Core Viewpoint - SF Airlines successfully completed the cross-border air transport of 10 domestic new energy vehicles to Europe, showcasing its efficient and customized logistics solutions for the export of new energy vehicles [1][4]. Group 1: Logistics and Operations - The air transport of complete vehicles imposes high demands on logistics service providers, which SF Airlines met through meticulous full-process management, offering comprehensive and one-stop logistics solutions [4]. - SF Airlines utilized Boeing 747-400 freighters, which have a main cargo hold height of 3 meters and width of 4.98 meters, with a maximum single-trip capacity of nearly 110 tons, to meet the loading requirements for oversized vehicles [4]. - The vehicles, after packaging, measured 5.3 meters in length, 2.2 meters in width, and 1.9 meters in height, necessitating high cargo hold loading conditions [4]. Group 2: Safety and Compliance - Given the safety requirements for transporting lithium batteries in new energy vehicles, SF Airlines implemented a closed transport mode and customized reinforced wooden box packaging to control transport risks [4]. - The company innovated a "video vehicle inspection + batch declaration" model to enhance customs clearance efficiency, ensuring that dangerous goods identification reports are issued on the same day [4]. Group 3: Strategic Positioning - The project serves as a benchmark case for SF Airlines in the international air transport of new energy vehicles, highlighting the strength of Chinese supply chain companies in supporting high-end manufacturing exports [5]. - As Chinese brands accelerate their global expansion, SF Airlines aims to become a preferred partner for these companies by providing a more efficient and stable cross-border service system [5].

Core Insights - Eastern Airlines Logistics Co., Ltd. reported a revenue of 24.056 billion yuan for 2024, representing a year-on-year growth of 16.66% [2] - The net profit attributable to shareholders reached 2.688 billion yuan, an increase of 8.01% compared to the previous year [2] - The comprehensive logistics solutions business, centered on cross-border e-commerce, saw a significant revenue increase of 36.72%, becoming a key driver of the company's high-quality development [2] Business Performance - The company focused on stabilizing its core business amidst complex international trade conditions and new trends in the logistics industry [2] - The operational efficiency of all-cargo aircraft improved, with daily utilization rising to 13.01 hours and a high load factor of 82.17%, leading the industry [2] - Cross-border e-commerce solutions generated over 5.9 billion yuan in revenue, marking a year-on-year growth of 26.01% [3] Emerging Business Segments - The air cold chain business imported approximately 32,000 tons of fresh products, with the "Flying Fresh" brand effect gradually becoming evident [3] - The company executed 1,865 charter flights for fresh products, a nearly 74% increase year-on-year [3] - Management and sales expenses as a percentage of revenue decreased by 0.2 percentage points, indicating effective cost control [3] Future Outlook - The company plans to continue focusing on its core air logistics business while strengthening its three pillars: cross-border e-commerce logistics, air cold chain, and comprehensive logistics solutions [3] - There is an emphasis on enhancing global service capabilities to advance towards becoming a world-class comprehensive logistics service provider [3]

2、 《 一季度乳制品市场最新洞察 》摘要 1 、 《 "即买即退"推广至全国，离境退税便利升级 》摘要 ■ 尽管乳制品产量同比下降，但奶价开始趋稳，行业逐步进入筑底阶段，市场逐渐活跃，新兴品类逐 步兴起，预示着行业有望走出低谷。 ■ 2025年1-2月乳品进口量和进口额均同比增长，尤其是奶油、奶酪等B端原辅料的进口大幅上升，显 示出烘焙、新茶饮等行业的强劲需求。 ■ 随着奶价趋稳和消费回暖，乳制品市场有望在2025年实现增长，特别是健康、低脂和功能性乳制品 的需求将增加。 ■ B端原辅料的进口增长表明乳制品生产将更加依赖国际供应链，尤其是奶油、奶酪等高端原料的需 求持续上升。 3、 《 航空物流，至暗时刻将至？ 》摘要 ■ 2025年4月2日，美国宣布取消针对来自中国的低价值包裹的免税待遇（即"小包免税"政策），该政 策自5月2日起生效。 ■ 国家税务总局宣布将离境退税"即买即退"服务从试点推广至全国。这一政策意味着境外游客在全国 范围内可在购物时立即获得退税款，并可用于在国内的消费，极大提升了购物体验和便利性。 ■ 此前，"即买即退"服务已在上海、北京、广东、四川、浙江等地进行试点，并在2023年9月15 ...

空港物流+低空经济 广东珠海航空产业发展驶上"快 车道" 除此之外，珠海独具特色的航天航空文化持续升温。在珠海太空中心，集亲子活动、互动体验、展 览展示等展教内容于一体的全新体验，吸引了来自粤港澳大湾区各地游客前来参观。 央视网消息：近日，位于珠海市金湾区的珠海空港国际智慧物流园完成国内货站首次全流程演练， 并将于近期正式运营并全面承接珠海机场航空货运业务。 珠海市金湾区科技和工业信息化局副局长孙颖称："积极发展上下游航空产业链，借助星湾基地这 样的平台优势，筑巢引凤推动低空经济发展，同时充分利用双航展的品牌效应，进一步壮大航空产 业。" 该航空货站正式投入运营后，珠海机场的货运保障能力将由原来的每年5万吨跃升至50万吨。 （文章来源：央视网） 空港物流的枢纽功能是提升航空产业竞争力的重要一环，而低空经济的布局将不断推动航空产业转 型升级，为珠海的航空产业发展开辟了新赛道。 今年初，位于珠海市的星湾国际航空基地完成了无人机飞行空域审批，这里目前拥有的两片面积分 别为28平方公里、300平方公里，使用真高达到1000米的优良空域资源。"空域+跑道"的强强联合，让星 湾基地满足了国内市场90%的无人机测试需求。 ...