可能強制全面要約 就海南美蘭國際空港股份有限公司的股份的交易披露 執行人員接獲依據香港《公司收購及合併守則》規則 22 作出以下的證券交易的披露： | 交易方 | 日期 | | | 買入／賣 | 股份數目 | | 每股價格 | | 交易後數額（包括與其訂 | | 佔該類別證券的百分比 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | 出 | | | | | 有協議或達成諒解的任 | | （包括與其訂有協議或 | | | | | | | | | | | | 何人士的證券） | | 達成諒解的任何人士的 | | | | | | | | | | | | | | 證券）% | | | M&G Investment | 2025 | 年 | 10 月 | 買入 | | 45,000 | | $10.5127 | | 32,506,000 | | 14.3253% | | Management | 31 日 | | | | | | | | | | | | | Limited | | | ...

FF301 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 致：香港交易及結算所有限公司 公司名稱: 海南美蘭國際空港股份有限公司 呈交日期: 2025年11月3日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | H | | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 00357 | 說明 | | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 226,913,000 | RMB | | 1 | RMB | | 226,913,000 | | 增加 / 減少 (-) | | | | | | | RMB | | | | 本月底結存 | | | 226,913,000 | RMB | | 1 | RMB | | 226,913,000 | | 2. 股份分類 | 普通股 | 股份類別 | 其他類別 (請註明 ...

Group 1 - The aviation stocks have rebounded, with increases of over 4% for some companies as of the latest report [1] - China National Aviation Holdings reported a 11% year-on-year decrease in net profit for Q3, while China Eastern Airlines and China Southern Airlines reported increases of 34% and 20% respectively [2] - Morgan Stanley maintains a constructive outlook on mainland airlines despite China National's poor Q3 performance, believing that improving business travel demand will support pricing power due to high asset utilization [2] Group 2 - Cathay Pacific Securities noted that during recent important domestic meetings, passenger load factors and domestic ticket prices have shown year-on-year increases, with an estimated 3-4% rise in oil-inclusive ticket prices for October [3] - The airline industry is expected to see a reversal in performance growth in Q3 2025, surpassing Q3 2019 results, indicating a potential upward trend in profitability [3] - The "anti-involution" trend is expected to help reduce losses in Q4 and achieve profitability for the year, with a positive outlook for the airline sector driven by market-driven ticket pricing and steady demand growth [3]

Group 1 - The core viewpoint is that Hong Kong aviation stocks experienced a widespread decline on October 31, with significant drops in share prices for major airlines [1] Group 2 - China National Aviation (00753.HK) fell by 8.51%, trading at HKD 5.59 [1] - China Southern Airlines (01055.HK) decreased by 3.56%, with a share price of HKD 4.61 [1] - Beijing Capital International Airport Co. (00694.HK) saw a decline of 1.4%, priced at HKD 2.81 [1] - China Eastern Airlines (00670.HK) dropped by 0.75%, trading at HKD 3.96 [1] - Meilan International Airport (00357.HK) fell by 0.57%, with a share price of HKD 10.49 [1]

Group 1 - Airline stocks experienced a broad decline, with China National Aviation (601111) down 8.51% to HKD 5.59, Southern Airlines (600029) down 3.56% to HKD 4.61, Beijing Capital Airport (00694) down 1.4% to HKD 2.81, Eastern Airlines (00670) down 0.75% to HKD 3.96, and Meilan Airport (00357) down 0.57% to HKD 10.49 [1] - Huatai Securities reported that in September, after the summer travel season, the growth rate of airline capacity slightly slowed, while the passenger load factor remained high. Due to a recovery in business travel demand, ticket prices began to show positive year-on-year growth [1] - The three major airlines, along with Spring Airlines and Juneyao Airlines, saw ASK/RPK growth of 3.9% and 7.1% respectively, leading to a 2.6 percentage point increase in passenger load factor to 86.0% [1] Group 2 - Cinda Securities indicated that during the National Day and Mid-Autumn Festival holiday, the industry saw a year-on-year increase in ticket prices, with sustained positive pricing in early October and relatively strong demand [2] - As the fourth quarter enters a low season dominated by business travel, there is potential for significant year-on-year improvement due to last year's low base, which may drive the recovery of airline unit revenue [2] - The industry continues to maintain a high passenger load factor, with both domestic and international routes performing well, and recent ticket prices have consistently shown positive growth [2]

