消息上，进入12月，国际航线市场竞争悄然升温。截至12月10日，有媒体观察到，东航、南航、海航、 吉祥航空等多家航司新开、加密、复航国际航线，瞄准元旦、寒假及春节出行高峰期，拉开了抢占客流 的序幕。 航旅纵横行业发展部总经理赵楠表示，12月底开始，元旦、寒假、春节叠加形成全年出行高峰，探亲 流、学生流、旅游流高度重合，旅客出行需求预计会集中释放。航司也会根据市场需求增投运力，为旅 客出行提供充足的运力保障。 | 代码 | 名称 | 最新价 | 涨跌幅 √ | | --- | --- | --- | --- | | 01055 | 中国南方航空股 | 5.240 | 1.95% | | 00670 | 中国东方航空股 | 4.640 | 1.53% | | 00293 | 国泰航空 | 11.950 | 1.53% | | 00753 | 中国国航 | 6.350 | 1.28% | | 01848 | 中国飞机租赁 | 4.670 | 1.08% | | 02588 | 中银航空租赁 | 72.850 | 0.07% | 连续回调的航空股以来反弹行情，其中，中国南方航空涨2%，中国东方航空、国泰航空涨1.5% ...

进入12月，国际航线市场竞争悄然升温。截至12月10日，北京商报记者观察到，东航、南航、海航、吉 祥航空等多家航司新开、加密、复航国际航线，瞄准元旦、寒假及春节出行高峰期，拉开了抢占客流的 序幕。 持续加码国际市场 12月2日上午11点10分，载有274名旅客的南航CZ377航班从广州白云国际机场起飞，前往西班牙首都马 德里。从广州前往马德里游玩的游客李宇晨搭乘了南航的这趟新航班。据他观察，这条航线的往返航班 上座率都超过了90%，客舱几乎满员。 此外，四川航空于12月7日复航成都—奥克兰直飞航线。南航在2025年12月13日至2026年2月24日期间首 次增班广州—悉尼航线至每天四个往返。 元旦出入境机票预订量增15% 航司密集开航新航线，是为即将到来的出行高峰做准备。 航旅纵横行业发展部总经理赵楠表示，12月底开始，元旦、寒假、春节叠加形成全年出行高峰，探亲 流、学生流、旅游流高度重合，旅客出行需求预计会集中释放。航司也会根据市场需求增投运力，为旅 客出行提供充足的运力保障。 航旅纵横大数据显示，截至12月8日，2026年元旦假期境内航线机票预订量已超106万张，同比增长约 45%；出入境航线机票预订量超 ...

Core Viewpoint - China Eastern Airlines (CEA) has successfully launched the world's longest one-way route from Shanghai to Buenos Aires via Auckland, marking a significant expansion in its international network and enhancing its global connectivity [2][3]. Group 1: International Route Expansion - CEA has opened 24 new international routes in 2025, achieving 108.2% of its international and regional flight transport volume compared to 2019 [3]. - The airline's global route network now covers 40 countries and regions, with 245 cities and 255 destinations, including 83 international and 6 regional points [3][4]. - CEA has significantly increased flight frequencies to key markets in Europe, the Middle East, and Oceania, with flight volumes to the Middle East reaching 332.6% and to Europe 177.3% of 2019 levels [4]. Group 2: Domestic Route Optimization - CEA is optimizing its domestic route network, focusing on key economic regions such as the Beijing-Tianjin-Hebei, Yangtze River Delta, and Guangdong-Hong Kong-Macau Greater Bay Area [5]. - The airline has established new branches in Northeast China and Xinjiang, expanding its route network and enhancing its service capabilities [5]. Group 3: Domestic Aircraft Development - CEA has commenced regular commercial flights with the domestically produced C919 aircraft, marking a milestone in China's aviation industry [6][7]. - The airline has successfully operated 15 routes with the C919, achieving over 43,000 flight hours and transporting more than 2.45 million passengers with an average load factor exceeding 85% [7][8]. Group 4: Integrated Service Innovations - CEA has launched various service innovations, including pet-friendly flights, upgraded in-flight WiFi, and integrated travel products combining air and cruise services [9][10]. - The airline has developed a comprehensive transportation network, including intermodal services that connect air travel with high-speed rail and bus services, enhancing passenger convenience [10][11]. Group 5: Cultural and Economic Contributions - CEA has partnered with cultural institutions to promote tourism and cultural events, significantly boosting local economies and consumer spending [9][11]. - The airline's initiatives in cultural tourism and integrated services aim to create a vibrant "aviation ecosystem," contributing to the broader economic development [11].

