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中国东方航空股份(00670) - 海外监管公告 中国东方航空股份有限公司关於股份回购进展公告
2025-10-10 11:30
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) 海外監管公告 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第13.10B條作出。 茲載列中國東方航空股份有限公司在上海證券交易所網站刊登的以下資料中文全文,僅供參 閱: 承董事會命 中國東方航空股份有限公司 李干斌 聯席公司秘書 中華人民共和國,上海 2025年10月10日 於本公告日期,本公司董事包括王志清(董事長)、成國偉(董事)、孫錚(獨立非執行董事)、陸雄文(獨立非執行董 事)、羅群(獨立非執行董事)、馮詠儀(獨立非執行董事)、鄭洪峰(獨立非執行董事)及揭小清(職工董事)。 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 2025-066 中国东方航空股份有限公司 关于股份回购进展公告 本公司董事会及全体董事保证本公 ...
渣打中国完成首笔人民币飞机融资
Core Insights - Standard Chartered Bank (China) Limited has provided a financing loan of 1 billion RMB to China Eastern Airlines Group's leasing subsidiary for the purchase of a new cargo aircraft [1] - The leasing subsidiary will lease the aircraft to a specialized cargo subsidiary of China Eastern Airlines for air cargo transportation [1] - This financing marks Standard Chartered China's first domestic RMB aircraft financing [1]
中国东航(600115) - 中国东方航空股份有限公司关于股份回购进展公告
2025-10-10 09:17
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 2025-066 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。 重要内容提示: 截至 2025 年 9 月 30 日,A 股回购进展如下: | 股回购方案首次披露日 A | | 2024/8/30 | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | A | 股回购方案实施期限 | 2024 年 11 11 | 月 | 8 日~2025 | 年 | 月 | 7 日 | | 预计回购 A | 股金额 | 2.5(含)亿元~5(不含)亿元 | | | | | | | 回购用途 | | √减少注册资本 □用于员工持股计划或股权激励 | | | | | | | | | □用于转换公司可转债 □为维护公司价值及股东权益 | | | | | | | 累计已回购 | A 股股数 | 8,955.39万股 | | | ...
中国东航:累计回购A股股份8955.39万股
Mei Ri Jing Ji Xin Wen· 2025-10-10 09:08
(记者 王晓波) 每经AI快讯,中国东航(SH 600115,收盘价:4.18元)10月10日晚间发布公告称,2025年9月,公司未 进行A股回购。截至2025年9月30日,公司累计完成回购A股数量为8955.39万股(约占公司总股本的 0.4017%),回购成交的最高价为4.10元/股,最低价为3.53元/股,成交总金额约为33680.02万元(不含 交易费用)。 2025年9月,公司未进行H股回购。截至2025年9月30日,公司累计完成回购H股数量约为1.14亿股(约 占公司总股本的0.5114%),回购成交的最高价为3.03港元/股,最低价为2.26港元/股,成交总金额约为 31134.67万港元。 2025年1至6月份,中国东航的营业收入构成为:航空业务收入占比98.1%,其他业务占比1.9%。 截至发稿,中国东航市值为932亿元。 每经头条(nbdtoutiao)——天水麻辣烫、淄博烧烤、荣昌卤鹅⋯⋯"泼天流量"退去后,这些城市怎么 样了? ...
中国东航:累计完成回购8955.39万股A股股份
Ge Long Hui· 2025-10-10 08:59
截至2025年9月30日,公司累计完成回购H股数量为11,400.60万股(约占公司总股本的0.5114%),回购 成交的最高价为3.03港元/股,最低价为2.26港元/股,成交总金额约为31,134.67万港元(不含交易费 用)。 截至2025年9月30日,公司累计完成回购股份数量为20,355.99万股,占公司总股份数的0.9132%。 格隆汇10月10日丨中国东航(600115.SH)公布,截至2025年9月30日,公司累计完成回购A股数量为 8,955.39万股(约占公司总股本的0.4017%),回购成交的最高价为4.10元/股,最低价为3.53元/股,成 交总金额约为33,680.02万元(不含交易费用)。 ...
