| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 600897 | 厦门空港 | 15.70 | 2.28% | 11.68万 | | 1.84亿 | | 000099 | 中信海直 | 21.95 | 0.78% | 11.88万 | | 2.61亿 | | 600009 | 上海机场 | 31.37 | -0.03% | 5.18万 | | 1.63亿 | | 600004 | 白云机场 | 9.56 | -0.42% | 12.60万 | | 1.21亿 | | 600221 | 海航控股 | 1.68 | -1.18% | 446.69万 | | 7.56亿 | | 600029 | 南方航空 | 6.58 | -1.20% | 80.50万 | | 5.26亿 | | 002928 | 华夏航空 | 10.63 | -1.67% | 22.94万 | | 2.43亿 | | 600115 | 中国东航 | 4.85 | -1.82% | 112.63万 | | 5.43亿 ...

中国民航网 通讯员李艳 报道：10月26日零时起，全国民航正式切换至冬春航季，新疆机场集团且末玉 都机场（以下简称：且末玉都机场）同步执行新航季航班计划。此次换季以旅客便捷出行需求为核心， 通过精细优化航班时刻、提升保障效率等举措，进一步加密疆内航线网络，打造更加高效的空中通道， 为旅客冬季出行提供更灵活、便捷选择。 该航线为每日执飞一班，机型CRJ900。去程G54381航班于10:00库尔勒起飞，10:55抵达且末，经停40分 钟后，11:35从且末起飞，12:45抵达和田；返程G54382航班于13:35和田起飞，14:40降落且末，短停40 分钟后，15:20且末起飞，16:10到达库尔勒。 华夏航空G54779/80往返航班（库尔勒—若羌—且末） 同样为每日一班，由CRJ900执飞。去程G54779航班18:50库尔勒起飞，预计19:40抵达若羌，经停40分钟 后，20:20若羌起飞，21:00抵达且末；返程G54780航班21:40且末出发，22:15到达若羌，经停40分钟， 22:55从若羌起飞，23:45到达库尔勒，为晚间往返旅客提供了更适配的出行选择。 成都航空EU3023/24往返航班（吐 ...

证券之星消息，10月23日航空机场板块较上一交易日上涨0.38%，深圳机场领涨。当日上证指数报收于 3922.41，上涨0.22%。深证成指报收于13025.45，上涨0.22%。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) | | | --- | --- | --- | --- | --- | --- | --- | | 000089 | 深圳机场 | 7.40 | 3.06% | 55.49万 | | 4.08亿 | | 600897 | 厦门空港 | 15.35 | 1.12% | 6.79万 | | 1.05亿 | | 000099 | 中信海直 | 21.84 | 1.06% | 0 11.23万 | | 2.43亿 | | 600115 | 中国东航 | 4.94 | 0.82% | 96.62万 | | 4.73亿 | | 600004 | 白云机场 | 9.60 | 0.73% | 16.90万 | | 1.62亿 | | 601111 | 中国国航 | 8.58 | 0.70% | 50.56万 | | 4.30亿 | | 60 ...

锡林浩特机场代表围绕2025年冬航季新开通的"锡林浩特—郑州—广州"、"锡林浩特—包头西安"、"锡 林浩特—乌兰察布—重庆"等多条航线、多项优惠航旅产品以及锡林浩特经呼和浩特、郑州等便捷的中 转服务进行了重点介绍，充分展示了锡林浩特机场在提升区域通达性、促进"航空+旅游"融合发展方面 的成果。 此次走访活动，不仅集中展示了锡林浩特机场冬航季航线网络布局与服务的提质升级，更通过"旅游产 品互推、旅游客源互送"的形式，搭建了航司、文旅企业与机场之间的面对面交流平台，促进各方实现 资源共享、互利共赢，共同开拓冬季旅游市场。下一步，锡林浩特机场将此次活动以冬航季换季为契 机，持续拓展航线网络，进一步宣传推介新的航旅产品，深化"航空+旅游"融合，不断提升服务品质与 运行效率，为方便市民出行、服务区域经济社会高质量发展贡献力量。（编辑：贾昊天 校对：李海燕 审核：程凌） （洽谈航旅融合产品） 中国民航网 通讯员李海英 报道：10月22日，锡林浩特机场联合中国国际航空、华夏航空共同拜访锡林 郭勒盟华程集团、当地旅行社及销售代理等合作单位，围绕2025年冬航季航线航班及航旅产品展开深入 交流。 在走访过程中，锡林浩特机场与各 ...

