其中，T1国际货站作为嘉兴机场中规模最大的单体建筑，建筑面积超14万平方米，该货站深度融合海关、边检等功能，同步规划建设包括植物种苗、冰 鲜水产品、水果、肉类等进口指定监管场地，未来将大幅提升跨境高附加值商品的通关效率和物流体验。通过合作浙江省机场集团，创新商业与通关模 式，东方天地港将具备大通关基地的全部配置，打造高能级跨境电商枢纽，极大助力中国企业"高质量出海"，为客户提供更稳定、高效、低成本的端到端 航空物流服务，尤其在跨境电子商务、生鲜冷链、高端制造等领域带来显著体验升级。 东方天地港作为长三角首个专业性货运枢纽，一期占地面积超1500亩，承载着圆通"中国联世界，世界联世界"的使命和愿景，肩负全球航空物流枢纽、长 三角国际商贸物流集散中心和共享型多式联运中心三大功能，遵循共享、高效、智慧、绿色规划建设理念，打造综合服务型现代空港物流园区。东方天地 港建成后将与圆通全球网络深度融合，协同上下游产业链资源，增强区域产业供应链的韧性与国际竞争力，进一步服务国内国际双循环的新发展格局。 8月21日，圆通"东方天地港"再迎新进度。项目航空货站区土建工程竣工，标志着这一全球航空物流枢纽建设取得关键进展，为整体投运 ...

东方天地港作为长三角首个专业性货运枢纽，一期占地面积超1500亩。东方天地港建成后将与圆通全球 网络深度融合，协同上下游产业链资源，增强区域产业供应链的韧性与国际竞争力，进一步服务国内国 际双循环的新发展格局。 （编辑 张伟） 本报讯 （记者梁傲男）8月21日，圆通东方天地港再迎新进度。项目航空货站区土建工程竣工，标志着 这一全球航空物流枢纽建设取得关键进展，为整体投运奠定坚实基础。 作为嘉兴全球航空物流枢纽的核心功能区块，航空货站区占地492亩，集国际货站、国内货站及平台货 站于一体，全面涵盖货运处理、邮件操作、特种货物处理、ULD管理、报关清关及中转分拨等核心功 能，可实现从前端集货、装机起飞、卸机提取至末端派送的全链路覆盖。 其中，T1国际货站作为嘉兴机场中规模最大的单体建筑，建筑面积超14万平方米，该货站深度融合海 关、边检等功能，同步规划建设包括植物种苗、冰鲜水产品、水果、肉类等进口指定监管场地，未来将 大幅提升跨境高附加值商品的通关效率和物流体验。通过合作专业运营机构，创新商业与通关模式，东 方天地港将具备大通关基地的全部配置，打造高能级跨境电商枢纽，极大助力中国企业"高质量出海"， 为客户提供更 ...

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, indicating positive trends in these sectors [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, reflecting a month-on-month increase of 0.4 percentage points [2] - The business activity expectation index for July was 55.6%, remaining in a high prosperity zone, with air transportation and postal express indices at 58.9% and 57.2%, respectively [2] - The "old-for-new" national subsidy policy and regional subsidies have expanded consumption scenarios, further driving logistics demand growth [2]

Core Viewpoint - The article highlights the significant progress made in China's transportation infrastructure during the "14th Five-Year Plan" period, emphasizing the construction of a comprehensive transportation network and the achievement of key performance indicators ahead of schedule [2][3]. Group 1: Transportation Infrastructure Development - By the end of 2024, the railway operating mileage is expected to reach 162,000 kilometers, an increase of approximately 16,000 kilometers compared to the end of the "13th Five-Year Plan" [1] - The urban rail transit operating mileage is about 11,000 kilometers, ranking first in the world, while the total length of urban bus lines has reached 1.75 million kilometers, representing increases of 48.5% and 18.3% respectively since the end of the "13th Five-Year Plan" [1] - The national comprehensive transportation network has been largely completed, connecting over 80% of county-level administrative regions and serving about 90% of the national economy and population [3] Group 2: Key Performance Indicators - In the "14th Five-Year Plan," 17 major indicators related to the construction of the comprehensive transportation system have been set, with 6 indicators, including highway mileage and urban rail transit operating mileage, already completed ahead of schedule by 2024 [2] - The high-speed rail operating mileage has reached 48,000 kilometers, accounting for over 70% of the world's total high-speed rail mileage, covering 97% of cities with populations over 500,000 [3] Group 3: Transportation Efficiency and Public Usage - High-speed rail and civil aviation have become the preferred modes of rapid travel, with 3.272 billion passenger trips on high-speed trains in 2024, accounting for 75.9% of total railway passenger volume [6] - Daily, approximately 130 million people choose to travel by car, representing over 70% of inter-regional mobility, while around 100 million people use urban rail transit for commuting [7] Group 4: Logistics and Freight Transportation - The freight turnover for railways and waterways has increased by 17.5% and 33.6% respectively since the end of the "13th Five-Year Plan," with the total railway freight expected to exceed 25 billion tons during the "14th Five-Year Plan" [9] - The international air cargo transport volume reached 2.037 million tons in the first half of the year, a year-on-year increase of 23.4% [10] Group 5: International Connectivity and Cooperation - China has signed over 270 bilateral and multilateral cooperation agreements covering various transportation sectors, enhancing international transport networks [12] - The "Belt and Road" initiative has seen significant infrastructure connectivity, with projects like the China-Laos Railway and the opening of the first smart port in South America [13]

