Core Viewpoint - The recent shift in the airline industry towards the "flat shoe reform" reflects a growing recognition of employee health and safety over outdated aesthetic standards, marking a significant change in the perception of professional attire for flight attendants [1][2]. Group 1: Industry Changes - Following Hunan Airlines, Spring Airlines has implemented a policy requiring female flight attendants to wear standard black flat shoes during their entire duty period, effective from July 7 [1]. - This reform is based on the Civil Aviation Administration's guidelines, which prohibit flight attendants from wearing high heels during flight operations, aiming to eliminate the cumbersome practice of switching between high heels and flats [1]. Group 2: Social and Cultural Shifts - There is a notable increase in the willingness and action among women to challenge unreasonable workplace dress codes, with the sentiment that "high heels should not define flight attendants" gaining traction in public consciousness [2]. - A stand-up comedian, who is also a former flight attendant, has transformed her experiences with high heel dress codes into a popular performance, highlighting a societal shift in understanding professional image and employee rights [2]. - The movement away from high heels is seen as paving the way for all service industry workers to redefine what constitutes a professional appearance, emphasizing health and efficiency over outdated norms [2].

Core Viewpoint - The article emphasizes the importance of adhering to Standard Operating Procedures (SOP) in the airline industry to ensure consistent and fair service delivery, rather than relying on subjective interpretations of service quality [13][18][25]. Group 1: Service Quality Perception - Service quality in the airline industry is highly subjective, with passengers' experiences varying widely based on personal expectations and interactions [2][3]. - The perception of service can be influenced by the behavior of flight attendants, where some may strictly follow SOPs while others may attempt to provide overly personalized service, leading to mixed results [6][7]. Group 2: Importance of SOP - SOPs are designed to ensure fairness, safety, and order within the airline service framework, outlining what must be done, what is optional, and what should not be exceeded [13][14]. - Airlines should uniformly apply SOPs to avoid confusion among passengers regarding service standards, ensuring that all passengers receive the same level of service based on their ticket class [15][16]. Group 3: Consequences of Deviating from SOP - Deviating from established procedures can lead to operational chaos and dissatisfaction among passengers, as seen in examples where flight attendants' attempts to provide extra care resulted in complaints [8][10][20]. - The article warns against the pitfalls of emotional decision-making in service delivery, which can create unrealistic expectations among passengers and lead to perceptions of unequal treatment [19][22][29]. Group 4: Professionalism in Service - True professionalism in the airline industry involves executing tasks within the framework of established rules, ensuring that passengers understand that their treatment is based on clear policies rather than individual whims [28][30]. - The article advocates for maintaining standards and clarity in service delivery to prevent future complications for airline staff and to uphold trust with passengers [24][26].

Core Viewpoint - The introduction of a "minute-level" rainfall intensity measurement system by the East China Air Traffic Management Bureau aims to enhance the operational efficiency of busy airports, particularly in response to the increasing passenger flow and the limitations of traditional hourly standards [1][2][3] Group 1: Rainfall Intensity Measurement System - The new "minute-level" rainfall intensity observation system has been developed to provide precise and scientifically unified standards for rainfall intensity assessment at airports in East China [1] - This system allows for the transition from a vague hourly estimation to a precise minute-level quantification, which is crucial for maximizing flight operations while ensuring safety [1][2] Group 2: Technological Integration - The East China Air Traffic Management Bureau has integrated various detection devices, including raindrop spectrometers and phased array radars, to create a comprehensive monitoring network that captures real-time rainfall data at airport runways [2] - This integrated monitoring network has been implemented in collaboration with 37 airports and 8 airlines, enhancing the accuracy of rainfall intensity assessments [2] Group 3: Operational Efficiency - The new system enables seamless data flow, allowing for real-time weather information to be processed and delivered to operational staff within 60 seconds, thereby optimizing flight takeoff and landing plans [2] - The refined meteorological services support runway condition assessments and promote the integration of meteorological data with operational decision-making, significantly improving airport operational efficiency [2][3]

