| 关于东航 | | | | --- | --- | --- | | | 彩89位置: 首页 > 公告讯息 > 公告新闻 > 通知公告 | | | ■ 出行提示 | > | 关于日本相关航线客票特殊处理的通售 2025-11-15 | | ■ 行李服务 | > | 尊歌的旅客: | | ● 预订指引 | > | 近日,外交部和中国驻日本使领馆就中国公民前往日本发布郑圃翅膀。为协助行程沙及日本和线的旅客更好地安排 出行,现发布东航涉及日本航线进出湘航班客顺特殊处置方案,具体内容如下: | | | | 一、透用范围 | | × 机上服务 | ﺍﻟﺮﻳﺎ | (一) 乐射781容猥琐开的国际、地区成国内航班,客票中至少含有一段来使用的涉及日本(包括但不限于东京、 | | | | 大阪、广乌、札幌、小松、鹿儿岛、长崎、新河、冈山、福冈、静冈、名古屋、松山、冲绳、富山、熊本）进港、出港 | | ■ 公告新闻 | 14 | 或经停航班(包括东莞、上药或其他航空公司航班),标班起飞日期在2025年11月15日至2025年12月31日期间,同一 | | | | 答顾内的其他未使用航段日期不限。 | 南航发布的适用范围为：20 ...

Investment Rating - The report recommends a "Buy" rating for the aviation sector, highlighting strong supply logic and elastic demand, with specific recommendations for several airlines and global aircraft leasing companies [4][104][105]. Core Insights - The global aviation market is experiencing steady recovery, with passenger turnover (RPK) increasing by 4.8% year-on-year in the first three quarters of 2025, driven by international routes [4][7]. - The report emphasizes the ongoing constraints in the aircraft manufacturing supply chain, predicting that the trend of aging aircraft will continue for the next 5-10 years, leading to significant supply limitations [4][104]. - Airlines are expected to see substantial improvements in profitability as they approach a pivotal moment in the industry, with a notable increase in international passenger traffic anticipated [4][104]. Summary by Sections Global Aviation Market Overview - The global aviation market is stabilizing, with RPK growth of 4.8% and ASK growth of 4.7% in the first three quarters of 2025, resulting in an overall passenger load factor increase to 83.5% [4][7]. - The Asia-Pacific region leads in RPK growth at 7.7%, while North America shows minimal growth [4][13]. U.S. Aviation Market Tracking - In Q3 2025, U.S. airline ticket sales saw a rebound with domestic passenger volume up by 7.4% and average ticket prices increasing by 4.1% [4][43]. - The report notes a divergence in performance among major U.S. airlines, with Delta Airlines showing significant profit growth while American Airlines reported losses [4][61][69]. European Aviation Market Tracking - The European aviation market has shown steady recovery, with passenger volumes returning to pre-pandemic levels and ticket prices experiencing slight increases [4][74][83]. - Lufthansa reported a 4% increase in revenue for Q3 2025, driven by strong demand for leisure travel [4][83]. Asian Aviation Market Tracking - Major airports in Southeast Asia and Japan are experiencing continued growth, with passenger volumes surpassing pre-pandemic levels [4][88][94]. - The report highlights the strong recovery in passenger traffic at key transit airports, benefiting from robust demand [4][94]. Investment Analysis - The report suggests that the aviation sector is at a turning point, with airlines likely to experience a "golden era" of profitability due to increasing international travel and effective capacity management [4][104]. - Specific airline recommendations include China Eastern Airlines, China Southern Airlines, and Spring Airlines, among others, with a focus on companies showing continuous improvement in performance [4][104][105].

