临时公告 证券代码：600221 、900945 证券简称：海航控股 、海控 B 股 公告编号：2026-014 海南航空控股股份有限公司 关于召开2026年第一次临时股东会的通知 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。 重要内容提示： 召开的日期时间：2026 年 3 月 20 日 14 点 30 分 至2026 年 3 月 20 日 采用上海证券交易所网络投票系统，通过交易系统投票平台的投票时间为股 东会召开当日的交易时间段，即 9:15-9:25，9:30-11:30，13:00-15:00；通过互联 网投票平台的投票时间为股东会召开当日的 9:15-15:00。 股东会召开日期：2026年3月20日 本次股东会采用的网络投票系统：上海证券交易所股东会网络投票系统 召开地点：海南省海口市国兴大道 7 号海航大厦会议室 一、 召开会议的基本情况 (五) 网络投票的系统、起止日期和投票时间。 (一) 股东会类型和届次 网络投票系统：上海证券交易所股东会网络投票系统 2026年第一次临时股东会 网络投票起止时间：自20 ...

Investment Rating - The report rates the transportation industry as "Outperform" [2] Core Insights - The military strike by the US against Iran and the closure of the Strait of Hormuz have profound impacts on the global oil transportation market, potentially leading to supply chain disruptions and increased oil transportation costs [3][15] - Tesla's Cybercab, designed for fully autonomous driving, has been launched, marking a significant step towards the original dedicated era of Robotaxi services [3][17] - A strategic partnership between Youjia Innovation, Didi, and Wall Street Technology aims to advance the large-scale deployment of driverless logistics vehicles, filling a market gap for vehicle-grade autonomous logistics [3][32] - The pre-sale ticket prices for economy class flights during the 2026 Spring Festival have shown a year-on-year increase, indicating stable industry performance as demand is released [3][34] - Uber has launched the Uber Air service supported by Joby, integrating ground and air travel booking, which validates the commercial viability of eVTOL [3][41] Industry Dynamics - The Baltic Air Freight Price Index has decreased month-on-month and year-on-year, while domestic air freight flights have seen a decline [4][44] - The shipping and port sector has experienced an increase in domestic shipping rates, while dry bulk freight rates have also risen [4][52] - The express logistics sector reported a 2.30% year-on-year increase in business volume and a 0.70% increase in revenue as of December 2025 [4] - The average number of international flights operated daily in the last week of February 2026 was 1992.86, reflecting a month-on-month increase of 3.73% and a year-on-year increase of 19.22% [4] - The number of trucks passing through national highways decreased by 40.04% from February 9 to February 15 [4] Investment Recommendations - Focus on opportunities in the shipping sector, particularly oil transportation, dry bulk, and container shipping due to geopolitical tensions, with recommendations for China Merchants Energy Shipping and COSCO Shipping [5] - Consider investments in low-altitude economy and autonomous driving sectors, recommending CITIC Offshore Helicopter and monitoring Cao Cao Mobility [5] - Explore investment opportunities in the travel sector driven by increased demand during the Spring Festival, recommending Air China, China Southern Airlines, and China Eastern Airlines [5] - Look into international market expansion opportunities in express logistics, recommending SF Express and Jitu Express [5] - Pay attention to investment opportunities in the highway sector, recommending Sichuan Chengyu Expressway and other major expressway companies [5]

Group 1 - Multiple domestic airlines, including Air China, China Eastern Airlines, and China Southern Airlines, have announced special handling policies for flights to the Middle East due to the regional situation [2][4][6] - Air China's policy allows passengers who purchased tickets before 20:00 on February 28, 2026, for flights to Dubai, Abu Dhabi, and Riyadh between February 28 and March 15, 2026, to apply for changes or refunds, with the first change free of charge but requiring payment of fare differences [2] - China Eastern Airlines permits free changes for tickets with at least one unused segment involving Dubai, Abu Dhabi, Riyadh, or Muscat, for flights departing between February 28 and March 15, 2026, allowing changes to flights within three days before or after the original date [4] - China Southern Airlines offers a similar policy for tickets involving Dubai, Riyadh, Tehran, or Doha, purchased before 20:00 on February 28, 2026, for travel between February 28 and March 15, 2026, allowing one free change [6] - Other airlines such as Hainan Airlines, Shenzhen Airlines, Sichuan Airlines, and Xiamen Airlines have also released special handling policies for flights to the Middle East [8]

