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港股异动 | 航空股涨幅居前 机构称寒假或利好春运旺季提前 油汇利好有望延续
Zhi Tong Cai Jing· 2026-01-19 01:55
Core Viewpoint - The aviation sector is experiencing significant stock price increases, driven by positive forecasts for passenger transport during the upcoming Spring Festival travel season in 2026 [1] Group 1: Stock Performance - Eastern Airlines (00670) shares rose by 7.66%, trading at HKD 5.62 [1] - Southern Airlines (01055) shares increased by 4.68%, trading at HKD 5.82 [1] - Air China (00753) shares grew by 3.18%, trading at HKD 7.13 [1] - Cathay Pacific (00293) shares saw a modest rise of 0.66%, trading at HKD 12.29 [1] Group 2: Passenger Transport Forecast - The Spring Festival travel period in 2026 is set to begin on February 2 and end on March 13 [1] - The predicted passenger transport volume for the 40-day Spring Festival is expected to reach 95 million, averaging 2.375 million passengers per day, which represents a year-on-year growth of 5.3% [1] Group 3: Market Demand Insights - A report from Zhongtai Securities indicates that the later timing of the Spring Festival this year may lead to varied return travel patterns among different demographics [1] - The ongoing winter break for universities is expected to boost travel demand among students [1] - Short-term favorable conditions in oil and exchange rates, combined with the "anti-involution" trend and the Spring Festival holiday, are likely to enhance the aviation sector's volume and pricing outlook [1]
航空股涨幅居前 机构称寒假或利好春运旺季提前 油汇利好有望延续
Zhi Tong Cai Jing· 2026-01-19 01:50
Group 1 - The core viewpoint of the article highlights a significant increase in airline stocks, with Eastern Airlines rising by 7.66%, Southern Airlines by 4.68%, Air China by 3.18%, and Cathay Pacific by 0.66% [1] - The 2026 Spring Festival travel season is set to begin on February 2 and end on March 13, with an expected passenger volume of 95 million over the 40 days, averaging 2.375 million passengers per day, representing a year-on-year growth of 5.3% [1] - A report from Zhongtai Securities indicates that the later timing of the Spring Festival this year may lead to varied return travel patterns among different demographics, particularly benefiting student travel as schools begin their winter breaks, which is expected to boost market demand [1] Group 2 - Short-term favorable conditions in oil and exchange rates are anticipated to continue, alongside the "anti-involution" trend and the Spring Festival holiday, creating a strong expectation for improved airline volume and pricing [1] - The positive changes in the fundamentals of the airline industry are expected to present investment opportunities [1]
停牌前连续上涨245%!002931核查完成,周一复牌
交易新进展:各方作出稳定承诺 记者注意到,这轮行情的起点,与公司此前披露的一则控制权变更计划密切相关。 2025年12月24日,公司控股股东及实际控制人等与深圳市优必选科技股份有限公司签署了股份转让协议,优必选拟通 过"协议转让+要约收购"的方式入主锋龙股份,交易完成后公司控股股东及实际控制人将发生变更。 这宗被誉为"人形机器人第一股"收购传统精密制造企业的交易,迅速点燃了市场对其业务协同与产业整合的想象空 间,成为股价上涨的直接催化剂。 随着复牌公告的发布,本次控制权变更事项也出现了新进展。公告透露,交易各方近日作出了进一步的承诺:优必选 承诺在股份过户后60个月内维持其控股股东地位;而公司的原控股股东及一致行动人则承诺,在股份过户后的18个月 内不减持其持有的剩余股份。 炒股就看金麒麟分析师研报,权威,专业,及时,全面,助您挖掘潜力主题机会! 1月18日,锋龙股份(002931)发布公告,宣布针对公司股票交易的停牌核查已完成,股票将于1月19日(星期一)开 市起复牌。此次停牌核查直接源于公司股价近期出现的异常剧烈波动。 交易行情显示,2025年12月17日至2026年1月13日,锋龙股份区间累计涨幅245 ...
