廣州空運(yùn)關(guān)于航空物流研究

廣州空運(yùn)物流有限公司是東航（上航）、國(guó)航、南航等航空公司直屬空運(yùn)代理企業(yè),本公司下設(shè)國(guó)內(nèi)空運(yùn)部、國(guó)際空運(yùn)部及快遞事業(yè)部等部門。屬空運(yùn)一級(jí)代理企業(yè)，專業(yè)從事國(guó)內(nèi)機(jī)場(chǎng)快遞、航空貨運(yùn)、公路卡班等運(yùn)輸，服務(wù)網(wǎng)絡(luò)遍及國(guó)內(nèi)各大中城市。

廣州空運(yùn)公司現(xiàn)位于廣州白云機(jī)場(chǎng)。經(jīng)過(guò)十幾年的發(fā)展成為獨(dú)具規(guī)模的航空物流企業(yè),集倉(cāng)儲(chǔ)、運(yùn)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(shí)間準(zhǔn)確為客戶提供優(yōu)質(zhì)、高效的服務(wù)。對(duì)貴公司的要求將竭盡全力, “至誠(chéng)至信、全心全意、方便快捷”是我公司一貫以來(lái)的經(jīng)營(yíng)理念.以客戶為中心以服務(wù)為根本，嚴(yán)格履行合同業(yè)務(wù)，維護(hù)貴司的合法權(quán)益，以換得貴司的信賴與支持！ 經(jīng)營(yíng)范圍：航空貨運(yùn) 航空快遞 公路卡班（如標(biāo)書 護(hù)照 展覽物品等） 海鮮冷凍品 寵物托運(yùn) 普通貨物空運(yùn)等！

航空物流研究的目的及意義 航空物流是以機(jī)場(chǎng)為主體，依托機(jī)場(chǎng)航線網(wǎng)絡(luò)及航空運(yùn)輸優(yōu)勢(shì)，借助現(xiàn)代信息技術(shù)，整合多種運(yùn)輸方式及相關(guān)資源，連接供給主體和需求主體，使原材料、產(chǎn)成品及相關(guān)信息從起點(diǎn)至終點(diǎn)有效流動(dòng)的過(guò)程。它將運(yùn)輸、倉(cāng)儲(chǔ)、裝卸、加工、整理、配送、信息和資金交換等方面有機(jī)結(jié)合，形成完整的服務(wù)供應(yīng)鏈，為用戶提供“一站式”、“門到門”服務(wù)為特征的一體化物流解決方案。與傳統(tǒng)航空貨運(yùn)相比，航空物流不僅要完成貨物的空中運(yùn)輸，而且還要參與物流運(yùn)作的傘過(guò)程，對(duì)物流運(yùn)作進(jìn)行總體設(shè)計(jì)和管理，因此，航空物流更加強(qiáng)調(diào)物流功能的整合和合作關(guān)系的協(xié)調(diào)。 上海航空物流是衡量一個(gè)國(guó)家或地區(qū)市場(chǎng)開放程度、經(jīng)濟(jì)發(fā)達(dá)程度和物質(zhì)交換便利程度的重要標(biāo)準(zhǔn)，它能夠有效地降低企業(yè)的綜合成本，有助于加快航空產(chǎn)業(yè)結(jié)構(gòu)的調(diào)整升級(jí)，從而有力地推動(dòng)內(nèi)外貿(mào)易的發(fā)展。隨著經(jīng)濟(jì)的快速發(fā)展和科技的進(jìn)步，物流產(chǎn)業(yè)作為現(xiàn)代經(jīng)濟(jì)中的一個(gè)新興的服務(wù)產(chǎn)業(yè)，其作為“第三利潤(rùn)源”所起的作用越來(lái)越大。 目前，我國(guó)航空物流業(yè)正處于傳統(tǒng)航空貨運(yùn)向現(xiàn)代物流轉(zhuǎn)變過(guò)程中。努力探索我國(guó)航空物流管理及運(yùn)營(yíng)模式，以及可持續(xù)發(fā)展的對(duì)策將具有重要的理論和現(xiàn)實(shí)意義。 競(jìng)爭(zhēng)的漩渦航空公司的貨運(yùn)業(yè)務(wù)專注于城市對(duì)機(jī)場(chǎng)與機(jī)場(chǎng)之間的航空貨物運(yùn)輸，航空運(yùn)輸因其快捷、安全而獲得競(jìng)爭(zhēng)優(yōu)勢(shì)。國(guó)民經(jīng)濟(jì)的穩(wěn)步增長(zhǎng)、經(jīng)濟(jì)全球化的逐步推進(jìn)、地區(qū)產(chǎn)業(yè)結(jié)構(gòu)的調(diào)整都給航空貨運(yùn)業(yè)帶來(lái)無(wú)限的機(jī)遇。而另一方面，航空公司間運(yùn)力投入的急速增加、貨運(yùn)代理人專業(yè)化程度的提高和經(jīng)營(yíng)規(guī)模的擴(kuò)大、客戶對(duì)航空貨運(yùn)服務(wù)要求越來(lái)越苛刻，都導(dǎo)致了航空貨運(yùn)業(yè)競(jìng)爭(zhēng)形勢(shì)的日趨惡化。

