| 代码 | 名称 | 主力净流入 (元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 600221 海航控股 | | 1.42 Z | 9.60% | -8531.44万 | -5.75% | -5701.35万 | -3.84% | | 600115 中国东航 | | 2314.58万 | 9.64% | -1843.25万 | -7.68% | -471.33万 | -1.96% | | 601111 | 中国国航 | 982.10万 | 3.89% | -1642.98万 | -6.50% | 660.88万 | 2.62% | | 600004 白云机场 | | 395.43万 | 3.78% | 208.52万 | 1.99% | -603.95万 | -5.77% | | 002928 华夏航空 | | 304.89万 | 2.53% | -340.09万 | -2.82% | 35.20万 | 0.29% | | 000089 深圳机场 ...

《中国民航报》、中国民航网 记者张人尹 报道：12月10日，北京航空发动机维修项目在首都机场临空 经济区天竺综保区正式开业并投入运营。作为罗罗全球第四家、中国内地首家合资发动机维修公司，该 项目的运营将填补中国内地在以罗罗遄达系列为代表的高推力航空发动机维修领域的空白，显著提升民 航产业链的自主维修保障能力与安全水平。 据悉，北京航空发动机维修有限公司（BAESL）是项目的运营主体，由中国国际航空股份有限公司与 英国罗尔斯-罗伊斯公司共同出资成立，双方各占股50%。罗罗作为航空发动机制造商，其遄达系列发 动机广泛装备于世界宽体机队，在中国的交付量占该系列全球交付总量的约20%。国航股份作为载旗航 空公司和罗罗的长期客户，此次共建BAESL，是其完善机务维修全产业链布局的关键一步。双方的合 作，不仅旨在为国航机队提供更可靠、高效的维修支持，也将助力罗罗实现其2030年全球维修产能提升 的战略目标，是面向未来深度协同的重要举措。 仪式现场，中国民用航空华北地区管理局向BAESL正式颁发了维修许可证。这标志着BAESL已具备开 展发动机深度维修的正式资质，为其向客户提供安全、合规、高质量服务奠定了坚实基础。在与会嘉 ...

证券之星消息，12月8日航空机场板块较上一交易日上涨0.91%，厦门空港领涨。当日上证指数报收于 3924.08，上涨0.54%。深证成指报收于13329.99，上涨1.39%。航空机场板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 601021 | 春秋航空 | 54.42 | -1.41% | 6.26万 | | 3.39亿 | | 002928 | 华夏航空 | 10.04 | -0.50% | 22.07万 | | 2.20亿 | | 6600000 | 中信海直 | 20.33 | -0.49% | 9.98万 | | 2.04亿 | | 000089 | 深圳机场 | 6.94 | -0.43% | 10.32万 | | 7168.71万 | | 600004 | 白云机场 | 9.77 | 0.10% | 11.15万 | | 1.09亿 | | 600029 | 南方航空 | 7.10 | 0.57% | 49.13万 | | 3.45亿 | ...

每经AI快讯，12月8日，港股航空股继续走低，中国国航跌2.8%，中国南方航空跌2.6%，国泰航空、中 国东方航空跌1.7%，美兰空港跟跌。 ...

