Core Insights - The launch of the direct flight route between China and Argentina marks a significant development in enhancing trade and cultural exchanges, with the route being recognized as the longest commercial flight globally [1][5]. Group 1: Flight Operations and Market Response - The new route operated by China Eastern Airlines connects Shanghai, Auckland, and Buenos Aires, reducing travel time from nearly 30 hours to approximately 25 hours, thus improving travel efficiency [2]. - The inaugural flight achieved a remarkable 96% seat occupancy, indicating strong market interest, which has now shifted from initial excitement to practical business planning [2]. - Increased inquiries from South American business professionals for market visits and exhibitions in China have been noted, highlighting the route's role in facilitating business interactions [2]. Group 2: Logistics and Supply Chain Benefits - The first return flight transported 2.1 tons of cherries from Argentina and 10.5 tons of Chilean salmon, showcasing the route's potential for high-value logistics [3]. - Subsequent flights have seen a 70% increase in cargo volume compared to the inaugural flight, with significant growth in e-commerce goods and precision instruments [3]. - The direct flight has enabled Argentine exporters to view Shanghai as a logistics hub for accessing the broader Asian market, enhancing supply chain reliability and reducing product loss risks [3]. Group 3: Broader Economic and Cultural Implications - The opening of the route is seen as a starting point for deeper cooperation, with plans for over 50 coordinated routes between China Eastern Airlines and Aerolineas Argentinas [4]. - The direct flight is expected to boost tourism from China to Argentina, particularly during the Southern Hemisphere's summer, providing new opportunities for the tourism industry [5]. - The route is positioned as a bridge for promoting personnel exchanges, trade reciprocity, and cultural understanding, with expectations for increased flight frequency and collaborative efforts [5].

来源：新浪证券-红岸工作室 机构持仓方面，截止2025年9月30日，中国东航十大流通股东中，中国证券金融股份有限公司位居第八 大流通股东，持股4.30亿股，持股数量较上期不变。香港中央结算有限公司位居第十大流通股东，持股 2.95亿股，相比上期减少545.24万股。 12月11日，中国东航跌0.98%，成交额2.70亿元。两融数据显示，当日中国东航获融资买入额1437.35万 元，融资偿还1009.40万元，融资净买入427.96万元。截至12月11日，中国东航融资融券余额合计3.38亿 元。 融资方面，中国东航当日融资买入1437.35万元。当前融资余额3.34亿元，占流通市值的0.39%，融资余 额低于近一年10%分位水平，处于低位。 截至9月30日，中国东航股东户数14.99万，较上期减少3.37%；人均流通股0股，较上期增加0.00%。 2025年1月-9月，中国东航实现营业收入1064.14亿元，同比增长3.73%；归母净利润21.03亿元，同比增 长1623.91%。 分红方面，中国东航A股上市后累计派现32.96亿元。近三年，累计派现0.00元。 融券方面，中国东航12月11日融券偿还6.97万 ...

Core Points - China Eastern Airlines has launched the first direct flight route between China and Argentina, with the inaugural MU745 flight arriving in Buenos Aires on December 4, marking a significant milestone in air travel between the two countries [1][2] - The flight, which connects Shanghai to Buenos Aires via Auckland, has set a new record for the longest single-route flight in the world, covering over 20,000 kilometers and taking nearly 26 hours [1] - The new route is expected to operate twice a week, enhancing trade and cultural exchanges between China, New Zealand, and Argentina [1][2] Group 1 - The direct flight has already transported over 1,000 passengers within its first week of operation [1] - The route allows for cargo transport, with the first return flight carrying over 2 tons of Argentine cherries and more than 10 tons of fresh Chilean salmon to China [1] - The opening of this route is anticipated to significantly boost regional trade and cultural interactions, as stated by the general manager of Ezeiza International Airport [1] Group 2 - The new air corridor connects Northeast Asia, Oceania, and South America, responding to the growing economic ties between China and Latin American countries [2] - The Chinese ambassador to Argentina emphasized that the new route symbolizes the friendship and connection between China, Argentina, and New Zealand [2]

