The main target groups of the express ecosystem: (investors, private equity funds, brokerage institutions, local government decision-makers, express regulatory departments, express delivery operators, media practitioners, express upstream and downstream operators, franchise network owners, express logistics practitioners with an annual salary of more than 300,000 yuan)
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| Express Ecosystem Investment Group
On April 23, China Eastern Airlines Logistics released its 2023 financial report, which showed that the company's operating income in 2023 was 20.621 billion yuan, a year-on-year decrease of 12.14%, of which the main business income was 20.610 billion yuan, a year-on-year decrease of 12.13%, and the company's main business achieved a gross profit of 4.433 billion yuan, a year-on-year decrease of 31.76%, and a comprehensive gross profit margin of 21.51%, a year-on-year decrease of 6.18 percentage points.
Income structure
In terms of air express, from the perspective of revenue, the air freight market has gradually recovered to a new normal stage, the supply and demand structure of the industry has undergone profound changes, and the freight rate has declined sharply; the company has steadily increased and optimized the transportation capacity, and strived to improve the daily utilization rate of aircraft, enhanced the linkage of passenger and cargo aircraft, and dug deep into the potential of cargo supply, the total turnover of cargo and mail transportation increased by 18.80% year-on-year, and under the influence of the above factors, the revenue decreased by 31.37% year-on-year. From the cost side, with the gradual withdrawal of passenger-to-cargo conversion, the investment in full cargo aircraft capacity has increased, the operating costs such as aviation fuel, ground service fees, and take-off and landing fees have increased, the transportation service price of passenger aircraft cargo business has decreased, and the cost of air express transportation has decreased by 20.38% year-on-year. During the reporting period, the air express segment achieved a gross profit margin of 24.58%, a year-on-year decrease of 10.41 percentage points.
Due to the low base of the previous year, the cargo and mail handling volume recovered steadily during the reporting period, with a year-on-year increase of 9.04%, and at the same time, it gave full play to the advantages of cold storage and equipment resources of the cargo station, and provided customers with value-added services such as temperature-controlled warehousing services and cold chain services for transit and short barges, so as to improve the level of revenue. From the cost side, labor costs decreased year-on-year during the reporting period, and the expenditure on epidemic prevention expenses decreased compared with the previous year. During the reporting period, the gross profit margin of ground comprehensive services was 40.48%, an increase of 21.97 percentage points year-on-year.
In terms of integrated logistics solutions, the company gave full play to its resource advantages such as air transportation and ground cargo terminal operation, strengthened direct customer marketing, firmly grasped the opportunity of rapid growth in cross-border e-commerce demand, continued to deepen the layout of the fresh cold chain field, and provided customers with stable, safe and fast delivery integrated logistics solutions. During the reporting period, the main business income of the integrated logistics solutions segment was 9.125 billion yuan, a year-on-year increase of 16.74%, and the gross profit margin was 13.52%, a year-on-year decrease of 4.54 percentage points in the case of a sharp decline in air freight rates.
It has 14 B777 freighters
Introduced 3 B777 freighters through financial leasing, completed the surrender of 2 B777 freighters, and carried out the disposal of 2 B747 freighters. As of the end of the reporting period, the company operated 14 B777 freighters, with an average age of only 3.5 years.
The latest shareholder structure
Expenses and cash flow
Management expenses and sales expenses decreased by 18.88% and 17.43% year-on-year, and the total proportion of the two expenses in operating income decreased by 0.20 percentage points year-on-year; the company comprehensively promoted the use of EOS new cargo station business system, increased investment in information construction, and R&D expenses were 30.0259 million yuan, an increase of 29.45% year-on-year; financial expenses increased by 30.24% year-on-year due to the increase in interest expenses caused by the introduction of new financial leasing aircraft.
