（文章来源：第一财经） 东航C919国产大飞机今日起执行上海至兰州定期航线，这是东航首次使用C919执飞高原机场。目前东 航共运营13架C919飞机，执飞上海、北京、香港、成都、西安、兰州等13座城市的15条航线，执行商 业航班超1.7万班，运送旅客超245万人次，平均客座率达到85%以上。 ...

Investment Rating - The transportation industry is rated as "Outperform" [2] Core Insights - The report highlights an upward trend in crude oil freight rates, with the China Import Crude Oil Index (CTFI) reaching 2520.07 points, an increase of 8.4% from November 20 [3][13] - The postal industry revenue surpassed the telecommunications industry for the first time in history, reaching 1.47 trillion yuan, compared to 1.467 trillion yuan for telecommunications [3][24] - The civil aviation sector showed growth in both passenger and cargo transport volumes in October, with international routes performing particularly well [3][17] Summary by Sections Industry Hot Events - Crude oil freight rates are rising, with the Middle East route seeing a 10.76% increase in rates [13] - Qifly Aviation signed a procurement agreement for 105 eVTOL aircraft with three companies in the Guangdong-Hong Kong-Macao Greater Bay Area, focusing on low-altitude logistics [15][16] - The postal industry revenue for January to October 2025 reached 1.47 trillion yuan, marking a significant milestone [24][25] High-Frequency Data Tracking - The Baltic Air Freight Price Index decreased month-on-month but increased year-on-year [26] - Domestic freight flights in October 2025 increased by 0.32% year-on-year, while international flights rose by 11.12% [32] - The express delivery business volume in October 2025 increased by 7.90% year-on-year, with total revenue reaching 131.67 billion yuan [50] Investment Recommendations - Focus on the equipment and manufacturing export chain, recommending companies like COSCO Shipping and China Merchants Energy [5] - Attention to low-altitude economy investment opportunities, particularly in companies like CITIC Offshore Helicopter [5] - Consider investment opportunities in the express delivery sector, recommending SF Express and Jitu Express [5]

来源：环球网 中国与阿曼友好交往源远流长，近年来双方经贸合作稳步推进，人文交流日益密切。2025年5月，中国 宣布对阿曼试行单方面免签政策，此次直航的开通，形成"免签+直航"双重便利，进一步促进双向交 流。 与以往需经欧洲或北美中转的航线相比，"北京—马斯喀特"直航开辟了"南向通道"，航程更短、效率更 高，真正实现古老丝路纽带的现代化空中延展。马斯喀特被誉为"一半沙漠、一半海洋的'阿拉伯明 珠'"，拥有三千年古城遗迹、蔚蓝海岸线和金色沙丘。直航开通后，中国旅客可轻松抵达这座《一千零 一夜》中的传奇之地，感受独特阿拉伯文化魅力。 此次航线开通，也将为两国旅客提供高效便捷的出行选择，进一步推动两国人员往来、经贸合作和文化 交流，为区域航空网络增添重要节点。 2025年11月30日14时16分，随着东航MU2051航班从北京大兴国际机场平稳起飞，中国东方航空"北京 大兴—马斯喀特"直飞航线正式开通。首航班机共搭载旅客270人，客座率超过90%，标志着两国间首条 由中国航空公司运营的直飞航线正式投入运行。 据悉，新航线由东航空客A330大型宽体客机执飞，每周三、日各一班。去程航班MU2051北京时间 14:00从北京 ...

本报讯（记者 潘福达）昨天14时16分，东航MU2051航班从北京大兴国际机场起飞，飞往阿曼苏丹国首 都马斯喀特。作为东航北京大兴—马斯喀特航线的首航航班，此次开航搭载270名旅客，客座率突破九 成。 新航线开通前，中阿两国旅客往返通常需经迪拜、多哈、伊斯坦布尔等城市中转，单程时长多接近甚至 超过24小时。直航开通后，航程缩短至10小时以内。 这条新航线是首条由中国航空公司在两地间经营的直飞航线。新航线开通后，不但将为中国旅客往返阿 曼提供新的出行选择，还将进一步织密地区间的航空网络，促进中国与中东国家的人员经贸往来。 在综合评估市场条件、航路条件的基础上，东航选用空客A330大型宽体客机执飞，每周三、日各一 班。去程航班MU2051北京时间14时从北京大兴国际机场起飞，当地时间19时55分抵达马斯喀特国际机 场；回程MU2052航班21时55分从马斯喀特启航，北京时间次日10时返回北京。单段航程约9至10个小 时，具体航班执行情况请以东航官方渠道查询信息为准。 ...

