根据《战略合作谅解备忘录》，未来一段时间，郑州航空港与泰国东部经济走廊将合作共建"航空+铁路+公路"跨境物流通道，提升双方跨境贸易便利化水 平。 【大河财立方 记者 段伟朵】7月3日，大河财立方记者从郑州航空港获悉，郑州航空港与泰国东部经济走廊于7月2日签署《战略合作谅解备忘录》，双方将 谋划郑州机场—乌塔堡机场货运航线，合作共建"航空+铁路+公路"跨境物流通道，促进电子信息、新能源汽车、生物医药等产业加强合作。 在产业方面，双方将推动先进制造业产业链深度融合，通过产业链分工，为电子信息、电池技术、汽车零部件、新能源、数字经济等领域的企业搭建交流合 作和投资平台。 在深化人文交流方面，双方将以产业需求为牵引，以科技成果转化为纽带，加强人才交流与培养，推动科技成果转化落地，带动人才交流与培养、科技与产 业创新融合发展。 未来，郑州航空港还将以航空大都市研究院为合作交流平台，与泰国东部经济走廊共享互鉴航空大都市规划建设经验，探索临空产业园区开发合作，推动泰 国东部经济走廊以乌塔堡机场为中心打造航空大都市。 泰国东部经济走廊秘书长朱拉·苏克马诺普说："郑州航空港在航空大都市、物流枢纽建设等方面取得了非常了不起的成就 ...

航线的开通不仅优化了全球供应链布局，也为"一带一路"倡议下的区域经济合作注入了新动力。 2025年上半年，面对复杂多变的国际贸易环境，浙江省机场集团航空物流通过拓航线、建枢纽、优服务 等创新举措，推动国际货运实现逆势增长。1—6月，全省机场累计保障货邮吞吐量约52万吨，同比增长 约2.6%。其中，杭州机场国际货量在整体下降4.8%的背景下，凭借改革优势实现3.3%的逆势增长，并 于6月10日率先突破10万吨国际货量大关，成为长三角地区外贸高质量发展的新引擎。 为应对国际贸易格局变化，浙江机场持续完善"72小时全球达"航空货运骨干网，累计运营国际全货 机航线53条，覆盖全球三大洲。"下半年将继续加密欧美航线，探索开辟洲际货运通道，力争全年货运 国际化水平突破30%，为浙江打造'双循环'战略枢纽提供更强支撑。"省机场集团下属空港物流公司总经 理陈忠跃表示。 7月2日凌晨，随着航班号C6622的波音767全货机从杭州萧山国际机场起飞，杭州至塔什干全货机 航线正式开通。这是浙江省首条直达中亚地区的货运航线，也是杭州空港口岸今年新开通的第二条全货 机航线。值得一提的是，在杭州海关、边检等部门支持下，该航线货物通关流程已 ...

Core Viewpoint - FedEx has received the "Pharmaceutical Logistics Independent Validation Excellence Center" certification from IATA for its Asia-Pacific hub at Guangzhou Baiyun International Airport, marking it as the first global logistics company to achieve this certification in both air hub and ground operations [1] Company Summary - FedEx's certification ensures the highest standards in handling and transporting temperature-sensitive healthcare products, such as pharmaceuticals and vaccines, within its air logistics network [1] - The President of FedEx China, Xu Baoyan, emphasized the growing demand for professional logistics services in China's healthcare sector, highlighting the company's unique advantages in providing one-stop global delivery services and intelligent digital solutions [1] - FedEx's data indicates that the Chinese pharmaceutical logistics market is expected to experience significant growth, with a projected compound annual growth rate (CAGR) of 10% to 12% from 2025 to 2030 [1] Industry Summary - In the healthcare and pharmaceutical sectors, air logistics customers require closed-loop temperature control services to ensure product stability and efficacy [1] - FedEx leverages decades of expertise, a robust global transportation network, and customized time-sensitive delivery services to provide tailored solutions for clinical trials, biopharmaceuticals, and vaccine transportation [1] - FedEx operates global life sciences centers located in Incheon (South Korea), Singapore, Tokyo (Japan), Mumbai (India), Memphis (USA), and Veldhoven (Netherlands), with 19 core facilities worldwide adhering to the quality framework of the Pharmaceutical Logistics Independent Validation Excellence Center by May 2025 [1]