Group 1: China Construction - The total new contracts signed by China Construction from January to October reached 3.61 trillion yuan, representing a year-on-year increase of 1% [1] Group 2: Changyuan Power - Changyuan Power's subsidiary received approval for the 100MW wind power project in Songzi, Hubei [2] Group 3: China Metallurgical Group - China Metallurgical Group reported a total new contract amount of 845.07 billion yuan from January to October, a decrease of 11.8% year-on-year, while overseas contracts increased by 7.3% to 71.16 billion yuan [4] Group 4: Shapuaisi - Shapuaisi received approval for clinical trials of deoxycorticosterone ketone solution, intended for use during cataract surgery [5] Group 5: Jianfeng Group - Jianfeng Group's subsidiary received approval for clinical trials of a new drug for treating advanced non-squamous non-small cell lung cancer [7] Group 6: Chongqing Steel - Chongqing Steel announced the resignation of its president Meng Wenwang due to work adjustments [8] Group 7: Tianma Technology - Tianma Technology reported an output of approximately 1732.99 tons of eel in October, with a total output of about 15218.73 tons from January to October [10] Group 8: Qingyuan Co. - Qingyuan Co.'s controlling shareholder reduced holdings of convertible bonds by 685,400 units, accounting for 13.71% of the total issuance [11] Group 9: Spring Airlines - Spring Airlines reported a passenger turnover of 506,200.49 million kilometers in October, a year-on-year increase of 20.06% [12] Group 10: China Merchants Port - China Merchants Port reported a total container volume of 17.1714 million TEUs from January to October, a year-on-year increase of 5.1% [13] Group 11: Yangdian Technology - Yangdian Technology announced a change in control following a share transfer [15] Group 12: Wanfu Biology - Wanfu Biology decided to postpone the implementation of its Knowledge City production base project [16] Group 13: Iwu Biology - Iwu Biology terminated the research project for a specific drug, which will reduce its 2025 net profit by approximately 333.79 million yuan [17] Group 14: Hainan Rubber - Hainan Rubber received an insurance payout of 22.9241 million yuan due to revenue loss from rubber price fluctuations [19] Group 15: Xinjiang Tianye - Xinjiang Tianye plans to establish a joint venture with Tianchi Energy to develop coal chemical projects [20] Group 16: China Coal Energy - China Coal Energy's executive director and president Zhao Rongzhe resigned due to reaching retirement age [22] Group 17: Huading Co. - Huading Co. received approval for a stock issuance to specific investors from the Shanghai Stock Exchange [24] Group 18: Zhongmu Co. - Zhongmu Co. decided to waive its right of first refusal for a 4.04% stake in a subsidiary [25] Group 19: Tianlong Co. - Tianlong Co. reported that its subsidiary's stock issuance was approved by the Beijing Stock Exchange [26] Group 20: Hualan Co. - Hualan Co.'s subsidiary plans to invest 20 million yuan in a biotechnology company [27] Group 21: Haichen Pharmaceutical - Haichen Pharmaceutical received a drug registration certificate for a new injection [28] Group 22: Aier Eye Hospital - Aier Eye Hospital plans to invest 300 million yuan in wealth management products [29] Group 23: Xiamen Engineering Machinery - Xiamen Engineering Machinery announced a planned share reduction by a major shareholder [30] Group 24: Guotai Group - Guotai Group successfully acquired 100% of a mining technology company for 110.1 million yuan [31] Group 25: Wanfeng Aowei - Wanfeng Aowei reached a settlement regarding an arbitration matter with a subsidiary [32] Group 26: Taihe Technology - Taihe Technology is undergoing technical upgrades for its ethylene carbonate project [33] Group 27: Renhe Pharmaceutical - Renhe Pharmaceutical's controlling shareholder plans to reduce holdings by 0.21% [34] Group 28: Changshu Bank - Changshu Bank's second-largest shareholder increased its stake to 3.98% [35] Group 29: Overseas Chinese Town A - Overseas Chinese Town A reported a 57% decrease in contract sales in October [36] Group 30: Canadian Solar - Canadian Solar's controlling shareholder expects total revenue of 1.3 to 1.5 billion USD in Q4 2025 [38] Group 31: Zhonggong Education - Zhonggong Education's controlling shareholder's shares will be auctioned due to a loan dispute [40] Group 32: Aikexibo - Aikexibo's shareholders plan to reduce their holdings by up to 3% [42] Group 33: Wanhua Chemical - Wanhua Chemical's shareholder plans to reduce holdings by up to 0.5% [44] Group 34: Jujie Microfiber - Jujie Microfiber's controlling shareholder plans to reduce holdings by up to 2% [45] Group 35: Wangsu Technology - Wangsu Technology's shareholder plans to reduce holdings by up to 1% [46] Group 36: Tianli Lithium Energy - Tianli Lithium Energy received a patent for lithium-ion battery materials [47] Group 37: Heshun Electric - Heshun Electric won a 40 million yuan project for energy storage services [49] Group 38: Changchun High-tech - Changchun High-tech's subsidiary received FDA approval for a clinical trial of a new drug [51] Group 39: Dongrui Co. - Dongrui Co. received an additional export quota for live pigs to Hong Kong [52] Group 40: Zhongwei Co. - Zhongwei Co. set the H-share issuance price at 34 HKD per share [53] Group 41: Fospower Technology - Fospower Technology plans to invest in a lithium sulfide project with partners [54]

