港股航空股继续走低，其中，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。 消息上，12月5日下午，中国国航、东方航空、南方航空等三大央企航空公司陆续在官网发出公告： 2026年3月28日以及之前出行的涉及日本航线进出港航班，继续执行免费退改政策。按照此前规律，继 三大央企航司之后，其他航司料将很快跟进同样的退改政策。这意味着，涉日本航班免费退改政策直接 延期三个月，直至当前民航冬春航季结束（2025年10月26日-2026年3月28日）。 | 代码 | 名称 | 最新价 涨跌幅 ^ | | --- | --- | --- | | 00753 | 中国国航 | 6.260 -2.80% | | 01055 | 中国南方航空股 | 5.220 -2.61% | | 00293 | 国泰航空 | 11.970 -1.72% | | 00670 | 中国东方航空股 | 4.660 -1.69% | | 00357 | 美兰空港 | 10.480 -0.38% | 有分析称，此消息本身对航空股股价的直接影响有限，更多是确认了市场已知的负面预期。但它背后反 映的"需求不确定 ...

Investment Rating - The report rates the transportation industry as "Outperform" [2] Core Views - Crude oil freight rates have declined from high levels, with mixed changes in ocean freight rates. The China Import Crude Oil Composite Index (CTFI) was reported at 2321.90 points on December 4, down 7.9% from November 27. The VLCC market has seen transactions at major loading ports, with shipowners trying to maintain price levels despite a cooling market [3][14] - China Eastern Airlines has launched the world's longest one-way flight route from Shanghai to Buenos Aires, reducing travel time by over 4 hours. Additionally, a ton-class eVTOL was included in urban firefighting drills for the first time [3][16] - In November, China's express delivery volume exceeded 180 billion items for the first time, marking a new record. The first full schedule China-Europe freight train departed from Shijiazhuang [3][24] Summary by Sections Industry Hot Events - Crude oil freight rates have decreased, with the Middle East route showing a 9.76% drop. The Shanghai port's export rates to Europe and the US have also seen declines of 0.3%, 5.0%, and 4.7% respectively [14][15] - The launch of the longest flight route by China Eastern Airlines connects Shanghai to Buenos Aires, significantly shortening travel time [16][17] - The express delivery volume in China reached a record high of 180 billion items in November, reflecting strong economic vitality [24][26] High-Frequency Data Tracking - The Baltic Air Freight Price Index has increased month-on-month but decreased year-on-year. The Shanghai outbound air freight price index was reported at 5721.00 points, up 2.4% year-on-year [28] - Domestic freight flight numbers decreased by 2.03% year-on-year in November, while international flights increased by 14.88% [30] - The SCFI index for container shipping was reported at 1397.63 points, down 0.39% week-on-week and down 38.06% year-on-year [37] Investment Recommendations - Focus on the equipment and manufacturing export chain, recommending companies like COSCO Shipping, China Merchants Energy Shipping, and Huamao Logistics [5] - Attention to the transportation demand increase driven by hydropower station construction in the Yarlung Tsangpo River downstream [5] - Investment opportunities in low-altitude economy trends, recommending CITIC Offshore Helicopter [5] - Opportunities in the highway and railway sectors, recommending Gansu Expressway, Beijing-Shanghai High-Speed Railway, and others [5] - Investment opportunities in the cruise and ferry sectors, recommending Bohai Ferry and Haixia Shares [5] - E-commerce and express delivery investment opportunities, recommending SF Express, Jitu Express, and Yunda [5] - Opportunities in the aviation sector, recommending Air China, China Southern Airlines, and others [5]

IT之家查询获悉，该航线采用波音 777-300ER 大型宽体 客机执飞，去程 MU745 航班每周一、周四各执行一 班，北京时间 02:00 从上海浦东国际机场起飞，在奥克 兰经停 2 小时 25 分后，于当地时间 16:55 抵达布宜诺斯 艾利斯；回程每周二、周五执行，航班号 MU746， 02:00 从布宜诺斯艾利斯起飞，经停奥克兰 2 小时后， 于北京时间次日 18:00 飞抵上海。 IT之家注意到，12 月 4 日 2:19 分，中国东方航空"国博号"主题彩绘机执行 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。据悉，上海 — 奥克兰 — 布宜诺斯艾利斯航线是全球首条连接对跖点城市间的商业航线，也成功刷新了全球最长单程 航线的纪录。 IT之家 12 月 7 日消息，据新华社报道，12 月 6 日，中国东航运营的全球最长单程航线上海至奥克兰至 布宜诺斯艾利斯的首个回程航班，落地上海浦东国际机场。 这条跨越两万公里的空中通道，不仅填补了上海至南美核心城市直飞航线的空白，更为中拉跨境生鲜搭 建了新通道。首个回程航班通过客机腹舱运回 2.1 ...