Group 1 - Airline stocks experienced a broad decline, with China National Aviation (00753) down 8.51% to HKD 5.59, China Southern Airlines (01055) down 3.56% to HKD 4.61, Beijing Capital International Airport (00694) down 1.4% to HKD 2.81, China Eastern Airlines (00670) down 0.75% to HKD 3.96, and Meilan Airport (00357) down 0.57% to HKD 10.49 [1] - According to Huatai Securities, after the summer travel season, the growth rate of airline capacity slightly slowed in September, while the passenger load factor remained high at 86.0%, an increase of 2.6 percentage points year-on-year [1] - The outlook for the new flight season indicates a continued tightening of flight schedules year-on-year, with signs of improvement in the industry, alongside a potential continuation of positive ticket prices in Q4 due to lower oil prices reducing cost pressures for airlines [1] Group 2 - According to Cinda Securities, during the National Day and Mid-Autumn Festival holiday, the industry saw a year-on-year increase in ticket prices, with demand remaining relatively strong in early October [2] - The fourth quarter is entering a low season primarily driven by business travel, with significant year-on-year improvements expected due to last year's low base, which will help restore unit revenue for airlines [2] - The ongoing "anti-involution" measures and the implementation of the "Convention" are expected to reduce malicious low pricing in the industry, further supporting the recovery of ticket prices and unit revenue for airlines [2]

Group 1 - M&G Plc increased its stake in Meilan International Airport (00357.HK) by purchasing 717,000 shares at an average price of HKD 10.8057 per share, totaling approximately HKD 7.75 million [1] - Following this transaction, M&G Plc's total shareholding in Meilan International Airport rose to 32.438 million shares, increasing its ownership percentage from 13.98% to 14.30% [1][2]

Group 1 - M&G Plc increased its stake in Meilan Airport (00357) by 717,000 shares at a price of HKD 10.8057 per share, totaling approximately HKD 7.7477 million [1] - After the increase, M&G Plc's total shareholding in Meilan Airport reached 32.438 million shares, representing a 14.3% ownership stake [1]

Core Viewpoint - M&G Plc has increased its stake in Meilan Airport (00357) by purchasing 717,000 shares at a price of HKD 10.8057 per share, totaling approximately HKD 7.7477 million, raising its ownership to 32.438 million shares, which represents 14.3% of the company [1] Company Summary - M&G Plc's recent acquisition of 717,000 shares indicates a strategic move to enhance its investment in Meilan Airport, reflecting confidence in the company's future performance [1] - Following the purchase, M&G Plc's total shareholding in Meilan Airport has reached 32.438 million shares, increasing its ownership percentage to 14.3% [1] - The transaction was executed at a price of HKD 10.8057 per share, amounting to a total investment of approximately HKD 7.7477 million [1]

2025 年 10 月 22 日 可能強制全面要約 就海南美蘭國際空港股份有限公司的股份的交易披露 執行人員接獲依據香港《公司收購及合併守則》規則 22 作出以下的證券交易的披露： | 交易方 | 日期 | | | 買入／賣出 股份數目 | | 佔該類別證券的百分比（包 | | 每股價格 | | 交易後數額（包括與其訂有 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | | | 括與其訂有協議或達成諒解 | | | | 協議或達成諒解的任何人士 | | | | | | | | 的證券） | 的任何人士的證券）% | | | | | | | M&G Investment | 2025 | 年 | 10 月 | 買入 | | | 23,000 | | $10.6426 | 32,461,000 | 14.3055% | | Management Limited | 22 日 | | | | | | | | | | | 完 註： M&G Investment Management Limit ...