（甘肃机场集团供图） 《中国民航报》、中国民航网 记者路泞 报道：今年以来，随着大政方针与全球经济所向，我国西北民 航业借势加速腾飞，航空货运正以其高效、便捷、联通全球的独特优势，成为区域经济发展的 "新引 擎"。值得注意的是，甘肃民航物流业紧扣"内通外联、双向开放"发展战略，通过强化运力供给、织密 物流网络、升级智慧设施，持续释放货运潜能，为甘肃外贸高质量发展注入强劲动能，让千年丝路空港 焕发全新活力。 随着甘肃民航中转体系的持续完善、国际航线网络的进一步拓展，以及智慧物流技术的深度应用，甘肃 民航物流将进一步巩固区域航空物流枢纽地位，不仅能更好地服务甘肃外贸企业 "走出去" 和 "引进 来"，还将辐射西北周边省份，成为连接国内国际双循环的重要节点，让丝路空港真正成为推动西北经 济高质量发展的新引擎。（编辑：金杰妮 校对：李海燕 审核：韩磊） 从国内物流布局来看，甘肃民航物流正构建"全域覆盖、高效直达"的货运网络。甘肃省民航航空物流公 司主动联动国内主流航空公司，精准对接市场需求，争取到更具竞争力的运价政策，同时科学优化舱位 配置，确保货运资源高效利用。在此基础上，公司进一步深化多式联运业务，大力推进经兰进 ...

Core Points - Lenovo Holdings, a major shareholder of Eastern Airlines Logistics, has released 80,800,000 shares from pledge, resulting in a total pledged share count of 0 [1] - Lenovo Holdings holds a total of 179,254,133 shares in Eastern Airlines Logistics, representing 11.29% of the company's total equity [1] - The company will fulfill disclosure obligations in accordance with relevant laws and regulations if there are any future pledge plans [1]

Core Insights - The Aviation Cargo Logistics Development (China) Forum 2025 was held in Shanghai, focusing on new patterns and trends in air cargo logistics, under the theme "Innovation, Resilience, Sustainability - Co-creating a New Pattern for Air Cargo" [1] - The forum attracted over 200 industry representatives from various sectors, including airlines, airports, ground service companies, logistics providers, and technology suppliers [1] Group 1: Industry Trends - In the first half of this year, China's air cargo transport volume reached 4.784 million tons, with e-commerce and high-end manufacturing being significant drivers of this growth [3] - Over 60% of the cargo sources in China's air logistics market come from cross-border e-commerce, which has significantly boosted international air freight [3] - The international air cargo transport volume accounted for 42.6% of the total, an increase of 10 percentage points compared to the same period in 2019 [3] Group 2: Challenges and Recommendations - Industry representatives highlighted the challenges posed by the increasing dependence on major platforms for cargo sources, which threatens the independence of logistics companies [3] - Uncertainties in the international environment are creating severe challenges for the stability of air logistics networks and supply chain security [3] - Recommendations include enhancing end-to-end service capabilities to meet integrated e-commerce demands and establishing clear market positioning to strengthen brand recognition [3] Group 3: Infrastructure and Digitalization - The second day of the forum focused on the construction of air cargo hubs and the impact of digitalization on air logistics [5] - Discussions emphasized the strategic operation of air cargo hubs, with representatives suggesting that airlines should choose suitable secondary airports based on their development needs [5] - For instance, Shandong Airlines is developing routes from Qingdao to Japan and South Korea, leveraging stable trade relationships despite lower cargo supply capabilities compared to major hubs [5]