Core Points - China Eastern Airlines (CEA) inaugurated a new Shanghai-Auckland-Buenos Aires route on December 4, 2025, marking the first direct flight from Shanghai to a major South American city, thus creating a new "southbound corridor" across the Pacific [1][4] - The inaugural flight was operated by a Boeing 777-300ER and carried 282 passengers on a 20,000-kilometer journey, reducing travel time from approximately 30 hours to about 25 hours, setting a record for the world's longest one-way commercial flight [1][2] - The route allows CEA to handle passenger and cargo transfers in Auckland without aircraft change, enhancing trade between China, New Zealand, and Argentina [3][4] Service Enhancements - CEA's new route features a themed aircraft, "National Museum of China," designed in collaboration with the National Museum of China, showcasing motifs from the museum's artifacts [2] - The airline has introduced a Spanish-language hotline to assist travelers, enhancing its international service offerings [2] - Passengers on the inaugural flight enjoyed special beverages and Argentine dishes, highlighting the cultural exchange aspect of the new route [2] Trade and Cultural Exchange - The route facilitates a cold-chain direct delivery channel from Argentina to China, with the return flight carrying 2.1 tonnes of Argentine cherries and 10.5 tonnes of fresh Chilean salmon [4] - The complementary seasons between the Northern and Southern Hemispheres are expected to attract travelers, promoting cultural exchanges between the Asia-Pacific and Latin America [4]

Core Insights - China Eastern Air Logistics has successfully transported 88.75 tons of fresh cherries from Chile to China in a record time of 24 hours, marking the launch of its dedicated cherry charter program for the new season [1][4]. Company Operations - The company has already airlifted over 1,100 tons of in-season cherries to various ports in China, including Ezhou, Shanghai, Zhengzhou, Shenzhen, Hefei, Ningbo, and Hong Kong, utilizing externally chartered freighters [4]. - China Eastern Air Logistics has integrated its own capacity with resources from nine leading global airlines to create a high-frequency, high-density "flight wave system" for cherry transport [5]. - The company has established a fully integrated fresh express system that includes intercontinental direct flights, port-of-entry processing, and warehouse distribution, ensuring cherries reach consumers within 48 hours [5]. Technological Integration - The company employs digital tools like the "Dongdongce" temperature monitoring system and the "Feilaixian" intelligent dispatch platform for end-to-end management of cherry logistics, enhancing transparency and efficiency [6]. Market Position - Chile remains the leading source of cherry imports for China, and China Eastern Air Logistics has been the largest carrier and importer of Chilean cherries for 12 consecutive years [7]. - The company offers diverse logistics solutions, including sea-air intermodal transport and full-plane air-to-air transport, expanding its reach into Southeast Asia and other markets [7]. Strategic Development - China Eastern Air Logistics is enhancing its global fresh supply chain capabilities, contributing to the dual-circulation development paradigm and supporting Shanghai's growth as an international shipping hub [8]. - The company plans to refine its operational model to ensure broader coverage, faster delivery, and consistent quality, aiming to make imported cherries a seasonal delight for more households in China [9].

SHANGHAI, Dec. 11, 2025 (GLOBE NEWSWIRE) -- On December 1, at 11:08 a.m., China Eastern Airlines flight MU9179 touched down smoothly at Lanzhou Zhongchuan International Airport, which sits at an elevation of 1,948.7 meters (6,394 feet). This landing marked the official commencement of regular commercial flights by C919, China's first domestically produced large civil aircraft, on the Shanghai-Lanzhou route. It is also the first time China Eastern Airlines has flow the C919 to a high-altitude airport. A Med ...

Core Viewpoint - The aviation sector is experiencing a rebound with several airlines, including China Southern Airlines, China Eastern Airlines, Cathay Pacific, and Air China, showing positive stock performance as they prepare for increased international flight operations during the upcoming holiday season [1][2]. Group 1: Stock Performance - China Southern Airlines shares rose by 2% to a price of 5.240 [2] - China Eastern Airlines shares increased by 1.5% to a price of 4.640 [2] - Cathay Pacific shares saw a rise of 1.53% to a price of 11.950 [2] - Air China shares grew by 1.28% to a price of 6.350 [2] Group 2: Market Dynamics - As of December 10, multiple airlines, including China Eastern, China Southern, Hainan Airlines, and Juneyao Airlines, have launched new international routes or increased flight frequencies in anticipation of the peak travel periods around New Year's, winter vacation, and the Spring Festival [1] - Zhao Nan, General Manager of the Industry Development Department at TravelSky, indicated that the overlapping travel demands for family visits, student travel, and tourism will lead to a concentrated release of passenger travel needs starting in late December [1] - Airlines are expected to increase capacity in response to market demand, ensuring sufficient flight availability for travelers [1]

