2025年9月，集团无新增主要航线。 2025年9月，集团引进7架飞机(包含2架A321NEO飞机、1架A320NEO飞机、3架B737-8飞机和1架C919 飞机)，退出3架飞机(包含1架A319飞机、1架B737-700飞机和1架EMB190飞机)。截至2025年9月底，集 团合计运营956架运输飞机。 格隆汇10月15日丨中国南方航空股份(01055.HK)中国南方航空股份(01055.HK)公布，2025年9月，集团 客运运力投入(按可利用座公里计)同比上升4.43%，其中国内和国际分别同比上升3.16%和8.42%，地区 同比下降2.22%；旅客周转量(按收入客公里计)同比上升5.25%，其中国内、地区和国际分别同比上升 4.18%、0.74%和8.61%；客座率为86.30%，同比上升0.67个百分点，其中国内、地区和国际分别同比上 升0.85、2.32和0.15个百分点。 货运方面，2025年9月货运运力投入(按可利用吨公里—货邮运计)同比上升0.78%；货邮周转量(按收入 吨公里—货邮运计)同比上升1.91%；货邮载运率为53.16%，同比上升0.59个百分点。 ...

Core Viewpoint - China Southern Airlines reported an increase in passenger capacity and turnover for September 2025, indicating growth in both domestic and international markets, while cargo capacity showed a modest rise [1] Passenger Operations - Passenger capacity (measured in available seat kilometers) increased by 4.43% year-on-year, with domestic and international capacity rising by 3.16% and 8.42% respectively, while regional capacity decreased by 2.22% [1] - Passenger turnover (measured in revenue passenger kilometers) rose by 5.25% year-on-year, with domestic, regional, and international turnover increasing by 4.18%, 0.74%, and 8.61% respectively [1] - The passenger load factor was 86.30%, up by 0.67 percentage points year-on-year, with domestic, regional, and international load factors increasing by 0.85, 2.32, and 0.15 percentage points respectively [1] Cargo Operations - Cargo capacity (measured in available ton kilometers) increased by 0.78% year-on-year [1] - Cargo turnover (measured in revenue ton kilometers) rose by 1.91% year-on-year [1] - The cargo load factor was 53.16%, up by 0.59 percentage points year-on-year [1] Fleet Update - In September 2025, the company introduced 7 new aircraft, including 2 A321NEO, 1 A320NEO, 3 B737-8, and 1 C919, while retiring 3 aircraft, including 1 A319, 1 B737-700, and 1 EMB190 [1] - As of the end of September 2025, the total operational fleet consisted of 956 aircraft [1]

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。 （在中華人民共和國註冊成立的股份有限公司） （股份代號：1055） 董事會召開日期 中國南方航空股份有限公司（「本公司」）董事會（「董事會」）茲通告謹定於2025年10 月27日（星期一）舉行董事會會議，藉以考慮及通過（其中包括）本公司截至2025年9月30 日止九個月的第三季度業績。 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 中華人民共和國，廣州 2025年10月15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 ...

