同日，当地交通事务主管部门工作人员表示，事故已被立案调查。此外，有关部门也公开表示，已将货 机上的飞行资料记录器与驾驶舱通话记录器带回，目前飞机仍然留在当地，研判发动机受损严重。 据悉，此次事故被指可能是受到台风天气影响，侧风过大。南都记者注意到，8月13日，桃园机场公司 官网发布消息称，据公司统计，13日排定航班起降共计663班次，受台风"杨柳"影响取消64班次，包含 客运航班49班次及货运航班13班次。因天气原因转降或返航航班包括南方航空CZ3087航班回航深圳、 国泰航空CX466航班回航香港等。 （文章来源：南方都市报） 8月13日，台北桃园机场发生一起美国联合包裹运送服务公司（UPS）货机UPS061航班发动机触地事 件。14日，桃园机场公司公共事务处工作人员回应南都N视频记者称，事发当日23时38分已重新开放机 场北跑道。当地交通事务主管部门工作人员则表示，事故已被立案调查。据悉，事故被指受到台风天气 影响。桃园机场公司官网13日消息称，受台风影响已取消64次航班。 现场视频显示，8月13日晚20时左右，一架UPS货机降落桃园机场北跑道时，右侧第4号发动机疑似触碰 跑道，瞬间窜出火光。据称，事件未 ...

国泰航空可持续发展总经理张承恩表示，SAF的价格通常比传统航空燃料高约3至5倍。但在商业合作中 可以有不同的定价方式，国泰也在全球网络寻找最具竞争力的供应方案，而此次合作覆盖的三个地点就 具有相对价格优势。 编辑：左元 据悉，国泰航空提供的SAF将供从亚洲三个机场出发的国际航班使用，分别为首尔仁川国际机场、东京 成田国际机场和新加坡樟宜机场。相关航班由国泰旗下香港华民航空营运，主要为DHL提供快递货运 服务。合作预计可减少的温室气体排放量，相当于超过100趟由香港飞往新加坡的空中巴士A330货机航 班所产生的排放量。 DHL Express亚太区网路营运及航空高级副总裁Peter Bardens表示，航空业占集团排放量的90%，集团计 划在2050年实现净碳中和的目标。而今年SAF预计占公司燃料供应的6%，目标在2030年将占比提升至 30%。此次由国泰提供的2400吨SAF，预计可减少公司高达80%的温室气体排放。 转自：新华财经 新华财经香港8月13日电（记者林迎楠）国泰航空13日宣布与国际物流企业DHL建立可持续航空燃料 （SAF)合作伙伴关系，国泰将为DHL提供2400吨SAF，预计可减少约7190吨 ...

Group 1 - The core viewpoint of the article highlights the performance of the China Securities Hong Kong 100 Industrial Index, which has shown significant growth over various time frames, including a 6.35% increase in the past month, a 16.03% increase in the past three months, and a 15.30% increase year-to-date [1] - The index is categorized based on the China Securities industry classification standards, with a base date of December 31, 2004, and a base point of 1000.0 [1] - The index is fully composed of securities listed on the Hong Kong Stock Exchange, indicating a complete focus on this market [1] Group 2 - The index's holdings are primarily concentrated in the express delivery sector, which accounts for 58.50% of the index, followed by comprehensive logistics at 10.56%, industrial group enterprises at 10.33%, commercial vehicles at 7.78%, shipping at 7.51%, and air transportation at 5.32% [1] - The index samples are adjusted biannually, with adjustments occurring on the next trading day after the second Friday of June and December each year [2] - Weight factors are generally fixed until the next scheduled adjustment, with provisions for temporary adjustments in special circumstances, such as changes in the parent index or significant events affecting sample companies [2]

