5月1日，中邮保险发布消息称，4月29日，该公司通过协议转让方式受让东方航空物流股份有限公司股 份7942.01万股，占东航物流全部发行股份5%，触发A股举牌。 今年以来，险资举牌动作频频。据中国证券报记者不完全统计，截至5月1日，今年已有中邮保险、中国 人寿、瑞众人寿、长城人寿、平安人寿、阳光人寿、新华保险等在内的多家保险公司举牌，举牌次数达 到13次。 中邮保险举牌东航物流 根据东航物流4月30日晚间发布的公告，东航物流持股5%以上的股东珠海普东股权投资有限公司与中邮 保险签署了股份转让协议书，珠海普东拟将其持有的公司7942.01万股股份(占公司总股本的5%)转让给 中邮保险，每股转让价格为10.944元，股份转让总价款为8.69亿元。 本次协议转让前珠海普东持有东航物流7942.01万股股份。本次协议转让后，珠海普东不再持有东航物 流股份。中邮保险持有东航物流7942.01万股股份，占公司总股本的5%。 公告显示，中邮保险本次协议受让的资金来源为中邮人寿保险股份有限公司—传统保险产品。中邮保险 承诺自完成过户登记之日起18个月内，不以任何方式减持通过本次交易取得的东航物流股份。 (责任编辑：孟茜云) ...

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：601156 证券简称：东航物流 公告编号：临2025-013 东方航空物流股份有限公司 关于股东协议转让股份暨权益变动的提示性公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性承担法律责任。 重要内容提示： ● 2025年4月29日，东方航空物流股份有限公司（以下简称"公司"、"标的公司"、"东航物流"）持股5% 以上的股东珠海普东股权投资有限公司（以下简称"珠海普东"）与中邮人寿保险股份有限公司（以下简 称"中邮保险"）签署了股份转让协议书，珠海普东拟将其持有的公司79,420,100股股份（占公司总股本 的5.00%）转让给中邮保险，每股转让价格为10.944元，股份转让总价款为869,173,574.40元。 ● 本次协议转让前珠海普东持有公司79,420,100股股份，占公司总股本的5.00%。本次协议转让后，珠海 普东不再持有公司股份；中邮保险持有公司79,420,100股股份，占公司总股本的5.00%。 ● 中邮保险承诺自完成过户登记之日起18个月内，不以任何方式减 ...

Core Insights - The article highlights the professional growth of Chen Yao, a young employee in the air cargo logistics sector at Eastern Airlines Logistics, who has become a key figure in hazardous materials management and was awarded the title of "2025 New Era Youth Pioneer" by the Central Committee of the Communist Youth League of China [1] Group 1: Professional Development - Chen Yao graduated from China Civil Aviation University in 2023 and joined Eastern Airlines Logistics the same year, facing challenges with the extensive "Dangerous Goods Regulations" manual [2] - She adopted a "beginner's mindset," systematically studying regulations and participating in training sessions, earning certifications in IATA Dangerous Goods Regulations and Live Animals Regulations [2] - Within a year, she independently completed over 100 legal self-inspection items and participated in more than 30 inspections, identifying and rectifying over 20 safety hazards, establishing herself as a "safety guardian" in her team [2] Group 2: Industry Challenges and Contributions - In 2024, with the booming cross-border e-commerce sector, Chen Yao took the initiative to develop efficient transportation solutions for various e-commerce products, addressing the complexities of logistics processes [3] - Eastern Airlines launched the first national cargo handler skills competition in July 2024, which Chen Yao viewed as an opportunity for self-assessment and industry learning, ultimately earning recognition as a top performer [3] - Her journey reflects a shift from "passive execution" to "active planning," embodying the spirit of the May Fourth Movement among contemporary youth [3]

中新网珠海4月28日电 (记者邓媛雯)珠港澳三地"跨境电商+航空物流"供需对接会28日下午在珠海举办， 现场达成意向订单约20亿元，推动国内优质生产性服务业企业在珠海落地集聚。 珠港澳三地"跨境电商+航空物流"供需对接会现场。李嘉伦摄 当天，港澳国际机场、物流行业协会及航空货代企业代表，以及阿里国际数字商业集团、速卖通、菜 鸟、圆通、UPS等一批国内外跨境电商、物流龙头企业和货源方齐聚一堂，共同探讨"空陆联运+数字贸 易"融合发展的新路径、新方向、新机遇，并开展业务推介和供需精准对接，奏响珠海加快推动生产性 服务业高质量发展的嘹亮号角。 据了解，近年来，珠海市利用香港机管局入股珠海机场契机，不断深化珠港机场航空货运合作；主动对 接澳门机场专营公司，推动更多珠澳机场航空货运资源共享；大力发展"经珠港飞""经珠澳飞"货运模 式，建立完善珠港澳机场"优势互补、协同发展"的合作机制。 自2018年获批成为全国跨境电商综试区以来，珠海跨境电商产业实现跨越式发展，进出口规模6年增长 194倍。2024年，珠海跨境电商进出口330亿元，同比增长16.9%，增速居珠三角九市第一。依托横琴粤 澳深度合作区跨境电商创新产业园，探 ...

