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三大航空股回落 机票价格大跳水
Ge Long Hui· 2026-01-09 03:54
Group 1 - The core viewpoint of the article highlights a collective decline in Hong Kong airline stocks, with China Eastern Airlines and China Southern Airlines dropping over 3%, and Air China falling over 1% [1] - Specific stock performance includes China Eastern Airlines at 5.370 with a decrease of 2.89%, China Southern Airlines at 5.910 down by 2.48%, and Air China at 7.220 down by 0.96% [2] - Following the New Year, domestic air ticket prices have significantly dropped, with some prices as low as 10% of their original cost, indicating a "volume increase and price drop" phenomenon, which is seen as a short-term negative for airline stocks [2] Group 2 - The lowest ticket price from Guangzhou to Shanghai was reported at 210 yuan (excluding tax), equivalent to 11% of the original price, reflecting a drastic reduction in airfares [2] - Industry experts suggest that as students begin their winter break in mid to late January, air ticket prices are expected to fluctuate, indicating potential volatility in the market [2] - The analysis emphasizes that while the current price drop is a short-term negative for airline stocks, the long-term industry fundamentals remain crucial [2]
刚刚,中航集团新总经理定了!又来自南航
Xin Lang Cai Jing· 2026-01-09 03:52
Group 1 - The core point of the article is the appointment of Qu Guangji as the new General Manager and Deputy Secretary of the Party Committee of AVIC Group, following the retirement of the previous General Manager Wang Mingyuan [1][15][17] - Qu Guangji is a 70s generation cadre who has risen through the ranks of China Southern Airlines and joined the leadership team of China Southern Airlines Group in 2023 [20] - The article highlights the frequent personnel adjustments in the civil aviation sector over the past two years, with several key positions being changed, including the General Managers of Air China and China Eastern Airlines, both of whom previously came from China Southern Airlines [21][8] Group 2 - The current leadership teams of the three major airlines are as follows: Air China Chairman Liu Tiexiang and General Manager Qu Guangji; China Eastern Airlines Chairman Wang Zhiqing and General Manager Gao Fei; China Southern Airlines Chairman Ma Xulun and General Manager Han Wensheng [24] - The article provides salary information for the leaders of central enterprises, noting that in 2022, the salary for the Chairman of China Southern Airlines was 666,300, while in 2023, it increased to 823,500 [25]
港股三大航空股回落 东航、南航跌超3%
Jin Rong Jie· 2026-01-09 03:41
Group 1 - The Hong Kong aviation stocks collectively declined, with China Eastern Airlines and China Southern Airlines dropping over 3% during trading [1] - Air China experienced a decline of over 1%, while Cathay Pacific fell by 0.6% [1]
港股异动丨三大航空股回落 东航、南航跌超3% 机票价格大跳水
Ge Long Hui· 2026-01-09 03:28
Group 1 - The core viewpoint of the news is that Hong Kong airline stocks have collectively declined, with specific airlines experiencing significant drops in their stock prices due to a sharp decrease in domestic flight ticket prices after the New Year [1] - China Eastern Airlines and China Southern Airlines saw their stock prices drop over 3%, while Air China fell over 1% and Cathay Pacific decreased by 0.6% [2] - The ticket prices for several domestic routes have plummeted, with some fares as low as 10% of their original price, indicating a "volume increase and price drop" phenomenon that is expected to negatively impact airline stocks in the short term [1] Group 2 - On January 7, the lowest ticket price from Guangzhou to Shanghai was reported at 210 yuan (excluding tax), equivalent to 11% of the original price [1] - Industry insiders suggest that ticket prices will fluctuate as students begin their winter vacations in mid to late January, which may further affect the market [1] - Analysts emphasize that while the current price drop is a short-term negative for airline stocks, the long-term industry fundamentals will be more critical [1]
空水并进“开门红”
Si Chuan Ri Bao· 2026-01-09 00:21
