中新网广州2月27日电 (记者 郭军)春节假期，南航物流广州国际货站一派繁忙景象，货机有序起降、货 物高效流转。记者从27日从南航物流了解到，今年春节假期，南航物流在穗国际货邮总量超1.4万吨， 其中出港货邮总量同比去年春节上涨12%，进港货邮总量同比上涨13%，跨境电商货物出口运输量更是 突破历史单日新高，为广东外贸"开门红"注入强劲动力。 春节期间，为保障粤港澳大湾区核心航空物流枢纽畅通，南航物流坚持服务不打烊、运力不断档，以全 流程、定制化保障方案，让"广货"高效出海、全球好物顺畅入粤。为保障假期物流高峰顺畅运行，南航 物流组建24小时专项保障专班，加开入库通道、优化库区作业流程，减少高峰期货主排队等待时间；动 态优化航线与运力配置，加密东南亚、中东、欧美等重点货运航线，最大化释放广州航空物流枢纽能 力。 针对跨境电商货物出口热潮，南航物流在广州国际货站增设航空货运安检机口，并依托广州国际货 站"双前置"能力优势，实现货物提前安检、提前申报，大幅压缩通关与地面操作时长。同时南航物流通 过智慧货站系统实时监控货站货量情况，动态调配资源、优化流程，避免货物积压，实现高峰期"多而 不堵"，让广东制造的服装、家 ...

在当今全球化的商业浪潮中，跨境电商蓬勃发展，澳洲市场凭借其庞大的消费潜力和成熟的电商环境，吸引着众多中国企业的目光。而在中澳跨境物流领 域，一件代发服务成为了众多卖家降低成本、提高效率的理想选择。那么，如何挑选一家服务不错、有实力的澳洲一件代发公司呢？宁波平行线国际供应链 有限公司无疑是一个值得关注的优质之选。 行业优势：深耕细作，经验铸就实力 墨尔本仓距离FBA仓 - MEL1仅1公里距离，距离Direct Freight Express，Aramex，Hunter Express等主流物流分拣中心10分钟车程，凭借优越的交通条件，可 显著提升货物运输效率，进一步缩短物流时效。同样，墨尔本仓也是全华人团队，沟通顺畅，处理订单高效。双仓布局形成地理优势，实现 国内集货 - 澳 洲仓储 - 本地派送 的无缝衔接，能将核心城市的配送时效压缩至2 - 3天，契合当地消费者对履约速度的高要求。 价格优势：成本优化，性价比出众 在价格方面，宁波平行线国际供应链具有明显的优势。由于澳洲跨境物流资源高度失衡，80%海外仓集中于悉尼、墨尔本，北部仅占20%，导致昆士兰、北 领地订单面临诸多困境。而该公司布里斯班新仓的落地，终 ...

2026年1月15日，极兔速递(1519.HK)与顺丰控股(002352.SZ，6936.HK)联合发布公告，宣布达成总额83亿港元的相互持股协议。根据协议，极兔向顺丰增发 8.22亿股B类股份，顺丰向极兔增发2.26亿股H股，交易完成后顺丰将持有极兔10%股份，极兔持有顺丰4.29%股份。 这是中国物流行业迄今规模最大的战略性交叉持股案例。双方在公告中明确，此次合作旨在构建覆盖更广、效率更高的全球一体化物流网络，共同把握中资 企业出海及跨境电商的增长机遇。 应对出海供应链痛点，构建端到端服务能力 随着跨境电商进入深耕阶段，物流需求已从单纯"可达"升级为"稳定、高效、成本优化"的综合体验。然而，单一企业试图在全球范围内自建"干仓配"一体网 络，往往面临高昂的资本投入、管理复杂度与文化融合挑战。通过战略合作实现资源共享与能力衔接，正成为头部物流企业应对国际竞争、提升全链路服务 效率的务实路径。 守稳基本盘，"双轮驱动"走得更稳 链条效率，从而增强综合竞争力。同时也为中国出海企业提供更具确定性和性价比的跨境物流解决方案，在服务体验层面构建差异化的护城河。 交易公布后，多家投行上调极兔目标价至13港元以上，反映出资 ...