Shipping Data - Global container freight index CCFI reported at 1200.73 points, down 2.56% month-on-month[5] - Shanghai Container Freight Index (SCFI) at 1489.68 points, down 3.94% month-on-month[5] - Ningbo Container Freight Index (NCFI) at 1053.86 points, down 3.11% month-on-month[5] Air Freight Data - Global air cargo index BAI reported at 2071 points, up 2.17% month-on-month[5] - BAI30 at 3460 points, up 2.06% month-on-month[5] - BAI80 at 4455 points, up 0.84% month-on-month[5] Market Trends - SCFI has declined for nine consecutive weeks, with significant drops in the US West and East routes, at 9.8% and 10.7% respectively[19] - FedEx increased import handling fees from $1.5 to $2.5 per package, a 67% increase, effective August 18[13] - UPS will implement new dimensional weight pricing rules, tightening thresholds for additional fees[13] Cross-Border E-commerce Developments - Temu shifts focus to the European market as US tax policies impact growth, with GMV in Europe surpassing that in the US[15] - Trump plans to impose a 250% tariff on semiconductor and pharmaceutical products, potentially impacting trade dynamics[15]

格隆汇8月12日｜据南华早报，国泰航空(0293.HK)连续两季向机舱服务员提供为期3个月自愿无薪假， 为疫情后首次。一份内部备忘录显示，公司通知香港的机舱服务员，现已开放今年第四季度无薪假的申 请。国泰此次安排是在今年7月至9月首次提供最多3个月无薪假之后推出。国泰发言人表示，为让机舱 服务员有更大灵活性以满足个人需求，特别是在年终节日季即将来临之际，开放为期最多3个月的自愿 无薪假申请。 来源：格隆汇APP ...

Core Viewpoint - Cathay Pacific has placed an order for 14 Boeing 777-9 aircraft, valued at approximately $8.1 billion, marking its first purchase from Boeing in 12 years, aimed at modernizing its fleet and meeting increased capacity demands at Hong Kong International Airport [1][2]. Group 1: Aircraft Order and Fleet Modernization - The new order will help replace Cathay Pacific's aging Boeing 777 fleet and increase its total orders for the Boeing 777X series to 35 aircraft, making it the third-largest customer for this model globally [1][2]. - Cathay Pacific had previously expressed interest in acquiring 21 Boeing 777-9X aircraft in December 2013, with initial delivery expected between 2021 and 2024, but delays in development have pushed the timeline to 2027 [1][2]. Group 2: Market and Financial Implications - Following the announcement of the aircraft purchase, Cathay Pacific's stock price fell over 10% on August 6, closing at HKD 10.85, a decline of 9.66% [3][5]. - Morgan Stanley has revised its profit forecasts for Cathay Pacific downwards for 2025 to 2027, reflecting a 12.3% drop in passenger yield in the first half of 2025, despite strong demand for business class [4]. - JPMorgan Chase downgraded Cathay Pacific's stock rating from "neutral" to "underweight," setting a target price of HKD 8.2, while the company anticipates a decrease in ticket prices in the second half of the year due to increased capacity [5].

《中国民航报》、中国民航网 记者胡夕姮 报道：近日，国泰航空重启香港至比利时布鲁塞尔直飞航线，每周4班。 国泰航空顾客及商务总裁刘凯诗表示："我们很高兴重返布鲁塞尔。航班时间为两地旅客带来绝佳便利，无论是前往布鲁塞尔或香港，他们抵达后都可以精 神饱满地迎接一整天的活动。"作为服务欧洲市场逾40年的航空公司，国泰航空今年已新增罗马、慕尼黑、布鲁塞尔三个航点，进一步缩短了亚洲与欧洲的 时空距离。 该航线采用空客A350-900客机运营，配备含平卧睡床的商务舱、宽敞的特选经济舱和舒适的经济舱，所有旅客均可享受全球领先的机上娱乐系统和高速无 线网络服务，其中商务舱旅客及国泰钻石卡会员可免费使用机上无线网络服务。航班时间安排如下：CX291航班每周一、三、五、日23:50从香港起飞，次 日07:20抵达布鲁塞尔；返程CX294航班每周一、二、四、六13:25从布鲁塞尔起飞，次日06:55抵达香港。 | 航班编号 | 出发地 | 目的地 | 起飞时间 | 抵达时间 | | --- | --- | --- | --- | --- | | CX291 | 香港(HKG) | 布鲁塞尔 (BRU) | 23:50 | 07:2 ...

