航班号为9C6791/9C6792。 2月3日起， 春秋航空新增 南昌⇌长春往返航班， 东方航空新增 南昌⇌青岛往返航班， 航班号为MU6143/MU6144。 记者从江西机场集团获悉， 2月2日起， 9C6792航班时刻为 南昌18:20 21:20长春。 南昌⇌青岛往返航班， 班期为每周一/二/三/四/五/六/日， 资料图 南昌⇌长春往返航班， 班期为每周一/三/五/日， 9C6791航班时刻为 长春22:10 01:30南昌； 来源：洪观新闻、江西机场集团 编辑：焦俊杰 MU6143航班时刻为 南昌07:05 08:40青岛； MU6144航班时刻为 青岛09:40 11:40南昌。 （航班时刻如有变动请以实时官网查询为准） ...

Investment Rating - The report maintains a "Recommended" rating for the transportation industry [2] Core Insights - The shipping sector is experiencing a recovery in oil transportation due to improved demand post-holidays and geopolitical tensions [6][16] - The aviation industry aims to achieve a passenger volume of 810 million in 2026, reflecting a growth rate of 5.2% [23][24] - The express delivery sector is expected to see a gradual recovery in competition and profitability, with a focus on major players like SF Express [20] Shipping - The oil shipping sector is rebounding due to increased cargo availability from the Middle East and geopolitical sanctions affecting supply [6][16] - Container shipping rates are showing slight increases, with strong pricing power among shipowners before long-term contract negotiations [11][12] - Key stocks to watch include COSCO Shipping Energy, China Merchants Energy, and Pacific Shipping [16] Infrastructure - Weekly data indicates a decline in truck traffic and rail freight, with road truck traffic at 46.964 million vehicles, down 14.9% week-on-week [17][18] - Port throughput for the first week of 2026 was 25.4953 million tons, showing a slight decrease but a year-on-year increase of 7.7% in container throughput [18] - Recommended stock for infrastructure investment is Anhui Expressway [18] Express Delivery - In November 2025, express delivery volume reached 18.06 billion pieces, a year-on-year increase of 5%, while revenue decreased by 3.7% [19][20] - The competitive landscape is expected to stabilize, with major companies like SF Express anticipated to see profit growth in 2026 [20] - Recommended stocks include SF Express, ZTO Express, YTO Express, and Yunda Express [20] Aviation - The aviation sector is entering a critical period with the Spring Festival approaching, and passenger volume is projected to grow by 5.2% in 2026 [23][24] - Recent data shows a year-on-year increase in domestic passenger volume of 1.5% and a decrease in ticket prices [21][24] - Recommended stocks include Air China, China Southern Airlines, and Spring Airlines [24] Logistics - The cross-border air freight price index has decreased by 19.9% week-on-week, indicating a significant drop in logistics costs [25]

Core Viewpoint - China Eastern Airlines' stock price has experienced a slight decline, closing at 5.98 yuan, down 0.33% from the previous week, despite reaching a near one-year high of 6.27 yuan during the week [1]. Group 1: Stock Performance - As of January 9, 2026, China Eastern Airlines' stock closed at 5.98 yuan, a decrease from 6.0 yuan the previous week, representing a 0.33% decline [1]. - The stock reached a weekly high of 6.27 yuan and a low of 5.8 yuan during the week [1]. - The company's current total market capitalization is 132.085 billion yuan, ranking 3rd in the aviation and airport sector and 142nd among 5,182 A-shares [1]. Group 2: Company Announcements - The monthly report for H-shares indicates no changes in the legal/registered capital for both H-shares and A-shares, with total issued shares remaining unchanged at 22.08773667 billion yuan [1]. - A wholly-owned subsidiary, Shanghai Airlines, plans to sell land use rights and buildings at the Hongqiao base to China Cargo Airlines for 137.6018 million yuan, aimed at optimizing the asset-liability structure and supporting core business development [1][3].

Group 1 - The Hefei Xinqiao International Airport will launch a new direct flight route to Kuala Lumpur from February 4 to March 14, operated by China Eastern Airlines Anhui Branch using an Airbus A320, marking the first direct connection to Kuala Lumpur from Hefei [3] - The opening of the Kuala Lumpur route coincides with the Spring Festival travel season, providing direct travel convenience for passengers from Anhui and surrounding areas for outbound tourism and family visits [3] - This new route enhances the connectivity of Hefei Airport as a regional hub and injects strong momentum into the economic, trade, and cultural cooperation between Anhui and Southeast Asian countries [3]

Group 1 - Hefei Xinqiao International Airport will launch its first route to Kuala Lumpur, Malaysia on February 4 [1][2] - The route will be operated by Eastern Airlines Anhui Branch using an Airbus A320 aircraft [1] - The opening of the Kuala Lumpur route coincides with the Spring Festival travel season, providing convenience for travelers from Anhui and surrounding areas [2] Group 2 - Kuala Lumpur, the capital of Malaysia, is known for its attractions such as the Petronas Twin Towers and Independence Square [2] - The new route enhances the connectivity of Hefei Xinqiao International Airport as a regional hub [2]

