股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年12月31日 狀態: 新提交 致：香港交易及結算所有限公司 | 1. 股份分類 | 普通股 | 股份類別 | H | | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 00670 | 說明 | | 中國東方航空股份有限公司H股 | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 5,062,771,777 | RMB | | 1 | RMB | | 5,062,771,777 | | 增加 / 減少 (-) | | | 0 | | | | RMB | | 0 | | 本月底結存 | | | 5,062,771,777 | RMB | | 1 | RMB | | 5,062,771,777 | | 2. 股份分類 | 普通股 | A 股份類別 | | | 於香港聯交所上 ...

Market Overview - The Shanghai Composite Index rose by 1.38% on January 5, with 26 out of 28 sectors experiencing gains, led by Media and Pharmaceutical sectors, which increased by 4.12% and 3.85% respectively [1] - The sectors that saw declines included Oil & Gas and Banking, with decreases of 1.29% and 0.34% respectively [1] Capital Flow Analysis - The net inflow of capital in the two markets was 8.334 billion yuan, with 15 sectors experiencing net inflows [1] - The Electronics sector had the highest net inflow, totaling 9.481 billion yuan, with a daily increase of 3.69% [1] - The Pharmaceutical sector followed with a net inflow of 4.379 billion yuan and a daily increase of 3.85% [1] - Conversely, 16 sectors experienced net outflows, with the Machinery Equipment sector leading at a net outflow of 3.694 billion yuan [1] - The Defense and Aerospace sector also saw significant outflows, totaling 3.411 billion yuan [1] Transportation Sector Performance - The Transportation sector declined by 0.30%, with a net outflow of 999 million yuan [2] - Out of 126 stocks in this sector, 64 stocks rose while 55 stocks fell [2] - The stocks with the highest net inflows included China Eastern Airlines, with a net inflow of 114 million yuan, followed by Wuzhou International and Southern Airlines with inflows of 78.9247 million yuan and 67.8255 million yuan respectively [2] - The stocks with the highest net outflows included COSCO Shipping Holdings, with a net outflow of 199.4076 million yuan, followed by Daqin Railway and HNA Holding with outflows of 175.7832 million yuan and 159.9235 million yuan respectively [4]

Core Viewpoint - China Eastern Airlines (600115.SH) aims to optimize its asset-liability structure and recover funds to support its main business by transferring its Hongqiao base to China Cargo Airlines for a transaction price of 137.6018 million yuan [1] Group 1 - The transaction involves the transfer of the Hongqiao base held by China Eastern Airlines to China Cargo Airlines [1] - The transaction price for the asset transfer is set at 137.6018 million yuan [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 2026-001 中国东方航空股份有限公司 关于子公司出售土地房产暨关联交易的公告 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，并对其内容的真实性、准确性和完整性承担法 律责任。 一、关联交易概述 （一）本次交易的基本情况 1、本次交易概况 为优化上航资产负债结构、回笼资金支持主业发展，上航与中货航签署《上 海市房地产买卖合同》，由上航将其持有的上航虹桥基地转让至中货航，交易价 格为 13,760.18 万元。 重要内容提示： 中国东方航空股份有限公司（以下简称"公司"）下属全资子公司上海航空 有限公司（以下简称"上航"）与公司控股股东中国东方航空集团有限公司 （以下简称"中国东航集团"）下属控股子公司东方航空物流股份有限公司 （以下简称"东航物流"）的控股子公司中国货运航空有限公司（以下简称 "中货航"）于 2026 年 1 月 5 日签署《上海市房地产买卖合同》，上航拟将 其持有的绥宁路上海虹桥基地土地使用权及其地上房屋 ...

Market Overview - The aviation and airport sector experienced a decline of 0.31% on January 5, with China National Aviation leading the drop [1] - The Shanghai Composite Index closed at 4023.42, up 1.38%, while the Shenzhen Component Index closed at 13828.63, up 2.24% [1] Stock Performance - Key stocks in the aviation and airport sector showed mixed performance, with China National Aviation closing at 9.20, down 1.81%, and China Eastern Airlines at 6.05, up 0.83% [2] - The trading volume and turnover for major stocks included: - China National Aviation: 1.22 million shares, turnover of 1.11 billion [2] - China Eastern Airlines: 1.79 million shares, turnover of 1.07 billion [2] - Xiamen Airport: 66,800 shares, turnover of 115 million [2] Capital Flow - The aviation and airport sector saw a net inflow of 119 million from institutional investors, while retail investors experienced a net outflow of 173 million [2] - The capital flow for specific stocks indicated: - China Eastern Airlines had a net inflow of 94.70 million from institutional investors [3] - China National Aviation faced a net outflow of 18.89 million from institutional investors [3] - Shenzhen Airport had a net inflow of 12.24 million from institutional investors [3]

致：香港交易及結算所有限公司 公司名稱: 中國東方航空股份有限公司 股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年12月31日 狀態: 新提交 呈交日期: 2026年1月5日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | H | | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 00670 | 說明 | | 中國東方航空股份有限公司H股 | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 5,062,771,777 | RMB | | 1 | RMB | | 5,062,771,777 | | 增加 / 減少 (-) | | | 0 | | | | RMB | | 0 | | 本月底結存 | | | 5,062,771,777 | RMB | | 1 | RMB | | 5,062, ...

