《中国民航报》、中国民航网 记者路泞 报道：随着夏季水果市场迎来销售旺季，航空货运需求持续攀 升。6月10日，西北货航正式宣布开通广州—北京、广州—上海两条包机航线，以高效物流网络为荔 枝、樱桃等时令鲜果搭建空中运输通道。此次新航线均采用B757-200型全货机执飞，单班最大载量达28 吨，计划每周执行5班，可满足两地商超、生鲜电商对高品质水果的紧急配送需求。 这一举措不仅体现了西北货航对市场需求的快速响应，也彰显了其在提升运营效率和服务能力上的显著 成果,充分展示了公司高效的运营能力和对市场变化的敏锐洞察力，为保障生鲜农产品的快速运输提供 了有力支持。 今年以来，西北货航积极拓展包机业务，已开通4条包机航线，逐步从定期航线向灵活包机业务延伸， 有效提升了飞机利用效能，进一步优化了其航线网络布局。西北货航的近期规划中，西安—广州航线即 将启航。该航线将连接西北樱桃与岭南荔枝产区，打造"甜蜜快线"，满足华南与西北消费者对生鲜产品 的需求，进一步强化区域农产品流通，促进农业产业的跨区域合作与发展。 新开通的航线将对物流与贸易产生积极影响。在生鲜物流方面，大幅缩短了高附加值农产品的运输时 间，降低了损耗率，有力推动 ...

Core Viewpoint - The 2025 IATA North Asia CARGO DAY and Guangzhou International Air Cargo Hub High-Quality Development Conference was held in Guangzhou, focusing on building an efficient, low-cost, and competitive international logistics center [1][4]. Group 1: Event Overview - The conference was co-hosted by IATA North Asia and Guangdong Airport Management Group, attracting industry leaders from various countries to discuss air cargo hub development [1][4]. - This marks the third consecutive year Guangzhou has hosted an international summit in the air cargo sector [4]. Group 2: Industry Insights - Under the new "dual circulation" development pattern, China's air logistics market is expanding, with Baiyun Airport increasing its international cargo route network, enhancing Guangzhou's position in the global logistics supply chain [4]. - Key discussions included customs reform, air traffic control technology, airline network expansion, hub ecosystem co-construction, and international experience integration [4]. Group 3: Strategic Developments - The Guangzhou Airport Commission introduced new cargo support policies to boost hub construction, while Southern Airlines Logistics announced achievements in the "large transit" hub development [5]. - The release of the "Guangzhou International Air Cargo Hub High-Quality Development White Paper (2024-2025)" provides a reference framework for industry development [5]. - The conference signifies a new phase in the construction of Guangzhou's international air cargo hub, with plans to deepen the "1236" strategic system and accelerate towards becoming a "global supply chain center" [5][6].

广州国际航空货运枢纽建设全力提速。6月10日至11日，以"中国枢纽，链通全球"为主题的2025年IATA北亚区 CARGO DAY暨广州国际航空货运枢纽高质量发展大会在广州举办。据大会透露，广州白云机场货邮吞吐量30年 间增长12倍，跃升至全球第九。 共绘航空货运蓝图广州航空货运"12小时通全球" 近年来，中国航空物流市场规模持续扩大，白云机场国际货运航线网络不断加密，广州在全球物流供应链中的地 位明显提升。这是广州连续第三年举办航空货运领域国际级峰会。 大会透露，广州白云机场货邮吞吐量30年间增长12倍，跃升至全球第九。客货比从50:1优化至31:1。据广东省机 场集团物流有限公司总经理汤容柱介绍，今年以来，新开加密墨西哥城、布达佩斯等17条全货机航线，全球通航 点达256个，构建"4小时达东南亚、12小时通全球"网络。联邦快递亚太枢纽、顺丰华南航空枢纽、中国邮政粤港 澳大湾区航空枢纽相继落户；三期扩建完成后，将形成更大的货站集群，吸引更多的"金凤凰"飞向广州枢纽。 大会紧扣"中国枢纽，链通全球"主题，汇聚民航主管部门、国内外航司、物流集成商、制造企业及智库代表，围 绕航空货运政策创新、技术赋能、网络优化等 ...

