Group 1 - The core viewpoint is that airline stocks are rising due to positive operational data released by major airlines for September, indicating an increase in passenger capacity, turnover, and load factors year-on-year [1] Group 2 - In September, Southern Airlines reported a 4.43% year-on-year increase in passenger capacity and a 5.25% increase in passenger turnover [1] - China Eastern Airlines saw a 3.63% year-on-year increase in passenger capacity and an 8.67% increase in passenger turnover, with a load factor of 87.57%, up 4.06 percentage points year-on-year [1] - Air China experienced a 5.6% year-on-year increase in passenger turnover and an average load factor of 83.2%, which is up 3.5 percentage points year-on-year [1] Group 3 - Huatai Securities noted that after the summer travel season, the growth rate of airline capacity slightly slowed in September, but load factors remained high, and ticket prices began to show positive year-on-year growth due to recovering business demand [2] - According to data from Flight Manager, domestic ticket prices increased by 3.0% year-on-year from September 1 to October 12 [2] - Looking ahead, the new flight season is expected to continue tightening in terms of flight schedules, indicating signs of improvement in the industry, with the potential for positive ticket price growth to continue into Q4, alongside falling oil prices that may reduce cost pressures for airlines [2]

另外，在国庆中秋长假期间，航空量价齐升，国内民航客运量同比增长，票价也同比上升。行业第三季 度盈利有望继续同比增长，甚至高于2019年同期，展现出盈利潜力。此外，外部环境变化促使民航国产 化进程加速，带来长期发展机遇。(格隆汇) | 代码 | 名称 | 最新价 | 涨跌幅 > | | --- | --- | --- | --- | | 00670 | 中国东方航空股 | 3.630 | 6.14% | | 01055 | 中国南方航空股 | 4.490 | 3.70% | | 00753 | 中国国航 | 5.960 | 2.41% | 港股三大航空股继续昨日强势行情，其中，中国南方航空涨超6%，中国东方航空涨近4%，中国国航涨 2.4%。 消息上，近期航空股受到市场关注，板块表现活跃，这主要得益于即将启动的冬春新航季、持续向好的 行业基本面以及政策层面的支持。2025年冬春航季将于10月26日启动，多家航空公司已公布新增航线计 划，例如华夏航空新增5条航线，中国国航新开3条航线。这为行业带来新的增长预期。 ...

Major Events - Meili Tianyuan Medical Health (02373) acquires 100% of Shanghai Siyuanli Industrial for 1.25 billion yuan, aiming to capture the high-end beauty market in major cities [1] - Jinhai Medical Technology (02225) is actively preparing to participate in the 8th China International Import Expo [1] - China Biopharmaceutical (01177) has its selective MEK1/2 inhibitor TQ-B3234 included in the breakthrough therapy designation program [1] - Beijing Jiakesi plans to sell 90% of Jiakexi Health through capital increase and equity transfer agreements [1] - Green Power Environmental (01330) intends to invest in establishing a joint venture in Hong Kong to expand overseas environmental business [1] - Zhonghui Biotechnology (02627) applies for full circulation of H-shares [1] Operating Performance - Legend Holdings (03396) reports that its subsidiary, Legend New Science (003022.SZ), achieved a net profit attributable to shareholders of 232 million yuan in the first three quarters, an increase of 30.32% [1] - Mongol Mining (00975) reports total raw coal production of 3.6043 million tons from UHG and BN mines in the third quarter [1] - China Resources Power (00836) reports cumulative electricity sales of 161 million megawatt-hours from its subsidiary power plants in the first nine months, a year-on-year increase of 4.2% [1] - China Coal Energy (01898) reports coal sales of 19.66 million tons in September, a year-on-year decrease of 20.1% [1] - Air China (00753) reports a 1.2% year-on-year increase in passenger capacity input and a 5.6% year-on-year increase in passenger turnover in September [1]

Core Viewpoint - China National Airlines reported an increase in passenger turnover and capacity utilization, indicating a positive trend in operational performance for September 2025 [1][2] Group 1: Passenger Operations - The group's consolidated passenger turnover (measured in revenue passenger kilometers) increased by 5.6% year-on-year [1] - Passenger capacity input (measured in available seat kilometers) rose by 1.2% year-on-year [1] - Domestic passenger capacity input decreased by 0.3%, while domestic passenger turnover increased by 3.4% [1] - International passenger capacity input increased by 4.8%, with international passenger turnover rising by 11.4% [1] - Regional passenger capacity input decreased by 0.8%, but regional passenger turnover increased by 6.6% [1] - The average passenger load factor reached 83.2%, up by 3.5 percentage points year-on-year [1] - Domestic routes saw an increase in load factor by 3.0 percentage points, international routes by 4.7 percentage points, and regional routes by 5.1 percentage points [1] Group 2: Cargo Operations - Cargo capacity input (measured in available cargo ton kilometers) decreased by 2.9% year-on-year [1] - Cargo and mail turnover (measured in revenue cargo ton kilometers) increased by 4.6% year-on-year [1] - The cargo load factor was 41.4%, up by 3.0 percentage points year-on-year [1] Group 3: Fleet Update - The group introduced 5 A320 series aircraft and 2 B737 series aircraft in September 2025, while retiring 1 B747 series aircraft and 1 A320 series aircraft [2] - As of the end of September 2025, the group operated a total of 946 aircraft, including 419 owned, 233 under finance leases, and 294 under operating leases [2]

