广州空运关于航空物流研究

广州空运物流有限公司是东航（上航）、国航、南航等航空公司直属空运代理企业,本公司下设国内空运部、国际空运部及快递事业部等部门。属空运一级代理企业，专业从事国内机场快递、航空货运、公路卡班等运输，服务网络遍及国内各大中城市。

广州空运公司现位于广州白云机场。经过十几年的发展成为独具规模的航空物流企业,集仓储、运输、配载、配送、包装、装卸等为一体的公司。公司配有专门的提送货车辆，保证时间准确为客户提供优质、高效的服务。对贵公司的要求将竭尽全力, “至诚至信、全心全意、方便快捷”是我公司一贯以来的经营理念.以客户为中心以服务为根本，严格履行合同业务，维护贵司的合法权益，以换得贵司的信赖与支持！ 经营范围：航空货运 航空快递 公路卡班（如标书 护照 展览物品等） 海鲜冷冻品 宠物托运 普通货物空运等！

航空物流研究的目的及意义 航空物流是以机场为主体，依托机场航线网络及航空运输优势，借助现代信息技术，整合多种运输方式及相关资源，连接供给主体和需求主体，使原材料、产成品及相关信息从起点至终点有效流动的过程。它将运输、仓储、装卸、加工、整理、配送、信息和资金交换等方面有机结合，形成完整的服务供应链，为用户提供“一站式”、“门到门”服务为特征的一体化物流解决方案。与传统航空货运相比，航空物流不仅要完成货物的空中运输，而且还要参与物流运作的伞过程，对物流运作进行总体设计和管理，因此，航空物流更加强调物流功能的整合和合作关系的协调。 上海航空物流是衡量一个国家或地区市场开放程度、经济发达程度和物质交换便利程度的重要标准，它能够有效地降低企业的综合成本，有助于加快航空产业结构的调整升级，从而有力地推动内外贸易的发展。随着经济的快速发展和科技的进步，物流产业作为现代经济中的一个新兴的服务产业，其作为“第三利润源”所起的作用越来越大。 目前，我国航空物流业正处于传统航空货运向现代物流转变过程中。努力探索我国航空物流管理及运营模式，以及可持续发展的对策将具有重要的理论和现实意义。 竞争的漩涡航空公司的货运业务专注于城市对机场与机场之间的航空货物运输，航空运输因其快捷、安全而获得竞争优势。国民经济的稳步增长、经济全球化的逐步推进、地区产业结构的调整都给航空货运业带来无限的机遇。而另一方面，航空公司间运力投入的急速增加、货运代理人专业化程度的提高和经营规模的扩大、客户对航空货运服务要求越来越苛刻，都导致了航空货运业竞争形势的日趋恶化。

交通运输行业周报2019年第28期:快递年中数据出炉,六月单量回升显著

快递年中数据出炉,六月单量增速近30%。邮政局发布2019年上半年邮政行业运行情况,上半年快递服务业务量累计完成277.6亿件,同比增长25.7%,业务收入累计完成3396.7亿元,同比增长23.7%;其中同城业务累计完成50.8亿件,同比下降0.2%,异地业务量累计完成220.4亿件,同比增长33.9%,国际及港澳台业务量累计6.3亿件,同比增长21.2%;快递与包裹服务品牌集中度指数为81.7。整体看上半年快递行业仍保持较快增速,其中618年中大促带来六月数据超预期,单月业务量同比增长29.1%,收入增长26.5%,各电商平台618仍保持了较快增速,从侧面反映了快递行业需求刚性较强,受宏观经济影响较小的特征。我们认为,当前快递行业单量仍维持高速增长,单价下降整体上匹配成本降幅,价格战幅度可控,行业集中度仍在向龙头集中,市场增量与格局改善下估值修复仍可持续,建议重点关注经营状况边际改善、估值水平较低的申通快递、圆通速递。
Express delivery data in the middle of the year, June single volume growth rate of nearly 30%. In the first half of 2019, the post office announced the operation of the postal industry. In the first half of 2019, the total volume of express delivery service business completed 27.76 billion pieces, an increase of 25.7% over the previous year, and the total business income completed 33.96 billion yuan, an increase of 23.7% over the previous year. Among them, 5.08 billion pieces were completed in the same city, a decrease of 0.2% over the previous year, while 22.44 billion pieces were completed in different places, an increase of 33.9% over the previous year. International and Hong Kong, Macao and Taiwan business volume totaled 630 million pieces, an increase of 21.2% year-on-year; Express and parcel service brand concentration index was 81.7. Overall, the express industry has maintained a relatively fast growth rate in the first half of the year. Among them, in the 618 years, the June data exceeded expectations. The business volume increased 29.1% and the income increased 26.5% year-on-year. The 618 e-commerce platforms still maintained a relatively fast growth rate, reflecting the strong demand rigidity of the express industry and the characteristics of being less affected by macroeconomic. We believe that the current express delivery industry is still maintaining high-speed growth in unit volume, unit price decline as a whole matching cost reduction, price war can be controlled, industry concentration is still centralized to the leading, market increment and pattern improvement under the repair of valuation is still sustainable, it is proposed to focus on the marginal improvement of business conditions, low valuation level Shentong Express, round. Express delivery.

民航局推进上海空域扩容,时刻容量有望提升。日前民航局与上海市政府签署《关于推进新时代上海民航高质量发展战略合作协议》,加快上海国际航运中心和上海航空枢纽建设。民航局将推进上海空域容量扩容和结构优化,提高上海两机场时刻容量和航班时刻供给。上海将加强华东空管能力建设,打造以上海浦东、虹桥两机场为主轴的长三角世界级机场群。我们认为,当前枢纽机场主要供给制约因素均不在陆侧跑道航站楼等产能,空侧时刻紧缺是最大瓶颈,一方面与民航局保障安全、准点率等主动限制有关,另一方面也与当前整体空管水平无法匹配当前政策要求下的高效率运转有关,本次民航局与上海市战略合作有望从这两方面打开产能限制瓶颈,更好的发挥上海机场枢纽作用,确保业务量稳健增长。

Civil Aviation Administration promotes the expansion of Shanghai airspace, and its capacity is expected to increase at any time. Recently, the Civil Aviation Administration and the Shanghai Municipal Government signed the Agreement on Strategic Cooperation for Promoting the High Quality Development of Shanghai Civil Aviation in the New Era to speed up the construction of Shanghai International Shipping Center and Shanghai Aviation Hub. The Civil Aviation Administration will promote the expansion and structural optimization of Shanghai's airspace capacity and improve the time capacity and flight time supply of the two airports in Shanghai. Shanghai will strengthen the capacity building of air traffic control in East China and build a world-class airport cluster in the Yangtze River Delta with Shanghai Pudong Airport and Hongqiao Airport as its main axis. We believe that the main supply constraints of the current hub airport are not in the capacity of the land-side runway terminal building, and the shortage of empty side time is the biggest bottleneck. On the one hand, it is related to the active restrictions of the civil aviation bureau to ensure safety and punctuality, on the other hand, it is also related to the current overall level of air traffic control can not match the current policy requirements of efficient operation. The strategic cooperation between the Civil Aviation Administration and Shanghai is expected to open the bottleneck of capacity restriction from these two aspects, better play the role of Shanghai Airport hub, and ensure steady growth of business volume.