Market Overview - The aviation and airport sector declined by 0.78% on January 16, with CITIC Hainan Airlines leading the drop [1] - The Shanghai Composite Index closed at 4101.91, down 0.26%, while the Shenzhen Component Index closed at 14281.08, down 0.18% [1] Stock Performance - Notable stock performances included: - Huaxia Airlines (002928) increased by 2.06% to close at 10.90 with a trading volume of 221,100 shares and a turnover of 239 million yuan [1] - Hainan Airlines (600221) rose by 0.60% to 69.1 with a trading volume of 2.51 million shares and a turnover of 423 million yuan [1] - Xiamen Airport (600897) increased by 0.42% to 16.87 with a trading volume of 35,800 shares and a turnover of 60.46 million yuan [1] - China Eastern Airlines (600115) decreased by 0.86% to 5.78 with a trading volume of 1.33 million shares and a turnover of 770 million yuan [1] - China Southern Airlines (600029) fell by 1.46% to 7.43 with a trading volume of 795,100 shares and a turnover of 594 million yuan [2] Capital Flow - The aviation and airport sector experienced a net outflow of 477 million yuan from institutional investors, while retail investors saw a net inflow of 257 million yuan [2] - The capital flow for individual stocks showed: - Xiamen Airport had a net inflow of 121.82 million yuan from retail investors, despite a net outflow of 341.39 million yuan from institutional investors [3] - CITIC Hainan Airlines faced a significant net outflow of 75.42 million yuan from institutional investors, while retail investors contributed a net inflow of 57.25 million yuan [3] - China Eastern Airlines had a net outflow of 73.70 million yuan from institutional investors, with retail investors contributing a net inflow of 45.21 million yuan [3]

Group 1 - The core viewpoint of the article is that the aviation aftermarket services market is shifting towards Asia, with China projected to become the largest market, growing from $24.8 billion in 2025 to $63.8 billion by 2044 [1] - Over the next 20 years, China is expected to receive approximately 9,570 new aircraft, reinforcing the demand for various services throughout the aircraft lifecycle [3] - Several Chinese airlines have recently announced new aircraft orders with Airbus, including Air China ordering 60 A320neo aircraft, with a total catalog price of approximately $9.53 billion [4] Group 2 - The maintenance and training market is expanding, becoming a critical component for fleet operation as Airbus secures more aircraft orders in China [5] - The Off-Wing Maintenance market is projected to grow from $17 billion in 2025 to $44.8 billion by 2044, while the On-Wing Maintenance market is expected to increase from $3 billion to $6.8 billion in the same period [6] - The digital and connected market is anticipated to be the fastest-growing segment, expanding from $1.4 billion in 2025 to $5.1 billion by 2044, focusing on smarter operations and predictive maintenance [6] Group 3 - The aviation maintenance market in China is expected to grow rapidly due to the increasing fleet size and aging aircraft, with maintenance costs for engines surpassing their purchase costs [7] - Chinese airlines are accelerating their digital transformation, with over 9,000 aircraft expected to have onboard connectivity, potentially saving over $2.2 billion in operational costs and an additional $5.7 billion through reduced fuel costs [7]

Group 1 - The company announced the approval of two significant proposals during its first extraordinary shareholders' meeting in 2026, including the signing of an A320 series aircraft procurement agreement and the revision of the board's remuneration management system [2]

北京市金杜律师事务所 关于华夏航空股份有限公司 2026 年第一次临时股东会 的法律意见书 致：华夏航空股份有限公司 北京市金杜律师事务所（以下简称本所）接受华夏航空股份有限公司（以下 简称公司）委托，根据《中华人民共和国证券法》（以下简称《证券法》）、《中华 人民共和国公司法》（以下简称《公司法》）、中国证券监督管理委员会《上市公 司股东会规则》（以下简称《股东会规则》）等中华人民共和国境内（以下简称中 国境内，为本法律意见书之目的，不包括中国香港特别行政区、中国澳门特别行 政区和中国台湾省）现行有效的法律、行政法规、规章和规范性文件和现行有效 的《华夏航空股份有限公司章程》（以下简称《公司章程》）有关规定，指派律师 出席了公司于 2026 年 1 月 15 日召开的 2026 年第一次临时股东会（以下简称 本次股东会），并就本次股东会相关事项出具本法律意见书。 为出具本法律意见书，本所律师审查了公司提供的以下文件，包括但不限于： 1. 经公司 2025 年第二次临时股东大会审议通过的《公司章程》； 2. 公司于 2025 年 12 月 30 日刊登于巨潮资讯网及深圳证券交易所网站的 《华夏航空股份有限公司 ...