国信证券:高基数下国庆假期民航出行客流仍有增长 机票价格持稳
智通财经网· 2025-10-10 07:25
Core Insights - The report from Guosen Securities highlights a significant increase in cross-regional travel during the National Day and Mid-Autumn Festival holiday, with a total of 2.433 billion trips made, reflecting a year-on-year increase of 6.3% and a 30.8% increase compared to 2019 [1] Group 1: Travel Volume and Trends - The total cross-regional travel volume during the eight-day holiday reached 2.433 billion trips, with an average daily increase of 6.3% year-on-year and a 30.8% increase compared to 2019 [1] - The breakdown of travel modes shows that railway, road, civil aviation, and water transport accounted for 154 million, 2.248 billion, 19.14 million, and 11.66 million trips respectively, with year-on-year increases of 2.6%, 6.6%, 3.3%, and 4.1% [1] - Self-driving trips remained the dominant mode of travel, with an average of 243 million trips per day, reflecting a year-on-year increase of 7.2% and accounting for approximately 80% of total travel volume [1] Group 2: Aviation Performance - Despite a high base from the previous year, civil aviation passenger flow still saw a year-on-year increase of 3.3% during the holiday, with an average daily passenger flow of 1.69 million flights, marking a 3.2% increase compared to the previous year and a 15.4% increase compared to 2019 [2] - The average ticket price for domestic economy class during the holiday was 849 yuan, showing a slight year-on-year increase of 0.3% and a minor decrease of 1.4% compared to 2019 [3] Group 3: Travel Behavior and Preferences - There was a notable increase in long-distance travel orders, with domestic long-distance travel orders rising by 3 percentage points year-on-year [4] - International travel saw a significant uptick, with outbound ticket bookings for popular destinations increasing by over 30% year-on-year, particularly in regions like Japan, South Korea, and Southeast Asia [4] Group 4: Tourism Revenue and Consumer Spending - Domestic tourism during the holiday reached 888 million trips, with total spending amounting to 809 billion yuan, reflecting a year-on-year increase of 1.0% [5] - The average tourism expenditure per person was 911.1 yuan, showing a slight decrease of 0.5% year-on-year but recovering to 97.4% of the level seen in 2019 [5] Group 5: Investment Outlook - The fourth quarter is expected to enter a travel off-season, but there may be a recovery in business travel demand compared to the previous year [6] - The report suggests that if travel demand continues to grow steadily, it could lead to a recovery in airline revenues, with potential for significant profit growth for airlines like Air China, China Eastern Airlines, and others [6]
旅客可空手出行!东航升级“行李门到门”服务
Core Viewpoint - Eastern Airlines has officially upgraded its "Door-to-Door Luggage" service, integrating air and ground transportation resources to provide travelers with a comprehensive luggage solution between their homes and airports, enabling a "hands-free" travel experience [1][3]. Group 1: Service Features - The upgraded "Door-to-Door Luggage" service allows travelers to book through the Eastern Airlines app, where professional personnel will pick up luggage from their homes and deliver it directly to the departure airport (referred to as "Door-to-Port" service) [3]. - The service also includes the option for personnel to return luggage from the arrival airport directly back to the traveler's home (referred to as "Port-to-Door" service), eliminating the need for travelers to handle check-in and baggage retrieval at the airport [3]. Group 2: Customer Experience - This service addresses common pain points for travelers, such as carrying large luggage during transit or managing baggage during business trips, allowing them to travel without the burden of luggage [1][3]. - Travelers can track the status of their booked luggage service through the Eastern Airlines app, enhancing the overall customer experience [4].
东航西北开展国庆节“红色航班”主题活动
(东航供图) 知识闯关紧随其后。"开国大典""改革开放""神舟飞天""亚运盛会"等高光时刻化作抢答题,旅客按亮呼 唤铃秒速作答,客舱变身"空中竞赛场"。"孩子全程认真听历史、答问题,立志就说长大要当飞行员报 效祖国!"刘女士牵着儿子兴奋地说。前往哈尔滨的王先生表示:"从吃不饱饭到坐上飞机旅游,祖国的 变化就是我的幸福答卷!" 每一次起飞,都是爱国教育的延伸;每一次落地,都把崇高情感转化为守护安全、提升服务的源源动 力。此次"盛世国庆"主题航班,是西北分公司今年第五场"红色航班"活动。下一步,西北分公司党支部 将持续深耕"航空+思政"模式,让航班成为"流动课堂",让更多旅客在起降之间触摸时代脉搏、在云端 之上感受中国力量,以高质量党建引领分公司高质量发展。(《中国民航报》、中国民航网 记者路 泞)(编辑:李季威 校对:张彤 审核:程凌) 10月1日,西安—哈尔滨航班上,西北分公司党支部以"云端庆华诞·同心筑梦行"为主题,再度升级"红 色航班"品牌,把万米高空变成一堂沉浸式爱国主义移动课,与旅客共祝新中国76周年华诞。 "76年前的今天,中华人民共和国庄严诞生;76年后的此刻,我们在云端为祖国喝彩!"乘务长化身" ...
