证券之星消息，12月8日航空机场板块较上一交易日上涨0.91%，厦门空港领涨。当日上证指数报收于 3924.08，上涨0.54%。深证成指报收于13329.99，上涨1.39%。航空机场板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 601021 | 春秋航空 | 54.42 | -1.41% | 6.26万 | | 3.39亿 | | 002928 | 华夏航空 | 10.04 | -0.50% | 22.07万 | | 2.20亿 | | 6600000 | 中信海直 | 20.33 | -0.49% | 9.98万 | | 2.04亿 | | 000089 | 深圳机场 | 6.94 | -0.43% | 10.32万 | | 7168.71万 | | 600004 | 白云机场 | 9.77 | 0.10% | 11.15万 | | 1.09亿 | | 600029 | 南方航空 | 7.10 | 0.57% | 49.13万 | | 3.45亿 | ...

航线网络的持续扩容为跨境电商出海提供了核心支撑。南航近期新增的"广州—马德里""广州—达尔 文"等航线，精准衔接国内品牌热门出海市场，加上已有的广州至中东、欧美货运通道，形成了覆盖全 国、联通全球的出海运输网络。据统计，12月以来，南航物流广州国际货站跨境电商货物日均处理量环 比增长超10%，发往美国、澳洲、中东等地，主要涵盖时尚服饰、电子产品、智能家居等热门品类。 在保障效率方面，面对年末跨境物流货运高峰，南航物流为跨境商品提供从仓到舱的"一站式"物流服 务。通过统筹全流程作业环节、开设跨境电商专属通道、动态优化货物流转流程等方式，显著提升整体 操作效率。在广州"双前置"货站，南航物流充分发挥广州白云空港和机场综保区的区位优势、政策优势 和辐射带动作用，合理分流，实现多场地作业联动机制，畅通货物流转运输通道。同时南航物流广州国 际货站还持续推进与口岸单位的高效协同，进一步升级信息化系统，实现跨境电商包裹通关更快捷、衔 接更顺畅。 下一步，南航物流将持续加密年末跨境电商热门航线运力，为国产商品扬帆出海提供更加专业、高效的 综合物流服务，为广州国际航空货运枢纽建设提供南航力量。（编辑：许浩存 校对：陈虹莹 审核 ...

《中国民航报》、中国民航网 记者胡夕姮 通讯员胡剑波、施阳 报道：12月7日国际民航日当天，东航 江苏公司携手法国驻华大使馆高等教育署南京办事处、留法校友会举办中法航空日主题交流活动。20余 名深耕各领域的留法校友通过深度参访了解民航文化、职业心得分享与航线推介等多元形式，搭建起中 法交流合作的桥梁。 未来，东航江苏公司将继续依托南京—巴黎航线，为赴法留学人员及留法校友的航空出行提供优质服 务，致力将这条空中通道打造为中法互利共赢的"黄金桥梁"。（编辑：许浩存 校对：陈虹莹 审核：程 凌） 在东航江苏公司工作人员的引导下，留法校友先后参访了东航江苏公司机组保障中心、"穆慧妹空中服 务创新工作室"、运行控制分中心及机库等关键运行区域。在机组保障中心，航前准备的严谨流程与随 处可见的安全文化令参访者印象深刻；在创新工作室，多元化的服务管理理念与创新举措展示了空中服 务的新内涵；在运控分中心，实时航班动态与专业保障体系让校友直观感受到航班运行背后的科技支 撑；在机库内，空客A320飞机的检修现场与工程师的细致讲解，引发了参访者的热烈讨论。 （东航江苏公司供图） 在随后的分享会上，东航技术江苏分公司工程师、留法校友代 ...