停牌前连续上涨245%!002931核查完成 周一复牌
随着复牌公告的发布,本次控制权变更事项也出现了新进展。公告透露,交易各方近日作出了进一步的 承诺:优必选承诺在股份过户后60个月内维持其控股股东地位;而公司的原控股股东及一致行动人则承 诺,在股份过户后的18个月内不减持其持有的剩余股份。 此外,为确保要约收购的履行,优必选已按规将约1.01亿元(相当于本次要约收购所需最高资金总额的 20%)存入指定账户作为履约保证金。 1月18日,锋龙股份(002931)发布公告,宣布针对公司股票交易的停牌核查已完成,股票将于1月19日 (星期一)开市起复牌。此次停牌核查直接源于公司股价近期出现的异常剧烈波动。 交易行情显示,2025年12月17日至2026年1月13日,锋龙股份区间累计涨幅245.39%。截至1月13日停 盘,公司股价收于涨停价61.79元/股,总市值135亿元。 交易新进展:各方作出稳定承诺 记者注意到,这轮行情的起点,与公司此前披露的一则控制权变更计划密切相关。 2025年12月24日,公司控股股东及实际控制人等与深圳市优必选科技股份有限公司签署了股份转让协 议,优必选拟通过"协议转让+要约收购"的方式入主锋龙股份,交易完成后公司控股股东及实际控制人 ...
中航集团携手帮扶地区在榕江共绘乡村振兴新篇章
Core Viewpoint - The article highlights the efforts of AVIC Group in promoting rural revitalization through cultural and sports activities, particularly the "Village Super" football tournament, which integrates various sectors to support local development and enhance community engagement [1][3][7]. Group 1: Cultural and Sports Initiatives - AVIC Group's "Feng Zhi Yin" choir performed at the "Village Super" football tournament, symbolizing the connection between culture and community [1][8]. - The football tournament served as a platform for promoting local products and fostering community spirit, with AVIC's team achieving third place in the competition [3][7]. - The event included performances by local artists, such as the Ulan Muqi, showcasing traditional culture and enhancing community ties [9][11]. Group 2: Financial Contributions and Support - Over 13 years, AVIC Group has invested a total of 3.12 billion yuan in non-repayable aid and 6.77 billion yuan in repayable aid to support local development [2]. - The company has facilitated the sale of local agricultural products worth over 4.95 billion yuan, enhancing the economic prospects of the supported regions [2]. - AVIC's innovative "Aviation+" assistance model combines various sectors to create a comprehensive support system for rural areas [2][7]. Group 3: Sustainable Development and Industry Integration - The "Village Super" initiative is seen as a catalyst for growth in various sectors, including agriculture, tourism, and e-commerce, promoting a holistic approach to rural revitalization [7][13]. - AVIC Group aims to transform local economies from "blood transfusion" to "blood production" by developing sustainable industries tailored to local resources [7][13]. - The company is committed to fostering high-quality sustainable development through the integration of agriculture, culture, tourism, and commerce [7][13].
国泰2月调低燃油附加费,整体减幅逾25%
Xin Lang Cai Jing· 2026-01-15 14:14
国泰航空泰1月14日公布,2月1日起再次调整燃油附加费。旅客如在2月1日或之后购买机票,可支付较便宜附加费。各航线类别的附加费均将下调,整体 减幅超过25%。 根据国泰公布的2026年2月份客运燃油附加费调整,短途航班的燃油附加费,将由目前的每段191港元下调至142港元。南亚次大陆航班的附加费,则由356 港元调整至264港元。至于长途航班的附加费将由767港元大幅降至569港元。 综合香港新闻网 国泰航空泰1月14日公布,2月1日起再次调整燃油附加费。旅客如在2月1日或之后购买机票,可支付较便宜附加费。各航线类别的附加费均将下调,整体 减幅超过25%。 根据国泰公布的2026年2月份客运燃油附加费调整,短途航班的燃油附加费,将由目前的每段191港元下调至142港元。南亚次大陆航班的附加费,则由356 港元调整至264港元。至于长途航班的附加费将由767港元大幅降至569港元。 综合香港新闻网 ...
