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卡塔尔航空货运、IAG Cargo与马航货运共筹全球货运联合业务
Sou Hu Cai Jing· 2025-06-03 09:16
国际航空集团货运首席执行官大卫·谢泼德(David Shepherd)表示:"此次拟议的联营业务对我们的客户而言意义非凡。通过打 造这一统一的航线网络,我们开辟了新的航线连接,释放更多的商业机遇。与传统的联运协议相比,该航线网络更加高效、可 靠且协调一致。我们非常高兴此次合作也包括了支持联合国世界粮食计划署在内的重要内容,正如我们专注于为客户提供卓越 服务一样,我们同样致力于为所在地区产生积极影响。" 【民航事儿】2025年6月2日, 在德国慕尼黑欧洲航空货运博览会(Air Cargo Europe)新闻发布会上,卡塔尔航空货运(Qatar Airways Cargo)、国际航空集团货运(IAG Cargo)和马来西亚航空货运(MASkargo)共同宣布,将推进全球货运联合业务 (Global Cargo Joint Business)。继2025年4月首次公布之后,该合作伙伴关系计划于2025年底正式启动,具体时间有待监管部 门批准。本次全球合作旨在为全球航空货运市场的客户提供全新航线选择、更高的运营灵活性和无与伦比的连通性。 该全球货运联合业务的核心价值在于提升亚太、中东、印度次大陆、欧洲和美洲航线的灵活 ...
世界自行车日运满满发布行业数观:发货TOP5城市广东包揽三席
Jing Ji Guan Cha Bao· 2025-06-03 05:58
Core Insights - The article highlights the growing popularity of cycling as a lifestyle and social currency, driven by an increasing number of people choosing bicycles for transportation and leisure [1] Group 1: Industry Overview - The bicycle production landscape in China is characterized by a tripartite structure, with major production hubs in Tianjin, Jiangsu, and Guangdong [2] - In 2024, the top five provinces for bicycle shipments on the 运满满 platform are Guangdong, Hebei, Jiangsu, Zhejiang, and Shandong, indicating a balanced distribution of production across regions [2] - The top five cities for bicycle shipments are Tianjin, Huizhou, Shenzhen, Xingtai, and Guangzhou, with Tianjin leading in shipment volume [2] Group 2: Supply Chain Dynamics - The flow of bicycle supplies across provinces reveals distinct patterns, with Guangdong bicycles primarily shipped to Jiangsu, Henan, Zhejiang, Anhui, and Hubei, indicating strong consumer demand in these regions [3] - Tianjin and Hebei bicycles are mainly received by Shandong, Xinjiang, Guangdong, Guangxi, and Hunan, showcasing regional collaboration and trade dynamics [3] - The peak months for bicycle shipments are April, May, and July, aligning with the cycling season [4] Group 3: Specialized Supply Chain - The bicycle supply chain in China exhibits regional specialization, with tire production concentrated in Hebei, Jiangxi, and Tianjin, while wheel manufacturing is centered in Jiangsu and Changchun [5] - Jiangsu and Zhejiang are identified as key manufacturing centers for bicycle components, reflecting the cluster effect in the Yangtze River Delta region [5] - The rise of non-traditional industrial provinces like Jiangxi and Guangxi indicates a shift in the bicycle supply chain from coastal to inland areas, forming a nationwide collaborative network [5] Group 4: Consumer Trends - The demand for bicycle transportation includes not only factory-to-city logistics but also personal user scenarios, such as cross-city cycling and event participation [7] - Personal stories from cycling enthusiasts illustrate the emotional and health benefits associated with cycling, highlighting a cultural shift towards healthier lifestyles and social connections [7]
欧洲英国扣关清关公司DHL/UPS/FED
Sou Hu Cai Jing· 2025-06-02 05:01
欧洲英国扣关清关服务简介 在欧洲和英国,扣关清关服务是物流过程中不可或缺的一环。对于跨国运输的货物来说,清关是货物从进口国海关放行到最终目的地的必经之路。而扣关, 则是指在清关过程中,由于各种原因,货物被海关暂时扣留,需要进口商或相关代理进行进一步处理的情况。在这一过程中,专业的扣关清关公司发挥着至 关重要的作用。 1.扣关清关服务的重要性 这是(全球海运到门,可以留下您的联系方式)整理的信息,希望能帮助到大家 一般而言,扣关清关服务的流程包括以下几个步骤:货物到达进口国海关、海关对货物进行检查并决定是否扣留、扣留后通知进口商或代理、进口商或代理 联系扣关清关公司进行处理、扣关清关公司协助进口商完成相关手续并缴纳税款、海关放行货物、货物送达最终目的地。在这个过程中,扣关清关公司需要 与海关、进口商、货运代理等多方进行沟通协调,确保流程的顺利进行。 5.扣关清关服务的挑战与对策 扣关清关服务面临着诸多挑战,如海关政策的变化、货物种类的多样性、国际贸易形势的不确定性等。为了应对这些挑战,扣关清关公司需要不断更新自己 的知识和技能,提高服务质量和效率。同时,他们还需要与进口商保持良好的沟通,共同应对可能出现的问题。 ...
