Market Overview - The aviation and airport sector declined by 0.78% on January 16, with CITIC Hainan Airlines leading the drop [1] - The Shanghai Composite Index closed at 4101.91, down 0.26%, while the Shenzhen Component Index closed at 14281.08, down 0.18% [1] Stock Performance - Notable stock performances included: - Huaxia Airlines (002928) increased by 2.06% to close at 10.90 with a trading volume of 221,100 shares and a turnover of 239 million yuan [1] - Hainan Airlines (600221) rose by 0.60% to 69.1 with a trading volume of 2.51 million shares and a turnover of 423 million yuan [1] - Xiamen Airport (600897) increased by 0.42% to 16.87 with a trading volume of 35,800 shares and a turnover of 60.46 million yuan [1] - China Eastern Airlines (600115) decreased by 0.86% to 5.78 with a trading volume of 1.33 million shares and a turnover of 770 million yuan [1] - China Southern Airlines (600029) fell by 1.46% to 7.43 with a trading volume of 795,100 shares and a turnover of 594 million yuan [2] Capital Flow - The aviation and airport sector experienced a net outflow of 477 million yuan from institutional investors, while retail investors saw a net inflow of 257 million yuan [2] - The capital flow for individual stocks showed: - Xiamen Airport had a net inflow of 121.82 million yuan from retail investors, despite a net outflow of 341.39 million yuan from institutional investors [3] - CITIC Hainan Airlines faced a significant net outflow of 75.42 million yuan from institutional investors, while retail investors contributed a net inflow of 57.25 million yuan [3] - China Eastern Airlines had a net outflow of 73.70 million yuan from institutional investors, with retail investors contributing a net inflow of 45.21 million yuan [3]

Core Insights - The event titled "Entering the Free Trade Port, Embracing New Hainan Airlines" was held on January 15, 2026, in Haikou, gathering nearly a hundred representatives from over 30 enterprises, including Huawei and Alibaba, to discuss cooperation opportunities and development prospects [1][4]. Group 1: Event Overview - The event featured discussions on free trade port policies, promotion of Hainan Airlines' core products and international route network, and cultural experiences, showcasing the airline's achievements in safety, service innovation, green development, and international expansion [4]. - Hainan Airlines aims to act as a "bridge" for the construction of the free trade port, emphasizing the importance of collaboration with partners to seize historical opportunities for development [4][5]. Group 2: Strategic Partnerships - During the event, Hainan Airlines signed major customer cooperation agreements with Wuhan Tianhe Airport and Beijing University of Science and Technology, reflecting its commitment to customer-centric service and market expansion [4][5]. - The agreements signify Hainan Airlines' efforts to enhance aviation network collaboration and deepen industry-academia integration, expanding the breadth and depth of hub construction and school-enterprise cooperation [4]. Group 3: Future Directions - Hainan Airlines plans to maintain an open posture, leveraging quality products and reliable services to collaborate with more partners in seizing opportunities presented by the free trade port [5][6]. - The airline is focused on enhancing its service matrix to support the construction of the free trade port, aiming to provide an exceptional travel experience for global passengers [6].