证券之星消息，10月22日航空机场板块较上一交易日下跌0.19%，华夏航空领跌。当日上证指数报收于 3913.76，下跌0.07%。深证成指报收于12996.61，下跌0.62%。航空机场板块个股涨跌见下表： 从资金流向上来看，当日航空机场板块主力资金净流出1.52亿元，游资资金净流出1547.72万元，散户资 金净流入1.68亿元。航空机场板块个股资金流向见下表： | 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 | | --- | --- | --- | --- | --- | --- | --- | --- | | 600115 | 中国东航 | 5062.26万 | 9.49% | -1676.96万 | -3.14% | -3385.30万 | -6.35% | | 600029 | 南方航空 | 4292.72万 | 10.32% | -2226.39万 | -5.35% | -2066.33万 | -4.97% | | 002928 | 华夏航空 | 251.16万 | 0.72% | -90.82万 | ...

齐鲁晚报·齐鲁壹点 姜曼 通讯员 张荣华 | 临沂机场冬春季航班时刻表 | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | (执行日期2025年10月26日-2026年03月28日) | | | | | | | | | 出港航班 | | | | | | | | | 国内客运航线 | | | | | | | | | 省份 | 航段 | 执飞公司 | 航班号 | 起飞时间 | 到达时间 | 班期 | 机型 | | 北京 | 临沂-北京首都 | 海南航空 | HU7646 | 22:30 | 00:05+ | 246 | B738 | | 下海 | 临沂-上海虹桥 | 东方航空 | MU6842 | 11:10 | 12:30 | 每日 | A320 | | 上海航空 | 临沂-上海浦东 | | FM9240 | 14:40 | 16:25 | 246 | B737 | | CZ3992 | 临沂-广州 | 南方航空 | | 7:00 | 9:45 | 毎日 | A320 | | ZH8948 | | 深圳航空 | | 9:20 | ...

以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。 从资金流向上来看，当日航空机场板块主力资金净流出5082.19万元，游资资金净流出7334.06万元，散 户资金净流入1.24亿元。航空机场板块个股资金流向见下表： 证券之星消息，10月21日航空机场板块较上一交易日下跌0.25%，华夏航空领跌。当日上证指数报收于 3916.33，上涨1.36%。深证成指报收于13077.32，上涨2.06%。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) | | --- | --- | --- | --- | --- | --- | | 600115 | 中国东航 | 4.86 | 1.67% | 171.25万 | 8.22亿 | | 000099 | 中信海直 | 21.89 | 1.16% | 11.68万 | 2.54亿 | | 600897 | 厦门空港 | 15.33 | 0.86% | 7.82万 | 1.18亿 | | 601021 | 春秋航空 | 54.83 | 0.40 ...

Core Viewpoint - The domestic airline ticket prices in September showed a year-on-year increase driven by improved supply and demand dynamics, with expectations for a turning point in Q4 2025 as the supply-demand gap narrows [1] Industry Dynamics - In September, the demand for air travel benefited from increased passenger flow and longer flight distances, resulting in a higher growth rate than supply. The passenger load factor for both domestic and international routes reached record highs [1] - The six listed airlines in A-shares reported a combined ASK/RPK growth of +4.0%/+7.1% year-on-year in September, with domestic passenger load factors reaching 87.3%, an increase of 2.1 percentage points year-on-year, marking the highest level for September in history [1] - For international routes, the supply growth rate slowed, leading to a widening gap with demand growth. The ASK/RPK for international routes increased by +8.7%/+13.6% year-on-year, with a passenger load factor increase of 3.5 percentage points [1] Aircraft Utilization and Pricing - The aircraft utilization rate in September remained high at 7.8 hours, with narrow-body aircraft showing a slight increase of +0.4% year-on-year [2] - The domestic passenger load factor for the six airlines reached 87.3%, up 2.1 percentage points year-on-year, and 3.9 percentage points compared to 2019, achieving a historical high [2] - Domestic economy class ticket prices increased by +0.6% year-on-year, while international ticket prices decreased by -15.2% [2] Fleet Expansion - The fleet of the six listed airlines grew by 0.3% month-on-month, with a total of 3,340 aircraft managed as of September 2025, reflecting a net increase of 11 aircraft [3] - The main aircraft types introduced were narrow-body models, including 19 new narrow-body aircraft in September [3] Investment Targets - Key companies to watch include China Eastern Airlines (600115.SH), Huaxia Airlines (002928.SZ), Air China (601111.SH), China Southern Airlines (600029.SH), Juneyao Airlines (603885.SH), and Spring Airlines (601021.SH) [4]

