正值春节假期返程高峰，2月23日，海南离岛机票价格大涨，部分票价逼近万元，今明两天琼州海峡船 票均已售罄。目前，四大航司均已增开航班，春运期间海南航班已加班超2000架次。此外，多部门还协 调启用临时航路，并更换大机型，多措并举全力疏运旅客。 多家在线购票平台显示，由于票量紧张，2月23日（初七），从海南三亚等地飞往北京、上海、深圳等 热门城市的机票价格大幅上涨，部分票价逼近万元。26日以后的票价大幅回落。 ¥7642 ¥8120 推荐¥9075 ¥9553 | 更多出行厅条推荐 | | | | --- | --- | --- | | 飞机中转 临近日期 | 飞机+火车 | | | *9553起 ¥2630起 | ¥6443起 | | | 02-24 周二 8h55m | | | | 23:10 11:55 转 | 少量 ¥9555 | | | 武汉 凤凰国际T1 虹桥T2 | | 公务舱 | | 2) (D) 017 | | 未 | | 推荐排序 直飞优先 时间排序 | | 价格低-高 | | 海口一广州 v | N | | | | 低价提醒 | 重多 | | 今天 明天 后天 周四 | 周 | | | 2 ...

Investment Rating - The report maintains a positive outlook on the shipping industry, particularly focusing on oil transportation and shipbuilding sectors, recommending stocks such as ST Songfa and China Merchants Energy [4]. Core Insights - The report highlights a strong performance in oil shipping, with VLCC TCE rates rising by 24% to $146,385 per day, and a significant increase in demand leading to higher freight rates [4]. - The global energy chain's valuation is on the rise, driven by long-term capacity utilization and mid-cycle profit expectations, suggesting a favorable environment for shipping rates [4]. - The report emphasizes the resilience of the dry bulk market, with the BDI index recording a slight increase of 1.19% to 2,043 points, indicating stable demand despite seasonal fluctuations [5]. Summary by Sections Shipping Market Performance - The shipping index decreased by 1.41%, underperforming the CSI 300 index by 1.77 percentage points, with the aviation sector experiencing the largest decline at -5.16% [5]. - The report notes that the coastal dry bulk freight index in China fell by 1.76%, while the Baltic Dry Index increased by 1.19% [5]. Oil Transportation - VLCC rates reached a new high of approximately $160,000 per day during the Spring Festival, with expectations for continued strength in the coming weeks [4]. - The report indicates that the average VLCC freight rate increased by 23% week-on-week, reaching $149,564 per day, reflecting tight capacity and strong demand [4]. Dry Bulk Market - The report mentions that the Capesize freight rate decreased by 4.1%, while the Panamax index showed resilience with a 3.5% increase [4]. - The report anticipates that post-holiday demand recovery will be crucial for the dry bulk market, particularly in iron ore shipments [4]. Air Transportation - The report suggests that the airline industry is at a turning point, with potential for significant profit growth due to increased passenger volumes and operational efficiencies [4]. - Airlines such as China Eastern Airlines and Spring Airlines are highlighted as key players to watch in this sector [4]. Express Delivery - The report notes uncertainties in the express delivery sector due to fluctuating demand and competitive pressures, but highlights the strong market position of leading companies like ZTO Express and YTO Express [4]. Rail and Road Transportation - Rail freight volumes and highway truck traffic are reported to be resilient, with the Ministry of Transport data showing a slight decrease in freight volume but overall stability [4]. - The report identifies two main investment themes in the highway sector: high dividend yields and potential value recovery in undervalued stocks [4].

针对近期海南出岛机票紧张，中国民航局已批复多个批次航班增加计划，在海口增加超110架次航班， 精准执飞上海、北京、成都等热门目的地。 (责任编辑：王擎宇) 民航各单位正全力应对节后返程客流高峰，科学安排航班运力，优化出行服务，确保旅客安全顺畅出 行。华北空管局围绕大流量运行与复杂天气叠加等特点，动态优化流量控制措施，提升整体运行效率。 北京首都机场强化与各部门协同联动，及时调配出租车、机场巴士等运力，确保航班与地面交通有效衔 接。南航对近期进出东北地区，以及新疆、海南等地的热门航线持续增加航班数量，并通过更换宽体机 执飞进一步增加运力。 春节假期即将结束，民航迎来返程客流高峰。交通运输部数据显示，2月22日(农历正月初六)，预计民 航旅客运输量266万人次，比2025年同期增长7.5%。 ...

民航各单位正全力应对节后返程客流高峰，科学安排航班运力，优化出行服务，确保旅客安全顺畅出 行。华北空管局围绕大流量运行与复杂天气叠加等特点，动态优化流量控制措施，提升整体运行效率。 北京首都机场强化与各部门协同联动，及时调配出租车、机场巴士等运力，确保航班与地面交通有效衔 接。南航对近期进出东北地区，以及新疆、海南等地的热门航线持续增加航班数量，并通过更换宽体机 执飞进一步增加运力。 针对近期海南出岛机票紧张，中国民航局已批复多个批次航班增加计划，在海口增加超110架次航班， 精准执飞上海、北京、成都等热门目的地。（记者王聿昊） 春节假期即将结束，民航迎来返程客流高峰。交通运输部数据显示，2月22日（农历正月初六），预计 民航旅客运输量266万人次，比2025年同期增长7.5%。 ...

