格隆汇10月30日丨海航控股(600221.SH)公布2025年第三季度报告，营业收入为203.54亿元，同比上升 1.84%；归属于上市公司股东的净利润为27.88亿元，同比下降0.75%；归属于上市公司股东的扣除非经 常性损益的净利润为27.54亿元，同比上升0.49%。 ...

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：2025-100 海南航空控股股份有限公司 关于购买飞机备用发动机的公告 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： 海南航空控股股份有限公司（以下简称"海航控股"或"公司"）拟向 ROLLS- ROYCE PLC 购买 7 台全新 Trent 系列备用飞机发动机，交易总金额不高 于 2.75 亿美元。 本次交易不构成关联交易，也不构成《上市公司重大资产重组管理办法》 规定的重大资产重组。 本次交易已达到股东大会审议标准，尚需公司股东大会审议。 本次购买备用发动机，系为保障公司未来飞机正常生产运营需要进行的 采购。双方已达成合作共识，但是后续可能存在发动机交付进度不达预期或受不 可抗力影响而延期等风险。敬请广大投资者谨慎决策，注意投资风险。 一、交易概述 （一）本次交易的基本情况 1.本次交易概况 根据公司机队规划，为保障公司的未来生产运营需要，降低运营成本，公司 拟向 ROLLS- ROYCE PLC 购买 7 ...

临时公告 证券代码：600221、900945 证券简称：海航控股、海控 B 股 编号：临 2025-099 报告全文详见上海证券交易所网站 http://www.sse.com.cn。 海南航空控股股份有限公司 第十届监事会第十四次会议决议公告 本公司监事会及全体监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 10 月 30 日，海南航空控股股份有限公司（以下简称"公司"）第十届监 事会第十四次会议以通讯方式召开，应参会监事 5 名，实际参会监事 5 名，符合《公 司法》和《公司章程》的有关规定。会议审议并通过《海南航空控股股份有限公司 2025 年第三季度报告》。 根据《证券法》及其他有关法律、法规的相关规定，公司监事会对公司2025年第 三季度报告作出书面审核意见如下： 一、公司2025年第三季度报告的编制和审议程序符合法律、法规、《公司章程》 和公司内部管理制度的各项规定。 二、公司2025年第三季度报告的内容和格式符合中国证监会和上海证券交易所的 各项规定，所披露的信息真实地反映本公司的经营管理和财务状况，不存在任何虚假 ...

公司董事会审议并表决通过公司 2025 年第三季度报告，报告全文详见上海证券 交易所网站 http://www.sse.com.cn。 表决结果：赞成 12 票，反对 0 票，弃权 0 票。 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 10 月 30 日，海南航空控股股份有限公司（以下简称"公司"）第十届 董事会第四十七次会议以通讯方式召开，应参会董事 12 名，实际参会董事 12 名，符 合《公司法》和《公司章程》的有关规定。会议审议并通过以下议案： 一、海南航空控股股份有限公司 2025 年第三季度报告 临时公告 证券代码：600221、900945 证券简称：海航控股、海控 B 股 编号：临 2025-098 海南航空控股股份有限公司 第十届董事会第四十七次会议决议公告 二、关于购买飞机备用发动机的议案 特此公告。 海南航空控股股份有限公司 董事会 二〇二五年十月三十一日 公司董事会同意公司向 ROLLS- ROYCE PLC 购买 7 台全新 Trent 系列备用飞机 发动机，交易总金额不高于 2.7 ...

Financial Performance - The company's operating revenue for the third quarter reached CNY 20,354,210,000, representing a year-on-year increase of 1.84%[4] - The total profit for the period was CNY 2,967,848,000, with a year-to-date increase of 38.01% compared to the same period last year[8] - The net profit attributable to shareholders was CNY 2,787,966,000, showing a slight decrease of 0.75% year-on-year[4] - The basic earnings per share for the year-to-date period was CNY 0.0645, a decrease of 0.77% year-on-year[4] - Net profit for the first three quarters of 2025 reached CNY 2,976,455 thousand, an increase from CNY 2,159,666 thousand in the same period of 2024, representing a growth of approximately 37.8%[19] - Operating profit for the first three quarters of 2025 was CNY 2,955,637 thousand, compared to CNY 2,000,787 thousand in 2024, reflecting a significant increase of about 47.7%[19] - Total comprehensive income for the first three quarters of 2025 amounted to CNY 3,176,863 thousand, up from CNY 2,045,788 thousand in 2024, indicating a growth of approximately 55.3%[20] - Net profit for the first three quarters of 2025 was CNY 3,028,083, representing a growth of 6.2% compared to CNY 2,852,889 in the same period of 2024[30] Cash Flow - The net cash flow from operating activities was CNY 5,707,671,000, reflecting an increase of 8.23% compared to the same quarter last year[4] - Cash flow from operating activities for the first three quarters of 2025 was CNY 11,335,026 thousand, slightly down from CNY 11,592,940 thousand in 2024, a decrease of approximately 2.2%[22] - Cash flow from investing activities showed a net outflow of CNY 1,008,017 thousand in 2025, an improvement from a net outflow of CNY 1,367,194 thousand in 2024[23] - Cash flow from financing activities resulted in a net outflow of CNY 7,859,432 thousand in 2025, compared to a net outflow of CNY 7,925,855 thousand in 2024, indicating a slight improvement[23] - The total cash and cash equivalents at the end of the third quarter of 2025 stood at CNY 3,917,236 thousand, down from CNY 4,208,217 thousand at the end of the same period in 2024[23] Assets and Liabilities - The total assets at the end of the reporting period amounted to CNY 149,568,639,000, which is a 5.55% increase from the previous year[5] - Total current assets increased to RMB 36,139,631 thousand as of September 30, 2025, from RMB 29,683,319 thousand at the end of 2024, representing a growth of 21.7%[14] - Total liabilities amounted to RMB 144,775,683 thousand as of September 30, 2025, up from RMB 140,165,563 thousand at the end of 2024, reflecting a rise of 3.8%[16] - Total equity attributable to shareholders increased significantly by 136.78% to CNY 5,381,884,000 compared to the end of the previous year[5] - Total equity increased to CNY 23,232,031 as of September 30, 2025, compared to CNY 19,931,080 at the end of 2024, reflecting a growth of 16.5%[27] Operational Efficiency - The company has adjusted its capacity and improved management efficiency, contributing to a 30.93% increase in net profit attributable to shareholders year-to-date[8] - The company is focusing on enhancing its route network and operational efficiency to drive future growth[8] Other Information - The company reported non-recurring gains and losses totaling CNY 33,736,000 for the current period[7] - The company has not reported any significant new strategies or product developments during the reporting period[12] - The company has not adopted new accounting standards starting from 2025[32] - The financial report was released by Hainan Airlines Holding Co., Ltd. on October 31, 2025[32]