Core Viewpoint - Morgan Stanley has set a target price of HKD 10.8 for Cathay Pacific Airways (00293) and maintains a "market perform" rating, highlighting uncertainties in both passenger and cargo operations while emphasizing management's commitment to restoring capacity and optimizing network and cost efficiency to maximize profitability [1] Group 1: Passenger Business - Management indicated that the demand for new passenger routes will take 12 to 24 months to mature [1] - The company is focused on restoring capacity and optimizing its network to enhance profitability [1] Group 2: Cargo Business - The cargo business is expected to remain strong in the first half of 2025 due to initial demand and the company's flexibility in adjusting routes based on demand dynamics [1] - Despite the current strength, the cargo segment still faces uncertainties [1] Group 3: Dividend Policy - The company maintains a dividend payout ratio of 50% [1]

Core Viewpoint - Morgan Stanley has set a target price of HKD 10.8 for Cathay Pacific Airways (00293) and assigned a "Market Perform" rating, highlighting uncertainties in both passenger and cargo operations while emphasizing management's commitment to restoring capacity and improving cost efficiency to maximize profitability [1] Group 1: Passenger Business - Management indicated that the demand for new passenger routes will take 12-24 months to mature [1] - The company is focused on optimizing its network and improving cost efficiency to enhance profitability [1] Group 2: Cargo Business - The cargo business has shown strength in the first half of 2025 due to initial demand and the company's flexibility in adjusting routes based on dynamic demand [1] - Despite the current strength, the cargo segment still faces uncertainties [1] Group 3: Dividend Policy - The company has maintained a dividend payout ratio of 50% [1]

Core Viewpoint - Cathay Pacific announced its 2025 H1 results, achieving a net profit of HKD 3.651 billion, a year-on-year increase of 1.1%, in line with expectations [1] Group 1: Financial Performance - The group reported a 9.5% year-on-year increase in revenue, reaching HKD 54.309 billion [1][3] - The adjusted net profit after excluding non-recurring items was HKD 3.832 billion, showing a slight decline year-on-year [1][3] - Passenger revenue accounted for 69% of total revenue, increasing by 12.7% year-on-year, while cargo revenue decreased to 23%, growing by 1.2% [3] Group 2: Capacity and Utilization - The group experienced significant growth in capacity and traffic, with ATK increasing by 15.9% and RTK by 18.1% year-on-year [2] - The passenger load factor improved by 2.4 percentage points, with passenger traffic rising by 27.8% [2] - Aircraft utilization increased by 20%, reaching an average of 10.8 hours [3] Group 3: Cost and Efficiency - Total costs increased by 10.7% year-on-year, but unit costs per ATK decreased by 4.1% [3] - The company announced a mid-year dividend of HKD 0.20 per share, totaling HKD 1.288 billion, with a payout ratio reduced to 35% from 46% in 2024 [3] Group 4: Fleet Expansion - As of 2025 H1, the fleet consisted of 234 aircraft, with an order for 14 additional Boeing 777-9 aircraft, bringing the total order for this model to 35 [4] - The new aircraft are expected to be delivered starting in 2034, indicating ongoing fleet optimization [4] Group 5: Investment Outlook - The company is expected to maintain high profitability levels, with a projected net profit of HKD 7.792 billion for 2025, down from a previous forecast of HKD 9.008 billion [4] - The PE ratios for 2025-2027 are projected to be 8.7x, 6.9x, and 6.2x, significantly below the industry average [4]