Market Overview - The Hong Kong stock market indices rebounded after an initial dip, with the Hang Seng Index slightly up by 0.04%, and the Hang Seng China Enterprises Index and Hang Seng Tech Index rising by 0.52% and 0.63% respectively, ending a three-day decline [1] Sector Performance - Large technology stocks showed mixed results, with Kuaishou up by 1.69%, while Meituan, JD.com, and Baidu also saw gains. Alibaba, NetEase, Xiaomi, and Tencent experienced slight declines [1] - Copper prices surged due to supply shortages and a computing power revolution, leading to significant gains in copper mining stocks. China Daye Non-Ferrous Metals soared nearly 20%, Jiangxi Copper rose over 11%, and China Nonferrous Mining increased by 8% [1] - Hong Kong local bank stocks surged, particularly HSBC, which plans to privatize through an agreement, causing Hang Seng Bank's stock to spike by 41%, reaching a historical high [1] - Mining resource stocks and high-speed rail infrastructure stocks saw substantial increases, with China Railway Group rising over 10% [1] - Institutional analysts are focusing on Q4 demand recovery due to low baselines, leading to a collective rebound in airline stocks, with China Eastern Airlines up nearly 10%. Wind power, semiconductor, telecommunications, oil, and property management stocks also saw gains [1] Declines in Specific Sectors - Pharmaceutical stocks fell across the board, with Innovent Biologics, SiHuan Pharmaceutical, and I-Mab leading the decline in innovative drug stocks [1] - The film industry faced a downturn due to poor box office performance during the National Day holiday, resulting in a collective drop in cinema stocks [1] - The automotive sector mostly declined [1]

港股航空股大幅拉升，其中，中国东方航空大涨10.6领衔，中国南方航空涨约8%，中国国航涨4.8%， 国泰航空涨1.6%。 消息上，中金指出，航司数据方面，根据Wind，10.1-10.7日国内航司日均客流量同比增长3%，平均单 价同比减少4%，对比五一假期（客运量同比增长13%，平均单价下滑9%）客运量同比增速收窄。 招商证券日前研报指出，今年以来板块总体走势较弱，关注Q4低基数下供需修复、"反内卷"政策及原 油增产等对股价的催化作用。 | 代码 | 名称 | 最新价 | 涨跌幅 ▽ | | --- | --- | --- | --- | | 00670 | 中国东方航空股> | 3.340 | 10.60% | | 01055 | 中国南方航空股 | 4.110 | 7.87% | | 00753 | 中国国航 | 5.680 | 4.80% | | 01848 | 中国飞机租赁 | 4.680 | 3.08% | | 00293 | 国泰航空 | 10.730 | 1.61% | | 02588 | 中银航空租赁 | 70.700 | 1.14% | | 00694 | 北京首都机场股 | 2.870 | ...

| 代码 | 名称 | 最新价 | 涨跌幅 ▽ | | --- | --- | --- | --- | | 00670 | 中国东方航空股2 | 3.340 | 10.60% | | 01055 | 中国南方航空股 | 4.110 | 7.87% | | 00753 | 中国国航 | 5.680 | 4.80% | | 01848 | 中国飞机租赁 | 4.680 | 3.08% | | 00293 | 国泰航空 | 10.730 | 1.61% | | 02588 | 中银航空租赁 | 70.700 | 1.14% | | 00694 | 北京首都机场股 | 2.870 | 1.06% | 港股航空股大幅拉升，其中，中国东方航空大涨10.6领衔，中国南方航空涨约8%，中国国航涨4.8%， 国泰航空涨1.6%。 消息上，中金指出，航司数据方面，根据Wind，10.1-10.7日国内航司日均客流量同比增长3%，平均单 价同比减少4%，对比五一假期（客运量同比增长13%，平均单价下滑9%）客运量同比增速收窄。 招商证券日前研报指出，今年以来板块总体走势较弱，关注Q4低基数下供需修复、"反内卷"政策及原 油增产等对 ...

