证券之星消息，9月8日航空机场板块较上一交易日上涨2.77%，南方航空领涨。当日上证指数报收于 3826.84，上涨0.38%。深证成指报收于12666.84，上涨0.61%。航空机场板块个股涨跌见下表： 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。 从资金流向上来看，当日航空机场板块主力资金净流出1.2亿元，游资资金净流出1.72亿元，散户资金净 流入2.93亿元。航空机场板块个股资金流向见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 600221 海航控股 | | 3757.41万 | 4.70% | -4706.80万 | -5.89% | 949.38万 | 1.19% | | 600029 | 南方航空 | 1964.16万 | 2.87% | -2985.56万 | -4.37% | 1021.40万 | 1.49% ...

卡塔尔航空公司：卡塔尔航空公司与中国南方航空扩大航班合作及代码共享伙伴关系。 ...

Core Insights - China Southern Airlines (CSA) has seen a significant increase in passenger transfer volume at the Urumqi hub, with daily transfers exceeding 6,000 passengers on September 3 and 4, marking a 33% increase compared to the peak in 2024, setting a new record for daily transfer volume [1] - The rise in transfer passengers is attributed to the concentration of student traffic during the school season, group travel, and the return demand from the summer travel period, highlighting Urumqi's growing importance as an international aviation hub [1] Group 1: Passenger Volume and Services - During the 2025 summer travel season, CSA carried over 3.08 million passengers in Xinjiang, benefiting from the continued release of dividends from visa-free policies, with international and regional routes performing exceptionally well, carrying 177,000 passengers, a 57% increase year-on-year [2] - CSA has enhanced its transfer service capabilities at the Urumqi hub by opening four dedicated transfer channels, improving services such as "one ticket to the end, baggage free" and "segmented transfer, convenient check-in," optimizing the flow of transfer passengers and baggage [2] - During the summer travel season, CSA facilitated 220,000 transfer passengers and handled 130,000 pieces of transfer luggage, achieving a same-day transfer success rate of 99.7% [2] Group 2: International Transfer Services - CSA has piloted "one ticket to the end with baggage free" service for international to domestic transfers, optimizing the international transfer process and promoting multilingual services, significantly enhancing the customs experience and transfer efficiency for international passengers [4] - The number of international passengers transferring through Urumqi reached 78,000 during the summer travel season, representing a year-on-year increase of 32.22% [4] Group 3: Personalized Services and Efficiency - To ensure smooth travel for urgent transfer passengers, CSA has introduced personalized services such as "one flight, one policy," equipped with electric vehicles for quick transfers, and formed a dedicated urgent transfer support team, achieving a same-day transfer success rate of 99.96% from September 1 to 4, with the shortest transfer time recorded at just 24 minutes [5] Group 4: Economic Impact and Future Plans - In the first half of this year, Xinjiang's trade with countries involved in the Belt and Road Initiative reached 237.59 billion yuan, a year-on-year increase of 17.9%, with air transport playing a crucial role [7] - As Xinjiang deepens its openness, CSA plans to leverage its aviation advantages by developing a smart transfer system and utilizing new technologies such as 5G and the Internet of Things to enhance service quality and operational efficiency, contributing to Xinjiang's role as a core hub of the Belt and Road Initiative [7]

证券之星消息，9月5日航空机场板块较上一交易日上涨1.13%，华夏航空领涨。当日上证指数报收于 3812.51，上涨1.24%。深证成指报收于12590.56，上涨3.89%。航空机场板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 002928 | 华夏航空 | 9.22 | 3.48% | 26.39万 | | 2.40亿 | | 600221 | 海航控股 | 1.55 | 2.65% | 424.28万 | | 6.50亿 | | 603885 | 吉祥航空 | 12.73 | 1.92% | 27.68万 | | 3.50亿 | | 600115 | 中国东航 | 4.05 | 1.76% | 1 92.94万 | | 3.73亿 | | 000099 | 中信海直 | 23.04 | 1.05% | 16.07万 | | 3.68亿 | | 000089 | 深圳机场 | 7.16 | 0.85% | 11.24万 | | 8021.89万 | | ...

四川航空亏损超8亿元 根据南方航空半年报数据，四川航空注册资本106亿元，总资产747.28亿元，净资产负5.36亿元，2025年 上半年营业收入162.18亿元，净利润亏损8.02亿元。在2023年，四川航空曾扭亏为盈。 实际上，南方航空增资四川航空后，曾提到要推动后者在2028年完成上市。按照四川航空现在的资产负 债表以及盈利情况，上市略显困难。资深投行人士表示，四川航空可考虑通过股东或战略投资者注资等 方式，首先将资产负债率降至安全水平并恢复持续盈利能力。 近日，中国国航（601111）、东方航空、南方航空（600029）等相继披露了2025年半年报，国内三大航 司呈现营收增长、净利润亏损状况。而在南方航空半年报中，还披露了地方航司四川航空的财务信息。 去年4月，南方航空披露公告，南方航空与四川航空集团有限责任公司（以下简称川航集团）将共同推 动并协助四川航空于2028年完成合格上市。如2028年双方未能有效推动四川航空上市工作，公司可按照 四川航空公司章程转让全部或部分持有的四川航空股权。 在去年2月，四川国资官微还提到："探索川航集团整体产业生态圈建设，研究启动探索川航股份（四川 航空）上市工作。" ...

