证券之星消息，9月5日航空机场板块较上一交易日上涨1.13%，华夏航空领涨。当日上证指数报收于 3812.51，上涨1.24%。深证成指报收于12590.56，上涨3.89%。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) | | | --- | --- | --- | --- | --- | --- | --- | | 002928 | 华夏航空 | 9.22 | 3.48% | 26.39万 | | 2.40亿 | | 600221 | 海航控股 | 1.55 | 2.65% | 424.28万 | | 6.50亿 | | 603885 | 吉祥航空 | 12.73 | 1.92% | 27.68万 | | 3.50亿 | | 600115 | 中国东航 | 4.05 | 1.76% | 1 92.94万 | | 3.73亿 | | 000099 | 中信海直 | 23.04 | 1.05% | 16.07万 | | 3.68亿 | | 000089 | 深圳机场 | 7.16 | 0.85% | 11.24万 | | 8021.89万 | | ...

华夏航空所属申万行业为：交通运输-航空机场-航空运输。所属概念板块包括：中盘、融资融券、增持 回购、基金重仓、民用航空等。 截至6月30日，华夏航空股东户数2.22万，较上期减少14.08%；人均流通股57578股，较上期增加 16.38%。2025年1月-6月，华夏航空实现营业收入36.10亿元，同比增长12.41%；归母净利润2.51亿元， 同比增长858.95%。 9月5日，华夏航空盘中上涨2.02%，截至10:08，报9.09元/股，成交5696.64万元，换手率0.50%，总市值 116.19亿元。 资金流向方面，主力资金净流出264.71万元，特大单买入102.31万元，占比1.80%，卖出447.00万元，占 比7.85%；大单买入813.20万元，占比14.28%，卖出733.21万元，占比12.87%。 华夏航空今年以来股价涨17.14%，近5个交易日跌1.20%，近20日涨5.21%，近60日涨11.53%。 资料显示，华夏航空股份有限公司位于重庆市渝北区江北国际机场航安路30号，成立日期2006年4月18 日，上市日期2018年3月2日，公司主营业务涉及国内、国际的航空客货运输业务。主营 ...

重视低预期下航空投资的机会 ——于无人问津处，配置当下 1、《供给约束强化》2025-06-10 航空机场 证券研究报告/行业点评报告 2025 年 09 月 04 日 | 增持（维持） 评级： | | | --- | --- | | | 简称 | | 分析师：杜冲 | | | 执业证书编号：S0740522040001 | | | Email：duchong@zts.com.cn | | | 分析师：李鼎莹 | | | 执业证书编号：S0740524080001 | | | Email：lidy@zts.com.cn | | | 重点公司基本状况 | | | | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 简称 | 股价 | | | EPS | | | | | PE | | | 评级 | | | （元） | 2023A | 2024A | 2025E | 2026E | 2027E | 2023A | 2024A | 2025E | 2026E | 20 ...

证券之星消息，9月4日航空机场板块较上一交易日上涨0.0%，华夏航空领涨。当日上证指数报收于 3765.88，下跌1.25%。深证成指报收于12118.7，下跌2.83%。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) | | | --- | --- | --- | --- | --- | --- | --- | | 002928 | 华夏航空 | 8.91 | 2.18% | 26.86万 | | 2.37亿 | | 603885 | 吉祥航空 | 12.49 | 2.13% | 22.72万 | | 2.82 亿 | | 600897 | 厦门空港 | 14.84 | 1.09% | - 2.70万 | | 3987.90万 | | 600115 | 中国东航 | 3.98 | 0.51% | 81.26万 | | 3.22亿 | | 601021 | 春秋航空 | 52.49 | 0.38% | 5.91万 | | 3.07亿 | | 600029 | 南方航空 | 5.84 | 0.17% | 50.04万 | | 2.91亿 | | 60 ...

