近期，飞机"锁座"及有偿选座服务引发热议，不少消费者反映，在线选座时经济舱前排、靠窗、靠过道 等较为便利舒适的座位常被单独锁定，要么无法选择，要么需额外付费或用积分兑换。这一行为无异于 是航司变相增加收益的手段，损害了消费者合法权益。江苏省消保委近期针对机票锁座开展了专项调 查，于今天（11月26日）公布了调查结果。 一是确保信息透明，清晰、完整、及时地向消费者告知座位分布与收费政策； 二是保障规则公平，确保购买同等票价旅客享有平等的选座机会； 三是尊重选择自主，充分保障消费者的知情权与选择权，杜绝变相强制消费。 同时，江苏省消保委就飞机票锁座问题的整改工作，向各航司提出两点明确要求，并于15个工作日内将 整改情况以书面形式进行提交。 此次调查选取了国内10家航司作为调查对象，包括东方航空、南方航空、中国国航、海南航空、厦门航 空、深圳航空、山东航空、四川航空、春秋航空、吉祥航空，通过消费者实际购票、线上选座的方式， 对上述航司的官方购票App进行了摸查，重点关注锁座比例、锁座范围、兑换模式及客服解释口径等内 容。为厘清行业经营边界，推动消费者合法权益得到切实保障，江苏省消保委线上约谈上述十家航空公 司。会上 ...

Core Insights - The appreciation of the Renminbi has positively impacted certain sectors, with the Renminbi appreciation benefiting stocks rising by 0.54% compared to the previous trading day [1] - The Shanghai Composite Index closed at 3864.18, down 0.15%, while the Shenzhen Component Index closed at 12907.83, up 1.02% [1] Summary of Benefiting Stocks - China Eastern Airlines (600115) led the gainers with a closing price of 5.06, up 2.43%, with a trading volume of 1.2588 million shares and a turnover of 634 million yuan [1] - Other notable gainers include: - Pinwo Food (300892) at 34.70, up 2.18%, with a turnover of 172 million yuan [1] - Liangxing Paper (002067) at 5.51, up 1.85%, with a turnover of 4.98 million yuan [1] - Tongling Nonferrous Metals (000630) at 5.04, up 1.00%, with a turnover of 1.074 billion yuan [1] - China National Aviation (601111) at 8.08, up 0.25%, with a turnover of 716 million yuan [1] Capital Flow Analysis - The Renminbi appreciation benefiting sector saw a net inflow of 94.82 million yuan from main funds, while speculative funds had a net inflow of 248 million yuan, and retail investors experienced a net outflow of 342 million yuan [2] - Key stocks in terms of capital flow include: - China National Duty-Free (601888) with a main fund net inflow of 2.30 billion yuan and a retail net outflow of 3.19 billion yuan [3] - Tongling Nonferrous Metals (000630) with a main fund net inflow of 94.99 million yuan and a retail net outflow of 60.20 million yuan [3] - Rongsheng Petrochemical (002493) with a main fund net inflow of 13.96 million yuan and a retail net outflow of 14.28 million yuan [3]

Core Insights - The aviation and airport sector saw a rise of 0.78% on November 26, with China Eastern Airlines leading the gains [1] - The Shanghai Composite Index closed at 3864.18, down 0.15%, while the Shenzhen Component Index closed at 12907.83, up 1.02% [1] Stock Performance - China Eastern Airlines (600115) closed at 5.06, up 2.43% with a trading volume of 1.2588 million shares and a turnover of 634 million yuan [1] - Xiamen Airport (600897) experienced a decline of 1.73%, closing at 15.89 with a trading volume of 43,400 shares [2] - The overall performance of the aviation sector stocks varied, with some stocks like China Eastern Airlines and Spring Airlines showing positive growth, while others like Xiamen Airport and China Southern Airlines had minor declines [1][2] Capital Flow - The aviation and airport sector experienced a net outflow of 291 million yuan from institutional investors, while retail investors saw a net inflow of 132 million yuan [2] - The capital flow data indicates that retail investors were more active in the sector, with significant net inflows compared to the outflows from institutional investors [2][3] Individual Stock Capital Flow - Shanghai Airport (600009) had a net inflow of 23.84 million yuan from institutional investors, while it faced a net outflow of 40.87 million yuan from retail investors [3] - China Eastern Airlines (600115) saw a net outflow of 31.86 million yuan from institutional investors, indicating a shift in investor sentiment [3] - The data highlights the varying levels of investor interest across different stocks within the aviation sector, with some stocks attracting more retail investment while facing institutional selling pressure [3]

