1月5日，智通财经获悉，春秋航空培训中心今年首批空中乘务员学员班开班，共计27位学员，均育有子 女，90后的宝妈们有25位，学员中年龄最大的40岁，最小的26岁。学员中之前有从事老师、工程师、服 装设计等不同的职业经历，有民航业飞行经验的有11人。 春秋航空培训中心为宝妈学员配备的授课教员均为资深教员，其中多数是春秋早期的"空嫂"。 去年年底，春秋航空为顺应航空业快速复苏的趋势、满足就业多元化需求，同时为大龄女性开辟就业新 渠道，分别在上海、兰州启动"已婚已育"客舱乘务员招聘。在客舱乘务员（空嫂）的任职要求中，首次 明确提出已婚已育女性优先；在具体年龄方面，放宽至40岁；学历要求为全日制本科及以上，身高 162cm至174cm，无工作经验限制。招聘共吸引约1500人报名，其中450余名应聘者通过简历筛选参与了 现场面试。 据春秋航空招聘负责人巩灏介绍，现场面试通过者约80人，其中六成此前无任何民航业从业经验，录取 人员平均年龄33岁。在完成民航体检、政审等必要程序后，今年1月启动的第一期"宝妈"学员班将接受 为期三个月的专业培训，最快于今年5月初就能上岗。第二期30余人的学员班则将于今年2月启动，预计 最快暑 ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 601111 | 中国国航 | 9.20 | -1.81% | 122.27万 | 11.13亿 | | 600221 | 海航控股 | 1.78 | -1.66% | 682.03万 | 12.12亿 | | 002928 | 华夏航空 | 10.91 | -1.27% | 20.95万 | 2.26亿 | | 603885 | 吉祥航空 | 14.77 | -0.74% | 18.90万 | 2.76亿 | | 601021 | 春秋航空 | 59.21 | -0.49% | 5.64万 | 3.33亿 | | 000089 | 深圳机场 | 6.97 | -0.29% | 11.68万 | 8132.58万 | | 600009 | 上海机场 | 32.70 | -0.18% | 11.74万 | 3.83亿 | | 600004 | 白云机场 | 9.46 | 0.00% | 18.46万 | 1.74亿 | | 600897 | 厦门空港 ...

Investment Rating - The industry investment rating is "Buy" [4] Core Insights - The New Year holiday travel showed strong growth, with a total of 803 million people traveling across regions from December 31, 2025, to January 3, 2026, averaging 201 million people per day, a year-on-year increase of 19.75%. The total passenger transport volume reached 209 million, with a daily average of 52 million, up 31.1% year-on-year [4][7] - The aviation sector experienced both volume and price increases, with daily flight numbers averaging 14,900 during the holiday, a 2.9% increase compared to 2025 and a 13.2% increase compared to 2019. The average ticket price for domestic economy class reached 684.6 CNY, showing a year-on-year increase of 9.8% [4][9] - The railway and waterway transport sectors outperformed the market, with year-on-year growth rates of 54.5% and 32.7%, respectively, during the holiday period [4][7] Summary by Sections Holiday Travel Data - Total national passenger transport volume reached 20,943.4 million, with a year-on-year growth of 31.1% [7] - Railway passenger transport volume was 6,476.9 million, with a year-on-year growth of 54.5% [7] - Road passenger transport volume was 13,374 million, with a year-on-year growth of 23.2% [7] - Waterway passenger transport volume was 287.4 million, with a year-on-year growth of 32.7% [7] - Civil aviation passenger transport volume was 805.1 million, with a year-on-year growth of 13.1% [7] Investment Recommendations - The report recommends focusing on airlines with stable volume growth and improving prices, specifically mentioning Hainan Airlines, China National Aviation Holding, and Spring Airlines [4] - In the railway sector, it highlights the growth potential of Guangzhou-Shenzhen Railway and Beijing-Shanghai High-Speed Railway due to increased capacity and network effects [4]