Group 1: Shipping and Port Development - In early January, Nanchong Port experienced a logistics peak with 17 vessels arriving, and a total of 20 vessels expected within the week [5] - The "Smooth One River" shipping revitalization initiative in Sichuan aims for double-digit growth in port and container throughput by 2025, significantly reducing logistics costs by approximately 2 billion yuan [5] - During the New Year period, major ports in Sichuan achieved a total cargo throughput of 35,200 tons, a year-on-year increase of 203.89%, and a container throughput of 1,810 TEUs, up 100.22% [5] - The development of intermodal transport is strong, with a 236.36% increase in container volume through rail-water intermodal transport [5] Group 2: Port Operations and Strategies - Other major ports, including Luzhou and Yibin, are also experiencing growth through differentiated development strategies [6] - Luzhou Port has increased its scheduled shipping routes by 33.33%, while Yibin Port has implemented seamless operations for steel unloading and loading [6] - Guang'an Port is working towards completing its first multi-modal transport business by the end of 2025, while Leshan Port has efficiently completed multiple heavy equipment loading tasks [6] - Sichuan plans to enhance transport quality and efficiency by developing multi-modal transport systems and optimizing port functions [6] Group 3: Air Travel Expansion - Chengdu's air travel network is expanding with new domestic and international routes being added to accommodate the upcoming Spring Festival [7][8] - China Eastern Airlines has introduced new routes from Chengdu to various domestic cities, while Sichuan Airlines has launched new routes to Beihai and other destinations [7] - China Southern Airlines is increasing flights to regional airports and introducing new international routes, including to Bangkok and Brussels [8] - Ticket prices for direct flights from Chengdu to various domestic locations have significantly decreased, encouraging travel during the upcoming holiday season [8]
中国国航向特定对象发行A股股票申请获得上交所受理
Zhi Tong Cai Jing· 2026-01-08 14:44
Core Viewpoint - China National Airlines (601111) has received a notification from the Shanghai Stock Exchange regarding the acceptance of its application for issuing securities on the Shanghai main board [1] Group 1: Application Process - The Shanghai Stock Exchange has reviewed the company's submitted prospectus and related application documents, finding them complete and in legal form, thus deciding to accept the application for review [1] - The issuance of A-shares to specific investors still requires approval from the Shanghai Stock Exchange and registration with the China Securities Regulatory Commission (CSRC) [1] Group 2: Uncertainties and Compliance - There are uncertainties regarding whether the company will obtain approval from the Shanghai Stock Exchange and the CSRC, as well as the timeline for these approvals [1] - The company will fulfill its information disclosure obligations in accordance with relevant laws and regulations regarding the issuance of A-shares to specific investors based on the progress of the application [1]
中国国航(00753)向特定对象发行A股股票申请获得上交所受理
智通财经网· 2026-01-08 14:44
上海证券交易所依据相关规定对公司报送的沪市主板上市公司发行证券的募集说明书及相关申请文件进 行了核对,认为申请文件齐备,符合法定形式,决定予以受理并依法进行审核。 本次向特定对象发行A股股票尚需上海证券交易所审核通过并报中国证监会註册等手续,在中国证监会 同意註册后方可实施,能否获得上海证券交易所审核通过并获中国证监会同意註册及相应的时间均存在 不确定性。本公司将根据进展情况,严格按照上市公司向特定对象发行A股股票相关法律法规的规定和 要求及时履行信息披露义务。 智通财经APP讯,中国国航(00753)发布公告,本公司于近日收到上海证券交易所出具的《关于受理中国 国际航空股份有限公司沪市主板上市公司发行证券申请的通知》(上证上审(再融资)[2026]5号)。 ...
中国国航:向特定对象发行A股股票申请获得上海证券交易所受理
Xin Lang Cai Jing· 2026-01-08 14:39
中国国航公告,公司于近日收到上海证券交易所出具的《关于受理中国国际航空股份有限公司沪市主板 上市公司发行证券申请的通知》(上证上审(再融资)5号)。上海证券交易所依据相关规定对公司报 送的沪市主板上市公司发行证券的募集说明书及相关申请文件进行了核对,认为申请文件齐备,符合法 定形式,决定予以受理并依法进行审核。 ...
中国国航(00753.HK)向特定对象发行A股股票申请获得上海证券交易所受理
Ge Long Hui· 2026-01-08 14:35
格隆汇1月8日丨中国国航(00753.HK)公告,关于(其中包括)向特定对象发行A股股票,公司于近日收到 上海证券交易所出具的《关于受理中国国际航空股份有限公司沪市主板上市公司发行证券申请的通知》 (上证上审(再融资)[2026]5号)。上海证券交易所依据相关规定对公司报送的沪市主板上市公司发行证券 的募集说明书及相关申请文件进行了核对,认为申请文件齐备,符合法定形式,决定予以受理并依法进 行审核。 ...
中国国航(00753) - 海外市场公告


2026-01-08 14:30
香港交易及結算所有限公司及香港聯合交易所有限公司對本公告之內容概不負責,對其 準確性或完整性亦不發表任何聲明,並明確表示概不會就因本公告全部或任何部分內容 而產生或因倚賴該等內容而引致的任何損失承擔任何責任。 本公告乃根據香港聯合交易所有限公司證券上市規則第13.10B條的規定而發表。 附件為中國國際航空股份有限公司於上海證券交易所刊發之 1. 中國國際航空股份有限公司 2025年度向特定對象發行A股股票募集說明書(申報稿) (於中華人民共和國註冊成立的股份有限公司) (股份代號:00753) 海外市場公告 3. 中信證券股份有限公司關於中國國際航空股份有限公司 2025年度向特定對象發行A股股票之上市保薦書 4. 北京市君合律師事務所關於中國國際航空股份有限公司 2. 中信證券股份有限公司關於中國國際航空股份有限公司 2025年度向特定對象發行A股股票之發行保薦書 2025年度向特定對象發行A股股票的法律意見書 5. 德勤華永會計師事務所(特殊普通合夥)關於中國國際航空股份有限公司 向特定對象發行股票的財務報告及審計報告 承董事會命 中國國際航空股份有限公司 公司秘書 肖烽 中國北京,二零二六年一月八日 於 ...