Core Insights - The 2025 IATA North Asia CARGO DAY and Guangzhou International Air Cargo Hub High-Quality Development Conference commenced in Guangzhou, focusing on enhancing the city's international logistics center capabilities [1][2] - Guangzhou Baiyun Airport's cargo throughput has increased 12 times over the past 30 years, ranking it ninth globally, supported by a strong foundation of industrial and high-tech enterprises in Guangdong [1] - The airport is developing a comprehensive hub with initiatives like "linking globally, ecological connections, and digital links," attracting major logistics players such as FedEx and SF Airlines [1] Group 1 - The Guangzhou Baiyun Airport is set to expand its cargo station cluster following the completion of its third-phase expansion, aiming to attract more logistics operations [1] - In 2023, the airport has opened 17 new all-cargo routes, including to Mexico City and Budapest, increasing its global destinations to 256 [1] - The airport aims to establish a network that allows for 4-hour access to Southeast Asia and 12-hour global connectivity [1] Group 2 - The Guangzhou Airport Commission introduced new cargo support policies to energize hub construction [2] - China Southern Airlines Logistics Co., Ltd. announced the achievements of the Guangzhou "hub-and-spoke" model, enhancing the global cargo network [2] - The release of the "Guangzhou International Air Cargo Hub High-Quality Development White Paper (2024-2025)" provides a reference framework for industry development, indicating comprehensive breakthroughs in policy support, facility upgrades, and strategic research [2]

Investment Rating - The report maintains a neutral investment rating for the transportation and construction industries [5]. Core Insights - The report emphasizes that Chinese companies are increasingly expanding into Southeast Asia as a strategic move for sustainable growth, leveraging the region's economic potential and lower costs [9][10]. - It highlights the role of third-party service providers in assisting companies with cross-border operations, thereby enhancing their core competencies while optimizing the service providers' business models [9][10]. - The report identifies that companies actively expanding overseas and effectively managing costs and risks are likely to build long-term competitive advantages amid trade headwinds [13]. Summary by Relevant Sections Section: Chinese Enterprises Going Overseas - The report discusses the restructuring of trade orders and the capital empowerment that enables Chinese enterprises to break through in Southeast Asia, which is seen as a key destination for overseas expansion due to its rapid economic growth and lower operational costs [9][10]. Section: Huanxu Electronics - Huanxu Electronics has accelerated its global expansion since 2018, establishing production bases in Vietnam, Mexico, and Poland, with a total of 30 factories across 12 countries [2][11]. - The company focuses on localizing talent and supply chains to maintain long-term competitiveness, with over 95% of its workforce in Vietnam being local [12][13]. Section: Eastern Airlines Logistics - Eastern Airlines Logistics is adjusting its route structure to mitigate risks and enhance its position as a comprehensive logistics service provider, currently operating 15 B777 freighters [14][16]. - The company is focusing on diversifying its market presence beyond North America to reduce risks associated with tariff fluctuations [14][16]. Section: Hongxin Jianda - Hongxin Jianda's overseas business has rapidly expanded, with overseas revenue reaching 3.9 billion yuan in 2024, accounting for 3.4% of total revenue, and further increasing to over 15% in Q1 2025 [17][18]. - The company plans to increase its overseas asset management scale to approximately 10 billion yuan by 2027, focusing on local procurement and employment to achieve win-win cooperation [18].

Economic Data Summary - In the first four months of 2025, the revenue of industrial enterprises above designated size in national high-tech zones reached 10.26 trillion yuan, marking a year-on-year increase of 7.3% [3] - The innovation-driven and industrial agglomeration effects continue to be released [3] Industry Development - The Zhongguancun new generation information technology industry has entered the trillion-level industry cluster [5] - The scale of the optical electronics information industry in Wuhan East Lake accounts for 50% of the national total [5] - National high-tech zones have laid out cutting-edge fields such as quantum information, humanoid robots, and next-generation internet, forming initial development advantages in related future industries [5] Urban Renewal and Infrastructure - The renovation of old urban residential areas has accelerated, with plans to start the renovation of 25,000 old urban residential areas nationwide in 2025 [8] - In the first four months of 2025, 5,679 old urban residential areas were newly started for renovation, with six provinces and cities having a startup rate exceeding 50% [10] - Central finance will provide subsidies to 20 cities for urban renewal actions, with each city receiving no more than 1.2 billion yuan [13] Commodity Price Index - In May, China's commodity price index rose slightly by 0.3% month-on-month, reaching 110.3 points [16] - Among 50 monitored commodities, 17 saw price increases in May [16] - The non-ferrous price index rose by 0.9%, while the chemical price index rebounded by 0.5% [17] International Air Cargo - Since the beginning of 2025, over 100 new international air cargo routes have been opened, with a focus on Asia and Europe [21][23] - The cargo structure mainly consists of electronic products, auto parts, machinery, and fresh goods [23] - In May alone, 26 new international air cargo routes were opened, with a cumulative total of 101 routes in the first five months of 2025 [24]