Core Viewpoint - The aviation and airport sector experienced a decline of 1.19% on January 9, with China Eastern Airlines leading the drop, while the overall Shanghai Composite Index rose by 0.92% [1] Group 1: Market Performance - The Shanghai Composite Index closed at 4120.43, up 0.92%, and the Shenzhen Component Index closed at 14120.15, up 1.15% [1] - The aviation and airport sector saw a net outflow of 408 million yuan from major funds, while retail investors contributed a net inflow of 377 million yuan [2] Group 2: Individual Stock Performance - China Eastern Airlines (600115) closed at 5.98, down 3.24%, with a trading volume of 1.3034 million shares and a transaction value of 778 million yuan [2] - Other notable declines included Spring Airlines (601021) down 1.87% and China National Airlines (601111) down 1.64% [2] - The highest trading volume was recorded for Hainan Airlines (600221) with 4.4577 million shares traded, despite a decline of 10.85% in net inflow from major funds [3] Group 3: Fund Flow Analysis - Major funds showed significant outflows in several stocks, including Hainan Airlines with a net outflow of 83.62 million yuan, and Spring Airlines with a net outflow of 28.47 million yuan [3] - Retail investors showed a positive net inflow in several stocks, with Hainan Airlines seeing a retail net inflow of 64.82 million yuan [3]

Group 1 - The aviation stocks have collectively declined, with China Eastern Airlines down 3.98% to HKD 5.31, China Southern Airlines down 3.63% to HKD 5.84, Air China down 2.06% to HKD 7.14, and Cathay Pacific down 2.04% to HKD 12.47 [1] - Following the New Year, domestic air ticket prices have significantly dropped, with some tickets available for as low as 10% of their original price, prompting consumers to choose off-peak travel [1] - A third-party ticketing platform reported that flights from Guangzhou to various cities are priced as low as RMB 210 (excluding tax), equivalent to a fare of 1.1% of the original price for a flight from Guangzhou to Shanghai on January 7 [1] Group 2 - Brent crude oil futures surged by 5% at one point, reaching a nearly two-week high, closing at USD 61.99 per barrel, an increase of USD 2.03 or 3.4% from the previous trading day [1] - According to Huachuang Securities, a 10% change in oil prices corresponds to an annual cost impact of approximately RMB 4.3 to 5.1 billion for the three major airlines, while a 1% fluctuation in exchange rates affects them by RMB 130 to 260 million [1]

Group 1 - The aviation stocks collectively declined, with Eastern Airlines down 3.98% at HKD 5.31, Southern Airlines down 3.63% at HKD 5.84, Air China down 2.06% at HKD 7.14, and Cathay Pacific down 2.04% at HKD 12.47 [1] - Following the New Year, domestic air ticket prices have significantly dropped, with some tickets available for as low as 10% of their original price, leading to consumers opting for off-peak travel [1] - A third-party ticketing platform reported that flights from Guangzhou to various cities are priced as low as RMB 210 (excluding tax), equivalent to a 1.1% discount [1] Group 2 - On Thursday, Brent crude oil futures surged by 5%, reaching a nearly two-week high, closing at USD 61.99 per barrel, an increase of USD 2.03 or 3.4% from the previous trading day [1] - According to Huachuang Securities, a 10% change in oil prices corresponds to an annual cost impact of approximately RMB 4.3 to 5.1 billion for the three major airlines, while a 1% fluctuation in exchange rates affects them by RMB 130 to 260 million [1]

Core Insights - China Eastern Airlines (CEA) is celebrating its 69th anniversary on January 9, 2026, with the release of a new promotional video titled "Neighbors Across the Horizon," featuring brand ambassador Hu Ge [1][3] Group 1: Brand Collaboration and Narrative - This promotional video marks the 10th collaboration between CEA and Hu Ge, combining emotional resonance with the essence of "airlines connecting the world" [3] - The narrative begins with a boarding announcement, where Hu Ge portrays a "time traveler" visiting various cities and meeting "neighbors" worldwide, illustrating the Eastern wisdom of "friends across the sea" [3] Group 2: Strategic Development and Global Network - The video reflects CEA's commitment to its "Three Flights" strategy, aiming to expand internationally and into emerging markets [3] - In 2025, CEA plans to open 24 new international routes, establishing a global network covering 40 countries and regions across six continents, reaching 255 destinations [3] - The launch of the Shanghai-Oakland-Buenos Aires route will connect three continents with a journey of 20,000 kilometers, setting a record for the longest single-route flight globally [3] Group 3: Cultural Exchange Initiatives - CEA is dedicated to promoting global cultural exchange, transforming flights into "cultural exhibition halls" in the sky [3] - The "Shanghai Museum" and "National Museum" themed aircraft serve as "flying museums," allowing passengers to encounter treasures of Chinese civilization at high altitudes [3] - The "CIIE" and "Winter Olympics" themed aircraft act as "ambassadors" inviting global travelers to experience the richness of China [3]

来源：中航集团网站、长安街知事 （文章来源：华夏时报） 据中航集团网站消息，2026年1月9日上午，中国航空集团有限公司召开领导班子（扩大）会议。受中央 组织部领导委托，中央组织部有关干部局负责同志宣布了党中央关于中国航空集团有限公司总经理调整 的决定：曲光吉同志任中国航空集团有限公司董事、总经理、党组副书记，免去其中国南方航空集团有 限公司副总经理、党组成员职务；免去王明远同志的中国航空集团有限公司董事、总经理、党组副书记 职务。相关职务任免，按有关法律和章程的规定办理。 据公开信息显示，曲光吉，男，1970年2月出生，1993年7月参加工作，1992年3月加入中国共产党。 2023年8月，曲光吉任中国南方航空集团有限公司副总经理、党组成员。 据介绍，中国航空集团有限公司简称"中航集团"，2002年10月11日成立，是特大型国有航空运输集团公 司，也是中国唯一载国旗飞行的航空运输企业。2017年12月29日，按照公司制改制要求，中航集团由全 民所有制企业改制为国有独资公司，改制后公司名称由中国航空集团公司改为中国航空集团有限公司。 ...