Investment Rating - The report rates the transportation industry as "Outperform" [2] Core Views - Crude oil freight rates have declined from high levels, with mixed changes in ocean freight rates. The China Import Crude Oil Composite Index (CTFI) was reported at 2321.90 points on December 4, down 7.9% from November 27. The VLCC market has seen transactions at major loading ports, with shipowners trying to maintain price levels despite a cooling market [3][14] - China Eastern Airlines has launched the world's longest one-way flight route from Shanghai to Buenos Aires, reducing travel time by over 4 hours. Additionally, a ton-class eVTOL was included in urban firefighting drills for the first time [3][16] - In November, China's express delivery volume exceeded 180 billion items for the first time, marking a new record. The first full schedule China-Europe freight train departed from Shijiazhuang [3][24] Summary by Sections Industry Hot Events - Crude oil freight rates have decreased, with the Middle East route showing a 9.76% drop. The Shanghai port's export rates to Europe and the US have also seen declines of 0.3%, 5.0%, and 4.7% respectively [14][15] - The launch of the longest flight route by China Eastern Airlines connects Shanghai to Buenos Aires, significantly shortening travel time [16][17] - The express delivery volume in China reached a record high of 180 billion items in November, reflecting strong economic vitality [24][26] High-Frequency Data Tracking - The Baltic Air Freight Price Index has increased month-on-month but decreased year-on-year. The Shanghai outbound air freight price index was reported at 5721.00 points, up 2.4% year-on-year [28] - Domestic freight flight numbers decreased by 2.03% year-on-year in November, while international flights increased by 14.88% [30] - The SCFI index for container shipping was reported at 1397.63 points, down 0.39% week-on-week and down 38.06% year-on-year [37] Investment Recommendations - Focus on the equipment and manufacturing export chain, recommending companies like COSCO Shipping, China Merchants Energy Shipping, and Huamao Logistics [5] - Attention to the transportation demand increase driven by hydropower station construction in the Yarlung Tsangpo River downstream [5] - Investment opportunities in low-altitude economy trends, recommending CITIC Offshore Helicopter [5] - Opportunities in the highway and railway sectors, recommending Gansu Expressway, Beijing-Shanghai High-Speed Railway, and others [5] - Investment opportunities in the cruise and ferry sectors, recommending Bohai Ferry and Haixia Shares [5] - E-commerce and express delivery investment opportunities, recommending SF Express, Jitu Express, and Yunda [5] - Opportunities in the aviation sector, recommending Air China, China Southern Airlines, and others [5]

2025 年 12 月 07 日 相关研究 若研究知 证券分析师 范晨轩 A0230525070003 fancx@swsresearch.com 闫海 A0230519010004 yanhai@swsresearch.com 罗石 A0230524080012 luoshi@swsresearch.com 严天鹏 A0230524090004 yantp@swsresearch.com 王晨签 A0230525030001 wangcj@swsresearch.com 王易 A0230525050001 wangyi@swsresearch.com 张慧 A0230524100001 zhanghui@swsresearch.com 王凯婕 A0230525110001 wangkj@swsresearch.com 研究支持 郑逸欢 A0230124010001 zhengyh@swsresearch.com 联系人 范晨轩 A0230525070003 fancx@swsresearch.com 貨船价跳談美注美股 HSHP, 运高股息关注中国船舶租赁、 申万宏源交运一周天地汇(20251130-202 ...

Investment Rating - The report maintains a "Positive" outlook on the transportation industry, particularly highlighting opportunities in shipping and logistics sectors [4]. Core Insights - The report emphasizes the recovery and growth potential in the shipping market, with specific attention to the rise in VLCC (Very Large Crude Carrier) charter rates and the overall shipping market dynamics [6]. - It identifies key investment opportunities in companies such as China Merchants Energy, COSCO Shipping Energy, and others, while also suggesting a focus on high-dividend stocks in the transportation sector [6][22]. Summary by Sections Shipping Market - VLCC one-year charter rates have increased to $58,000 per day, indicating a strong market demand [6]. - The report notes a 6% week-on-week decline in VLCC rates, averaging $115,290 per day, but anticipates potential increases in the coming weeks due to expected cargo volume growth [6]. - The Baltic Dry Index (BDI) rose by 6.5% to 2,727 points, with Capesize rates reaching a two-year high [6]. Air Transportation - The report highlights a significant opportunity for airlines due to the aging aircraft fleet and increasing passenger demand, predicting a "golden era" for the airline industry [6]. - Recommended stocks include China Eastern Airlines, China Southern Airlines, and others, with a focus on companies that can leverage operational efficiencies and rising demand [6]. Logistics and Express Delivery - The express delivery sector is entering a new phase of competition, with potential for profit recovery and industry consolidation [6]. - Companies like Shentong Express and YTO Express are highlighted as having strong growth potential, particularly in Southeast Asia [6]. Road and Rail Transportation - The report indicates resilience in railway freight volumes and highway truck traffic, with a slight increase in railway cargo to 82.12 million tons, up 0.74% week-on-week [6]. - The highway sector is expected to benefit from high dividend yields and potential market value management catalysts [6].