Group 1 - The core viewpoint of the article highlights a rebound in Hong Kong aviation stocks, with significant gains observed in major airlines [1] Group 2 - China Eastern Airlines saw an increase of over 7% [1] - China Southern Airlines rose by more than 6% [1] - Air China experienced a nearly 4% increase [1] - China Aircraft Leasing gained over 3% [1]

Group 1 - The core viewpoint of the article highlights a rebound in Hong Kong aviation stocks, with significant gains observed in major airlines [1] Group 2 - China Eastern Airlines shares increased by over 7% [1] - China Southern Airlines shares rose by over 6% [1] - Air China shares climbed nearly 4% [1] - China Aircraft Leasing shares gained over 3% [1]

每经AI快讯，10月9日，港股航空股早盘普遍反弹，截至发稿，南方航空(01055.HK)涨5.77%，报4.03港 元；中国国航(00753.HK)涨4.24%，报5.65港元；东方航空(00670.HK)涨3.97%，报3.14港元。 ...

航空股早盘普遍反弹，截至发稿，南方航空（600029）(01055)涨5.77%，报4.03港元；中国国航 （601111）(00753)涨4.24%，报5.65港元；东方航空(00670)涨3.97%，报3.14港元。 消息面上，据中国交通运输部，10月1日至8日（国庆中秋假期），累计全社会跨区域人员流动量预计达 到24.32亿人次，创历史同期新高。另外，中金指出，航司数据方面，10.1-10.7日国内航司日均客流量 同比增长3%，平均单价同比减少4%，对比五一假期（客运量同比增长13%，平均单价下滑9%）客运量 同比增速收窄。 招商证券日前研报指出，近期民航多次强调"反内卷"，7月22日，2025年全国民航年中工作电视电话会 议上，围绕扎实做好2025年下半年民航工作，宋志勇提出九点要求，其中第三点要求加快构建民航领域 统一大市场，综合整治行业"内卷式"竞争。今年以来板块总体走势较弱，关注Q4低基数下供需修 复、"反内卷"政策及原油增产等对股价的催化作用。 ...

消息面上，据中国交通运输部，10月1日至8日（国庆中秋假期），累计全社会跨区域人员流动量预计达 到24.32亿人次，创历史同期新高。另外，中金指出，航司数据方面，根据Wind，10.1-10.7日国内航司 日均客流量同比增长3%，平均单价同比减少4%，对比五一假期（客运量同比增长13%，平均单价下滑 9%）客运量同比增速收窄。 智通财经APP获悉，航空股早盘普遍反弹，截至发稿，南方航空(01055)涨5.77%，报4.03港元；中国国 航(00753)涨4.24%，报5.65港元；东方航空(00670)涨3.97%，报3.14港元。 招商证券日前研报指出，近期民航多次强调"反内卷"，7月22日，2025年全国民航年中工作电视电话会 议上，围绕扎实做好2025年下半年民航工作，宋志勇提出九点要求，其中第三点要求加快构建民航领域 统一大市场，综合整治行业"内卷式"竞争。今年以来板块总体走势较弱，关注Q4低基数下供需修 复、"反内卷"政策及原油增产等对股价的催化作用。 ...

Core Viewpoint - The airline sector is experiencing a collective decline in stock prices, attributed to ongoing cost pressures, increased competition, and weak pricing power, which are impacting profitability [1] Group 1: Stock Performance - China Southern Airlines (600029) fell by 4.53%, trading at HKD 3.79 [1] - China Eastern Airlines (00670) decreased by 3.5%, trading at HKD 3.03 [1] - Air China (601111) dropped by 2.68%, trading at HKD 5.45 [1] - Meilan Airport (00357) declined by 1.42%, trading at HKD 10.43 [1] Group 2: Market Influences - OPEC+ agreed to increase oil production by 137,000 barrels per day in November, which is lower than expected, leading to a recovery in oil prices [1] - JPMorgan's report indicates that the airline sector has underperformed the market this year due to cost pressures and competitive dynamics [1] Group 3: Future Outlook - The sustainability of the recent rebound in airline stock prices remains uncertain as the industry is approaching a low season [1] - The impact of anti-competition measures and related regulations is limited, and these measures are unlikely to significantly improve pricing levels [1] - The forecast for prices from 2025 to 2027 is expected to remain flat [1]

FF301 | 1. 股份分類 | 普通股 | 股份類別 | H | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 00670 | 說明 | | 中國東方航空股份有限公司H股 | | | | | | | | 法定/註冊股份數目 | | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | | 5,176,777,777 | RMB | | 1 RMB | | 5,176,777,777 | | 增加 / 減少 (-) | | | | | | RMB | | | | 本月底結存 | | | 5,176,777,777 | RMB | | 1 RMB | | 5,176,777,777 | | 2. 股份分類 | 普通股 | 股份類別 | A | | 於香港聯交所上市 (註1) | | 否 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 600115 | ...