Core Insights - The aviation and airport sector experienced a significant increase of 4.15% on October 15, with Huaxia Airlines leading the gains [1] - The Shanghai Composite Index closed at 3912.21, up 1.22%, while the Shenzhen Component Index closed at 13118.75, up 1.73% [1] Stock Performance Summary - Huaxia Airlines (002928) closed at 10.76, up 10.02% with a trading volume of 355,600 shares and a transaction value of 369 million [1] - China National Aviation (601111) closed at 8.27, up 6.99% with a trading volume of 1,570,800 shares and a transaction value of 1.269 billion [1] - 吉祥航空 (603885) closed at 14.05, up 6.76% with a trading volume of 391,300 shares and a transaction value of 539 million [1] - China Eastern Airlines (600115) closed at 4.39, up 5.78% with a trading volume of 2,425,000 shares and a transaction value of 1.046 billion [1] - China Southern Airlines (600029) closed at 6.30, up 5.18% with a trading volume of 1,435,300 shares and a transaction value of 889 million [1] - Spring Airlines (601021) closed at 53.68, up 2.85% with a trading volume of 107,000 shares and a transaction value of 566 million [1] - HNA Holding (600221) closed at 1.67, up 2.45% with a trading volume of 5,192,500 shares and a transaction value of 859 million [1] - Shenzhen Airport (000089) closed at 7.10, up 1.28% with a trading volume of 141,200 shares and a transaction value of 99.67 million [1] - Shanghai Airport (600009) closed at 31.88, up 0.92% with a trading volume of 91,400 shares and a transaction value of 290 million [1] - Baiyun Airport (600004) closed at 9.60, up 0.63% with a trading volume of 212,200 shares and a transaction value of 203 million [1] Capital Flow Analysis - The aviation and airport sector saw a net inflow of 362 million from institutional investors, while retail investors experienced a net outflow of 206 million [2] - Major stocks like HNA Holding and China Southern Airlines had varying net inflows and outflows from different investor types, indicating mixed investor sentiment [3] - HNA Holding had a net inflow of 11.7 million from institutional investors, while retail investors showed a net outflow of 47.34 million [3]

主要營運數據公告 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。 （在中華人民共和國註冊成立的股份有限公司） （股份代號：1055） 本公告乃根據將在上海證券交易所刊登的本集團2025年9月主要營運數據，上市規則第13.09 條及第13.10B條，以及香港法例第571章證券及期貨條例第XIVA部項下之內幕消息條文（定 義見上市規則）而作出。 相關主要運營數據來自本集團內部統計，可能與相關期間定期報告披露的數據有差異。投 資者應注意不恰當信賴或使用相關信息可能造成投資風險。 本公告乃根據將在上海證券交易所刊登的中國南方航空股份有限公司（「本公司」）及其 附屬公司（統稱「本集團」）2025年9月主要營運數據，香港聯合交易所有限公司證券上市 規則（「上市規則」）第13.09條及第13.10B條，以及香港法例第571章證券及期貨條例第 XIVA部項下之內幕消息條文（定義見上市規則）而作出。 2025年9月，本集團客運運力投入（按可利用座公里計）同比上升4.4 ...

Core Viewpoint - China Southern Airlines (CSA) has officially launched a comprehensive upgrade plan for in-flight dining services, focusing on higher quality meals to enhance passenger flying experiences [1] Group 1: New Dining Experience - CSA has conducted market research to understand passenger needs, leading to the introduction of the "CSA Food Map" initiative, which aims to offer diverse and flavorful meals based on seasonal changes and regional specialties from 16 locations, including Guangzhou, Beijing, and Urumqi [3] - In the autumn season, CSA will feature classic Cantonese dishes such as Lingnan Baihua Chicken and Taro Braised Pork Rice in the Guangzhou region, aligning with the upcoming Greater Bay Area 15th Games [3] - The new dining experience will include seasonal updates to in-flight products, tableware, and fragrances, enhancing the overall atmosphere and comfort for passengers [3] Group 2: Engagement with Passengers - CSA has initiated the "Gourmet Ambassador" program to recruit frequent travelers, food industry experts, and well-known aviation bloggers to form a team that will participate in immersive tasting activities, contributing to the development of in-flight meals [5] - The first batch of Gourmet Ambassadors has been appointed, and CSA plans to continue inviting travelers and professionals to join this initiative to improve in-flight dining quality [5] Group 3: Service Philosophy - CSA emphasizes a service philosophy centered on "intimacy, harmony, precision, and detail," aiming to elevate service quality to higher standards while closely monitoring changes in passenger demands [8] - The company is committed to infusing warmth and craftsmanship into every service detail, continuously optimizing the dining experience to meet passenger expectations [8]

