廣州空運關于航空物流研究

廣州空運物流有限公司是東航（上航）、國航、南航等航空公司直屬空運代理企業,本公司下設國內空運部、國際空運部及快遞事業部等部門。屬空運一級代理企業，專業從事國內機場快遞、航空貨運、公路卡班等運輸，服務網絡遍及國內各大中城市。

廣州空運公司現位于廣州白云機場。經過十幾年的發展成為獨具規模的航空物流企業,集倉儲、運輸、配載、配送、包裝、裝卸等為一體的公司。公司配有專門的提送貨車輛，保證時間準確為客戶提供優質、高效的服務。對貴公司的要求將竭盡全力, “至誠至信、全心全意、方便快捷”是我公司一貫以來的經營理念.以客戶為中心以服務為根本，嚴格履行合同業務，維護貴司的合法權益，以換得貴司的信賴與支持！ 經營范圍：航空貨運 航空快遞 公路卡班（如標書 護照 展覽物品等） 海鮮冷凍品 寵物托運 普通貨物空運等！

航空物流研究的目的及意義 航空物流是以機場為主體，依托機場航線網絡及航空運輸優勢，借助現代信息技術，整合多種運輸方式及相關資源，連接供給主體和需求主體，使原材料、產成品及相關信息從起點至終點有效流動的過程。它將運輸、倉儲、裝卸、加工、整理、配送、信息和資金交換等方面有機結合，形成完整的服務供應鏈，為用戶提供“一站式”、“門到門”服務為特征的一體化物流解決方案。與傳統航空貨運相比，航空物流不僅要完成貨物的空中運輸，而且還要參與物流運作的傘過程，對物流運作進行總體設計和管理，因此，航空物流更加強調物流功能的整合和合作關系的協調。 上海航空物流是衡量一個國家或地區市場開放程度、經濟發達程度和物質交換便利程度的重要標準，它能夠有效地降低企業的綜合成本，有助于加快航空產業結構的調整升級，從而有力地推動內外貿易的發展。隨著經濟的快速發展和科技的進步，物流產業作為現代經濟中的一個新興的服務產業，其作為“第三利潤源”所起的作用越來越大。 目前，我國航空物流業正處于傳統航空貨運向現代物流轉變過程中。努力探索我國航空物流管理及運營模式，以及可持續發展的對策將具有重要的理論和現實意義。 競爭的漩渦航空公司的貨運業務專注于城市對機場與機場之間的航空貨物運輸，航空運輸因其快捷、安全而獲得競爭優勢。國民經濟的穩步增長、經濟全球化的逐步推進、地區產業結構的調整都給航空貨運業帶來無限的機遇。而另一方面，航空公司間運力投入的急速增加、貨運代理人專業化程度的提高和經營規模的擴大、客戶對航空貨運服務要求越來越苛刻，都導致了航空貨運業競爭形勢的日趨惡化。

交通運輸行業周報2019年第28期:快遞年中數據出爐,六月單量回升顯著

快遞年中數據出爐,六月單量增速近30%。郵政局發布2019年上半年郵政行業運行情況,上半年快遞服務業務量累計完成277.6億件,同比增長25.7%,業務收入累計完成3396.7億元,同比增長23.7%;其中同城業務累計完成50.8億件,同比下降0.2%,異地業務量累計完成220.4億件,同比增長33.9%,國際及港澳臺業務量累計6.3億件,同比增長21.2%;快遞與包裹服務品牌集中度指數為81.7。整體看上半年快遞行業仍保持較快增速,其中618年中大促帶來六月數據超預期,單月業務量同比增長29.1%,收入增長26.5%,各電商平臺618仍保持了較快增速,從側面反映了快遞行業需求剛性較強,受宏觀經濟影響較小的特征。我們認為,當前快遞行業單量仍維持高速增長,單價下降整體上匹配成本降幅,價格戰幅度可控,行業集中度仍在向龍頭集中,市場增量與格局改善下估值修復仍可持續,建議重點關注經營狀況邊際改善、估值水平較低的申通快遞、圓通速遞。
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.

民航局推進上海空域擴容,時刻容量有望提升。日前民航局與上海市政府簽署《關于推進新時代上海民航高質量發展戰略合作協議》,加快上海國際航運中心和上海航空樞紐建設。民航局將推進上海空域容量擴容和結構優化,提高上海兩機場時刻容量和航班時刻供給。上海將加強華東空管能力建設,打造以上海浦東、虹橋兩機場為主軸的長三角世界級機場群。我們認為,當前樞紐機場主要供給制約因素均不在陸側跑道航站樓等產能,空側時刻緊缺是最大瓶頸,一方面與民航局保障安全、準點率等主動限制有關,另一方面也與當前整體空管水平無法匹配當前政策要求下的高效率運轉有關,本次民航局與上海市戰略合作有望從這兩方面打開產能限制瓶頸,更好的發揮上海機場樞紐作用,確保業務量穩健增長。

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.