Core Viewpoint - The China Air Transport Association has released a draft standard for public consultation regarding the reservation of seats on flights, aiming to regulate the classification and information disclosure of economy class seats by airlines [1][2]. Group 1: Seat Classification and Regulations - Airlines are required to categorize economy class seats into "free selectable seats" and "reserved seats" [2]. - Reserved seats are further divided into operationally necessary reserved seats (for safety and service needs) and value-added reserved seats (including reward points/miles redemption and paid reservations for international and regional flights) [2]. - Domestic flights must ensure that at least 70% of economy class seats are free selectable, while international and regional flights must have a minimum of 65% [2]. Group 2: Information Disclosure and Transparency - Airlines must clearly inform passengers about the categories of free and reserved seats, redemption standards, paid selection prices (for international and regional flights), and the release time of reserved seats [2]. - A clear seat map must be provided to distinguish between "free selectable," "member selectable," "not selectable online," and "selected seats" to avoid ambiguity and misleading information [2]. Group 3: Consumer Complaints and Industry Response - Several airlines have faced scrutiny for locking certain desirable seats, leading to consumer complaints about unfair practices [3]. - The Jiangsu Consumer Protection Committee has conducted investigations and engaged with multiple airlines regarding the locking of seats that should be part of standard services [3]. - Airlines such as 吉祥航空 and 四川航空 have acknowledged the issues and are undertaking internal evaluations and corrective actions in response to the consumer protection committee's findings [3].

Market Overview - The aviation and airport sector declined by 0.49% on January 29, with Huaxia Airlines leading the drop [1] - The Shanghai Composite Index closed at 4157.98, up 0.16%, while the Shenzhen Component Index closed at 14300.08, down 0.3% [1] Stock Performance - Shanghai Airport (600009) closed at 30.95, up 1.14% with a trading volume of 196,800 shares and a turnover of 605 million yuan [1] - Xiamen Airport (600897) closed at 17.68, up 0.68% with a trading volume of 80,100 shares and a turnover of 141 million yuan [1] - Baiyun Airport (600004) closed at 9.58, up 0.21% with a trading volume of 197,200 shares and a turnover of 188 million yuan [1] - Shenzhen Airport (000089) closed at 7.24, down 0.14% with a trading volume of 212,700 shares and a turnover of 153 million yuan [1] - Spring Airlines (601021) closed at 55.95, down 0.25% with a trading volume of 42,400 shares and a turnover of 236 million yuan [1] - HNA Holding (600221) closed at 1.68, down 0.59% with a trading volume of 3,055,900 shares and a turnover of 513 million yuan [1] - China Southern Airlines (600029) closed at 7.20, down 1.10% with a trading volume of 1,070,300 shares and a turnover of 768 million yuan [1] Fund Flow Analysis - The aviation and airport sector experienced a net outflow of 242 million yuan from institutional investors, while retail investors saw a net inflow of 230 million yuan [3] - Major stocks like Shanghai Airport and Shenzhen Airport had varying net inflows and outflows from different investor types [4] - Shanghai Airport had a net inflow of 28.37 million yuan from institutional investors, while retail investors had a net outflow of 39.44 million yuan [4] - China Southern Airlines had a net outflow of 10.48 million yuan from institutional investors, but a net inflow of 22.85 million yuan from retail investors [4] ETF Performance - The Aerospace ETF (product code: 159227) tracked the National Aerospace Industry Index and saw a 3.00% increase over the last five days, with a net redemption of 78.67 million yuan [6] - The General Aviation ETF (product code: 159230) tracked the National General Aviation Industry Index and had a 2.17% increase, with a net redemption of 5.55 million yuan [7] - The Tourism ETF (product code: 562510) tracked the China Securities Tourism Theme Index and decreased by 4.77%, with a net inflow of 8.09 million yuan [7]