Core Viewpoint - The aviation sector is experiencing a rebound, with notable increases in stock prices for major airlines in China, including China Southern Airlines and Air China, as competition in the international route market intensifies in December [1][7]. Group 1: Market Trends - As of December 10, several airlines, including Eastern Airlines, Southern Airlines, Hainan Airlines, and Juneyao Airlines, have opened, increased, or resumed international routes, targeting the peak travel periods of New Year's, winter vacation, and Spring Festival [3][9]. - The competition in the international route market is heating up, indicating a strategic move by airlines to capture passenger flow during high-demand periods [3][9]. Group 2: Financial Outlook - Guotai Junan Securities has maintained an "overweight" rating on airline oil transportation, predicting a significant reduction in losses for the airline industry in Q4 2025 and an overall turnaround for the year [3][9]. - The report suggests that demand growth will drive ticket prices and profitability upward and that this trend is sustainable, recommending a contrarian approach to investing in the super cycle [3][9]. - Despite a slight correction in oil transportation rates, they remain at high levels, and the impact of the Russia-Ukraine negotiations is expected to be limited, with an optimistic outlook for future industry performance exceeding expectations [3][9].

Group 1 - The aviation stocks have rebounded after a period of decline, with China Southern Airlines rising by 2%, China Eastern Airlines and Cathay Pacific increasing by 1.5%, and Air China up by 1.28% [1] - As of December 10, several airlines, including China Eastern, China Southern, Hainan Airlines, and Juneyao Airlines, have opened, increased, or resumed international routes in anticipation of the peak travel periods during New Year's, winter vacation, and Spring Festival [1] - The demand for travel is expected to surge due to the overlap of family visits, student travel, and tourism during the peak season starting from late December, prompting airlines to increase capacity to meet this demand [1] Group 2 - The latest stock prices and changes for key airlines are as follows: China Southern Airlines at 5.240 with a rise of 1.95%, China Eastern Airlines at 4.640 with a rise of 1.53%, Cathay Pacific at 11.950 with a rise of 1.53%, and Air China at 6.350 with a rise of 1.28% [2]

Core Insights - The international airline market is experiencing intensified competition as airlines prepare for peak travel periods around New Year's, winter holidays, and the Spring Festival [1] Group 1: New Route Developments - China Southern Airlines (CZ377) launched a new route from Guangzhou to Madrid, achieving over 90% seat occupancy on return flights [2] - China Southern Airlines also inaugurated a direct flight from Guangzhou to Darwin, reducing travel time to approximately 6 hours [2] - Eastern Airlines opened a significant new route from Shanghai to Buenos Aires via Auckland, marking the longest single-route flight globally and filling a gap in direct flights to South America [2] - Hainan Airlines announced three new Southeast Asia routes, including Haikou to Kuala Lumpur and Ho Chi Minh City, set to open in December [2][3] - Sichuan Airlines resumed its direct flight from Chengdu to Auckland [3] Group 2: Travel Demand and Booking Trends - Flight ticket bookings for the upcoming New Year holiday have surged, with domestic route bookings exceeding 1.06 million, a year-on-year increase of approximately 45%, and international route bookings surpassing 530,000, up about 15% [4] - Popular outbound destinations for the New Year include Bangkok, Seoul, and Singapore, with long-distance destinations like London and Sydney also in demand [4] - The travel booking platform reported a significant increase in interest for outbound travel products, with overall booking activity rising over 30% compared to the previous year [4] - There is a growing interest in long-haul destinations such as Australia, Turkey, Egypt, and Switzerland, indicating a shift towards more diverse travel options [5] - The expansion of international routes is expected to enhance flight accessibility and meet the increasing demand for travel from China and to China [5]