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5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: 2025年6月4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 ...

Summary of Conference Call Notes Industry Overview - The focus is on the logistics and transportation industry, particularly the integration of unmanned vehicles and the profitability of airlines [1][2]. Key Points on Unmanned Vehicles - Unmanned vehicle procurement is expected to more than double, leading to cost reductions in the last-mile delivery segment [1]. - Forecasted unmanned vehicle scales for 2024 are as follows: - SF Express: 800 units - ZTO Express: over 1000 units - YTO Express: 500 units - Shentong Express: 200-300 units - By 2025, leading express companies are anticipated to see unmanned vehicle scales double [1]. - The price of the E-series unmanned logistics vehicle from Jiushi Intelligent has dropped to 19,800 yuan, with a monthly subscription service for FSD starting at 1,800 yuan [1]. - Different procurement strategies are being adopted by express companies: - SF Express is utilizing a leasing model for quicker deployment. - The Tongda system is supporting franchisees in procuring unmanned vehicles to reduce costs [1]. - There is an expectation for further opening of road rights, which would enhance cost reductions in last-mile delivery through unmanned vehicles [1]. Key Points on Airline Profitability - The domestic airline revenue management strategy has begun to show effects, with domestic ticket prices experiencing year-on-year growth [3]. - It is projected that the year-on-year decline in seat revenue for listed airlines in Q2 will narrow to 3%-4% [3]. - Due to OPEC+ continuing to increase production unexpectedly from May to July, it is anticipated that airline unit fuel costs will decrease by approximately 18% year-on-year by Q2 2025 [3]. - The correlation between ticket prices and fuel costs suggests that the three major airlines are likely to achieve positive profits in Q2, with private airlines also expected to show year-on-year growth [3]. - There may be a decline in volume and price data following the exam period and the Dragon Boat Festival, which could present a reverse layout opportunity [3]. - Recommendations include: - Juneyao Airlines - Huaxia Airlines - Spring Airlines - Air China H - China Southern Airlines H [3]. Additional Insights - The report emphasizes the importance of monitoring the profitability turning point for airlines and the potential for unmanned vehicles to significantly impact cost structures in logistics [1][3].

Core Viewpoint - The A-share airport and aviation sector experienced a decline at the beginning of trading, with several airlines, including Juneyao Airlines, falling over 3% [1] Company Summary - Juneyao Airlines saw a drop of more than 3% in its stock price [1] - Other airlines such as Spring Airlines, Air China, Southern Airlines, Huaxia Airlines, and China Eastern Airlines also followed the downward trend [1]

Core Viewpoint - On May 31, China Southern Airlines reported an incident involving a passenger's camera battery and power bank smoking on flight CZ6850 from Hangzhou to Shenzhen, leading to a safe return to the departure airport after 15 minutes of flight [1][2]. Regulations on Carrying Power Banks - There are strict regulations regarding carrying power banks on airplanes. Power banks with a rated energy not exceeding 100Wh can be carried without airline approval, while those between 100Wh and 160Wh require airline approval. Power banks exceeding 160Wh are prohibited [8]. - Power banks must be personally used by the traveler and can only be carried in hand luggage or as carry-on items, with a maximum of two power banks allowed per traveler [8]. - During the flight, power banks cannot be used to charge electronic devices, and those with a power switch must remain turned off throughout the flight [8].

中国民用航空局官网发布的《关于民航旅客携带"充电宝"乘机规定的公告》，其对充电宝的规格、运输 方式及使用均有明确的要求。 每经编辑｜杜宇 5月31日，中国南方航空发文：CZ6850杭州飞往深圳的航班上，一旅客携带的相机电池、充电宝出现冒 烟情况，乘务组第一时间妥善处置，迅速排除安全风险。为确保安全，机组立即返航，航班于起飞15分 钟后安全降落。 南方航空表示，公司积极做好旅客后续服务保障工作。公司提醒广大旅客，严格遵守民航安全规定，妥 善携带和使用类似设备，确保安全出行。 图片来源：南方航空官方微博 科普：坐飞机带充电宝，这些常识要知道！ 当下智能手机已经完全融入日常生活，"机不离手"成为很多人的常态，而充电宝就成了出行时必备 的"续命神器"。坐飞机允许带充电宝，是中国民航实事求是从旅客需求出发的人性化管理的体现。然 而，由于充电宝的潜在风险，旅客还需要了解并遵守相关的规定。 每日经济新闻综合中国民用航空局官网、南方航空官方微博 关于容量 飞机上充电宝的容量有严格的限制。额定能量不超过100Wh，无需航空公司批准；额定能量超过100Wh 但不超过160Wh，经航空公司批准后方可携带。但大于160Wh的充电宝， ...

