海航控股(600221.SH)：2025年12月客运运力投入同比增长4.1%

Core Viewpoint - HNA Group announced the introduction of new aircraft and operational performance metrics for December 2025, indicating growth in passenger and cargo transport capacity, particularly in international markets [1] Group 1: Aircraft Fleet and Changes - The company will introduce 1 A320NEO aircraft and 2 C909 aircraft while retiring 1 B787-8, 1 A330-200, and 4 B737-800 aircraft by December 2025 [1] - By the end of December 2025, the total operational fleet will consist of 359 aircraft [1] Group 2: Passenger Transport Metrics - Passenger capacity (measured in available seat kilometers) is expected to increase by 4.1% year-on-year, with international passenger capacity rising by 22.61% [1] - Revenue passenger kilometers are projected to grow by 6.13% year-on-year, with international revenue passenger kilometers increasing by 25.76% [1] - The total number of passengers transported is anticipated to rise by 2.80%, with international passenger transport volume increasing by 21.95% [1] Group 3: Cargo and Mail Transport Metrics - Cargo and mail revenue ton kilometers are expected to grow by 14.22% year-on-year, with international cargo and mail revenue ton kilometers increasing by 23.70% [1] - The total volume of cargo and mail transported is projected to increase by 8.39%, with international cargo and mail transport volume rising by 24.27% [1] - The cargo and mail load factor is expected to improve by 2.63 percentage points [1]