Group 1 - The company plans to introduce 2 B737-8MAX aircraft, 2 A330-300 aircraft, and 2 A320 aircraft by July 2025, while retiring 2 B737-800 aircraft [1] - As of the end of July 2025, the company's passenger capacity (measured in available seat kilometers) is expected to increase by 4.09% year-on-year [1] - Revenue passenger kilometers are projected to grow by 3.15% year-on-year, and passenger transport volume is anticipated to rise by 0.19% [1] Group 2 - Cargo and mail revenue ton kilometers are expected to increase by 32.50% year-on-year, indicating strong growth in freight and mail transport volume [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 2025-066 海南航空控股股份有限公司 2025 年 7 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 7 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 7 | 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 | 10462.42 | -0.42 | 62255.93 | 2.85 | | 地区 | 28.69 | 24.29 | 169.43 | 52.63 | | 国际 | 2428.82 | 21.73 | 14974.77 | 58.75 | | 合计 | 12919.93 | 3.15 | 77400.12 | 10.46 | | 收入吨 ...

Market Performance - On August 15, the aviation and airport sector rose by 1.7%, with China Eastern Airlines leading the gains [1] - The Shanghai Composite Index closed at 3696.77, up 0.83%, while the Shenzhen Component Index closed at 11634.67, up 1.6% [1] Stock Performance - China Eastern Airlines (600115) closed at 4.01, up 4.16% with a trading volume of 1.8955 million shares and a turnover of 750 million yuan [1] - Other notable performers included CITIC Offshore Helicopter (000099) at 23.58, up 3.19%, and Xiamen Airport (600897) at 14.79, up 0.48% [1][2] Capital Flow - The aviation and airport sector saw a net inflow of 193 million yuan from institutional investors, while retail investors experienced a net outflow of 60.53 million yuan [2][3] - Major stocks like China Eastern Airlines and Southern Airlines had varying capital flows, with China Eastern Airlines seeing a net inflow of 1.76 million yuan from institutional investors [3]

Core Insights - Hainan Airlines will launch a pet cabin service on the Beijing-Bangkok international route starting August 15, reflecting the competitive landscape in the domestic aviation industry regarding pet transport services [1] - The introduction of pet cabin services by various airlines since 2025 has become a key strategy to attract high-net-worth customers [2] - Low-cost carriers are also entering the pet transport market, offering unique services to cater to pet owners [3] - International airlines have different service models for pet cabin transport, with specific requirements and fees [4] - The introduction and upgrade of pet cabin services are seen as effective means for the civil aviation industry to address homogenization and expand revenue [4] Company Developments - Hainan Airlines is the first domestic airline to offer international pet cabin services, allowing small cats and dogs in the cabin with specific health documentation and a "first come, first served" quota system [1] - The airline has expanded its pet cabin service to 35 domestic airports and has introduced a dual model of "regular service + charter customization" [1] - Eastern Airlines has added 16 new pet-exclusive routes, increasing its total to 17, while Southern Airlines has enhanced its service capacity by increasing the number of pets allowed per flight [2] - Low-cost carriers like Spring Airlines and Juneyao Airlines are also launching pet-friendly services, with Spring Airlines offering a "pet-friendly three-seat area" [3] Industry Trends - The pet cabin service has become a significant trend among domestic airlines, with various carriers implementing different policies regarding pet transport [2][3] - Airlines are differentiating their services through pricing strategies, with traditional carriers charging between 1288-1500 yuan per segment, while Spring Airlines offers a lower starting price of 999 yuan [3] - The willingness of pet owners to pay a premium for pet services presents an opportunity for airlines to optimize their customer base [4] - The pet service sector is driving the extension of the industry chain, with airlines exploring partnerships for pet insurance and travel packages [4]

Core Points - Hainan Airlines will launch a pet cabin service on the Beijing-Bangkok international route starting August 15, 2025, becoming the first airline in mainland China to offer this service on international and regional routes [1][2] - This initiative marks a significant international breakthrough in the "pet-friendly" service sector for Hainan Airlines, aiming to enhance the travel experience for passengers [1] Service Details - Passengers traveling on Hainan Airlines' Beijing-Bangkok flights can apply to bring small pets (only domesticated cats and dogs) into the cabin, allowing them to share the journey [2] - The service is currently limited to the economy class of the Beijing-Bangkok route, with plans to expand to more international and regional routes based on passenger demand and operational conditions [2] - There are specific application requirements for passengers, including being an adult, not being a special assistance passenger, and providing necessary documentation such as health certificates and vaccination proof for the pet [2] - Each passenger is allowed to bring only one pet into the cabin for international routes, while domestic flights permit up to two pets [2]

Core Viewpoint - Starting from August 15, Hainan Airlines has officially launched a pet cabin service on its Beijing-Bangkok international route, becoming the first airline in mainland China to offer this service on international and regional flights [1] Group 1: Hainan Airlines' Pet Cabin Service - Hainan Airlines allows passengers to carry small pets (domesticated cats and dogs) in the cabin on the Beijing-Bangkok route, with the service currently available only in economy class [1] - The number of pets allowed in the cabin per flight is limited and will be allocated on a "first come, first served" basis [1] - Passengers must meet specific application conditions, including being an adult and not belonging to special assistance groups, and must provide various documents such as health certificates and vaccination proof for their pets [1] Group 2: Industry Trends - The demand for traveling with pets has increased this year, prompting several domestic airlines to launch or upgrade their pet cabin services [1] - China Southern Airlines has also enhanced its pet cabin service, increasing the number of pets allowed per flight from 2 to 4 and removing restrictions on short-nosed breeds [1] - Other airlines, including China Eastern Airlines, Juneyao Airlines, and Spring Airlines, have initiated pilot programs for pet cabin services, with China Eastern adding 16 dedicated pet routes [1]