Core Viewpoint - The development of cross-border e-commerce logistics in the Guangdong-Hong Kong-Macao Greater Bay Area is thriving, with Southern Airlines Logistics (南航物流) playing a crucial role in enhancing logistics efficiency and supporting the export of "Made in Guangdong" products [1][4]. Group 1: Logistics Development - On January 16, Southern Airlines Logistics prepared to transport cross-border e-commerce goods from Nansha Port to Budapest, showcasing the robust growth of air logistics in the Greater Bay Area [1]. - By 2025, the total cargo and mail volume at Southern Airlines Logistics' Guangzhou International Cargo Station is expected to exceed 660,000 tons, with over 230,000 tons of export e-commerce goods [1]. Group 2: Cross-Border E-commerce Growth - The cross-border e-commerce industry in the Greater Bay Area has been rapidly growing, with significant increases in the export volume of "Made in Guangdong" products such as electronics and appliances [4]. - Southern Airlines Logistics has introduced innovative cross-border e-commerce transit services, simplifying the logistics process from port to airport and significantly improving shipping efficiency [4]. Group 3: Efficiency and Innovation - The introduction of a direct air-sea transport channel has reduced the time required for goods to be shipped from the port to the airport, enhancing the competitiveness of cross-border e-commerce companies [4][5]. - Southern Airlines Logistics has developed specialized transportation plans for high-volume items like batteries and sensitive goods, improving customs clearance efficiency while ensuring safety [4]. - The company has also been advancing the construction of smart cargo stations, which has led to a significant increase in the processing volume of e-commerce goods, with a year-on-year growth of over 60% [4].

Investment Rating - The transportation industry is rated as "Outperform" [2] Core Insights - SF Express and Jitu Express announced a strategic mutual shareholding agreement worth HKD 8.3 billion, focusing on building a global integrated logistics network to meet the needs of Chinese enterprises going abroad and the new landscape of cross-border e-commerce logistics [3][14] - COSCO Shipping and Peru Post signed a memorandum of cooperation to enhance cross-border e-commerce logistics channels between China and Peru, improving logistics service capabilities and operational efficiency [3][16] - Zhihang released a lightweight eVTOL aircraft named "Bullet," targeting the personal flying vehicle market, while Eastern Airlines Jiangsu will open and restore multiple international and domestic routes during the 2026 Spring Festival [3][17][19] - The tense situation in Iran has led to a rapid increase in risk premiums in the Strait of Hormuz, with VLCC daily earnings doubling to USD 68,000, while sanctions on Venezuela may lead to a redistribution of heavy crude oil shipping capacity [3][24][25] Industry Data Tracking - The Baltic Air Freight Price Index increased month-on-month but decreased year-on-year [4][30] - Domestic express delivery volume increased by 5.00% year-on-year in November 2025, while revenue decreased by 3.70% [4][51] - The average daily number of international flights in the second week of January 2026 was 1,802.29, down 1.15% month-on-month and 1.34% year-on-year [4] - From January 5 to January 11, 2026, the number of freight trucks on national highways reached 55.09 million, a month-on-month increase of 17.3% [4] Investment Recommendations - Recommended investment opportunities in international market expansion for express logistics, specifically in SF Express and Jitu Express [5] - Suggested investment in the airline industry due to increased demand during the Spring Festival, recommending China National Aviation Holding, Southern Airlines, and Eastern Airlines [5] - Suggested attention to the low-altitude economy sector, recommending CITIC Offshore Helicopter [5] - Recommended investment opportunities in oil shipping due to geopolitical conflicts, suggesting China Merchants Energy Shipping [5][28] - Recommended focusing on the equipment and manufacturing export chain, suggesting COSCO Shipping Heavy Industry [5] - Recommended investment opportunities in the highway and railway sector, suggesting Beijing-Shanghai High-Speed Railway [5]