Group 1: Electronic Information Manufacturing Industry - The added value of China's electronic information manufacturing industry increased by 11.1% year-on-year in the first five months of 2025, outperforming the overall industrial growth by 4.8 percentage points and high-tech manufacturing growth by 1.6 percentage points [1] - The industry achieved an operating revenue of 6.49 trillion yuan, a year-on-year growth of 9.4%, and a total profit of 216.2 billion yuan, reflecting a year-on-year increase of 11.9% [3] Group 2: Air Cargo Logistics - In the first half of 2025, China opened 117 new international air cargo routes, with a weekly increase of over 233 round-trip flights [6] - The route structure primarily focuses on Asia and Europe, with 54 routes to Asia, 45 to Europe, and 12 to North America [8] Group 3: Light Industry - The added value of China's light industry increased by 7.0% year-on-year in the first five months of 2025, with operating revenue reaching 9.27 trillion yuan [9] - Retail sales of 11 categories of light industrial goods exceeded 3.5 trillion yuan, marking a year-on-year growth of 11.9% [9] - Exports of light industrial goods reached 373.21 billion USD, accounting for one-quarter of the national total exports, indicating resilient foreign trade [11] Group 4: New Quality Productivity - In 2024, the new quality productivity sectors, including digital economy, high-tech industry, and robotics, received a corporate income tax reduction of 1.97 trillion yuan, with total operating revenue growing by 7.1% and total profit by 5.2% [13] Group 5: Film Industry - The box office for Chinese films in the first half of 2025 reached 29.231 billion yuan, a 22.91% increase compared to the same period in 2024, driven by successful releases like "Nezha" [21]

| 指数 | 收盘 | | 涨跌（％） | | | --- | --- | --- | --- | --- | | 名称 | （点） | 1 日 | 5 日 | 1 月 | | 上证指数 | 3458 | 0.39 | 3.29 | 1.09 | | 深证综指 | 2079 | 0.19 | 5.43 | 2.75 | | 风格指数 | 昨日表现 | 1 个月表现 | 6 个月表现 | | --- | --- | --- | --- | | | （％） | （％） | （％） | | 大盘指数 | 0.11 | 2.39 | 0.11 | | 中盘指数 | 0.42 | 5.32 | 0.74 | | 小盘指数 | 0.16 | 5.06 | 6.51 | | 行业涨幅 | 昨日涨 | 1 个月涨 | 6 个月涨 | | 玻璃玻纤 | 5.11 | 9.43 | 10.8 | | 专业连锁Ⅱ | 4.04 | 4.66 | -3.1 | | 化学制药 | 2.96 | 3.75 | 23.64 | | 贵金属 | 2.64 | 6.13 | 39.5 | | 综合Ⅱ | 2.6 | 9.61 | 6.2 | ...

Group 1 - The National Development and Reform Commission has included Harbin's airport-type national logistics hub in the 2025 construction list, marking a significant breakthrough in logistics hub development for Harbin [1] - The hub is expected to play a crucial role in promoting the comprehensive revitalization of Northeast China, deepening China-Russia economic cooperation, and constructing a new development pattern of "dual circulation" [1][3] - The logistics hub will be developed under a model that involves government planning, state-owned enterprise leadership, and collaboration among various stakeholders, forming a "1+10" enterprise alliance [2] Group 2 - The logistics hub covers an area of 2.1774 million square meters and includes nine major areas such as international transfer and cargo handling zones, facilitating complementary functions and regional industrial integration [2] - In 2024, Harbin Taiping International Airport achieved a cargo and mail throughput of 140,700 tons, a year-on-year increase of 7.2%, and opened 16 international cargo routes [2] - The hub is a key node for China’s "China-Mongolia-Russia Economic Corridor," with 93% of Northeast China's cargo and mail throughput to Russia, and a comprehensive logistics network covering 28 countries and regions [3] Group 3 - The hub aims to enhance international air cargo, cross-border e-commerce customs clearance, and international mail exchange functions, creating a "tri-hub" system with land and air logistics [3] - The construction of the logistics hub is part of a broader strategy to improve infrastructure and transportation systems in the airport economic zone, aiming for a cargo throughput of over 240,000 tons within 3 to 5 years [4] - Harbin is set to leverage the hub's economic impact to promote industrial transformation, optimize urban functions, and deepen opening-up efforts, supporting the establishment of an international logistics center in Northeast Asia [4]

上 市 公 司 | | 2024 | 2025Q1 | 2025E | 2026E | 2027E | | --- | --- | --- | --- | --- | --- | | 营业总收入（百万元） | 24,056 | 5,486 | 24,544 | 27,469 | 30,050 | | 同比增长率（%） | 16.7 | 5.0 | 2.0 | 11.9 | 9.4 | | 归母净利润（百万元） | 2,688 | 545 | 2,120 | 2,687 | 3,175 | | 同比增长率（%） | 8.0 | -7.4 | -21.1 | 26.7 | 18.2 | | 每股收益（元/股） | 1.69 | 0.34 | 1.34 | 1.69 | 2.00 | | 毛利率（%） | 19.4 | 17.5 | 16.4 | 18.0 | 19.1 | | ROE（%） | 15.3 | 3.0 | 10.8 | 12.0 | 12.5 | | 市盈率 | 8 | | 10 | 8 | 7 | 注： "净资产收益率"是指摊薄后归属于母公司所有者的 ROE 交通运输 2025 年 06 月 28 ...

