中国北京建国门外大街 1 号国贸写字楼 2 座 12-15 层 100004 12-15th Floor, China World Office 2, No. 1 Jianguomenwai Avenue, Beijing 100004, China 电话 Tel: +86 10 6563 7181 传真 Fax: +86 10 6569 3838 电邮 Email: beijing@tongshang.com 网址 Web: www.tongshang.com 关于中国东方航空股份有限公司 2024 年度股东大会的 法律意见书 致：中国东方航空股份有限公司 根据《中华人民共和国公司法》(以下简称"公司法")、《中华人民共和国证券法》 (以下简称"证券法")、《上市公司股东会规则》(以下简称"股东会规则")、《上海证券 交易所上市公司自律监管指引第 1 号——规范运作》（以下简称"规范运作指引"）以及 《中国东方航空股份有限公司章程》（以下简称"公司章程"）的规定，北京市通商律师 事务所(以下简称"通商")接受中国东方航空股份有限公司(以下简称"中国东航"或"公 司")的委托，指派律师出席了公司 2024 年 ...

端午假期日益临近，机票进入预订高峰。据航旅纵横大数据显示，截至5月27日，端午假期国内航线机 票预订量超293万张。国际航线机票预订量超62万张，比去年同期增长约19%，中短途热门航线机票预 订量同比增长近1倍。 近期，航空股频频活跃。富途牛牛显示，自4月8日起，港股航空概念指数累计涨幅已超30%，跑赢大 盘。 5月28日，在港股普跌走势中，航空股表现依旧强势。其中，中国东方航空股份（00670.HK）涨3.4%， 中国国航（00753.HK）涨2.05%，中国南方航空股份（01055.HK）涨2.56%，美兰空港（00357.HK）涨 1.36%。 今日A股航空板块虽稍逊港股同业，仍逆势走强彰显韧性。吉祥航空（603885.SH）涨1.71%，中国国航 （601111.SH）、南方航空（600029.SH）、中国东航（600115.SH）分别上涨0.87%、0.65%、0.5%。 近期，航空股反复活跃，或与市场预期向好有关。 然而，从业绩层面看，今年一季度，多家航空公司利润大幅缩水甚至亏损。业内人士分析，春节后出行 需求季节性回落，叠加以价换量;竞争，导致票价承压下行，航司陷入旺丁不旺财;的困境。 不过，高 ...

Core Viewpoint - The article discusses the rising trend of weekend international travel among young professionals in China, highlighting its cost-effectiveness and the unique experiences it offers compared to traditional longer vacations [2][6][27]. Group 1: Weekend Travel Trends - Young professionals, particularly those born in the 1990s, are increasingly opting for weekend trips abroad, often without taking annual leave [2][4]. - Popular destinations include Japan, South Korea, Southeast Asia, and even Russia, with many travelers finding these locations suitable for short, fulfilling getaways [6][8][12]. - The trend is characterized by a focus on maximizing travel experiences within a limited timeframe, often leading to a more economical and less crowded travel experience compared to longer holidays [12][37]. Group 2: Cost Analysis - A typical weekend trip can cost around 3000 RMB, including accommodation, transportation, and flights, which is considered affordable compared to other leisure activities [5][28]. - Many travelers utilize promotional fares and strategic planning to keep costs low, with some reporting round-trip flights for as little as 500 RMB [11][28]. - The perceived value of these trips is high, as travelers prioritize experiences over traditional notions of return on investment (ROI) in travel [27][33]. Group 3: Travel Experiences and Preferences - Travelers express a desire for high-quality experiences, often favoring destinations that offer concentrated attractions and efficient transportation [12][20]. - There is a divide in travel styles among young professionals, with some preferring a relaxed, exploratory approach while others adopt a more rigorous, schedule-driven itinerary [22][30]. - The emotional and psychological benefits of travel, such as stress relief and personal fulfillment, are emphasized, with many travelers viewing these trips as essential for maintaining a balanced lifestyle [28][36].

