证券之星消息，12月31日航空机场板块较上一交易日上涨3.31%，吉祥航空领涨。当日上证指数报收于 3968.84，上涨0.09%。深证成指报收于13525.02，下跌0.58%。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入1.85亿元，游资资金净流入2395.96万元，散户资 金净流出2.09亿元。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 | | --- | --- | --- | --- | --- | --- | --- | --- | | 600221 海航控股 | | 1.04亿 | 7.91% | -8182.14万 | -6.21% | -2242.16万 | -1.70% | | 600115 中国东航 | | 5473.53万 | 5.77% | 1830.44万 | 1.93% | -7303.97万 | -7.70% | | 601111 | 中国国航 | 4663.30万 | 5.07% | 3114.92万 | 3.38% ...

近期，国内航空业再现集中购机态势，吉祥航空、华夏航空、中国国航相继披露拟向空中客车公司采购 A320系列飞机的计划，交付周期均集中于2028年至2032年区间，凸显国内航司对中长期运力补充与结 构优化的布局方向。 从行业背景来看，此次集中采购并非孤立现象，而是国内航司集体加码中长期运力的延续。当下国内民 航市场的稳步增长态势，也为这一系列采购动作提供了坚实基础支撑。中国民航局数据显示，2025年1 月至11月，民航业完成运输总周转量1502.6亿吨公里、旅客运输量7.1亿人次，其中国际航线运输总周转 量、旅客运输量同比增速均超20%，强劲的市场增长态势为航司中长期运力布局提供了明确依据。 编辑/孟令津、徐楠 （综合自华夏航空、吉祥航空、中国国航、空中客车等） 具体来看，国有大型航司与地方航司均参与此次采购。其中，中国国航宣布向空客购买60架空客 A320NEO系列飞机，目录价格合计约为95.3亿美元，计划于2028年至2032年分批完成交付。吉祥航空 则拟签订《飞机购买协议》，向空客采购25架空客A320系列飞机，交易需经国家批准认可后，由空客 在2028年至2032年期间分批交付。华夏航空也公布拟签订《A3 ...

（文章来源：每日经济新闻） 每经AI快讯，12月31日，机场航运板块午后震荡走高，中国东航涨超5%，吉祥航空、南方航空、中国 国航涨超3%，华夏航空、海南机场跟涨。 ...

Core Viewpoint - The aviation sector is experiencing a surge in stock performance due to increased consumer travel demand ahead of the New Year holiday, indicating strong market confidence in the industry's recovery [1][3]. Group 1: Market Performance - Hong Kong aviation stocks showed a positive trend, with China Southern Airlines up 4.30%, Air China up 3.65%, and China Eastern Airlines slightly up 4.52% as of the morning close [1]. - In the A-share market, China Eastern Airlines rose by 4.06%, while other airlines like Air China and China Southern Airlines also saw increases, reflecting strong investor confidence in the aviation industry's recovery [1]. Group 2: Demand and Pricing Trends - There is a significant increase in travel intentions for the New Year holiday (January 1-3), with a notable rise in ticket bookings from major cities to popular destinations [3]. - The average economy class ticket price for the 2026 New Year holiday reached 597 yuan, a 6.7% increase compared to the same period in 2025, indicating a positive trend in both volume and pricing [3]. Group 3: Cost and Profitability Factors - The decline in oil prices has alleviated the fuel cost pressure for airlines, which is a major operational expense [3]. - The appreciation of the Chinese yuan is expected to provide significant foreign exchange gains for airlines with substantial dollar-denominated debts [3]. Group 4: Investment Outlook - Multiple brokerages have indicated that the aviation sector currently holds high investment value, with expectations of sustained support for air transport volumes due to flexible holiday arrangements [4]. - The upcoming Spring Festival holiday is anticipated to trigger a second wave of stock price increases in the aviation sector, especially if ticket prices exceed expectations [4]. - The aviation industry is positioned to benefit from supply-side reforms, with a slowdown in aircraft deliveries expected to tighten supply, while domestic economic recovery and consumer demand are projected to remain robust [5].

每经AI快讯，12月31日，机场航运板块盘中走强，中国东航涨超3%，南方航空、华夏航空涨超2%，中 国国航、海南机场、海航控股等跟涨。 每日经济新闻 ...

近日，华夏航空（002928）宣布拟与空中客车公司签订《A320系列飞机采购协议》。根据该协议，华 夏航空向空客购买和接收总共3架A320系列飞机，经国家批准认可后，空客将自2030年起三年内向公司 交付完成上述飞机。 (华夏航空) ...

格隆汇12月30日丨华夏航空(002928.SZ)公布，公司拟与空客签订《A320系列飞机采购协议》，向空客 购买和接收总共3架A320系列飞机，经国家批准认可后，空客将自2030年起三年内向公司交付完成上述 飞机。本次拟签订的《A320系列飞机采购协议》约定A320系列飞机报价（根据空客在协议中约定的 2024年1月基础价格）为每架约1.30亿美元至1.40亿美元。3架A320系列飞机的基础价格约为3.90亿美元 至4.20亿美元，约合人民币27.63亿元至29.76亿元（暂按2025年11月中国外汇交易中心月平均汇率1美元 兑7.0848元人民币折算）。 ...

