EF001 | 其他信息 | | | --- | --- | | 其他信息 | 不適用 | | 發行人董事 | | | 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； | | | 獨立非常務董事： 陳智思、鄭嘉麗、馬焜圖及王小彬。 | | 第 2 頁 共 2 頁 v 1.1.1 | 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 公告全部或任何部份內容而產生或因倚賴該等內容而引致的任何損失承擔任何責任。 | | | --- | --- | | 股票發行人現金股息公告 | | | 發行人名稱 | 國泰航空有限公司 | | 股份代號 | 00293 | | 多櫃檯股份代號及貨幣 | 不適用 | | 相關股份代號及名稱 | 不適用 | | 公告標題 | 截至二零二五年十二月三十一日止年度的第二次中期股息 | | 公告日期 | 2026年3月11日 | | 公告狀態 | 新公告 | | 股息信息 | | | 股息類型 | 中 ...

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任何部分內容而產 生或因倚賴該等內容而引致的任何損失承擔任何責任。 （股份代號：293） 公告 二零二五年全年業績 財務及營業撮要 集團財務統計數字 | 業績 | | 2025 | 2024 | 變幅 | | --- | --- | --- | --- | --- | | 收益 | 港幣百萬元 | 116,766 | 104,371 | +11.9% | | 國泰集團股東應佔溢利 | 港幣百萬元 | 10,828 | 9,888 | +9.5% | | 每股普通股盈利 | | | | | | －基本 | 港仙 | 165.5 | 149.2 | +10.9% | | －攤薄 | 港仙 | 161.8 | 133.2 | +21.5% | | 每股普通股股息 | 港幣 | 0.84 | 0.69 | +21.7% | | 邊際利潤 | % | 9.3 | 9.5 | -0.2個百份點 | | 財務狀況 | | | | | | 國泰集團股東應佔資金 | 港幣百萬元 | 60 ...

Core Viewpoint - On March 3, Cathay Pacific's CX380 flight from Hong Kong to Shanghai experienced a "cockpit depressurization" shortly after takeoff, leading to an emergency return to Hong Kong. The aircraft reportedly descended rapidly by 7,000 meters within 10 minutes, although the airline confirmed that there were no injuries among passengers or crew members [2][6]. Group 1 - The flight experienced turbulence shortly after takeoff, causing some passengers to feel unwell [3]. - The aircraft's altitude dropped to below 3,000 meters approximately 30 minutes after takeoff, confirming the rapid descent [4]. - The flight was delayed by approximately 4.5 hours upon returning to Hong Kong, with the aircraft landing safely [4][5]. Group 2 - Cathay Pacific has stated that this incident is an isolated case and that they have comprehensive operational procedures and safety protocols in place [5][7]. - Following the incident, the airline's engineering team conducted a thorough inspection of the aircraft to determine the cause [4][7]. - The airline has arranged for another aircraft to complete the flight to Shanghai, which arrived safely later that evening [5].

股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 | 截至月份: | 2026年2月28日 | 狀態: | 新提交 | | --- | --- | --- | --- | | 致：香港交易及結算所有限公司 | | | | | 公司名稱: | Cathay Pacific Airways Limited 國泰航空有限公司 | | | | 呈交日期: | 2026年3月4日 | | | | I. 法定/註冊股本變動 不適用 | | | | | 備註： | | | | | Cathay Pacific Airways Limited 國泰航空有限公司（「公司」）並無法定股本，及其股本並無股份面值。 | | | | 足夠公眾持股量的確認(註4) | 根據《主板上市規則》第13.32D(1)條或第19A.28D(1)條 / 《GEM上市規則》第17.37D(1)條或第25.21D(1)條，我們在此確認，就上述所列股份類別而言，截至本月底: | | | --- | --- | | ✔ 已符合適用的公眾持股量要求（見下方） | | | 未符合適用的公眾持股量要求（見下方） | | | 根據《主 ...

Core Insights - Airlines globally are suspending flights to various destinations in West Asia due to the ongoing conflict, resulting in over 12,300 flight cancellations, particularly affecting major hubs like Dubai and Doha [1] Flight Cancellations and Impact - The flight cancellations are causing significant disruptions, leaving planes and crew out of position, and stranding tens of thousands of passengers, prompting airlines to operate special evacuation flights [2] - Emirates has canceled more than 2,000 flights since the conflict escalated, marking one of the most severe disruptions in its operational history [10] - Several airlines, including KLM, British Airways, Cathay Pacific, Delta Airlines, and Virgin Atlantic, have announced extensive flight suspensions to and from various destinations in the region, with some suspensions lasting until early March [3][4][5][6][15] Regional Developments - The UAE is working on establishing safe air corridors, potentially allowing for up to 48 flights per hour, with over 80 additional flights scheduled to accommodate more than 27,000 passengers [3] - Qatar Airways has halted all operations until further notice, while Oman Air has extended its cancellations to several regional destinations [12][13] Alternative Operations - Despite the disruptions, 24 flights from the UAE and Oman to Russia are scheduled, carrying approximately 4,500 passengers to various cities [14]