Investment Rating - The report maintains an "Overweight" rating for the transportation industry [2] Core Insights - The aviation sector is expected to perform well despite the off-peak season, driven by strong travel demand and favorable oil prices. The report highlights a potential for increased passenger volume and ticket prices, indicating a positive outlook for airline investments [4][5] - The logistics and express delivery sectors are also showing signs of recovery, with companies like YTO Express and SF Express leading in business volume growth. The report emphasizes the importance of quality improvement in the express delivery industry, driven by policies aimed at reducing competition and enhancing profitability [5][6] - The shipping industry is experiencing upward pressure on oil shipping prices due to geopolitical factors and supply constraints, suggesting a favorable investment environment for oil shipping companies [6] Summary by Sections Aviation - The report notes that during the Spring Festival travel period, passenger volume increased by 6.5% year-on-year, with an average seat occupancy rate of 86.9% [4] - Airlines such as China Southern Airlines and Spring Airlines are highlighted for their strong performance and growth potential, with recommendations for investment based on their operational efficiency and market positioning [12] Logistics - The express delivery sector saw significant growth in January, with YTO Express reporting a year-on-year increase of 29.75% in business volume [5] - The report suggests that the express delivery industry is poised for quality improvements, driven by "anti-involution" policies and advancements in automation [5] Shipping - The report indicates that the BDTI index for oil shipping has risen by 11.42% month-on-month and 126.25% year-on-year, reflecting strong demand and supply constraints [6] - Investment opportunities are identified in companies like COSCO Shipping Energy and China Merchants Energy, which are expected to benefit from the favorable market conditions [6]

Investment Rating - The report maintains an "Overweight" rating for the aviation industry [2] Core Insights - The demand for international air travel is driven by both leisure and business travel, with a significant correlation to international trade and investment activities. The report highlights a notable increase in outbound investment from China, which is expected to boost international flight offerings [4][5] - The report anticipates that international routes from China will see growth primarily in Europe and Asia, with a gradual recovery in North America, leading to sustained industry optimism [4][5] - The report emphasizes the advantages of major Chinese airlines, particularly China Eastern Airlines, due to their rapid recovery in international routes and increased flight offerings [5][6] Summary by Sections Industry Overview - The total market capitalization of the aviation industry is approximately 716.41 billion yuan, with 12 listed companies [2] - The report notes a significant recovery in international air travel, with domestic airlines leading the recovery compared to foreign airlines [5][6] Investment Activities - China's outbound direct investment is projected to reach 1,245.58 billion yuan in 2025, reflecting a year-on-year growth of 7.4% [4][19] - The report indicates that the number of Chinese companies engaging in overseas investments has increased significantly, with a notable rise in revenue from these activities [4][35] Passenger Flow and Travel Policies - The report highlights the positive impact of visa-free policies on inbound tourism, with a 26% year-on-year increase in foreign visitors to China in 2025 [5][55] - The number of outbound trips by Chinese residents is expected to grow by 15% in 2025, nearing pre-pandemic levels [5][58] Future Trends - The report predicts that Asian routes will dominate international air travel, with significant growth expected in flights to Japan, South Korea, and countries along the Belt and Road Initiative [5][6] - European routes are also expected to see an increase in flight volumes, driven by enhanced trade relations and investment activities [5][6] Investment Recommendations - The report recommends focusing on major airlines, particularly China Eastern Airlines, due to their strong recovery and expansion in international routes [5][6]

Group 1 - Hainan Airlines plans to officially launch a round-trip international route from Jinan to Chongqing to Paris starting March 16 [1] - The route will operate two flights per week, with outbound flights on Mondays and Fridays, and return flights on Tuesdays and Saturdays [1] - Outbound flights are scheduled to depart from Jinan Yaoqiang International Airport at 20:55 Beijing time, with a stop in Chongqing, and arrive at Paris Charles de Gaulle Airport at 7:30 local time the next day [1] Group 2 - Return flights are set to leave Paris Charles de Gaulle Airport at 11:00 local time, with a stop in Chongqing, and arrive back in Jinan at 9:05 Beijing time the following day [1] - Flight information is subject to actual queries at the time of ticket purchase [1]