《中国民航报》、中国民航网 记者陈雪 报道：12月7日，东航旗下上海航空执飞的FM814航班搭载从福州长乐机场顺利起飞，标志着"长春—福州—吉隆 坡"往返航线首航圆满成功。首航来回程客座率超九成。该航线串联中国东北、东南沿海与东南亚枢纽，为三地架起高效"空中桥梁"，进一步强化福州"21世 纪海上丝绸之路"门户枢纽地位。 航线采用波音737-800机型，每周二、四、六执飞，全程实现"一次值机、一票到底、行李直挂"。首航去程FM813从长春起飞，经福州中转后飞往吉隆坡； 回程FM814反向串联，三地最短飞行时间仅4.5小时。开航初期福州—吉隆坡段往返450元（不含税）起的特惠票价，吸引大量旅客，预售客座率已超八成。 作为东航落实与福州市政府战略合作的重要举措，该航线将为东北、福建与东盟间的经贸往来、文旅交流、探亲留学提供高性价比出行选择。东航福州基地 后续将持续深耕"海丝"门户建设，拓展更多国际航线，助力福州打造现代化国际航空枢纽。（编辑：金杰妮 校对：张彤 审核：程凌） （东航供图） ...

首个回程航班通过客机腹舱运回2.1吨阿根廷车厘子和10.5吨智利冰鲜三文鱼。此次航线的开通，进一步 扩大了中拉生鲜贸易的辐射范围，有效促进阿根廷以及周边国家农贸商品的出口，进一步带活中 拉"鲜"经济。 6日，中国东航运营的全球最长单程航线上海至奥克兰至布宜诺斯艾利斯的首个回程航班，落地上海浦 东国际机场。这条跨越两万公里的空中通道，不仅填补了上海至南美核心城市直飞航线的空白，更为中 拉跨境生鲜搭建了新通道。 （文章来源：新华社） ...

《中国民航报》、中国民航网 记者钱擘、胡夕姮 通讯员陆赛杰、黄金 报道：2014年，中国东航旗下东方航空技术有限公司自黄浦江畔启航，见证了中国民 航维修力量向着"专业化、产业化、市场化、国际化"的目标奋进。十一年，在历史长河中或许只是短暂一瞬，但对矢志建设成为"世界一流"航空维修企业的 东航技术而言，这是一段从整合蜕变到引领发展的壮阔征程。 从最初的飞机维修基地，到整合升级为工程技术公司，再到今天成为独立运行、布局全球的现代化航空维修服务企业，东航技术的每一次跨越，都与中国民 航业的蓬勃脉动同频共振。2025年，东航技术走过了承前启后的第十一个年头，在十年辉煌积淀之上，整装再出发，面向未来深化发展、奋力改革攻坚。 安全基石，匠心护航：以更高标准守护航路坦途 安全，是刻入东航技术基因的信仰，是全体机务人至高无上的职责。迈入第十一年，这份对安全的执着从未因时间流逝而褪色，反而在风雨洗礼中愈发厚重 深沉。这绝非仅仅是数字指标的达成，而是一场关于责任、匠心与生命敬畏的永恒考验。 远见，是引领企业穿越周期的灯塔；定力，是支撑宏大蓝图化为现实的基石。迈入第十一年，东航技术在十年积淀的雄厚基础上，将发展的罗盘校准至更为 辽 ...

Investment Rating - The report maintains a "Positive" outlook on the transportation industry, particularly highlighting opportunities in shipping and logistics sectors [4]. Core Insights - The report emphasizes the recovery and growth potential in the shipping market, with specific attention to the rise in VLCC (Very Large Crude Carrier) charter rates and the overall shipping market dynamics [6]. - It identifies key investment opportunities in companies such as China Merchants Energy, COSCO Shipping Energy, and others, while also suggesting a focus on high-dividend stocks in the transportation sector [6][22]. Summary by Sections Shipping Market - VLCC one-year charter rates have increased to $58,000 per day, indicating a strong market demand [6]. - The report notes a 6% week-on-week decline in VLCC rates, averaging $115,290 per day, but anticipates potential increases in the coming weeks due to expected cargo volume growth [6]. - The Baltic Dry Index (BDI) rose by 6.5% to 2,727 points, with Capesize rates reaching a two-year high [6]. Air Transportation - The report highlights a significant opportunity for airlines due to the aging aircraft fleet and increasing passenger demand, predicting a "golden era" for the airline industry [6]. - Recommended stocks include China Eastern Airlines, China Southern Airlines, and others, with a focus on companies that can leverage operational efficiencies and rising demand [6]. Logistics and Express Delivery - The express delivery sector is entering a new phase of competition, with potential for profit recovery and industry consolidation [6]. - Companies like Shentong Express and YTO Express are highlighted as having strong growth potential, particularly in Southeast Asia [6]. Road and Rail Transportation - The report indicates resilience in railway freight volumes and highway truck traffic, with a slight increase in railway cargo to 82.12 million tons, up 0.74% week-on-week [6]. - The highway sector is expected to benefit from high dividend yields and potential market value management catalysts [6].