In terms of ground comprehensive services, Shanghai Airport consolidated its leading position in ground operations, deepened the empowerment of science and technology to reduce costs and increase efficiency, and steadily promoted the second phase of the cargo terminal in the western area of Pudong Airport. In terms of integrated logistics solutions, we strengthened direct customer marketing, concentrated superior resources to serve core customers such as leading cross-border e-commerce platforms, actively developed direct customers in subdivided fields such as new energy vehicles, high-tech products, and aviation materials, and made every effort to build a fresh express transportation network, and promoted the business layout of fresh ports in Shanghai, Ningbo, Ezhou, and Chengdu, and rapidly increased the trade business of imported fresh products.
With the main responsibility and main business of "air cargo" as the strategic development goal and the source of its establishment, China Eastern Airlines Logistics comprehensively improves the capacity building of "port to port", extends and expands the end-to-end solution business through "self-development + leveraged development", and takes "safe and reliable, efficient operation, high-quality service, cost leadership, and strong control" as the high-quality development goal, so as to build a first-class air cargo logistics enterprise with international competitiveness and a "single champion" in the field of air cargo logistics. At the same time, the company's own strategic development will be combined with the national strategy and regional economic development, and efforts will be made in key areas such as major national projects, overseas infrastructure layout, strengthening the industrial chain and supplementing the chain, and the construction of Shanghai International Shipping Center and Free Trade Zone, so as to accelerate the construction of air transport super carriers and air logistics "national teams", help build an independent and controllable industrial chain and supply chain, and realize the long-term corporate social value of benefiting the country, making up for shortcomings, strengthening functions and benefiting the long-term.
Express ecosystem
It has been settled on the following platforms
雪球 | 同花顺 | 东方财富 | 富途|格隆汇
微博 | 今日头条 | 知乎 | 企鹅号
抖音 | 小红书|快手|视频号|喜马拉雅
Twitter|ins|YouTube|Station B
Recently, the stock market continues to fluctuate, some criminals illegally make profits, harming the legitimate rights and interests of investors, I will increase the supervision of trading behavior, enrich the means of clue screening, make overall arrangements for special verification, strengthen the "penetrating" transaction monitoring, use multi-dimensional technical means to collect market intelligence, and carry out joint research and judgment with the Ministry of Public Security, and find a number of cases suspected of manipulating the market and malicious shorting.
An illegal gang controlled more than 100 securities accounts to manipulate a certain stock, used continuous pulling, reverse trading and other methods to affect the stock price, and then waited for the opportunity to clear the stock and smash the shipment, resulting in a flash crash and continuous decline in the price of individual stocks, with a total of 2.7 billion yuan sold and an illegal profit of about 130 million yuan.
The actual controller of an investment institution manipulated the prices of more than 20 stocks by suppressing stock prices, absorbing chips at a low level, and continuously pulling up, resulting in rapid fluctuations in the prices of individual stocks, and even extreme markets such as "sky flooring" within a day, from which the transaction illegally profited 140 million yuan.
A certain lawbreaker took advantage of his capital advantage and used hundreds of millions of yuan to frequently make false declarations for many futures products on the futures exchange, creating a false impression of trading, deceiving other investors, and taking the opportunity to sell them for a profit of more than 4,000 yuan.
The China Securities Regulatory Commission (CSRC) insists on responding quickly and resolutely investigating and dealing with illegal acts that affect the stable operation of the stock market and harm the legitimate rights and interests of investors.
Manipulating the market to maliciously short-sell, seriously eroding the people's "money bags", has stood on the opposite side of all stockholders, disrupting the normal rhythm of the healthy and stable operation of the stock market. The China Securities Regulatory Commission will maintain a high-pressure posture of "zero tolerance", resolutely crack down, and let those who dare to illegally manipulate and maliciously short sellers "go bankrupt and sit in prison". In this warning, don't defy the law and take the chestnut from the fire.
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The main target groups of the express ecosystem: (investors, private equity funds, brokerage institutions, local government decision-makers, express supervision departments, express logistics operators, media practitioners, express logistics upstream and downstream operators, franchise network owners, express logistics practitioners with an annual salary of more than 300,000 yuan.
illustrate
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