Core Viewpoint - Hainan Airlines plans to launch a new international route from Jinan to Paris via Chongqing starting March 16, 2026, enhancing connectivity between Shandong and France, and reinforcing the "Air Silk Road" between the two countries [1][2]. Group 1: Route Details - The Jinan-Chongqing-Paris route will operate twice a week, with outbound flights on Mondays and Fridays, and return flights on Tuesdays and Saturdays [1]. - Outbound flights will depart from Jinan at 20:55, stop in Chongqing, and arrive in Paris at 07:30 local time the next day [1]. - Return flights will leave Paris at 11:00 local time, stop in Chongqing, and arrive back in Jinan at 09:05 the following day [1]. Group 2: Strategic Importance - The new route serves as a vital air passage connecting the Yellow River basin's central city of Jinan with Europe's key hub, facilitating economic cooperation and cultural exchange between Shandong and France [2]. - Paris, as a major global hub, offers efficient transit systems and services for Chinese-speaking passengers, enhancing the travel experience [2]. - The launch of this route is expected to promote tourism and cultural exchange, supporting the "Hospitable Shandong" brand in Europe [2]. Group 3: Hainan Airlines' Expansion - Hainan Airlines has restored, newly opened, and plans to operate over 70 international and regional routes from various cities including Beijing, Shanghai, and Shenzhen [2]. - The airline aims to accelerate the resumption and launch of international flights to meet the growing market demand for inbound and outbound travel [2].

Group 1 - The core point of the article highlights the significant demand for flights from Sanya to major cities like Beijing and Shanghai during the Spring Festival, with nearly all economy class tickets sold out and business class prices nearing 10,000 yuan [1][3] - On February 23, direct flights from Sanya to Guangzhou were fully booked, forcing travelers to opt for longer and more expensive connecting flights, with prices also approaching 10,000 yuan [3] - The airline industry has responded to the high ticket prices, stating that price fluctuations during the Spring Festival are normal due to market supply and demand, and that all domestic flight prices are strictly regulated [4] Group 2 - All four major airlines have increased flights to Hainan, with Hainan Airlines adding four new flights from Haikou to Fuzhou and Ningbo, approved by the Civil Aviation Administration [5] - Since the start of the Spring Festival on February 2, the three major airports in Hainan have seen record-high flight volumes and passenger throughput, with over 20,000 passengers daily for 15 consecutive days [8] - The airlines have added over 2,000 extra flights during the Spring Festival, increasing seat capacity by 600,000, and are expected to exceed 10 million seats over the 40-day period, a 10% increase compared to 2025 [8]

2026.02.24 本文字数：2360，阅读时长大约4分钟 作者 | 第一财经 陈姗姗 "除夕前一天才决定什么时候回去，一看两大机场都没经济舱了，好在蹭到了增班放票。" 刘林今年春节跟家人一起飞海南过年，由于没有及早购买回程票，一度陷入只能买高价公务舱返程机票的尴尬。这样的情况并非个案。 今年是海南自贸港封关运作后的首个春节，海南旅游的热度持续攀升，除了全国各地的旅客涌向海南，外国人来海南过中国年的也不少。 史上最长春节也显著推高了春节长线出境游需求，泰国位列多个平台热门出境目的地首位。 每天超10万人飞向海南 今年春运2月2日启动以来，岛内三大机场航班量、旅客吞吐量屡创新高，累计已有15天单日旅客吞吐量超过20万人次。 多家在线旅游平台数据显示，海南民航客流规模预计超越历史同期。尤其是三亚，十大客源地热门为北京、上海、成都、西安、杭州、重庆、广州、哈尔 滨、深圳、郑州。 大年初四，三亚西岛海洋文化旅游区一早就在官方账号发布"线上购票预约已达上限，景区11:00点暂停线上渠道售票，预计13:30临时暂停线下售票"的信 息。 在三亚住在离市区更近的大东海的刘林，感觉这里三分之一都是俄罗斯人，酒店里和沙滩上也都 ...

每经编辑｜许绍航 据智通财经2月22日报道，多家在线旅游平台数据发现，2月22日至23日（初六至初七）期间，从三亚飞往北京、上海等核心城市的直飞航班经济舱几乎售 罄，仅剩的公务舱票价普遍逼近万元大关。 | 单程:三亚(凤凰国际机场)-上海 02月23日周一 | | | | | | | | | | 最近更新时间: 13:36:41 0 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | ■ 直飞/经停 航空公司 V | 起抵时间 | 0 机场 > | 舱位 √ | 更多 √ | 清空 | | 低价优先 | 准点率高-低 | 起飞时间早-晚 | | | 东方航空 | | 20:40 | | 23:25 | | | | 12450 915 11 4 | ¥9780 € | | | MU5376 波音787(大) | | 凤凰国际机场 T1 | | 虹桥国际机场 T2 | | | | | 公务舱 | | | 东方航空 | | 12:05 | | 15:00 | | | | 膜系的接关机券 | ¥9750 == | | | MU ...