电子 c.add : 00 00 L TECHNICIA TA 出口EXIT 61 P a 11 祝福。旅客还获赠了具有各航司特色的伴手礼，让这份独特而温暖的新年飞行体验成为值得珍藏的记 忆。 ) ARRENEES O 9 70 3 D El 同心起影 ami e 8 T 177 载口 （来源：中国民航网） 转自：中国民航网 《中国民航报》、中国民航网 记者张丰蘩 报道：2026年1月1日清晨6时17分，中国国际航空公司（以下 简称"国航"）CA1619航班从北京首都国际机场起飞，满载着新年第一缕晨光与对旅客的美好祝愿，驶 向目的地绥芬河，以"第一飞"的仪式感正式拉开了"同心起航·共赴未来"2026年中航集团新年主题航班 系列活动的帷幕。随后，国航系成员航司深圳航空、山东航空、北京航空、大连航空、内蒙古航空、昆 明航空，陆续从深圳、济南、北京（大兴）、大连、呼和浩特、昆明机场，执飞各自在2026年元旦当天 的首个国内航班，在万米高空接力展开一场别开生面的"云端迎新"活动。 当天，所有主题航班的客舱均经过精心装饰，"同心起航·共赴未来"的主题视觉贯穿始终，营造出浓厚 的节日氛围。航班进入平飞阶段后，热情洋溢的机 ...

Core Viewpoint - The three major Chinese airlines, China Eastern Airlines, China Southern Airlines, and Air China, announced a new fuel surcharge standard for domestic flights effective from January 5, 2026, with specific rates for different flight distances and exemptions for certain passenger categories [1][4][6]. Group 1: Fuel Surcharge Standards - For domestic flights under 800 kilometers, the fuel surcharge will be set at RMB 10 per passenger, while for flights over 800 kilometers, the surcharge will be RMB 20 per passenger [1][4][6]. - Infants traveling on adult tickets will be exempt from the fuel surcharge, while children, disabled veterans, and police officers injured in the line of duty will have reduced rates, with no charge for flights under 800 kilometers and RMB 10 for flights over 800 kilometers [1][4][6]. Group 2: Ticket Change Policy - Tickets sold before January 5, 2026, will not have the fuel surcharge refunded or adjusted if changes are made after this date [2][4].

Summary of Key Points from Conference Call Industry Overview - The focus is on the aviation sector, particularly in the context of the appreciation of the Renminbi (RMB) and its impact on various industries including airports and light industry paper manufacturing [1][3]. Core Insights and Arguments - The appreciation of the RMB is expected to enhance the financial performance of sectors like aviation and light industry paper due to improved cost and debt structures [1][3]. - Historical data indicates that different sectors lead the market during phases of rapid RMB appreciation, with core assets leading in 2017, new energy and military industries in 2020-2021, and economic recovery valuation logic in late 2022 to early 2023 [1][6]. - The current phase of RMB appreciation differs from previous ones, with reduced foreign capital influence and increased domestic pricing power, shifting market focus towards technological transformation rather than mere economic recovery [1][7]. - The aviation sector is highlighted as a key beneficiary, with significant cost components (over 60%) being dollar-denominated, meaning even slight RMB appreciation can lead to substantial profit increases [3][9]. Investment Opportunities - Short-term investment opportunities are identified in the aviation and light industry paper sectors, particularly as companies prepare to release annual reports [1][8]. - The second tier of investment opportunities includes foreign-invested blue-chip stocks such as electric equipment, electronics, and food and beverage sectors, which have shown resilience during past RMB appreciation phases [5]. - The third tier includes large financial and real estate sectors, which have a high proportion of RMB-denominated assets, benefiting from balance sheet improvements during RMB appreciation [5]. Additional Important Insights - The global aircraft manufacturing industry is facing supply chain bottlenecks due to de-globalization, affecting the availability of materials and components [11]. - The performance of Chinese airlines has significantly outpaced the Shanghai and Shenzhen 300 index, driven by increased international route demand and favorable pricing dynamics [12]. - Airlines like China Southern, China Eastern, Air China, and budget carriers such as Spring Airlines are identified as high-elasticity investment opportunities due to their potential recovery from historical lows [3][12]. - The upcoming delivery of new aircraft orders (e.g., Spring Airlines and Juneyao Airlines) is expected to support fleet updates and future growth [10].

（文章来源：每日经济新闻） 每经AI快讯，12月31日，机场航运板块午后震荡走高，中国东航涨超5%，吉祥航空、南方航空、中国 国航涨超3%，华夏航空、海南机场跟涨。 ...