东航西北双节服务旅客达37.44万人次
Core Insights - During the 2025 National Day and Mid-Autumn Festival holiday, Eastern Airlines Northwest Branch successfully completed transportation tasks, ensuring safe and smooth travel for passengers [1][5] Flight Operations - From October 1 to October 8, Eastern Airlines operated a total of 1,332 flights from Xi'an Airport, including 1,255 domestic flights and 77 international and regional flights, averaging 167 flights per day [1] - The overall passenger load factor for flights departing from Xi'an reached 89.81%, with a total of 193,000 passengers carried [1] - The flight operation normal rate during the holiday was 96.07%, exceeding the airport average by 1.19 percentage points [2] Challenges and Responses - The airline faced challenges due to heavy rainfall in the central and southern regions, which caused delays for some flights heading to eastern China [2] - Despite these challenges, the flight department managed to increase flight hours by 3.56% compared to the previous year, totaling 5,310 hours over the holiday period [2] Safety and Security - The security management department ensured the safe operation of 2,177 flights, with a total of 9,857.2 flight hours and an average of 210 personnel on duty daily [2] - A total of 49,788 cargo items and 2,643 mail items were inspected, with no incidents of dangerous or prohibited items being overlooked [2] Customer Experience - The airline organized various themed activities to enhance the travel experience, including a dedicated service for first-time travelers and special decorations in lounges [4] - On October 1 and during the Mid-Autumn Festival, themed flights were conducted to celebrate the holiday, featuring traditional cultural elements and special treats for passengers [4] Overall Performance - Eastern Airlines Northwest Branch served a total of 374,400 passengers during the holiday, including 741 special passengers, successfully completing the last major holiday transportation task of the year [5]
国庆假期航空数据超预期,行业拐点来临航司有望迎来黄金时代:国庆假期航空行业点评
Investment Rating - The investment rating for the aviation industry is "Overweight" [2]. Core Insights - The domestic aviation market has shown strong performance during the National Day holiday, with passenger transport volume averaging approximately 2.15 million people per day, a year-on-year increase of 31% compared to 2019 and 4% compared to 2024 [1]. - The average ticket price (including fuel) has increased by 7% compared to 2019 and 3% compared to 2024, indicating a positive trend in pricing despite some regional weather disruptions [1]. - The industry is expected to enter a "golden era" over the next 5-10 years, driven by supply chain improvements and increasing demand, with major airlines likely to continue reporting strong earnings [1]. Summary by Sections Passenger Transport Data - Daily average domestic passenger transport volume: 2.15 million, +31% YoY vs. 2019, +4% YoY vs. 2024 [1]. - Daily average domestic flight volume: 14,500 flights, +19% YoY vs. 2019, +2% YoY vs. 2024 [1]. - International passenger transport volume: 380,000, -13% YoY vs. 2019, +11% YoY vs. 2024 [1]. Market Perception - There are misconceptions regarding the recovery of Boeing and Airbus production capacity, which may not reverse the aging trend of aircraft [1]. - Current low domestic ticket prices do not necessarily correlate with poor airline profitability, as many airlines have seen international market recovery exceeding pre-pandemic levels [1]. Future Outlook - The aviation industry is expected to experience significant improvements in profitability, with a shift from losses to profitability anticipated in the coming years [1]. - The supply chain issues leading to aircraft shortages are projected to persist for 5-10 years, creating a favorable environment for airlines [1]. Investment Recommendations - Continued focus on the aviation sector is recommended, with specific attention to airlines such as China Eastern Airlines, Spring Airlines, and China Southern Airlines, among others [1][2].