Core Viewpoint - Hangzhou Airport has launched the "Instant Hangzhou Travel" service starting from October 15, allowing passengers without checked luggage to board flights up to 15 minutes before departure, enhancing travel efficiency [1][3]. Group 1: Service Implementation - The service is primarily aimed at travelers with last-minute changes, urgent business trips, and those catching early or late flights [3]. - Dedicated check-in counters, clear signage, expedited security checks, and shuttle services within the terminal have been established to reduce passenger waiting and transit times [3]. Group 2: Service Performance - Since its trial run on September 30, the service has assisted over 20,000 passengers on the China Southern Airlines "Hangzhou-Guangzhou" route, helping nearly 200 travelers catch their flights [5]. - Future plans include expanding this service to other premium routes, such as "Hangzhou-Shenzhen," to meet diverse travel needs and improve overall passenger satisfaction [5]. Group 3: Important Notes for Travelers - Passengers with checked luggage or requiring special services must still complete check-in procedures at least 40 minutes before departure [6]. - Passengers without checked luggage can utilize the China Southern Airlines app or Hangzhou Airport's WeChat mini-program for online check-in to experience the new service [6].

上周，美国运输部提议禁止中国航空公司飞越俄罗斯往返美国的航线，并表示飞行时间的减少使美国航 空公司处于不利地位。 (责任编辑：宋政 HN002) 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com 格隆汇10月15日｜美国特朗普政府此前提议禁止中国航空公司使用途经俄罗斯领空的路线往返美国。美 国联合航空敦促将禁令扩大至国泰航空，以及其他以香港为基地的航空公司。 内地主要航空公司促请放弃禁止飞越俄罗斯的计划，称将增加飞行时间、提高机票价格，并可能扰乱一 些航线。东航表示，此举可能会使其部分最重要航线的飞行时间延长2至3个小时，大大增加错过转机的 风险，并增加燃油消耗。国航及南航表示，这项决定将对美国和中国的大量乘客产生不利影响。南航预 计，至少有2800名原定于11月至12月假期高峰期间出行的乘客需要重新订票，这将危及他们的旅行计 划。 ...

国信证券发布研报称，四季度进入出行淡季，去年同期公商务出行需求相对较弱，今年同比或有一定修 复。未来运力供给增速放缓确定性增强，若出行需求能保持稳增，带动航司座收持续修复，有望带来航 司业绩高弹性；叠加油价中枢下行、汇率稳定等，航司利润向上空间可期。 航空股集体走高，截至发稿，东方航空(00670)涨5.43%，报3.3港元；中国国航（601111）(00753)涨 4.24%，报5.65港元；南方航空（600029）(01055)涨3.24%，报4.14港元；国泰航空(00293)涨1.23%，报 10.66港元。 消息面上，国庆及中秋假期八天，全社会跨区域人员流动量累计达到24.33亿人次，日均同比+6.3%，较 2019年同期+30.8%。去年同期国庆假期（七天）民航出行基数较高，日均客流量同比+11.1%；今年同 期假期八天，民航日均客流同比仍实现+3.3%增长。航班管家数据显示，假期国内线经济舱平均票价 849元，同比+0.3%，基本持平，对比2019年同期微降1.4%，假期票价表现较为平稳。 ...

Core Viewpoint - China Southern Airlines' stock price has shown fluctuations, with a recent increase of 2.00% to 6.11 CNY per share, while the company has experienced a year-to-date decline of 5.86% [1] Financial Performance - For the first half of 2025, China Southern Airlines reported operating revenue of 86.29 billion CNY, a year-on-year increase of 1.77%, but a net profit attributable to shareholders of -1.53 billion CNY, representing a decrease of 24.84% compared to the previous year [2] - The company has cumulatively distributed 6.629 billion CNY in dividends since its A-share listing, with no dividends paid in the last three years [3] Shareholder and Market Activity - As of June 30, 2025, the number of shareholders for China Southern Airlines was 140,000, a decrease of 7.17% from the previous period [2] - The major shareholders include Hong Kong Central Clearing Limited, holding 582 million shares, which decreased by 2.6486 million shares compared to the previous period [3] - The stock has seen significant trading activity, with a total transaction volume of 176 million CNY and a turnover rate of 0.23% on a recent trading day [1]