Core Viewpoint - HNA Group (600221.SH) reported an increase in passenger capacity and revenue metrics for August 2025, indicating a positive trend in both passenger and cargo operations [1] Group 1: Passenger Operations - The group's passenger capacity input (measured in available seat kilometers) increased by 3.38% year-on-year [1] - Revenue passenger kilometers grew by 3.05% year-on-year [1] - The number of passengers transported rose by 0.69% year-on-year [1] Group 2: Cargo Operations - Cargo and mail revenue ton kilometers increased by 26.28% year-on-year [1] - The volume of cargo and mail transported grew by 21.56% year-on-year [1] - The cargo and mail load factor improved by 12.65 percentage points [1]

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 2025-088 海南航空控股股份有限公司 2025 年 8 月主要运营数据公告 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。 2025 年 8 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 | 2025 年 8 | 月 | 2025 年累计 | | | --- | --- | --- | --- | --- | | 数值 | | 同比变动（%） | 数值 | 同比变动（%） | | 收入客公里（RPK）（百万） | | | | | | 国内 | 11105.67 | -0.10 | 73361.61 | 2.40 | | 地区 | 30.63 | 13.04 | 200.06 | 44.86 | | 国际 | 2485.96 | 19.78 | 17460.73 | 51.72 | | 合计 | 13622.27 | 3.05 | 91022.40 | 9.28 | | 收入吨公 ...

Core Insights - HNA Group announced a 3.38% year-on-year increase in passenger capacity input (measured in available seat kilometers) for August 2025 [1] - Revenue passenger kilometers increased by 3.05% year-on-year [1] - Passenger transport volume saw a year-on-year growth of 0.69% [1] - Cargo and mail revenue ton kilometers experienced a significant year-on-year increase of 26.28% [1] - Cargo and mail transport volume grew by 21.56% year-on-year [1] - The cargo and mail load factor improved by 12.65 percentage points [1]

Market Overview - On September 15, the aviation and airport sector declined by 0.43%, with Huaxia Airlines leading the drop [1] - The Shanghai Composite Index closed at 3860.5, down 0.26%, while the Shenzhen Component Index closed at 13005.77, up 0.63% [1] Stock Performance - Key stocks in the aviation and airport sector showed varied performance, with Hainan Airlines closing at 1.62, up 0.62%, and Huaxia Airlines closing at 9.43, down 1.46% [1][2] - The trading volume and turnover for major stocks included Hainan Airlines with 6.048 million shares traded and a turnover of 983 million yuan, while Huaxia Airlines had 171,800 shares traded with a turnover of 163 million yuan [1][2] Capital Flow - The aviation and airport sector experienced a net outflow of 281 million yuan from institutional investors, while retail investors saw a net inflow of 236 million yuan [2] - The capital flow data indicated that major stocks like China Eastern Airlines and Huaxia Airlines faced significant net outflows from institutional investors, amounting to 4665.96 million yuan and 4426.03 million yuan respectively [3] Individual Stock Analysis - Baiyun Airport had a net inflow of 8.754 million yuan from institutional investors, while Shenzhen Airport saw a net inflow of 7.5584 million yuan [3] - In contrast, stocks like Spring Airlines and Hainan Airlines faced substantial net outflows, with Spring Airlines experiencing a net outflow of 33.8408 million yuan [3]

Core Viewpoint - Hainan Airlines has officially launched the Chongqing-Haikou-Auckland international route, enhancing connectivity between China and New Zealand [1] Route Details - The Chongqing-Haikou-Auckland route operates two round trips per week [1] - Outbound flight HU785 departs from Chongqing Jiangbei International Airport every Thursday and Saturday at 21:55, with a stopover in Haikou before arriving in Auckland at 18:10 local time the next day, totaling approximately 16 hours and 15 minutes of travel time [1] - Return flight HU786 departs from Auckland International Airport every Friday and Sunday at 20:45, with a stopover in Haikou before arriving back in Chongqing at 09:50 the next day, totaling approximately 17 hours and 5 minutes of travel time [1] Auckland Overview - Auckland is located in the northern part of New Zealand, covering an area of 1,086 square kilometers and has a population of about 1.46 million [1] - It is known as the "City of Sails" and serves as a significant transportation and shipping hub in the Southern Hemisphere, playing multiple roles in New Zealand's economy, culture, tourism, and shipping [1]

Core Points - Hainan Airlines flight HU7712 was forced to divert to Taiyuan due to sudden heavy rain in Beijing, causing passenger anxiety, particularly for one passenger needing urgent medical attention [1][3] - The flight took off from Shenzhen at 18:25 and was scheduled to arrive in Beijing at 21:15, but landed in Taiyuan at 22:38 due to weather conditions [3] - Hainan Airlines activated an emergency response plan, arranging for 36 passengers to be driven to Beijing overnight and providing accommodation for those choosing to return the next day [4] Emergency Response - The airline coordinated overnight transportation for 36 passengers who needed to return to Beijing immediately [4] - For passengers opting to stay overnight, Hainan Airlines provided food and lodging services [4] - A supplementary flight (HU771X) was scheduled to depart from Taiyuan at 12:05 on September 10 and successfully arrived in Beijing at 12:57 [4] Controversies and Clarifications - Some passengers expressed dissatisfaction with the order of announcements made by the captain, who first spoke in English due to being a foreign national [5] - Concerns were raised about the captain's qualifications, but industry experts clarified that the diversion was solely due to unsafe weather conditions, and all pilots are qualified to operate under various weather scenarios [5] - The strict regulations regarding crew duty times also contributed to the inability to resume the flight immediately after the diversion [5]

