智通财经APP讯，中国南方航空股份(01055)发布公告，南航转债的转股期间为2021年4月21日至2026年 10月14日。截至2025年12月31日累计已有人民币101.04亿元南航转债转换成公司A股股票，累计转股股 数为16.19亿股，占南航转债转股前公司已发行股份总额的比例约为10.56%。 自2025年10月1日至2025年12月31日期间，南航转债累计转股金额为人民币2.3万元，累计转股股数为 3726股。 截至2025年12月31日，尚未转股的南航转债金额为人民币58.96亿元，占南航转债发行总量的比例约为 36.85%。 ...

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的內容概不負責， 對其準確性或完整性亦不發表任何聲明，並明確表示，概不對因本公告全部或任何 部份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。 （在中華人民共和國註冊成立的股份有限公司） （股份代號：1055） 於其他市場發佈的公告 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條而作出。 证券代码：600029 证券简称：南方航空 公告编号：临 2026-001 转债代码：110075 转债简称：南航转债 中国南方航空股份有限公司 可转债转股结果暨股份变动公告 本公司董事会及全体董事保证本公告内容不存在任何虚假 记载、误导性陈述或者重大遗漏，并对其内容的真实性、准确性 和完整性承担法律责任。 重要内容提示： 累计转股情况：南航转债的转股期间为 2021 年 4 月 21 日至 2026 年 10 月 14 日。截至 2025 年 12 月 31 日,累计已有人 民币 10,103,780,000 元南航转债转换成公司 A 股股票，累计转 股股数为 1,619,195,753 股，占南航转债转股前公司已发行股份 总额的比例约为 ...

证券代码：600029 证券简称：南方航空 公告编号：临 2026-001 转债代码：110075 转债简称：南航转债 中国南方航空股份有限公司 可转债转股结果暨股份变动公告 公司于 2022 年 8 月 10 日完成向南龙控股有限公司发行 368,852,459 股 H 股普通股，根据《中国南方航空股份有限公司 公开发行 A 股可转换公司债券募集说明书》的相关条款，自 2022 年 8 月 12 日起，"南航转债"的转股价格由人民币 6.24 元/股调 整为人民币 6.20 元/股。 公司于 2022 年 11 月 23 日完成向中国南方航空集团有限公 司发行 803,571,428 股 A 股普通股，根据《中国南方航空股份有 限公司公开发行 A 股可转换公司债券募集说明书》的相关条款， 自 2022 年 11 月 28 日起，"南航转债"的转股价格由人民币 6.20 本公司董事会及全体董事保证本公告内容不存在任何虚假 记载、误导性陈述或者重大遗漏，并对其内容的真实性、准确性 和完整性承担法律责任。 重要内容提示： 累计转股情况：南航转债的转股期间为 2021 年 4 月 21 日至 2026 年 10 月 ...

呈交日期: 2026年1月5日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | H | | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 01055 | 說明 | | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 4,643,997,308 | RMB | | 1 | RMB | | 4,643,997,308 | | 增加 / 減少 (-) | | | 0 | | | | RMB | | 0 | | 本月底結存 | | | 4,643,997,308 | RMB | | 1 | RMB | | 4,643,997,308 | | 2. 股份分類 | 普通股 | 股份類別 | A | | 於香港聯交所上市 (註1) | | 否 | | | --- | --- | --- | --- | --- | --- | --- | --- | ...

股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年12月31日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 中國南方航空股份有限公司 呈交日期: 2026年1月5日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | H | | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 01055 | 說明 | | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 4,643,997,308 | RMB | | 1 | RMB | | 4,643,997,308 | | 增加 / 減少 (-) | | | 0 | | | | RMB | | 0 | | 本月底結存 | | | 4,643,997,308 | RMB | | 1 | RMB | | 4,643,997,308 | | 2. ...

Investment Rating - The report maintains a positive outlook on the shipping industry, particularly in light of recent developments in Venezuela and the increase in new ship prices [1][2]. Core Insights - Venezuela's political changes are expected to benefit compliant tanker markets, with a potential increase in oil exports leading to higher demand for Aframax tankers and VLCCs [3][4]. - New ship prices have shown an upward trend, with a 0.5% increase reported, particularly in gas carriers which rose by 1% [3]. - The report highlights a significant drop in VLCC freight rates, which fell by 36% week-on-week, while the Atlantic market remains relatively stable [3][4]. Summary by Sections Shipping Market - The report notes that the recent escalation in Venezuela's situation could lead to a 1.4% increase in compliant VLCC oil transport demand and a 4.0% increase for Aframax tankers [3][4]. - The average VLCC freight rate was reported at $43,895 per day, with Middle East to Far East rates dropping to $38,690 per day, a decrease of 45% from the previous week [3][4]. New Ship Prices - New ship prices have increased by 0.5% to 185.59 points, although they are down 1.85% compared to the beginning of 2025 [3][4]. Oil and Product Transport - The LR2-TC1 freight rate increased by 5% to $42,671 per day, supported by tight capacity in previous weeks [3]. - The report indicates a decline in MR average freight rates by 5% to $23,103 per day, with the Atlantic market remaining stable despite the holiday season [3][4]. Air Transport - The report anticipates significant improvements in airline profitability due to supply constraints and increasing passenger volumes, recommending several airlines for investment [3][4]. Express Delivery - The express delivery sector is entering a new phase of competition, with three potential scenarios outlined for future performance [3][4]. Rail and Road Transport - Rail freight volumes and highway truck traffic are expected to maintain steady growth, with recent data showing a slight decrease in volumes [3][4].

