CEA(00670)
Search documents
中国东方航空股份(00670) - 海外监管公告 中国东方航空股份有限公司2025年度跟踪评级报告


2025-05-27 11:37
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。 (在中華人民共和國註冊成立的股份有限公司) (股份代號:00670) 海外監管公告 此海外監管公告是根據香港聯合交易所有限公司證券上市規則第13.10B條作出。 茲載列中國東方航空股份有限公司在上海證券交易所網站刊登的以下資料中文全文,僅供參 閱: 承董事會命 中國東方航空股份有限公司 李干斌 聯席公司秘書 中華人民共和國,上海 2025年5月27日 於本公告日期,本公司董事包括王志清(董事長)、劉鐵祥(副董事長、總經理)、成國偉(董事)、孫錚(獨立非執行 董事)、陸雄文(獨立非執行董事)、羅群(獨立非執行董事)、馮詠儀(獨立非執行董事)及鄭洪峰(獨立非執行董事)。 ѣളђᯯ㡠グ㛗Գᴿ䲆ޢਮ ᒪᓜ䐕䑠䇺㓝ᣛ 㕆ਧ˖ؑ䇴င࠭ᆇ>2025@䐏䑚 0244 ਧ ѣളђᯯ㡠グ㛗Գᴿ䲆ޢਮ ᒪᓜ䐕䑠䇺㓝ᣛ ༦ ᱄ ѝ䈊ؑഭ䱵ؑ⭘䇴㓗ᴹ䲀䍓ԫޜਨ 2025 ᒤ 5 ᴸ 27 ᰕ 䈊ؑഭ䱵ؑ⭘䇴㓗ᴹ䲀䍓ԫޜਨ 202 ...
中国东方航空股份(00670) - 翌日披露报表


2025-05-27 11:30
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5月27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 ...
国产大飞机C919一周连下两城
3 6 Ke· 2025-05-26 12:27
5月25日9时19分,身披"闪耀中国红"涂装的C919飞机,执飞MU5247上海虹桥—厦门高崎航班,搭载着148名旅客抵达厦门高崎国际机场,缓缓穿过象征 民航最高礼仪的水门仪式,开启C919上海—厦门航线的商业运营。 图源:东航 一周前的5月18日,深圳机场也首次迎来了国产大飞机C919,首航之后,东航使用C919每日执飞一班深圳—上海的常态化商业航线。 从2023年5月28日首航开始,C919的商业运营至今已近两年。自北京—上海航线起步,C919的航线网络覆盖了中国一线城市和热门旅游枢纽,在国内高收 益航线(如京沪、沪深等黄金商务航线)进行稳定运营。 国产大飞机C919运营提速,一周连入深圳、厦门两城。 C919执飞的航班常能拿到黄金时刻。以最新开航的厦门为例,去程MU5247航班7时50分从上海虹桥起飞,9时55分抵达厦门;回程MU5248航班10时55分 从厦门起飞,12时55分抵达上海虹桥。东航介绍,这一黄金时刻编排可以充分满足商务旅客的往返需求,显著提升两地通行效率。 图源:东航 C919机队的客座率也较高。比如在5月12日至18日的一周里,航班管家统计,上海虹桥-深圳宝安航线上,C919的客座率高 ...
中国东方航空股份(00670) - 翌日披露报表


2025-05-26 10:01
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5月26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 ...
中国东方航空股份(00670) - (经修订) 翌日披露报表


