当前，海南航空已开通多条从海口出发的国际及地区航线，构建了辐射美洲、欧洲、大洋洲、亚洲的航 线网络。(完) （文章来源：中国新闻网） 琼海吉隆坡国际航线由海南航空运营，计划每周执行2个往返航班，班期为每周三、周日。去程航班计 划于北京时间16时40分从琼海博鳌国际机场起飞，当地时间20时10分抵达吉隆坡国际机场，飞行时长约 3小时30分钟；返程航班计划于当地时间12时15分从吉隆坡国际机场起飞，北京时间15时25分抵达琼海 博鳌国际机场，飞行时长约3小时10分钟。 中新网海南琼海12月8日电 (高桥桥)据海南航空控股股份有限公司介绍，海南琼海至吉隆坡HU497航班7 日下午从琼海博鳌国际机场顺利起飞，标志着琼海至吉隆坡国际航线正式开通。 ...

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]

以下文章来源于环球老虎财经app ，作者沈启诚 让你成为战胜市场的人 辽宁方大集团； 图源：微博 环球老虎财经app . 导语：海航控股背后的大股东方大系，在航运领域似乎有一个更大布局。 12 月 1 日，海航控股公告放弃西部航空 15.5 亿元的增资认缴资格，并宣布向海航货运增资 7.5 亿元。 当然这 "一来一回"中也有海航控股的取舍，相较于经营困难的西部航空，顺应海南自贸港的发展发展货运业务显然更有性价比。 为了迎合发展，海航控股近期也进行了诸多资本操作，包括将旗下的货运航司金鹏航空注入海航货运，并收购天羽飞训用于飞行员培训。 而方大系作为海航控股背后的大股东，在航空货运领域似乎有一个更大布局。 除此之外，其最近还在医药、锂电领域频频出手，而海航控股在近 几年的管理之下，已逐渐从重组中逐渐恢复了元气。 海航控 股的 战略取舍 12 月 1 日晚，海航控股公告两个重大决策，首先是放弃西部航空的 15.5 亿元增资认缴权，其次是以 7.5 亿元自有资金加码同一实控下的海航货 运，强化航空货运赛道的布局。 综合来看，这两大决策更像是海航控股的一次战略取舍。尽管放弃西部航空的增资导致海航控股对其持股比例从 28 ...

中国民航网 通讯员高桥桥 报道：１２月７日北京时间16：55，新海航航空集团旗下海南航空琼海—吉隆坡ＨＵ４９７航班从琼海博鳌国际机场顺利起 飞，标志着海南航空琼海至吉隆坡国际航线正式开通。该航线的开通将进一步提升中国与马来西亚两国之间的友好交流，为经贸合作和人文往来创造更多机 会，推动双方在多领域的合作。 海南航空琼海—吉隆坡国际航线计划每周执行２个往返航班，班期为每周三、周日。去程航班计划于北京时间16：40从琼海博鳌国际机场起飞，当地时间 20：10抵达吉隆坡国际机场，飞行时长约３小时30分钟；返程航班计划于当地时间12：15从吉隆坡国际机场起飞，北京时间15：25抵达琼海博鳌国际机场， 飞行时长约３小时10分钟（以上航班时刻、飞行时长仅供参考，请以实际查询为准）。旅客可通过海南航空官网、ＡＰＰ、微信公众号及小程序、服务热线 95339、各直属售票处及授权代理购买机票。此外，海南航空还提供至优座选、预付费行李、机上升舱、商务套票等多元化产品，以满足不同旅客的出行需 求。 吉隆坡是马来西亚首都，也是该国的政治、经济、金融、工业、商业和文化中心，被誉为"世界锡都、胶都"，是马来西亚国际化程度最高的城市。吉隆坡 ...

Investment Rating - The investment rating for the transportation industry is "Positive" (maintained) [4] Core Views - The express delivery sector is showing resilience in demand, with a "de-involution" trend driving up express prices, which enhances corporate profitability. Long-term competition in the e-commerce express delivery market is expected to improve [13] - The shipping market is expected to benefit from the OPEC+ production increase cycle and the Federal Reserve's interest rate cuts, enhancing VLCC freight rate elasticity [13] - The shipbuilding sector is in the early stages of a green upgrade cycle, with shipping market recovery and green upgrade progress being key demand drivers [13] - The aviation sector is anticipated to see Q3 performance as a signal for long-term market trends, with stable demand growth and tightening supply [13] Summary by Sections Express Delivery - The current e-commerce express delivery industry shows strong demand, with major players like SF Express and JD Logistics expected to benefit from cyclical recovery and cost reduction [13] - Notable companies to watch include YTO Express, Shentong Express, Zhongtong Express, and SF Holdings, each with unique competitive advantages and growth potential [13] Shipping - The VLCC market remains strong, with TCE rates reported at $122,000/day, a significant increase of 151.4% since late August [7] - The BDI index reached a new high of 2845 points, driven by strong demand from Australian miners [7] - The West African oil transportation market is expected to see increased activity due to OPEC+ production adjustments [13] Aviation - In October 2025, civil aviation transported approximately 68 million passengers, a year-on-year increase of 5.8%, and cargo/mail transport increased by 13.3% [57] - Major airlines are expected to benefit from stable demand and improved cost structures [13] Port Operations - China's port cargo throughput increased by 8.43% week-on-week, while container throughput saw a slight decline of 0.27% [72] - The port sector is viewed as a stable infrastructure with strong cash flow, making it an attractive investment opportunity [14] Road and Rail - National logistics operations are running smoothly, with rail freight increasing by 0.74% and highway truck traffic decreasing by 0.24% [12] - The road and rail sectors are expected to maintain steady growth, supported by ongoing infrastructure investments [12]