据了解，该条新航线是首条由中国航空公司在两地间经营的直飞航线。新航线开通后，不但将为中国旅 客往返阿曼提供新的出行选择，也将进一步织密地区间的航空网络，促进中国与中东国家的人员经贸往 来。 东航选用空客A330大型宽体客机执飞，每周三、日各一班。去程航班MU2051计划北京时间14:00从北 京大兴国际机场起飞，当地时间19:55抵达马斯喀特国际机场；回程MU2052航班21:55从马斯喀特启 航，北京时间次日10:00返回北京。单段航程约9-10小时。 中国与阿曼苏丹国友好交往源远流长，近年来双方经贸合作发展顺利、人文交流日趋活跃。2025年5 月，中国宣布对阿曼试行免签政策，进一步促进双向交流。在新航线开通前，中阿两国旅客往返通常需 经迪拜、多哈、伊斯坦布尔等城市中转。直航开通后，旅客出行效率将获得极大提升，航程缩短至10小 时以内，并且可经由北京大兴和马斯喀特机场便捷中转至东亚、中东地区的周边目的地。(完) 中新社北京11月30日电 (记者 刘文文)中国东方航空MU2051航班30日14时许从北京大兴国际机场起飞， 飞往阿曼苏丹国首都马斯喀特。作为东航"北京大兴—马斯喀特"航线的首航航班，此次开航搭载2 ...

Core Viewpoint - The long-standing and controversial airline "seat locking" phenomenon is expected to undergo rectification following a special investigation by the Jiangsu Provincial Consumer Protection Committee, which has interviewed ten domestic airlines and requested written responses regarding corrective actions [1][5]. Group 1: Investigation Findings - The Jiangsu Provincial Consumer Protection Committee conducted an investigation into the "seat locking" practices of ten major airlines, revealing that the proportion of locked seats during the purchasing phase ranged from 19.9% to 62.1%, with an average of 38.7% [2][3]. - Notably, Spring Airlines' Nanjing-Lanzhou route had a seat locking rate exceeding 60%, while Shenzhen Airlines' Shenzhen-Zhanjiang route exceeded 50% [2][3]. - Other airlines like Hainan Airlines, Eastern Airlines, and Xiamen Airlines had locking rates between 40% and 46%, while Lucky Air had a relatively low rate of less than 20% [2][3]. Group 2: Reasons for Seat Locking - Airlines provided various justifications for seat locking, including reserving seats for special passengers, ensuring emergency seat availability, and maintaining flight load balance [4]. - The investigation identified common issues with the "seat locking" phenomenon, including a lack of clear communication regarding seat locking rules, vague explanations, differential resource allocation based on membership levels, and unilateral rights granted to airlines [4]. Group 3: Consumer Feedback and Reactions - Consumers expressed dissatisfaction with the differentiation of paid and free seating areas in economy class, indicating that such practices increase travel costs and lead to a frustrating experience [6][10]. - Feedback highlighted that many passengers were unaware of the specific rules regarding seat locking, leading to limited seat choices, especially for families traveling together [10][11]. Group 4: Regulatory Actions and Implications - The Jiangsu Provincial Consumer Protection Committee has mandated that the airlines submit written corrective actions within 15 working days, including self-inspections and revisions of unfair terms related to "seat locking" [5][15]. - Legal experts have commented that the "seat locking" practice infringes on consumer rights and may violate consumer protection laws, suggesting that the committee's actions could serve as a model for regulatory oversight in other regions [15][16].

北京商报讯（记者 关子辰 牛清妍）11月30日北京商报记者从东航获悉，当日14：16，东航MU2051航班从北京大兴国际机场起飞，飞往阿曼苏丹国首都马 斯喀特。首航航班搭载270名旅客，客座率突破90%。 据了解，这是首条由中国航空公司在两地间经营的直飞航线。该航线由空客A330大型宽体客机执飞，每周三、日各一班。去程航班MU2051于北京时间 14:00从北京大兴国际机场起飞，当地时间19:55抵达马斯喀特国际机场；回程MU2052航班于当地时间21:55从马斯喀特启航，北京时间次日10:00返回北京。 该航线单段航程约9—10小时（具体航班执行情况以东航官方渠道查询信息为准）。 ...

