货运航空公司向物流集成商转型问题浅析——基于航空物流产业主要环节的竞争力分析  

Research on the Transformation of Cargo Airlines into Logistics Integrators——-Based on Competitiveness Analysis of Aviation Logistics Industry Chain

作　　者：李昊燃 LI Haoran(China Academy of Civil Aviation Science and Technology,Beijing 100028,China)

机构地区：[1]中国民航科学技术研究院,北京100028

出　　处：《民航学报》2024年第6期18-23,共6页Journal of Civil Aviation

基　　金：中国民航科学技术研究院基本科研业务费专项资金(X232060302552,政府性基金改革背景下民航发展基金征收期限研究)。

摘　　要：航空货运与物流产业融合发展,是航空货运高质量发展的重要路径,也是《“十四五”民用航空发展规划》提出的具体任务。截至2023年底,我国三大航物流公司均已完成混合所有制改革,开始向物流集成商转型,但物流业务发展并不顺利。本文引用波特竞争力分析和产业微笑曲线理论,建立航空物流产业主要环节的竞争力分析模型,剖析货运航空公司转型困难的实质原因,并就我国如何提高航空货运产业竞争力、推动向物流集成商转型提出政策建议和发展对策。The integrated development of air cargo transport and the logistics industry is an important path for the high-quality development of air cargo,and a specific task proposed in the“Civil Aviation Development Plan for the 14th Five-Year Plan Period”.By the end of 2023,Air China Cargo,China Eastern Air Logistics,China Southern Cargo Airlines have all completed the mixed ownership reform and begun to transform themselves into logistics integrators,but the development of their logistics business is not smooth.Based on Porter 5 force analysis and industrial smiling curve theory,this paper establishes the vertical competitiveness analysis model of air logistics industry chain,analyzes the essential reasons for the difficulty in transformation of cargo airlines,and puts forward policy suggestions and development countermeasures on how to improve the competitiveness of China's air cargo industry and promote the transformation into logistics integrators.

关 键 词：航空物流 产业竞争力分析 波特五力模型 产业微笑曲线 

分 类 号：F562.3[经济管理—产业经济]