Core Points - China Eastern Airlines (CEA) launched a new route connecting Shanghai, Auckland, and Buenos Aires on December 4 [1] - The inaugural flight utilized a themed aircraft named "National Museum of China" and carried 282 passengers on a journey of 20,000 kilometers [1] - This new route represents the first direct flight from Shanghai to a major city in South America, establishing a new "southbound corridor" across the Pacific [1] - The route provides an alternative to traditional transfer routes that typically go through Europe or North America [1]

Core Insights - China Eastern Airlines (CEA) has launched a new route connecting Shanghai, Auckland, and Buenos Aires, marking the first direct flight from Shanghai to a major South American city [1][6] - The inaugural flight carried 282 passengers and set a record as the world's longest one-way commercial flight, reducing travel time from approximately 30 hours to 25 hours [1][6] - The route enhances international service offerings and facilitates trade between China, New Zealand, and Argentina through fifth freedom rights [6] Group 1 - The new route operates with Boeing 777-300ER aircraft, with flights departing from Shanghai on Mondays and Thursdays, and returning on Tuesdays and Fridays [3] - The aircraft features a "National Museum of China" themed livery, designed in collaboration with the National Museum of China, showcasing motifs inspired by the museum's artifacts [3] - An inaugural ceremony at Shanghai Pudong International Airport included Argentine-themed decor and special beverages and dishes for passengers [5] Group 2 - The route allows for passenger and cargo transfers in Auckland without changing aircraft, enhancing trade opportunities [6] - On the return flight, the aircraft transported 2.1 tonnes of Argentine cherries and 10.5 tonnes of fresh Chilean salmon to China [6] - The route is expected to promote cultural exchanges between the Asia-Pacific and Latin America, creating an "air bridge" across the Pacific Ocean [6]

Core Points - China Eastern Airlines (CEA) launched a new Shanghai–Auckland–Buenos Aires route on December 4, 2025, marking the first direct flight from Shanghai to a major South American city [1] - The inaugural flight carried 282 passengers on a 20,000-kilometer journey, reducing travel time from approximately 30 hours to about 25 hours, setting a record for the world's longest one-way commercial flight [1] - The route operates with Boeing 777-300ER aircraft, with flights scheduled on Mondays and Thursdays for departures and Tuesdays and Fridays for returns [3] Service Enhancements - CEA hosted an inaugural ceremony featuring Argentine-themed decor and special beverages, along with Argentine dishes for passengers [5] - The airline has introduced a Spanish-language hotline to assist travelers, enhancing its international service offerings [5] Strategic Implications - The new route connects three continents and allows CEA to handle passenger and cargo transfers in Auckland without changing aircraft, facilitating trade between China, New Zealand, and Argentina [6] - CEA has established a cold-chain direct delivery channel from Argentina to China, transporting 2.1 tonnes of Argentine cherries and 10.5 tonnes of fresh Chilean salmon on the return flight [6] - The route is expected to promote cultural exchanges between the Asia-Pacific and Latin America, creating an "air bridge" across the Pacific Ocean [6]

