Core Viewpoint - Hainan Airlines, a subsidiary of HNA Group, has shown strong operational performance in August 2025, with significant growth in both domestic and international markets, supported by strategic management and service innovations [1][2][3] Group 1: Operational Performance - In August 2025, HNA Group reported a revenue passenger kilometer (RPK) of 13,622.27 million kilometers, with international RPK increasing by 19.78% to 2,485.96 million kilometers [1] - Passenger transport volume grew by 0.69% year-on-year, reaching 7,204.76 thousand passengers, while international passenger transport volume surged by 20.58% to 376.09 thousand passengers [1] - Available seat kilometers (ASK) increased by 3.38% year-on-year, totaling 15,541.16 million kilometers [1] Group 2: Strategic Developments - Hainan Airlines has opened and increased frequency on 10 international and regional routes from Haikou in 2025, enhancing connectivity with major cities in Europe and Southeast Asia [2] - The airline plans to establish a route network connecting ASEAN capitals to Middle Eastern cities via Haikou and is working on new routes to European cities [2] Group 3: Service Innovations - Hainan Airlines introduced several service upgrades to enhance passenger experience, including a new boarding process for travelers without checked luggage and the launch of pet cabin services on international flights [2] - The airline opened a new VIP lounge in collaboration with InterContinental Hotels Group, marking a new model of travel integration [2] Group 4: Summer Operations - During the 62-day summer peak season of 2025, Hainan Airlines executed over 52,000 domestic and international flights, transporting over 8.53 million passengers [3] - On August 15, domestic flights reached a single-day passenger count of 135,000, while international flights executed 4,262 flights, averaging 68 flights per day, marking a 44% increase from 2024 [3]

Core Insights - The aviation and airport sector experienced a rise of 1.24% on September 16, with HNA Holding leading the gains [1] - The Shanghai Composite Index closed at 3861.87, up 0.04%, while the Shenzhen Component Index closed at 13063.97, up 0.45% [1] Stock Performance - HNA Holding (600221) closed at 1.69, with a gain of 4.32% and a trading volume of 10.23 million shares, amounting to a turnover of 1.702 billion yuan [1] - Huaxia Airlines (002928) closed at 9.80, up 3.92%, with a trading volume of 211,400 shares and a turnover of 204 million yuan [1] - Spring Airlines (601021) closed at 53.50, gaining 1.98% with a trading volume of 74,400 shares and a turnover of 397 million yuan [1] - China National Airlines (601111) closed at 7.92, up 1.67%, with a trading volume of 714,600 shares and a turnover of 564 million yuan [1] - China Eastern Airlines (600115) closed at 4.02, gaining 1.01% with a trading volume of 2.1582 million shares and a turnover of 866 million yuan [1] - Other notable performances include: - Xiamen Airlines (600897) down 0.07% to 14.72 [1] - Shanghai Airport (600009) down 0.06% to 32.06 [1] Capital Flow - The aviation and airport sector saw a net outflow of 271 million yuan from institutional investors, while retail investors contributed a net inflow of 178 million yuan [2] - HNA Holding experienced a net inflow of 79.14 million yuan from institutional investors, despite a net outflow from retail investors [2] - Spring Airlines had a net inflow of 7.38 million yuan from institutional investors, with retail investors contributing positively [2] - China National Airlines faced a net outflow of 4.23 million yuan from institutional investors, while retail investors had a significant net outflow [2] - Xiamen Airport saw a net outflow of 1.34 million yuan from institutional investors, but retail investors contributed positively [2]

Core Insights - Hainan Airlines Holdings Co., Ltd. reported strong operational data for August 2025, with significant growth in both domestic and international markets [2][3]. Group 1: Operational Performance - In August, the company achieved revenue passenger kilometers (RPK) of 13,622.27 million kilometers, with international RPK increasing by 19.78% to 2,485.96 million kilometers [2]. - Passenger transport volume grew by 0.69% year-on-year, reaching 7,204.76 thousand passengers, while international passenger transport volume surged by 20.58% to 376.09 thousand passengers [2]. - The capacity input for passenger transport, measured in available seat kilometers, increased by 3.38% to 15,541.16 million kilometers [2]. Group 2: Route Expansion and Network Development - The company has actively expanded its route network, launching and increasing the frequency of 10 new international and regional routes from Haikou in 2025 [3]. - These new and enhanced routes have improved travel options for passengers and strengthened the company's competitive position in the international aviation market [3]. Group 3: Summer Travel Season Performance - During the summer travel season from July 1 to August 31, the company executed over 52,000 domestic and international flights, transporting more than 8.53 million passengers [4]. - On August 15, the company recorded a peak daily passenger transport of 135,000 on domestic flights, marking the highest single-day volume during the summer season [4]. - The company executed 4,262 international flights during the summer, with a 44% year-on-year increase, and transported over 760,000 international passengers, a 33% increase [4]. Group 4: Safety and Management Initiatives - The company emphasized safety during the peak travel season, implementing detailed measures to ensure operational stability amid high passenger volumes and variable weather conditions [4]. - Future strategies include refined management practices and continued innovation to enhance service quality and efficiency in air transport [4].

北京商报讯（记者 关子辰 牛清妍）9月15日，海航控股发布的月度运营数据显示，8月客运运力投入 （按可利用座公里计）同比上升3.38%；旅客周转量（按收入客公里计）同比上升3.05%；客座率为 87.65%，同比下降0.29个百分点。 ...

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]