12月3日晚，南航广州至达尔文直飞航线正式启航，这是广州赴澳大利亚飞行时间最短的航线，将两地的航程缩短至约6小时。 东航则开辟了一条更具战略意义的航线。在12月4日凌晨，东航MU745航班搭载282名旅客从上海浦东国际机场起飞，在经停新西兰奥克兰后，飞赴阿根廷 首都布宜诺斯艾利斯。由此，全球最长单程航线上海—奥克兰—布宜诺斯艾利斯正式开通，这也是全球首条连接对跖点城市间的商业航线，填补了上海至南 美核心城市直飞航线的空白。 在东航和南航之后，海航也连续官宣三条东南亚航线，分别是12月7日开通的琼海—吉隆坡航线、计划12月15日开通的海口—胡志明市航线和计划12月21日 开通的海口—河内航线。 吉祥航空更是着眼于来年的布局，宣布将于2026年1月15日正式开通上海浦东至马来西亚斗湖的直飞航线，首次实现从上海直航抵达世界级潜水胜地仙本 那，旅客无需再经吉隆坡或亚庇中转。 进入12月，国际航线市场竞争悄然升温。截至12月10日，北京商报记者观察到，东航、南航、海航、吉祥航空等多家航司新开、加密、复航国际航线，瞄准 元旦、寒假及春节出行高峰期，拉开了抢占客流的序幕。 持续加码国际市场 12月2日上午11点10分，载有 ...

每经AI快讯，港股航空股集体走低。截至发稿，东方航空(00670.HK)跌3.32%，报4.66港元；南方航空 (01055.HK)跌2.6%，报5.24港元；中国国航(00753.HK)跌1.25%，报6.32港元。 ...

智通财经APP获悉，航空股集体走低，截至发稿，东方航空(00670)跌3.32%，报4.66港元；南方航空 (01055)跌2.6%，报5.24港元；中国国航(00753)跌1.25%，报6.32港元。 中泰证券认为，中日航线免费退改政策延长，短期扰动不改航空长期投资价值。国泰海通证券指出，近 期日线客流缩减航司减班，或将转投东南亚与国内等市场。考虑2025年日线表现平淡，预计对行业整体 影响或较为有限，且不改长逻辑。该行预计2025Q4行业将继续大幅减亏，2025年将实现全年扭亏。中 国航空将开启"超级周期"，考虑票价市场化，需求稳健增长与客源结构优化将驱动航司盈利中枢上升且 可持续。 消息面上，12月8日，根据航班管家DAST最新监测数据，第49周（12月1日至12月7日）中国大陆赴日 航班量1006班次，再创新低。预计12月中日航线航班取消率达30.4%，较上个统计周期（12月1日）增 加3.6个百分点。此前12月5日，以国有"三大航"为代表的多家中国航司公告，将日本航线相关机票的免 费退改政策延长至2026年3月底。 ...

Core Points - China Eastern Airlines (CEA) launched a new route connecting Shanghai, Auckland, and Buenos Aires on December 4 [1] - The inaugural flight utilized a themed aircraft named "National Museum of China" and carried 282 passengers on a journey of 20,000 kilometers [1] - This new route represents the first direct flight from Shanghai to a major city in South America, establishing a new "southbound corridor" across the Pacific [1] - The route provides an alternative to traditional transfer routes that typically go through Europe or North America [1]

Core Insights - China Eastern Airlines (CEA) has launched a new route connecting Shanghai, Auckland, and Buenos Aires, marking the first direct flight from Shanghai to a major South American city [1][6] - The inaugural flight carried 282 passengers and set a record as the world's longest one-way commercial flight, reducing travel time from approximately 30 hours to 25 hours [1][6] - The route enhances international service offerings and facilitates trade between China, New Zealand, and Argentina through fifth freedom rights [6] Group 1 - The new route operates with Boeing 777-300ER aircraft, with flights departing from Shanghai on Mondays and Thursdays, and returning on Tuesdays and Fridays [3] - The aircraft features a "National Museum of China" themed livery, designed in collaboration with the National Museum of China, showcasing motifs inspired by the museum's artifacts [3] - An inaugural ceremony at Shanghai Pudong International Airport included Argentine-themed decor and special beverages and dishes for passengers [5] Group 2 - The route allows for passenger and cargo transfers in Auckland without changing aircraft, enhancing trade opportunities [6] - On the return flight, the aircraft transported 2.1 tonnes of Argentine cherries and 10.5 tonnes of fresh Chilean salmon to China [6] - The route is expected to promote cultural exchanges between the Asia-Pacific and Latin America, creating an "air bridge" across the Pacific Ocean [6]

Core Points - China Eastern Airlines (CEA) launched a new Shanghai–Auckland–Buenos Aires route on December 4, 2025, marking the first direct flight from Shanghai to a major South American city [1] - The inaugural flight 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] - The route operates with Boeing 777-300ER aircraft, with flights scheduled on Mondays and Thursdays for departures and Tuesdays and Fridays for returns [3] Service Enhancements - CEA hosted an inaugural ceremony featuring Argentine-themed decor and special beverages, along with Argentine dishes for passengers [5] - The airline has introduced a Spanish-language hotline to assist travelers, enhancing its international service offerings [5] Strategic Implications - The new route connects three continents and allows CEA to handle passenger and cargo transfers in Auckland without changing aircraft, facilitating trade between China, New Zealand, and Argentina [6] - CEA has established a cold-chain direct delivery channel from Argentina to China, transporting 2.1 tonnes of Argentine cherries and 10.5 tonnes of fresh Chilean salmon on the return flight [6] - The route is expected to promote cultural exchanges between the Asia-Pacific and Latin America, creating an "air bridge" across the Pacific Ocean [6]

每经AI快讯，12月8日，港股航空股继续走低，中国国航跌2.8%，中国南方航空跌2.6%，国泰航空、中 国东方航空跌1.7%，美兰空港跟跌。 ...