Group 1 - The A-share airport and shipping sector has strengthened, with Huaxia Airlines rising over 7% [1] - Both Juneyao Airlines and China National Aviation have increased by more than 3% [1] - China Eastern Airlines and Southern Airlines also experienced gains [1]

Core Viewpoint - Southern Airlines Logistics has officially launched its international transportation project for lychees to the UK, marking a significant step in expanding its global market presence and promoting the cultural significance of lychees from Guangdong [1][3]. Group 1: Logistics and Transportation Strategy - Southern Airlines Logistics has established a dedicated lychee transportation task force and a 24-hour response mechanism to ensure seamless logistics from orchard picking to customs clearance and final delivery [3]. - The company has implemented a "air + multimodal transport" dual-track solution to enhance the freshness and timely delivery of lychees, achieving delivery to major European cities within 24-48 hours [3]. - Upgrades to the service system at Guangzhou Baiyun International Airport include real-time coordination between departure and destination stations, as well as the creation of dedicated channels for fresh goods, significantly reducing ground handling time for lychees [5]. Group 2: Quality Control and Preservation Techniques - Southern Airlines Logistics has partnered with upstream and downstream enterprises to establish deep collaborations with quality orchards, customizing logistics solutions based on the specific characteristics of lychee varieties to ensure quality control throughout the supply chain [3]. - The introduction of standardized pre-cooling treatments and new nano-preservation packaging, along with gas release technology, has effectively extended the preservation period of lychees to over 10 days, with a damage rate controlled below 5% [3]. Group 3: Future Outlook - The company aims to enhance its global cold chain network, contributing to the upgrade of the lychee industry and promoting the flavors of China to the world [5].

Group 1 - Xiaomi officially launched its self-developed 3nm mobile SoC chip "Xuanjie O1" on May 22, marking it as the fourth company globally to release a self-developed 3nm chip after Apple, Qualcomm, and MediaTek [1][3][7] - The release of "Xuanjie O1" signifies a critical step for China's chip industry, transitioning from "following" to "leading" in high-end chip development, and showcases the country's growing self-design capabilities [10][7] - The recent advancements in Chinese technology, including breakthroughs in domestic chips and operating systems, indicate a shift from "technology following" to "standard leading," with significant releases from companies like Huawei and Xiaomi [3][7] Group 2 - Huawei's CloudMatrix 384, unveiled on May 16, introduces a new AI computing infrastructure, enhancing processing efficiency and breaking traditional GPU limitations [5][10] - The launch of Huawei's Harmony OS laptops further solidifies its ecosystem, establishing Harmony OS as a competitive operating system alongside Windows and MacOS [7][10] - The successful test flight of the domestically developed C919 aircraft on May 18 marks a significant milestone in China's aviation industry, breaking the previous monopoly held by Airbus and Boeing [12][10] Group 3 - The AG600 "Kunlong" amphibious aircraft's successful test flight on May 18 demonstrates China's advancements in multi-purpose aircraft, crucial for disaster response and emergency rescue [14][10] - The introduction of the "Ji Xiang Fang Zhou" hospital ship enhances China's maritime medical capabilities, aligning with international standards and improving emergency response [24][26] - The emergence of various advanced technologies in both civilian and military sectors reflects a broader trend of technological accumulation leading to significant breakthroughs in China's strategic capabilities [30][10]

Group 1 - The core viewpoint is that Chinese automotive brands are leveraging artificial intelligence to address language control issues in smart cockpits as they expand internationally [1] - GAC Group has partnered with Alibaba Cloud to explore the integration of large models and traditional AI models, aiming to support business transformation processes more rapidly [1] - Alibaba Group emphasizes the need for a new generation of infrastructure to support the globalization of Chinese enterprises, including investments in global cloud computing networks and accelerating the internationalization of AI products [1] Group 2 - The essence of digital intelligence going abroad is to empower traditional industries and emerging fields through technologies like AI, big data, and cloud computing, driving industrial chain upgrades [2] - Companies like Yili Group and SHEIN have successfully utilized AI for intelligent monitoring and supply chain strategies, significantly enhancing production efficiency and market responsiveness [2] - Chinese enterprises are expected to leverage their strong digital infrastructure and technological advantages in AI, IoT, and cloud computing to gain competitive differentiation in global markets [2] Group 3 - AI technology is reshaping industry forms and redefining the innovative leadership position of Chinese enterprises in the global value chain [3] - Recommendations for empowering Chinese enterprises going abroad include building new digital infrastructure, creating service platforms, expanding AI application scenarios, and fostering an inclusive digital society [3] - The vast Chinese market and its rich application scenarios provide a strong foundation for products and technologies that succeed domestically to also thrive globally [3]