Core Viewpoint - Hainan Airlines is enhancing its pet cabin service on international flights, starting from August 15, to gain a competitive edge in the market, following the trend set by other major airlines in China [1][5]. Group 1: Service Details - From August 15, passengers on Hainan Airlines' Beijing-Bangkok flights can apply to bring small pets (cats and dogs) into the cabin, with limited spots available on each flight [1]. - Passengers must meet specific application criteria, including being an adult and providing necessary documentation such as health certificates and vaccination proof for their pets [1][2]. - Unlike domestic flights where passengers can bring two pets, international flights allow only one pet per passenger [2]. Group 2: Industry Trends - The pet cabin service has become a significant strategy for airlines to attract travelers and increase revenue, with several airlines, including China Southern Airlines, also upgrading their pet services this year [3]. - The overall travel market is experiencing a resurgence, with domestic passenger numbers exceeding 60.34 million in July, marking a new high, and international passenger numbers growing by approximately 10% [3]. Group 3: Competitive Landscape - The introduction and enhancement of pet cabin services are seen as effective measures for airlines to differentiate themselves in a highly competitive market [4]. - Airlines are targeting pet owners, who are generally willing to pay a premium for enhanced services, thus optimizing their customer base and reducing seat loss [4].

金融界消息 截至2025年8月14日收盘，海航控股（600221）报收于1.48元，下跌2.63%，换手率1.04%， 成交量340.24万手，成交金额5.09亿元。 来源：金融界 海航控股最新一期业绩显示，截至2025一季报，公司营业总收入176.01亿元、同比增长0.29%，归属净 利润2.72亿元，同比减少60.34%，扣非净利润2.58亿元，同比减少57.98%，流动比率0.828、速动比率 0.766、资产负债率98.75%。 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44家企业，参与招投标项目588次， 知识产权方面有商标信息157条，专利信息42条，此外企业还拥有行政许可120个。 资金流向方面，今日主力资金净流出4284.03万元，占比成交额8.41%。其中，超大单净流出1512.18万 元、占成交额2.97%，大单净流出2771.84万元、占成交额5 ...

据海南航空介绍，8月15日起，搭乘海南航空北京往返曼谷国际航班的旅客，可申请携带符合条件的小 型宠物（仅限家庭驯养的猫、犬）进入客舱，与爱宠共享温馨的跨境飞行旅程。不过，每个航班客舱内 可运输的宠物数量有限，海南航空将遵循"先到先得"的原则进行分配。 北京商报记者注意到，海南航空对宠物进客舱服务设定了明确的申请条件。申请旅客需为成年人，且不 属于无陪旅客、病残旅客或孕妇等需要特殊协助的旅客群体；申请旅客需准备并提交《动物卫生证 明》、宠物疫苗注射证明、宠物身份标识、入境文件，并填写运输协议书。 值得注意的是，与国内航线不同，旅客申请国际及地区航线宠物进客舱服务需提前办理宠物身份标识、 入境文件等手续，并且每名旅客最多仅限带1只宠物进入客舱（国内航班最多可同时携带两只宠物）。 事实上，这并非海南航空宠物进客舱服务在今年暑期的首次升级。海南航空曾在7月28日就推出过"一人 两宠"服务，旅客可在符合相关规定的前提下，同时携带两只宠物进入客舱。 8月14日，海南航空宣布将于8月15日起在北京—曼谷国际航班上推出宠物进客舱服务。继三周前推出国 内航线"一人两宠"服务后，海南航空在暑运高峰进一步升级宠物进客舱服务，意图在 ...

北京商报讯（记者 关子辰 牛清妍）8月14日，海南航空宣布，自8月15日起将在北京—曼谷国际往返航 线上正式推出宠物进客舱服务。由此，海南航空将成为中国内地首家开通国际及地区航线宠物进客舱服 务的航空公司。 据介绍，自8月15日起，搭乘海南航空北京往返曼谷国际航班的旅客，可申请携带符合条件的小型宠物 （仅限家庭驯养的猫、犬）进入客舱。目前，该服务仅限在北京—曼谷往返航线的经济舱上开放，后续 将根据旅客需求及运营情况逐步拓展至更多国际及地区航线。 海南航空方面表示，每个航班客舱内可运输的宠物数量有限，将遵循"先到先得"的原则进行分配。 为了确保宠物在运输过程中的安全、舒适与卫生，同时保障客舱其他旅客的乘机体验，海南航空对宠物 进客舱服务设定了明确的申请条件：申请旅客需为成年人，且不属于无陪旅客、病残旅客或孕妇等需要 特殊协助的旅客群体；申请旅客需准备并提交《动物卫生证明》、宠物疫苗注射证明、宠物身份标识、 入境文件，并填写运输协议书。 与国内航线不同，旅客申请国际及地区航线宠物进客舱服务需提前办理宠物身份标识、入境文件等手 续，每名旅客最多仅限带1只宠物进入客舱（国内航班最多可同时携带两只宠物）。 ...