国泰航空(00293) - 拟进行场外股份回购 - 寄发通函
2026-01-14 09:49
(在香港註冊成立之有限公司) (股份代號:293) CATHAY PACIFIC AIRWAYS LIMITED 國泰航空有限公司 擬進行場外股份回購 寄發通函 香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責,對其準確性 或完整性亦不發表任何聲明,並明確表示,概不對因本公告全部或部份內容而產生或因依賴該 等內容而引致的任何損失承擔任何責任。 於本公告日期,本公司董事為: 常務董事:賀以禮(主席)、林紹波、劉凱詩、麥皓雲、沈碧嘉; 非常務董事:劉鐵祥(副主席)、白德利、麥廣能、孫玉權、施銘倫、鄧健榮、 王明遠、肖烽;及 獨立非常務董事:陳智思、鄭嘉麗、馬焜圖及王小彬。 獨立董事委員會及獨立股東的獨立財務顧問 茲提述(i)國泰航空有限公司(「本公司」)於二零二五年十一月五日刊發有關(其中 包括)股份回購之公告;(ii)本公司於二零二五年十一月二十六日刊發有關延遲寄 發通函(「通函」)之公告;及(iii)日期為二零二六年一月十四日之通函。除文義另 有所指外,本公告所用之詞彙與通函所界定者具有相同涵義。 本公司欣然宣佈,載有(其中包括)(i)回購契約詳情;(ii)獨立董事委員會就股份 回購及回 ...
国泰航空:拟以69.69亿 港元回购卡塔尔航空所持股份
Mei Ri Jing Ji Xin Wen· 2026-01-14 02:36
0:00 1月14日,国泰航空在港交所公告,拟进行场外股份回购。卡塔尔航空同意出售所持所有股份,占已发 行股份约9.57%。每股回购股份的回购价10.8374港元,股份回购的总代价为69.69亿港元。 ...
002931,今起停牌核查,此前13连涨停
Zheng Quan Shi Bao· 2026-01-14 00:39
Core Viewpoint - Fenglong Co., Ltd. (002931) announced a stock trading suspension for verification due to a significant price increase of 213.97% over 12 consecutive trading days, which deviated from the company's fundamentals [1][3] Group 1: Stock Performance and Trading Suspension - Fenglong's stock experienced a remarkable surge, achieving 13 consecutive daily price limits from December 17, 2025, to January 13, 2026, with a total increase of 245.39% [6] - The stock price reached a limit of 61.79 yuan per share, resulting in a total market capitalization of 13.5 billion yuan as of January 13 [6] - The company will suspend trading starting January 14, 2026, for no more than three trading days to conduct a verification of the stock price fluctuations [3] Group 2: Acquisition and Business Strategy - UBTECH Robotics announced the acquisition of 43% of Fenglong's shares (93.9575 million shares) for a total consideration of 1.665 billion yuan, changing the controlling shareholder from Chengfeng Investment to UBTECH [3][4] - The acquisition aims to create business synergies, enhancing UBTECH's product competitiveness and optimizing cost structures by integrating its humanoid robot technology with Fenglong's manufacturing capabilities [4] - UBTECH plans to increase its industrial humanoid robot production capacity to 10,000 units by 2026, with Fenglong's manufacturing capabilities providing essential support [4]
国泰航空(00293) - 股东特别大会委任代表表格
2026-01-14 00:12
本人╱吾等 地址為 CATHAY PACIFIC AIRWAYS LIMITED 國泰航空有限公司 (於香港註冊成立的有限公司) (股份代號:293) 委任代表表格供二零二六年二月十二日 舉行股東特別大會時使用 特別決議案 (參閱附註2) 贊成 (參閱附註3) 反對 (參閱附註3) 批准股份回購。 簽名: (參閱附註5及6) 日期:二零二六年 月 日 與本委任代表表格有關的普通股 數目 (參閱附註4) 附註: 1. 如欲委任除大會主席以外的任何代表,請刪去「大會主席」字樣,並於所提供的空格內填上所欲委任代表的姓名及地址。 2. 決議案全文載於二零二六年一月十四日的股東特別大會通告。本公司二零二六年一月十四日致股東之通函所界定的詞彙在本委任代表表格中 具有相同涵義。 3. 請在決議案旁的空格內以「✓」註明台端欲代表如何代台端表決。倘若台端交回此表格時已簽署惟未有註明代表應如何投票,則代表可自行決 定是否棄權或如何投票。除另有指示外,台端的代表亦可就大會上提出的任何其他事項(包括對決議案的修訂)自行酌情投票或放棄投票。 4. 請在空格內填上與本委任代表表格有關的普通股數目。如填上數目,此委任代表表格將被視為僅與該 ...