Core Viewpoint - Eastern Airlines has officially resumed the "China-India route" after five years, marking a significant step in enhancing connectivity between the two countries [1] Group 1: Route Details - The resumed route is from Shanghai Pudong International Airport to Delhi, operated by an Airbus A330 wide-body aircraft, with three flights per week on Wednesdays, Saturdays, and Sundays [1] - The inaugural flight had a passenger load factor exceeding 95%, indicating strong demand for the route [1] Group 2: Strategic Importance - The Shanghai-Delhi route is considered one of the most strategically significant air corridors between China and India, facilitating comprehensive exchanges in trade and culture between the two major economic centers [1] - Eastern Airlines plans to adjust flight frequency based on market feedback and aims to restore the Kunming to Kolkata route and introduce a new route from Shanghai Pudong to Mumbai, further enhancing the air route network between China and India [1] Group 3: Connectivity and Services - Passengers arriving in China can easily connect to domestic flights to major cities and international routes to destinations in North America, Japan, and South Korea, leveraging Eastern Airlines' network and convenient transfer services at Pudong Airport [1]

Core Viewpoint - Eastern Airlines has officially resumed the "China-India route" after a five-year hiatus, marking a significant development in air travel between the two countries, with the first flight achieving a seat occupancy rate exceeding 95% [1][3]. Group 1: Route Details - The resumed route operates from Shanghai Pudong International Airport to Delhi, utilizing Airbus A330 wide-body aircraft, with three flights scheduled weekly [3]. - This route is considered one of the most strategically significant air passages between China and India, facilitating closer economic and cultural exchanges between Shanghai and Delhi [3]. Group 2: Future Plans - Eastern Airlines plans to adjust flight frequencies based on market feedback and aims to restore the Kunming to Kolkata route, as well as introduce a new route from Shanghai Pudong to Mumbai, enhancing the air route network between China and India [3]. - The airline's network at Pudong Airport allows passengers to easily connect to major cities in China and international destinations in North America, Japan, and South Korea [5]. Group 3: Connectivity - Delhi's Indira Gandhi International Airport serves as a major aviation hub in India, providing strong connectivity for travelers to various Indian cities and facilitating access to South Asia, the Middle East, and parts of Europe and Africa [5].

Core Points - Eastern Airlines has resumed its first passenger flight on the China-India route after five years, marking a significant milestone in the aviation industry [1] - The inaugural flight from Shanghai Pudong International Airport to Delhi had a seat occupancy rate exceeding 95% [1] Group 1: Flight Operations - The resumed route operates with an Airbus A330 wide-body aircraft, with three flights per week on Wednesdays, Saturdays, and Sundays [4] - Flight MU563 departs Shanghai at 12:50 and arrives in Delhi at 17:45 local time, while the return flight MU564 leaves Delhi at 19:55 and arrives in Shanghai at 04:10 the next day, with a total flight duration of approximately 8 hours [4] Group 2: Future Plans - Eastern Airlines plans to adjust the frequency of flights based on market feedback and aims to restore the Kunming to Kolkata route, as well as introduce a new route from Shanghai Pudong to Mumbai [3] - The airline is focused on expanding its network between China and India to enhance connectivity [3] Group 3: Connectivity and Transfer Services - Eastern Airlines offers convenient transfer services at Pudong Airport, allowing passengers to connect to major cities in China and international destinations in North America, Japan, and South Korea [6] - Delhi's Indira Gandhi International Airport serves as a major aviation hub in India, providing strong transfer capabilities for passengers traveling to various cities in India, as well as to South Asia, the Middle East, and parts of Europe and Africa [6]

Core Viewpoint - China Eastern Airlines has officially resumed flights on the China-India route after a five-year hiatus, marking a significant development in the aviation industry between the two countries [1] Group 1: Company Developments - China Eastern Airlines' flight MU563, carrying 248 passengers, departed from Shanghai Pudong International Airport to Delhi, becoming the first domestic airline to resume passenger flights on this route in 2025 [1] - The route will be operated by an Airbus A330 wide-body aircraft, with flights scheduled three times a week on Wednesdays, Saturdays, and Sundays [1] Group 2: Industry Context - The resumption of direct flights between China and India is part of a broader effort to enhance bilateral relations, as stated by the Chinese Foreign Ministry [1] - India's Indigo Airlines also resumed direct flights from Kolkata to Guangzhou, marking the first direct air link between India and mainland China since 2020 [1]

Core Viewpoint - The resumption of the China-India passenger route by Eastern Airlines marks a significant milestone in the aviation industry, indicating a recovery in international travel and connectivity between the two countries [1][3]. Group 1: Flight Details - Eastern Airlines' flight MU563 from Shanghai Pudong International Airport to Delhi has a passenger load factor exceeding 95% on its inaugural journey [1]. - The route is operated by an Airbus A330 wide-body aircraft, with three weekly flights scheduled on Wednesdays, Saturdays, and Sundays [3]. - The outbound flight departs at 12:50 PM from Shanghai and arrives in Delhi at 5:45 PM local time, with a total flight duration of approximately 8 hours [3]. Group 2: Future Plans - Eastern Airlines plans to adjust the frequency of the route based on market feedback and intends to restore the Kunming to Kolkata route, as well as introduce a new route from Shanghai Pudong to Mumbai [5]. - The airline aims to enhance the connectivity of the China-India route network further [5]. Group 3: Connectivity and Transfer Services - Passengers arriving in China can easily connect to domestic flights to major cities and international routes to destinations in North America, Japan, South Korea, and other regions, thanks to the network established by Eastern Airlines at Pudong Airport [7]. - Delhi's Indira Gandhi International Airport serves as a major aviation hub in India, providing strong transfer capabilities for passengers traveling to various cities in India, as well as to South Asia, the Middle East, and parts of Europe and Africa [7].