9月4日，华夏航空盘中上涨2.06%，截至11:13，报8.90元/股，成交1.08亿元，换手率0.96%，总市值 113.76亿元。 资金流向方面，主力资金净流出86.75万元，特大单买入448.34万元，占比4.16%，卖出373.74万元，占 比3.47%；大单买入2391.73万元，占比22.22%，卖出2553.07万元，占比23.72%。 华夏航空今年以来股价涨14.69%，近5个交易日跌1.44%，近20日涨4.22%，近60日涨5.83%。 资料显示，华夏航空股份有限公司位于重庆市渝北区江北国际机场航安路30号，成立日期2006年4月18 日，上市日期2018年3月2日，公司主营业务涉及国内、国际的航空客货运输业务。主营业务收入构成 为：客运98.46%，其他1.27%，货运0.27%。 华夏航空所属申万行业为：交通运输-航空机场-航空运输。所属概念板块包括：中盘、融资融券、增持 回购、基金重仓、民用航空等。 截至6月30日，华夏航空股东户数2.22万，较上期减少14.08%；人均流通股57578股，较上期增加 16.38%。2025年1月-6月，华夏航空实现营业收入36.10亿元，同比增长1 ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 6600000 | 中信海直 | 22.95 | -4.93% | 28.78万 | 6.74亿 | | 600221 | 海航控股 | 1.53 | -3.16% | 478.93万 | 7.39亿 | | 600004 | 白云机场 | 9.68 | -1.63% | 19.24万 | 1.87亿 | | 603885 | 吉祥航空 | 12.23 | -1.37% | 12.56万 | 1.54亿 | | 600029 | 南方航空 | 5.83 | -1.35% | 47.85万 | 2.80亿 | | 600897 | 厦门空港 | 14.68 | -1.28% | 2.56万 | 3776.08万 | | 600115 | 中国东航 | 3.96 | -1.25% | 73.09万 | 2.90亿 | | 601111 | 中国国航 | 7.39 | -0.81% | 53.05万 | 3.93亿 | | 600009 | 上海机场 | ...

Core Viewpoint - The overall performance of listed airlines in the first half of 2025 shows that state-owned airlines are still in a loss state, while private airlines demonstrate stronger performance recovery due to better operational flexibility [1][2]. Group 1: State-Owned Airlines Performance - In the first half of 2025, three state-owned airlines achieved revenue growth: China International Airlines reported revenue of 80.757 billion yuan, a 1.56% increase, with a net loss of 1.806 billion yuan, a reduction in loss [2] - China Eastern Airlines reported revenue of 66.822 billion yuan, a 4.09% increase, with a net loss of 1.431 billion yuan, also a reduction in loss [2] - China Southern Airlines reported revenue of 86.291 billion yuan, a 1.77% increase, with a net loss of 1.533 billion yuan [2]. Group 2: Private Airlines Performance - Private airlines achieved profitability in the first half of 2025, with Hainan Airlines reporting revenue of 33.083 billion yuan, a 4.22% increase, and a net profit of 56.945 million yuan [3] - Shanghai Juneyao Airlines reported revenue of 11.07 billion yuan, a 1.02% increase, with a net profit of 505 million yuan, a 3.29% increase [3] - Spring Airlines reported revenue of 10.304 billion yuan, a 4.35% increase, with a net profit of 1.169 billion yuan, a 14.11% decrease [3] - Huaxia Airlines reported revenue of 3.610 billion yuan, a 12.41% increase, with a net profit of 251 million yuan, an increase of 858.95% [3]. Group 3: Industry Trends and Insights - The summer transportation season saw a total of 147 million passengers transported, a 3.6% year-on-year increase, with an average seat occupancy rate of 84.8%, up 2.2 percentage points [4] - The market exhibited a trend of increasing volume but decreasing prices, attributed to oversupply and low-price competition [6] - The release of the "Self-Regulation Convention for Air Passenger Transport" aims to combat low-price competition and stabilize market prices [6]. Group 4: Future Outlook - The upcoming "Golden September and Silver October" period is expected to be a crucial window for revenue improvement [7] - Airlines plan to optimize sales strategies and innovate products to enhance efficiency and profitability in the second half of the year [7].

Market Overview - On September 2, the aviation and airport sector declined by 0.63%, with Huaxia Airlines leading the drop [1] - The Shanghai Composite Index closed at 3858.13, down 0.45%, while the Shenzhen Component Index closed at 12553.84, down 2.14% [1] Stock Performance - Key stocks in the aviation sector showed varied performance, with China Eastern Airlines closing at 4.01, up 0.50%, while Huaxia Airlines closed at 8.75, down 2.78% [1][2] - Other notable declines included China Southern Airlines at 5.91, down 1.01%, and Shanghai Airport at 32.17, down 0.59% [1][2] Trading Volume and Capital Flow - The aviation and airport sector experienced a net outflow of 322 million yuan from institutional investors, while retail investors saw a net inflow of 229 million yuan [2] - The trading volume for major stocks included China Eastern Airlines with 897,200 shares traded and a transaction value of 360 million yuan [1] Individual Stock Capital Flow - China National Airlines had a net inflow of 507,500 yuan from institutional investors, while Huaxia Airlines saw a net outflow of 20.93 million yuan [3] - The largest net outflow was recorded for Baiyun Airport at 30.11 million yuan, with retail investors contributing a net inflow of 25.12 million yuan [3]

