Core Viewpoint - The launch of the international route from Haikou to Ho Chi Minh City by Hainan Airlines marks a significant step in enhancing friendly exchanges and economic cooperation between China and Vietnam [1] Group 1: Route Details - The new route will operate two round-trip flights weekly, scheduled for Mondays and Fridays [1] - The outbound flight departs Haikou Meilan International Airport at 06:50 Beijing time and arrives at Tan Son Nhat International Airport in Ho Chi Minh City at 07:55 local time, with a flight duration of approximately 2 hours and 5 minutes [1] - The return flight is set to leave Ho Chi Minh City at 08:55 local time and arrive back in Haikou at 11:55 Beijing time, with a flight duration of about 2 hours [1] Group 2: Ticketing and Services - Passengers can purchase tickets through various channels including the Hainan Airlines website, app, WeChat official account, service hotline 95339, and authorized ticketing agents [1] - Hainan Airlines offers a range of services such as premium seating options, prepaid baggage, in-flight upgrades, and business packages to cater to diverse travel needs [1]

新增的太原—芜湖—泉州航线每周二、四、六各执行一个往返航班。去程HU7633航班12:55从太原武宿 国际机场起飞，15:05抵达芜湖宣州机场，15:50再次起飞，17:25到达泉州晋江国际机场；返程HU7634 航班18:15从泉州起飞，20:00到达芜湖，20:50再次起飞后，23:00到达太原。具体航班信息以购票时查 询为准。后续，海南航空将根据市场需求适时增投运力，旅客可通过海南航空官方网站、APP、客服热 线95339以及各大正规机票销售平台查询及预订。（编辑：许浩存 校对：陈虹莹 审核：程凌） 冬春航季期间，海南航空在太原运营的国内航线共计16条，通达长沙、杭州、武汉、福州、南昌、大 连、三亚、合肥、厦门、珠海、南京、贵阳、海口、广州、乌鲁木齐、深圳等热门目的地，构建起覆盖 华东、华南、西南等区域的航线网络，为旅客出行提供更加多元、便捷的选择。 中国民航网 通讯员秦丽燕 报道：为持续优化航线网络布局，新海航海南航空将于2025年12月20日 起新增太原—芜湖—泉州航线，进一步丰富太原及周边地区旅客的出行选择。 ...

12月12日消息，近日有民航业内自媒体发布消息称，海航将试行飞行员体能素质提升指导意见。 该文件提到，全体在职且正常参与飞行的人员都要参与体测。每年两次（4月1次，11月1次），每人参 与一次即可。 测试项目有跑步和游泳。没有通过体测的飞行员需立即停飞，飞行部要对其制定帮扶提升计划，测试通 过后才可继续安排飞行。 如该计划实施，海航的飞行员体能素质提升计划或为行业首创。 | 年龄段 | 游泳 | 跑少 | 跑步 | 游泳 | 跑步 | | --- | --- | --- | --- | --- | --- | | | 400 米 | 3000 米 | 5000 米 | 300 米 | 150 24 | | 标准 | 达标 | 达标 | 达标 | 达标 | 散标 | | 性别 | 男性 | 男性 | 男性 | 女性 | 女性 | | 30岁以下(不含30岁) | 17 分钟 | 18分钟 | 40 分钟 | -17 分钟 | 9分钟 | | 30 岁-40岁(不含 40 岁 | 20 分钟 | 28 分钟 | 50分年 | 20 分钟 | 14 分钟 | | 40 岁-50岁(不含" | 23 分钟 | 30 ...

海南航空控股股份有限公司 2025 年第五次临时股东大会会议材料 二〇二五年十二月 目 录 | 1.关于购买飞机备用发动机的议案 | 1 | | --- | --- | | 2.关于修订《公司章程》的议案 | 5 | | 3.关于取消监事会并废止《监事会议事规则》的议案 | 51 | | 4.关于新增及修订公司部分治理制度的议案 | 52 | | 5.关于续聘会计师事务所的议案 | 53 | | 6.关于向海航货运有限公司增资暨关联交易的议案 | 56 | | 7.关于补充 2025 年度日常生产性关联交易预计金额的议案 | 65 | | 8.关于放弃参股公司增资认缴权暨关联交易的议案 | 69 | | 9.关于与控股子公司 2026 年互保额度的议案 | 74 | | 10.关于董事会换届选举第十一届非独立董事的议案 | 82 | | 11.关于董事会换届选举第十一届独立董事的议案 | 85 | 海南航空控股股份有限公司 关于购买飞机备用发动机的议案 各位股东、股东代表： 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 ...