Group 1 - The core viewpoint of the articles highlights the rapid development of specialized cargo airports in China, particularly focusing on the emergence of Ezhou Huahu Airport and the upcoming Jiaxing Nanhu Airport, which are reshaping the logistics landscape in the Yangtze River Delta and Central China regions [1][5][15] - Ezhou Huahu International Airport reported an international cargo throughput of 220,000 tons in the first half of 2024, marking a 252% increase compared to the same period in 2023, and ranks among the top four in cargo flight volume in the country [1][11] - Jiaxing Nanhu Airport, set to be completed by the end of 2025, is positioned as a dedicated cargo hub with an investment of approximately 12.2 billion yuan from YTO Express, aiming for a cargo throughput of 1.1 million tons by 2030 [5][15] Group 2 - The establishment of Jiaxing Nanhu Airport has been a long-awaited project, with efforts dating back to 2008, and it is expected to alleviate the cargo pressure on existing airports in the densely populated Yangtze River Delta region [2][5] - The collaboration between Zhongtong and Changsha aims to enhance the cargo capacity of Changsha Huanghua International Airport, which recorded a cargo throughput of 199,800 tons in 2024, reflecting a 13% year-on-year growth [7][8] - The competitive landscape in the central region is evolving, with Ezhou, Zhengzhou, and Changsha airports potentially forming a triad of cargo hubs, intensifying competition among logistics companies [9][15] Group 3 - The operational model of Ezhou Huahu Airport, which closely collaborates with SF Express, serves as a successful example for other airports, indicating a trend where logistics companies play a significant role in airport planning and operations [11][14] - The upcoming Jiaxing Nanhu Airport and the partnership with YTO Express are expected to elevate Jiaxing's status from a regional city to a national and international logistics hub [14][15] - The shift in China's air cargo landscape is moving towards a model where specialized cargo operations are prioritized, indicating a significant transformation in the logistics industry [15]

Core Viewpoint - The successful import of 241 breeding cattle via air transport to Jinan Airport marks a significant achievement in the field of live animal transportation in Shandong Province [1][3]. Group 1: Transportation and Logistics - Jinan Airport utilized its previous experience in importing live lobsters to coordinate with customs, ports, and disinfection companies, holding multiple meetings to create a comprehensive support plan for the cattle import [3]. - A green channel was established to ensure rapid customs clearance and inspection for the imported cattle, demonstrating efficient logistical operations [3]. - The airport staff closely monitored the cattle's condition throughout the transportation process to prevent any stress reactions during transit [3]. Group 2: Future Developments - Jinan Airport aims to enhance its role as an aviation logistics hub, expanding the variety of consumer market categories in the region and improving its logistics service system [4]. - The airport plans to support the introduction of more high-quality resources, contributing to Jinan's development as an international consumption center and a modern international logistics hub [4].

