1月28日，中国东航跌5.02%，截至发稿，报5.49元/股，成交13.98亿元，换手率1.48%，总市值1212.62 亿元。中国东航股价已经连续5天下跌，区间累计跌幅9.12%。 摩根内需动力混合A（377020）基金经理为王睿。 截至发稿，王睿累计任职时间7年73天，现任基金资产总规模17.3亿元，任职期间最佳基金回报 88.86%， 任职期间最差基金回报-15.73%。 声明：市场有风险，投资需谨慎。 本文基于第三方数据库自动发布，任何在本文出现的信息（包括但 不限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。受限于第三方数据库质量等问题，我们无法对数据的真实性及完整性进行分辨或核验，因此本文内 容可能出现不准确、不完整、误导性的内容或信息，具体以公司公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 责任编辑：小浪快报 资料显示，中国东方航空股份有限公司位于上海市闵行区虹翔三路36号,香港金钟道95号统一中心19楼D 室，成立日期1995年4月14日，上市日期1997年11月5日，公司主营业务涉及航空客、货、邮、行李运输 业务及延伸 ...

来源：新浪财经 日前，中国东航发布公告称，其全资子公司上海航空有限公司已与东航集团全资孙公司东航置业签署 《实物资产交易合同》，拟将其持有的上海凯迪克大厦房产转让给控股股东东航集团的全资孙公司东航 置业，交易价格为1.34亿元，较账面成本增值61.02%。 这并非东航与同一关联人在过去12个月内的首次交易，累计交易已达2次，涉及金额4.24亿元。 公告显示，交易定价依据市场法评估，评估价值为1.34亿元，评估增值率达61.02%，评估机构为国众联 资产评估土地房地产估价有限公司。 中国东航表示，此次交易旨在"盘活存量资产，进一步集中资源做好航空主业"。公司强调，交易不会对 财务状况和经营成果造成重大不利影响。 中国东航的国际航线运力已达到2019年同期的118%，但在远程洲际航线恢复受阻的情况下，公司需要 调整经营策略。 面对这些挑战，中国东航已在半年报中调整了机队规划，调减2026、2027年飞机引进数量。调整后的规 划显示，2026年飞机净增数量从原计划的51架下调至12架，2027年从28架下调至15架。 值得注意的是，这一资产出售行为发生在股东上海均瑶（集团）有限公司完成减持计划后不久。均瑶集 团在2 ...

Group 1 - The aviation and airport sector experienced a decline of 1.3% on January 23, with China Eastern Airlines leading the drop [1] - The Shanghai Composite Index closed at 4136.16, up 0.33%, while the Shenzhen Component Index closed at 14439.66, up 0.79% [1] - Major stocks in the aviation sector showed mixed performance, with China Eastern Airlines closing at 5.88, down 3.13%, and other companies like Xiamen Airport and Shenzhen Airport showing slight gains [3][1] Group 2 - The net outflow of main funds in the aviation and airport sector was 255 million yuan, while retail funds saw a net inflow of 42.27 million yuan [3][4] - The detailed fund flow indicated that Shenzhen Airport had a net inflow of 28.21 million yuan from main funds, while China Eastern Airlines had a significant net outflow of 17.01 million yuan [4] - The overall trend in fund flow suggests a cautious sentiment among institutional investors, contrasting with retail investors' activity [4] Group 3 - The Aerospace ETF (product code: 159227) tracked the aerospace industry index and saw a decline of 4.93% over the past five days, with a net redemption of 85.37 million yuan [6] - The General Aviation ETF (product code: 159230) also faced a decline of 5.89%, but experienced a net inflow of 24.84 million yuan [7] - The tourism ETF (product code: 562510) showed a positive trend with a 2.08% increase, indicating a potential area of interest within the broader market [7]

消息面上，近期油价、汇率波动。据华创证券研报，根据各家航司2025年半年报披露，10%的油价变动 对应三大航年化成本影响约43~51亿，1%汇率波动，对三大航影响在1.3-2.6亿。国泰海通证券近期指， 预计2026年春运需求将保持旺盛；民航将严控干线市场航司增加与增班，春运加班将较为有限；春节拼 假效应将弱于往年，节前节后客流集中或有利航司收益管理。 智通财经APP获悉，航空股全线回调，截至发稿，东方航空(00670)跌5.17%，报5.5港元；中国国航 (00753)跌4.95%，报7.11港元；南方航空(01055)跌3.11%，报5.92港元；国泰航空(00293)跌1.51%，报 12.42港元。 ...