2025年9月28日起，公司新增北京大兴-赣州瑞金航线(每周七班)。 2025年9月，集团共引进5架A320系列飞机和2架B737系列飞机，退出1架B747系列飞机和1架A320系列 飞机。截至2025年9月底，集团合计运营946架飞机，其中自有飞机419架，融资租赁233架，经营租赁 294架。 中国国航（601111）(00753)发布公告，2025年9月，公司及所属子公司(以下简称"集团")合并旅客周转 量(按收入客公里计)同比上升。客运运力投入(按可用座位公里计)同比上升1.2%，旅客周转量同比上升 5.6%。其中，国内客运运力投入同比下降0.3%，旅客周转量同比上升3.4%;国际客运运力投入同比上升 4.8%，旅客周转量同比上升11.4%;地区客运运力投入同比下降0.8%，旅客周转量同比上升6.6%。平均 客座率83.2%，同比上升3.5个百分点。其中，国内航线同比上升3.0个百分点，国际航线同比上升4.7个 百分点，地区航线同比上升5.1个百分点。 货运方面，货运运力投入(按可用货运吨公里计)同比下降2.9%，货邮周转量(按收入货运吨公里计)同比 上升4.6%。货运载运率为41.4%，同比上升3. ...

Group 1: Passenger Traffic and Capacity - In September 2025, the combined passenger turnover (measured in revenue passenger kilometers) of China International Airlines and its subsidiaries increased by 5.6% year-on-year [1] - Passenger capacity (measured in available seat kilometers) increased by 1.2% year-on-year, with domestic capacity decreasing by 0.3% and international capacity increasing by 4.8% [1] - The average passenger load factor reached 83.2%, up by 3.5 percentage points year-on-year, with international routes showing a 4.7 percentage point increase [1] Group 2: Cargo Operations - Cargo capacity (measured in available cargo ton kilometers) decreased by 2.9% year-on-year, while cargo and mail turnover (measured in revenue cargo ton kilometers) increased by 4.6% [1] - The cargo load factor was 41.4%, an increase of 3.0 percentage points year-on-year [1] Group 3: Fleet Update - As of September 2025, the group introduced 5 A320 series aircraft and 2 B737 series aircraft, while retiring 1 B747 series aircraft and 1 A320 series aircraft [2] - The total fleet size reached 946 aircraft, comprising 419 owned, 233 financed through leasing, and 294 operated under operating leases [2]

格隆汇10月15日丨中国国航(00753.HK)公告，公司将于2025年10月30日(星期四)举行董事会会议，藉以 (其中包括)审议及批准公司及其附属公司截至2025年9月30日止九个月之第三季度业绩。 ...

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。 （於中華人民共和國註冊成立的股份有限公司） （股份代號：00753） 隨附上交所公告載列的數據來自本集團內部統計，可能與相關期間定期報告披露的數據 有差異。投資者應注意不恰當信賴或使用以上信息可能造成投資風險。 承董事會命 中國國際航空股份有限公司 公司秘書 肖烽 中國北京，二零二五年十月十五日 於本公告日期，本公司的董事為劉鐵祥先生、王明遠先生、崔曉峰先生、Patrick Healy （賀以禮）先生、肖鵬先生、徐念沙先生*、禾雲先生*、譚允芝女士*及高春雷先生*。 * 本公司獨立非執行董事 证券代码：601111 股票简称：中国国航 公告编号：2025-046 中国国际航空股份有限公司 2025年9月主要运营数据公告 二零二五年九月的主要營運數據公告 隨附公告（「上交所公告」）乃由中國國際航空股份有限公司（「中國國航」）於二零二五年十 月十五日在上海證券交易所刊發，其中載有中國國航及其附屬公司（統稱「 ...

茲通告中國國際航空股份有限公司（「本公司」）將於二零二五年十月三十日（星期四）舉行 董事會會議，藉以（其中包括）審議及批准本公司及其附屬公司截至二零二五年九月三十 日止九個月之第三季度業績。 承董事會命 中國國際航空股份有限公司 公司秘書 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。 00753 董事會會議通告 肖烽 中國北京，二零二五年十月十五日 於本公告日期，本公司的董事為劉鐵祥先生、王明遠先生、崔曉峰先生、Patrick Healy （賀以禮）先生、肖鵬先生、徐念沙先生*、禾雲先生*、譚允芝女士*及高春雷先生*。 * 本公司獨立非執行董事 ...

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。 00753 董事會會議通告 茲通告中國國際航空股份有限公司（「本公司」）將於二零二五年十月三十日（星期四）舉行 董事會會議，藉以（其中包括）審議及批准本公司及其附屬公司截至二零二五年九月三十 日止九個月之第三季度業績。 承董事會命 中國國際航空股份有限公司 公司秘書 肖烽 中國北京，二零二五年十月十五日 於本公告日期，本公司的董事為劉鐵祥先生、王明遠先生、崔曉峰先生、Patrick Healy （賀以禮）先生、肖鵬先生、徐念沙先生*、禾雲先生*、譚允芝女士*及高春雷先生*。 * 本公司獨立非執行董事 ...