登录新浪财经APP 搜索【信披】查看更多考评等级 每经记者｜胥帅 每经编辑｜张益铭 近日，中国国航、东方航空、南方航空等相继披露了2025年半年报，国内三大航司呈现营收增长、净利 润亏损状况。而在南方航空半年报中，还披露了地方航司四川航空的财务信息。 根据南方航空半年报数据，四川航空注册资本106亿元，总资产747.28亿元，净资产负5.36亿元，2025年 上半年营业收入162.18亿元，净利润亏损8.02亿元。在2023年，四川航空曾扭亏为盈。 实际上，南方航空增资四川航空后，曾提到要推动后者在2028年完成上市。按照四川航空现在的资产负 债表以及盈利情况，上市略显困难。资深投行人士表示，四川航空可考虑通过股东或战略投资者注资等 方式，首先将资产负债率降至安全水平并恢复持续盈利能力。 四川航空亏损超8亿元 近期，南方航空、东方航空等多家航司相继披露了半年报。 中国国航、东方航空、南方航空三家国内最大的航空企业营收均实现了正增长，分别同比增长1.56%、 4.09%以及1.8%。只不过，三大航司归母净利润仍在亏损，均未能实现"转正"，亏损额分别达到18.06亿 元、14.31亿元和15.33亿元。 当然，也 ...

重视低预期下航空投资的机会 ——于无人问津处，配置当下 1、《供给约束强化》2025-06-10 航空机场 证券研究报告/行业点评报告 2025 年 09 月 04 日 | 增持（维持） 评级： | | | --- | --- | | | 简称 | | 分析师：杜冲 | | | 执业证书编号：S0740522040001 | | | Email：duchong@zts.com.cn | | | 分析师：李鼎莹 | | | 执业证书编号：S0740524080001 | | | Email：lidy@zts.com.cn | | | 重点公司基本状况 | | | | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 简称 | 股价 | | | EPS | | | | | PE | | | 评级 | | | （元） | 2023A | 2024A | 2025E | 2026E | 2027E | 2023A | 2024A | 2025E | 2026E | 20 ...

证券之星消息，9月4日航空机场板块较上一交易日上涨0.0%，华夏航空领涨。当日上证指数报收于 3765.88，下跌1.25%。深证成指报收于12118.7，下跌2.83%。航空机场板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 002928 | 华夏航空 | 8.91 | 2.18% | 26.86万 | | 2.37亿 | | 603885 | 吉祥航空 | 12.49 | 2.13% | 22.72万 | | 2.82 亿 | | 600897 | 厦门空港 | 14.84 | 1.09% | - 2.70万 | | 3987.90万 | | 600115 | 中国东航 | 3.98 | 0.51% | 81.26万 | | 3.22亿 | | 601021 | 春秋航空 | 52.49 | 0.38% | 5.91万 | | 3.07亿 | | 600029 | 南方航空 | 5.84 | 0.17% | 50.04万 | | 2.91亿 | | 60 ...

（南航） 同时，南航在北京累计保障国际及地区进出港航班1703班次、旅客34.97万人次，服务中转旅客59.44万 人次，国际及地区航线均实现通程联运。 暑运期间，南航在京保障进出港航班2.1万余班次、旅客366.05万人次，同比分别增长2.61%和2.66%。 ...

Group 1 - During the summer transportation period (July 1 to August 31), China Southern Airlines (CSA) operated over 21,000 flights in and out of Beijing, serving 3.6605 million passengers, marking a year-on-year growth of 2.61% and 2.66% respectively, achieving a historical high [1] - CSA's Beijing hub effectively utilized its transportation network, facilitating 1,703 international and regional flights and serving 349,700 passengers, with 594,400 passengers benefiting from transfer services [3] - The airline focused on enhancing service quality amidst frequent adverse weather conditions, promoting the "one-minute boarding" service on the Beijing Daxing to Guangzhou route to improve travel experience [3] Group 2 - In terms of logistics, the volume of cargo in and out of Beijing increased by over 5% year-on-year during the summer transportation period [6] - CSA launched customized services for the peach harvest season in Pinggu, Beijing, providing dedicated ground transportation vehicles for direct transport between production areas and airports, addressing agricultural product transportation challenges [6] - By the end of August, CSA had transported 900 tons of peaches to various locations across the country, supporting farmers' income and industry development [6]