Core Viewpoint - The successful launch of the "Lanzhou-Moscow" international cargo route by Gansu Civil Aviation Logistics Company marks a significant step in enhancing air freight connectivity between Western China and Eastern Europe, establishing a new "air silk road" [2][3] Group 1: Route Launch Details - The "Lanzhou-Moscow" cargo route was inaugurated on June 26, with a TU-204 cargo aircraft landing at Lanzhou Zhongchuan International Airport [2] - The inaugural flight is set to carry 27 tons of goods and will depart for Moscow on June 27, with plans for 2 to 3 flights per week for regular operations [2] Group 2: Strategic Importance - The launch of this route is seen as a strategic opportunity for Gansu Civil Aviation Logistics Company to leverage the historical moment of the new terminal's operation at Lanzhou Airport [3] - The route aims to significantly improve cargo transport efficiency between Northwest China and Russia, contributing to a more stable, rapid, and efficient air logistics service system [2] Group 3: Future Plans and Market Focus - The company plans to optimize route layouts and refine service measures to enhance the air cargo hub's influence and support trade with countries involved in the "Belt and Road" initiative [3] - There is a focus on boosting cross-border e-commerce and cold chain logistics, aiming to create new trade channels with Russia and Central Asia [3]

兰州—莫斯科货运航线的顺利开通，是甘肃省民航物流公司把握时代机遇、积极作为的生动体现。在兰 州机场三期投运这一节点，公司充分发挥自身区位优势，主动融入"一带一路"建设的伟大战略。作为助 力搭建甘肃省对俄航空货运"黄金通道"的关键一步，该航线的开通意义非凡。它大幅提升了西北地区与 俄罗斯及周边国家的货物运输时效，以往通过其他运输方式需要较长时间才能抵达的货物，如今通过这 条航线，能够以更快的速度送达目的地。同时，该航线的开通也有助于构建更加稳定、快速、高效的航 空物流服务体系，为企业的货物运输提供了更可靠的保障。 甘肃省民航物流公司相关负责人表示，未来公司将持续紧贴市场脉搏，根据市场需求不断优化航线布 局。公司将严格践行"八享"服务承诺，从货物收运、仓储管理到运输配送等各个环节，细化服务举措， 确保为客户提供优质、高效的物流服务。在业务拓展方面，公司将持续推进跨境电商、冷链物流等新兴 业务的发展。通过加强与国内外企业的合作，积极构建与俄罗斯、中西亚地区间的贸易新通道。这一系 列举措将全面提升兰州机场航空货运枢纽的辐射带动能力，吸引更多的货物在兰州集散中转，为甘肃省 外向型经济发展注入强劲的新动能。 随着兰州—莫 ...

【大河财立方 记者 段伟朵 文图】郑州航空港作为我省经济发展的重要引擎，一直致力于打造良好的营商环境，吸引各类投资，助力区域商贸产业发展。 6月26日，河南郑州航空港推介优质商贸产业项目发布会在郑州航空港区举行。大河财立方记者现场获悉，2024年，全区商贸产业项目签约37个，签约额163 亿元。本次发布的项目共28个，分布在6大片区，涵盖多种商业类型。其中，商业项目14个、商业地块14个。 郑州航空港 开创我国航空经济发展新范式 发布会现场，郑州航空港经济综合实验区党工委委员、管委会副主任魏学彬作主发布。他介绍，航空港区是全国唯一一个由国务院批复的国家级航空港经济 发展先行区，地处郑州、开封、许昌三市交界的"黄金"地带，管辖面积747平方公里，在国内大循环中具有承东启西、连南贯北的重要地位。自2013年获批 以来，已成为内陆地区对外开放重要门户枢纽、中原经济区高质量发展新引擎、河南省融入全球循环、联通国内国际双循环的先导平台，开创了我国航空经 济发展的新范式。 多年来，郑州航空港综合实力快速提升，核心增长极和辐射带动作用不断彰显。2024年航空港区地区生产总值完成1375.6亿元，是2012年的6.7倍。固定 ...