Group 1 - Zhongyuan Neipei plans to acquire 59% stake in Zhongyuan Jikean for 143 million yuan, making it a wholly-owned subsidiary [1] - HNA Holding reports a 2.8% year-on-year increase in passenger transport volume for December 2025, with international passenger transport volume up by 21.95% [2] - Haolai Ke expects a net profit decrease of 75.16% to 83.23% for 2025, projecting a profit of 13.5 million to 20 million yuan [3] Group 2 - Chengdu Investment Holdings reports a 71.41% year-on-year decrease in signed sales amount for Q4 2025, totaling 2.318 billion yuan [4] - Zhong Rare Metals signs a strategic cooperation agreement with Xian Dao Group to enhance market share in rare metals [5] - Bofei Electric plans to invest 23.38 million yuan in Haining Qiyuan alongside its controlling shareholder [6] Group 3 - Rongchang Bio plans to increase the maximum repurchase price to 116 yuan per share [7] - Filihua's controlling shareholders and executives plan to reduce their holdings by up to 1.05% of the company's shares [8] - Jiu Zhi Tang's general manager plans to reduce holdings by up to 2% of the company's shares [10] Group 4 - Aerospace Development's controlling shareholder reduced 12.26 million shares during stock trading fluctuations [11] - Nong Shang Environment's subsidiary faces delays in a computing infrastructure project due to funding issues [12] - Xinhua Department Store denies rumors of injecting semiconductor assets into the company [13] Group 5 - Jin Ao Bo expects a net profit increase of 40.24% to 59.58% for 2025, projecting a profit of 174 million to 198 million yuan [21] - Zhejing Pharmaceutical receives approval for clinical trials of ZGGS18 and ZG005 for advanced solid tumors [22] - Guangdong Hongtu anticipates a net profit decrease of 7.99% to 17.87% for 2025, projecting a profit of 341 million to 382 million yuan [23] Group 6 - Aijian Group expects to report a net loss for 2025 [24] - Shuangliang Energy also anticipates a net loss for 2025 [25] - Jia Mei Packaging announces early redemption of convertible bonds due to stock price conditions [26] Group 7 - Jindao Technology plans to issue convertible bonds to raise up to 306 million yuan for various projects [27] - Xinlei Co. extends the lock-up period for shares held by its controlling shareholder and actual controllers until January 19, 2027 [28] - Genesis expects a net profit decrease of 30% to 45% for 2025, projecting a profit of 131 million to 166 million yuan [29] Group 8 - Defu Technology plans to repurchase shares for employee stock ownership plans, with a budget of 75 million to 150 million yuan [30] - Huasheng Tiancheng states that AI-related revenue is currently a small portion of overall revenue [32] - Hongchuan Wisdom's shareholder plans to reduce holdings by up to 2% of the company's shares [33] Group 9 - Century Huatong's subsidiary plans to invest 50 million yuan in a financial development fund [34] - Liou shares will be suspended for trading due to significant stock price fluctuations [35] - Golden Dragon Fish plans to transfer stakes in two subsidiaries to Mars China for a total of 60 million USD [36] Group 10 - Mountain Outside Mountain's shareholder plans to reduce holdings by up to 1% of the company's shares [37] - Keheng Co. plans to sign a cooperation framework agreement with Gree Supply Chain for procurement [38] - Tian Sheng New Materials announces a change in actual controller and resumes trading [40] Group 11 - Xinghua New Materials plans to acquire at least 51% of Tian Kuan Technology for cash [41] - Rongbai Technology continues to delay responses to the Shanghai Stock Exchange's inquiries, leading to ongoing stock suspension [42] - Longxin Zhongke's shareholders plan to reduce holdings by up to 3.03% of the company's shares [43]

下一步，海口海关将持续深化政策解读与宣传指导，优化监管服务流程，推动暂时出境修理业务提质增 效，助力海南自贸港打造面向全球的航空维修产业高地，让制度型开放红利惠及更多经营主体。 记者曹马志 通讯员董信达 "暂时出境修理免关税政策，对我们来说真的是重大利好政策!"回顾这两年的变化，海南航空报关负责 人感慨万千。"两年来，我们享受这一政策的货物有706票，大幅降低了企业的维修保障成本，帮助我们 更好地开展业务。" 为持续释放政策红利，帮助企业用足用好政策，海口海关强化风险研判和涉税监控，对超期复运进境等 涉税风险加强常态化监控，并做好部门间协同沟通，明确后续监管要点，确保修理货物"进得来、出得 去、管得住"。同时，该关加强与企业的沟通对接，做好从资质申领到口岸放行的全流程保障。 1月15日，海南日报全媒体记者从海口海关获悉，海南自贸港暂时出境修理政策落地已满两周年，海关 共受理暂时出境货物复运进境申报修理费30.6亿元，减免关税超4000万元，政策红利持续释放。 根据财政部等多部委发布的《关于在有条件的自由贸易试验区和自由贸易港试点有关进口税收政策措施 的公告》，对在海南自由贸易港注册登记具有独立法人资格的企业运 ...

Core Insights - The company reported significant growth in passenger and cargo metrics for December 2025, indicating a positive trend in operational performance [2]. Group 1: Operational Data - The group introduced 1 A320NEO aircraft and 2 C909 aircraft while retiring 1 B787-8, 1 A330-200, and 4 B737-800 aircraft, resulting in a total of 359 operational aircraft by the end of December 2025 [2]. - Passenger capacity (measured in available seat kilometers) increased by 4.1% year-on-year, with international capacity rising by 22.61% [2]. - Revenue passenger kilometers grew by 6.13% year-on-year, with international revenue passenger kilometers increasing by 25.76% [2]. - The total number of passengers transported rose by 2.80%, with international passenger transport increasing by 21.95% [2]. - Cargo revenue ton kilometers increased by 14.22%, with international cargo revenue ton kilometers growing by 23.70% [2]. - The cargo and mail volume rose by 8.39%, with international cargo and mail volume increasing by 24.27% [2]. - The cargo mail load factor improved by 2.63 percentage points [2]. Group 2: New Routes - The group launched new routes starting from December 2025, including Qionghai to Kuala Lumpur (two flights per week), Changchun to Hong Kong (two flights per week), and Haikou to Hanoi (three flights per week) [2].