Core Viewpoint - Jitu Express and SF Express are entering a strategic partnership involving mutual shareholding worth HKD 8.3 billion, aiming to build a global integrated logistics network [1][2] Group 1: Shareholding Details - Jitu Express will issue 822 million Class B shares to SF Express at HKD 10.10 per share, while SF Express will issue 226 million H shares to Jitu Express at HKD 36.74 per share [1] - Post-transaction, SF Express will hold 10% of Jitu Express, and Jitu Express will hold 4.29% of SF Express [1] Group 2: Strategic Cooperation - The partnership will explore collaboration in global logistics network construction, infrastructure layout, and business synergy [2] - Both companies aim to create a more efficient and resilient global logistics network, targeting Chinese enterprises going global and the global e-commerce logistics market [5][6] Group 3: Complementary Strengths - Jitu Express has a strong end network in 13 countries, while SF Express possesses superior cross-border trunk and mainline resources [6] - The collaboration is expected to enhance service offerings across all price points and scenarios, with SF Express leveraging Jitu's Southeast Asian network for cross-border e-commerce logistics [7] Group 4: Market Context - The cross-border logistics sector is recognized as a trillion-dollar opportunity, with increasing demand for comprehensive logistics services as Chinese brands expand internationally [9][10] - Jitu Express has established a significant presence in Southeast Asia, with over 30% market share, while SF Express is enhancing its international capabilities through various investments [14][11] Group 5: Future Prospects - The partnership is anticipated to optimize resource allocation in the logistics industry, shifting competition from price to value [16] - Both companies are expected to enhance their operational efficiency and expand their market presence through this collaboration [16]

Group 1: Singapore Port Performance - In 2025, Singapore Port's total ship tonnage reached approximately 3.2 billion tons, a year-on-year increase of 3.5% [1][10] - The container throughput was about 44.7 million TEU, showing a significant year-on-year growth of 8.6% [1][10] - The sales volume of marine fuel increased by 3.4% to approximately 56.8 million tons, with alternative marine fuel sales reaching 2 million tons, up from 1.4 million tons in 2024 [1][10] - The total registered tonnage of Singaporean ships grew by 27% to 137.5 million tons, marking a rise to the fourth position globally [1][10] Group 2: Global Shipping Orders - In 2025, global new ship orders decreased from 4,405 in 2024 to 2,403, with alternative fuel ships accounting for 38% of the total tonnage, totaling 275 ships, a 47% decrease [2] - Container ship orders increased from 447 in 2024 to 547 in 2025, representing about 49% of the global new ship tonnage [2] - LNG fuel ships maintained a leading position in the alternative fuel market with 188 orders, accounting for 31% of the global new ship tonnage [2] Group 3: Maersk Operations - Maersk confirmed that one of its cargo ships successfully completed a trial passage through the Red Sea from January 11 to 12 [3][11] - The company emphasized the implementation of necessary safety measures during the passage, although specific details were not disclosed [3][11] Group 4: COSCO Shipping and Peru Post Cooperation - COSCO Shipping and Peru Post signed a memorandum of cooperation to enhance cross-border e-commerce logistics between China and Peru [4][12] - The collaboration aims to improve international transport, postal clearance, and last-mile delivery, thereby boosting the efficiency of cross-border logistics services [4][12] Group 5: Beijing-Xiong'an International Smart Port - The Beijing-Xiong'an International Smart Port's three major train routes have achieved regular operations, facilitating the export of Hebei manufacturing to the world [5][13] - The "Baoding-Qingdao" train route has entered a mature operational phase, maintaining two regular weekly departures [5][13] Group 6: COSCO Shipping's New Vessel Orders - COSCO Shipping announced the order of 12 LNG dual-fuel container ships, each with a capacity of 18,000 TEU, expected to be delivered between 2028 and 2029 [6][14] - The new vessels will replace older ships, optimizing the fleet structure and reducing costs per container [6][14] Group 7: ONGC and Mitsui Partnership - ONGC and Mitsui have signed an agreement to establish a joint venture for the ownership and operation of very large ethane carriers (VLEC), with a total investment of approximately $370 million [7][14] - The new ships are planned to be flagged in India and are expected to be operational by mid-2028 [7][14] Group 8: Baltimore Port Development - The U.S. Army Corps of Engineers has approved the construction of a new container terminal at the former steel mill site in Baltimore [8][15] - The project, named Sparrows Point Container Terminal (SPCT), involves an investment of approximately $1 billion and aims to double the container throughput of Baltimore Port [8][15]