Core Points - Hainan Airlines flight HU7712 was forced to divert to Taiyuan due to sudden heavy rain in Beijing, causing passenger anxiety, particularly for one passenger needing urgent medical attention [2][5] - The flight took off from Shenzhen at 18:25 and was scheduled to arrive in Beijing at 21:15 but landed in Taiyuan at 22:38 instead [5] - Hainan Airlines activated an emergency response plan, arranging for 36 passengers to be driven to Beijing overnight and providing accommodation for those choosing to return the next day [6] Group 1 - The incident involved a passenger who, in distress over a scheduled surgery, pleaded for assistance from staff, highlighting the emotional impact of flight disruptions [2][5] - Hainan Airlines' staff stated that they needed to report the situation to higher management for resource allocation, which delayed immediate solutions for passengers [5][6] Group 2 - The airline's emergency measures included a supplementary flight (HU771X) that departed Taiyuan at 12:05 on September 10 and arrived in Beijing at 12:57 [6] - Passengers opting to return on their own were promised refunds for unused segments of their tickets [6] Group 3 - The incident sparked controversy regarding communication, as the captain made announcements first in English, leading to passenger dissatisfaction; the airline clarified this was in accordance with operational protocols [7] - Questions arose about the captain's qualifications, but industry experts confirmed that all pilots are trained to operate under various weather conditions, and the diversion was solely due to safety standards [7] - Regulations regarding crew flight time limits were cited as a reason for the inability to resume the flight immediately after the diversion [7]

Core Viewpoint - Hainan Airlines has officially launched the Chongqing-Haikou-Auckland international route, enhancing economic and cultural exchanges between China and New Zealand [1] Group 1: Route Information - The Chongqing-Haikou-Auckland route will operate two round trips per week, with flight HU785 departing from Chongqing every Thursday and Saturday at 21:55, arriving in Auckland at 18:10 the next day [3] - The return flight HU786 will leave Auckland every Friday and Sunday at 20:45, arriving back in Chongqing at 09:50 the following day [3] - The total flight duration for HU785 is approximately 16 hours and 15 minutes, while HU786 takes about 17 hours and 5 minutes [3] Group 2: Strategic Importance - Chongqing is a key strategic point for the western development initiative and serves as a crucial link in the Belt and Road Initiative and the Yangtze River Economic Belt [5] - Hainan Airlines is committed to developing its business in Chongqing and aims to promote the construction of an international aviation hub in the region [5] - The airline has established a comprehensive international route network from Chongqing, covering destinations such as Seattle, Paris, Rome, Madrid, Osaka, Bangkok, and Auckland [6] Group 3: Service Offerings - Hainan Airlines provides various travel options for passengers, including seat selection, prepaid baggage, in-flight upgrades, and business packages to cater to diverse travel needs [3] - The airline has restored, newly opened, and plans to operate over 70 international and regional round-trip passenger routes from various cities, including Beijing, Shanghai, Shenzhen, and Guangzhou [6]

Core Points - Hainan Airlines has officially launched the Chongqing-Haikou-Auckland international route as of September 13, 2023 [1] - The new route will operate two round trips per week, enhancing connectivity between China and New Zealand [3] Flight Schedule - The outbound flight HU785 departs from Chongqing Jiangbei International Airport every Thursday and Saturday at 21:55, with a stopover in Haikou and arriving in Auckland at 18:10 the next day, taking approximately 16 hours and 15 minutes [3] - The return flight HU786 departs from Auckland International Airport every Friday and Sunday at 20:45, with a stopover in Haikou and arriving in Chongqing at 9:50 the next day, taking approximately 17 hours and 5 minutes [3]

Core Points - The new international passenger route "Chongqing ⇌ Haikou ⇌ Auckland" has been launched, enhancing the connectivity between mainland China, Haikou, and Australia/New Zealand, facilitating trade and cultural exchanges [1][3]. Group 1: Route Details - The route is operated by Hainan Airlines using Boeing 787 wide-body aircraft, with flights scheduled twice a week on Thursdays and Saturdays [3]. - The outbound flight HU785 departs Chongqing at 21:55 Beijing time, arrives in Haikou at 00:25 the next day, and then departs Haikou at 2:55, reaching Auckland at 18:10 local time [3]. - The return flight HU786 leaves Auckland at 20:45 local time, arrives in Haikou at 5:00 Beijing time the next day, and then departs Haikou at 7:30, arriving in Chongqing at 9:50 [3]. Group 2: Passenger Experience Enhancements - Starting from August, Haikou Meilan International Airport has upgraded benefits for international and regional transfer passengers, offering dining vouchers or free hotel stays based on transfer duration [5]. - Non-Haikou residents traveling from Meilan Airport on international and regional outbound flights can also enjoy similar benefits [5]. - Passengers are advised to complete check-in procedures at least 45 minutes before the scheduled departure time [5].