中国东方航空股份有限公司 China Eastern Airlines Co., Ltd. 公司董事长王志清，董事成国伟，独立董事孙铮、陆雄文、罗群、冯咏仪、 郑洪峰，职工董事揭小清审议了有关议案，一致同意并审议通过了《关于制定< 中国东方航空股份有限公司经理层议事规则>的议案》。 特此公告。 中国东方航空股份有限公司 董事会 2025 年第 10 次会议决议公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记 载、误导性陈述或者重大遗漏，并对其内容的真实性、准确性 和完整性承担法律责任。 中国东方航空股份有限公司（以下简称"公司"）董事会 2025 年第 10 次会 议，根据《公司章程》和《董事会议事规则》的规定，经董事长王志清召集，于 2025 年 10 月 15 日以通讯方式召开。 参加会议的董事确认会前均已收到本次董事会会议通知。本次会议的召开符 合《公司法》和《公司章程》的有关规定，参加本次会议的董事已达法定人数， 会议合法有效。 证券代码：600115 证券简称：中国东航 公告编号：临 2025-068 中国东方航空股份有限公司 2025 年 10 月 15 日 1 ...

Core Viewpoint - China Eastern Airlines (600115.SH) reported an increase in passenger capacity and turnover for September 2025, indicating growth in both domestic and international markets [1] Group 1: Capacity and Performance Metrics - The passenger capacity (measured in available seat kilometers) increased by 3.63% year-on-year for September 2025 [1] - The passenger turnover (measured in revenue passenger kilometers) rose by 8.67% year-on-year for September 2025 [1] - The passenger load factor reached 87.57%, up by 4.06 percentage points year-on-year [1] - The cargo and mail turnover (measured in cargo mail ton kilometers) increased by 10.95% year-on-year for September 2025 [1] Group 2: Route Expansion - New domestic routes include Shanghai Pudong to Yiwu and increased frequency on routes such as Shanghai Hongqiao to Guangzhou and Shanghai Pudong to Harbin [1] - New international routes include Shanghai Pudong to Barcelona, Casablanca, and Tashkent, among others, with resumption of the Shanghai Pudong to Vancouver route [1] Group 3: Fleet Update - The company introduced 4 new aircraft in September 2025, consisting of 3 A320 series and 1 B787 series, while retiring 2 A320 series aircraft [1] - As of the end of September 2025, the total operational fleet consists of 820 aircraft [1]

Core Viewpoint - China Eastern Airlines (600115.SH) reported an increase in operational metrics for September 2025, indicating growth in passenger and cargo services [1] Group 1: Passenger Operations - The passenger capacity input (measured in available seat kilometers) increased by 3.63% year-on-year [1] - The passenger turnover (measured in revenue passenger kilometers) rose by 8.67% year-on-year [1] - The passenger load factor reached 87.57%, up by 4.06 percentage points year-on-year [1] Group 2: Cargo Operations - The cargo and mail turnover (measured in cargo mail ton kilometers) increased by 10.95% year-on-year [1]

格隆汇10月15日｜中国东航公告，2025年9月客运运力投入同比上升3.63%，旅客周转量同比上升 8.67%，客座率为87.57%，同比上升4.06个百分点。货邮周转量同比上升10.95%。9月国内市场新增及加 密多条航线，国际市场开通及复航多条航线。9月本公司引进4架客机，退出2架，截至9月末合计运营 820架飞机。综合数据方面，收入吨公里同比增长9.18%，综合载运率为76.43%，同比上升4.41个百分 点。 ...

Group 1 - Eastern Airlines will launch a direct flight route connecting Beijing Daxing International Airport and Muscat International Airport starting from November 30, 2025, marking the first direct flight between the two locations operated by a Chinese airline [1][2] - The new route will operate under flight numbers MU2051/MU2052, utilizing Airbus A330 wide-body aircraft with two flights per week on Wednesdays and Sundays [2] - Ticket sales for the "Beijing Daxing—Muscat" route have commenced, with promotional offers available for travelers purchasing tickets for flights between November 30 and December 10 [2] Group 2 - Muscat, as the capital and largest city of Oman, serves as a significant port and commercial hub in the Middle East, attracting global travelers with its unique cultural landscapes and coastal scenery [3] - The opening of this direct flight is expected to enhance travel efficiency between the two cities, facilitating business cooperation and tourism [3]

上周，美国运输部提议禁止中国航空公司飞越俄罗斯往返美国的航线，并表示飞行时间的减少使美国航 空公司处于不利地位。 (责任编辑：宋政 HN002) 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com 格隆汇10月15日｜美国特朗普政府此前提议禁止中国航空公司使用途经俄罗斯领空的路线往返美国。美 国联合航空敦促将禁令扩大至国泰航空，以及其他以香港为基地的航空公司。 内地主要航空公司促请放弃禁止飞越俄罗斯的计划，称将增加飞行时间、提高机票价格，并可能扰乱一 些航线。东航表示，此举可能会使其部分最重要航线的飞行时间延长2至3个小时，大大增加错过转机的 风险，并增加燃油消耗。国航及南航表示，这项决定将对美国和中国的大量乘客产生不利影响。南航预 计，至少有2800名原定于11月至12月假期高峰期间出行的乘客需要重新订票，这将危及他们的旅行计 划。 ...