Investment Rating - The report maintains an "Overweight" rating for the aviation and oil transportation sectors, indicating a positive outlook for both industries [35]. Core Insights - The aviation sector is expected to see robust demand growth, driven by increased travel during the New Year holiday, with significant year-on-year increases in both passenger volume and ticket prices. The report suggests a strategic investment during the off-peak season, anticipating a long-term super cycle [3][4]. - In the oil transportation sector, while seasonal price declines are noted, the report emphasizes the potential for future price increases due to ongoing global oil production growth and limited capacity expansion. It recommends a contrarian investment approach during the off-peak period [3][4]. Summary by Sections Aviation Sector - The report highlights a strong increase in travel demand during the New Year holiday, with a 19% year-on-year increase in overall passenger movement from December 31, 2025, to January 2, 2026. Specifically, civil aviation saw a 13% increase [3][4]. - Domestic ticket prices are estimated to rise by over 10% year-on-year during the holiday period, despite a projected short-term dip in passenger flow post-holiday [3][4]. - The aviation industry is experiencing high load factors while ticket prices remain at historical lows, suggesting a favorable environment for profitability growth driven by demand recovery and market pricing dynamics [3][4]. Oil Transportation Sector - The report notes that the average daily earnings for Very Large Crude Carriers (VLCC) reached $51,000 in 2025, significantly higher than the $36,000 in 2023-2024, driven by improved capacity utilization and increased oil production from the Middle East and South America [3][4]. - Despite a recent decline in freight rates during the traditional off-peak season, the report maintains a positive outlook for future price increases, supported by ongoing global oil production growth and limited fleet expansion [3][4]. - The report suggests monitoring geopolitical developments, particularly in Venezuela, and recommends increasing positions in companies like COSCO Shipping Energy, China Merchants Energy Shipping, and China Shipbuilding Leasing [3][4].

Group 1 - Turkey has implemented a visa-free entry policy for Chinese citizens holding ordinary passports, effective from the morning of the 2nd, leading to the arrival of the first batch of Chinese tourists at Istanbul Airport [1] - Tourists express excitement about the new visa policy, highlighting the convenience it brings for travel and business, with increased expectations for future travel activities [1] - The visa exemption is expected to facilitate trade relations, as business travelers note the ease of travel for ongoing partnerships with Turkish counterparts [1] Group 2 - China Southern Airlines is responding to the anticipated increase in passenger flow by planning to increase the frequency of direct flights from Guangzhou, Beijing, and Urumqi to Istanbul starting in March, potentially reaching a total of 17 flights per week [2] - The airline's initiative aims to enhance the connectivity between China and Turkey, contributing to the development of the "Air Silk Road" [2]

从事绒毛贸易的商人刘英和同事抵达伊斯坦布尔后，在机场等待土耳其合作伙伴接机。"我与土耳其商 人合作已经十几年，每年都要来往三四次。"刘英表示，免签政策将极大便利其商业活动，有利于进一 步推动与当地的贸易往来。 当地时间2日上午7时至9时，从中国北京、上海、广州等地直飞土耳其的多个航班陆续降落在伊斯坦布 尔机场。随着土耳其对持普通护照中国公民免签入境政策当天生效，首批享受这一便利的中国旅客便捷 入境土耳其。 "很荣幸成为土耳其免签后的第一批中国游客。我们持护照直接入境，非常便捷。"从事赴土耳其旅游业 务十余年的韩秀美在免签首日带领一个二十余人的旅行团抵达伊斯坦布尔。她对免签政策充满期待，并 表示今后忙碌的日子一定会越来越多。 在欧洲留学的宋思佳当天凌晨飞抵伊斯坦布尔机场，等待与朋友会合后一同游览土耳其。"我们没有提 前规划行程，看到土耳其免签政策后就立即买票过来看看。"她说，由于是卡着点赶来，入境时略有忐 忑，但通关过程十分顺利，这让她由衷感慨中国护照的"含金量"正日益提升。 当天，中国南方航空公司伊斯坦布尔营业部在机场举办活动，迎接在首个免签日抵达的中国旅客，并为 幸运旅客赠送纪念品。营业部总经理徐嘉锋介绍， ...

值得一提的是，南航特色服务品牌"空中茶苑"也在此次航班中暖心呈现。乘务员手捧温热的香茗，缓缓 穿行于客舱之间。清雅的茶香袅袅弥漫，为旅客带来一抹静谧与暖意，展现出南航服务中的人文关怀与 精致细节。活动尾声，不少旅客纷纷举起手机与相机，与家人、同伴或乘务组合影留念。一次次快门的 轻响，将这份独一无二的云端跨年记忆永久珍藏。 此次南航上海分公司"木棉迎新"主题航班活动，通过一系列精心设计的互动环节，将万米高空打造成温 暖的新年相聚地，以实际行动诠释了南航"亲和精细"的服务理念。（编辑：许浩存 校对：张薇 审核： 韩磊） （南航上海分公司供图） 随着飞机进入平稳飞行阶段，"云端迎新派对"正式拉开帷幕。乘务员手持"木棉心愿笺"，热情邀请旅客 写下对新年的美好憧憬与真挚祝福。一张张卡片传递着希望，也串联起客舱里每一位旅客的情感共鸣。 紧随其后的是新年知识趣答环节。传统年俗的趣味冷知识、南航特色服务的小问答……旅客们的抢答声 与欢笑声在客舱内回荡。活动间隙，乘务员特意为小旅客们准备了手工材料。孩子们在家长和乘务员的 指导下，兴致勃勃地摆弄木棉花与小飞机折纸。彩纸翻飞间，童真与创意在指尖流转，为这场高空聚会 增添了一份活泼 ...