来源：中 国国际航空 转自：北京日报客户端 据@中国国际航空，C919的9是什么意思？天长地久！今天国航第9架C919入列啦！欢迎欢迎～ ...

本文源自：金融界AI电报 近日连续回调的港股三大指数再度活跃，中国国航一度涨近5%刷新近期阶段新高，中国东方航空目前 涨3.5%，中国南方航空涨2%。 ...

| 代码 | 名称 | 最新价 涨跌幅 √ | | --- | --- | --- | | 00753 | 中国国航 | 7.070 3.97% | | 00670 | 中国东方航空股 | 5.280 3.53% | | 01055 | 中国南方航空股 | 5.700 1.97% | 港股频道更多独家策划、专家专栏，免费查阅>>责任编辑：栎树 12月29日，近日连续回调的港股三大指数再度活跃，中国国航一度涨近5%刷新近期阶段新高，中国东 方航空目前涨3.5%，中国南方航空涨2%。 消息上，元旦假期临近，2026年元旦机票市场预计会"量价齐升"。在海南封关及元旦假期临近等多重驱 动下，旅游板块近期持续活跃。 今年元旦假期民航市场热度较往年明显上升。多家航空公司在热门冰雪游航线上增投了运力，目前机票 销售进度已超其它航线。相关人士表示，深圳工作的人去北方旅游，东北地区的游客也流行来深圳旅 游。深圳机场往返东北客流量，最近已同比增长了4.3%。 ...

消息上，元旦假期临近，2026年元旦机票市场预计会"量价齐升"。在海南封关及元旦假期临近等多重驱 动下，旅游板块近期持续活跃。 | 代码 | 名称 | 最新价 涨跌幅 v | | --- | --- | --- | | 00753 | 中国国航 | 7.070 3.97% | | 00670 | 中国东方航空股 | 5.280 3.53% | | 01055 | 中国南方航空股 | 5.700 1.97% | 近日连续回调的港股三大指数再度活跃，中国国航一度涨近5%刷新近期阶段新高，中国东方航空目前 涨3.5%，中国南方航空涨2%。 今年元旦假期民航市场热度较往年明显上升。多家航空公司在热门冰雪游航线上增投了运力，目前机票 销售进度已超其它航线。相关人士表示，深圳工作的人去北方旅游，东北地区的游客也流行来深圳旅 游。深圳机场往返东北客流量，最近已同比增长了4.3%。 ...

每经AI快讯，港股航空股早盘普涨，截至发稿，中国国航(00753.HK)涨4.41%，报7.1港元；东方航空 (00670.HK)涨3.73%，报5.29港元；南方航空(01055.HK)涨1.97%，报5.7港元。 ...

Investment Rating - The report does not explicitly state an overall investment rating for the industry, but it recommends specific companies such as SF Express and China Southern Airlines based on their performance and market conditions [2][4]. Core Views - The express delivery sector shows a year-on-year growth of 5% in November, with some companies benefiting from price increases due to reduced competition. The total express delivery volume reached approximately 180.6 billion pieces, while revenue decreased by 3.7% to 137.65 billion yuan [2]. - In logistics, the chemical transportation prices remained stable, and the report recommends Haichen Co. for its focus on smart logistics and improved demand [3]. - The aviation sector experienced a slight increase in flight operations, with an average of 14,612 flights per day, reflecting a 1.79% year-on-year growth. The report anticipates profit elasticity for airlines due to supply constraints and rising ticket prices [4]. - The shipping sector indicates a mixed performance, with container shipping rates showing a slight increase, while dry bulk shipping rates have decreased. The report highlights the impact of geopolitical events on oil tanker operations [5]. - The road and rail sector shows stable performance, with highway freight traffic increasing by 2.02% week-on-week, and the Daqin Railway reported a 1.75% increase in freight volume [6][89]. Summary by Sections 1. Market Review - The transportation index rose by 1.3% during the week of December 20-26, underperforming the Shanghai Composite Index, which increased by 1.9%. The logistics sector had the highest gain at 5.5%, while the aviation sector saw a decline of 0.7% [1][13]. 2. Industry Fundamentals Tracking 2.1 Shipping and Ports - The report notes a slowdown in container shipping declines, with support from seasonal demand and long-term contracts. However, it warns of potential downward pressure on rates in January due to increased capacity [24]. - The export container shipping index (CCFI) was reported at 1,146.67 points, up 2.0% week-on-week but down 24.3% year-on-year [25]. 2.2 Aviation and Airports - The civil aviation sector saw a total passenger volume of 60.17 million in November, a 6% increase year-on-year, with domestic routes growing by 5% and international routes by 19% [58]. - The report highlights that airlines are expected to see significant profit increases in Q4 due to high load factors and rising ticket prices [58]. 2.3 Rail and Road - The report indicates that national railway passenger volume reached 331 million in November, a year-on-year increase of 8.94%, while freight volume was 460 million tons, up 1.16% [83]. - The highway freight traffic showed a slight increase, with a total of 55.44 million trucks passing through highways during the week of December 16-21 [89].