2025-05-26 09:54
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: 重新提交 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) | ...
4月民航需求增速较Q1提升 航空长周期盈利改善可期(附概念股)
Zhi Tong Cai Jing· 2025-05-26 05:30
Group 1 - In April, China's aviation transportation showed strong growth, with total turnover reaching 12.93 billion ton-kilometers, passenger volume at 60.93 million, and cargo volume at 799,000 tons, representing year-on-year increases of 13.7%, 8.9%, and 16.8% respectively [1] - Domestic passenger transport volume increased to 54.52 million, up 7.2% year-on-year, with a growth rate improvement of 4.9 percentage points compared to Q1 [1] - International passenger transport volume reached 6.41 million, marking a 25.9% year-on-year increase, exceeding levels from the same period in 2019 for two consecutive months [1] Group 2 - Morgan Stanley highlighted structural opportunities in China's transportation sector, recommending focus on aviation recovery, shipping segments, and leading express delivery companies [1] - Goldman Sachs noted that Chinese airlines may benefit from slow aircraft deliveries leading to supply shortages and falling oil prices, despite market concerns over demand growth due to tariff increases and macroeconomic weakness [1] - High resilience in aviation travel demand is expected, driven primarily by leisure travel, with historical data showing a compound annual growth rate of 12% from 2008 to 2009 [1] Group 3 - Huayuan Securities indicated a significant improvement in aviation demand growth in April compared to Q1, with long-term low supply growth and macroeconomic recovery expected to enhance demand [2] - Cathay Haitong Securities projected high passenger traffic and improved profitability in Q2, with rising load factors and ticket prices [3] - Haitong Securities anticipates that low supply growth combined with airlines' revenue management will lead to improved earnings throughout the year, especially during the peak summer travel season [3] Group 4 - Related companies in the aviation sector listed on the Hong Kong Stock Exchange include China Southern Airlines, Air China, China Eastern Airlines, Cathay Pacific Airways, BOC Aviation, and China Civil Aviation Information Network [4]
东航空保管理部培训管理部获评“上海市模范集体”
Zhong Guo Min Hang Wang· 2025-05-25 02:14
Core Viewpoint - The Eastern Airlines Security Training Management Department has been awarded the title of "Shanghai Model Collective" for its significant contributions to the training and management of security personnel, ensuring the continuous qualification of over 4,900 security staff across the company [1]. Group 1: Training Management Achievements - The department organizes over 350,000 training hours annually, adhering to regulations set by the Civil Aviation Administration of China (CAAC) [1]. - A three-tier management system has been established, linking the CAAC, airlines, and security systems to enhance training standards and processes [1]. Group 2: Digital Transformation in Training - The department has developed two simulation training guides, 16 animated teaching videos, and various high-tech training platforms, including VR and AR systems, to create immersive training experiences [2]. - A mathematical model for training has been established, utilizing big data analysis to identify individual weaknesses and provide personalized training plans, significantly improving training effectiveness and engagement [2]. Group 3: Quality Control and Teaching Methodologies - A comprehensive quality control system has been built through case-based teaching, regular assessments, and optimized incentive mechanisms, leading to a notable improvement in training results over the past three years [3]. - The department employs a "mentor-mentee" system for new security personnel, pairing experienced instructors with newcomers to ensure foundational skills are developed effectively [3][4]. Group 4: Impact on New Personnel - Over the past three years, more than 330 new security personnel have successfully transitioned from inexperienced to competent roles, contributing to the safety of flight operations [4].
中国东方航空股份(00670) - 翌日披露报表


2025-05-23 10:53
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5月23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 ...
中国东方航空股份(00670) - 翌日披露报表


2025-05-22 11:41
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5月22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 ...
廉价航空已到生死之战
投中网· 2025-05-22 06:20
Core Viewpoint - The article highlights the contrasting fortunes within the low-cost airline industry, exemplified by the struggles of Happy Airlines against the backdrop of profitable competitors like Spring Airlines and Juneyao Airlines. It emphasizes that the challenges faced by Happy Airlines stem from internal issues rather than the overall industry climate [5][8][15]. Group 1: Industry Overview - The low-cost airline sector has seen significant growth, with the market share of low-cost carriers in the Asia-Pacific region increasing from 28.1% in 2020 to 32.4% in 2024 for domestic routes, and from 8.4% to 18.6% for international routes [11]. - In China, the low-cost airline market accounted for only 8.1% of domestic routes as of last year, indicating substantial growth potential as the market matures [11]. - Projections suggest that by 2025, the Chinese low-cost airline market could exceed 120 billion yuan, representing 25% of the total civil aviation transport market, with an annual compound growth rate of 18% [11][12]. Group 2: Happy Airlines' Struggles - Happy Airlines has faced continuous operational challenges since its inception, including a lack of profitability and high debt levels, with a reported asset-liability ratio exceeding 200% as of April this year [19][20]. - The airline's fleet primarily consists of the New Zhou 60 aircraft, which has not been well-received in the market, compounded by competition from high-speed rail networks [19]. - Despite attempts to diversify its fleet by introducing Boeing 737 aircraft, the airline's financial situation worsened due to the pandemic and increased operational costs [19][20]. Group 3: Competitive Landscape - Major low-cost carriers like Spring Airlines have established strong market positions through efficient operational strategies, such as maximizing seating capacity and minimizing operational costs [24][25]. - Traditional full-service airlines are increasingly competing in the low-cost segment, leading to price wars that blur the lines between low-cost and full-service offerings [28][29]. - The overall aviation industry is experiencing "profit anxiety," with average ticket prices declining significantly, impacting profitability across the board [30][31].