海航控股11月经营数据公布 航线拓展与自贸港布局双轮驱动高质量发展

Group 1 - The company has achieved significant breakthroughs in route layout, service innovation, and industry collaboration, laying a solid foundation for development in Q4 and 2026, driven by the accelerated expansion of international route networks, new capacity deployment, and the deep release of Hainan Free Trade Port policy dividends [1] - In November, the company continued its strong performance from the first three quarters, with domestic market ticket prices and load factors both showing year-on-year increases, while international passenger traffic maintained rapid growth [1] - The company's cargo and mail revenue ton-kilometers increased by 17.8% year-on-year in November, with international cargo and mail revenue ton-kilometers growing by 23.75%, and cargo and mail volume increasing by 14.32%, with international cargo and mail volume up by 21.2% [1] Group 2 - The company has made key breakthroughs in the aviation maintenance sector, with its Haikou Guinness Engine Maintenance Company completing its first GEnx-1B engine test run in October, having delivered a total of 23 engines, marking a transition from "capability verification" to "mass delivery" [1] - As the only company in China authorized for GEnx-1B engine overhaul at the highest level by GE, it aims to set a benchmark for China's high-end aviation maintenance industry, leveraging the "zero tariff" policy for aviation materials and bonded maintenance [1] - The company has imported 20 batches of "zero tariff" aviation materials worth approximately 350 million yuan, saving over 50 million yuan in taxes, and expects to save over 16 million yuan in tariffs through the introduction of A321neo and A330 aircraft under the "zero tariff" policy [2] Group 3 - As of the end of November, the company's fleet size reached 362 aircraft, achieving revenue passenger kilometers (RPK) of 10,114.39 million kilometers, with international market RPK increasing by 24.36% year-on-year to 2,136.45 million kilometers [4] - The passenger transport volume increased by 5.08% year-on-year to 5,329.81 thousand passengers, with international passenger transport volume growing by 16.09% to 330.10 thousand passengers [4] - The company's passenger capacity input (measured in available seat kilometers) increased by 6.87% year-on-year to 12,176.24 million kilometers, demonstrating industry-leading operational efficiency [4]