南航广州至马德里直飞航线近日开通，这是广州地区首条连接伊比利亚半岛的直飞航线，填补了两地直 航空白，从昆明、海口、汕头等地往返马德里的旅客，可在广州白云国际机场实现3小时内双向中转衔 接。南航广州至达尔文直飞航线近日启航，该航线将两地行程缩短至约六小时，为旅客高效抵达澳大利 亚北部提供了全新选择。此外，南航广州-悉尼航线将增至每天四个往返，目前南航已开通广州至悉 尼、布里斯班、墨尔本、珀斯、阿德莱德多条直飞航线，为旅客提供高频次、广覆盖的出行选择。 海航计划于12月15日开通海口—胡志明市直飞航线，该航线的开通将进一步促进中越两国在经贸、人文 等领域的交流与合作；吉祥航空将于2026年1月15日开通上海浦东至马来西亚斗湖直飞航线，首次实现 上海直航世界级潜水胜地仙本那，旅客无需经吉隆坡或亚庇中转即可一步直达。 来源：北京日报客户端 转自：北京日报客户端 正值2025年冬春航季，多家航司近日表示将持续加大运力投入，新开国际航线。 国航预计新开通北京-布鲁塞尔、成都-布鲁塞尔航线，同时持续推动国际及地区航线日均航班量稳步提 升，进一步拓展通达全球的能力。今年以来，国航已新开、复航北京-符拉迪沃斯托克、北京-伊尔库 ...

Core Viewpoint - China Eastern Airlines has successfully launched the world's first commercial flight connecting antipodal cities, setting a new record for the longest single-route flight with its MU745 service from Shanghai to Buenos Aires via Auckland [3]. Group 1: Flight Details - The MU745 flight took off from Shanghai Pudong International Airport and, after a stopover in Auckland, landed at Buenos Aires Ezeiza International Airport after approximately 26 hours of flight time [1]. - Upon arrival, the flight was welcomed with a "water salute" ceremony, which is the highest honor in civil aviation [1]. Group 2: Operational Model - The new route utilizes fifth freedom rights, allowing passengers to travel from Shanghai to Buenos Aires without changing planes in Auckland, significantly enhancing travel convenience and comfort [3]. Group 3: Cargo Operations - Alongside the new passenger route, China Eastern Airlines is enhancing its cargo operations by launching a fresh delivery channel for perishable goods from Argentina to China, including 2.1 tons of cherries and 10.5 tons of fresh salmon on the return flight [5]. Group 4: Cultural Significance - The inaugural flight was operated by the "Guobiao" themed aircraft, designed in collaboration with the National Museum of China, symbolizing Chinese culture and heritage [5]. - The aircraft features a unique dual-sided full-body painting showcasing six historical artifacts from the museum, promoting China's image of openness, peace, and prosperity [13].

金融市场犹如变幻莫测的海洋，时刻涌动着投资与经济政策的波澜，深刻影响着全球经济的走向。在 此，喜娜AI为您呈上今日财经热点新闻，全方位覆盖股市动态、经济数据、企业财务状况以及政策更 新等关键领域，助您精准洞察金融世界的风云变幻，把握市场脉搏。 奈飞827亿美元收购华纳兄弟，娱乐行业将迎巨大变革 12月5日，奈飞官宣以每股27.75美元的现金加股票交易收购华纳兄弟探索公司的影视工作室及流媒体业 务，整体企业估值约827亿美元，交易预计2026年第三季度完成。今年6月，华纳兄弟宣布拆分业务，早 于本次交易完成。奈飞称收购将增强工作室能力、扩大制作及投资。分析认为，此次合并将给娱乐行业 带来巨大变革。 详情>> 吴清：证券公司要转向功能优先，与投资者共赢共进 12月6日，中国证监会主席吴清在中国证券业协会第八次会员大会上表示，证券行业要从简单追求规模 利润扩张加快转向功能优先，摒弃拼规模等情况。他从服务实体经济、投资者、建设金融强国、促进开 放四方面提出要求，还强调证券公司和投资机构要对接投资者需求，提供合适产品，与投资者共进共 赢。 详情>> 12月个股风险需警惕，高位、解禁、减持等问题凸显 11月A股走势跌宕， ...