智通财经APP讯，中国南方航空股份(01055)发布公告，该公司于2020年10月15日发行的可转换公司债券 (以下简称"南航转债"、"可转债")将于2025年10月15日开始支付自2024年10月15日至2025年10月14日期 间的利息。 据悉，本期债券发行总额160亿元，本次发行的可转债期限为发行之日起6年，即自2020年10月15日至 2026年10月14日，本计息年度可转债的票面利率为1.50%(含税)。 ...

（在中華人民共和國註冊成立的股份有限公司） （股份代號：1055） 中華人民共和國，廣州 2025年9月30日 於本公告日期，董事包括執行董事馬須倫及韓文勝；及獨立非執行董事何超瓊、郭為、張 俊生及祝海平。 1 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。 茲載列中國南方航空股份有限公司在上海證券交易所網站刊登的《中國南方航空股份有限 公司關於"南航轉債"2025年付息公告》，僅供參閱。 承董事會命 中國南方航空股份有限公司 聯席公司秘書 陳威華及劉巍 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。 ...

Core Viewpoint - The article discusses the increasing trend of airlines charging for seat selection, which is perceived as a violation of consumer rights and a shift from safety considerations to revenue generation [3][4][11]. Group 1: Airline Practices - Many domestic airlines have implemented paid seat selection services, requiring passengers to pay extra or use mileage points for preferred seating [3][7]. - Airlines like China Southern and Air China have specific rules regarding seat locking, with some seats reserved for special services or requiring mileage for selection [4][8]. - The practice of locking seats, especially in the front rows, has shifted from safety concerns to a means of generating additional revenue [9][12]. Group 2: Consumer Rights and Legal Implications - Experts argue that paid seat selection infringes on consumer rights, particularly the right to know and choose, and may violate consumer protection laws [11][12]. - Historical precedents exist where airlines faced penalties for charging extra for seat selection, indicating a legal framework against such practices [10][11]. - There is a call for airlines to be transparent about seat locking policies and to ensure that a significant portion of seats remain available for free selection [11][12].

Core Viewpoint - The practice of paid seat selection by airlines has become a common revenue-generating strategy, raising concerns about consumer rights and transparency in the industry [2][3][8]. Group 1: Paid Seat Selection Practices - Many domestic airlines have implemented paid seat selection services, requiring passengers to pay extra or use mileage points to select certain seats [2][5]. - Airlines like China Southern and Air China have specific rules regarding seat locking, with some seats only available for purchase or mileage redemption [5][6]. - The proportion of locked seats varies by airline and flight, with no standardized regulations governing this practice [3][6]. Group 2: Consumer Rights and Legal Concerns - Experts argue that paid seat selection may violate consumer rights, particularly the right to know and choose freely, and could be seen as a breach of contract [3][8][9]. - The lack of transparency regarding seat availability and the rationale behind seat locking has been criticized, with calls for clearer communication from airlines [8][9]. - Historical precedents exist where airlines faced penalties for similar practices, indicating ongoing regulatory scrutiny in this area [7][8]. Group 3: Industry Implications - The shift towards paid seat selection is viewed as a move away from initial safety considerations to a focus on additional revenue, potentially harming airline reputations [6][9]. - Industry analysts suggest that this trend could lead to a deterioration of consumer trust and loyalty, as passengers feel their rights are being undermined [9].

Market Performance - The Hong Kong stock market indices experienced significant gains, with the Hang Seng Tech Index rising by 2.24%, reaching a new high for the period [1] - In September, the Hang Seng Tech Index accumulated a nearly 14% increase, while the Hang Seng Index and the National Enterprises Index rose by 7.09% and 6.79%, respectively [1][2] Sector Highlights - Major technology stocks saw collective gains, with Kuaishou leading with a rise of over 7%, followed by Alibaba and NetEase with increases of 2% [2][4] - Semiconductor stocks remained strong, with Huahong Semiconductor surging nearly 11% to set a new high [2][8] - Apple-related stocks also saw gains as Apple reportedly notified its supply chain to increase production capacity [2][9] Gold and Copper Stocks - Gold stocks rallied, with Zijin Mining International soaring over 68%, and other gold-related companies also showing strong performance [6] - Copper stocks followed suit, with China Molybdenum rising by 11.84% and Jiangxi Copper gaining over 8% [7] Biopharmaceutical Sector - The biopharmaceutical sector showed positive movement, with WuXi AppTec increasing by over 8% and other companies like Zai Lab and BeiGene also experiencing gains [12][13] Airline Industry - Airline stocks generally rose, with China Eastern Airlines up by 6.73% and both China Southern Airlines and Air China increasing by over 4% [11] - Citic Securities noted strong demand for air travel during the upcoming holidays, suggesting potential for positive performance in the sector [11] Oil and Gas Sector - Oil stocks collectively declined, with China Petroleum falling by 2.75% and other major oil companies also experiencing losses [14] - Reports indicated that OPEC+ plans to increase oil production in November, contributing to the downward pressure on oil prices [14] Gaming and Telecom Stocks - Casino and gaming stocks mostly fell, with Sands China down by 2.25% and other major gaming companies following suit [15] - Telecom stocks also saw declines, with China Telecom and China Mobile both experiencing slight drops [17] Capital Inflows - Southbound capital saw a net inflow of HKD 15.48 billion, indicating strong investor interest in the Hong Kong market [19] Future Outlook - Everbright Securities highlighted the strong overall profitability of Hong Kong stocks, particularly in sectors like internet, new consumption, and innovative pharmaceuticals, suggesting that despite recent gains, valuations remain low and long-term investment potential is high [19]

