Core Viewpoint - China National Aviation Holdings Company (Air China) has shown a positive stock performance with a year-to-date increase of 17.07% and a recent 5-day increase of 6.68% as of December 31, indicating strong market interest and potential growth in the aviation sector [1]. Group 1: Stock Performance - As of December 31, Air China's stock price rose by 2.09% to 9.26 CNY per share, with a trading volume of 2.65 billion CNY and a turnover rate of 0.25%, resulting in a total market capitalization of 161.57 billion CNY [1]. - The stock has experienced a 17.07% increase year-to-date, a 6.68% increase over the last 5 trading days, a 10.24% increase over the last 20 days, and a 17.07% increase over the last 60 days [1]. Group 2: Financial Performance - For the period from January to September 2025, Air China reported operating revenue of 129.83 billion CNY, reflecting a year-on-year growth of 1.31%, and a net profit attributable to shareholders of 1.87 billion CNY, which is a 37.31% increase compared to the previous year [2]. - The company has cumulatively distributed dividends of 13.32 billion CNY since its A-share listing, with no dividends paid in the last three years [3]. Group 3: Shareholder Information - As of September 30, 2025, the number of shareholders for Air China was 129,100, a slight decrease of 0.12% from the previous period [2]. - The top ten circulating shareholders include China Securities Finance Corporation, holding 311 million shares, and Hong Kong Central Clearing Limited, which reduced its holdings by 123 million shares to 156 million shares [3].

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。 （原标题：港股异动 | 三大航集体走高 元旦假期航空出游旺盛 油汇改善有利航司释放业绩） 智通财经APP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。 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 ...

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。 三大航集体走高，截至发稿，中国国航（601111）(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（600029）(01055)涨3.23%，报5.76港元。 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。 ...

Group 1 - The core point of the article is that China National Airlines has signed a purchase agreement with Airbus for 60 A320NEO aircraft, with a total list price of approximately $9.53 billion, scheduled for delivery in batches from 2028 to 2032 [1] Group 2 - The agreement signifies a strategic move by China National Airlines to expand its fleet with modern aircraft, enhancing operational efficiency and capacity [1] - The A320NEO series is known for its fuel efficiency and lower emissions, aligning with industry trends towards sustainability [1] - This purchase reflects the ongoing recovery and growth in the aviation sector post-pandemic, as airlines look to modernize their fleets [1]

Core Viewpoint - China National Airlines has signed an agreement with Airbus to purchase 60 A320NEO series aircraft for a total list price of approximately $9.53 billion, with deliveries scheduled between 2028 and 2032 [1] Group 1 - The agreement was made with Airbus, with China National Airlines acting as the buyer and China National Airlines Import and Export Company as the import agency [1] - The total list price for the aircraft is approximately $9.53 billion [1] - Deliveries of the aircraft will occur in batches from 2028 to 2032 [1]

Group 1 - The company, Air China, announced a purchase agreement with Airbus for 60 A320NEO aircraft, with a total list price of approximately $9.53 billion [1] - The delivery of the purchased aircraft is scheduled to occur in batches from 2028 to 2032 [1]

智通财经APP讯，中国国航(601111.SH)公告，公司及全资子公司国航进出口有限公司于2025年12月30日 与空中客车公司("空客公司")签订飞机购置协议，向空客公司购买60架空客A320NEO系列飞机，目录价 格合计约为95.3亿美元，本次采购飞机计划于2028年至2032年分批交付。 ...

北京商报讯（记者 关子辰 牛清妍）12月30日，中国国航发布公告称，与空中客车公司签订飞机购置协 议，向空客公司购买60架空客A320NEO系列飞机，目录价格合计约为95.3亿美元，计划于2028年至 2032年分批交付。 ...

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） 海外市場公告 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。 中國北京，二零二五年十二月三十日 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 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 3. 中國國際航空股份有限公司獨立董事工作細則 4. 中國國際航空股份有限公司獨立董事專門會議工作細則 5. 中國國際航空股份有限公司董事會秘書工作制度 6. 中國國際航空股份有限公司董事和高級管理人員持股變動管理規定 9. 中國國際航空股份有限公司董事會授權管理辦法 承董事會命 中國國際航空股份有限公司 公司秘書 肖烽 1. 中國國際航空股份有限公司董事會戰略 ...

Core Viewpoint - China National Airlines (00753) has announced a purchase agreement with Airbus for 60 A320NEO series aircraft, totaling approximately $9.53 billion, which aligns with the company's development strategy and market demand [1] Group 1: Purchase Agreement Details - The agreement is set to be finalized by December 30, 2025, and involves the acquisition of 60 Airbus A320NEO aircraft [1] - The total catalog price for the aircraft is approximately $9.53 billion [1] Group 2: Strategic Implications - This transaction is expected to optimize the fleet structure and provide long-term capacity supplementation for the group [1] - The acquisition will enhance the group's carrying capacity, with an estimated capacity growth of about 6.5% based on available ton-kilometers as of December 31, 2024 [1] Group 3: Delivery Timeline - The new aircraft are scheduled for delivery in batches between 2028 and 2032 [1] - Part of the acquisition aims to replace older aircraft that will be retired, ensuring that the net increase in capacity remains manageable [1]