晏庆华:推动算法向善向上、保障新就业群体权益需协同治理
Zhong Guo Xin Wen Wang· 2025-05-30 12:22
中新网北京5月30日电 (记者 夏宾)近年来,国家陆续出台了《关于维护新就业形态劳动者劳动保障权益 的指导意见》《互联网信息服务算法推荐管理规定》等政策文件,关注平台企业的新就业形态劳动者权 益保护。 中国物流与采购联合会网络事业部主任、物流信息服务平台分会秘书长晏庆华近日在北京出席互联网货 运行业算法研讨会时称,上述文件明确提出算法取中原则,要求平台企业优化算法规则,保障劳动者权 益,要推动算法向善向上,保障新就业群体权益问题,不能仅靠政府监管或企业自律,需要构建政府、 行业协会、平台、工会、劳动者等多方共同参与的体系,实现共同参与协同治理。 为深化多元共治,实现行业共融,晏庆华建议,强化政府统筹,完善政策法规,建议政府出台算法治理 专项法规,明确各方权责边界。发挥工会作用,构建协商平台,工会可探索建立与平台企业的常态化协 商机制,将算法优化、权益保障等纳入协商范围,并积极吸纳新就业形态劳动者入会,通过集体协商, 参与算法审计等方式维护权益。 同时,发挥协会作用,促进行业自律。平台应积极参与行业学会组织的活动,签署自律公约,承诺在算 法设计和应用中遵循公平、公正、透明的原则,行业协会可制定算法透明化和向善向 ...
Diana Shipping(DSX) - 2025 Q1 - Earnings Call Transcript
2025-05-29 14:00
Diana Shipping (DSX) Q1 2025 Earnings Call May 29, 2025 09:00 AM ET Speaker0 Thank you for standing by, ladies and gentlemen, and welcome to the Diana Shipping Inc. Conference Call for the First Quarter twenty twenty five Financial Results. At this time, all participants are in a listen only mode. There will be a presentation followed by a question and answer session. As a reminder, this conference is being recorded. It's now my pleasure to turn the call over to Ms. Semiramis Paliou. Please go ahead. Speake ...
货拉拉公布第二批算法公开举措:预计2025年将降低抽佣共计2.3亿元
news flash· 2025-05-29 12:16
Core Viewpoint - The digital freight platform Huolala has announced its second batch of algorithm disclosure measures, aimed at enhancing fairness and reducing costs for drivers [1] Group 1: Algorithm Disclosure - The disclosed content includes dynamic evaluation algorithms and rules to improve the fairness of order distribution [1] - The optimization of the automatic commission reduction algorithm is part of ongoing efforts to alleviate financial burdens on drivers [1] Group 2: Driver Support Initiatives - Huolala has improved its "driver autonomy, proximity priority" order distribution model, increasing the proportion of orders prioritized by distance from 90% to 93% [1] - The platform plans to launch additional driver commission reduction products, expecting to lower commissions by a total of 230 million yuan by 2025 [1] - The company will increase order subsidies, with an anticipated annual investment of nearly 70 million yuan to enhance driver income [1]
中金:维持安能物流(09956)“跑赢行业”评级 目标价11港元
智通财经网· 2025-05-27 08:25
Core Viewpoint - The report from CICC forecasts that Aneng Logistics (09956) will achieve adjusted net profits of 1.01 billion and 1.22 billion yuan in 2025 and 2026, respectively, with the current stock price corresponding to adjusted P/E ratios of 10.0x and 8.2x for those years, indicating a potential upside of 18.9% from the current price [1] Group 1: Financial Performance - In Q1 2025, the company's revenue reached 2.59 billion yuan, a year-on-year increase of 9%, with a gross profit of 410 million yuan, up 7% year-on-year [2] - The net profit attributable to shareholders was 226 million yuan, reflecting a 20% year-on-year growth, while the adjusted net profit was 242 million yuan, up 16% year-on-year, achieving a record high adjusted net profit margin of 9.4% [2] - The company managed to achieve good