Core Insights - Spring Airlines has launched a special training program for 27 "moms" as its first batch of cabin crew trainees in 2023, with over 90% of them being born in the 1990s and ages ranging from 26 to 40 [1][3] - The company aims to diversify its workforce and adapt to industry recovery by recruiting cabin crew members from the "married with children" demographic, expanding the age limit to 40 years [6] Group 1 - The training program includes a team of experienced instructors, many of whom are early representatives of the company’s cabin crew, to support the new trainees [3] - The recruitment drive attracted approximately 1,500 applicants, with over 450 advancing to interviews, and about 80 being selected, of which 60% had no prior aviation experience [6] - The average age of the selected trainees is 33 years, and they will undergo a three-month training program, with the first group expected to start flying by early May [6] Group 2 - Spring Airlines currently employs around 3,400 flight crew members, with an average age of 28, and 74% of the existing 88 "cabin sisters" have been promoted to management positions, indicating strong career development potential [6] - The company plans to invest over $4 billion to acquire 30 new Airbus A320 aircraft and aims to recruit over 3,500 professionals across various positions from 2023 to 2025, with an expected recruitment of nearly 1,000 in 2026 [7] - The initiative to hire more "moms" is seen as a way to enhance cabin service with their life experiences, empathy, and stability, contributing to a more diverse talent ecosystem in the aviation industry [6]

（文章来源：北京商报） 春秋航空招聘负责人巩灏介绍，在完成民航体检、政审等必要程序后，2026年1月启动的第一期"宝 妈"学员班将接受为期三个月的专业培训，最快于5月初就能飞上蓝天。第二期30余人的学员班将于2026 年2月启动，预计最快暑假前可上岗。 北京商报讯1月5日，记者从春秋航空获悉，春秋航空培训中心迎来2026年首批空中乘务员学员班，共计 27位，均育有子女的"90后宝妈"有25位。学员中年龄最大的40岁，最小的26岁。有的学员之前是老师， 有的是工程师，还有的是行政主管，有民航业飞行经验的共11人。 ...

Investment Rating - The report maintains an "Overweight" rating for the transportation industry [2] Core Views - The report highlights a significant year-on-year increase in travel demand during the New Year holiday period, attributed to a low base effect from the previous year [6] - The aviation sector is expected to benefit from limited supply growth, rising ticket prices, and improved profitability due to favorable oil prices and currency exchange rates [9] Summary by Sections Travel Demand Growth - During the 2026 New Year holiday, cross-regional travel reached 595 million trips, averaging 198 million trips per day, with a year-on-year growth of 19.62% [6] - Rail travel saw the highest growth at 52.6%, while civil aviation grew by 10.4% and intercity buses by 20.8% [6] Aviation Sector Insights - Civil aviation passenger volume reached 5.88 million during the holiday, with a daily average of 1.96 million, reflecting a 10.4% increase year-on-year [6] - Average domestic economy class ticket prices rose to 684.6 yuan, showing a recovery trend after a decline in the previous year [6] Road and Rail Travel - Road travel accounted for 540 million trips, with a daily average of 18 million, marking a 15.7% increase year-on-year [7] - Rail travel demand remained strong, with an estimated 48.09 million trips during the holiday, reflecting a 52.7% year-on-year increase [8] Investment Recommendations - The report recommends focusing on the aviation sector for 2026, anticipating strong performance during the Spring Festival and sustained demand growth in the medium to long term [9] - Key stocks recommended include Huaxia Airlines, Spring Airlines, and China Southern Airlines, all rated as "Buy" with target prices set for 2026 [5][12]

每经头条（nbdtoutiao）——AI泡沫破灭？美股下跌20%？量子计算颠覆加密货币？金价涨破1万美元？ 2026年华尔街和科技圈十大预测来了 每经AI快讯，春秋航空1月4日晚间发布公告称，截至2025年12月31日，公司通过上海证券交易所交易 系统以集中竞价交易方式回购公司股份约321万股，占公司目前总股本的0.3279%，回购最高价格为人 民币55.99元/股，回购最低价格为人民币52.01元/股，使用资金总额为人民币约1.73亿元。 （记者 曾健辉） ...