Group 1 - The incident involved Cathay Pacific flight CX380, which had to return to Hong Kong shortly after takeoff due to a cockpit depressurization issue [1][2] - Passengers reported experiencing significant turbulence and panic during the incident, with some expressing concerns about the safety of the flight [1] - Cathay Pacific confirmed that the flight returned safely and that a thorough inspection and necessary repairs would be conducted on the aircraft [1][2] Group 2 - To ensure passenger travel continuity, Cathay Pacific arranged for another aircraft to complete the flight, which safely arrived in Shanghai at 22:24 on March 3 [2] - The original flight was scheduled to depart at 15:05 and was delayed by 4 hours and 27 minutes due to the return [2] - The aircraft involved was an Airbus A330-343 (X) with a registration number BHLT and an age of 24.3 years [2]

Core Viewpoint - The escalation of the Middle East conflict and the closure of the Strait of Hormuz by Iran are fundamentally reshaping the Asian transportation and industrial ecosystem due to geopolitical shocks, tightening regulations, and shifts in trade flows [1] Group 1: Container Shipping - JPMorgan favors COSCO Shipping (01919), Orient Overseas International (00316), and Evergreen Marine (2603.TT) in the container shipping sector due to their global scale and network flexibility [1] - Companies in container shipping and regional operators are benefiting from their network coverage and pricing power [1] Group 2: Oil and Bulk Shipping - The oil tanker and bulk shipping sectors are benefiting from supply tightening and prudent capital allocation strategies [1] Group 3: Ports and Supply Chains - Leading companies in ports and supply chains are profiting from changes in shipping routes and warehousing revenues [1] Group 4: Defense Industry - The defense industry is entering a structural upcycle due to the global shift in strategic focus [1] Group 5: Air Transportation - The spillover effects in air and sea transportation are expanding, with shippers turning to air freight to avoid bottlenecks in sea transport [1] - Cathay Pacific (00293) and Singapore Airlines are well-positioned to capture new demand due to their prudent fuel hedging strategies, mature route network management, and unique access to Russian airspace for Hong Kong/China mainland carriers [1]

Core Insights - The report from JPMorgan highlights that the escalation of conflicts in the Middle East and Iran's closure of the Strait of Hormuz are fundamentally reshaping the Asian transportation and industrial ecosystem due to geopolitical shocks, tightening regulations, and shifts in trade flows [1] Group 1: Industry Opportunities - Companies with scale advantages, flexibility, and strategic positioning in container shipping, tankers, bulk shipping, ports, supply chains, defense, and aviation are poised to capitalize on upward opportunities [1] - Container shipping and regional operators are benefiting from their network coverage and pricing power, while tankers and bulk shipping are gaining from supply tightening and disciplined capital allocation strategies [1] - Leading ports and supply chain companies are profiting from route diversions and warehousing revenues, while the defense industry is entering a structural upcycle due to the global shift in strategic focus [1] Group 2: Air and Sea Transport Effects - The spillover effects in air and sea transport are expanding, as shippers turn to air freight to avoid bottlenecks in sea transport [1] - Airlines such as Cathay Pacific and Singapore Airlines are well-positioned to capture new demand due to their prudent fuel hedging strategies, mature route network management, and unique access to Russian airspace by Hong Kong/Mainland carriers, with both rated as "overweight" [1] Group 3: Preferred Companies - In the container shipping sector, JPMorgan favors COSCO Shipping, Orient Overseas International, and Evergreen Marine due to their global scale and network flexibility [1]

Group 1 - The Hong Kong aviation stocks experienced a significant decline, with China Southern Airlines (01055.HK) dropping nearly 7% [1] - China Eastern Airlines (00670.HK) fell over 6%, while Air China (00753.HK) decreased by more than 5% [1] - Cathay Pacific (00293.HK) and Meilan International Airport (00357.HK) both saw declines of over 3% [1]

Core Viewpoint - Cathay Pacific has announced a temporary suspension of flights to and from Dubai and Riyadh due to the latest developments in the Middle East situation [1] Group 1 - All flights between February 28 and March 5, 2026, to Dubai have been canceled [1] - All flights between February 28 and March 3, 2026, to Riyadh have also been canceled [1] - The company will closely monitor the situation and does not rule out further adjustments to the flight schedule in the coming days [1]