profit growth despite a weak market demand and high profit base, supported by a structural adjustment in cargo weight [2] Group 2: Cargo Structure and Pricing - The total volume of LTL (Less Than Truckload) freight in Q1 increased by 6% to 3.045 million tons, with mini parcels (under 70kg) and small parcels (70-300kg) growing by 27% and 12% year-on-year, respectively [3] - The average price per ton for LTL services rose by 3% to 850 yuan/ton, while the unit cost also increased by 3% to 715 yuan/ton, with specific service costs varying [4] Group 3: Competitive Position and Growth - The company saw a 67% year-on-year decrease in lost items per 100,000 parcels, with complaints also declining, indicating improved service quality [5] - The average delivery time shortened by 7% to approximately 65 hours, enhancing the company's competitive edge and attracting more franchisees, which grew by about 22% to 36,000 [5] Group 4: Liquidity and Shareholder Returns - As of Q1, the company had cash and cash equivalents of 2.01 billion yuan, a 50% year-on-year increase, indicating strong liquidity [6] - The company plans to disclose its dividend strategy after the mid-term results, with expectations for continued shareholder returns due to its leading position in the express delivery sector and ability to adapt pricing and volume strategies [6]
满帮(YMM.US)Q1核心运营数据齐创新高,政策与技术驱动新增长
Ge Long Hui· 2025-05-26 08:55
5月21日,满帮发布了2025年第一季度财报,实现营业收入27亿元,同比增长19%;非美国会计准则下 净利润为13.9亿元,同比增长84%;履约活跃司机、履约率、直客履约订单占比等核心运营数据更是齐 创新高,反映用户粘性持续增强,平台生态整体优化。 财报背后,满帮的增长和价值逻辑演进也更加清晰——降低全社会物流成本进入提速阶段,满帮的平台 模式与之契合,叠加技术驱动更充分地释放降本增效的空间,使其更被市场需要,迎接确定性增长新周 期。 1、降低全社会物流成本的结构性红利 从根本上来看,我国物流成本居高不下背后是冗余的中间环节、低效的运力调配等共同构成的"成本黑 洞",降本的核心即是要通过流程优化、组织结构的调整、资源的整合等从中破局。这一过程中,数字 化与智能化无疑是关键抓手,数字货运平台的作用也得以凸显。 比如,这体现在数字货运平台能够直接连通货主与司机,简化交易链条,依托网络效应更大程度地整合 运力资源,重构物流价值链,从而降低全社会物流成本。 满帮平台生态持续繁荣的底层逻辑也是如此,让货主与司机都能够借助其平台,以更丰富的资源、更高 的效率获取所需,自然在政策东风下顺势获得更多的市场机会。 此外,降低全 ...
满帮集团(YMM.US)2025年Q1:业绩高增,营业利润增长1.7倍
智通财经网· 2025-05-26 02:22
在货主端,期间发货货主月活平均达276万人,同比增长28.8%,货主会员规模突破110万人,直客货主 履约单量占比进一步提升至51%的新高,获客质量不断提升;在司机端,过去12个月的履约活跃司机数 量达到418万人,同时响应订单司机的次月留存率保持在85%以上。 在用户基本盘稳定下,该公司对交易生态的精细化管理,通过持续迭代优化多维抽佣模型,提升履约率 及平台变现能力: 智通财经APP了解到,5月21日,满帮集团(YMM.US)发布2025年Q1财报,实现营业收入27亿元,同 比增长19%,高出业绩指引上限,非美国会计准则下,实现营业利润13.2亿元及净利润13.9亿元,同比 分别增长171.5%和84%,也超了市场预期。 按季度看,该公司收入保持双位数的增长,盈利水平也在不断上升,自2022年Q2开始实现盈利以来, 不断驱动股东回报率的提升,到2025年Q1,公司净利润提升至51.48%。 满帮的资产回报率很高,得益于卓越的商业模式以及经营策略。从业务层面看,满帮集团搭建起连接企 业货主以及司机的桥梁,构建了产业链物流生态,该公司采取行之有效的获客策略,通过科技创新和产 品升级,持续替代传统线下物流交易模式 ...
顺丰航空开通首条第五航权货运航线,畅联中、美、加三国
Sou Hu Cai Jing· 2025-05-25 23:46
IT之家 5 月 26 日消息,5 月 25 日,顺丰航空"鄂州-纽约-哈利法克斯-鄂州"国际货运航线正式开通运行,这是顺丰航空执行的首条通达加拿大的国际航线、 首条第五航权航线,也是鄂州花湖机场开放为国际机场以来开通的第 100 条货运航线,该线畅联中、美、加三国重要的航空枢纽。 第五航权即"一个国家的航空公司在经营某条国际航线的同时,获得在中途第三国经停并载运客货的权利","鄂州-纽约-哈利法克斯-鄂州"航线可先后在美国 纽约、加拿大哈利法克斯进行上下货操作,这意味着顺丰航空不仅能将全国经鄂州出口的货物一次性运往纽约、哈利法克斯,也能将纽约、哈利法克斯出口 至中国的货物一次性带回,中途还能为纽约出口至哈利法克斯的货物提供运输服务。 新航线开通后,每周可为哈利法克斯甚至加拿大全境鲜活海产(如波士顿龙虾、珍宝蟹)出口至中国提供超百吨的航空运力。据测算,从哈利法克斯起飞的 鲜活海产最快可在 48 小时内完成跨境飞行、枢纽中转及国内的联程运输,进入北上广深等一线城市的消费市场。 今年 3 月,顺丰航空累计投运的全货机已突破 90 架,运力规模领先亚洲。 IT之家从官方介绍获悉,"鄂州-纽约-哈利法克斯-鄂州"航线 ...