证券研究报告 点评报告 2025 年 7 月 9 日 晨会纪要 第一创业证券研究所 核[心Ta观bl点e_：Summary] 一、先进制造组： 作为通用汽车和特斯拉的电动汽车电池供应商，韩国电池制造商 LG 新能源于 7 月 7 日公布了其今年第二季度营业利润预期。LG 新能源预计，今年第二季度，尽管全球 电动汽车销售整体放缓，导致该公司营收将从去年同期的 6.16 万亿韩元（约合 45.06 亿美元）下降 9.7%至 5.56 万亿韩元，但其营业利润仍将同比飙升 152%至 4,922 亿 韩元，将远远高于去年同期的 1,953 亿韩元。 分析师：刘笑瑜 不过，值得注意的是，LG 新能源持续受益于美国《通胀削减法案》的先进制造生产 税收抵免（AMPC）政策。今年第二季度，LG 新能源通过 AMPC 获得的税收优惠总额 达 4,908 亿韩元。若排除这部分税收抵免优惠，该公司的营业利润仅为 14 亿韩元。 7 月 1 日，美国国会通过的《大而美法案》，7 月 4 日签署生效。其核心内容在于， 提前终止 IRA 下的部分关键清洁能源补贴，并大幅收紧对"受关注外国实体"的限 制。补贴的调整对于日韩电池企业影响远大 ...

Core Viewpoint - The article highlights the challenges faced by the aviation industry in Shaanxi due to extreme weather conditions, particularly high temperatures and severe thunderstorms, and the proactive measures taken by Xi'an Xianyang International Airport to enhance emergency response capabilities during the peak summer travel season [1][2]. Group 1: Weather Challenges - The Shaanxi region is experiencing complex and variable weather, with maximum temperatures exceeding 40°C, occurring 19 days earlier than usual [1]. - There is uneven distribution of rainfall and an increase in severe convective weather, posing significant challenges to aviation safety [1]. Group 2: Emergency Response Measures - Xi'an Xianyang Airport conducted a comprehensive tabletop exercise to prepare for the impacts of thunderstorms and heavy rainfall, covering key emergency response phases such as information assessment, plan activation, on-site management, and post-event review [1]. - The exercise simulated extreme weather scenarios, testing the airport's collaborative operational capabilities, with effective communication and resource allocation observed among participating units [1]. Group 3: Post-Exercise Review and Future Plans - Following the exercise, the Civil Aviation Northwest Regional Administration praised its necessity and timeliness, emphasizing the need for enhanced passenger service measures during extreme weather [2]. - The airport plans to improve its emergency response framework, strengthen collaboration with meteorological departments for better weather forecasting, and ensure the maintenance of facilities to operate effectively during adverse weather conditions [2].

《标准线路施工》填补国内民航业线路标准施工虚实仿真教具空白 《中国民航报》、中国民航网 记者田以丹 通讯员吴敏莎 报道：为进一步提高教学实效，培养更符合生 产一线需求的高素质维修人员，北京飞机维修工程有限公司（Ameco）航空技术培训部自主设计研发的 五款新型教具，近期在成都举办的一场机务维修技能选拔赛中首次亮相。这些融合创新理念的教具不仅 成为赛场上与选手一起荣耀的"显眼包"，更以其高度模拟实战的训练功能，标志着Ameco在机务维修技 能培训领域取得技术突破。 针对现有传统教具大多只能单纯进行技能练习，已无法满足维修人员实战能力训练需求的现状，Ameco 航空技术培训部于2025年初，组建了由资深技术教员陈潞为组长，分部经理汪天京、高级教员唐浩然等 为组员的9人研发小组，致力于新型教具的设计研发制作工作。 研发小组深入Ameco飞机大修、航线维护、附件、起落架大修一线，走访技术员、排故工程师共80余人 次，从维修细节、排故技巧到工具使用情况，深入了解最新需求，在此基础上，确立了以波音、空客机 型为主的"模块化、标准化、智能化"的教具设计理念。经过四个多月的攻坚克难，《标准线路施工实训 台架》《FCV活门拆装 ...