中国青年报客户端讯（中青报·中青网记者 林洁）2月21日，广州白云国际机场迎来春运生产新突破，单 日起降航班1676架次、接送旅客27.76万人次、保障货邮4154.14吨，同比去年春运分别增长7.37%、 9.12%、9.1%。 春运期间 的东航柜台井然有序。受访者供图 东航在广东投入的座位数同比增加逾10万个，增幅达8.43%；执行航班8100余班，同比增长约5.11%； 预计运输旅客128万人次，同比增长8.21%。随着东航在广州白云国际机场的国际航班转至T3航站楼运 营，东航也进一步优化了国际国内中转流程。 根据春节热门旅游目的地，东航在广州加密了往返西安、昆明、成都、兰州、太原、南京的航班；在深 圳加密了往返大理、太原、武汉航班，并新增深圳往返哈尔滨的直飞航班；在珠海加密了往返昆明、上 海虹桥的航班。在近年来火爆的潮汕市场，东航新增或加密往返上海、成都、南京、郑州、北京、宁 波、昆明、南昌、兰州等地的航班；在湛江加密往返南京、上海、武汉、南昌、成都的航班；在梅州新 增往返上海浦东的航班。 国际机场亮出"广州欢迎您"。受访者供图 广州白云 自2月2日春运启动以来，广州白云国际机场累计运送旅客527.8 ...

Group 1 - The increase in passenger traffic from Hainan is attributed to the implementation of the closure operation this year [1][6] - During the Spring Festival period, there is a peak in outbound transportation from Hainan, with tickets for flights and ferries becoming scarce [1][4] - For example, on February 20, the economy class tickets from Haikou to Guangzhou start at 2000 yuan (excluding taxes), and by February 22-23, all economy class tickets are sold out, leaving only a few business class tickets priced at 6210 yuan [1] Group 2 - The ferry tickets for the route from Haikou to Zhanjiang Xu Wen are fully sold out for the upcoming week, indicating high demand [4] - From February 2 to February 10, the total passenger flow in Hainan during the Spring Festival reached 4.86 million, a year-on-year increase of 6.34% [7] - The transportation of new energy vehicles saw a significant increase of 74% compared to the same period last year [7] Group 3 - The average daily inbound and outbound personnel during the Spring Festival is expected to reach 79,300, a 24.1% increase from last year [7] - In contrast, ticket prices for flights from mainland China to Hainan have significantly decreased, with prices as low as 320 yuan on February 24 [8]

Market Overview - The Hang Seng Index opened down 0.25% at 26,501.2 points, while the Hang Seng Tech Index fell 0.19% to 5,350.25 points, and the National Enterprises Index decreased by 0.08% to 9,025.6 points [1] - Major tech stocks experienced declines, with Alibaba down 1.8%, Tencent down 0.38%, and JD.com down 0.85%. However, Netease saw an increase of 1.83% [3][4] Industry Insights - Huatai Securities reported that the Hong Kong market experienced fluctuations last week, driven by global "reflation" trades and upgrades in AI domestic applications, leading to rebounds in resource products and certain software sectors. However, concerns over the intensifying competition among e-commerce giants suppressed the performance of heavyweight stocks [3] - The market remains volatile, with key factors influencing it being US stock performance, consumer activity during the Spring Festival, and advancements in AI technology [3] Regulatory News - The State Administration for Market Regulation held discussions with major platform companies including Alibaba, Douyin, Baidu, Tencent, JD.com, Meituan, and Taobao, emphasizing compliance with various laws and regulations to enhance promotional practices [5] Company Developments - Qunhe Technology received approval from the China Securities Regulatory Commission for overseas issuance and listing, planning to issue up to approximately 312 million shares in Hong Kong, marking a significant step for the company [6] - China Merchants Energy signed shipbuilding contracts for one ethylene ship and eighteen oil tankers, totaling RMB 7.882 billion [7] - China Shenhua reported coal sales of 33.2 million tons in January, a year-on-year increase of 9.9%, and total electricity sales of 20.96 billion kWh, up 34.4% year-on-year [7] - China Southern Airlines saw a 1.1% decrease in passenger capacity and a 2.86% decline in passenger turnover in January, with a seat load factor of 83.26%, down 1.51 percentage points year-on-year [7] - China Eastern Airlines reported a 3.54% decrease in passenger capacity and a 1.03% decline in passenger turnover, with a seat load factor of 85.01%, up 2.16 percentage points year-on-year [7] - Huizhong Network completed the acquisition of a 25% stake in Jintongling, advancing its "production and sales integration" strategy [7] Performance Metrics - China General Nuclear Power completed 1,647.8 GWh of electricity generation in January, a year-on-year increase of 7.9% [8] - R&F Properties reported a contract sales revenue of approximately RMB 720 million in January, down 8.05% year-on-year [9] - Hopson Development Group recorded a contract sales amount of approximately RMB 591 million in January, a year-on-year increase of 24.95% [10] - Kaisa Group reported contract sales of RMB 325 million in January, down 35.3% year-on-year [11] - Jianye Real Estate reported contract sales of RMB 398 million in January, a year-on-year decrease of 31.1% [12] - Shanghai Fudan projected total revenue of approximately RMB 3.982 billion for 2025, a year-on-year increase of 10.92%, but a net profit decrease of 59.42% [12] - Ruian Real Estate issued a profit warning, expecting a net loss of between RMB 1.7 billion and 1.8 billion for the 2025 fiscal year [12]