Core Viewpoint - The company, China International Cargo Airlines Co., Ltd., has shown significant growth in revenue and net profit, indicating a strong performance in the air cargo logistics sector [2]. Financing Summary - On September 18, the company recorded a financing buy amount of 38.66 million yuan, with a net financing purchase of 14.09 million yuan after repayments [1]. - The current financing balance stands at 264 million yuan, accounting for 4.60% of the circulating market value [2]. - The company also saw a short selling activity with 5,900 shares repaid and 1,600 shares sold, amounting to 10,700 yuan at the closing price [2]. Business Overview - The company was established on November 14, 2003, and is located in Shunyi District, Beijing. It specializes in air cargo services, air cargo station services, and comprehensive logistics solutions [2]. - The revenue composition is as follows: air cargo services 71.01%, comprehensive logistics solutions 22.65%, air cargo station services 5.95%, and others 0.39% [2]. Financial Performance - For the period from January to June 2025, the company achieved a revenue of 10.935 billion yuan, representing a year-on-year growth of 21.92%. The net profit attributable to shareholders was 1.240 billion yuan, reflecting an impressive growth of 86.15% [2]. Shareholder Information - As of June 30, 2025, the company had 164,100 shareholders, a decrease of 19.93% from the previous period, with an average of 5,232 circulating shares per person, an increase of 27.85% [2]. - The company has distributed a total of 794 million yuan in dividends since its A-share listing [3]. Institutional Holdings - The top circulating shareholders include Huatai-PB CSI 300 ETF, E Fund CSI 300 ETF, and Hong Kong Central Clearing Limited, with significant new holdings reported [3].

Core Viewpoint - The company is actively advancing its "14th Five-Year Plan" in alignment with national and group strategies, focusing on enhancing international air cargo capacity and maintaining supply chain stability while reducing logistics costs [1] Group 1: Strategic Development - The company aims to become a comprehensive air logistics service provider, leveraging its role in the supply chain and industry [1] - The company plans to optimize its strategic market and resource allocation to enhance industry competitiveness and improve capital operation efficiency [1] Group 2: Regional Focus - The company is conducting in-depth research on regional economic development characteristics and air logistics industry demands, particularly in key areas such as the Yangtze River Delta, Guangdong-Hong Kong-Macao Greater Bay Area, Chengdu-Chongqing, and Beijing-Tianjin-Hebei [1] - The company intends to adjust its resource allocation and route network to meet diverse customer needs, moving away from a single operational focus at Shanghai Pudong [1] Group 3: Long-term Strategy - The company will focus on deepening its presence in the East China market, expanding in South China, and nurturing the Southwest market through differentiated positioning and network collaboration [1]

Core Viewpoint - The third "1+N" Airport Cargo Development Roundtable Conference was held in Urumqi, focusing on promoting industry coupling, leveraging smart engines, and reshaping new dynamics for cost reduction and efficiency enhancement in logistics [1][3]. Group 1: Conference Overview - The conference gathered key players from 33 airport cargo units, 12 airlines, and 19 logistics companies to discuss collaborative strategies for the aviation logistics sector [1]. - The theme of the conference emphasized transitioning from "point breakthroughs" to "ecological co-construction" in the industry [1]. Group 2: Strategic Insights - The chairman of the Xinjiang Airport Group highlighted Xinjiang's unique geographical advantages as a core area of the "Belt and Road" initiative, aiming to integrate national airport cargo resources with local advantages [3]. - The conference focused on three dimensions: industry coupling, smart engines, and cost reduction and efficiency enhancement, with industry representatives sharing insights on current trends and challenges [5]. Group 3: Collaborative Efforts - Discussions centered on accelerating technological innovation in aviation logistics and enhancing transfer service capabilities to support multimodal transport development [8]. - A signing ceremony concluded the conference, with agreements made between Xinjiang Tianyi International Logistics Co., Ltd. and other logistics entities, as well as a joint declaration signed by 28 participating airports [8].

Core Viewpoint - The opening of the "Luxembourg-Jinan-Nottingham" international cargo route by Atlas Air marks a significant expansion of Jinan Airport's international air freight capabilities, enhancing its role as a regional logistics hub [1] Group 1: Route Details - The new route is operated by Atlas Air using a B777F freighter, which has a maximum capacity of 100 tons [1] - Incoming cargo primarily consists of salmon and auto parts from Luxembourg, while outgoing cargo mainly includes e-commerce goods heading to Nottingham [1] Group 2: Strategic Importance - This route is the third international flight operating under fifth freedom rights at Jinan Airport, further developing the air logistics channel between Jinan and Europe [1] - The recent addition of this route, along with others to Tokyo and Bangkok, enhances Jinan Airport's connectivity and strengthens its position as a key logistics platform for cross-border trade in Shandong and the East China region [1]