（文章来源：证券日报） 证券日报网讯 12月30日，华夏航空发布公告称，公司第四届董事会第四次会议审议通过《关于拟签订 〈A320系列飞机采购协议〉的议案》《关于修订〈高级管理人员薪酬与绩效考核管理制度〉的议案》 《关于提请召开公司2026年第一次临时股东会的议案》，董事薪酬制度修订案因全员回避直接提交股东 会。 ...

Suspension and Resumption - Tianpu Co., Ltd. has suspended trading due to a significant deviation of its stock price from the company's fundamentals. The company has no plans to engage in artificial intelligence-related business and has not signed any framework cooperation agreements with shareholder Zhonghao Xinying. There are no asset injection plans related to Zhonghao Xinying [1] Share Buybacks - Zhongju High-tech plans to repurchase shares worth between 300 million to 600 million yuan for cancellation and reduction of registered capital [2] - Baili Tianheng intends to repurchase shares valued at 100 million to 200 million yuan [2] Mergers and Acquisitions - Shengxin Lithium Energy plans to acquire 30% equity of Qicheng Mining for 2.08 billion yuan, aiming for 100% ownership. Qicheng Mining's subsidiary, Huirong Mining, holds mining rights for the Muro Lithium Mine, which has confirmed Li2O resources of 989,600 tons with an average grade of 1.62%, making it one of the highest-grade lithium mines in Sichuan, with a production scale of 3 million tons per year [3] - Mingde Bio plans to acquire 100% equity of Wuhan Bikaier Rescue Supplies Co., Ltd. in cash. The target company is one of the early adopters of international first aid concepts and technologies, focusing on emergency rescue business [3] - Yilake Co., Ltd. intends to acquire 51% equity of Minmetals Salt Lake for 4.605 billion yuan [3] - CITIC Special Steel's wholly-owned subsidiary, Taifu Technology, plans to acquire 100% equity of Fujing Special Co., Ltd. from Guangzhou Airport for 1.51 billion yuan. Fujing Special is one of the world's top three independent steel traders [3] - China National Pharmaceutical plans to acquire 70% equity of Zezheng Pharmaceutical for 525 million yuan. Zezheng Pharmaceutical specializes in the research and development of modified new drugs and complex formulations [3] External Investments and Daily Operations - Wanli Stone plans to establish a joint venture to develop and operate the Kuerdai Molybdenum Uranium polymetallic mine resources [4] - China Nonferrous Metals plans to invest 1.741 billion yuan in the expansion project of a lead-zinc mine with an annual capacity of 1.65 million tons [5] - Taihe Technology plans to transform its original lithium iron phosphate production facility to produce sodium iron phosphate, achieving an annual production capacity of 10,000 tons [5] - Zhaofeng Co., Ltd. intends to invest 1.53 billion yuan in the industrialization project of embodied intelligent robots and high-end precision components for automotive intelligent driving [5] - Datang Power plans to increase its investment in Datang Nuclear Power Company by 617 million yuan for projects including the Liaoning Xudabao Nuclear Power Project and Ningde Second Nuclear Power [5] - Huaxia Airlines plans to purchase three A320 series aircraft, with an estimated transaction amount of approximately 2.763 billion to 2.976 billion yuan [6] - Jingce Electronics plans to sell multiple semiconductor front-end testing equipment to customers, totaling 571 million yuan [7] - Tianyuan Co., Ltd. plans to invest 1.483 billion yuan in a project to build an annual production capacity of 100,000 tons of titanium dioxide using the chloride method [8] - Baiwei Storage plans to acquire 380,000 shares of Niu Xin Semiconductor for 2 million yuan, with the National Integrated Circuit Fund Phase II holding a 6.76% stake in the latter [9] - Jinpan Technology has signed a contract for a data center project with overseas clients, amounting to 98.992 million USD [9] Performance Changes - Zijin Mining expects a net profit attributable to shareholders of approximately 51 billion to 52 billion yuan for the fiscal year 2025, representing a year-on-year increase of about 59% to 62%. The sales prices of gold, copper, and silver have increased year-on-year [10]

格隆汇12月30日｜华夏航空公告，公司拟与空中客车公司签订《A320系列飞机采购协议》，根据该协 议，公司向空客购买和接收总共3架A320系列飞机，经国家批准认可后，空客将自2030年起三年内向公 司交付完成上述飞机。根据协议，约定A320系列飞机报价（根据空客在协议中约定的2024年1月基础价 格）为每架约1.30亿美元至1.40亿美元。3架A320系列飞机的基础价格约为3.90亿美元至4.20亿美元，约 合人民币27.63亿元至29.76亿元。实际交易中空客给予本公司较大优惠幅度，因此预计本次购买飞机的 实际价格将低于上述基本价格。 ...