Group 1 - The core point of the announcement is that Jitu Express (极兔速递-W) has entered into a conditional share subscription agreement with SF Holding (顺丰控股), agreeing to subscribe for 226 million H shares at a price of HKD 36.74 per share and 822 million Class B shares at HKD 10.10 per share, totaling approximately HKD 82.99 billion [1] - After the transaction, Jitu Express will hold about 4.29% of the enlarged issued shares of SF Holding, meaning SF Holding will not become a subsidiary of Jitu Express, and its financial results will not be consolidated into Jitu Express's financial statements [1] - The subscription shares will represent approximately 9.15% of Jitu Express's issued share capital as of the announcement date and about 8.45% of the enlarged issued share capital after the subscription [1] Group 2 - The group is a global logistics service operator that has achieved rapid growth in multiple countries, particularly in Southeast Asia, where it has established a strong localized operational experience and network [2] - SF Holding is the largest logistics service provider in China and Asia, ranked 393rd in the Fortune Global 500, offering end-to-end integrated logistics solutions with a broad global service network covering around 200 countries and regions [2] - The strategic significance of this transaction lies in establishing a solid trust foundation between Jitu Express and SF Holding, facilitating deeper cooperation and expanding service and network coverage to benefit customers [3] - The collaboration will enhance both companies' capabilities in domestic and international logistics, leveraging Jitu Express's strong last-mile delivery network and local operational experience alongside SF Holding's core resources in cross-border logistics [3]

"福州⇌吉隆坡"国际全货机定期航线开通 中新网福州1月13日电 (记者 闫旭)福州⇌吉隆坡国际全货机定期航线12日开通。首个航班于北京时间12 日23时30分降落福州长乐国际机场后，满载集成电路、电子产品、服饰鞋帽、跨境电商包裹等货品于13 日0时30分飞往马来西亚吉隆坡国际机场。 广告等商务合作，请点击这里 据了解，福建铂雅纭毅国际货运有限公司负责该航线运营。航线由B737-800F全货机执飞，每周2班， 后续计划加密到每周4班。 该航线的开通填补了福州至马来西亚的航空货运运力空白，开辟了当前两地唯一的空中货运干线运输通 道，大幅提升运输时效性、操作规范及供应链稳定性，解决了当下跨境电商"小批多类、快速高效"的需 求。东南亚特色产品能够更加便捷地进入福州及周边市场，为侨乡福州与马来西亚及其他东南亚地区的 经贸交流搭建起一条空中桥梁。(完) 来源：中国新闻网 编辑：张澍楠 本文为转载内容，授权事宜请联系原著作权人 中新经纬版权所有，未经书面授权，任何单位及个人不得转载、摘编或以其它方式使用。 关注中新经纬微信公众号(微信搜索"中新经纬"或"jwview")，看更多精彩财经资讯。 ...

Core Viewpoint - The collaboration between China COSCO Shipping Peru and Peru Post aims to enhance cross-border e-commerce logistics between China and Peru, focusing on international transportation, postal clearance, and last-mile delivery [1] Group 1: Partnership Details - A memorandum of cooperation was signed on January 12 in Lima, Peru [1] - The partnership will deepen practical cooperation in various logistics areas [1] Group 2: Objectives - The initiative aims to promote the synergy between cross-border e-commerce and modern logistics [1] - The goal is to jointly improve the logistics service capacity and operational efficiency between China and Peru [1]