消息面上，周三，美国总统特朗普表示，将从8月1日起对印度出口到美国的商品征收25%的关税，并警 告称，由于印度继续从俄罗斯购买能源，可能会有额外的惩罚。美国关税威胁和新制裁政策引发供应中 断担忧，叠加美国新制裁打击伊朗石油运输网络，进一步限制全球供应，导致风险溢价上升。隔夜国际 油价上涨。此外，周三纽约尾盘，离岸人民币兑美元报7.2113元，较周二纽约尾盘跌305点。 航空股延续跌势，截至发稿，中国国航（601111）(00753)跌4.51%，报5.29港元；首都机场(00694)跌 3.15%，报3.07港元；南方航空（600029）(01055)跌2.43%，报3.62港元；东方航空(00670)跌2.74%，报 2.84港元。 国信证券此前指出，目前燃油成本仍为航空公司的第一大成本，油价的快速上升虽然会触发更高标准的 燃油附加费，但是同样也会因成本转嫁而对需求产生挤出效应，航司盈利持续恶化概率高。此外，航空 公司购买、租赁飞机、航油等主要使用外币支付，同时2021年开始实行新租赁准则，外币负债敞口显著 放大，汇率贬值会带来巨额汇兑损失，严重影响航司当期利润。 ...

| 股票名称 | 回购数 | 回购额 | 年累计回购数量 | 年累计回购数量/总 | | --- | --- | --- | --- | --- | | | | | (股) | 股本 | | VITASOY INT'L(00345) | 212.20 万 | 1959.97 万 | 1938.00 万 | 1.806% | | 中国东方航空股份 (00670) | 250.00 万 | 725.36 万 | 1.14 亿 | 2.202% | | 首程控股(00697) | 300.00 万 | 562.83 万 | 3974.60 万 | 0.546% | | 捷利交易宝(08017) | 200.00 万 | 268.90 万 | 4488.80 万 | 7.480% | | 名创优品(09896) | 6600.00 | 25.06 万 | 332.35 万 | 0.268% | | 美亨实业(01897) | 8000.00 | 3600.00 | 351.60 万 | 0.850% | 智通财经APP获悉，VITASOY INT'L(00345)、名创优品(09896)、美亨实业(01897)、捷利 ...

值得注意的是，这项服务不仅覆盖西安，北京首都、大兴，昆明，成都双流、天府，青岛，济南，南 昌，兰州，太原，武汉，广州等13个国内主要城市均已纳入"空港通"网络，而西安作为西北出境枢纽， 其旅客群体将率先深度受益于这项服务的高效与便捷。 从行李"一次托运到底"到中转环节"零奔波"，再到跨机场交通的福利加持，东航"空港通"无感中转服务 的推出，精准契合了西安及全国出境旅客对高效出行的需求。后续，东航将持续优化服务细节、扩大覆 盖范围，以更优质的中转体验，助力旅客轻松拥抱日益便捷的国际出行。 特别提醒：该服务暂不受理无成人陪伴儿童、轮椅旅客、听视觉障碍旅客等需特殊服务的旅客，以及小 动物、占座行李、运动器材、乐器等特殊行李。（编辑：李佳洹 校对：陈虹莹 审核：韩磊） 《中国民航报》、中国民航网 记者路泞 报道：随着作为西北中心城市的西安以及周边辐射区域出境旅 游及商务出行需求持续增长，国际航班中转效率成为旅客关注的焦点。近日，中国东方航空针对性推 出"空港通"无感中转服务，为从西安始发经上海转乘国际及港澳台航班的旅客打造全流程便捷体验，以 创新服务匹配不断升温的出境出行需求。 在西安咸阳国际机场，选择东航出行的旅客 ...

FF305 表格類別： 股票 狀態： 新提交 公司名稱： 中國東方航空股份有限公司 呈交日期： 2025年7月30日 如上市發行人的已發行股份或庫存股份出現變動而須根據《香港聯合交易所有限公司（「香港聯交所」）證券上市規則》(「《主板上市規則》」)第13.25A條 / 《香港聯合交易所有限公司GEM證券 上市規則》(「《GEM上市規則》」)第17.27A條作出披露，必須填妥第一章節 。 | 第一章節 | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 1. 股份分類 | 普通股 | 股份類別 | H | | 於香港聯交所上市 | 是 | | | 證券代號 (如上市) | 00670 | 說明 | | | | | | | A. 已發行股份或庫存股份變動 | | | | | | | | | | | 已發行股份（不包括庫存股份）變動 | | | 庫存股份變動 | | | | | 事件 | 已發行股份（不包括庫存股份）數 目 | | 佔有關事件前的現有已發 行股份（不包括庫存股 份）數目百分比 (註3) | 庫存股份數目 | 每股發行 ...