Core Insights - The national railway transported a total of 78.452 million tons of goods last week, reflecting a week-on-week decrease of 3.18% [1] - The total number of freight vehicles on national highways reached 52.977 million, showing a week-on-week decline of 2.42% [1] - Port cargo throughput amounted to 259.88 million tons, down 5.28% compared to the previous week, while container throughput decreased by 2.14% to 6.53 million TEUs [1] - Civil aviation supported a total of 133,000 flights, including 5,105 cargo flights, marking a week-on-week increase of 5.01% [1] - The postal and express delivery sector recorded approximately 3.742 billion items collected, a slight decrease of 0.35%, and about 3.711 billion items delivered, down 1.96% week-on-week [1]

阵地熔铸使命 护航枢纽高地 "一座机场就是一个阵地，一座新枢纽就是一个新高地。"兰州中川国际机场作为服务国家"一带一路"倡 议、支撑甘肃开放发展的"前沿阵地"和"关键桥头堡"，其安全高效运行责任重大。全体党员必须坚决扛 起守护枢纽安全、保障枢纽高效、提升枢纽品质的重任，将"阵地意识"融入血脉，从空中到机坪，从地 服到安检，从边防到空管，以最高标准、最严要求、最实举措，护航新枢纽，建功新时代。 "我志愿加入中国共产党……"铿锵誓言响彻会场，全体党员面向鲜红党旗，重温入党誓词——在中国共 产党成立104周年之际，6月30日，甘肃省民航机场集团党委携手民航甘肃空管分局、甘肃省公安厅机场 公安局、兰州中川机场海关、兰州出入境边防检查站、中国东方航空甘肃分公司及相关航空公司、国铁 兰州局、中航油甘肃分公司等运营保障单位党组织，联合开展"举旗砺作风 护航新枢纽"主题党日活 动，在重温党史中凝聚共识、汲取力量，为甘肃民航高质量发展凝聚奋进合力。 活动秉持"同一面旗帜，同一个机场"的理念，深入贯彻党的二十大及二十届三中全会精神，在思想上立 标杆、在行动上当先锋。 同擎一面红旗 共守一片蓝天 当前，兰州中川国际机场三期全面融入 ...

为进一步深化价格改革，加大简政放权力度，结合海南省机场行李打包及寄存服务经营情况和其他省市 均放开机场延伸服务收费的实际，拟放开民航机场行李打包及寄存服务收费，实行市场调节价。现公开 征求社会意见。(海南省发展和改革委员会) ...

Core Viewpoint - The report emphasizes the importance of maintaining a strict work style and a strong sense of mission to promote high-quality development in the civil aviation sector in Southwest China, aligning with the spirit of the Central Eight Regulations [4][5]. Group 1: Leadership and Accountability - The leadership is urged to take the lead in correcting the "Four Winds" and to create a "head goose effect" by adhering to strict regulations and enhancing accountability [4]. - The Southwest Bureau has made significant progress in improving work style through responsibility enforcement, leadership by example, targeted treatment, system establishment, and strengthened supervision [4]. Group 2: Continuous Improvement and Challenges - The report acknowledges that work style construction is an ongoing process that requires continuous resolution of issues related to ideological understanding and system execution [4][5]. - It highlights that a good work style is essential for ensuring safe operations, enhancing service quality, improving regulatory efficiency, and maintaining integrity, while a lax work style poses significant risks to high-quality development [4]. Group 3: Future Directions - The course outlines plans for deepening work style construction, including strengthening theoretical education, ensuring thorough rectification, and establishing long-term mechanisms for continuous improvement [5]. - It calls on all party members and cadres to remember that work style construction is a continuous journey, aiming to support the high-quality development of Southwest civil aviation and contribute to building a strong transportation nation [5].