中新网成都12月31日电 (袁牟知博)12月30日18时30分，搭载着125名旅客的国航CA455航班从成都天府 国际机场起飞，于当地时间20时01分顺利抵达哈萨克斯坦阿拉木图国际机场，标志着成都直飞阿拉木图 航线正式开通，这也是中国西南地区首条直飞哈萨克斯坦的航线。 木图的旅客在登机前合影。 国航西南分公司 供图 据了解，阿拉木图是哈萨克斯坦最大城市，被誉为"苹果之城"，是哈萨克斯坦的重要公路运输中心和国 内国际航空港。这里既有丝绸之路的历史回响，也充满现代活力，冬可滑雪，夏宜徒步，四季皆景。 该航线每周二、六执行，去程航班号为CA455，返程航班号为CA456，执飞机型为空客A320，空中飞行 时间4.5个小时。 据悉，未来，国航将持续优化航线网络，提升服务品质，助力成都打造面向中亚、辐射欧洲的国际航空 枢纽，为促进区域经济文化交流作出更大贡献。(完) 前往阿拉 ...

值得一提的是，12月30日，人民币继续了此前的升值态势，在离岸市场12月25日升破"7"后，人民币对 美元即期汇率走强并升破"7"关口，这是2024年10月以来首次升破这一整数关口。国信证券认为，2026 年我国航空票价有望实现企稳回升，此外油价下行以及人民币升值均有利于航司释放业绩，因此该行认 为未来国内经济回暖后航空业绩具有较大的弹性空间。 本文源自：智通财经网 智通财经获悉，三大航集体走高，截至发稿，中国国航(00753)涨3.65%，报7.09港元；东方航空(00670) 涨3.35%，报5.25港元；南方航空(01055)涨3.23%，报5.76港元。 消息面上，据中国民航报，2026年元旦3天连休，激发了文旅消费市场的巨大潜力，民航出行需求呈显 著增长态势。航旅纵横数据显示，截至12月17日，元旦假期国内航线机票预订量超176万张，同比增长 约46%；出入境航线机票预订量超62万张，同比增长约18%。国泰海通证券认为，旺季表现将是行业重 要催化剂，持续基本面正反馈有望催化市场对航空长逻辑演绎的乐观预期。2026年元旦假期前后拼假效 应显著，长假将保障航空出游旺盛，预计量价同比将有显著上升。 ...

| 代码 | 名称 | 最新价 涨跌幅 v | | --- | --- | --- | | 00670 | 中国东方航空股 | 5.330 4.92% | | 01055 | 中国南方航空股 | 5.830 4.48% | | 00753 | 中国国航 | 7.120 4.09% | 港股频道更多独家策划、专家专栏，免费查阅>> 12月31日，港股三大航空拉升走强，其中，中国东方航空涨约5%，中国南方航空、中国国航均涨超 4%。 消息上，2026年元旦假期临近(1月1日-3日)，消费者出行意愿显著提升。数据显示，北京、天津、上海 等城市飞往三亚、海口、昆明、广州、长白山及哈尔滨等热门目的地的机票预订量环比大幅增长。截至 12月25日，国内航线机票预订量已突破271万张，同比大增35%。 中泰证券指出，元旦假期灵活拼假模式(如"3天假+2天调休")将延长出行周期，叠加原油价格破位下 行、人民币升值利好，航空业量价修复预期明确。该机构认为，短期航空板块投资价值凸显，基本面积 极变化有望驱动股价上行。 责任编辑：栎树 ...

每经AI快讯，12月31日，港股三大航空拉升走强，中国东方航空涨约5%，中国南方航空、中国国航均 涨超4%。 ...

Group 1 - The core viewpoint of the news is that the Hong Kong aviation sector is experiencing a significant rally, with major airlines like China Eastern Airlines, China Southern Airlines, and Air China seeing substantial stock price increases due to rising consumer travel demand ahead of the New Year holiday [1] - As of December 25, domestic flight ticket bookings have exceeded 2.71 million, representing a year-on-year increase of 35% [1] - The flexible holiday arrangements for the New Year, combined with declining oil prices and the appreciation of the Renminbi, are expected to enhance the recovery of the aviation industry, making it an attractive investment opportunity in the short term [1] Group 2 - China Eastern Airlines stock rose approximately 5% to a latest price of 5.330 [2] - China Southern Airlines stock increased over 4% to a latest price of 5.830 [2] - Air China stock also saw a rise of over 4% to a latest price of 7.120 [2]

每经AI快讯，12月31日，机场航运板块盘中走强，中国东航涨超3%，南方航空、华夏航空涨超2%，中 国国航、海南机场、海航控股等跟涨。 每日经济新闻 ...