Core Insights - The report highlights the long-term growth potential of Eastern Airlines Logistics, emphasizing its strategic positioning in the aviation logistics sector and the construction of a competitive moat through core resources [2][12][9] - The company has a diversified business model consisting of air express, ground comprehensive services, and integrated logistics solutions, which positions it well to benefit from the growth in cross-border e-commerce [12][3] - The report projects net profits for Eastern Airlines Logistics to reach CNY 21.20 billion, CNY 26.87 billion, and CNY 31.75 billion for the years 2025 to 2027, respectively, indicating a favorable valuation compared to peers [3][12] Company Overview - Eastern Airlines Logistics, headquartered in Shanghai, is a modern comprehensive logistics service provider and was the first civil aviation mixed reform stock listed in 2021, with China Eastern Airlines Group as its controlling shareholder [2][12] - The company operates in three main segments: air express, ground comprehensive services, and integrated logistics solutions, with a focus on providing efficient and precise logistics services [12][3] Financial Performance - Since its listing, Eastern Airlines Logistics has distributed a total of CNY 2.726 billion in dividends, with a planned annual cash distribution of 30%-50% of net profit attributable to shareholders from 2024 to 2026 [3][12] - The report anticipates a stable growth trajectory for the air logistics market, despite short-term disruptions from trade policies, with a slight expansion in cargo aircraft scale expected [3][12] Investment Analysis - The projected price-to-earnings (PE) ratios for Eastern Airlines Logistics from 2025 to 2027 are 9.9x, 7.8x, and 6.6x, respectively, with expected dividend yields of 4.1%, 5.1%, and 6.1% based on a 40% payout ratio [3][12] - The report suggests that the company's assets in cargo aircraft and cargo stations provide a resource endowment advantage, with expectations for improved intercontinental cargo network capabilities and volume optimization [3][12]

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 ...

Group 1 - The 2025 Zhengzhou Cross-Border E-Commerce Conference and Foreign Trade Quality Products Event was launched on May 29, 2025, at the Zhengzhou International Convention and Exhibition Center, featuring a significant project co-hosted by Zhongyu Aviation Group and the Henan International Freight Forwarding Association [1][3] - The conference theme "Innovation-Driven Air Silk Road Upgrade and Expansion" attracted representatives from the Civil Aviation Administration, International Air Transport Association (IATA), cross-border e-commerce platform TEMU, and leading companies in the industry to discuss the development of cross-border e-commerce air logistics [3][5] - Zhongyu Aviation Group's General Manager Liu Jianmin reported that in 2024, Zhengzhou Airport's cargo volume reached 825,000 tons, with international cargo volume ranking fifth in the country, highlighting the "Zhengzhou-Luxembourg" air route as a landmark project of the Belt and Road Initiative [5][6] Group 2 - The "Zhengzhou-Kuala Lumpur" dual-hub cooperation has been included in the China-Malaysia Joint Statement, accelerating the establishment of new dual-hub layouts in Saudi Arabia and Ethiopia, connecting Central China closely with the world through air transport [6] - A cross-border e-commerce air transport center is set to be completed by the end of the year, significantly enhancing cargo assurance capabilities and providing strong support for the rapid access of global goods [6] - Several strategic cooperation agreements were signed during the event, including ground service agreements for all-cargo aircraft with China Cargo Airlines and Sichuan Airlines, and collaborations with IATA, TEMU, and Eastern Airlines Logistics for cross-border e-commerce logistics [8]

中新网珠海4月28日电 (记者邓媛雯)珠港澳三地"跨境电商+航空物流"供需对接会28日下午在珠海举办， 现场达成意向订单约20亿元，推动国内优质生产性服务业企业在珠海落地集聚。 珠港澳三地"跨境电商+航空物流"供需对接会现场。李嘉伦摄 当天，港澳国际机场、物流行业协会及航空货代企业代表，以及阿里国际数字商业集团、速卖通、菜 鸟、圆通、UPS等一批国内外跨境电商、物流龙头企业和货源方齐聚一堂，共同探讨"空陆联运+数字贸 易"融合发展的新路径、新方向、新机遇，并开展业务推介和供需精准对接，奏响珠海加快推动生产性 服务业高质量发展的嘹亮号角。 据了解，近年来，珠海市利用香港机管局入股珠海机场契机，不断深化珠港机场航空货运合作；主动对 接澳门机场专营公司，推动更多珠澳机场航空货运资源共享；大力发展"经珠港飞""经珠澳飞"货运模 式，建立完善珠港澳机场"优势互补、协同发展"的合作机制。 自2018年获批成为全国跨境电商综试区以来，珠海跨境电商产业实现跨越式发展，进出口规模6年增长 194倍。2024年，珠海跨境电商进出口330亿元，同比增长16.9%，增速居珠三角九市第一。依托横琴粤 澳深度合作区跨境电商创新产业园，探 ...