Investment Rating - The report maintains a "Buy" rating for the airline sector, highlighting the potential for price recovery driven by improved supply-demand dynamics [6][10]. Core Insights - In September 2025, the airline industry experienced a significant increase in passenger load factors, with domestic and international routes reaching record highs. The combined ASK/RPK for six listed airlines grew by 4.0% and 7.1% year-on-year, respectively [3][12]. - The report emphasizes the tight supply-demand relationship, with a notable recovery in business travel demand contributing to price increases. The domestic passenger load factor reached 87.3%, up 2.1 percentage points year-on-year, marking the highest level for September in history [4][13]. - The report suggests that the industry is entering a critical phase where supply constraints may lead to sustained price improvements, particularly in the fourth quarter of 2025 [5][24]. Summary by Sections Passenger Load Factors and Pricing - The report indicates that high passenger load factors in September have led to price increases, with domestic economy class ticket prices rising by 2.4% year-on-year. International ticket prices, however, saw a decline of 15.2% [4][13]. - The domestic load factor for the six airlines reached 87.3%, which is 3.9 percentage points higher than the same period in 2019, reflecting strong demand recovery [4][12]. Fleet Expansion - The total fleet of the six listed airlines increased by 0.3% in September 2025, with a net addition of 11 aircraft. The primary models introduced were the A320 and B737 series [5][24]. - China National Airlines led the fleet expansion with a net increase of 5 aircraft, while Eastern Airlines added 2 aircraft during the same period [26][28]. Investment Recommendations - The report advises investors to focus on the sustainability of price improvements in the fourth quarter, particularly for business routes. The recovery in business travel is expected to enhance investor sentiment in the sector [5][24]. - Key airlines to watch include China Eastern Airlines, China Southern Airlines, and Spring Airlines, among others [5][6].

Investment Rating - The investment rating for the transportation industry is "Positive" (maintained) [3] Core Views - The express logistics sector is experiencing resilient demand, with a "de-involution" trend driving up express prices, enhancing corporate profitability. The long-term outlook for e-commerce express logistics is positive due to healthy competition [3][13] - The shipping sector is expected to benefit from the OPEC+ production increase and the Federal Reserve's interest rate cuts, with a notable improvement in VLCC freight rates anticipated in Q4 2025 [13] - The aviation industry is seeing stable demand growth, with supply chain issues leading to increased costs for airlines. The overall passenger demand is projected to grow by 10.4% in 2024, outpacing capacity growth [9][14] Summary by Sections Express Logistics - In September 2025, major express companies reported improved performance, with YTO, Shentong, and Yunda achieving business volumes of 2.627 billion, 2.187 billion, and 2.110 billion pieces, respectively, representing year-on-year growth of 13.64%, 9.46%, and 3.63% [3][27] - The average revenue per piece for these companies also saw increases, indicating a trend of rising prices in the express delivery sector [3][27] Shipping and Ports - The implementation of new port fees between China and the US is expected to create a dual market structure, granting strategic pricing power to compliant shipping capacities [5] - China has secured pricing power for iron ore, marking a significant shift in global commodity trade dynamics [6] - The Shanghai Container Freight Index (SCFI) rose by 12.9% week-on-week, indicating a positive trend in shipping rates [7] Aviation - The International Air Transport Association (IATA) reported that supply chain bottlenecks are delaying aircraft production, leading to increased costs for airlines, estimated to exceed $11 billion in 2025 [9] - Chinese airlines collectively oppose the US Department of Transportation's proposed flight restrictions, highlighting concerns over operational impacts [10] Road and Rail - National logistics operations were reported to be running smoothly, with significant increases in highway freight traffic [12] - The National Development and Reform Commission plans to enhance electric vehicle charging infrastructure along highways by 2027 [12] Overall Market Performance - From October 13 to October 17, 2025, the transportation sector index increased by 0.73%, outperforming the Shanghai Composite Index, which fell by 1.47% [18]