（东航供图） （编辑：李佳洹 校对：陈虹莹 审核：韩磊） 《中国民航报》、中国民航网 记者 钱擘：台风"竹节草"正向长三角沿海逼近，上海等多地已经发布台 风预警，中国东方航空在7月29日对于受此次台风影响的航线客票，推出特殊处理规定，具体如下： ...

FF305 翌日披露報表 (股份發行人 ── 已發行股份或庫存股份變動、股份購回及/或在場内出售庫存股份) 表格類別： 股票 狀態： 新提交 公司名稱： 中國東方航空股份有限公司 呈交日期： 2025年7月29日 如上市發行人的已發行股份或庫存股份出現變動而須根據《香港聯合交易所有限公司（「香港聯交所」）證券上市規則》(「《主板上市規則》」)第13.25A條 / 《香港聯合交易所有限公司GEM證券 上市規則》(「《GEM上市規則》」)第17.27A條作出披露，必須填妥第一章節 。 | 第一章節 | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 1. 股份分類 | 普通股 | 股份類別 | H | | 於香港聯交所上市 | 是 | | | 證券代號 (如上市) | 00670 | 說明 | | | | | | | A. 已發行股份或庫存股份變動 | | | | | | | | | | | 已發行股份（不包括庫存股份）變動 | | | 庫存股份變動 | | | | | 事件 | 已發行股份（不包括庫存股份）數 目 | | 佔有關 ...

东航技术甘肃结合暑运航班运行特点，动态评估和调整每日执飞航班的机组力量，加强飞机的维护保养 和安全检查，确保航空运输安全。甘肃航食依托地域优势，精选兰州百合、定西马铃薯等本地优质食 材，结合传统烹饪技艺与现代营养学，为暑运旅客定制"丝路风味"空中餐单，满足旅客空中味蕾。东航 物流兰州货站通过优化作业流程、升级智能分拣系统、开通农副产品绿色通道等举措，实现旺季货邮总 出港量环比增幅20%的佳绩。甘肃实业聚焦员工需求，以"精准保障+人文关怀"构建暑运后勤支撑体 系，以"有温度的后勤"为暑运攻坚提供坚实保障。 中国民航网 通讯员姜静 报道：7月28日，夏日的阳光炙烤大地，旺季暑运进入关键攻坚期，旅客出行呈 高位运行态势，东航甘肃分公司辖区进出港航班日均160班，兰州主基地进出港航班日均120班，旅客运 输量日均16000人次，面对"高温＋高峰"的双重压力，积极应对客流高峰，多措并举保障暑运安全、有 序、高效进行，为旅客打造舒适的出行体验。 东航甘肃分公司高度重视旺季暑运工作，强化了运行管控体系24小时密切监控航班动态，落实各项安全 保障措施。飞行部结合暑运航班运行特点，动态评估和调整每日执飞航班的机组力量，确保飞行 ...

值得关注的是，本次回购749.83万港元的中国东方航空股份，年内则进行多次回购，合计回购金额为 6.13亿港元。（数据宝） 证券时报·数据宝统计显示，7月28日有10家香港上市公司进行了股份回购，合计回购1285.64万股，回购 金额1073.91万港元。 中国东方航空股份回购数量250.00万股，回购金额749.83万港元，回购最高价为3.030港元，最低价为 2.970港元，年内累计回购金额6.13亿港元；卡罗特回购数量16.00万股，回购金额81.60万港元，回购最 高价为5.250港元，最低价为5.080港元，年内累计回购金额750.35万港元；名创优品回购数量1.50万股， 回购金额55.79万港元，回购最高价为37.200港元，最低价为37.150港元，年内累计回购金额3.13亿港 元。 以金额进行统计，7月28日回购金额最多的是中国东方航空股份，回购金额为749.83万港元；其次是卡 罗特，回购金额为81.60万港元；回购金额居前的还有名创优品、嬴集团等。回购数量上看，7月28日回 购股数最多的是嬴集团，当日回购量为920.00万股；其次是中国东方航空股份、枫叶教育等，回购数量 分别为250.0 ...

