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航空股早盘走高 中航协发布自律公约 规范低价倾销和平台销售
Zhi Tong Cai Jing· 2025-08-15 02:21
Group 1 - Airline stocks rose in early trading, with Eastern Airlines up 4.73% at HKD 3.1, Southern Airlines up 3.66% at HKD 3.96, Air China up 3.15% at HKD 5.57, and Cathay Pacific up 0.65% at HKD 10.79 [1] - The China Air Transport Association officially released the "Self-Discipline Convention for Air Passenger Transport," emphasizing industry self-regulation, market order maintenance, and strengthening anti-monopoly and anti-unfair competition measures [1] - The convention advocates strict compliance with pricing laws and anti-unfair competition laws, aiming to eliminate malicious competition practices such as predatory pricing and false advertising [1] Group 2 - Cathay Securities noted that the passenger load factor during the summer travel season remains high, with ticket prices holding steady, indicating potential for significant profits during this period [1] - The Civil Aviation Administration of China has initiated comprehensive measures to address "involution" competition, which is expected to reduce excessive low pricing in the short term and improve revenue management in the medium term [1] - Long-term policies are anticipated to ensure continued low growth in fleet planning, with a focus on the recovery of business travel demand and addressing involution [1]
航空运输协会发布自律公约,券商看好暑运旺季供需改善
Huan Qiu Wang· 2025-08-15 01:06
Group 1 - The China Air Transport Association has released a self-regulatory convention for air passenger transport, emphasizing the need for industry self-discipline and prohibiting malicious competition aimed at excluding rivals [1] - The convention also calls for enhanced supervision of airline sales networks and agents, banning practices such as bundled sales and hidden charges [1] Group 2 - According to the "2024 Civil Aviation Industry Development Statistical Bulletin," China's civil aviation industry achieved a total transport turnover of 148.517 billion ton-kilometers in 2024, marking a year-on-year increase of 25.0%, with both passenger and cargo transport turnover exceeding 2019 levels [3] - Analysis from United Ratings indicates strong demand in the air passenger market for 2024, with domestic routes supporting the market and international passenger transport continuing to recover rapidly [3] - Despite increased capacity investment and soft demand for business travel, some airlines have not yet returned to profitability due to various factors including exchange rate fluctuations [3] - According to Xinda Securities, the industry has maintained high seat occupancy rates since early 2025, with low growth in domestic route capacity and a focus on increasing international routes [3] - The airline fleet's net growth rate is below 3%, leading to a relatively tight supply, while domestic route turnover has shown steady growth and international route turnover has significantly increased, nearly recovering to 2019 levels [3] - Xinda Securities also notes that while short-term capacity investment is high and demand needs time to recover, the sustained high occupancy rates indicate an improving supply-demand relationship, which is expected to drive ticket prices up [3] - The report suggests focusing on airlines such as Air China, China Eastern Airlines, China Southern Airlines, Spring Airlines, and Juneyao Airlines due to anticipated improvements in supply and demand during the peak summer travel season [3]
万里马:关于收到中标通知书的提示性公告
Core Viewpoint - Wanlima has been pre-selected as the winning bidder for China Southern Airlines' 2025-2026 comprehensive support department's aircrew luggage procurement project, with an estimated bid amount of approximately 43.835 million yuan [1] Group 1 - The announcement was made on the evening of August 14, indicating Wanlima's successful bid [1] - The specific details of the bid can be found in the company's disclosure on the Giant Tide Information Network [1] - The bid amount is expected to be around 43.835 million yuan [1]
桃园机场一架UPS货机发动机触地,受损严重!多趟航班取消
Nan Fang Du Shi Bao· 2025-08-14 10:15
同日,当地交通事务主管部门工作人员表示,事故已被立案调查。此外,有关部门也公开表示,已将货 机上的飞行资料记录器与驾驶舱通话记录器带回,目前飞机仍然留在当地,研判发动机受损严重。 据悉,此次事故被指可能是受到台风天气影响,侧风过大。南都记者注意到,8月13日,桃园机场公司 官网发布消息称,据公司统计,13日排定航班起降共计663班次,受台风"杨柳"影响取消64班次,包含 客运航班49班次及货运航班13班次。因天气原因转降或返航航班包括南方航空CZ3087航班回航深圳、 国泰航空CX466航班回航香港等。 (文章来源:南方都市报) 8月13日,台北桃园机场发生一起美国联合包裹运送服务公司(UPS)货机UPS061航班发动机触地事 件。14日,桃园机场公司公共事务处工作人员回应南都N视频记者称,事发当日23时38分已重新开放机 场北跑道。当地交通事务主管部门工作人员则表示,事故已被立案调查。据悉,事故被指受到台风天气 影响。桃园机场公司官网13日消息称,受台风影响已取消64次航班。 现场视频显示,8月13日晚20时左右,一架UPS货机降落桃园机场北跑道时,右侧第4号发动机疑似触碰 跑道,瞬间窜出火光。据称,事件未 ...
万里马(300591.SZ):中标2025-2026年南航综合保障部空勤箱包采购项目
Ge Long Hui A P P· 2025-08-14 08:38
Group 1 - The company, Wanlima, has recently received a bid notification from a tendering agency, indicating that it has won a contract with China Southern Airlines for the procurement of aircrew luggage for the years 2025-2026 [1] - The estimated contract value for this project is approximately 43.835 million yuan [1]
航空机场板块8月14日跌0.89%,华夏航空领跌,主力资金净流出2.15亿元
证券之星消息,8月14日航空机场板块较上一交易日下跌0.89%,华夏航空领跌。当日上证指数报收于 3666.44,下跌0.46%。深证成指报收于11451.43,下跌0.87%。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 | 8.75 | -2.99% | 21.23万 | 1.87亿 | | 600221 | 海航控股 | 1.48 | -2.63% | 340.24万 | 5.09亿 | | 000099 | 中信海直 | 22.85 | -2.56% | 27.52万 | 6.35亿 | | 603885 | 吉祥航空 | 12.55 | -1.41% | 17.58万 | 2.21亿 | | 601021 | 春秋航空 | 52.30 | -1.04% | 5.12万 | 2.69 Z | | 000089 | 深圳机场 | 7.18 | -0.97% | 11.51万 | 8316.22万 | | 601111 | 中国国航 ...