Core Insights - The aviation and airport sector experienced a decline of 0.94% on September 1, with Huaxia Airlines leading the drop [1] - The Shanghai Composite Index closed at 3875.53, up 0.46%, while the Shenzhen Component Index closed at 12828.95, up 1.05% [1] Stock Performance Summary - The following stocks in the aviation and airport sector showed varied performance: - CITIC Haizhi: Closed at 24.77, up 0.20%, with a trading volume of 281,600 shares and a turnover of 695 million yuan [1] - Shanghai Airport: Closed at 32.36, up 0.12%, with a trading volume of 187,500 shares and a turnover of 608 million yuan [1] - HNA Holding: Closed at 1.59, unchanged, with a trading volume of 4.89 million shares and a turnover of 779 million yuan [1] - Xiamen Airport: Closed at 14.95, down 0.07%, with a trading volume of 26,500 shares and a turnover of 39.51 million yuan [1] - Shenzhen Airport: Closed at 7.22, down 0.55%, with a trading volume of 230,700 shares and a turnover of 166 million yuan [1] - Baiyun Airport: Closed at 9.95, down 0.60%, with a trading volume of 252,800 shares and a turnover of 252 million yuan [1] - Air China: Closed at 7.48, down 0.93%, with a trading volume of 617,800 shares and a turnover of 463 million yuan [1] - China Southern Airlines: Closed at 5.97, down 1.16%, with a trading volume of 545,400 shares and a turnover of 326 million yuan [1] - Juneyao Airlines: Closed at 12.43, down 1.35%, with a trading volume of 205,300 shares and a turnover of 256 million yuan [1] - Spring Airlines: Closed at 52.38, down 1.82%, with a trading volume of 74,000 shares and a turnover of 390 million yuan [1] Capital Flow Analysis - The aviation and airport sector saw a net outflow of 293 million yuan from institutional investors, while retail investors contributed a net inflow of 279 million yuan [2] - The following capital flows were noted for specific stocks: - HNA Holding: Net inflow of 45.64 million yuan from institutional investors, but a net outflow of 36.41 million yuan from retail investors [3] - Shenzhen Airport: Net inflow of 13.27 million yuan from institutional investors, with a net outflow of 20.78 million yuan from retail investors [3] - China Southern Airlines: Net outflow of 1.21 million yuan from institutional investors, but a net inflow of 2.78 million yuan from retail investors [3] - Xiamen Airport: Net outflow of 1.79 million yuan from institutional investors, with a net inflow of 178.71 million yuan from retail investors [3] - Huaxia Airlines: Net outflow of 3.68 million yuan from institutional investors, but a net inflow of 542.84 million yuan from retail investors [3] - Air China: Net outflow of 7.48 million yuan from institutional investors, with a net inflow of 38.94 million yuan from retail investors [3] - Juneyao Airlines: Net outflow of 7.64 million yuan from institutional investors, but a net inflow of 682.32 million yuan from retail investors [3] - Spring Airlines: Net outflow of 29.52 million yuan from institutional investors, with a net inflow of 283.88 million yuan from retail investors [3] - Baiyun Airport: Net outflow of 32.34 million yuan from institutional investors, with a net inflow of 239.79 million yuan from retail investors [3]

Core Viewpoint - Huaxia Airlines experienced a stock price decline of 2.07% on September 1, with a current price of 9.01 CNY per share and a total market capitalization of 11.517 billion CNY [1] Financial Performance - For the first half of 2025, Huaxia Airlines reported operating revenue of 3.610 billion CNY, representing a year-on-year increase of 12.41% [2] - The net profit attributable to shareholders for the same period was 251 million CNY, showing a significant year-on-year growth of 858.95% [2] Stock and Shareholder Information - As of June 30, 2025, the number of shareholders for Huaxia Airlines was 22,200, a decrease of 14.08% from the previous period [2] - The average number of circulating shares per shareholder increased by 16.38% to 57,578 shares [2] - Since its A-share listing, Huaxia Airlines has distributed a total of 209 million CNY in dividends, with no dividends paid in the last three years [3] Institutional Holdings - As of June 30, 2025, the top ten circulating shareholders included several funds, with Zhonggeng Value Pioneer Stock (012930) holding 42.2532 million shares, a decrease of 9.2025 million shares from the previous period [3] - Other notable shareholders included Guangfa Value Leading Mixed A (008099) and Guangfa Ruiyi Leading Mixed A (005233), with stable holdings [3]