Group 1 - The event "Wings 'Child' Tour in Spring City, 'Zong' Enjoy New Journey" was held at Jinan Airport, integrating travel services with festive atmosphere, attracting numerous domestic and international travelers [1][3] - Activities included traditional cultural experiences such as DIY Dragon Boat Festival wristbands and fun games, creating an immersive holiday experience for families [3][4] - Jinan Airport and airlines promoted popular family-friendly travel routes, including 14 daily flights from Jinan to Guangzhou and 6 daily flights to Shanghai Disneyland, catering to various travel preferences [3][4] Group 2 - The innovative interaction mechanism allowed nearly a thousand travelers to connect with travel agencies through various methods, establishing a foundation for personalized travel solutions [4] - The event successfully combined the joy of Children's Day with the cultural traditions of the Dragon Boat Festival, promoting both travel brands and cultural heritage [4] - Jinan Airport plans to continue enhancing service quality and organizing more themed activities to optimize the travel experience for passengers [4]

Core Viewpoint - The company is proactively enhancing its flight capacity and optimizing its route network to meet the increasing travel demand during the upcoming Dragon Boat Festival holiday, ensuring safe and orderly air transportation for passengers. Group 1: Capacity Optimization - The company plans to operate 108 flights originating from Guiyang during the three-day Dragon Boat Festival holiday from May 31 to June 2, 2025, focusing on increasing capacity on popular routes [1] - The company has adjusted its aircraft types and increased seat availability and flight frequency on key routes such as Guiyang to Hangzhou and Shanghai to meet the high travel demand [3] Group 2: Efficient Transfer Network - The company will operate 3-5 daily flights on the Guiyang to Guangzhou route and 4-8 daily flights on the Guiyang to Beijing Daxing route, creating a high-frequency and high-density flight schedule [4] - The company leverages the advantages of hub airports in Guangzhou and Beijing to provide efficient transfer services, ensuring quick access to multiple destinations for travelers [4] Group 3: Ticket Sales and Demand - As of May 30, ticket bookings for the Dragon Boat Festival holiday have surged, with significant increases in booking rates for flights to tourist cities like Haikou, Nanjing, and Hangzhou, and some economy class tickets nearing sell-out [5] - The company advises travelers to plan their trips in advance and secure tickets early to avoid delays in travel plans due to concentrated demand during the holiday [5] Group 4: Service Assurance - The company has initiated special measures to ensure the safe and smooth operation of flights during the holiday, including enhanced aircraft inspections and optimized ground service processes [6] - The company is offering unique holiday services and traditional cultural interactions at check-in counters and lounges, creating a festive atmosphere for travelers [6] Group 5: Future Development - The company aims to continue optimizing its route network and improving service quality to contribute to the high-quality development of civil aviation in Guizhou and support local economic and social growth [7]

Group 1 - The A-share airport and shipping sector experienced a decline, with Southern Airlines dropping over 3% [1] - China National Airlines, Spring Airlines, and China Eastern Airlines fell nearly 2% [1] - Both Juneyao Airlines and Huaxia Airlines saw a decline of over 1% [1]

Group 1 - The core idea of the article is the importance of family support in enhancing employee well-being and fostering a sense of belonging within the company [1][3][6] - The event "Wings Together, Cottonwood Heart" organized by China Southern Airlines' Xinjiang branch involved 20 dual-flying families, focusing on family values and emotional communication [1][3] - The initiative included interactive courses and practical activities aimed at improving communication skills among family members, resulting in increased effective communication time from 2.8 hours to 6.5 hours and a parent-child interaction satisfaction rate of 97.3% [3][6] Group 2 - The company emphasizes that family development is a crucial foundation for corporate growth, encouraging employees to balance work and family life [3] - The ongoing series of care activities aims to enhance the service system and ensure that more employees feel the company's support, thereby contributing to high-quality development [6] - The brand concept "Wings Together, Cottonwood Heart" is intended to take root and flourish within employees' families, promoting a harmonious work-life integration [6]

端午假期日益临近，机票进入预订高峰。据航旅纵横大数据显示，截至5月27日，端午假期国内航线机 票预订量超293万张。国际航线机票预订量超62万张，比去年同期增长约19%，中短途热门航线机票预 订量同比增长近1倍。 近期，航空股频频活跃。富途牛牛显示，自4月8日起，港股航空概念指数累计涨幅已超30%，跑赢大 盘。 5月28日，在港股普跌走势中，航空股表现依旧强势。其中，中国东方航空股份（00670.HK）涨3.4%， 中国国航（00753.HK）涨2.05%，中国南方航空股份（01055.HK）涨2.56%，美兰空港（00357.HK）涨 1.36%。 今日A股航空板块虽稍逊港股同业，仍逆势走强彰显韧性。吉祥航空（603885.SH）涨1.71%，中国国航 （601111.SH）、南方航空（600029.SH）、中国东航（600115.SH）分别上涨0.87%、0.65%、0.5%。 近期，航空股反复活跃，或与市场预期向好有关。 然而，从业绩层面看，今年一季度，多家航空公司利润大幅缩水甚至亏损。业内人士分析，春节后出行 需求季节性回落，叠加以价换量;竞争，导致票价承压下行，航司陷入旺丁不旺财;的困境。 不过，高 ...