截至2026年1月15日收盘，海航控股（600221）报收于1.68元，较前一交易日下跌0.59%，最新总市值为 726.02亿元。该股当日开盘1.68元，最高1.69元，最低1.67元，成交额达5.19亿元，换手率为0.72%。 最新公告列表 公司近日发布公告，披露2025年12月主要运营数据。公告显示，2025年12月，海航控股及所属子公司客 运运力投入同比增长4.1%，其中国际客运运力投入增长22.61%；收入客公里同比增长6.13%，其中国际 增长25.76%；旅客运输量同比增长2.80%，其中国际增长21.95%。货邮运收入吨公里同比增长14.22%， 其中国际增长23.70%；货运及邮运量同比增长8.39%，其中国际增长24.27%。当月新增3条航线，引进1 架A320NEO和2架C909飞机，退出5架飞机，截至2025年底共运营359架飞机。上述数据未经审计。 《海航控股：2025年12月主要运营数据公告》 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 ...

Core Viewpoint - HNA Group (600221.SH) announced a year-on-year increase in passenger capacity and revenue metrics for December 2025, indicating strong growth in both domestic and international segments [1] Group 1: Passenger Capacity and Revenue - The group's passenger capacity input (measured in available seat kilometers) is expected to grow by 4.1% year-on-year, with international passenger capacity input increasing by 22.61% [1] - Revenue passenger kilometers increased by 6.13% year-on-year, with international revenue passenger kilometers rising by 25.76% [1] - The number of passengers transported grew by 2.80% year-on-year, while international passenger transport volume saw a significant increase of 21.95% [1] Group 2: Cargo and Mail Operations - Cargo and mail revenue ton kilometers increased by 14.22% year-on-year, with international cargo and mail revenue ton kilometers growing by 23.70% [1] - The total cargo and mail volume rose by 8.39% year-on-year, with international cargo and mail volume increasing by 24.27% [1] - The cargo and mail load factor improved by 2.63 percentage points [1]

Core Viewpoint - HNA Group announced a year-on-year increase in passenger capacity and revenue metrics for December 2025, indicating strong growth in both domestic and international segments [1] Group 1: Passenger Capacity and Revenue - The group's passenger capacity input increased by 4.1% year-on-year, with international passenger capacity input rising by 22.61% [1] - Revenue passenger kilometers grew by 6.13% year-on-year, with international revenue passenger kilometers increasing by 25.76% [1] - Passenger transport volume saw a year-on-year increase of 2.8%, while international passenger transport volume surged by 21.95% [1] Group 2: Cargo and Mail Revenue - Cargo and mail revenue ton-kilometers increased by 14.22% year-on-year, with international cargo and mail revenue ton-kilometers growing by 23.7% [1] - Cargo and mail volume rose by 8.39% year-on-year, with international cargo and mail volume increasing by 24.27% [1] - The cargo and mail load factor improved by 2.63 percentage points [1]

证券代码：600221、900945 证券简称：海航控股、海控 B 股 编号：临 2026-006 海南航空控股股份有限公司 2025 年 12 月主要运营数据公告 临时公告 临时公告 | 地区 | 88.55 | 3.39pts | 88.28 | 3.06pts | | --- | --- | --- | --- | --- | | 国际 | 86.36 | -0.64pts | 86.49 | 2.93pts | | 合计 | 88.08 | 0.27pts | 87.58 | 2.10pts | 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。 2025 年 12 月，海南航空控股股份有限公司及所属子公司（以下简称"本集团"） 合并主要运营数据如下： | 载运量 | 年 2025 12 | 月 | 年累计 2025 | | | --- | --- | --- | --- | --- | | 数值 | | 同比变动（%） | 数值 | 同比变动（%） | | 收入客公里（RPK）（百万） | | | | | | 国内 | ...

Core Viewpoint - HNA Group announced the introduction of new aircraft and operational performance metrics for December 2025, indicating growth in passenger and cargo transport capacity, particularly in international markets [1] Group 1: Aircraft Fleet and Changes - The company will introduce 1 A320NEO aircraft and 2 C909 aircraft while retiring 1 B787-8, 1 A330-200, and 4 B737-800 aircraft by December 2025 [1] - By the end of December 2025, the total operational fleet will consist of 359 aircraft [1] Group 2: Passenger Transport Metrics - Passenger capacity (measured in available seat kilometers) is expected to increase by 4.1% year-on-year, with international passenger capacity rising by 22.61% [1] - Revenue passenger kilometers are projected to grow by 6.13% year-on-year, with international revenue passenger kilometers increasing by 25.76% [1] - The total number of passengers transported is anticipated to rise by 2.80%, with international passenger transport volume increasing by 21.95% [1] Group 3: Cargo and Mail Transport Metrics - Cargo and mail revenue ton kilometers are expected to grow by 14.22% year-on-year, with international cargo and mail revenue ton kilometers increasing by 23.70% [1] - The total volume of cargo and mail transported is projected to increase by 8.39%, with international cargo and mail transport volume rising by 24.27% [1] - The cargo and mail load factor is expected to improve by 2.63 percentage points [1]