Investment Rating - The report maintains a positive outlook on the shipping industry, particularly in light of recent developments in Venezuela and the increase in new ship prices [1][2]. Core Insights - Venezuela's political changes are expected to benefit compliant tanker markets, with a potential increase in oil exports leading to higher demand for Aframax tankers and VLCCs [3][4]. - New ship prices have shown an upward trend, with a 0.5% increase reported, particularly in gas carriers which rose by 1% [3]. - The report highlights a significant drop in VLCC freight rates, which fell by 36% week-on-week, while the Atlantic market remains relatively stable [3][4]. Summary by Sections Shipping Market - The report notes that the recent escalation in Venezuela's situation could lead to a 1.4% increase in compliant VLCC oil transport demand and a 4.0% increase for Aframax tankers [3][4]. - The average VLCC freight rate was reported at $43,895 per day, with Middle East to Far East rates dropping to $38,690 per day, a decrease of 45% from the previous week [3][4]. New Ship Prices - New ship prices have increased by 0.5% to 185.59 points, although they are down 1.85% compared to the beginning of 2025 [3][4]. Oil and Product Transport - The LR2-TC1 freight rate increased by 5% to $42,671 per day, supported by tight capacity in previous weeks [3]. - The report indicates a decline in MR average freight rates by 5% to $23,103 per day, with the Atlantic market remaining stable despite the holiday season [3][4]. Air Transport - The report anticipates significant improvements in airline profitability due to supply constraints and increasing passenger volumes, recommending several airlines for investment [3][4]. Express Delivery - The express delivery sector is entering a new phase of competition, with three potential scenarios outlined for future performance [3][4]. Rail and Road Transport - Rail freight volumes and highway truck traffic are expected to maintain steady growth, with recent data showing a slight decrease in volumes [3][4].

格隆汇1月4日丨春秋航空(601021.SH)公布，截至2025年12月31日，公司通过上海证券交易所交易系统 以集中竞价交易方式回购公司股份320.84万股，占公司目前总股本的0.3279%，回购最高价格为人民币 55.99元/股，回购最低价格为人民币52.01元/股，使用资金总额为人民币172,903,941.00元(不含交易佣 金、过户费等交易费用)。 ...

Investment Rating - The report maintains an "Overweight" rating for the aviation and oil transportation sectors, indicating a positive outlook for both industries [35]. Core Insights - The aviation sector is expected to see robust demand growth, driven by increased travel during the New Year holiday, with significant year-on-year increases in both passenger volume and ticket prices. The report suggests a strategic investment during the off-peak season, anticipating a long-term super cycle [3][4]. - In the oil transportation sector, while seasonal price declines are noted, the report emphasizes the potential for future price increases due to ongoing global oil production growth and limited capacity expansion. It recommends a contrarian investment approach during the off-peak period [3][4]. Summary by Sections Aviation Sector - The report highlights a strong increase in travel demand during the New Year holiday, with a 19% year-on-year increase in overall passenger movement from December 31, 2025, to January 2, 2026. Specifically, civil aviation saw a 13% increase [3][4]. - Domestic ticket prices are estimated to rise by over 10% year-on-year during the holiday period, despite a projected short-term dip in passenger flow post-holiday [3][4]. - The aviation industry is experiencing high load factors while ticket prices remain at historical lows, suggesting a favorable environment for profitability growth driven by demand recovery and market pricing dynamics [3][4]. Oil Transportation Sector - The report notes that the average daily earnings for Very Large Crude Carriers (VLCC) reached $51,000 in 2025, significantly higher than the $36,000 in 2023-2024, driven by improved capacity utilization and increased oil production from the Middle East and South America [3][4]. - Despite a recent decline in freight rates during the traditional off-peak season, the report maintains a positive outlook for future price increases, supported by ongoing global oil production growth and limited fleet expansion [3][4]. - The report suggests monitoring geopolitical developments, particularly in Venezuela, and recommends increasing positions in companies like COSCO Shipping Energy, China Merchants Energy Shipping, and China Shipbuilding Leasing [3][4].