Core Viewpoint - China Eastern Airlines has shown a significant recovery in its financial performance, with a notable increase in revenue and a return to profitability in the third quarter of 2025 [1] Financial Performance - The company reported operating revenue of 106.41 billion yuan for the first three quarters of 2025, representing a year-on-year increase of 3.73% [1] - The net profit attributable to shareholders was 2.103 billion yuan, a turnaround from a loss of 138 million yuan in the same period last year [1] - Basic earnings per share stood at 0.09 yuan [1] Market Analysis - CICC noted that the third-quarter performance of China Eastern Airlines met their expectations [1] - The rebound in business travel is highlighted, with a continuous month-on-month recovery [1] - The company benefits from high-quality business routes and a significant proportion of business travelers, leading to greater profit elasticity [1] - Since September, ticket prices have been on the rise, which is linked to the civil aviation industry's efforts to combat "involution" [1] - The ongoing industry trend of "anti-involution" is expected to favor the company [1]
中国东方航空股份涨近3% 前三季度归母净利21.03亿元 公司受益公商务出行恢复