Group 1 - The Hong Kong government is actively enhancing cooperation with Guangdong and Macau to strengthen rule alignment and mechanism connectivity in the Greater Bay Area, covering various sectors such as legal services, professional qualification recognition, and cross-border healthcare collaboration [1][2] - The Greater Bay Area development is seen as a key driver for Hong Kong's integration into the national development strategy, providing significant opportunities for various sectors while contributing to the high-quality development of the region [1][2] Group 2 - The establishment of the "Hong Kong International Airport Logistics Park" in Dongguan exemplifies innovative arrangements for seamless air cargo transport, significantly improving efficiency and enhancing Hong Kong's role as an air cargo hub [2] - The expansion of "Hong Kong-funded Hong Kong law" and "Hong Kong-funded arbitration" to more mainland cities reflects the central government's support for Hong Kong as an international legal and dispute resolution center, optimizing the business environment in the Greater Bay Area [3] Group 3 - The "Cross-Border Wealth Management Connect" initiative, launched in September 2021, has facilitated financial market connectivity between the mainland and Hong Kong/Macau, with over 145,000 individual investors participating and cross-border fund transfers exceeding 105.6 billion RMB by February 2025 [3] - The Hong Kong government is promoting cross-border data flow, with measures implemented in various industries to enhance the efficient circulation of production factors and improve the business environment [4] Group 4 - The ongoing collaboration between Hong Kong, Guangdong, and Macau is expected to lead to more innovative projects and deeper market integration, positioning the Greater Bay Area as a key reform and innovation base for the country [4]

Core Insights - The establishment of Shanghai's first aviation pre-cargo station in the Songjiang Comprehensive Bonded Zone is expected to enhance customs clearance efficiency by 30% and reduce logistics costs by 15% [1][2] - The project aims to create a high-speed air transport trade channel, facilitating the integration of industrial districts like Songjiang, Fengxian, and Qingpu into the global supply chain [1] Group 1 - The aviation pre-cargo station is described as a "satellite station" to airport cargo stations, allowing import and export companies to complete all customs inspections and clearance procedures before arriving at the airport, thus reducing logistics costs and improving service efficiency [1] - The station is located at No. 120 Rongjiang Road, with an initial regulatory area of 6,000 square meters, enabling efficient coordination between the bonded zone and the airport operations [1][2] - The project will significantly compress turnover time and lower operational costs by allowing export goods to undergo inspections and packaging in Songjiang, with direct release by Songjiang Customs [1] Group 2 - The Songjiang aviation pre-cargo station pioneers a "district-port linkage" model, integrating port channel hub functions with bonded warehousing capabilities [2] - The station is expected to optimize the logistics chain and enhance the operational efficiency of cross-border e-commerce and emerging industries, supporting trade facilitation and innovative international trade models like "Silk Road E-commerce" [2] - Future plans include focusing on attracting industries such as cross-border e-commerce, biomedicine, and high-end equipment, while exploring high-value-added services like international transshipment and cold chain logistics [2]

Core Viewpoint - The launch of the all-cargo flower flight from Heze to Ezhou by SF Airlines significantly enhances the logistics capabilities for Heze's peony flower industry, reducing transportation time and increasing market competitiveness [2][4] Group 1: Flight and Logistics Details - The new flight reduces the transportation time for fresh-cut peonies to under 1.5 hours, leveraging the hub function of the Ezhou cargo airport [2] - The flight, operated by a Boeing 737, has a maximum payload of approximately 14 tons and is scheduled to run 7 times a week [4] - The customized transportation plan includes a "temperature-controlled cargo hold" and priority transfer services, facilitating rapid access to domestic and international markets for Heze's peonies [4] Group 2: Economic Impact - The new service is expected to increase the income of local flower farmers by over 100 million yuan annually, extending the blooming period of peonies by 30% [2] - Heze is the largest peony cultivation base in China, with over 600 varieties and more than 50,000 acres dedicated to fresh-cut flower production, accounting for over 60% of the national sales [4] Group 3: Strategic Development - The launch of the flight marks a significant step in providing better and more convenient air services for local enterprises, contributing to the development of aviation logistics tailored to local industries [4] - Heze Airport aims to strengthen cooperation with various parties to enhance infrastructure and ensure stable and efficient flight operations, supporting the construction of a strong transportation network in Shandong [4]