南方航空所属申万行业为：交通运输-航空机场-航空运输。所属概念板块包括：民用航空、低价、一带 一路、融资融券、MSCI中国等。 截至6月30日，南方航空股东户数14.00万，较上期减少7.17%；人均流通股0股，较上期增加0.00%。 2025年1月-6月，南方航空实现营业收入862.91亿元，同比增长1.77%；归母净利润-15.33亿元，同比减 少24.84%。 9月30日，南方航空盘中上涨2.02%，截至13:44，报6.07元/股，成交3.59亿元，换手率0.47%，总市值 1099.94亿元。 资金流向方面，主力资金净流入446.87万元，特大单买入4244.96万元，占比11.82%，卖出2662.81万 元，占比7.42%；大单买入7574.33万元，占比21.10%，卖出8709.62万元，占比24.26%。 南方航空今年以来股价跌6.47%，近5个交易日涨1.51%，近20日涨2.71%，近60日涨5.75%。 资料显示，中国南方航空股份有限公司位于广东省广州市白云区齐心路68号中国南方航空大厦，成立日 期1995年3月25日，上市日期2003年7月25日，公司主营业务涉及国内和经批准的国际 ...

中新网广州9月30日电 (记者 郭军)2025年中秋佳节恰逢国庆长假，中国南方航空(以下简称"南航")计划 在10月4日至8日期间执飞400余条赏月航线，航班量超2800班次。 记者从南航获悉，在10月6日中秋夜19:00至次日凌晨03:00最佳赏月时段内，南航将在300余条航线上执 飞超500班次的赏月航班，在万米高空为旅客打造云端赏月之旅。 南航客机月圆月相映成趣。南方航空 供图 国际航线方面，南航精选的部分赏月航班如下： 资料图： CZ6092(万象18:45-22:10广州)，近150分钟的空中旅途全程有圆月伴飞；CZ6011(乌鲁木齐20:25-19:20阿 拉木图)，带旅客飞越丝绸之路，感受"明月出天山"的壮丽；CZ8058(迪拜21:10-次日8:45广州)，由空客 A330执飞。CZ302(悉尼22:15-次日05:25广州)，波音B787将为旅客带来开阔的赏月视野。 此外，南航还在广州、北京、乌鲁木齐等枢纽机场执行往返于东南亚、日韩、中西亚、中东、欧洲、美 洲、澳新方向的等多条国际航线。在中秋月圆之夜，南航将陪伴中外旅客空中赏月。 据悉，今年，南航还将继续选择一些航线，在中秋月圆之夜推出赏月 ...

国泰海通证券指，重视航空长逻辑，Q3盈利有望实现逆势增长，十一假期出游旺盛，关注公商务恢复 持续性。该行表示，9月公商需求旺盛，十一假期出游旺盛。受益暑运压制性公商需求释放与10月重大 会议致公商需求前移，9月公商需求旺盛且有望创历史同期新高，高客座率推动国内含油票价同比转 正，9月淡季将再次大比例留存燃油成本缩减，助力2025Q3业绩同比增长。考虑国庆中秋连休且拼假效 应明显该行预计十一黄金周出游需求旺盛，航司预期乐观且预售量价良好，建议关注拼假或对临近收仓 票价影响。 三大航集体走高，截至发稿，中国国航（601111）(00753)涨3.23%，报5.75港元；东方航空(00670)涨 3.21%，报3.22港元；南方航空（600029）(01055)涨2.01%，报4.06港元。 消息面上，航旅纵横大数据显示，截至9月26日，2025年国庆中秋假期国内航线机票预订量已突破1019 万张，日均预订量较去年同期增长约6%；出入境航线机票预订量超过169万张，日均预订量较去年同期 增长约12%。 此外，航班管家DAST数据显示，截至9月25日，今年国庆假期预售机票裸票价为819元， 价格较2024年同期上涨9 ...

每经AI快讯，9月30日，港股三大航集体走高，截至发稿，中国国航(00753.HK)涨3.23%，报5.75港元； 东方航空(00670.HK)涨3.21%，报3.22港元；南方航空(01055.HK)涨2.01%，报4.06港元。 ...

责任编辑：栎树 | 代码 | 名称 | 最新价 涨跌幅 v | | --- | --- | --- | | 00753 | 中国国航 | 5.780 3.77% | | 00670 | 中国东方航空股 | 3.220 3.21% | | 01055 | 中国南方航空股 | 4.060 2.01% | | 00357 | 美兰空港 | 10.510 0.67% | 港股航空股普遍上涨，其中，中国国航涨近4%，中国东方航空涨3.2%，中国南方航空涨2%，美兰空港 跟涨。 消息上，中信证券研报指出，2025年国庆中秋假期航空出游需求旺盛，量价或有超预期表现，释放积极 信号。民航"反内卷"工作逐步展开，或从托底价、控时刻、代销监管等方面加强监管，有望对行业价格 形成支撑，建议关注航司业绩弹性。飞机低引进+发动机维修使得有效供给延续低增长，新订单对行业 供给影响或有限，无需过分担忧。四季度行业量价表现或迎拐点，关注淡季布局时机。 ...