目前，均瑶集团尚未对退出传闻作出公开回应。不过企业信息变更显示，均瑶集团对云度汽车中的持股比例已从85.31%降至 15.55%，实质上失去了控制权。莆田国投旗下莆田市国有资产投资集团有限责任公司以49.4444%的持股比例位列第一大股东， 福建创新投持有余下35%股权。 2023年2月，均瑶集团入主云度汽车，其董事长王均金曾公开阐述"吉祥大出行"战略，并发布了"吉祥汽车"品牌，意图整合旗下 吉祥航空与新能源汽车业务，从硬件、软件和服务三方面打造"天上有吉祥，地上有云度"的一体化出行体验。王均金强调，该 战略并非简单追随造车新势力，而是旨在打造"新能源汽车2.0模式"，探索独特商业路径。 作为战略关键一环，云度汽车原计划于当年2月28日推出首款新能源车型云兔，云度汽车用户中心总监史湧哲此前透露，其莆田 工厂规划年产能可达8万台。 然而，所接盘的云度汽车发展一直伴随挑战。公开资料显示，云度汽车成立于2015年，2022年初曾被曝资金链断裂、工厂停 产。截至2022年3月底，公司净资产已为负值。同年4月，股东海源复材以2200万元转让所持11%股权，被市场视为止损之举。 随后，均瑶集团于2022年8月通过注资实现 ...

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 来源：民航观察 据民航观察观察，吉祥航空发布了关于股份回购实施结果暨股份变动的公告。 根据此前股份回购方案，截至1月26日，公司已完成回购计划，实际回购公司股份3647.4886万股，占公 司总股本的比例为1.67%，回购成交的最高价为13.46元/股，最低价为11.93元/股，回购均价为12.7元/ 股，支付的资金总额为46334.87万元（不含交易费用）。 截止目前，吉祥航空股价为15.26元，近期最高涨至近16元。 本次总计回购股份3647.4886万股，其中已注销462.0496万股。截至公告披露日，公司已回购股份剩余 3185.4390万股，根据回购股份方案拟用于员工持股计划或股权激励。如未能在披露回购股份结果暨股 份变动公告后三年内用于上述用途的，未使用的已回购股份将依据相关法律法规的规定予以注销。 本次总计回购股份3647.4886万股，其中已注销462.0496万股。截至公告披露日，公司已回购股份剩余 3185.4390万股，根据回购股份方案拟用于员工持股计划或股权激励。如未能在披露回购股份结果暨股 份变动公告后三年内用 ...

重要内容提示： ■ 一、回购审批情况和回购方案内容 2025年1月27日，上海吉祥航空股份有限公司（以下简称"公司"）第五届董事会第十五次会议审议通过 了《关于以集中竞价交易方式回购公司股份方案的议案》，同意公司以自有资金及自筹资金（含银行回 购专项贷款）通过集中竞价交易方式回购公司股份，并将回购股份全部用于员工持股计划或股权激励。 回购资金总额不低于人民币25,000万元（含，下同），不超过人民币50,000万元（含，下同），回购价 格不超过人民币15.80元/股（含），回购期限为自董事会审议通过回购股份方案之日起12个月内。详见 公司于2025年2月6日、2025年2月13日披露的《上海吉祥航空股份有限公司关于以集中竞价交易方式回 购股份方案的公告》（公告编号：2025-006）、《上海吉祥航空股份有限公司关于以集中竞价交易方式 回购股份的回购报告书》（公告编号：2025-011）。 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。 公司分别于2025年4月18日、2025年5月12日召开公司第五届董事会第十六次会议及202 ...

新浪财经的数据显示，均瑶集团最初持股11.34亿股，占总股本的63.12%。均瑶集团从2018年11月23日起，第一次减持吉祥航空股份，截至2019年9月，累计 减持公司股票1.13亿股，累计套现约15.45亿元。 | 减持期间 | 减持均价（元/股）减持股数（万股）套现金额（万元）减持后 | | | | --- | --- | --- | --- | | 20181123-2019010813.62 | 11342.91 | 154490.46 | 56.81% | | 合计 | 11342.91 | 154490.46 | | 公告显示，2025年11月22日，公司披露了《上海吉祥航空股份有限公司关于控股股东减持股份计划公告》，公司控股股东上海均瑶(集团)有限公司(以下简 称"均瑶集团")拟自2025年12月15日至2026年3月14日通过集中竞价交易及大宗交易方式减持公司股份数量合计不超过65,520,157股，合计减持不超过公司总 股本的3%。 截至公告披露前一日，均瑶集团已通过大宗交易方式减持公司无限售条件流通股43,680,105股，约占公司总股本的2%(四舍五入所得)；已通过集中竞价交易 方式合 ...