航空货运三巨头去年业绩表现继续亮眼。 近日，国货航（001391.SZ）、东航物流（601156.SH）陆续发布2024年年报。南方航空（600029.SH）年报中也披露了南航物流的业绩数据。据记 者计算，去年国货航、东航物流、南航物流营收总计超642亿元，归母净利润共计超过88亿元。 受益于国家政策支持，近年来我国航空物流行业处于快速发展的黄金窗口期。我国航空物流市场中，国货航、东航物流、南航物流是三大航空货 运央企巨头，也是主要的市场参与者，业务模式也最为接近。 据悉，国航、东航、南航三大航空央企的货运改革于2017年起相继落地后，便开启上市规划。东航物流（601156.SH）于2021年6月完成A股上 市。国货航于2024年12月30日成功登陆深交所，成为当时A股年内最大规模IPO，预计募资金额近35亿元，上市首日股价大涨超三倍。南航物流的 上市之路起始于2022年，但2025年2月下旬，南方航空发布公告称，基于目前市场环境变化，为统筹安排资本运作规划，经充分沟通及审慎论证 后，南航物流拟撤回上交所主板上市申请文件。 在股东回报方面，年报显示，国货航2024年拟向全体股东每10股派发现金股利0.65元（ ...

Group 1: Company Performance and Financials - In 2024, the company achieved a revenue of CNY 20.584 billion, representing a year-on-year growth of 37.97% [40] - The net profit attributable to shareholders was CNY 1.953 billion, a year-on-year increase of 69.34% [40] - The net profit after deducting non-recurring gains and losses was CNY 1.937 billion, reflecting a growth of 79.29% year-on-year [40] Group 2: Market Trends and Industry Outlook - The aviation logistics industry in China is expected to continue its growth trend, driven by strong demand for air cargo transportation [9] - The company anticipates that the international economic recovery and supportive government policies will further boost air cargo demand [9] - The industry faces challenges such as global trade policy uncertainties and intensified market competition [9] Group 3: Operational Strategies and Innovations - In 2024, the company introduced five new international direct routes to enhance cross-border e-commerce logistics [4] - The company has optimized its fleet structure, increasing cargo capacity by 12.35% year-on-year [12] - The implementation of digital and automated systems has improved operational efficiency and customer service [17] Group 4: Customer Relations and Service Enhancements - The company achieved a customer satisfaction score of 95.96, an increase of 0.37 points year-on-year [7] - New initiatives in customer relationship management have been introduced to enhance customer loyalty [4] - The company is focusing on providing stable capacity solutions to various customer segments [4] Group 5: Environmental and Sustainability Efforts - In 2024, the company saved approximately 4,320 tons of fuel, reducing CO2 emissions by 13,608 tons through energy-saving measures [8] - The company has increased the electrification rate of its cargo stations to 55% and has invested in 462 new energy vehicles [8] - The company is actively promoting the use of sustainable aviation fuel (SAF) and has implemented various energy-saving technologies [8] Group 6: Challenges and Risk Management - The company is closely monitoring changes in U.S. tariff policies and their potential impacts on operations [4] - Strategies to mitigate risks include optimizing capacity layout and enhancing collaboration across business segments [9] - The company is committed to improving its operational resilience to address potential market fluctuations [9]

Core Viewpoint - The company held its annual performance briefing for 2024, highlighting its operational achievements and future strategies, while addressing various investor inquiries regarding growth plans, market challenges, and financial performance. Group 1: Financial Performance - In 2024, the company achieved a revenue of 20.584 billion yuan, representing a year-on-year increase of 37.97% [26] - The net profit attributable to shareholders was 1.953 billion yuan, up 69.34% year-on-year, with a net profit excluding non-recurring gains and losses of 1.937 billion yuan, increasing by 79.29% [26] - The company plans to distribute a cash dividend of 794 million yuan, with a payout ratio of 40.63% [20] Group 2: Operational Strategies - The company is focusing on enhancing its logistics capabilities by expanding its fleet and optimizing route networks to address capacity shortages [2] - In 2024, the company increased its research and development investment to 24.5971 million yuan, focusing on projects like the upgrade of its portal website and AI-based cargo inspection systems [21] - The company is actively exploring new technologies in air cargo, including drone delivery and new cargo handling equipment [19] Group 3: Market Position and Growth - The company reported a 48.16% increase in revenue from its air cargo service segment, driven by strong international export demand and declining oil prices [21] - The company has expanded its international routes, including new direct cargo flights to cities like Riyadh and Budapest, enhancing its market presence [30] - The company holds a 9.19% market share in China's international air cargo market, an increase of 0.90 percentage points from the previous year [42] Group 4: Challenges and Responses - The company is closely monitoring the impact of U.S. tariff policies on its operations, acknowledging the uncertainty these policies bring [62][63] - The company is implementing measures to control costs, particularly in fuel and labor, to mitigate the impact of fluctuating oil prices and market competition [41] - The company recognizes the challenges posed by global trade policy uncertainties and is enhancing its operational resilience through capacity optimization and technological innovation [40] Group 5: Sustainability and Innovation - The company is committed to sustainable practices, having implemented measures that saved approximately 4,320 tons of fuel and reduced CO2 emissions by 13,608 tons in 2024 [50] - The company is actively participating in industry standards development, enhancing its influence within the sector [51] - The company aims to leverage digitalization and automation to improve operational efficiency and customer service [10][26]