中国民航网讯：春运保障时间过半，连日来，东航物流各营销大区充分发挥整合后的协同合力，与属地 单位深度联动，积极落实东航集团"客货并举、客货联动、客货一体"战略部署，以"保障不停、干劲不 减"的姿态，持续全力投入春运货邮保障工作。 东航物流全力保障春运 新春之际，长三角地区制造业企业备货与出货进入高峰期。东航物流华东分公司以"云枢华东，智仓速 达"为目标，顺利完成南京、宁波两地货物经昆山前置货站中转，通过"异地集货—前置操作—空侧直 驳"，在昆山完成安检、通关协同及收单截载等关键环节，由专属车辆直驳上海货站待装出运，有效实 现了"把机场搬到产业身边"的产品化落地。 而在华南，2月15日，东航物流旗下中货航的波音777F宽体全货机从深圳启航，飞往沙特阿拉伯利雅 得，标志着深圳至利雅得全货机包机首航任务圆满完成。这是东航物流深耕中东市场、完善全球航线网 络的关键布局，将进一步畅通华南与中东地区的航空货运通道。 在华北地区，针对客户的客机腹舱包机运输需求，东航物流华北分公司克服腹舱货物集中、操作窗口紧 凑等挑战，启用"高价值货物绿色收运通道"，实现航班落地即收运、货物交付零延误，以高效协同保障 物流畅通。（编辑：陈虹 ...

Group 1 - The core viewpoint of the article highlights the peak shipping season for fresh-cut flowers in Yunnan due to the overlap of the Spring Festival and Valentine's Day, with a focus on meeting domestic and international demand for festive flowers [1][2] Group 2 - The characteristics of flower transportation during this period include tighter timelines, smaller batch sizes, and higher quality requirements, with key flower varieties like roses, lilies, and carnations being shipped from Yunnan to various domestic and international markets, including Singapore, Kuala Lumpur, and Dubai [2] - Eastern Airlines Logistics Southwest Branch has proactively planned and dynamically optimized capacity allocation, coordinating passenger flights to manage cargo space and flexibly adjusting flight schedules to ensure sufficient transport capacity [2] - The on-site support team has established dedicated green channels for flowers and express shipments, increased collection windows, and optimized the entire process from receiving, security checks, to loading, ensuring rapid warehousing, priority loading, and timely departures [2] - Strict adherence to light loading and unloading protocols by operational staff maximizes the freshness of the flowers, while enhancing sorting efficiency and precise matching of cargo space ensures timely delivery of the flowers [2]

Group 1 - The core point of the news is that Eastern Airlines Logistics plans to acquire a 49% stake in Shanghai Eastern Airlines Supply Chain Management Co., Ltd. for approximately 200 million yuan, aiming for full ownership to enhance operational efficiency in the aviation materials supply chain [1] Group 2 - In the past week, Eastern Airlines Logistics' stock price has shown a fluctuating upward trend with a range increase of 2.94%. On February 9, the stock rose by 3.20% due to the acquisition news, with significant trading volume [2] - The latest closing price on February 11 was 19.23 yuan, reflecting a daily increase of 1.37%, although there was a net outflow of main funds, indicating short-term capital divergence [2] - The stock has outperformed related sectors during the same period [2] Group 3 - Institutional views on Eastern Airlines Logistics are neutral, with a comprehensive target price set at 20.30 yuan, indicating potential upside from the current price [3] - Profit forecasts suggest a slight increase in net profit for 2025, with an expected acceleration in growth for 2026, primarily driven by the efficiency improvements from the integration of the aviation materials supply chain [3] - Recent institutional ratings have been predominantly neutral [3]

Core Viewpoint - Eastern Airlines Logistics has initiated its Spring Festival supply guarantee operations, focusing on the smooth circulation of essential goods and festive products during the 2026 Spring Festival, with an average daily cargo handling volume exceeding 7,000 tons in Shanghai alone during the first week of the Spring Festival [1]. Group 1 - Eastern Airlines Logistics has dynamically optimized capacity allocation to meet the demand for festive goods transportation, ensuring that capacity matches market needs through measures such as charter flights and flight adjustments [2]. - Safety is prioritized in operations, with the company implementing a series of measures including aircraft airworthiness management, weather warning systems, and strict operational monitoring to establish a robust safety defense for holiday supplies [2]. - The company has enhanced personnel and facility support to ensure efficient last-mile delivery of festive goods, optimizing workforce scheduling and completing key facility maintenance in advance [2]. Group 2 - Regional branches of Eastern Airlines Logistics have tailored their logistics services to meet local specialty goods and essential needs, such as upgrading the "land-to-air" model in North China to facilitate the distribution of fresh produce [3]. - The Southwest branch has established a temporary storage area and priority channel for flowers to minimize ground handling time, while the South China branch has reinforced temperature control to maintain the quality of aquatic products [3]. - These logistics initiatives collectively contribute to the efficient delivery of regional specialties and festive flavors across the country, supporting the concept of a "flowing China" through a reliable logistics network [3].

