Core Insights - The summer travel season has seen a significant increase in passenger flow at Shanghai ports, with July recording 23,000 inbound and outbound flights and 3.673 million passengers, marking year-on-year growth of 10.5% and 11.8% respectively [1] Industry Overview - The civil aviation sector is experiencing a positive cycle of volume and price, with high passenger load factors expected to drive ticket prices upward [2] - In July, the total number of passenger flights operated by civil aviation reached 524,000, averaging 16,900 flights per day, a year-on-year increase of 3.5%. Domestic flights grew by 2.2%, while international flights surged by 14.1% [3] - Major airlines are increasing their international flight capacity, with China Eastern Airlines expanding routes to Istanbul, Cairo, and other destinations, resulting in a 22% year-on-year increase in international and regional flights [3] Company Performance - Xiamen Airport reported a revenue of 991 million yuan, a 7.1% increase year-on-year, and a net profit of 219 million yuan, up 15.41%. The airport handled 14.3164 million passengers in the first half of the year, a 5.96% increase, with international passenger numbers rising by 15.51% [4] - Huaxia Airlines plans to operate 211 routes during the summer travel season, reaching 138 domestic cities and 2 international cities, with a projected net profit increase of 741.26% to 1008.93% year-on-year [5] Market Trends - The regional aviation market is expected to continue growing rapidly, driven by the economic development of smaller cities and increasing consumer demand for air travel [6] - The passenger load factor for regional routes was 77.3%, which is 8.7 percentage points lower than that of trunk routes, but both types of routes saw improvements compared to the same period in 2024 [7] - The summer travel season is characterized by a significant increase in passenger load factors, with a shift in customer demographics towards leisure travelers, impacting ticket pricing strategies [8]

华夏航空最新一期业绩显示，截至2025一季报，公司营业总收入17.74亿元、同比增长9.78%，归属净利 润8197.68万元，同比增长232.31%，扣非净利润7590.25万元，同比增长399.10%，流动比率0.796、速动 比率0.762、资产负债率83.91%。 金融界消息 截至2025年8月5日收盘，华夏航空（002928）报收于8.5元，上涨0.35%，换手率0.83%，成 交量10.57万手，成交金额8984.42万元。 资金流向方面，今日主力资金净流出1017.57万元，占比成交额11.33%。其中，超大单净流出639.97万 元、占成交额7.12%，大单净流出377.60万元、占成交额4.2%，中单净流出流入502.66万元、占成交额 5.59%，小单净流入514.91万元、占成交额5.73%。 通过天眼查大数据分析，华夏航空股份有限公司共对外投资了35家企业，参与招投标项目383次，知识 产权方面有商标信息268条，专利信息9条，此外企业还拥有行政许可22个。 天眼查商业履历信息显示，华夏航空股份有限公司，成立于2006年，位于贵阳市，是一家以从事航空运 输业为主的企业。企业注册资本12 ...