Investment Rating - The report maintains a "Recommendation" rating for the transportation industry [3] Core Insights - The transportation industry is experiencing a recovery, with various segments showing potential for growth, particularly in shipping, infrastructure, aviation, and express delivery [7][19][22][20] Shipping - The shipping sector is seeing mixed price movements, with the SCFI for the US East route down 17.2% and the Southeast Asia route up 6.4% [11] - The report highlights the importance of monitoring the price increases in container shipping and the potential recovery in oil tanker rates due to improved US-China trade relations [16][12] Infrastructure - Key metrics indicate a decline in truck traffic and railway cargo, while port throughput has increased significantly, suggesting a shift in market dynamics [17][18] - The report emphasizes the potential for dividend stocks in the infrastructure sector, particularly in ports, which are currently undervalued [19] Aviation - The aviation sector shows a positive trend with a 7.2% year-on-year increase in passenger volume, driven by improved demand and a low base effect [22] - The report suggests that the industry is poised for profitability in 2026, with a focus on valuation recovery and potential investment opportunities in major airlines [22] Express Delivery - The express delivery sector is benefiting from a reduction in price competition, with a notable increase in business volume and revenue [20] - The report indicates that the "anti-involution" policies are helping to stabilize prices and improve profitability in the sector [20] Logistics - The logistics segment is experiencing stable performance, with cross-border air freight prices showing a week-on-week increase [23] - The report notes the importance of monitoring the daily traffic at key ports and the implications for logistics operations [23]

Core Viewpoint - The resumption of passenger flights between China and India marks a significant development in the aviation industry, with China Eastern Airlines being the first domestic airline to restart this route after a five-year hiatus [1] Group 1: Flight Resumption Details - China Eastern Airlines' flight MU563 took off on November 9, 2023, from Shanghai Pudong International Airport to Delhi, carrying 248 passengers [1] - The route will be operated using an Airbus A330 wide-body aircraft, with flights scheduled three times a week on Wednesdays, Saturdays, and Sundays [1]

#中印客运航班正式复航#【正式复航 国内航司执飞的首趟中印客运航班今天开飞】今天（9日）13:02 分，东航MU563航班搭载248名旅客从上海浦东国际机场飞赴印度德里，这也是时隔5年，国内航司执 飞的首趟中印客运航班，标志着国内航司正式复航"中印航线"。首航去程航班客座率突破95%。（央 视） 未来,东航还将根据市场反馈情况适时加密航线,同时计划恢复昆 明至加尔各答、新开上海浦东至孟买航线,进一步织密中印间航线 网络。 此外,依托东航在浦东机场构建的航线网络和提供的便捷中转服 务,旅客乘机抵达中国后,可轻松衔接飞赴中国各大城市的中转航 班,也可以衔接国际/地区航线,前往北美、日韩等国际目的地。另 一方面,德里英迪拉·甘地国际机场作为印度主要的航空枢纽,也具 备较强的中转能力。由此出发,旅客不仅可以便捷抵达印度各大城 市,还能轻松衔接至南亚、中东及部分欧洲和非洲目的地。 (总台央视记者 曹丹 肖冰毅) ...

Core Viewpoint - The resumption of the China-India passenger route by Eastern Airlines marks a significant milestone, being the first flight operated by a domestic airline in five years, with a high passenger load factor of over 95% on the inaugural flight [1]. Group 1: Flight Details - Eastern Airlines' flight MU563 from Shanghai Pudong International Airport to Delhi is operated using an Airbus A330 and will run three times a week on Wednesdays, Saturdays, and Sundays [1]. - The flight departs Shanghai at 12:50 and arrives in Delhi at 17:45 local time, with a return flight MU564 leaving Delhi at 19:55 and arriving back in Shanghai at 04:10 the next day, covering a total flight duration of approximately 8 hours [1]. Group 2: Future Plans - Eastern Airlines plans to adjust the frequency of the route based on market feedback and aims to restore the Kunming to Kolkata route, as well as introduce a new route from Shanghai Pudong to Mumbai, enhancing the network of flights between China and India [1]. Group 3: Connectivity and Hub Advantages - The flight network established by Eastern Airlines at Pudong Airport allows passengers to easily connect to domestic flights across major Chinese cities and international routes to North America, Japan, South Korea, and other destinations [2]. - Delhi's Indira Gandhi International Airport serves as a major aviation hub in India, providing strong connectivity for travelers to reach various cities in India and facilitating connections to South Asia, the Middle East, and parts of Europe and Africa [2].

Core Points - Eastern Airlines has officially resumed its China-India route after a five-year hiatus, becoming the first domestic airline to restart passenger flights on this route by 2025 [1] Summary by Categories Flight Details - The resumed route is from Shanghai Pudong International Airport to Delhi, operated by an Airbus A330 wide-body aircraft, with three flights per week on Wednesdays, Saturdays, and Sundays [1] - The outbound flight MU563 departs Shanghai at 12:50 and arrives in Delhi at 17:45 local time, while the return flight MU564 departs Delhi at 19:55 and arrives in Shanghai at 04:10 the next day, with a total flight duration of approximately 8 hours [1] Market Response - The inaugural flight's passenger load factor exceeded 95%, indicating strong demand for the route [1] - Eastern Airlines plans to adjust the frequency of flights based on market feedback and is also considering resuming the Kunming to Kolkata route and launching a new route from Shanghai Pudong to Mumbai [1]