南航广州至马德里直飞航线近日开通，这是广州地区首条连接伊比利亚半岛的直飞航线，填补了两地直 航空白，从昆明、海口、汕头等地往返马德里的旅客，可在广州白云国际机场实现3小时内双向中转衔 接。南航广州至达尔文直飞航线近日启航，该航线将两地行程缩短至约六小时，为旅客高效抵达澳大利 亚北部提供了全新选择。此外，南航广州-悉尼航线将增至每天四个往返，目前南航已开通广州至悉 尼、布里斯班、墨尔本、珀斯、阿德莱德多条直飞航线，为旅客提供高频次、广覆盖的出行选择。 海航计划于12月15日开通海口—胡志明市直飞航线，该航线的开通将进一步促进中越两国在经贸、人文 等领域的交流与合作；吉祥航空将于2026年1月15日开通上海浦东至马来西亚斗湖直飞航线，首次实现 上海直航世界级潜水胜地仙本那，旅客无需经吉隆坡或亚庇中转即可一步直达。 来源：北京日报客户端 转自：北京日报客户端 正值2025年冬春航季，多家航司近日表示将持续加大运力投入，新开国际航线。 国航预计新开通北京-布鲁塞尔、成都-布鲁塞尔航线，同时持续推动国际及地区航线日均航班量稳步提 升，进一步拓展通达全球的能力。今年以来，国航已新开、复航北京-符拉迪沃斯托克、北京-伊尔库 ...

此外，在发布会上，国航还全方位展示了在机队规模、航线网络、运力部署等方面的整体优势。机队方 面，截至目前，国航所在的中航集团机队规模达到983架，其中宽体机154架，国产民机42架。航线网络 方面，国航通达至全球1150余个目的地，开通"一带一路"相关航线73条，搭建起推动全球互联互通的空 中桥梁。运力方面，今年以来，国航已新开、复航北京-符拉迪沃斯托克、北京-伊尔库茨克、北京-多伦 多、北京-开罗、北京-塔什干、乌鲁木齐-塔什干、北京-阿拉木图、杭州-河内等12条国际航线。2025年 冬春航季，国航将持续加大运力投入，预计新开通北京-布鲁塞尔、成都-布鲁塞尔航线，同时持续推动 国际及地区航线日均航班量稳步提升，进一步拓展通达全球的能力。 & L Willio . For . I . L . L . L . L . L . L . 6 1 6 s UF AIR CHINE . - . E 0 "国熊子 e 11 AIR CHINA 相属降 航空公司 4 a 2 25 来源：环球网 2025年12月5日，中国国际航空股份有限公司（以下简称"国航"）在北京举办"云端无界 凤启耀星河 ——'国航+'生态主题发布会" ...

金融市场犹如变幻莫测的海洋，时刻涌动着投资与经济政策的波澜，深刻影响着全球经济的走向。在 此，喜娜AI为您呈上今日财经热点新闻，全方位覆盖股市动态、经济数据、企业财务状况以及政策更 新等关键领域，助您精准洞察金融世界的风云变幻，把握市场脉搏。 奈飞827亿美元收购华纳兄弟，娱乐行业将迎巨大变革 12月5日，奈飞官宣以每股27.75美元的现金加股票交易收购华纳兄弟探索公司的影视工作室及流媒体业 务，整体企业估值约827亿美元，交易预计2026年第三季度完成。今年6月，华纳兄弟宣布拆分业务，早 于本次交易完成。奈飞称收购将增强工作室能力、扩大制作及投资。分析认为，此次合并将给娱乐行业 带来巨大变革。 详情>> 吴清：证券公司要转向功能优先，与投资者共赢共进 12月6日，中国证监会主席吴清在中国证券业协会第八次会员大会上表示，证券行业要从简单追求规模 利润扩张加快转向功能优先，摒弃拼规模等情况。他从服务实体经济、投资者、建设金融强国、促进开 放四方面提出要求，还强调证券公司和投资机构要对接投资者需求，提供合适产品，与投资者共进共 赢。 详情>> 12月个股风险需警惕，高位、解禁、减持等问题凸显 11月A股走势跌宕， ...