交通運(yùn)輸行業(yè)周報(bào)2019年第28期:快遞年中數(shù)據(jù)出爐,六月單量回升顯著

快遞年中數(shù)據(jù)出爐,六月單量增速近30%。郵政局發(fā)布2019年上半年郵政行業(yè)運(yùn)行情況,上半年快遞服務(wù)業(yè)務(wù)量累計(jì)完成277.6億件,同比增長(zhǎng)25.7%,業(yè)務(wù)收入累計(jì)完成3396.7億元,同比增長(zhǎng)23.7%;其中同城業(yè)務(wù)累計(jì)完成50.8億件,同比下降0.2%,異地業(yè)務(wù)量累計(jì)完成220.4億件,同比增長(zhǎng)33.9%,國(guó)際及港澳臺(tái)業(yè)務(wù)量累計(jì)6.3億件,同比增長(zhǎng)21.2%;快遞與包裹服務(wù)品牌集中度指數(shù)為81.7。整體看上半年快遞行業(yè)仍保持較快增速,其中618年中大促帶來(lái)六月數(shù)據(jù)超預(yù)期,單月業(yè)務(wù)量同比增長(zhǎng)29.1%,收入增長(zhǎng)26.5%,各電商平臺(tái)618仍保持了較快增速,從側(cè)面反映了快遞行業(yè)需求剛性較強(qiáng),受宏觀經(jīng)濟(jì)影響較小的特征。我們認(rèn)為,當(dāng)前快遞行業(yè)單量仍維持高速增長(zhǎng),單價(jià)下降整體上匹配成本降幅,價(jià)格戰(zhàn)幅度可控,行業(yè)集中度仍在向龍頭集中,市場(chǎng)增量與格局改善下估值修復(fù)仍可持續(xù),建議重點(diǎn)關(guān)注經(jīng)營(yíng)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(jìn)上?？沼驍U(kuò)容,時(shí)刻容量有望提升。日前民航局與上海市政府簽署《關(guān)于推進(jìn)新時(shí)代上海民航高質(zhì)量發(fā)展戰(zhàn)略合作協(xié)議》,加快上海國(guó)際航運(yùn)中心和上海航空樞紐建設(shè)。民航局將推進(jìn)上海空域容量擴(kuò)容和結(jié)構(gòu)優(yōu)化,提高上海兩機(jī)場(chǎng)時(shí)刻容量和航班時(shí)刻供給。上海將加強(qiáng)華東空管能力建設(shè),打造以上海浦東、虹橋兩機(jī)場(chǎng)為主軸的長(zhǎng)三角世界級(jí)機(jī)場(chǎng)群。我們認(rèn)為,當(dāng)前樞紐機(jī)場(chǎng)主要供給制約因素均不在陸側(cè)跑道航站樓等產(chǎn)能,空側(cè)時(shí)刻緊缺是最大瓶頸,一方面與民航局保障安全、準(zhǔn)點(diǎn)率等主動(dòng)限制有關(guān),另一方面也與當(dāng)前整體空管水平無(wú)法匹配當(dāng)前政策要求下的高效率運(yùn)轉(zhuǎn)有關(guān),本次民航局與上海市戰(zhàn)略合作有望從這兩方面打開產(chǎn)能限制瓶頸,更好的發(fā)揮上海機(jī)場(chǎng)樞紐作用,確保業(yè)務(wù)量穩(wěn)健增長(zhǎng)。

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.