据了解，海南航空海口—胡志明市国际航线计划每周执行2个往返航班，班期为每周一、周五。去程航 班计划北京时间6:50从海口美兰国际机场起飞，当地时间7:55抵达胡志明市新山一国际机场，飞行时长 预计2小时5分钟；返程航班计划当地时间8:55从胡志明市新山一国际机场起飞，北京时间11:55到达海 口美兰国际机场，飞行时长预计2小时(以上航班信息、时刻及飞行时长仅供参考，以实际查询为准)。 北京商报讯(记者关子辰牛清妍)12月3日，北京商报记者从海南航空获悉，海南航空计划于12月15日起 开通海口—胡志明市直飞航线。 ...

Group 1 - The core point of the article highlights the operational capabilities of the largest engine test stand in China, located at Haikou Meilan Airport, which can support thrust testing for engines up to 150,000 pounds [2] - The test stand is designed to meet the testing requirements for mainstream global aircraft engine models, indicating its significance in the aviation industry [2] - In the first ten months of this year, the bonded maintenance goods value in Haikou Airport Comprehensive Bonded Zone reached 47.86 billion yuan, representing a year-on-year growth of 71.8% [2]

21世纪经济报道记者贺泓源、实习生李音桦 海南全岛封关运作进入倒计时。 海航控股提到，在1-10月，该公司在海口美兰机场的国际旅客运输量同比增长79%，创近五年新高。 这在波动市场中，是难得的利好。 财报显示，三季度，海航控股营收同比增长1.84%至203.54亿元；归母净利润同比下滑0.75%至27.88亿 元。作为对比，同期，国航营收同比增长0.9%至491亿元；归母净利润同比下滑11.3%至36.8亿元。 对于未来，海航控股显得颇具信心。 该公司在近期的机构交流中提到，封关运作后，海航控股可享受多项税收优惠政策，将有效降低财务成 本并吸引高端紧缺人才；飞机购置零关税、部分航材零关税，以及最大化实现保税航油政策全面落地， 将大幅降低核心运营成本。 此外，海航控股正在大力发展中转经济。 比如，在海口机场中转厅改造启用仅1个月内，成功开通海口首条国际转国际航线，实现海南省国际转 国际业务"零的突破"。同时，全面开通在飞洲际航线通程业务（含悉尼、墨尔本、奥克兰、莫斯科、伦 敦），实现海口洲际通程中转开通率为100%。 同时，海航控股协同边检完成旅客证件核验专项培训工作，于11月5日正式落实"24小时国际转国际过 ...

Group 1: Hainan Free Trade Port - Hainan Free Trade Port will officially start its full customs closure operation on December 18, 2025, creating a special customs supervision area with policies characterized by "one line open, two lines controlled, and free flow within the island" [1] - The "one line open" policy allows for free and convenient entry and exit between Hainan and other countries, while the "two lines controlled" policy implements precise management for the content opened to the "one line" [1] Group 2: Hainan Airlines Opportunities - Hainan Airlines (HNA Holding) anticipates benefiting from multiple tax incentives post customs closure, which will effectively reduce financial costs and attract high-end talent [2] - The company will enjoy zero tariffs on aircraft purchases and certain aviation materials, as well as the full implementation of bonded aviation fuel policies, significantly lowering core operating costs [2] Group 3: International Transit Development - HNA Holding is actively developing its transit economy, having successfully opened its first international-to-international route at Haikou Airport within one month of the terminal's renovation [3] - The company has achieved a 100% opening rate for intercontinental transit routes from Haikou, including destinations like Sydney, Melbourne, Auckland, Moscow, and London [3] - A policy allowing international transit passengers to bypass border inspection procedures has been implemented, enhancing the efficiency of international transfers [3] Group 4: Passenger Growth and Financial Performance - From January to October, HNA Holding's international passenger transport volume at Haikou Meilan Airport increased by 79% year-on-year, marking a five-year high [4] - In Q3, HNA Holding's revenue grew by 1.84% to 20.354 billion yuan, while net profit attributable to shareholders decreased by 0.75% to 2.788 billion yuan [5] - In comparison, Air China reported a revenue increase of 0.9% to 49.1 billion yuan, with a net profit decline of 11.3% to 3.68 billion yuan during the same period [5] Group 5: Future Outlook - HNA Holding expresses confidence in the future, anticipating that the extended nine-day Spring Festival holiday in 2026 will inject new momentum into the market, leading to significant increases in return home visits, cross-border tourism, and long-distance travel [6]

Core Viewpoint - HNA Group expresses optimism about the upcoming Spring Festival travel market, anticipating significant growth due to an extended holiday period and a trend of "leave-sharing" travel [1] Group 1 - The 2026 Spring Festival will feature a 9-day extended holiday, which is expected to inject new momentum into the market [1] - The combination of the long holiday and the "leave-sharing" travel trend is projected to generate a large volume of return trips for family visits, cross-border tourism, and long-distance travel [1] - HNA Group forecasts that the performance of the Spring Festival travel market in 2026 is likely to surpass historical levels for the same period [1]

