12月18日，中国国航盘中上涨2.06%，截至10:51，报8.93元/股，成交2.60亿元，换手率0.25%，总市值 1558.14亿元。 资金流向方面，主力资金净流入1418.24万元，特大单买入2296.87万元，占比8.85%，卖出902.12万元， 占比3.48%；大单买入6686.14万元，占比25.76%，卖出6662.65万元，占比25.67%。 中国国航今年以来股价涨12.90%，近5个交易日涨9.84%，近20日涨3.48%，近60日涨10.38%。 资料显示，中国国际航空股份有限公司位于北京天竺空港经济开发区天柱路30号,香港国际机场东辉路 12号中航大厦5楼，成立日期2006年3月27日，上市日期2006年8月18日，公司主营业务涉及航空客运和 航空货运及邮运。主营业务收入构成为：航空客运90.64%，其他4.93%，航空货运及邮运4.43%。 中国国航所属申万行业为：交通运输-航空机场-航空运输。所属概念板块包括：民用航空、中字头、中 特估、证金汇金、央企改革等。 截至9月30日，中国国航股东户数12.91万，较上期减少0.12%；人均流通股0股，较上期增加0.00%。 2025年1 ...

国泰海通发布研报称，航空自9月进入传统淡季，公商需求是影响票价核心力量。9-10月受益于暑运压 制性公商需求的集中释放，票价同比转升。11 月受会展较少而公商客流同比微降，票价同比升幅略有 收窄。12月或受益年底拜访与团建等增加，公商客流占比有所回升，上旬国内裸票价同比微降，国内含 油票价同比仍保持上升；考虑2024年同期收益管理改善，全月票价同比升幅或继续收窄。该行预计 2025Q4将继续大幅减亏，全年将扭亏。 智通财经APP获悉，航空股延续增长趋势，截至发稿，首都机场(00694)涨4.49%，报2.79港元；东方航 空(00670)涨3.43%，报5.12港元；中国国航(00753)涨2.82%，报6.92港元；南方航空(01055)涨2.15%，报 5.69港元。 （原标题：港股异动 | 航空股延续增长趋势 机构料四季度航司将继续大幅减亏 单位座收或显著修复） 信达证券表示，2025年初至今，行业客座率高位持续，国内外航线出行两旺。淡季不淡，客座率高位、 票价有所回正，该行认为航司单位座收或显著修复。2025年1-11月，除国航、吉祥国内线运力同比有所 下降，其余航司国内线运力同比均略有增长；客座率持 ...

国泰海通发布研报称，航空自9月进入传统淡季，公商需求是影响票价核心力量。9-10月受益于暑运压 制性公商需求的集中释放，票价同比转升。11 月受会展较少而公商客流同比微降，票价同比升幅略有 收窄。12月或受益年底拜访与团建等增加，公商客流占比有所回升，上旬国内裸票价同比微降，国内含 油票价同比仍保持上升；考虑2024年同期收益管理改善，全月票价同比升幅或继续收窄。该行预计 2025Q4将继续大幅减亏，全年将扭亏。 信达证券（601059）表示，2025年初至今，行业客座率高位持续，国内外航线出行两旺。淡季不淡，客 座率高位、票价有所回正，该行认为航司单位座收或显著修复。2025年1-11月，除国航、吉祥国内线运 力同比有所下降，其余航司国内线运力同比均略有增长；客座率持续高位，三大航国内线客座率同比增 幅明显；除吉祥外，各航司国内线周转量同比均有增长，其中春秋、东航增速达到8.4%、5.9%，其余 航司增速均在5%以内。 航空股延续增长趋势，截至发稿，首都机场(00694)涨4.49%，报2.79港元；东方航空(00670)涨3.43%， 报5.12港元；中国国航（601111）(00753)涨2.82%，报 ...