Summary of Key Points from Conference Call Records Industry or Company Involved - **Industries**: Rental, Express Delivery, Aviation, Chemical, Cobalt, Coal - **Companies**: China Shipbuilding Leasing, Bank of China Aviation Leasing, Jitu, Shentong, Zhongtong, Yunda, SF Express, Huaxia Airlines, China Shenhua, Huayi Chemical, Wanhua, Hualu, Yangnong, Satellite Chemical, New Chemical, Huayou Cobalt, Likin, Shengtun, Jiayou International Core Points and Arguments 1. **U.S. Labor Market Impact**: The U.S. labor market data has raised expectations for a 25 basis point rate cut in September, increasing the likelihood to 75%, which is favorable for leasing companies like China Shipbuilding Leasing and Bank of China Aviation Leasing [1][2] 2. **Express Delivery Industry**: The political bureau meeting focused on capacity governance rather than production governance, which is expected to accelerate the anti-involution in the express delivery industry. Price increases are anticipated in regions like Yiwu and Guangdong, with recommended companies including Jitu, Shentong, Zhongtong, Yunda, SF Express [1][4] 3. **Aviation Industry Challenges**: Despite efforts to combat market involution, the aviation industry faces skepticism regarding joint price increases due to high transparency of data. Recommended stocks include Huaxia Airlines and major A-share airlines [1][5] 4. **Chemical Industry Trends**: The chemical sector is experiencing a bottoming out, with PPI showing continuous negative growth. However, prices for certain chemicals like epoxy chloropropane and lithium carbonate are rising due to downstream replenishment [1][8][10] 5. **Cobalt Market Tightness**: The cobalt market is experiencing supply tightness, with prices expected to average 250,000 yuan/ton this year. Companies like Huayou Cobalt and Likin are recommended for investment [1][19][20] 6. **Coal Industry Developments**: China Shenhua's acquisition of National Energy Group assets is expected to enhance its strength and positively impact the coal sector. Current coal prices remain strong despite recent declines in stock performance [1][22][23] Other Important but Possibly Overlooked Content 1. **Chemical Industry Profitability**: The chemical industry saw a revenue growth of 1.4% in June 2025, but profit growth was negative at -9%, indicating a widening profit decline despite revenue increases [1][12] 2. **Market Sentiment in Chemical Sector**: The increase in Penghua Chemical ETF shares by 1.1 billion yuan indicates a growing market interest in the chemical sector, despite it being at a relative bottom compared to other cyclical sectors [1][13] 3. **Potential for Price Stabilization**: The possibility of production limits in the chemical sector could help stabilize prices, as seen in past successful interventions [1][16] 4. **Investment Opportunities in New Materials**: Companies like Dongcai Technology and Xinzhou Bang are highlighted as key players in the new materials sector, particularly in the high-performance resin supply chain [1][17] 5. **Gold and Silver Market Dynamics**: Recent trends show that while industrial metals have risen, precious metals like gold have not seen similar increases, suggesting potential investment opportunities in gold stocks [1][18]

截至2025年8月4日15时，华夏航空股价报8.47元，较前一交易日上涨0.03元。当日开盘价为8.38元，最 高触及8.70元，最低下探8.37元，成交量为222780手，成交金额达1.90亿元。 华夏航空是国内支线航空运输企业，主要运营基地分布在重庆、贵阳、大连等地。公司航线网络覆盖国 内多个地区，专注于支线航空市场的开拓与发展。 风险提示：以上内容仅供参考，不构成投资建议。市场有风险，投资需谨慎。 8月4日早盘，华夏航空股价在9点30分左右出现快速反弹，五分钟内涨幅超过2%，报价升至8.56元，成 交743.20万元。 资金流向方面，华夏航空当日主力资金净流出1201.31万元，近五日累计净流出8091.41万元。 ...

证券之星消息，8月4日航空机场板块较上一交易日上涨0.55%，中信海直领涨。当日上证指数报收于 3583.31，上涨0.66%。深证成指报收于11041.56，上涨0.46%。航空机场板块个股涨跌见下表： | 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 | | --- | --- | --- | --- | --- | --- | --- | --- | | 6600000 | 中信海直 | 1.43 Z | 8.70% | -8804.93万 | -5.36% | -5484.46万 | -3.34% | | 601021 | 春秋航空 | 2998.53万 | 14.06% | 983.11万 | 4.61% | -3981.63万 | -18.67% | | 601111 | 中国国航 | 2630.30万 | 6.91% | -231.62万 | -0.61% | -2398.68万 | -6.30% | | 6038882 | 吉祥航空 | 2215.69万 | 11.75% | -2337.93万 | -12. ...