Group 1: SF Airlines and Etihad Airways Partnership - SF Airlines and Etihad Airways signed a cargo joint venture agreement to enhance cargo capacity and expand network capabilities [1] - The partnership aims to create a seamless shared network based on the principle of "capacity neutrality," improving operational efficiency and service quality [1] - This collaboration is a significant step in SF Airlines' international strategic layout, potentially reducing operational costs and increasing market competitiveness [1] Group 2: AliExpress Expansion in Poland - AliExpress has opened its platform to local Polish merchants, aiming to expand its local business development [2] - The platform has already attracted several well-known Polish companies over the past year, with a focus on categories such as 3C digital products, home appliances, sports entertainment, and automotive parts [2] - The initiative includes incentives like "no deposit and no commission for the first three months," which is expected to attract more local merchants and drive platform growth [2] Group 3: Humanoid Robot Company Funding - The humanoid robot company "Accelerated Evolution" completed its Series A financing, led by Shenzhen Capital Group with participation from other investors [3] - The funding will primarily be used for product iteration and large-scale production delivery [3] - The humanoid robot market is rapidly developing, and this financing supports "Accelerated Evolution" in meeting market demands for efficient and reliable robotic products [3] Group 4: Nintendo Switch 2 Launch - The Nintendo Switch 2 has surpassed 400,000 pre-orders on JD.com ahead of its global release on June 5, priced at 3,889 yuan [4] - The new console features an upgraded screen from 6.2 inches to 7.9 inches, supporting 1080p HD and a 120Hz refresh rate [4] - The high pre-order volume indicates strong consumer interest and anticipation, which may help Nintendo solidify its position in the competitive gaming console market [4]

Core Insights - The international air cargo network in China has expanded significantly, with over 100 new international air cargo routes opened as of the end of May this year [1] Group 1: Route Expansion - A total of 101 new international air cargo routes have been opened in China from January to May this year, with 26 routes added in May alone [1] - The weekly increase in round-trip flights exceeds 195 [1] Group 2: Route Distribution - The majority of new routes are focused on Asia and Europe, with 47 routes to Asia and 41 routes to Europe, while 10 routes have been opened to North America [1] Group 3: Cargo Composition - The primary types of cargo transported include cross-border e-commerce goods, electronic products, auto parts, machinery, and fresh produce [1]

6月3日，顺丰航空与阿提哈德航空在德国慕尼黑签署货运联营协议。(智通财经) ...

的协同与服务标准的统一，提升货运产品竞争力；通过航线资源配置、销售策略、客户管理等方面的联 合决策，扩大运营协同效应。 阿提哈德航空首席执行官Antonoaldo Neves表示："此次联营是阿提哈德航空加强全球连通性、为客户创 造更大价值的重要一步。通过与顺丰航空的紧密合作，我们正在拓展服务范围、优化运营效率，并提升 在航空货运行业中的竞争优势。" 《中国民航报》、中国民航网 记者田以丹 通讯员王睿捷 报道：6月3日，顺丰航空与阿提哈德航空在德 国慕尼黑签署货运联营协议(Joint Business Agreement，JBA)，旨在提升双方的货运能力、拓展网络运 力，为全球客户提供更灵活、更丰富的航空物流服务。协议由阿提哈德航空首席执行官Antonoaldo Neves与顺丰集团副总裁、顺丰航空董事长李胜共同签署。 （本文图片均由顺丰航空提供） 根据协议，顺丰航空与阿提哈德航空将基于"运能中性"（metal-neutral）原则打造一个无缝衔接的共享 网络，携手拓展关键航线的连通性与运力，提升联营合作的运营效率与服务质量，进一步整合双方优 势、推广双方服务，为客户提供更广泛的目的地选择、更具竞争力的运输保 ...