Fleet and Route Distribution - As of June 2025, the company operates a fleet of 25 cargo aircraft, including 13 B777, 5 A330, and 3 B747, with 4 retired aircraft pending transfer [2][3] - The company has 25 cargo routes, with 23 international and 2 domestic, covering 14 countries and 23 cities [2][3] - In the first half of 2025, the company launched 6 new long-haul cargo routes, including Shanghai-Hanoi and Chengdu-Amsterdam, marking the first flights to several international destinations [3] Fleet Utilization - The average daily utilization of cargo aircraft from January to June 2025 was approximately 13.29 hours, showing a significant improvement compared to the same period in 2024 [3] - The company has been optimizing capacity deployment and market layout, leading to a steady increase in overall aircraft utilization [3] Impact of Trade Relations - Current US-China tariffs are in a "suspension period," with ongoing negotiations; the company is closely monitoring external factors affecting the logistics industry [3] - China's economy grew by 5.3% year-on-year in the first half of 2025, demonstrating resilience and potential for growth [3] - The company plans to leverage the "dual circulation" strategy to support the innovation and growth of Chinese manufacturing and enhance its logistics capabilities [3] Market Value Management - The company emphasizes market value management as a key strategic focus, aiming to enhance investor returns and confidence [4] - It has developed a value management plan to align with its strategic goals and actively engages with investors to gather feedback [4] Dividend Plans - The company has established a three-year shareholder return plan post-IPO, focusing on enhancing the stability and predictability of cash dividends [4]
国货航(001391) - 001391国货航投资者关系管理信息20250922