Trading Information Summary - On August 1, 2025, Huaxia Airlines closed at 8.44 yuan, up 1.32%, with a turnover rate of 1.18%, trading volume of 150,700 shares, and a transaction amount of 126 million yuan [1]. - On the same day, the capital flow situation showed a net outflow of 18.12 million yuan from main funds, a net outflow of 1.36 million yuan from speculative funds, and a net inflow of 19.49 million yuan from retail investors [1][3]. Company Announcement Summary - Huaxia Airlines announced that it would provide guarantees for its wholly-owned subsidiary up to 1.7 billion yuan or equivalent foreign currency, primarily for aircraft introduction, prepayments, project construction, purchase of aviation materials, equipment procurement, and daily operations [1]. - The guarantee amount for Huaxia Aircraft Maintenance Engineering Co., Ltd. is set at 500 million yuan, with an actual guarantee balance of 267.02 million yuan as of the announcement date [1][3]. - The total external guarantee balance for the company and its subsidiaries is 721.14 million yuan, accounting for 21.48% of the latest audited net assets, with no overdue guarantees or litigation-related guarantees [1].

证券日报网讯 8月1日晚间，华夏航空发布公告称，公司及子公司无逾期对外担保，无涉及诉讼的担保 及因担保被判决败诉而应承担的损失金额。 （文章来源：证券日报） ...

证券代码：002928 证券简称：华夏航空 公告编号：2025-035 华夏航空股份有限公司 关于为全资子公司提供担保的进展公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有 虚假记载、误导性陈述或重大遗漏。 （其中，21,701.97 万元为 2024 年年度股东大会审议通过《关于为全资子公司 提供担保的议案》前已提供且仍在担保期限内的担保余额）；截至本公告披露之 日，公司对全资子公司华夏维修的实际担保余额为 26,701.97 万元（含本次担保 3,000.00 万元），尚余可提供担保额度为 45,000.00 万元。 上述担保事项在公司董事会及股东大会审议通过的对外担保额度范围内，担 保程序符合《上市公司监管指引第 8 号——上市公司资金往来、对外担保的监管 要求》《深圳证券交易所股票上市规则》及其他有关监管法规的要求。本次担保 对象为公司的全资子公司，财务状况和偿债能力较好；公司为其提供担保，有利 于促进全资子公司业务发展，提高其经济效益和盈利能力。 三、公司与浦发银行重庆分行签订的《最高额保证合同》主要内容 1、保证人：华夏航空股份有限公司 一、担保额度审批情况概述 华夏航空股份有 ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 601021 | 春秋航空 | 53.30 | -1.15% | 5.56万 | 2.96 Z | | 000099 | 中信海直 | 22.14 | -0.72% | 13.96万 | 3.09亿 | | 600029 | 南方航空 | 5.77 | -0.35% | 42.98万 | 2.487Z | | 600115 | 中国东航 | 3.87 | -0.26% | 46.95万 | 1.82亿 | | 603885 | 吉祥航空 | 12.63 | -0.16% | 22.33万 | 2.81亿 | | 601111 | 中国国航 | 7.43 | -0.13% | 64.71万 | 4.81亿 | | 600897 | 厦门空港 | 14.92 | 0.07% | 2.56万 | 3833.97万 | | 600009 | 上海机场 | 32.67 | 0.37% | 8.32万 | 2.72亿 | | 002928 | 华夏航空 | 8 ...

华夏航空最新一期业绩显示，截至2025一季报，公司营业总收入17.74亿元、同比增长9.78%，归属净利 润8197.68万元，同比增长232.31%，扣非净利润7590.25万元，同比增长399.10%，流动比率0.796、速动 比率0.762、资产负债率83.91%。 天眼查商业履历信息显示，华夏航空股份有限公司，成立于2006年，位于贵阳市，是一家以从事航空运 输业为主的企业。企业注册资本127824.155万人民币，实缴资本36000万人民币。公司法定代表人为胡 晓军。 金融界消息 截至2025年7月29日收盘，华夏航空（002928）报收于8.52元，下跌0.35%，换手率1.27%， 成交量16.23万手，成交金额1.38亿元。 通过天眼查大数据分析，华夏航空股份有限公司共对外投资了35家企业，参与招投标项目383次，知识 产权方面有商标信息254条，专利信息9条，此外企业还拥有行政许可22个。 资金流向方面，今日主力资金净流出1959.88万元，占比成交额14.23%。其中，超大单净流入84.45万 元、占成交额0.61%，大单净流出2044.33万元、占成交额14.84%，中单净流出流入123 ...