Group 1: Operational Performance - In the first half of 2024, the company achieved a cargo turnover of 8.2 billion ton-kilometers and a total cargo transportation volume of 1.64 million tons, with a safe flight time of 68,000 hours [1] - The company plans to increase cargo aircraft deployment and leverage bellyhold resources to enhance operational performance [1][2] Group 2: Market and Strategic Response - The company is closely monitoring the ongoing adjustments in U.S. tariff policies, which are expected to impact international trade and introduce short-term uncertainties [2] - Long-term strategies include supporting China's manufacturing innovation and upgrading logistics capabilities to enhance import and export quality [2] Group 3: Fleet and Capacity Utilization - The company reports good utilization of its fleet, although specific utilization rates vary by route and aircraft type [2] - Future plans involve optimizing aircraft deployment across key regions such as the Yangtze River Delta, Guangdong-Hong Kong-Macao Greater Bay Area, Chengdu-Chongqing, and Beijing-Tianjin-Hebei [2][3] Group 4: Strategic Partnerships - The company collaborates with strategic shareholder Cainiao to enhance cross-border e-commerce logistics and better understand logistics demands [3] - The partnership aims to leverage complementary resources to support the growth of cross-border e-commerce and the internationalization of Chinese manufacturing [3] Group 5: Future Planning - The company is developing its "14th Five-Year Plan" to position itself as a comprehensive logistics service provider, focusing on supply chain responsibilities [3]
国货航(001391) - 001391国货航投资者关系管理信息20250725