Group 1 - Xinjiang has been actively promoting the construction of the "Belt and Road" core area since the 18th National Congress of the Communist Party, integrating its regional opening strategy into the national westward opening layout [1] - The Horgos trade city has seen a surge in cross-border e-commerce, with 45 enterprises and 8 overseas operation centers established in a 4 square kilometer bonded area [3] - The daily traffic at Horgos port has increased significantly, with 1,800 vehicles and 27 China-Europe freight trains passing through daily, marking a 1.7 times increase in annual cargo volume since the region's integration into the "Belt and Road" initiative [5] Group 2 - The capacity for rail transport has expanded dramatically, with the number of China-Europe (Central Asia) freight trains increasing from 78 in 2013 to 16,800 by 2024 [7] - Air cargo routes have also proliferated, with the number of international freight routes rising from 4 in 2012 to 27 [9] - Since the establishment of the Xinjiang Free Trade Zone, 129 high-level open reform pilot tasks have been initiated, with over 90 already implemented [13] Group 3 - The introduction of bonded aviation fuel business in the Free Trade Zone has significantly reduced transportation costs, leading to a tenfold increase in freight volume for companies operating in the region [11] - Xinjiang's import and export trade volume has grown from 158.9 billion to 434.1 billion yuan since 2012, with the number of trading partners increasing from 193 to 223 [13]

Core Viewpoint - Southern Airlines Logistics has signed a memorandum of cooperation with Victoria Seafood Pty Ltd to expand fresh seafood air trade between China and Australia, starting with the import of Australian lobsters [1][2]. Group 1: Partnership and Cooperation - The partnership aims to enhance the export of Australian specialties, particularly lobsters, to China, with plans to increase the scale of imports [2]. - Southern Airlines Logistics will also seek to collaborate with other high-quality Australian suppliers to promote a wider range of fresh products, including salmon, cherries, wine, beef, and dairy products in the Chinese market [2][3]. Group 2: Market Demand and Growth - The demand for imported lobsters in China is increasing, especially after Australia lifted its lobster export restrictions in December 2024, with Southern Airlines Logistics reporting a year-on-year increase of over 280% in lobster imports [2]. - In 2024, Southern Airlines Logistics transported over 30,000 tons of goods on the China-Australia route, supporting multi-sector cooperation between the two countries [3]. Group 3: Logistics and Infrastructure - Southern Airlines Logistics is enhancing its air route network to facilitate the efficient transport of Australian fresh products to China, addressing the challenges of cross-border fresh transportation [3][4]. - The company aims to leverage Guangzhou as a primary entry point and utilize Shanghai's international hub capabilities to provide flexible flight arrangements for transporting Australian seafood and agricultural products [3].

Core Viewpoint - The logistics company has successfully completed the first phase of transportation support for the river crab season, marking a strong start for its strategic transformation from a support-oriented to a business-oriented model by 2025 [1][2][3] Group 1: Market Development - The logistics company proactively entered the river crab market by sending a leadership team to the core production area in Panjin at the end of July, establishing a foundation for cooperation during the peak transportation season [2] - The company has implemented a dual-track strategy of "marketing + support" to enhance its service brand during the river crab peak season [3] Group 2: Capacity Enhancement - To address capacity constraints, the logistics company successfully coordinated with China Southern Airlines to increase the frequency of A330 wide-body aircraft on the Shenyang-Guangzhou route from 1 flight per week to 3 flights on specific days, increasing weekly cargo capacity by 40-50 tons [2] - The logistics company has made early preparations and developed specialized support plans to ensure efficient operations during the peak season [2] Group 3: Operational Execution - The logistics company faced challenges such as concentrated crab storage and high cargo volume but managed to complete transportation support efficiently, earning recognition from customers and airlines [2] - The leadership emphasized the importance of collaboration and dynamic adjustments in on-site processes to enhance operational efficiency and demonstrate confidence in the strategic transformation [2][3]