agricultural Export and Digitalization - The "Yangmei Outbound" initiative has become a new symbol of rural revitalization, with airports in Hangzhou, Ningbo, and Wenzhou ensuring global air transport for local agricultural products [7]. - The ongoing digital reform and policy optimization in Zhejiang Province are expected to increase annual incentives to 25 million yuan, further enhancing logistics efficiency [7]. Group 6: Future Plans - Preparations for the operation of Jiaxing Cargo Airport are progressing steadily, with plans to increase transatlantic routes and explore intercontinental cargo channels [7]. - The goal is to achieve an international cargo level exceeding 30% for the year, supporting Zhejiang's "dual circulation" strategic hub [7].

Core Viewpoint - Zhongtong Airlines has officially registered in Changsha, marking the establishment of Hunan's first local cargo airline, which aims to enhance regional economic development and fill a gap in the cargo aviation sector [2][4]. Group 1: Company Developments - Zhongtong Airlines has a registered capital of 600 million yuan and is wholly owned by Zhongtong Express [2]. - The company plans to invest 11 billion yuan in a project that will cover approximately 750 acres, creating an integrated ecosystem for logistics, e-commerce, and financial services [4]. - The establishment of Zhongtong Airlines is a key part of Zhongtong's full industry chain layout, aimed at improving operational efficiency and service stability [2][3]. Group 2: Market Context - The express delivery market is becoming increasingly competitive, with Zhongtong's market share expected to decline in 2024, and its net profit being surpassed by SF Express [2][5]. - In 2024, the global air cargo demand is projected to grow by approximately 11.3%, with the Asia-Pacific region leading at a growth rate of 14.5% [5]. - Other logistics companies, including SF Express and JD Logistics, have already established their own airlines, intensifying competition in the sector [6]. Group 3: Financial Performance - In 2024, Zhongtong's package volume growth slowed to 12.6%, the lowest among major express companies, reflecting a broader trend of deceleration in the industry [5][6]. - The company recorded a net profit of 8.888 billion yuan in 2024, marking a decline in profitability compared to previous years [5][6]. - In the first quarter of 2025, Zhongtong achieved a package volume of 8.5 billion, a year-on-year increase of 19.1%, indicating a potential recovery in growth [7].

Group 1 - The successful launch of the Hong Kong flight carrying 2.5 tons of highland beef and lamb marks a significant breakthrough in the bulk shipment of Qinghai's agricultural products, transitioning to a regular export phase [1] - Air cargo is highlighted as a "golden channel" for high-end fresh agricultural products due to its unmatched timeliness and safety, with transportation times typically being 1/5 to 1/3 of road transport, and a reduction in spoilage rates by over 40% for perishable goods [1] - The collaboration between Qinghai's provincial delegation and Hong Kong has injected new vitality into the promotion of Qinghai's highland agricultural products on the international stage [1] Group 2 - The Qinghai branch of the air logistics company has actively engaged in market research and identified the inefficiencies of traditional transport methods for exporting highland beef and lamb, leading to the development of a direct air logistics plan to Hong Kong [2] - Coordination with airport customs and Hong Kong airlines has been established to streamline the export process, reduce transportation costs, and ensure the safe delivery of highland beef and lamb [2] - The successful bulk shipment allows Hong Kong residents to enjoy fresh, high-quality Qinghai highland beef and lamb, enhancing the international market presence and competitiveness of Qinghai's agricultural products [2] Group 3 - The Qinghai Airport Company and the air logistics branch are focused on customer needs, expanding international air cargo channels, and optimizing local logistics services [3] - Efforts include increasing flight frequency and opening new routes to enhance air cargo capacity, as well as improving cold chain logistics to support the export of green organic agricultural products [3] - The initiatives aim to create a more robust and efficient air bridge for Qinghai's agricultural products, facilitating their entry into broader international markets [3]