Core Viewpoint - China Eastern Airlines reported an increase in passenger capacity and turnover for July 2025, indicating a positive trend in operational performance and market recovery [1] Group 1: Operational Performance - Passenger capacity (measured in available seat kilometers) increased by 7.39% year-on-year for July 2025 [1] - Passenger turnover (measured in revenue passenger kilometers) rose by 9.42% year-on-year for July 2025 [1] - The passenger load factor reached 84.76%, up by 1.58 percentage points year-on-year [1] - Cargo and mail turnover (measured in cargo ton kilometers) increased by 10.53% year-on-year for July 2025 [1] Group 2: Route Expansion - Domestic market resumed routes including Ordos-Wuxi and Taiyuan-Huai'an, and increased frequency on routes such as Taiyuan-Hangzhou and Kunming-Changsha [1] - International and regional markets saw new routes launched from Shanghai Pudong to Copenhagen, Almaty, Kumamoto, Nanjing-Paris, Xi'an-Tashkent, and Taiyuan-Macau, along with resumed routes to Matsuyama and Tokyo Narita [1] Group 3: Fleet Management - In July 2025, the company introduced 2 new aircraft, comprising 1 A320 series and 1 B737 series, while retiring 4 aircraft, including 3 A320 series and 1 B737 series [1] - As of the end of July 2025, the total operational fleet consisted of 814 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分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：00670） 內幕消息 海外監管公告 2025 年 7 月運營數據公告 此海外監管公告是根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條及證券及期貨條例（香港法例第571章）第XIVA部項下的內幕消息條文（定義見 上市規則）發出。 中國東方航空股份有限公司（「本公司」）及董事會全體成員保證公告內容真實、準確和完 整，不存在虛假記載、誤導性陳述或者重大遺漏。 一、運營情況 本公司2025年7月客運運力投入（按可用座公里計）同比上升7.39%；旅客周轉量（按客運 人公里計）同比上升9.42%；客座率為84.76%，同比上升1.58個百分點。2025年7月貨郵 周轉量（按貨郵載運噸公里計）同比上升10.53%。2025年7月，國內市場復航鄂爾多斯－ 無錫、太原－淮安等航線，加密太原－杭州、昆明－長沙、青島－武漢、武 ...

Core Viewpoint - China Eastern Airlines (600115.SH) reported an increase in passenger capacity and turnover for July 2025, indicating growth in operational performance and demand in the airline industry [1] Group 1: Passenger Operations - The passenger capacity input (measured in available seat kilometers) for July 2025 is expected to rise by 7.39% year-on-year [1] - The passenger turnover (measured in revenue passenger kilometers) is projected to increase by 9.42% year-on-year [1] - The passenger load factor stands at 84.76%, reflecting a year-on-year increase of 1.58 percentage points [1] Group 2: Cargo Operations - The cargo and mail turnover (measured in cargo mail ton kilometers) is anticipated to grow by 10.53% year-on-year for July 2025 [1]

中国东方航空股份有限公司 China Eastern Airlines Co., Ltd. 证券代码：600115 证券简称：中国东航 公告编号：临 2025-057 中国东方航空股份有限公司 2025 年 7 月运营数据公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、 误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完 整性承担法律责任。 一、运营情况 中国东方航空股份有限公司（以下简称"本公司"） 2025 年 7 月客运运力投入 （按可用座公里计）同比上升 7.39%；旅客周转量（按客运人公里计）同比上升 9.42%；客座率为 84.76%，同比上升 1.58 个百分点。2025 年 7 月货邮周转量（按 货邮载运吨公里计）同比上升 10.53%。2025 年 7 月，国内市场复航鄂尔多斯-无 锡、太原-淮安等航线，加密太原-杭州、昆明-长沙、青岛-武汉、武汉-北海等航 线；国际和地区市场新开上海浦东-哥本哈根、上海浦东-阿拉木图、上海浦东-熊 本、南京-巴黎、西安-塔什干、太原-澳门等航线，复航上海浦东-松山、烟台-东 京成田等航线，加密上海浦东-东京成田、上海浦东-广岛、上海浦东- ...

人民财讯8月15日电，中国东航(600115)8月15日晚间公告，2025年7月客运运力投入同比上升7.39%；旅 客周转量同比上升9.42%；客座率为84.76%，同比上升1.58个百分点；7月货邮周转量同比上升10.53%。 转自：证券时报 ...

