Core Insights - In July, despite adverse weather conditions, China's logistics demand remained strong, with a logistics industry prosperity index of 50.5%, indicating continued expansion in logistics activities [1][2] Group 1: Logistics Industry Performance - The logistics industry maintained vitality, with e-commerce express and air logistics showing significant growth. The e-commerce express business activity index reached 69.3%, indicating a high prosperity level [1] - Air transportation business activity index was 52.8%, reflecting a month-on-month increase of 0.8 percentage points. Road and rail transportation indices were 54.6% and 51.7%, respectively, both showing a slight month-on-month recovery of 0.1 percentage points [1] Group 2: Market Demand and New Orders - The new orders index for logistics companies rose to 52.5%, indicating a month-on-month increase of 0.1 percentage points. Most sectors, except warehousing and water transportation, maintained new orders in the expansion zone [1] - Rail, road, and air transportation new orders indices increased by 0.3, 0.2, and 0.1 percentage points, respectively [1] Group 3: Investment and Market Expectations - Fixed asset investment in the logistics sector showed continuous expansion, with a completion index of 54.9% in July, up 0.4 percentage points month-on-month [2] - The business activity expectation index for July was 55.6%, indicating a strong outlook, particularly in air transportation and postal express sectors, with indices of 58.9% and 57.2% respectively [2] - The "old-for-new" national subsidy policy and regional subsidies have further expanded consumption scenarios, contributing to the growth of logistics demand [2]

Core Viewpoint - The visit of Xiamen Airlines' chairman Zhao Dong to Xiong'an New Area highlights the growing demand for high-end business and international travel, presenting opportunities for the development of aviation logistics and the aviation economy in the region [1] Group 1: Company Initiatives - Xiamen Airlines aims to leverage opportunities and policies to optimize its route network and capacity layout [1] - The company plans to deepen cooperation in the aviation industry chain to support the development of new business models such as aviation logistics and smart travel in Xiong'an New Area [1] - Xiamen Airlines will utilize its Xiong'an office to provide quality services for the high-quality construction and development of the region [1] Group 2: Industry Context - The demand for aviation services in Xiong'an New Area is rapidly increasing, driven by the need for high-end business and international exchanges [1] - The development of aviation logistics and the aviation economy is expected to benefit significantly from the growing demand in the region [1]

新疆天顺供应链股份有限公司 投资者关系活动记录表 | 投资者关系活动 □ | 特定对象调研 □ 分析师会议 | | --- | --- | | 类别 □ | 媒体采访 业绩说明会 √ | | □ | 路演活动 新闻发布会 □ | | □ | 现场参观 | | □ | 其他 （请文字说明其他活动内容） | | 参与单位名称及 | 天顺股份 2024 年度业绩说明会采用网络远程方式进行，面向全 | | 人员姓名 | 体投资者 | | 时间 | 2025 年 5 月 9 日 (周五) 15:00~17:00 | | 地点 | 深圳证券交易所"互动易平台"（http://irm.cninfo.com.cn） | | | "云访谈"栏目 | | 上市公司接待人 | 1.董事长兼总经理（代行财务总监）丁治平 | | 员姓名 | 2.副总经理兼董事会秘书高翔 | | | 3.独立董事边新俊 新疆天顺供应链股份有限公司 2024 年度业绩说明会的问 | | | 答情况如下： | | | 公司就投资者在本次说明会中提出的问题进行了回复： | | | 1.和众多交通运输行业的公司相比，管理层认为天顺有哪些 | | 投资者关系活动 ...