Group 1 - The core viewpoint of the article highlights a significant increase in airline stocks, with China National Airlines, Eastern Airlines, Southern Airlines, and Cathay Pacific experiencing notable gains in their stock prices [1] - The 2026 Spring Festival holiday has been extended, which is expected to boost travel for family visits and tourism [1] - The national Spring Festival transportation conference predicts that cross-regional passenger flow during the 2026 Spring Festival will reach 9.5 billion trips, representing a year-on-year increase of approximately 5.3%, setting a new historical record [1] Group 2 - Data from the travel industry indicates that as of January 29, domestic flight bookings have exceeded 7.16 million, with a daily average booking increase of 16% year-on-year [1] - Galaxy Securities reports that high-frequency booking data corroborates official passenger volume forecasts, reflecting strong demand for civil aviation travel [1] - The combination of robust travel demand and steady release of flight supply is expected to support improvements in both passenger flow and revenue levels for civil aviation during the Spring Festival [1]

Group 1 - The core viewpoint of the article highlights a significant increase in airline stocks, with China National Aviation (00753) rising by 5.49% to HKD 7.49, Eastern Airlines (00670) up by 5.17% to HKD 6.1, Southern Airlines (01055) increasing by 4.92% to HKD 6.4, and Cathay Pacific (00293) rising by 0.97% to HKD 12.52 [1] - The 2026 Spring Festival holiday has been extended, which is expected to boost travel for family visits and tourism [1] - The national Spring Festival transportation meeting forecasts that cross-regional personnel flow during the 2026 Spring Festival will reach 9.5 billion trips, a year-on-year increase of approximately 5.3%, setting a new historical high [1] Group 2 - Data from the travel industry indicates that as of January 29, domestic flight bookings have exceeded 7.16 million, with an average daily ticket booking volume increasing by 16% year-on-year [1] - Galaxy Securities notes that high-frequency booking data corroborates official transportation volume forecasts, reflecting strong demand for civil aviation travel, which, combined with a steady release of flight supply, is expected to support improvements in both passenger flow and revenue levels during the Spring Festival [1]

Group 1 - The 2026 Spring Festival travel season commenced on February 2, lasting for 40 days, with China Eastern Airlines operating over 3,000 flights to support the travel demand [1][4] - On the first day of the Spring Festival travel, international flights from Shanghai to destinations such as Paris, Madrid, London, Busan, Chiang Mai, and the Maldives reported a passenger load factor exceeding 90% [3] - Domestic flights from Shanghai to Harbin, Changchun, Sanya, and Kunming achieved a passenger load factor of over 85%, indicating a strong demand for winter tourism and travel to southern and northern regions [3]

贝壳财经记者查询发现，根据东航公布的国际航班高速Wi-Fi套餐价格，日韩航线为88 元/全航程，其他 国际航线258元/全航程。 另据了解，东航是国内首家实现空中Wi-Fi服务全程可用的航空公司。2023年8月，成为国内首家在飞行 高度3000米以下仍开放空中Wi-Fi服务的航空公司；2025年8月起，东航将国内"空中快线"航班的免费 Wi-Fi服务从头等舱、公务舱拓展至超级经济舱及指定经济舱舱位；同年10月，东航再次对"空中快 线"Wi-Fi服务进行升级，所有宽体机执行的国内"空中快线"航班提供经济舱全舱位基础版WiFi服务。 2026年1月1日，东航将免费Wi-Fi覆盖到了所有宽体机执飞的国内航班。 新京报贝壳财经讯（记者俞金旻）2月3日，记者从中国东方航空公司获悉，2026年除夕（2月16日）， 东航将为所有宽体机执飞的国际及港澳台地区入境航班旅客免费赠送4个半小时高速Wi-Fi，旅客可于北 京时间20:00至次日00:30收看马年春晚直播。 编辑 陈莉 校对 穆祥桐 贝壳财经记者了解到，此次云端观春晚活动，是以技术为纽带，打破物理距离的限制，让"天涯共此 时"的梦想照进现实，让乡愁在高速网络中消散，让 ...

每经AI快讯，港股航空股今日回暖，截至发稿，东方航空(00670.HK)涨4.81%，报5.66港元；南方航空 (01055.HK)涨4.15%，报6.03港元；中国国航(00753.HK)涨2.79%，报6.99港元；国泰航空(00293.HK)涨 1.48%，报12.37港元。 （文章来源：每日经济新闻） ...

航空股今日回暖，截至发稿，东方航空(00670)涨4.81%，报5.66港元；南方航空（600029）(01055)涨 4.15%，报6.03港元；中国国航（601111）(00753)涨2.79%，报6.99港元；国泰航空(00293)涨1.48%，报 12.37港元。 招商证券发布研报称，25年四季度以来，受益行业票价同比改善、未来盈利修复预期强化以及市场整体 上涨影响，行业估值总体大幅上行，1月下旬以来受国际油价较快上涨影响板块有所回落，当前时点建 议关注春运行业量价表现、供需政策落地情况及中东局对油价影响。 消息面上，航旅纵横大数据显示：截至1月29日，2026年节前春运，国内航线机票预订量超1246万张， 比去年春运同期增长约8%；出境航线机票预订量超137万张，入境航线航线机票预订量超147万张，比 去年春运同期增长约5%。 ...