Group 1 - The Hang Seng Index rose by 0.22%, gaining 55 points to reach 25,291 points, while the Hang Seng Tech Index increased by 0.02% with a trading volume of 84.8 billion HKD in the morning session [1] - Yichun City announced the cancellation of 27 mining rights, leading to a surge in lithium stocks, with Ganfeng Lithium rising over 6% and Tianqi Lithium increasing by over 5% [1] - Airlines showed strong performance in November's off-peak season, with Southern Airlines up over 7%, Eastern Airlines up over 5%, and Air China rising by 5% [1] Group 2 - Jiangxi International Resources saw a 6% increase as tungsten prices accelerated, reaching a historical high for tungsten concentrate [1] - Junda Co., Ltd. rose over 6% after its Chuzhou base achieved large-scale production of TOPCon batteries [1] - Changfei Optical Fiber and Cable increased by nearly 11% driven by AI computing power demand [2] Group 3 - Yaojie Ankang-B surged by 18% after announcing positive clinical results for Tiengatin in a sub-journal of The Lancet [3] - Li Ning rose by 4% with the launch of new Dragon Store and Honor Gold Standard product series, expected to create strong synergy [4] - Zhongjiao Holdings increased by 6% as its adjusted annual EBITDA exceeded expectations, with institutions focusing on subsequent classification registration progress [5] Group 4 - Tanwan rose over 4%, accumulating over 30% growth this month, partnering with COEXIST to expand its trendy toy industry layout [6] - Zhaoyan Pharmaceutical increased by over 10% as the price of experimental monkeys rose, with institutions expecting a tight supply-demand situation to persist [7] - Yidu International fell over 12% in the morning session, giving back most of its gains for the month, as Muxi Co., Ltd. listed on the Sci-Tech Innovation Board today [8]

Group 1 - The core viewpoint of the articles highlights the positive performance of major Chinese airlines in terms of passenger load factors during the off-peak season, indicating a recovery in demand [1][2] - Eastern Airlines reported a passenger load factor of 87.37%, an increase of 3.04 percentage points year-on-year [1] - Southern Airlines achieved a load factor of 86.29%, up by 1.36 percentage points year-on-year [1] - Air China recorded a load factor of 83.3%, which is a 4 percentage point increase year-on-year [1] - Citic Securities noted that the load factors for the airlines during the off-peak season are high, ranging from 85.3% to 93.2%, suggesting a potential for improved pricing power as demand recovers [1] Group 2 - Morgan Stanley reported that despite adjustments to Japanese routes, the airport passenger traffic in mainland China showed healthy growth in November, with Beijing Capital International Airport, Shanghai Pudong, Hongqiao International Airports, and Guangzhou Baiyun International Airport experiencing year-on-year growth rates of 9%, 11%, and 13% respectively [2] - The growth in non-domestic passenger traffic was approximately 20% in November [2] - Overall, the non-domestic airline capacity remained stable, while there was an increase in capacity for routes to Australia, Southeast Asia, Hong Kong, and Macau [2]

智通财经APP获悉，航空股早盘再度走高，截至发稿，东方航空(00670)涨3.98%，报4.96港元；中国国 航(00753)涨2.94%，报6.66港元；南方航空(01055)涨2.85%，报5.41港元。 （原标题：港股异动 | 航空股早盘再度走高 11月航司淡季客座率表现亮眼 机场客流量仍健康增长） 对于近期多家航司调整日本航线，大摩表示，尽管日本航线带来影响，但中国内地11月机场客流量仍健 康增长，北京首都国际机场、上海浦东及虹桥国际机场及广州白云国际机场客流量，按年增长轻微加速 至9%、11%及13%，相对10月增长8%、10%及12%；而11月非国内客流量增长约20%。相较四星期前， 上述三地对日本的航空运力下降10%至20%。总体而言，非国内航空运力保持基本稳定，对澳洲、东南 亚、香港和澳门的运力则有所增加。 消息面上，根据最新运营数据显示，国内三大航司11月淡季客座率表现亮眼，东方航空客座率达 87.37%，同比上升3.04个百分点；南方航空客座率为86.29%，同比上升1.36个百分点；中国国航空客座 率83.3%，同比提升4个百分点。中信证券指出，根据各航司三季报，淡季航司客座率处于85. ...