在综合评估市场条件、航路条件的基础上，东航选用空客A330大型宽体客机执飞，每周三、日各一 班。去程航班MU2051北京时间14时从北京大兴国际机场起飞，当地时间19时55分抵达马斯喀特国际机 场；回程MU2052航班21时55分从马斯喀特启航，北京时间次日10时返回北京。单段航程约9个至10个 小时，具体航班执行情况请以东航官方渠道查询信息为准。 中国与阿曼苏丹国友好交往源远流长，近年来双方经贸合作发展顺利、人文交流日趋活跃。2025年5 月，中国宣布对阿曼试行免签政策，进一步促进双向交流。在新航线开通前，中阿两国旅客往返通常需 经迪拜、多哈、伊斯坦布尔等城市中转，单程时长近24小时。直航开通后，旅客出行效率将获得极大提 升，航程缩短至10小时以内，并且可经由北京大兴和马斯喀特机场便捷中转至东亚、中东地区的周边目 的地。 来源：北京日报客户端 转自：北京日报客户端 11月30日14时16分，东航MU2051航班从北京大兴国际机场起飞，飞往阿曼苏丹国首都马斯喀特。作为 东航北京大兴—马斯喀特航线的首航航班，此次开航搭载270名旅客，客座率突破九成。 这条新航线是首条由中国航空公司在两地间经营的直飞航线。新航线 ...

在综合评估市场条件、航路条件的基础上，东航选用空客A330大型宽体客机执飞，每周三、日各一 班。去程航班MU2051北京时间14:00从北京大兴国际机场起飞，当地时间19:55抵达马斯喀特国际机 场；回程MU2052航班当地时间21:55从马斯喀特启航，北京时间次日10:00抵达北京。单段航程约9-10小 时。 此次是首度由中国航司开航"上海—马斯喀特"（东航供图） 《中国民航报》、中国民航网记者钱擘报道：2025年11月30日14：16，东航MU2051航班从北京大兴国 际机场起飞，飞往阿曼苏丹国首都马斯喀特。这是首条由中国航空公司在两地间经营的直飞航线。 东航员工迎接首航旅客登机（东航供图） 首航航班搭载270名旅客，客座率突破90%。新航线开通后，不但将为中国旅客往返阿曼提供新的出行 选择，也将进一步织密地区间的航空网络，促进中国与中东国家的人员经贸往来。 东航使用A330执飞北京大兴—马斯喀特（东航供图） 中国与阿曼苏丹国友好交往源远流长，近年来双方经贸合作发展顺利、人文交流日趋活跃。2025年5 月，中国宣布对阿曼试行免签政策，进一步促进双向交流。在新航线开通前，中阿两国旅客往返通常需 经迪拜、多哈 ...

Core Viewpoint - Airbus announced the immediate recall of approximately 6,000 A320 series jets for maintenance due to potential issues with flight control systems caused by strong solar radiation [1][3][4] Group 1: Company Impact - Airbus's stock price slightly increased to €204.45, with a year-to-date rise of over 40%, and a total market capitalization exceeding €160 billion (approximately ¥1.3 trillion) [1] - The recall affects a significant portion of the global A320 fleet, which includes around 11,300 operational aircraft, with 6,440 being the core A320 model [1][4] - Major airlines operating A320 series jets include American Airlines, Delta Air Lines, JetBlue Airways, and United Airlines, alongside significant customers in China, Europe, and India [1] Group 2: Domestic Airline Distribution - As of November 2025, Chinese airlines operate a total of 2,015 A320 series aircraft, accounting for 48.3% of the total civil aviation fleet in China [1] - China Eastern Airlines has the largest fleet of A320 series with 395 aircraft, followed by China Southern Airlines with 349, and Air China with 216 [2][3] Group 3: Technical Details and Challenges - The issue requires a software version update for most affected aircraft, with an estimated maintenance time of about 2 hours per aircraft [4] - The European Union Aviation Safety Agency (EASA) issued an emergency directive, which must be evaluated and approved by the Civil Aviation Administration of China (CAAC) before domestic airlines can proceed with repairs [4] - The recall is one of the largest in Airbus's 55-year history, potentially impacting over half of the global A320 fleet and causing disruptions during peak travel periods [4][5]