Market Overview - The aviation and airport sector experienced a decline of 0.69% on January 22, with China Eastern Airlines leading the drop [1] - The Shanghai Composite Index closed at 4122.58, up 0.14%, while the Shenzhen Component Index closed at 14327.05, up 0.5% [1] Stock Performance - Notable stock performances included: - HNA Holding (600221) closed at 1.73, up 1.76% with a trading volume of 4.79 million shares and a turnover of 826 million yuan - Shenzhen Airport (000089) closed at 7.20, up 1.55% with a trading volume of 185,800 shares and a turnover of 133 million yuan - China Eastern Airlines (600115) closed at 6.07, down 2.41% with a trading volume of 1.43 million shares and a turnover of 873 million yuan [1][3] Capital Flow - The aviation and airport sector saw a net outflow of 147 million yuan from institutional investors, while retail investors had a net inflow of 97.06 million yuan [3] - Specific stock capital flows included: - HNA Holding had a net inflow of 57.12 million yuan from institutional investors - China Eastern Airlines experienced a net outflow of 7.07 million yuan from institutional investors [4] ETF Performance - The Aerospace ETF (159227) tracking the aerospace industry index saw a decline of 4.99% over the past five days, with a net subscription of 100 million yuan [6] - The General Aviation ETF (159230) tracking the general aviation industry index declined by 4.77%, with a net subscription of 12.71 million yuan [7]

Core Viewpoint - The aviation and airport sector experienced a decline of 1.17% on January 21, with China Eastern Airlines leading the drop, while the Shanghai Composite Index rose by 0.08% and the Shenzhen Component Index increased by 0.7% [1]. Group 1: Market Performance - The closing price of China Eastern Airlines was 6.22, reflecting a decrease of 2.20% with a trading volume of 1,109,700 shares and a transaction value of 6.95 million [2]. - The aviation and airport sector saw a net outflow of 84.83 million from major funds, while retail investors experienced a net outflow of 10.9 million, and speculative funds had a net inflow of 194 million [2][3]. Group 2: Individual Stock Performance - China National Aviation (China National Airlines) had a net outflow of 22.99 million from major funds, with a net inflow of 5.52 million from speculative funds and a net outflow of 28.51 million from retail investors [3]. - Xiamen Airport reported a net outflow of 2.03 million from major funds, while speculative funds had a net inflow of 1.35 million, and retail investors saw a net inflow of 0.68 million [3]. - Shenzhen Airport experienced a net inflow of 12.93 million from major funds, with a net inflow of 2.77 million from speculative funds and a net outflow of 15.69 million from retail investors [3].

Group 1 - The core point of the article is that Yingfang Micro (000670) has announced a major asset restructuring plan, aiming to acquire 100% equity of Shanghai Xiaokeli Information Technology Co., Ltd. and Fujide China Co., Ltd. to enhance its competitiveness in the semiconductor industry chain service platform [2][4] - The acquisition will be executed through a combination of issuing shares and cash payments, along with raising matching funds, to support the transaction and related expenses [3][4] - The two target companies are established players in the semiconductor distribution sector, with Shanghai Xiaokeli specializing in electronic component distribution and Fujide China focusing on semiconductor packaging and testing equipment [4][5] Group 2 - The global semiconductor market is projected to grow by 23.4% year-on-year by 2025, driven by strong demand from artificial intelligence, with expectations of surpassing $900 billion by 2026 [5] - The acquisition is expected to enhance Yingfang Micro's business scale and market share in electronic component distribution, while also adding semiconductor equipment distribution to its product offerings [5] - The transaction is anticipated to constitute a significant asset restructuring and related party transaction, but will not result in a change of control for the company, which currently has a dispersed shareholding structure [5][6]