Group 1 - The core viewpoint of the article highlights a recovery in airline stocks, with significant increases in share prices for major airlines such as China Eastern Airlines, China Southern Airlines, Air China, and Cathay Pacific [1] - As of January 29, 2026, domestic flight ticket bookings exceeded 12.46 million, representing an approximate 8% increase compared to the same period last year [1] - International flight ticket bookings surpassed 1.37 million, while inbound flight ticket bookings exceeded 1.47 million, both showing a growth of about 5% compared to the previous year [1] Group 2 - According to a report from China Merchants Securities, since the fourth quarter of 2025, the airline industry has benefited from improved ticket prices year-on-year, reinforced expectations for future profit recovery, and an overall market uptrend [1] - The industry valuation has significantly increased, although there has been a recent pullback due to a rapid rise in international oil prices [1] - Current recommendations focus on monitoring the performance of ticket volume and prices during the Spring Festival travel season, the implementation of supply-demand policies, and the impact of Middle Eastern geopolitical situations on oil prices [1]

日前，南航、东航、国航、海航四大航司相继披露了2025年的业绩预告。南都N视频记者梳理公告获 悉，在民航业持续复苏的背景及公司各项成本管控举措下，南航、海航预计2025年将实现扭亏为盈，其 中海航盈利水平仍居四大航之首，且扭亏幅度最大。中国国航净亏损同比扩大，东航净亏损收窄，预计 利润总额将实现同比扭亏。 南航海航预计2025年扭亏为盈 南航预计，2025年度将实现扭亏为盈，实现归母净利润8亿元至10亿元，上年同期录得净亏损16.96亿 元，增长24亿元至26亿元。同期，实现归母扣除非经常性损益后的净利润1.3亿元到1.9亿元。南航因不 同于国航东航，未将货运物流板块拆分，因此货运业务的增长也为整体业绩的改善带来积极影响。 中国国航预计，2025年将实现归母净亏损约13亿元至19亿元，同比增亏至净亏损2.37亿元。同期，实现 归母扣除非经常性损益的净亏损约为19亿元到27亿元。国航称，亏损原因是，公司在资产负债表日对递 延所得税资产的账面价值进行复核，相应转回部分递延所得税资产。 海南航空预计，2025年将实现扭亏为盈，实现归母净利润18亿元至22亿元，上年同期录得净亏损9.21亿 元，增长27.21亿元至3 ...

Core Insights - The 2026 Spring Festival travel season, starting on February 2, is expected to see a record high in passenger volume, with increased demand for services from airlines due to overlapping travel for family visits, tourism, and students [1][2] Group 1: Digital Innovations in Ticketing - China Eastern Airlines (CEA) has launched an "online ticket standby" service to facilitate ticket purchasing during peak travel times, allowing passengers to submit standby requests through the CEA app without manual intervention [2] - The "unified order" project, launched in March 2025, allows passengers to request ticket refunds directly through CEA's official platforms, enhancing the self-service experience and transparency in the refund process [3] - The "product shopping cart" feature, introduced in June 2025, enables passengers to customize their ticket purchases by combining flights with various ancillary services, catering to diverse travel needs during peak seasons [4] Group 2: Enhanced Customer Experience - CEA's "upgrade in advance" project, set to launch in April 2025, will provide passengers with early upgrade options, allowing them to receive upgrade offers before flight departure and complete the process via a link sent through SMS [6] - The airline has established a cooperative network with China Southern Airlines and Air China, allowing passengers to purchase tickets from multiple airlines through CEA's platform, enhancing travel options and convenience [7] - CEA's marketing department indicates that these innovations are part of a broader strategy to leverage digital transformation to improve passenger ticketing experiences and meet diverse travel demands [7]

为应对客流增长，东航今年春运在广东投入的座位数同比增加超过10万个，增幅达8.43%；执行航班约 8100班，同比增长约5.11%；预计运输旅客128万人次，同比增长8.21%。 根据目前广东各机场的客票销售情况来看，2026年春运返乡、探亲、学生、旅游等客流已形成叠加态 势，客票预订量近期迎来显著增长。 为应对旅客出行需求，东航在广州加密了往返西安、昆明、成都、兰州、太原、南京的航班；在深圳加 密了往返大理、太原、武汉航班，并新增深圳往返哈尔滨的直飞航班；在珠海加密了往返昆明、上海虹 桥的航班；在近年来火爆的潮汕市场，新增或加密往返上海、成都、南京、郑州、北京、宁波、昆明、 南昌、兰州等地的航班；在湛江加密往返南京、上海、武汉、南昌、成都的航班；在梅州新增往返上海 浦东的航班。 中新网广州2月3日电 (记者 郭军)2026年春运2日开启。记者从各大航空运输单位了解到，为服务广东地 区不断增长的旅客出行需求，各大航空公司纷纷增加运力投入，多措并举提升服务保障水平。 另一方面，今年春运的返乡、探亲客流也受到长假期的利好影响，特别是"先返乡探亲、后出门旅 游"的"二次出行"模式会更为普遍。东航预计节前节后将迎来一 ...