Group 1: Market Overview - The Hang Seng Index rose by 1.21%, gaining 308 points to close at 25,749 points, while the Hang Seng Tech Index increased by 1.18% [1] - Hong Kong's stock market saw a trading volume of HKD 158.6 billion in the morning session [1] Group 2: Airline Sector - Airline stocks experienced a collective rise, with growth in passenger traffic during the National Day holiday despite high base effects, indicating potential profit growth for airlines [1] - Eastern Airlines (00670) increased by 5.43%, China National Aviation (00753) rose by 4.06%, and Southern Airlines (01055) gained 3.74% [1] Group 3: Cement Sector - Cement stocks led the market gains, with a rebound expected in prices following a recent decline in several domestic markets [1] - China National Building Material (03323) rose by 6.32%, Conch Cement (00914) increased by 4.13%, and Huaxin Cement (06655) gained 3.78% [1] Group 4: Gold Sector - Lao Pu Gold (06181) surged over 7% as Morgan Stanley reaffirmed its "overweight" rating, citing a clear trend in brand value enhancement [1] - China Rare Earth Holdings (03788) rose over 5% as it completed pre-IPO fundraising and is set to list independently in Hong Kong [1] Group 5: Food and Beverage Sector - Guoquan (02517) saw a rise of over 9% as the restaurant sector's outlook improved, with expectations for store openings in Q4 [2] - Mixue Group (02097) increased by over 6%, with the brand gaining popularity and institutions optimistic about its brand expansion [4] Group 6: Consumer Goods Sector - Pop Mart (09992) rose by 3.6%, with potential to become a world-class cultural IP brand following a special gift to Apple's CEO [3] - Shangmei Co. (02145) increased by over 6%, with strong performance in domestic beauty brands in September and expectations for marginal improvement in Q4 due to the Double 11 shopping festival [3] Group 7: Gold Mining Sector - Shandong Gold (01787) fell over 5% after a profit warning, despite a potential doubling of net profit year-on-year for the first three quarters, with institutions advising caution regarding short-term adjustments in gold prices [5]

Group 1 - The three major Hong Kong airline stocks have risen, with China Eastern Airlines up nearly 7%, China National Aviation up 5%, and China Southern Airlines up over 3% [1] - According to Huatai Securities, the demand for civil aviation improved in September, leading to a year-on-year recovery in ticket prices. The average oil-inclusive price for domestic economy class tickets increased by 1.5% during weeks 36-39 (September 1-28), compared to a decline of 6.5% during the summer travel season [1] - Despite a 3.3% year-on-year increase in passenger volume during the Mid-Autumn and National Day holidays, the growth rate slowed compared to the 11.8% increase during the May Day holiday. However, the average oil-inclusive ticket price increased by 0.3%, indicating stable performance [1] Group 2 - The industry is expected to see a continued recovery in revenue levels in Q4, driven by low supply growth, reduced internal competition, and a low base effect. Long-term industry prospects are anticipated to improve [1] - Airport companies' non-aeronautical revenue growth is generally lower than traffic growth, indicating a need to enhance traffic monetization capabilities. Mid-term focus should be on airport capital expenditure cycles and their impact on profitability [1] - China Eastern Airlines reported an 8.72% year-on-year increase in passenger turnover for August, while China Southern Airlines reported a 5.97% increase in passenger turnover and a 5.48% increase in cargo turnover for the same month [2]

每经AI快讯，10月15日，港股航空股集体走高，截至发稿，东方航空(00670.HK)涨5.43%，报3.3港元； 中国国航(00753.HK)涨4.24%，报5.65港元；南方航空(01055.HK)涨3.24%，报4.14港元；国泰航空 (00293.HK)涨1.23%，报10.66港元。 ...

Core Viewpoint - The Hong Kong aviation stocks have seen significant gains, with China Eastern Airlines rising nearly 7%, China Southern Airlines up over 3%, and Air China increasing by 5% due to improved demand in the civil aviation sector in September [1][2]. Industry Summary - According to Huatai Securities, the demand for civil aviation improved in September, leading to a year-on-year recovery in ticket prices. The average oil-inclusive price for domestic economy class tickets increased by 1.5% during weeks 36-39 (September 1-28), compared to a decline of 6.5% during the summer travel period [1]. - During the Mid-Autumn Festival and National Day holiday, the passenger volume in civil aviation increased by 3.3% year-on-year, although this was a slowdown compared to the 11.8% increase during the May Day holiday. The average oil-inclusive ticket price also saw a modest year-on-year increase of 0.3%, indicating stable performance [1]. - Looking ahead, the industry is expected to continue its recovery in earnings levels in the fourth quarter, supported by low supply growth, reduced internal competition, and a low base effect. The long-term outlook for the industry remains positive [1]. - Airport companies are experiencing revenue growth in non-aeronautical operations that is generally lower than the growth in passenger traffic, highlighting the need to enhance the monetization of traffic. Attention should be paid to the capital expenditure cycle of airports and its impact on profitability in the medium term [1].