Core Viewpoint - HNA Group reported a revenue of 20.354 billion yuan for Q3 2025, reflecting a year-on-year growth of 1.84%, while the net profit attributable to shareholders decreased by 0.75% to 2.788 billion yuan, with basic earnings per share at 0.0645 yuan [1] Financial Performance - The company achieved a revenue of 20.354 billion yuan in Q3 2025, which is an increase of 1.84% compared to the same period last year [1] - The net profit attributable to shareholders was 2.788 billion yuan, showing a slight decline of 0.75% year-on-year [1] - Basic earnings per share stood at 0.0645 yuan [1]

Core Insights - HNA Group reported third-quarter revenue of 20.354 billion yuan, an increase of 1.84% year-on-year, while net profit decreased by 0.75% to 2.788 billion yuan [1] - For the first three quarters, revenue reached 53.438 billion yuan, reflecting a year-on-year growth of 3.30%, and net profit increased by 30.93% to 2.845 billion yuan [1] Financial Performance - Third-quarter revenue: 20.354 billion yuan, up 1.84% year-on-year [1] - Third-quarter net profit: 2.788 billion yuan, down 0.75% [1] - Year-to-date revenue: 53.438 billion yuan, up 3.30% [1] - Year-to-date net profit: 2.845 billion yuan, up 30.93% [1]

Core Viewpoint - Hainan Airlines plans to add a new route from Guiyang to Quanzhou during the winter-spring season, aiming to optimize its route network in the Guiyang area [1] Route Expansion - The new Guiyang-Quanzhou route will operate one round trip flight daily [1] - The outbound flight is scheduled to depart from Guiyang Longdongbao International Airport at 16:40 and arrive at Quanzhou Jinjiang International Airport at 18:35 [1] - The return flight is set to leave Quanzhou Jinjiang International Airport at 19:20 and land back in Guiyang at 21:45 [1] - Flight schedules are subject to actual queries at the time of ticket purchase [1]

Core Insights - The aviation and airport sector experienced a slight decline of 0.01% on October 30, with Xiamen Airport leading the drop [1] - The Shanghai Composite Index closed at 3986.9, down 0.73%, while the Shenzhen Component Index closed at 13532.13, down 1.16% [1] Stock Performance - Xiamen Airport (600897) closed at 16.62, down 2.35% with a trading volume of 186,900 shares and a transaction value of 312 million yuan [2] - Other notable stocks include: - Spring Airlines (601021) at 53.35, up 0.87% [1] - China Eastern Airlines (600115) at 4.81, unchanged [2] - China Southern Airlines (600029) at 6.79, up 0.44% [2] Capital Flow - The aviation and airport sector saw a net outflow of 297 million yuan from institutional investors, while retail investors contributed a net inflow of 183 million yuan [2] - The capital flow for individual stocks includes: - Xiamen Airport with a net outflow of 21.42 million yuan from institutional investors [3] - China Southern Airlines with a net inflow of 21.88 million yuan from retail investors [3] - China National Aviation (601111) with a net outflow of 12.95 million yuan from institutional investors [3]

Core Points - Hainan Airlines plans to launch two new direct flights in Hunan province, enhancing regional connectivity and efficiency for winter travel [1] - The new routes include Changsha-Quanzhou and Changsha-Jieyang, each operating one round trip daily [1] - Hainan Airlines operates a total of 20 domestic routes from Changsha and Shaoyang, with approximately 190 weekly departures to popular cities [1] - The Changsha-London international route continues to operate twice a week, with plans to adjust capacity based on market demand [1] Summary by Sections New Routes - Hainan Airlines will introduce direct flights from Changsha to Quanzhou and Jieyang, improving travel options for passengers [1] - The Changsha-Quanzhou flight departs at 08:40 and arrives at 10:20, while the return flight leaves at 11:20 and lands at 13:10 [1] - The Changsha-Jieyang flight departs at 20:10 and arrives at 21:45, with the return flight at 22:35 landing at 00:15 the next day [1] Domestic Operations - In the new winter-spring season, Hainan Airlines operates 20 domestic routes from Changsha and Shaoyang, connecting to major cities like Beijing, Haikou, and Sanya [1] - The airline executes around 190 outbound flights weekly from these locations [1] International Operations - The Changsha-London route remains stable, operating on Tuesdays and Fridays [1] - Future capacity adjustments will be made based on market demand [1]