Core Insights - China Eastern Airlines (600115.SH) reported a year-on-year increase in passenger capacity for July 2025 by 7.39% measured in available seat kilometers [1] - The passenger turnover for July 2025 increased by 9.42% year-on-year, measured in revenue passenger kilometers [1] - The passenger load factor reached 84.76%, which is an increase of 1.58 percentage points year-on-year [1] - The cargo and mail turnover for July 2025 saw a year-on-year increase of 10.53%, measured in cargo and mail ton kilometers [1] Domestic Market Developments - The company resumed domestic routes including Ordos-Wuxi and Taiyuan-Huai'an, and increased frequency on routes such as Taiyuan-Hangzhou, Kunming-Changsha, Qingdao-Wuhan, and Wuhan-Beihai [1] International and Regional Market Developments - New international routes launched include Shanghai Pudong-Copenhagen, Shanghai Pudong-Almaty, Shanghai Pudong-Kumamoto, Nanjing-Paris, Xi'an-Tashkent, and Taiyuan-Macau [1] - The company also resumed international routes such as Shanghai Pudong-Songshan and Yantai-Tokyo Narita, and increased frequency on routes including Shanghai Pudong-Tokyo Narita, Shanghai Pudong-Hiroshima, and Shanghai Pudong-Sapporo [1]

Market Performance - On August 15, the aviation and airport sector rose by 1.7%, with China Eastern Airlines leading the gains [1] - The Shanghai Composite Index closed at 3696.77, up 0.83%, while the Shenzhen Component Index closed at 11634.67, up 1.6% [1] Stock Performance - China Eastern Airlines (600115) closed at 4.01, up 4.16% with a trading volume of 1.8955 million shares and a turnover of 750 million yuan [1] - Other notable performers included CITIC Offshore Helicopter (000099) at 23.58, up 3.19%, and Xiamen Airport (600897) at 14.79, up 0.48% [1][2] Capital Flow - The aviation and airport sector saw a net inflow of 193 million yuan from institutional investors, while retail investors experienced a net outflow of 60.53 million yuan [2][3] - Major stocks like China Eastern Airlines and Southern Airlines had varying capital flows, with China Eastern Airlines seeing a net inflow of 1.76 million yuan from institutional investors [3]

Market Overview - The Shanghai Composite Index closed at 3696.77 points, above the annual line, with an increase of 0.83% [1] - The total trading volume of A-shares reached 22,728.38 billion yuan [1] Stocks Breaking Annual Line - A total of 97 A-shares have surpassed the annual line today, with notable stocks showing significant deviation rates [1] - The stocks with the highest deviation rates include: - Mingyang Electric: 8.12% deviation, closing price at 43.45 yuan, with a daily increase of 14.49% and turnover rate of 11.79% [1] - Baike Biological: 6.78% deviation, closing price at 25.40 yuan, with a daily increase of 8.09% and turnover rate of 2.70% [1] - ST Lianchuang: 5.16% deviation, closing price at 5.49 yuan, with a daily increase of 5.78% and turnover rate of 3.46% [1] Additional Stocks with Minor Deviations - Other stocks that have just crossed the annual line with smaller deviation rates include: - Times Electric: 3.99% deviation, closing price at 4.01 yuan, with a daily increase of 4.16% and turnover rate of 1.11% [1] - Xinda Real Estate: 3.99% deviation, closing price at 39.82 yuan, with a daily increase of 8.35% and turnover rate of 5.62% [1] - China National Materials: 3.76% deviation, closing price at 9.01 yuan, with a daily increase of 4.16% and turnover rate of 3.74% [1]

Group 1 - The peak summer travel season is in full swing, with Eastern Airlines operating 11 C919 aircraft on 14 routes, connecting 12 cities across China [2] - The C919 aircraft has achieved a passenger load factor exceeding 90% on some routes, with an average load factor of 83% and an average daily flight time of 7.64 hours [2] - Shanghai airports (Pudong and Hongqiao) reported a total of 73,000 flight takeoffs and landings, a year-on-year increase of 2.9%, and served 11.697 million passengers, a year-on-year increase of 4.7% [3]

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]