中国民航网讯：作为一名深耕民航飞行一线的飞行员，东航山东分公司机长刘甲始终以"安全是民航业 的生命线"为准则，作为教员，他将匠心传承融入每一次起落，用创新破解行业难题，先后斩获东航股 份"安全标兵"、教育培训"先进个人"及东航集团"先进个人""劳动模范"等多项荣誉。 恪尽职守，以匠心筑牢安全防线 十数载安全飞行生涯里，刘甲把对安全的敬畏刻进骨子里，将严谨细致融入每一个飞行操作环节。 他深耕大数据飞行品质监控领域，凭借敏锐的洞察力和扎实的专业功底，梳理总结风险预判方法，有效 降低特殊天气、复杂航线等场景下的运行隐患。他投身高层级手册编写工作，结合万余小时经历和数千 次起落的飞行实践经验，让手册内容更贴合一线运行实际，以实打实的业绩为航班安全保驾护航。 作为刘甲飞行劳模工作室领衔人，他深知"独行快，众行远"的道理，他牵头汇聚17名飞行骨干力量，组 建起一支攻坚破难的专业团队。 在他的带领下，工作室凭借扎实的创新成果和突出的攻坚能力，于2023年12月获评"山东省交通运输行 业劳模工匠创新工作室"称号，2024年跻身山东省创新工作室赛道前50名，成为山东交通系统内创新创 效的标杆。 多维攻坚，以实干书写年度答卷 2 ...

Core Insights - The article highlights the exceptional service provided by Eastern Airlines Northwest during extreme weather conditions, showcasing their commitment to passenger care and safety [1][9]. Group 1: Emergency Response - On December 31, 2025, a passenger on flight MU2302 experienced respiratory issues, prompting the crew to provide immediate oxygen support and coordinate a seamless transfer to medical care upon landing [3]. - On January 3, 2026, a first-class passenger on flight MU750 suffered from heart discomfort due to fatigue. The cabin crew activated an emergency response plan, providing oxygen and monitoring the passenger's condition, which led to significant improvement [5]. Group 2: Customer Experience During Delays - The heavy snowfall in Xi'an on December 31, 2025, caused delays for flight MU2154. The crew not only reassured passengers but also prepared festive treats to enhance the New Year experience, transforming a stressful situation into a memorable one [6]. - On January 1, 2026, flight MU2213 provided New Year cards to passengers, creating a joyful atmosphere as they welcomed the new year at high altitude [6]. Group 3: Positive Passenger Feedback - The crew's effective communication during delays on December 31, 2025, led to handwritten notes of appreciation from passengers, reflecting their gratitude for the service provided [7]. - On January 3, 2026, a passenger expressed their appreciation for the crew's service by presenting handwritten greeting cards, highlighting the positive impact of the airline's customer service [7][9]. Group 4: Commitment to Service Quality - Eastern Airlines Northwest aims to continue enhancing service quality by transforming each service experience into practical improvements, ensuring passenger safety and comfort on every journey [9].

Investment Rating - The report maintains an "Overweight" rating for the transportation industry [2] Core Views - The report highlights a significant year-on-year increase in travel demand during the New Year holiday period, attributed to a low base effect from the previous year [6] - The aviation sector is expected to benefit from limited supply growth, rising ticket prices, and improved profitability due to favorable oil prices and currency exchange rates [9] Summary by Sections Travel Demand Growth - During the 2026 New Year holiday, cross-regional travel reached 595 million trips, averaging 198 million trips per day, with a year-on-year growth of 19.62% [6] - Rail travel saw the highest growth at 52.6%, while civil aviation grew by 10.4% and intercity buses by 20.8% [6] Aviation Sector Insights - Civil aviation passenger volume reached 5.88 million during the holiday, with a daily average of 1.96 million, reflecting a 10.4% increase year-on-year [6] - Average domestic economy class ticket prices rose to 684.6 yuan, showing a recovery trend after a decline in the previous year [6] Road and Rail Travel - Road travel accounted for 540 million trips, with a daily average of 18 million, marking a 15.7% increase year-on-year [7] - Rail travel demand remained strong, with an estimated 48.09 million trips during the holiday, reflecting a 52.7% year-on-year increase [8] Investment Recommendations - The report recommends focusing on the aviation sector for 2026, anticipating strong performance during the Spring Festival and sustained demand growth in the medium to long term [9] - Key stocks recommended include Huaxia Airlines, Spring Airlines, and China Southern Airlines, all rated as "Buy" with target prices set for 2026 [5][12]

经中共中央批准，中央纪委国家监委对中国东方航空集团有限公司原党组书记、董事长刘绍勇严重违纪 违法问题进行了立案审查调查。 经查，刘绍勇丧失理想信念，背弃初心使命，对抗组织审查，搞迷信活动；违反中央八项规定精神，违 规接受宴请和打高尔夫球活动安排；在职工录用工作中为他人谋取利益并收受财物；廉洁底线失守，违 规收受礼金，利用职权或职务上的影响为亲属从事私募基金等经营活动谋取利益，违规拥有非上市公司 股份；毫无纪法底线，将公权力异化为谋取个人私利的工具，大搞权钱交易，利用职务便利为他人在项 目承揽、航班管理、飞机租赁等方面谋利，并非法收受巨额财物。 刘绍勇严重违反党的政治纪律、组织纪律、廉洁纪律和生活纪律，构成严重职务违法并涉嫌受贿犯罪， 且在党的十八大后不收敛、不收手，性质严重，影响恶劣，应予严肃处理。依据《中国共产党纪律处分 条例》《中华人民共和国监察法》《中华人民共和国公职人员政务处分法》等有关规定，经中央纪委常 委会会议研究并报中共中央批准，决定给予刘绍勇开除党籍处分；按规定取消其享受的待遇；收缴其违 纪违法所得；将其涉嫌犯罪问题移送检察机关依法审查起诉，所涉财物一并移送。 本 期 编 辑 邢潭 智通财经2 ...