Group 1 - The aviation stocks experienced significant gains in the afternoon trading session, with Eastern Airlines (00670) rising by 7.76% to HKD 6.25 [1][3] - Air China (00753) saw an increase of 5.21%, reaching HKD 7.47 [1][3] - China Southern Airlines (01055) rose by 6.23%, trading at HKD 6.48 [1][3] - Cathay Pacific Airways (00293) had a more modest increase of 0.97%, priced at HKD 12.52 [1][3]

Core Viewpoint - The State-owned Assets Supervision and Administration Commission (SASAC) announced the incentive income for executives of central enterprises for the 2022-2024 term, with a total of 87 enterprises disclosing their incentive income figures. Group 1: Incentive Income Overview - The total incentive income for central enterprise executives consists of annual salary and term incentive income, with the latter being distributed every three years [1]. - Notable figures include: - Jiao Houliang, Chairman of China National Petroleum Corporation, with an incentive income of 86.21 million RMB for the 2022-2024 term [1]. - Ma Yongsheng, Chairman of Sinopec, with an incentive income of 84.81 million RMB [3]. - Wang Dongjin, Chairman of China National Offshore Oil Corporation, with an incentive income of 86.06 million RMB [4]. Group 2: Specific Executive Incentive Income - Zhang Wei, Chairman of the National Oil and Gas Pipeline Group, has an incentive income of 78.17 million RMB [6]. - Meng Zhenping, Chairman of China Southern Power Grid, has an incentive income of 83.54 million RMB [8]. - Temperature of incentive income varies across different enterprises, with some executives like Liu Mingsheng from China Power Investment Corporation receiving 26.02 million RMB for the 2022-2024 term [13]. Group 3: Additional Notable Executives - Chen Zhongyue, Chairman of China Unicom, has an incentive income of 80.49 million RMB [17]. - Xu Peng, from China First Automobile Group, has an incentive income of 82.54 million RMB [23]. - Wang Xianming, Chairman of China Resources Group, has an incentive income of 82.44 million RMB [54].

Group 1 - Hong Kong aviation stocks experienced a significant upward trend, with China Eastern Airlines (00670.HK) rising over 7% [1] - China Southern Airlines (01055.HK) saw an increase of more than 6% [1] - Other stocks such as Air China (00753.HK) and Cathay Pacific Airways (00293.HK) also followed the upward movement [1]

| 来源：新浪财经 （免责声明：本文内容与数据仅供参考，不构成投资建议，使用前请核实。据此操作，风险自担。） | | --- | | 编辑 段炼 杜恒峰 | | 校对 何小桃 | | 封面图片：视觉中国（图文无关） | 每日经济新闻综合自公开资料 每经编辑｜段炼 2月4日，A股航空运输板块集体爆发。截至发稿，东航涨停，南航涨超7%，国航涨超6%，华夏航空、春秋航空、吉祥航空、海航等纷纷上涨。 ...

Group 1 - The core viewpoint of the article highlights a significant increase in airline stocks, with China National Airlines, Eastern Airlines, Southern Airlines, and Cathay Pacific experiencing notable gains in their stock prices [1] - The 2026 Spring Festival holiday has been extended, which is expected to boost travel for family visits and tourism [1] - The national Spring Festival transportation conference predicts that cross-regional passenger flow during the 2026 Spring Festival will reach 9.5 billion trips, representing a year-on-year increase of approximately 5.3%, setting a new historical record [1] Group 2 - Data from the travel industry indicates that as of January 29, domestic flight bookings have exceeded 7.16 million, with a daily average booking increase of 16% year-on-year [1] - Galaxy Securities reports that high-frequency booking data corroborates official passenger volume forecasts, reflecting strong demand for civil aviation travel [1] - The combination of robust travel demand and steady release of flight supply is expected to support improvements in both passenger flow and revenue levels for civil aviation during the Spring Festival [1]

Group 1 - The core viewpoint of the article highlights a significant increase in airline stocks, with China National Aviation (00753) rising by 5.49% to HKD 7.49, Eastern Airlines (00670) up by 5.17% to HKD 6.1, Southern Airlines (01055) increasing by 4.92% to HKD 6.4, and Cathay Pacific (00293) rising by 0.97% to HKD 12.52 [1] - The 2026 Spring Festival holiday has been extended, which is expected to boost travel for family visits and tourism [1] - The national Spring Festival transportation meeting forecasts that cross-regional personnel flow during the 2026 Spring Festival will reach 9.5 billion trips, a year-on-year increase of approximately 5.3%, setting a new historical high [1] Group 2 - Data from the travel industry indicates that as of January 29, domestic flight bookings have exceeded 7.16 million, with an average daily ticket booking volume increasing by 16% year-on-year [1] - Galaxy Securities notes that high-frequency booking data corroborates official transportation volume forecasts, reflecting strong demand for civil aviation travel, which, combined with a steady release of flight supply, is expected to support improvements in both passenger flow and revenue levels during the Spring Festival [1]

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 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2月3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 | | ...

Group 1 - The aviation and airport sector increased by 2.35% on February 3, with Southern Airlines leading the gains [1] - The Shanghai Composite Index closed at 4067.74, up 1.29%, while the Shenzhen Component Index closed at 14127.1, up 2.19% [1] - Key stocks in the aviation sector showed varied performance, with Southern Airlines closing at 7.65, up 5.37%, and China Eastern Airlines at 5.71, up 4.20% [1] Group 2 - The aviation and airport sector experienced a net outflow of 43.44 million yuan from institutional investors, while retail investors saw a net outflow of 106 million yuan [3] - Notable inflows from speculative funds were recorded at 149 million yuan [3] - The stock performance of major companies included China Eastern Airlines with a net inflow of 69.47 million yuan from institutional investors [4] Group 3 - The Aerospace ETF (product code: 159227) tracked the National Aerospace Industry Index and saw a decline of 8.15% over the past five days, with a net subscription of 12.87 million yuan [6] - The General Aviation ETF (product code: 159230) tracked the National General Aviation Industry Index and experienced a decline of 9.25%, with a net subscription of 10.71 million yuan [7] - The Tourism ETF (product code: 562510) tracked the CSI Tourism Theme Index and saw a decline of 2.92%, with a net subscription of 8.91 million yuan [7]

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: 2026年1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2月3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 ...

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