据江苏省消保委消息，近期，飞机"锁座"及有偿选座服务引发热议。为厘清行业经营边界，推动消费者 合法权益得到切实保障，江苏省消保委于11月21日线上约谈东方航空、南方航空、中国国航、海南航 空、厦门航空、深圳航空、山东航空、四川航空、春秋航空、吉祥航空等十家航空公司。会上，江苏省 消保委结合调查结果，通报了机票锁座服务市场存在的四个问题：一是锁座行为普遍存在，优质座位过 度锁定；二是解锁机制变相付费，挤压普通消费者权益；三是信息不透明且解释不合理，侵犯知情权； 四是协议文本存在不公平格式条款，权利义务设置不对等。江苏省消保委就飞机票锁座问题的整改工 作，向各航司提出两点明确要求，并于15个工作日内将整改情况以书面形式进行提交。 （文章来源：第一财经） ...

中泰证券（600918）发布研报称，Q3航空板块油汇利好下成本下降，南航、东航归母净利润略超预 期。该行指出，航企有较多外币负债且多以美元负债为主，若人民币汇率走弱，可能会使航企产生较大 金额的汇兑损益，从而影响当期利润；航油成本是航空公司的大项成本之一，油价大幅上升将增加航司 的燃油成本，进而影响经营业绩。 消息面上，11月25日，人民币汇率刷新逾1年来高位，在岸、离岸人民币对美元汇率双双收复7.09关 口。业内认为，后续美元指数上行空间有限，人民币走势则将稳中偏强。此外，俄乌停战预期上升，油 价走弱。 航空股涨幅居前，截至发稿，东方航空(00670)涨5.1%，报4.53港元；中国国航（601111）(00753)涨 4.52%，报6.47港元；南方航空（600029）(01055)涨3.36%，报5.22港元。 ...

Core Viewpoint - The aviation sector is experiencing significant stock price increases, driven by favorable currency exchange rates and oil price trends [1] Group 1: Stock Performance - Eastern Airlines (00670) rose by 5.1%, trading at HKD 4.53 [1] - Air China (00753) increased by 4.52%, reaching HKD 6.47 [1] - Southern Airlines (01055) saw a rise of 3.36%, priced at HKD 5.22 [1] Group 2: Currency and Oil Price Impact - On November 25, the RMB exchange rate hit a new high in over a year, with both onshore and offshore RMB against the USD recovering above 7.09 [1] - Industry experts believe that the upward potential for the USD index is limited, while the RMB is expected to remain stable and slightly strong [1] - Expectations of a ceasefire in the Russia-Ukraine conflict have led to weaker oil prices [1] Group 3: Financial Analysis - According to a report from Zhongtai Securities, the Q3 aviation sector benefited from lower oil and exchange costs, with Southern Airlines and Eastern Airlines' net profits slightly exceeding expectations [1] - The report highlights that airlines have significant foreign currency liabilities, primarily in USD, and a weaker RMB could lead to substantial exchange losses, impacting current profits [1] - Fuel costs are a major expense for airlines, and a significant rise in oil prices would increase fuel costs, thereby affecting operational performance [1]

Core Viewpoint - China Eastern Airlines Corporation Limited announced the resignation of its securities affairs representative, Mr. Yang Hui, due to job relocation, effective immediately upon submission to the board of directors [1] Group 1 - The resignation was formally submitted to the company's board of directors on November 25, 2025 [1] - Mr. Yang Hui's resignation is attributed to a job relocation [1] - The resignation has been acknowledged and is now effective [1]

Core Points - China Eastern Airlines Corporation Limited (00670) announced that on November 25, 2025, the company's board of directors received a resignation letter from Mr. Yang Hui, the company's securities affairs representative [1] - Mr. Yang Hui resigned from his position due to work relocation reasons, and his resignation has been delivered to the board and is effective [1]

Core Points - China Eastern Airlines announced the resignation of its securities affairs representative, Yang Hui, due to job relocation [1] - The resignation has been submitted to the board of directors and has taken effect according to relevant laws and regulations [1] Summary by Category Company Announcement - The board of directors of China Eastern Airlines received Yang Hui's resignation on November 25, 2025 [1] - Yang Hui's resignation is attributed to a job relocation [1] Compliance and Regulations - The resignation was processed in accordance with the Company Law of the People's Republic of China and other relevant legal regulations [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） 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： 中華人民共和國，上海 2025年11月25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 2025-077 中国东方航空股份有限公司 关于证券事务代表辞任的公告 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 ...