1、本次股东会未出现否决提案的情形。 2、本次股东会不涉及变更以往股东会已通过的决议。 华夏航空股份有限公司 2026 年第一次临时股东会决议公告 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。 特别提示： 证券代码：002928 证券简称：华夏航空 公告编号：2026-005 一、会议召开和出席情况 1、会议召开情况： （1）会议召开时间：2026 年 01 月 15 日（星期四） 1）现场会议时间：2026 年 01 月 15 日（星期四）14:30 深圳证券交易所互联网投票系统投票时间：2026 年 01 月 15 日 09:15～15:00。 （2）会议召开地点：重庆市渝北区江北国际机场航安路 30 号华夏航空新办 公楼 524 会议室 （3）会议召开方式：现场表决与网络投票相结合 2）网络投票时间： （4）会议召集人：公司董事会 深圳证券交易所交易系统投票时间：2026 年 01 月 15 日 09:15～09:25， 09:30～11:30，13:00～15:00； 本次会议的召开符合《中华人民共和国公司法》等有关法律、行政法规、部 门规章、规范性 ...

Core Viewpoint - Huaxia Airlines (002928) has received a government subsidy of 525.90 million yuan, which is 196.25% of the company's audited net profit attributable to shareholders for the fiscal year 2024 [1] Group 1: Stock Performance - As of January 15, 2026, Huaxia Airlines closed at 10.68 yuan, up 1.71% from the previous trading day [1] - The stock opened at 10.52 yuan, reached a high of 10.76 yuan, and a low of 10.48 yuan, with a trading volume of 1.97 billion yuan and a turnover rate of 1.44% [1] Group 2: Government Subsidy - The company announced that it has received notification from the Ministry of Finance regarding a subsidy from the 2025 Civil Aviation Development Fund, amounting to 525.90 million yuan [1] - This subsidy is related to the company's regular operating activities and will be recorded under "other income" [1] - For the fiscal year 2024, the company has already accrued 525.90 million yuan, with a minor difference of 0.22 million yuan to be included in the 2025 fiscal year results [1]

Core Viewpoint - The aviation and airport sector experienced a slight decline of 0.29% on January 15, with Xiamen Airport leading the drop. The Shanghai Composite Index closed at 4112.6, down 0.33%, while the Shenzhen Component Index rose by 0.41% to 14306.73 [1]. Group 1: Stock Performance - Xiamen Airport (600897) closed at 16.80, down 1.52% with a trading volume of 55,900 shares and a transaction value of 94.38 million [2]. - Huaxia Airlines (002928) saw a gain of 1.71%, closing at 10.68 with a trading volume of 184,300 shares and a transaction value of 197 million [1]. - China Eastern Airlines (600115) closed at 5.83, down 0.34% with a trading volume of 890,800 shares and a transaction value of 523 million [2]. Group 2: Capital Flow - The aviation and airport sector had a net inflow of 3.57 million from institutional investors, while retail investors saw a net outflow of 73.65 million [2]. - Spring Airlines (601021) had a net inflow of 27.87 million from institutional investors, representing 9.46% of its total trading [3]. - Xiamen Airport (600897) experienced a significant net outflow of 21.86 million from institutional investors, accounting for -23.17% of its total trading [3].

Summary of Key Points Core Viewpoint - Huaxia Airlines (002928) has received a significant government subsidy that will greatly impact its financial performance for the upcoming fiscal year [1][2]. Trading Information - On January 14, Huaxia Airlines closed at 10.5 yuan, down 1.5%, with a turnover rate of 1.9%, a trading volume of 242,700 shares, and a transaction value of 254 million yuan [1]. - The net inflow of main funds was 15.76 million yuan, indicating increased short-term interest from major investors [2]. Company Announcement - Huaxia Airlines has been notified of a subsidy of 525.90 million yuan from the Civil Aviation Development Fund for 2025, which represents 196.25% of the company's audited net profit attributable to shareholders for 2024 [1][2]. - This subsidy is related to the company's regular operating activities and will be recorded under "other income" [1]. - The subsidy amount has not yet been received, and the final impact will depend on the audit results [1].

（记者 王晓波） 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。 每经AI快讯，华夏航空1月14日晚间发布公告称，根据《财政部关于下达2025年民航发展基金预算（转 移支付部分）的通知》（财建〔2025〕468号），公司应获政府补助合计人民币约5.26亿元，占公司 2024年度经审计的归属于上市公司股东净利润的196.25%，上述政府补助款项尚未实际到账。 每经头条（nbdtoutiao）——海利生物增值9倍并购的企业，估值8个月"腰斩"，其第一大客户竟是尚未 成立的公司，离奇的事还不少…… 每日经济新闻 ...

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。 华夏航空(002928.SZ)公告称，根据财政部通知，公司应获政府补助合计52,590.00万元，占2024年度归 属于上市公司股东净利润的196.25%。该补助款项尚未实际到账，将计入2025年当期损益。 ...