Core Insights - The aviation and airport sector experienced a decline of 0.34% on December 2, with Huaxia Airlines leading the drop [1] - The Shanghai Composite Index closed at 3897.71, down 0.42%, while the Shenzhen Component Index closed at 13056.7, down 0.68% [1] Stock Performance - Xiamen Airport (600897) closed at 16.34, up 1.18% with a trading volume of 72,500 shares and a turnover of 119 million yuan [1] - Baiyun Airport (600004) closed at 9.75, up 0.93% with a trading volume of 176,000 shares and a turnover of 171 million yuan [1] - Shenzhen Airport (000089) closed at 6.99, up 0.72% with a trading volume of 108,500 shares and a turnover of 7.56 million yuan [1] - China Eastern Airlines (600115) remained unchanged at 5.12 with a trading volume of 674,100 shares and a turnover of 345 million yuan [1] - Huaxia Airlines (002928) closed at 9.93, down 2.36% with a trading volume of 206,800 shares and a turnover of 207 million yuan [2] Capital Flow - The aviation and airport sector saw a net outflow of 82.29 million yuan from institutional investors and 44.87 million yuan from retail investors, while individual investors had a net inflow of 127 million yuan [2] - Notable capital flows included: - Southern Airlines (600029) had a net inflow of 15.42 million yuan from institutional investors [3] - Spring Airlines (601021) saw a net inflow of 9.77 million yuan from institutional investors [3] - China Eastern Airlines (600115) experienced a net outflow of 5.52 million yuan from institutional investors [3]

公告还显示，包括海航控股在内的全体原股东放弃认缴增资额部分，由外部投资人重庆瀚翼盛航企业管 理合伙企业（有限合伙）、重庆盛翱鸿巍企业管理合伙企业（有限合伙）认缴，认缴金额分别为6亿元 人民币、9.5亿元人民币。本次增资完成后，海航控股持股比例预计由 28.43%稀释至 13.94%。 北京商报讯（记者关子辰牛清妍）12月1日晚间，海航控股发布公告，其参股公司西部航空有限责任公 司（以下简称"西部航空"）因业务需要，拟增加注册资本不低于15.5亿元人民币。 （文章来源：北京商报） ...

Core Viewpoint - The issue of "seat locking" and paid seat selection services by airlines has sparked widespread discussion among consumers, with many reporting that desirable seats in economy class are often locked and require additional fees to select [1] Group 1: Investigation Results - The Jiangsu Provincial Consumer Rights Protection Committee conducted a survey of 10 domestic airlines, including China Southern Airlines, Air China, Hainan Airlines, Xiamen Airlines, Shenzhen Airlines, Shandong Airlines, Sichuan Airlines, Eastern Airlines, Spring Airlines, and Juneyao Airlines [1] - The survey revealed that all 10 airlines engage in seat locking practices, with Xiamen Airlines having a seat locking rate as high as 42.5%, while most airlines reported seat locking rates exceeding 30%, and some even surpassing 50% [1] - The Jiangsu Provincial Consumer Rights Protection Committee has issued clear rectification requirements to the 10 airlines regarding the seat locking issue, demanding written reports on corrective actions within 15 working days [1]

近段时间，飞机"锁座"以及有偿选座服务引发广泛热议，不少消费者反映，在线选座时，经济舱前排、靠窗、靠过道等较为便利、舒适的座位常被单独锁 定，要想选择则需要额外付费。对此，消费者是怎么看的呢？ 记者在采访中发现，不少消费者都遭遇过飞机"锁座"的情况。张女士告诉记者，如果没有足够的积分，要想兑换心仪的座位就需要花钱购买积分，对此，张 女士算了一笔账。 消费者 张女士：我在它的App上看到，它显示的是10个积分两块钱。按照这个兑换，第一排需要2000积分，换算下来需要额外加400元，对于我来说是不公 平的。我既然购买了经济舱机票，我应该拥有去选择座位的权利。 江苏省消保委已对10家航司展开调查 针对旅客反映航班"锁座"的问题，江苏省消费者权益保护委员会选取了国内10家航空公司进行调查，包括南方航空、中国国航、海南航空、厦门航空、深圳 航空、山东航空、四川航空、东方航空、春秋航空、吉祥航空，并于近日（11月26日）公布了调查结果。 此次调查通过实际购票体验等方式，重点核查这10家航空公司在经济舱的锁座比例、锁座范围、兑换模式等内容，结果发现，这10家航空公司的经济舱均存 在锁座行为，购票阶段锁座比例介于19.9%到 ...

海航控股（600221）(600221.SH)发布公告，海航货运有限公司(简称"海航货运")为增强资本实力，优化 资产负债结构，促进其业务发展拟增资扩股，公司为把握航空货运市场增长机遇，提升与腹舱货运代理 单位战略协同，拟以自有资金7.5亿元对海航货运进行增资，本次增资完成后，公司将持有海航货运 16.2227%股权。 ...