12月27日上午，建信金融租赁有限公司（简称"建信金租"）在江西省南昌市成功向中国国际航空股份有 限公司（简称"中国国航"）交付公司首架C919飞机。目前，建信金租已累计与中国国航开展了19架飞 机的租赁业务合作。 ...

智通财经APP获悉，高盛发布研报称，展望明年中国航空公司将迎来更高的国际旅游需求，更多国家对 中国旅客实施免签政策，加上机位供应短缺的情况或持续，预期机票价格有进一步上行空间，此受国际 旅客流量预测上调所驱动，原因包括中国出口活动改善、更多国家对中国旅客实施免签政策，料可推动 航空股2027年股本回报率达到达到22%。该行指出，虽然与日本相关旅游风险仍值得关注，但目前继续 对航空股持有正面看法。考虑到中国国航(00753)表现强劲，高盛重点推荐国航H股及A股，评级"买 入"。 其他交通板块方面，高盛表示对原油油轮公司维持乐观看法，预期在2026年的持续上行周期中，现货运 价可进一步上涨，认为中远海能(01138)因其对原油油轮及中国进口业务的较高敞口而受益，同样给 予"买入"评级。至于集装箱航运公司，高盛转为看淡，指出今年新船订单高于预期，推动订单对现有运 力占比达到33%，或带来更深且更长的下行周期。该行予中远海控(01919)评级沽售。 ...

智通财经APP获悉，高盛发布研报称，展望明年中国航空公司将迎来更高的国际旅游需求，更多国家对 中国旅客实施免签政策，加上机位供应短缺的情况或持续，预期机票价格有进一步上行空间，此受国际 旅客流量预测上调所驱动，原因包括中国出口活动改善、更多国家对中国旅客实施免签政策，料可推动 航空股2027年股本回报率达到达到22%。该行指出，虽然与日本相关旅游风险仍值得关注，但目前继续 对航空股持有正面看法。考虑到中国国航(00753)表现强劲，高盛重点推荐国航H股及A股，评级"买 入"。 其他交通板块方面，高盛表示对原油油轮公司维持乐观看法，预期在2026年的持续上行周期中，现货运 价可进一步上涨，认为中远海能(01138)因其对原油油轮及中国进口业务的较高敞口而受益，同样给 予"买入"评级。至于集装箱航运公司，高盛转为看淡，指出今年新船订单高于预期，推动订单对现有运 力占比达到33%，或带来更深且更长的下行周期。该行予中远海控(01919)评级沽售。 ...

Core Viewpoint - China National Airlines' stock price has shown fluctuations, with a recent decline of 2.01% and a year-to-date increase of 11.13%, indicating a mixed performance in the market [1]. Group 1: Stock Performance - As of December 22, the stock price of China National Airlines was reported at 8.79 CNY per share, with a trading volume of 1.81 billion CNY and a turnover rate of 0.17%, leading to a total market capitalization of 153.37 billion CNY [1]. - The stock has increased by 5.02% over the last five trading days, 5.78% over the last twenty days, and 12.12% over the last sixty days [1]. Group 2: Financial Performance - For the period from January to September 2025, China National Airlines achieved an operating revenue of 129.83 billion CNY, reflecting a year-on-year growth of 1.31%, and a net profit attributable to shareholders of 1.87 billion CNY, which is a 37.31% increase compared to the previous year [2]. Group 3: Shareholder Information - As of September 30, 2025, the number of shareholders for China National Airlines was 129,100, showing a slight decrease of 0.12% from the previous period [2]. - The company has cumulatively distributed dividends amounting to 13.32 billion CNY since its A-share listing, with no dividends paid in the last three years [3]. - The top ten circulating shareholders include China Securities Finance Corporation, holding 311 million shares, and Hong Kong Central Clearing Limited, which reduced its holdings by 123 million shares [3].