证券代码：601021 证券简称：春秋航空 公告编号：2025-063 春秋航空股份有限公司 2025 年 10 月份主要运营数据公告 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。 春秋航空股份有限公司（以下简称"公司"）2025 年 10 月份主要运营数据情 况如下： 一、本月机队情况 本月新增航线：上海虹桥=大理（周 246）、上海虹桥=兰州=阿勒泰（天天 班）、上海浦东=兰州=和田（周 246）、兰州=清迈（周 3）、成都天府=阿勒泰 （天天班）、大连=烟台（周 246）、沈阳=东营=福州（周 1357）。 三、本月运营数据主要情况 | 指标 | 当月数据 | 环比 | 同比 | 当年累计 | 同比 | | --- | --- | --- | --- | --- | --- | | 运力 | | | | | | | 可用吨公里数(万吨公里) | 57,017.07 | 3.15% | 27.11% | 516,758.34 | 16.09% | | 国内 | 44,789.36 | 2.21% | 26.57% | 4 ...

Core Viewpoint - Spring Airlines (601021) reported a significant increase in passenger turnover for October 2025, indicating strong growth in demand for air travel [1] Group 1: Company Performance - The passenger turnover for Spring Airlines in October 2025 reached 5,062.00 million passenger-kilometers [1] - This figure represents a month-on-month increase of 4.7% [1] - Year-on-year, the passenger turnover grew by 20.06% [1]

春秋航空（601021）(601021.SH)发布公告，公司2025年10月份旅客周转量506,200.49万人公里，同比增 长20.06%;本年累计旅客周转量4,730,893.67万人公里，同比增长11.43%。 ...

智通财经APP讯，春秋航空(601021.SH)发布公告，公司2025年10月份旅客周转量506,200.49万人公里， 同比增长20.06%;本年累计旅客周转量4,730,893.67万人公里，同比增长11.43%。 ...

春秋航空公告，2025年10月运输周转量为4.66亿吨公里，环比上升3.97%，同比上升20.20%。其中，国 内运输周转量为3.72亿吨公里，环比上升2.95%，同比上升18.46%；国际运输周转量为9031.27万吨公 里，环比上升8.43%，同比上升27.33%；地区运输周转量为291.48万吨公里，环比上升3.20%，同比上升 40.54%。 ...

Group 1 - The company will hold a Q3 2025 earnings presentation on November 20, 2025, from 11:00 AM to 12:00 PM via online interaction at the Shanghai Stock Exchange Roadshow Center [2][3] - Investors can submit questions for the presentation from November 14 to November 19, 2025, by visiting the Roadshow Center website or emailing the company [2][4] - Key personnel attending the presentation include the Chairman, CFO, independent director, and the director of the board office [3] Group 2 - The presentation aims to address common investor concerns regarding the company's operational performance and financial results [2][4] - After the presentation, investors can access the main content and details of the event on the Roadshow Center website [6]

Core Viewpoint - Spring Airlines successfully launched its first technology innovation corporate bond, "25 Spring Airlines K1," with a scale of 800 million yuan and a coupon rate of 1.98%, attracting significant market interest and exceeding expectations [1][7]. Company Overview - Founded in 2004, Spring Airlines is one of China's first private airlines, listed on the Shanghai Stock Exchange in 2015, focusing on low-cost air travel and catering to price-sensitive travelers [2][6]. - The company operates 251 flight routes, including 192 domestic routes and 55 international routes, with a fleet of 133 Airbus A320 aircraft, making it a leading low-cost carrier in Northeast Asia [6]. Bond Issuance Insights - The bond issuance was driven by the need for capital expenditures and debt optimization, supported by a favorable monetary policy environment and a recent AAA credit rating [7][10]. - The bond's success reflects investor confidence in Spring Airlines as a "safe asset" and the supportive stance of regulatory bodies towards private enterprises [10]. Technology and Innovation Focus - Spring Airlines emphasizes technology innovation as a key differentiator in a competitive airline market, investing significantly in R&D with nearly 600 IT professionals [8][9]. - The company has implemented AI technologies across various operational areas, enhancing efficiency and reducing carbon emissions [9]. Future Business Strategy - The company aims to improve cost control while maintaining safety, with plans to expand international routes and tap into emerging travel markets in China [11]. - Spring Airlines intends to continue utilizing bond financing as a crucial funding source, with expectations of further bond issuances in the coming year [7][10].