港股航空股继续涨势，其中，中国东方航空、中国南方航空均涨5.5%，中国国航涨超4%，美兰空港、 国泰航空跟涨。 本文源自：金融界AI电报 ...

| 代码 | 名称 | 最新价 | 涨跌幅 ▽ | | --- | --- | --- | --- | | 00670 | 中国东方航空股 | 5.030 | 5.45% | | 01055 | 中国南方航空股 | 5.550 | 5.51% | | 00753 | 中国国航 | 6.750 | 4.33% | | 00694 | 北京首都机场股 | 2.700 | 2.27% | | 00357 | 美兰空港 | 10.760 | 0.56% | | 00293 | 国泰航空 | 11.760 | 0.17% | 股票频道更多独家策划、专家专栏，免费查阅>> 责任编辑：栎树 12月17日，港股航空股继续涨势，其中，中国东方航空、中国南方航空均涨5.5%，中国国航涨超4%， 美兰空港、国泰航空跟涨。 消息上，随着元旦假期的临近，不少人选择用一场旅行来迎接新的一年。元旦假期机票预订量显著增 长，冰雪游、避寒游以及出境短线游热度较高。某旅游平台数据显示，2026年元旦假期，国内航线机票 预订量已超106万张，同比增长约45%；出入境航线机票预订量超53万张，同比增长约15%。 国内的热门航线主要在广东、福建、东北 ...

Group 1 - The core viewpoint of the articles highlights the strong performance of major Chinese airlines in terms of passenger load factors during the off-peak season, indicating a recovery in demand and potential profitability improvements [1][2] Group 2 - Eastern Airlines reported a passenger load factor of 87.37% in November, an increase of 3.04 percentage points year-on-year [1] - Southern Airlines achieved a load factor of 86.29%, up by 1.36 percentage points year-on-year [1] - Air China recorded a load factor of 83.3%, which is a 4 percentage point increase year-on-year [1] Group 3 - Citic Securities noted that the load factors for the airlines during the off-peak season are high, ranging from 85.3% to 93.2%, suggesting a positive trend in the aviation sector [1] - The recovery in business travel demand is expected to resonate with a mild appreciation of the currency, potentially leading to a significant reduction in airline losses in Q4 2025 [1] Group 4 - Despite adjustments in flight capacity to Japan, the overall airport passenger traffic in mainland China showed healthy growth in November, with Beijing Capital International Airport, Shanghai Pudong, Hongqiao International Airports, and Guangzhou Baiyun International Airport experiencing year-on-year growth rates of 9%, 11%, and 13% respectively [2] - Non-domestic passenger traffic increased by approximately 20% in November [2] - There was a 10% to 20% decrease in airline capacity to Japan compared to four weeks prior, while capacity to Australia, Southeast Asia, Hong Kong, and Macau saw an increase [2]

港股航空股继续涨势，其中，中国东方航空、中国南方航空均涨5.5%，中国国航涨超4%，美兰空港、 国泰航空跟涨。 | 代码 | 名称 | 最新价 | 涨跌幅 ▽ | | --- | --- | --- | --- | | 00670 | 中国东方航空股 | 5.030 | 5.45% | | 01055 | 中国南方航空股 | 5.550 | 5.51% | | 00753 | 中国国航 | 6.750 | 4.33% | | 00694 | 北京首都机场股 | 2.700 | 2.27% | | 00357 | 美兰空港 | 10.760 | 0.56% | | 00293 | 国泰航空 | 11.760 | 0.17% | 消息上，随着元旦假期的临近，不少人选择用一场旅行来迎接新的一年。元旦假期机票预订量显著增 长，冰雪游、避寒游以及出境短线游热度较高。某旅游平台数据显示，2026年元旦假期，国内航线机票 预订量已超106万张，同比增长约45%；出入境航线机票预订量超53万张，同比增长约15%。 国内的热门航线主要在广东、福建、东北地区。出境游方面，不少旅客选择了东南亚的短线游。目前， 有多家航空公司新开或 ...