2021年，辽宁方大集团正式接手海航控股的经营管理权，为公司注入资金并顺利完成破产重整；2022 年，海航控股成功"脱星摘帽"，公司财务风险得到化解，公司治理更加规范有效；2023年，海航控股全 年营业收入586.41亿元，归属于上市公司股东的净利润3.11亿元，实现扭亏为盈；在2024年一季度，海 航控股总体营收逾175亿元，同比提升33.48%，盈利6.87亿元，同比大增334.51%，再度实现经营性盈 利；2025年前三季度业绩持续攀升，归母净利润达28.45亿元，同比增长30.93%，净资产突破53.82亿 元，多项业绩指标领跑行业。这一系列稳健的财务表现，标志着公司在成本管控和精细化管理方面取得 了实质性突破。 本报讯(记者李雯珊)2025年12月8日，海南航空控股股份有限公司(以下简称"海航控股（600221）")迎来 加入辽宁方大集团（000055）实业有限公司(以下简称"方大集团")四周年。四载深耕，这家曾经历重整 阵痛的企业，通过战略重构、管理革新与政策赋能，成功实现了从"保生存"到"谋发展"的战略转变，以 优异的业绩表现展现出强劲复苏势头。这四年，是海航控股深化运营革新、推进精益管理、实现 ...

Core Viewpoint - The aviation sector is experiencing a rebound, with notable increases in stock prices for major airlines in China, including China Southern Airlines and Air China, as competition in the international route market intensifies in December [1][7]. Group 1: Market Trends - As of December 10, several airlines, including Eastern Airlines, Southern Airlines, Hainan Airlines, and Juneyao Airlines, have opened, increased, or resumed international routes, targeting the peak travel periods of New Year's, winter vacation, and Spring Festival [3][9]. - The competition in the international route market is heating up, indicating a strategic move by airlines to capture passenger flow during high-demand periods [3][9]. Group 2: Financial Outlook - Guotai Junan Securities has maintained an "overweight" rating on airline oil transportation, predicting a significant reduction in losses for the airline industry in Q4 2025 and an overall turnaround for the year [3][9]. - The report suggests that demand growth will drive ticket prices and profitability upward and that this trend is sustainable, recommending a contrarian approach to investing in the super cycle [3][9]. - Despite a slight correction in oil transportation rates, they remain at high levels, and the impact of the Russia-Ukraine negotiations is expected to be limited, with an optimistic outlook for future industry performance exceeding expectations [3][9].

转自：中国证券报·中证网 中证报中证网讯（王珞）近日，海航控股在海口美兰基地举办"投资者走进上市公司"活动，华源证券、 广发基金、泰康资产等16家机构的20余位代表参与调研。机构代表实地了解了公司机队结构、航线网 络、维修能力及运营效率等情况，并就公司经营与发展情况与管理层进行了交流。 公司表示，未来，海航控股将持续引进节能机型、推进数字化建设，进一步完善"国内快线+国际中 转"航线网络，加强产业链协同，把握自贸港发展机遇，以更稳健的步伐迈向高质量发展新征程，续写 自贸港"超级承运人"的崭新篇章。 安全运营方面，海航控股旗下海南航空已连续安全运行32年，并获得民航局颁发的"飞行安全钻石一星 奖"，成为国内首家获此殊荣的民营航司。公司始终坚守"安全第一"理念，通过落实双重预防机制、开 展重大隐患排查整治等举措，实现安全隐患动态"清零"，为高质量发展筑牢坚实根基。 在产业链布局上，公司近年来整合了培训、维修等相关资源。集团收回三亚航空旅游职业学院用于人才 培养；收购天羽飞训并实现盈利，强化了飞行员培训自主可控能力；增资海航技术优化资产结构，其所 在的海南自贸港一站式飞机维修基地已服务近50家国内外航司，带动航空维 ...