Summary of Key Points Core Viewpoint - Several companies, including China Eastern Airlines and Miniso, conducted share buybacks on July 28, 2025, with China Eastern Airlines having the largest buyback amount of 749.83 million yuan for 2.5 million shares [1]. Group 1: Buyback Details - China Eastern Airlines (00670) repurchased 2.5 million shares for 749.83 million yuan, with a total annual buyback of 109 million shares, representing 2.106% of its total share capital [2]. - Carrot (N24025) repurchased 160,000 shares for 816,000 yuan, with a total annual buyback of 823,500 shares, accounting for 1.480% of its total share capital [2]. - Miniso (09896) repurchased 15,000 shares for 557,900 yuan, with a total annual buyback of 3.2419 million shares, representing 0.261% of its total share capital [2]. - Ying Group (00397) repurchased 9.2 million shares for 487,600 yuan, with a total annual buyback of 89.8 million shares, accounting for 3.780% of its total share capital [2]. - Modern Dental (03600) repurchased 100,000 shares for 424,600 yuan, with a total annual buyback of 4.1 million shares, representing 0.437% of its total share capital [2]. - Gacos (B) (01167) repurchased 47,400 shares for 354,500 yuan, with a total annual buyback of 110,400 shares, accounting for 0.014% of its total share capital [2]. - Lihong Inspection (01586) repurchased 76,000 shares for 235,600 yuan, with a total annual buyback of 1.484 million shares, representing 2.507% of its total share capital [2]. - Maple Leaf Education (01317) repurchased 428,000 shares for 158,400 yuan, with a total annual buyback of 42.554 million shares, accounting for 1.432% of its total share capital [2]. - Wanka Yilian (01762) repurchased 200,000 shares for 146,000 yuan, with a total annual buyback of 17.814 million shares, representing 1.006% of its total share capital [2]. - Hong Kong Food Investment (00060) repurchased 130,000 shares for 60,200 yuan, with a total annual buyback of 3.932 million shares, accounting for 1.515% of its total share capital [2].

Company News - China Railway Construction (01186.HK) reported a new contract amount of approximately 1,056.17 billion yuan for the first half of the year, a year-on-year decrease of 4.04% [2] - China Metallurgical Group (01618.HK) announced a new contract amount of 548.2 billion yuan for the first half of the year, down 19.1% year-on-year [2] - Sichuan Chengyu Expressway (00107.HK) won the bid for the G5 Jingkun Expressway Chengdu to Ya'an section expansion project, with a total investment of approximately 28.548 billion yuan [2] - Road King Infrastructure (01098.HK) reported total property sales of 5.232 billion yuan for the first half of the year, a decrease of 28.37% year-on-year [2] - Amax Holdings (00880.HK) plans to acquire a property in Hengqin for 724.2 million yuan to diversify its business portfolio [2] - Chaoyue Eye Hospital (02219.HK) signed a construction contract for the first phase of its comprehensive medical facility project, with a contract value of 223 million yuan [2] - Bay Area Development (00737.HK) reported total toll revenue of 243 million yuan for June, a year-on-year decrease of 4% [2] - Decent Pharmaceuticals-B (06996.HK) received approval for its drug, Hivio®, for the second-line treatment of multiple myeloma in China [2] - Tianchen Holdings (01201.HK) plans to invest 30 million yuan to establish a joint venture in Shenzhen for new energy heavy truck charging stations [2] Performance Summary - WuXi AppTec (02359.HK) reported mid-year revenue of 20.799 billion yuan, a year-on-year increase of 20.64%, and a net profit of 8.561 billion yuan, up 101.92% year-on-year [3] Earnings Announcements - China Nonferrous Mining (01258.HK) issued a profit warning, expecting mid-term net profit of approximately 258 million USD, a year-on-year increase of about 18% [4] - Hualing Pharmaceutical-B (02552.HK) issued a profit warning, expecting mid-term net profit of approximately 1.184 billion yuan, turning from loss to profit [4] - Little Yellow Duck (02250.HK) issued a profit warning, expecting mid-term revenue to increase by over 30% year-on-year [4] - Qingci Games (06633.HK) issued a profit warning, expecting mid-term net profit to increase by approximately 78%-130% year-on-year [4] - Goodbaby International (01086.HK) issued a profit warning, expecting mid-term net profit to decrease by approximately 40%-50% year-on-year [4] - Qianhai Health (00911.HK) issued a profit warning, expecting mid-term net profit to decrease by approximately 60%-70% year-on-year [4] - Tianan Health (00383.HK) issued a profit warning, expecting mid-term net profit to decrease to approximately 7 million to 17 million HKD [4] - Pacific Network (00543.HK) issued a profit warning, expecting mid-term net loss of approximately 5 million to 15 million yuan [4] Buyback and Increase Dynamics - HSBC Holdings (00005.HK) repurchased 348,700 shares for approximately 35.487 million HKD at a price of 101.4-102 HKD [3] - China Eastern Airlines (00670.HK) repurchased 2.5 million shares for approximately 7.4983 million HKD at a price of 2.97-3.03 HKD [3] - Founder Holdings (00418.HK) canceled a total of 17.9962 million shares that had been repurchased [3]