深夜公告。 盈方微（000670）1月19日晚间公告，公司拟通过发行股份及支付现金的方式取得上海肖克利信息科技股份有限公司（简称"上海 肖克利"）100%股份、FIRST TECHNOLOGY CHINA LIMITED（富士德中国有限公司，简称"富士德中国"）100%股份，并募集配 套资金。 此外，本次交易相关的审计、评估工作尚未完成，标的资产的估值及定价尚未最终确定，根据标的公司未经审计的财务数据初步 判断，本次交易预计将构成上市公司重大资产重组。对于本次交易是否构成重大资产重组的具体认定，公司将在重组报告书中予 以详细分析和披露。本次交易涉及发行股份购买资产，需要深圳证券交易所审核通过并经中国证券监督管理委员会予以注册后方 可实施。 经向深圳证券交易所申请，公司股票（证券品种：A股股票，证券简称：盈方微，证券代码：000670）将于2026年1月20日（星期 二）开市时起开始复牌。 值得一提的是，本次重组前，盈方微主营业务包括电子元器件分销和集成电路芯片的研发、设计和销售。上海肖克利为专业电子 元器件分销商及应用解决方案提供商，是东芝、罗姆、村田等多家全球知名半导体品牌授权分销商。富士德中国主要从事半导 ...

Core Viewpoint - The company, Yingfang Microelectronics, plans to acquire 100% of Shanghai Xiaokeli Information Technology Co., Ltd. and FIRST TECHNOLOGY CHINA LIMITED through a combination of share issuance and cash payment, while also raising supporting funds [2][4]. Group 1: Transaction Details - The board of directors approved the asset acquisition and fundraising plan on January 19, with related auditing and valuation work still pending [4]. - The transaction is expected to constitute a major asset restructuring for the listed company, with specific recognition to be detailed in the restructuring report [4]. - The stock of Yingfang Microelectronics will resume trading on January 20, 2026, after being suspended [4]. Group 2: Business Overview - Prior to the restructuring, Yingfang Microelectronics was engaged in the distribution of electronic components and the research, design, and sale of integrated circuit chips [5]. - Shanghai Xiaokeli is a professional distributor of electronic components and application solutions, authorized by several global semiconductor brands [5]. - FIRST TECHNOLOGY CHINA LIMITED focuses on semiconductor equipment distribution, providing solutions for semiconductor packaging and electronic assembly [5]. Group 3: Strategic Implications - The acquisition targets are deeply involved in the core areas of the semiconductor industry, aligning closely with the company's main business [6]. - The restructuring is aimed at consolidating and strengthening the semiconductor distribution business, enhancing market share and expanding the product structure [6]. - Post-transaction, the company expects to improve its profitability, sustainable operational capacity, and resilience against market fluctuations [6]. - Before the suspension, the stock price was reported at 7.73 yuan per share, with a total market capitalization of 6.528 billion yuan [6].

（原标题：深夜公告！000670重大资产重组，周二复牌！） 深夜公告。 盈方微（000670）1月19日晚间公告，公司拟通过发行股份及支付现金的方式取得上海肖克利信息科技 股份有限公司（简称"上海肖克利"）100%股份、FIRST TECHNOLOGY CHINA LIMITED（富士德中国 有限公司，简称"富士德中国"）100%股份，并募集配套资金。 根据公告，公司于1月19日召开第十三届董事会第四次会议，审议通过了《关于本次发行股份及支付现 金购买资产并募集配套资金暨关联交易方案的议案》《关于<盈方微电子股份有限公司发行股份及支付 现金购买资产并募集配套资金暨关联交易预案>及其摘要的议案》等与本次交易相关的议案。 此外，本次交易相关的审计、评估工作尚未完成，标的资产的估值及定价尚未最终确定，根据标的公司 未经审计的财务数据初步判断，本次交易预计将构成上市公司重大资产重组。对于本次交易是否构成重 大资产重组的具体认定，公司将在重组报告书中予以详细分析和披露。本次交易涉及发行股份购买资 产，需要深圳证券交易所审核通过并经中国证券监督管理委员会予以注册后方可实施。 经向深圳证券交易所申请，公司股票（证券品种：A ...