Core Viewpoint - Eastern Airlines Logistics North China Branch is actively ensuring smooth air transportation of goods during the Spring Festival travel rush, implementing comprehensive supply guarantee mechanisms and innovative logistics solutions [1][2] Group 1: Operational Strategies - The company has organized a special mobilization meeting to detail supply guarantee plans and enhance production organization and inter-departmental collaboration [1] - A multi-modal transport model, "land-to-air," has been innovatively upgraded to expand service coverage and improve logistics efficiency [1] Group 2: Service Expansion - The logistics branch is consolidating its supply base from Inner Mongolia for beef and lamb while linking with western regions like Urumqi and Lanzhou to efficiently transport high-quality fresh produce to major hubs like Beijing and Taiyuan [1] - The establishment of a fresh logistics channel combining "high-quality western sources + efficient North China transfer" is aimed at ensuring timely delivery of diverse products to consumers [1] Group 3: Supply Chain Efficiency - The new Spring Festival supply guarantee mechanism has been fully activated, ensuring seamless coordination across all stages from market sales to cold chain transportation and flight loading [1] - The logistics branch has successfully delivered fresh seafood from coastal cities to Harbin and premium beef and lamb from the northwest to Jiangnan, showcasing its professional support [1]

Core Viewpoint - China Eastern Airlines Corporation Limited (00670) announced the transfer of 49% equity stake in Eastern Airlines Supply Chain from its wholly-owned subsidiary, Eastern Airlines Import and Export, to Eastern Airlines Logistics (601156) for approximately RMB 199.8 million, which will enhance the company's focus on its core aviation business [1] Group 1 - The equity transfer will result in Eastern Airlines Supply Chain becoming a wholly-owned subsidiary of Eastern Airlines Logistics [1] - The company aims to leverage the advantages of Eastern Airlines Logistics in the field of aviation material supply chain transportation and management [1] - This transaction is expected to provide more efficient and high-quality aviation material supply chain management and logistics support services for the company [1]

证券代码：601156 证券简称：东航物流 公告编号：临2026-002 东方航空物流股份有限公司 关于收购东航供应链 49%股权暨关联交易的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： 东方航空物流股份有限公司（以下简称"公司"或"东航物流"）与东方 航空进出口有限公司（以下简称"东航进出口"）于 2026 年 2 月 9 日签署股权转 让协议，公司收购东航进出口持有的上海东航供应链管理有限公司（以下简称"东 航供应链"）49%股权，交易对价为 19,984.65 万元。本次股权收购完成后，公司 持有东航供应链的股权比例将从 51%增加至 100%，不会导致公司合并报表范围发 生变更。 中国东方航空集团有限公司（以下简称"中国东航集团"）为公司控 股股东、实际控制人，东航进出口为中国东航集团间接控股的企业，根据《上 海证券交易所股票上市规则》（以下简称《上市规则》）的相关规定，东航进 出口为公司关联方。本次交易构成关联交易，不构成重大资产重组。 本次交易已经公司第三届董事会 2025 年第 4 次例会 ...

Core Viewpoint - Eastern Airlines Logistics (601156.SH) aims to enhance operational efficiency and synergy in its supply chain business by acquiring a 49% stake in Shanghai Eastern Airlines Supply Chain Management Co., Ltd. from Eastern Airlines Import and Export Co., Ltd. for 200 million yuan, increasing its ownership from 51% to 100% [1] Group 1: Business Integration - The acquisition is part of a strategy to integrate business resources effectively, focusing on "air transportation + aviation material logistics" [1] - The transaction is expected to improve the operational efficiency and collaborative level of the aviation material supply chain business [1] Group 2: Company Profile - Shanghai Eastern Airlines Supply Chain Management Co., Ltd. specializes in supply chain services for aviation materials, including engines, and is a designated logistics solution provider for major airlines [1] - The main business activities of Eastern Airlines Supply Chain include warehousing, operational services, domestic air transport, less-than-truckload services, international air transport, and dedicated vehicle transportation [1]

Group 1 - The company announced on February 9 that it signed a share transfer agreement with Eastern Airlines Import and Export Co., Ltd. to acquire a 49% stake in Shanghai Eastern Airlines Supply Chain Management Co., Ltd. for a transaction price of 199.8465 million yuan [1] - Following the completion of this share acquisition, the company's ownership in Eastern Airlines Supply Chain will increase from 51% to 100%, and this will not result in any changes to the company's consolidated financial reporting scope [1] - This transaction is classified as a related party transaction and does not constitute a major asset restructuring [1]

Core Viewpoint - China Eastern Airlines announced that its subsidiary, China Eastern Import and Export, has signed a share transfer agreement with China Eastern Logistics, a subsidiary of its controlling shareholder, China Eastern Group. The agreement involves the transfer of a 49% stake in Shanghai Eastern Airlines Supply Chain Management Co., Ltd. for approximately 200 million yuan. Following the transaction, China Eastern Import and Export will no longer hold any equity in the supply chain company, which will become a wholly-owned subsidiary of China Eastern Logistics. This transaction is classified as a related party transaction and does not constitute a major asset restructuring [1]. Group 1 - The share transfer agreement involves a 49% stake in Shanghai Eastern Airlines Supply Chain Management Co., Ltd. [1] - The transaction price is approximately 200 million yuan [1] - After the transaction, China Eastern Import and Export will not hold any equity in the supply chain company [1] Group 2 - Shanghai Eastern Airlines Supply Chain Management Co., Ltd. will become a wholly-owned subsidiary of China Eastern Logistics [1] - The transaction is classified as a related party transaction [1] - The transaction does not constitute a major asset restructuring [1]