Group 1 - Hainan Airlines has officially launched the Qionghai-Kuala Lumpur international route, with the first flight taking off on December 7 at 16:55 from Qionghai Bo'ao International Airport [1] - The new route will operate two round-trip flights per week, scheduled for Wednesdays and Sundays [3] - The outbound flight is set to depart from Qionghai at 16:40 Beijing time and arrive in Kuala Lumpur at 20:10 local time, with a flight duration of approximately 3 hours and 30 minutes [3] - The return flight will leave Kuala Lumpur at 12:15 local time and arrive back in Qionghai at 15:25 Beijing time, with a flight duration of about 3 hours and 10 minutes [3]

南航广州至马德里直飞航线近日开通，这是广州地区首条连接伊比利亚半岛的直飞航线，填补了两地直 航空白，从昆明、海口、汕头等地往返马德里的旅客，可在广州白云国际机场实现3小时内双向中转衔 接。南航广州至达尔文直飞航线近日启航，该航线将两地行程缩短至约六小时，为旅客高效抵达澳大利 亚北部提供了全新选择。此外，南航广州-悉尼航线将增至每天四个往返，目前南航已开通广州至悉 尼、布里斯班、墨尔本、珀斯、阿德莱德多条直飞航线，为旅客提供高频次、广覆盖的出行选择。 海航计划于12月15日开通海口—胡志明市直飞航线，该航线的开通将进一步促进中越两国在经贸、人文 等领域的交流与合作；吉祥航空将于2026年1月15日开通上海浦东至马来西亚斗湖直飞航线，首次实现 上海直航世界级潜水胜地仙本那，旅客无需经吉隆坡或亚庇中转即可一步直达。 来源：北京日报客户端 转自：北京日报客户端 正值2025年冬春航季，多家航司近日表示将持续加大运力投入，新开国际航线。 国航预计新开通北京-布鲁塞尔、成都-布鲁塞尔航线，同时持续推动国际及地区航线日均航班量稳步提 升，进一步拓展通达全球的能力。今年以来，国航已新开、复航北京-符拉迪沃斯托克、北京-伊尔库 ...

据交易所数据显示，截至2025年12月5日收盘，海航控股（600221）报收于1.77元，上涨0.57%，换手率 1.05%，成交量345.80万手，成交金额6.06亿元。 资金流向方面，今日主力资金净流入4448.35万元，占比成交额7.35%。其中，超大单净流入3903.37万 元、占成交额6.45%，大单净流入544.97万元、占成交额0.9%，中单净流出流出3462.41万元、占成交额 5.72%，小单净流出985.93万元、占成交额1.63%。 天眼查商业履历信息显示，海南航空控股股份有限公司，成立于1995年，位于海口市，是一家以从事航 空运输业为主的企业。企业注册资本4321563.2535万人民币，实缴资本4321563.2535万人民币。公司法 定代表人为祝涛。 通过天眼查大数据分析，海南航空控股股份有限公司共对外投资了45家企业，参与招投标项目620次， 知识产权方面有商标信息157条，专利信息44条，此外企业还拥有行政许可119个。 来源：市场资讯 海航控股最新一期业绩显示，截至2025三季报，公司营业总收入534.38亿元、同比增长3.30%，归属净 利润28.45亿元，同比增长30. ...

Core Viewpoint - The Jiangsu Provincial Consumer Rights Protection Committee has raised concerns about the excessive locking of premium seats by airlines, leading to a lack of transparency and unfair practices in the ticketing process [1][3][6] Group 1: Issues Identified - The report identified four main issues in the seat locking service: excessive locking of premium seats, disguised fees for unlocking, lack of transparency, and unfair contractual terms [1][3][4] - The average seat locking rate among the ten airlines surveyed ranges from 19.9% to 62.1%, with an average of 38.7% [1][3] - Specific routes, such as Spring Airlines' Nanjing to Lanzhou, have seat locking rates exceeding 60%, while some airlines like Juneyao Airlines have rates below 20% [3][4] Group 2: Consumer Rights and Regulatory Response - The Jiangsu Provincial Consumer Rights Protection Committee emphasized that consumers have the right to choose suitable seats as part of their basic service rights when purchasing tickets [6][8] - Airlines are required to address the excessive locking of seats and revise unfair contractual terms within 15 working days [1][8] - The upcoming revision of the Civil Aviation Law aims to clarify the obligations of transportation companies regarding consumer rights, although it does not specifically address seat locking practices [7] Group 3: Industry Trends and Financial Implications - Ancillary revenue from paid seat selection has become a significant income source for airlines, with global ancillary revenue expected to exceed $148 billion in 2024 [5] - Traditional airlines are facing pressure from increased passenger traffic but declining ticket prices, leading to a 5.3% growth in ancillary revenue to offset losses from discounted fares [5][9] - The differentiation in business models between low-cost and traditional airlines necessitates a careful balance between enhancing passenger experience and generating ancillary revenue [9]

证券日报网讯 12月5日，海航控股在互动平台回答投资者提问时表示，公司秉持"真情服务"理念，坚 持"人民航空为人民，全心全意为人民服务"的根本宗旨，以文化体验、超越预期和人性化为核心价值， 以服务带动品牌提升，不断为旅客提供全方位无缝隙的五星航空服务。 （编辑 楚丽君） ...