| | | 1月26日重要公告精选 | | --- | --- | --- | | 类型 | 公司 | 主要内容 | | 热点 | 德龙汇能 | 不涉及芯片及相关业务 | | | 东方日升 | 光伏产品未直接向商业航天卫星公司供货 | | 项目投资 | 川环科技 | 拟约11亿元投建川环科技(华东)智造总部基地 | | 合同中标 | 山科智能 | 中标智慧水务平台开发项目 | | 业绩换告 | 均胜电子 | 预计2025年归母净利润约13.5亿元,同比增长40.56% | | 股权转让 | 紫金矿业 | 拟收购AlliedGold Corporation 100%股权 | | 回购 | 吉祥航空 | 已实际回购1.67%公司股份 | | 增减持 | 开普检测 | 董事长姚致清拟减持不超过3%股份 | | 其他 | 浙海德曼 | 拟定增募资不超15.17亿元 | | | 特宝生物 | 拟发行可转债募资不超15.33亿元 片脂磨汇 | 【热点】 浙文互联(600986.SH)：旗下"派智"数字人业务产生的收入和利润占公司营业收入和净利润的比例均不到 1%，占比较小 东方日升(300118.SZ)：光伏产品未直接向 ...

Group 1 - Aijian Group (600643.SH) is expected to report a loss in 2025, with significant financial pressures indicated by various announcements [3][4][34] - The company has pledged a substantial portion of its assets as guarantees for subsidiaries, with the guarantee amount reaching 98 billion yuan, accounting for 83% of its net assets [12][43] - The parent company, Junyao Group, is also facing challenges, with high levels of share pledges across its listed companies, including Aijian Group, Jixiang Airlines, Junyao Health, and Dazhongfang [19][50] Group 2 - Aijian Group's net profit has been declining significantly since 2021, with projected losses of 5.31 billion yuan in 2024 and a further expected loss in 2025 [6][37] - The company has changed its auditing firm after 33 years, moving from a top-tier firm to a mid-tier one, raising concerns about audit quality and continuity [8][40] - As of the end of the third quarter of 2025, Aijian Group's total liabilities amounted to 11.986 billion yuan, with short-term loans of 2.651 billion yuan [8][39] Group 3 - Junyao Group has frequently pledged shares of its listed companies to secure debts, with a total pledged value of 187.1 billion yuan across its subsidiaries [51][54] - Jixiang Airlines is facing operational pressures, with a projected decline in revenue and net profit for the first three quarters of 2025 [23][54] - Dazhongfang has seen a continuous decline in net profit over three years, with a projected net profit of 55.7 million yuan for the first three quarters of 2025 [24][54]

格隆汇1月26日丨吉祥航空(603885.SH)公布，2026年1月26日，公司已完成回购，已实际回购公司股份 3647.49万股，占公司总股本（2,184,005,268股）的比例为1.67%，回购成交的最高价为13.46元/股，最 低价为11.93元/股，回购均价为12.70元/股，支付的资金总额为人民币4.63亿元（不含交易费用）。公司 回购股份金额已达到回购方案中回购资金总额下限、且未超过回购资金总额上限，由于回购执行期限届 满，故本次回购方案实施完毕。 ...

每经头条（nbdtoutiao）——国际金价冲破5000美元！7年涨了280%，什么时候才见顶？专家：关键还 看美元，重点关注国际货币体系、降息和科技革命 每经AI快讯，吉祥航空1月26日晚间发布公告称，2026年1月26日，公司已完成回购，已实际回购公司 股份约3647万股，占公司总股本（约21.84亿股）的比例为1.67%，回购成交的最高价为13.46元/股，最 低价为11.93元/股，回购均价为12.7元/股，支付的资金总额为人民币约4.63亿元。公司回购股份金额已 达到回购方案中回购资金总额下限、且未超过回购资金总额上限，由于回购执行期限届满，故本次回购 方案实施完毕。 免责声明：本文内容与数据仅供参考，不构成投资建议，使用前请核实。据此操作，风险自担。 每日经济新闻 （记者 王晓波） ...