Core Insights - The international airline market is experiencing intensified competition as airlines prepare for peak travel periods around New Year's, winter holidays, and the Spring Festival [1] Group 1: New Route Developments - China Southern Airlines (CZ377) launched a new route from Guangzhou to Madrid, achieving over 90% seat occupancy on return flights [2] - China Southern Airlines also inaugurated a direct flight from Guangzhou to Darwin, reducing travel time to approximately 6 hours [2] - Eastern Airlines opened a significant new route from Shanghai to Buenos Aires via Auckland, marking the longest single-route flight globally and filling a gap in direct flights to South America [2] - Hainan Airlines announced three new Southeast Asia routes, including Haikou to Kuala Lumpur and Ho Chi Minh City, set to open in December [2][3] - Sichuan Airlines resumed its direct flight from Chengdu to Auckland [3] Group 2: Travel Demand and Booking Trends - Flight ticket bookings for the upcoming New Year holiday have surged, with domestic route bookings exceeding 1.06 million, a year-on-year increase of approximately 45%, and international route bookings surpassing 530,000, up about 15% [4] - Popular outbound destinations for the New Year include Bangkok, Seoul, and Singapore, with long-distance destinations like London and Sydney also in demand [4] - The travel booking platform reported a significant increase in interest for outbound travel products, with overall booking activity rising over 30% compared to the previous year [4] - There is a growing interest in long-haul destinations such as Australia, Turkey, Egypt, and Switzerland, indicating a shift towards more diverse travel options [5] - The expansion of international routes is expected to enhance flight accessibility and meet the increasing demand for travel from China and to China [5]

Company Insights - China Duty Free Group is a global leader in the duty-free market, monopolizing 85% of the duty-free market in Hainan [2] - HNA Group, a local company in Hainan, focuses on international and domestic air passenger and cargo transportation, benefiting from increased passenger flow due to tourism development in Hainan [2] Industry Developments - Hainan Free Trade Port is set to officially launch its island-wide customs closure operation on December 18, which will positively impact the development of Hainan as an international tourism consumption center [1] - The Hainan Free Trade Port is implementing various measures related to talent introduction, rural revitalization, optimizing the business environment, expanding tourism consumption, and pollution prevention, aiming to leverage its geographical and natural resource advantages [1]

Core Insights - The international airline market is experiencing intensified competition as airlines prepare for the peak travel season around New Year's, winter holidays, and the Spring Festival [1] Group 1: New Routes and Capacity Expansion - Multiple airlines, including China Eastern Airlines (CEA), China Southern Airlines (CSA), Hainan Airlines, and Juneyao Airlines, have launched, increased, or resumed international routes to capture passenger traffic [1] - CSA's new route from Guangzhou to Madrid has seen a high occupancy rate of over 90% for both outbound and return flights [2] - CSA has also launched a direct flight from Guangzhou to Darwin, reducing travel time to approximately 6 hours, and CEA has opened a significant route from Shanghai to Buenos Aires via Auckland, marking the longest single-route flight and filling a gap in direct flights to South America [4] Group 2: Southeast Asia and Future Plans - Hainan Airlines announced three new Southeast Asia routes, including direct flights from Qionghai to Kuala Lumpur and planned routes from Haikou to Ho Chi Minh City and Hanoi [6] - Juneyao Airlines plans to launch a direct flight from Shanghai to Tawau, Malaysia, in January 2026, enhancing access to popular diving destinations [6] - Sichuan Airlines has resumed its direct flight from Chengdu to Auckland, and CSA will increase its Guangzhou to Sydney flights to four round trips daily during the peak season [6] Group 3: Travel Demand and Booking Trends - Flight ticket bookings for the upcoming New Year holiday have increased significantly, with domestic route bookings exceeding 1.06 million, up approximately 45%, and international route bookings surpassing 530,000, up about 15% [7] - Popular international destinations for the New Year include Bangkok, Seoul, and Singapore, with long-haul destinations like London and Sydney also gaining traction [7] - There is a notable increase in bookings for long-distance flights to Australia, Turkey, Egypt, and Switzerland, indicating a shift in traveler preferences towards more diverse and distant destinations [8] Group 4: Market Outlook - The continuous opening and enhancement of mid- to long-haul international routes are expected to improve flight accessibility and expand the global route network [10] - New routes such as Guangzhou to Darwin and Shanghai to Buenos Aires effectively tap into the long-haul market, catering to the growing demand from Chinese travelers and foreign visitors to China [10]