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date
02/07/2025
The French Civil Aviation Authority stated that due to the nationwide strike alert from air traffic controllers, airlines have been requested to reduce 25% of flights at Paris airports on July 3rd.
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3 m ago
The CITIC Securities research report pointed out that by 2025, top express delivery companies will focus more on increasing market share, taking into consideration multiple factors. Price competition in the industry from January to May has intensified year on year, but there is a bottom to future declines. Exploring the growth in the express delivery market segment, attention is on companies with clear competitive barriers in the domestic and Southeast Asian markets and strong growth in profits. In mid-June, SF Holding's shareholder meeting emphasized "activating operational mechanisms" and "deepening solution transformation" as core directions for organizational reform and expected turning point in business cycles to drive high volume growth for the company while maintaining a certain level of profit margin improvement. Jitu's cost advantage in the Southeast Asian market will continue to deliver on the strategy of "increasing market share + optimizing the landscape." Winning the "last mile," and the application of intelligence and automation will drive the express delivery industry towards cost reduction and embrace a new revolution compared to the traditional model, where the self-purchasing or leasing of unmanned vehicle models is expected to reduce costs by 0.1-0.2/0.04 yuan per ticket. If a certain level of price competition intensity is maintained in the key competitive stage, profitability, capital expenditure, and product scale differentiation will accelerate network competitiveness. If the "anti-squandering" policy is further effective, pressure on profits from franchisees to headquarters will be significantly relieved, paying attention to the bottom layout timing of Tongda Express, the industry leader.
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