货运运力投入同比下降0.03%，货邮周转量同比上升7.65%，货邮载运率为50.39%，同比上升3.59个百分 点。 当月无新增主要航线，退出1架A321飞机，截至2026年1月底运营971架运输飞机。 截至2026年2月13日收盘，南方航空（600029）报收于7.6元，较上周的8.22元下跌7.54%。本周，南方 航空2月9日盘中最高价报8.46元，股价触及近一年最高点。2月13日盘中最低价报7.58元。南方航空当前 最新总市值1377.19亿元，在航空机场板块市值排名2/12，在两市A股市值排名136/5189。 本周关注点 公司公告汇总 2026年1月，中国南方航空股份有限公司及所属子公司客运运力投入（按可利用座公里计）同比下降 1.10%，其中国内下降5.42%，地区上升0.12%，国际上升10.45%；旅客周转量同比下降2.86%，其中国 内下降6.91%，地区上升1.12%，国际上升7.96%；客座率为83.26%，同比下降1.51个百分点。 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 公司公告汇总：南航2026年 ...

Investment Rating - The report assigns an "Accumulate" rating for the aviation industry [5]. Core Insights - The demand for civil aviation during the 2026 Spring Festival is expected to be strong, with limited additional flights, leading to a gradual narrowing of passenger growth rates. Ticket prices are anticipated to continue rising year-on-year during and after the holiday period. Coupled with lower oil prices, airline profitability is expected to improve significantly compared to the previous year [3][4]. Summary by Sections Industry Overview - The 2026 Spring Festival travel season officially began on February 2, with strong demand expected to set a new historical high for passenger flow. As of February 12, the overall flow of people increased by 2.3% year-on-year, with aviation leading at a growth rate of 5.4% [5][6]. Passenger Flow Analysis - Passenger flow for various transportation modes showed the following year-on-year growth rates: aviation at 5.4%, rail at 2.6%, and road at 2.2%. The first week of travel was impacted by adverse weather, but recovery was noted in the second week as conditions improved [5][6][8]. Airline Performance - Daily average passenger volume for civil aviation reached approximately 2.36 million, with a year-on-year increase of 5.4%. The growth rate is in line with expectations, although the limited number of additional flights may lead to a slight decrease in growth rates as the holiday approaches [5][8]. Ticket Pricing Trends - The report estimates that domestic load factors increased by about 1 percentage point year-on-year, with ticket prices (excluding fuel surcharges) rising by approximately 1-2%. Despite a 13% year-on-year decrease in jet fuel prices, the net ticket prices are expected to rise, indicating an improvement in airline gross margins [5][8]. Future Outlook - The report anticipates a "super cycle" for the Chinese aviation industry, driven by sustained demand growth and a shift towards market-driven pricing. The upcoming peak season is expected to significantly enhance airline profitability, with the first quarter of 2026 likely to see industry-wide profitability [5][8]. Recommended Stocks - The report recommends accumulating shares of key airlines, including Air China, Juneyao Airlines, China Eastern Airlines, China Southern Airlines, and Spring Airlines, based on their expected performance and market conditions [5][13].

本次召回范围内的部分车辆，由于高压电池生产工艺波动导致电池可靠性下降，且现有的电池管理系统 软件的控制策略可能造成这些电池单体承受过大载荷，增加其内部短路的风险，可能导致车辆起火事 故，存在安全隐患。 北京商报讯（记者 蔺雨葳）2月14日，国家市场监督管理总局召回中心发布的消息显示，日前，北京奔 驰汽车有限公司根据《缺陷汽车产品召回管理条例》和《缺陷汽车产品召回管理条例实施办法》的要 求，向国家市场监督管理总局备案了召回计划。 召回编号S2026M0026I：自2026年6月25日起，召回生产日期在2021年4月1日至2024年3月12日期间的部 分国产EQA和EQB汽车，共计19481辆。 为了确保用车安全，在更换高压电池前，建议用户将车辆的充电上限设定为不超过80%，并将车辆停放 在室外。 本次召回为2025年3月28日发布的《北京奔驰汽车有限公司召回部分国产EQA和EQB汽车》的再次召 回，并扩大了召回范围。 本次召回活动是在国家市场监督管理总局启动缺陷调查情况下开展的。受调查影响，北京奔驰汽车有限 公司将通过授权经销商为受影响的车辆更换高压电池，以消除安全隐患。 ...