Investment Rating - The report rates the transportation industry as "Outperform" [2] Core Views - Crude oil freight rates have declined from high levels, with mixed changes in ocean freight rates. The China Import Crude Oil Composite Index (CTFI) was reported at 2321.90 points on December 4, down 7.9% from November 27. The VLCC market has seen transactions at major loading ports, with shipowners trying to maintain price levels despite a cooling market [3][14] - China Eastern Airlines has launched the world's longest one-way flight route from Shanghai to Buenos Aires, reducing travel time by over 4 hours. Additionally, a ton-class eVTOL was included in urban firefighting drills for the first time [3][16] - In November, China's express delivery volume exceeded 180 billion items for the first time, marking a new record. The first full schedule China-Europe freight train departed from Shijiazhuang [3][24] Summary by Sections Industry Hot Events - Crude oil freight rates have decreased, with the Middle East route showing a 9.76% drop. The Shanghai port's export rates to Europe and the US have also seen declines of 0.3%, 5.0%, and 4.7% respectively [14][15] - The launch of the longest flight route by China Eastern Airlines connects Shanghai to Buenos Aires, significantly shortening travel time [16][17] - The express delivery volume in China reached a record high of 180 billion items in November, reflecting strong economic vitality [24][26] High-Frequency Data Tracking - The Baltic Air Freight Price Index has increased month-on-month but decreased year-on-year. The Shanghai outbound air freight price index was reported at 5721.00 points, up 2.4% year-on-year [28] - Domestic freight flight numbers decreased by 2.03% year-on-year in November, while international flights increased by 14.88% [30] - The SCFI index for container shipping was reported at 1397.63 points, down 0.39% week-on-week and down 38.06% year-on-year [37] Investment Recommendations - Focus on the equipment and manufacturing export chain, recommending companies like COSCO Shipping, China Merchants Energy Shipping, and Huamao Logistics [5] - Attention to the transportation demand increase driven by hydropower station construction in the Yarlung Tsangpo River downstream [5] - Investment opportunities in low-altitude economy trends, recommending CITIC Offshore Helicopter [5] - Opportunities in the highway and railway sectors, recommending Gansu Expressway, Beijing-Shanghai High-Speed Railway, and others [5] - Investment opportunities in the cruise and ferry sectors, recommending Bohai Ferry and Haixia Shares [5] - E-commerce and express delivery investment opportunities, recommending SF Express, Jitu Express, and Yunda [5] - Opportunities in the aviation sector, recommending Air China, China Southern Airlines, and others [5]

IT之家查询获悉，该航线采用波音 777-300ER 大型宽体 客机执飞，去程 MU745 航班每周一、周四各执行一 班，北京时间 02:00 从上海浦东国际机场起飞，在奥克 兰经停 2 小时 25 分后，于当地时间 16:55 抵达布宜诺斯 艾利斯；回程每周二、周五执行，航班号 MU746， 02:00 从布宜诺斯艾利斯起飞，经停奥克兰 2 小时后， 于北京时间次日 18:00 飞抵上海。 IT之家注意到，12 月 4 日 2:19 分，中国东方航空"国博号"主题彩绘机执行 MU745 航班，搭载 282 名旅 客从上海浦东国际机场起飞，在经停新西兰奥克兰后飞赴阿根廷首都布宜诺斯艾利斯。据悉，上海 — 奥克兰 — 布宜诺斯艾利斯航线是全球首条连接对跖点城市间的商业航线，也成功刷新了全球最长单程 航线的纪录。 IT之家 12 月 7 日消息，据新华社报道，12 月 6 日，中国东航运营的全球最长单程航线上海至奥克兰至 布宜诺斯艾利斯的首个回程航班，落地上海浦东国际机场。 这条跨越两万公里的空中通道，不仅填补了上海至南美核心城市直飞航线的空白，更为中拉跨境生鲜搭 建了新通道。首个回程航班通过客机腹舱运回 2.1 ...

《中国民航报》、中国民航网 记者陈雪 报道：12月7日，东航旗下上海航空执飞的FM814航班搭载从福州长乐机场顺利起飞，标志着"长春—福州—吉隆 坡"往返航线首航圆满成功。首航来回程客座率超九成。该航线串联中国东北、东南沿海与东南亚枢纽，为三地架起高效"空中桥梁"，进一步强化福州"21世 纪海上丝绸之路"门户枢纽地位。 航线采用波音737-800机型，每周二、四、六执飞，全程实现"一次值机、一票到底、行李直挂"。首航去程FM813从长春起飞，经福州中转后飞往吉隆坡； 回程FM814反向串联，三地最短飞行时间仅4.5小时。开航初期福州—吉隆坡段往返450元（不含税）起的特惠票价，吸引大量旅客，预售客座率已超八成。 作为东航落实与福州市政府战略合作的重要举措，该航线将为东北、福建与东盟间的经贸往来、文旅交流、探亲留学提供高性价比出行选择。东航福州基地 后续将持续深耕"海丝"门户建设，拓展更多国际航线，助力福州打造现代化国际航空枢纽。（编辑：金杰妮 校对：张彤 审核：程凌） （东航供图） ...

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