航空机场板块8月13日涨0.46%,华夏航空领涨,主力资金净流出2.07亿元
| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | | 成交额(元) | | --- | --- | --- | --- | --- | --- | --- | | 002928 | 华夏航空 | 9.02 | 4.04% | | 36.87万 | 3.28亿 | | 603885 | 吉祥航空 | 12.73 | 1.43% | | 23.07万 | 2.93亿 | | 000099 | 中信海直 | 23.45 | 0.64% | | 27.27万 | 6.38亿 | | 601111 | 中国国航 | 7.33 | 0.55% | | 77.45万 | 5.67亿 | | 600115 | 中国东航 | 3.87 | 0.52% | | 73.55万 | 2.84亿 | | 000089 | 深圳机场 | 7.25 | 0.42% | | 10.87万 | 7856.87万 | | 600029 | 南方航空 | 5.76 | 0.35% | | 63.31万 | 3.64亿 | | 601021 | 春秋航空 | 52.85 | 0.28% | | 2.71万 | 1.43亿 | | 6 ...
8月13日南方航空AH溢价达63.67%,位居AH股溢价率第55位
Jin Rong Jie· 2025-08-13 08:40
*注:AH股是指同时在A股和港股上市的公司,溢价(A/H)越大,说明H股相比A股越便宜。 本文源自:金融界 8月13日,上证指数涨0.48%,收报3683.46点,恒生指数涨2.58%,收报25613.67点。 南方航空AH溢价达63.67%,位居AH股溢价率第55位。当日收盘,南方航空A股报5.76元,涨幅 0.35%,H股报3.85港元,上涨2.67%。 资料显示,中国南方航空股份有限公司简称"中国南方航空"或"南方航空",英文名称为China Southern Airlines,简称CSN,是中国南方航空集团有限公司控股的运输航空公司,总部位于广东省广州市。南方航空 以蓝色垂直尾翼镶红色木棉花为公司标志,以"让更多人乐享美好飞行"为企业使命,秉持"安全第一客户为 本"的核心价值观,大力弘扬"勤奋、务实、包容、创新"的南航精神,致力建设具有全球竞争力的世界一流 航空运输企业。 作者:行情君 ...
南航404.5万元招标14辆电动轻客!
第一商用车网· 2025-08-12 13:05
8月7日,南航航空服务部2025年度电动轻型客车采购项目招标公告发布。公告显示,计划采 购7座电动面包车1辆、9座电动面包车5辆、14座电动面包车6辆和16座电动面包车2辆,车型 需求数量合计为14辆,总价限价404.5万元。 中国南航 集团进出口贸易有限公司(以下简称"招标代理机构")受中国南方航空股份有限公司航空服务部(以下简称"招标人")的委托,现 对南航航空服务部2025年度电动经型客车采购项目进行公开招标。 1、招标项目简介 2、本项目采用框架(无固定总金额)采购模式。技标人的报价须包含车辆、包装、运输、搬运、检验、安装及调试、人员培训、增 值税税金、车辆l设备配件、专用工具等全部费用(不含购置税、上牌服务费、保险费)。 免车辆购置税车辆需提供相关证明。投标人 必须对全部内容进行报价,如有缺漏或超过最高限价(单价)的报价,将导致投标无效。本次采购数量和对应的总价仅为初步的预估上 晨,不视为招标人对中标人作出任何必然采购或采购金额的承诺,合同期内的采购数量可能会有所增减。招标人有权按实际需要调整,最终采 购数量以招标人实际采购需求、订单为准,并按实际交易致量进行结算。除符合法律、法规。政府政策等规定的 ...
宝妈独自带娃首飞国际 淮安机场和南航暖心联动破壁垒
Core Viewpoint - The article highlights the effective coordination between Huai'an Airport and China Southern Airlines in providing seamless travel assistance to a passenger traveling with a child, showcasing a commitment to customer service and operational efficiency [1][3][4]. Group 1: Customer Experience - A passenger expressed gratitude for the support received at Huai'an Airport while preparing for her first international trip with her child, alleviating her initial anxiety [1]. - The airport's marketing department quickly responded to the passenger's request for assistance, establishing a dedicated communication channel to ensure smooth travel [3]. - The collaboration between Huai'an Airport and China Southern Airlines involved creating a joint support group to address potential issues in the passenger's itinerary [3][4]. Group 2: Operational Coordination - A critical issue was identified regarding the passenger's ticketing, where different identification documents were used for different segments of the journey, complicating the check-in process [3]. - Huai'an Airport and China Southern Airlines worked together to resolve the issue by linking the two segments of the journey, allowing for a more efficient check-in process [3][4]. - The airport's "Rainbow Team" provided professional guidance and support, ensuring the passenger completed all necessary procedures smoothly [4]. Group 3: Service Philosophy - The actions taken by Huai'an Airport and China Southern Airlines reflect a customer-centric approach, emphasizing proactive service and cross-departmental collaboration [4][5]. - The partnership between the airport and the airline is framed within the context of a shared commitment to "people-oriented" service, enhancing the travel experience for first-time passengers [5].