Core Insights - The CEO of Viking Cruises, Torstein Hagen, emphasizes the company's commitment to investing in the Chinese market, viewing it as a significant opportunity for growth despite challenges faced in the past, such as the financial crisis and the pandemic [1][2][3] Investment Strategy - Viking Cruises has adopted a "counter-cyclical philosophy," choosing to invest more during downturns while being cautious during prosperous times [1] - The company plans to introduce four customized river cruise ships to the Chinese market this year, with potential growth in the following year, and is also considering launching European ocean cruise plans [1][3] Market Potential - Research indicates that by 2035, China is expected to become the world's largest outbound tourism market, reinforcing Viking's belief in the growth potential of the Chinese cruise tourism market [3] - The overall tourism market in China has reportedly returned to pre-pandemic levels, indicating a positive trend for the industry [5] Target Demographic - Viking Cruises focuses on the senior demographic, recognizing their substantial budget and time for travel, and aims to provide tailored experiences for this group [7][8] - The company is committed to redefining the image of Chinese seniors, showcasing their vitality and desire for enriching travel experiences [8] Competitive Landscape - Viking Cruises views its competition as more aligned with bus tours rather than other cruise brands, indicating a unique positioning in the market [10] - The entry of competitors like MSC's Explora Journeys is acknowledged, but Viking believes its long-term commitment and tailored services for the Chinese market will maintain its competitive edge [9][10] Future Plans - Viking is exploring the development of two European ocean cruise routes targeting Chinese tourists, with potential destinations including Rome and Greece, although specific launch dates are still under discussion [11]

《中国民航报》、中国民航网 记者钱擘 报道：5月16日至18日，第三届全国技能大赛"飞机维修"项目民 航行业选拔赛在上海民航职业技术学院举行。来自10家航空公司、4家民航院校的12名男选手和2名女选 手同台竞技。经过两天半的激烈比拼，东航技术派出的选手、"00后"女机务工程师邱梦莹夺得赛事第一 名、荣膺金奖，并被推荐至交通运输部参加第三届全国职业技能大赛，还荣获"全国民航技术能手"称 号。 心跳加速的抗压挑战下，夺得大赛第一 "比赛前一天去看场地的时候，我就感觉自己的心跳开始不由自主地加快。第二天开幕式举行的时候， 我的脑子里就像有一台不停运转的机器，一直在反复想着和比赛有关的项目流程以及各种需要注意的事 项。我能清晰地感觉到自己的心跳在不断加速，甚至都快达到了130次/分，那种'怦怦怦'的心跳声在我 耳边回响"。回忆起参赛过程，邱梦莹这位2023年才入职东航技术的年轻人，并不讳言自己的那份紧张 感受。 而踏上赛场之后，邱梦莹用自己的专业水平和抗压能力，回敬了大赛赛场给她带来的压迫感。电子、机 械等多个领域的专业知识，与自己赛前集中训练的再次磨砺，让她状态全开。 对邱梦莹而言，本次赛事最大的挑战，是复合材料修 ...

Core Insights - Chinese companies are increasingly recognized for their technological innovation and quality, moving beyond the perception of being merely cost-effective [1] - Alibaba Cloud is enhancing its support for Chinese enterprises going global by investing in a unified global cloud computing network and accelerating AI capabilities [3][4] - The integration of cloud computing and AI is becoming a core competitive advantage for cloud service providers, as highlighted by market research [7] Group 1: Alibaba Cloud's Global Strategy - Alibaba Cloud is building a global cloud computing network to support Chinese enterprises in international markets, with 87 available zones across 29 regions and offering 394 cloud and AI products [4] - The "Global One Network" enables standardized cloud operations, automated services, and resource management, ensuring consistent cloud experiences for businesses worldwide [6] - Alibaba Cloud's infrastructure has supported major events like the Tokyo and Beijing Olympics, demonstrating its capability in handling high concurrency and low latency [6] Group 2: Investment and AI Development - Alibaba Cloud plans to invest over 380 billion RMB in the next three years to upgrade its cloud and AI infrastructure, focusing on AI as a core element [8] - The PAI platform achieves over 90% utilization of AI computing power, covering the entire process from data management to model training [8] - Alibaba Cloud has developed a large open-source model family, with over 200 models available, making it the largest open-source model group globally [8] Group 3: Compliance and Security - Alibaba Cloud has obtained over 150 international compliance certifications, positioning itself as one of the most qualified cloud service providers in Asia [11] - The company has established a multi-layered security defense system for clients like XPeng Motors and Beiqi Foton, ensuring compliance with local regulations [15] - A 24/7 multilingual support network has been created, with multiple service centers and local teams to provide efficient technical support [15] Group 4: Market Presence and Clientele - Alibaba Cloud has served 250,000 Chinese enterprises in their global expansion efforts, covering various industries [16] - Notable clients include NetEase, MiHoYo, and Xiaomi, indicating a strong market presence and trust in Alibaba Cloud's capabilities [16] - The company is positioned to support Chinese enterprises in seizing opportunities in the global market [16]