（记者 曾健辉） 每经头条（nbdtoutiao）——水贝黄金平台"杰我睿"兑付危机调查：40倍杠杆对赌，金价越涨平台越 亏！老板自称"还在深圳"，投资者：兑付方案本金打两折，无法接受 每经AI快讯，南方航空1月29日晚间发布公告称，公司第十届第十二次董事会会议于2026年1月29日在 广州市白云区齐心路68号中国南方航空大厦33楼3301会议室以现场会议结合视频会议的方式召开。会议 审议了《关于聘任公司2026年度外部审计师并决定其酬金的议案》等文件。 ...

证券代码：600029 证券简称：南方航空 公告编号：临2026-004 中国南方航空股份有限公司 第十届董事会第十二次会议决议公告 本公司董事会及全体董事保证本公告内容不存在任何虚假 记载、误导性陈述或者重大遗漏，并对其内容的真实性、准确性 和完整性承担法律责任。 一、董事会会议召开情况 2026 年 1 月 29 日，中国南方航空股份有限公司（以下简称 "本公司""公司"）第十届董事会第十二次会议在广州市白云 区齐心路 68 号中国南方航空大厦 33 楼 3301 会议室以现场会议 结合视频会议的方式召开。本次会议应出席会议董事 7 人，实际 出席会议董事 7 人。本次会议由董事长马须伦先生主持，公司部 分高级管理人员列席。本次会议的通知和资料已以书面方式发出。 会议的召开及表决等程序符合《中华人民共和国公司法》以及本 公司章程的有关规定。 二、董事会会议审议情况 经出席本次董事会的董事审议并表决，一致通过以下议案： （一）关于聘任公司 2026 年度外部审计师并决定其酬金的 1 议案； 上述议案详情请参见本公司在《中国证券报》《上海证券报》 《证券时报》和上海证券交易所网站披露的《南方航空关于变更 会计 ...

Group 1: New Consumption - Ruoyuchen (003010.SZ) - The company expects a net profit attributable to shareholders of 176 million to 200 million yuan for 2025, representing a year-on-year growth of 66.61%-89.33% [2][5] - The significant growth in performance is primarily driven by rapid revenue growth from proprietary brands, high performance in brand management, and effective cost reduction strategies [6][7] - The company has established a competitive advantage in various categories such as health products, maternal and infant care, beauty and personal care, and food and beverages, with plans to continue expanding its proprietary brand portfolio [6][7] Group 2: Transportation - Haifeng International (01308.HK) - The company anticipates a net profit attributable to shareholders of 1.2 to 1.23 billion USD for 2025, reflecting a year-on-year increase of approximately 16%-18.9% [9][12] - The company has built a differentiated advantage through a high-frequency, point-to-point direct shipping network, which supports performance growth amid stable demand for container trade in Asia [9][10] - The expected container volume for 2025 is approximately 3.85 million TEU, with an average revenue per container of about 753.0 USD/TEU, indicating a year-on-year increase of approximately 4.4% [9][10] Group 3: Transportation - Southern Airlines (600029.SH) - The company is expected to have a fleet size of 972 aircraft by the end of 2025, maintaining a high passenger load factor of 85.7%, which is an increase of 1.36 percentage points year-on-year [13][14] - The focus on international routes is expected to drive an 18.5% year-on-year growth in international available seat kilometers (ASK), leading to potential market share expansion [13][14] - The company has shown continuous improvement in operations, with a projected passenger volume of 174 million for 2025, representing a year-on-year growth of 5.5% [14][15]

本报告导读： 2025 年 Q4 新股首日涨幅达 176%，并且未盈利新股对 A1 类账户贡献明显，打新基 金中位数 Q4 收益 0.45%，重仓行业为电子、有色金属和电力设备。 投资要点： | [Table_Authors] | 王政之(分析师) | | --- | --- | | | 021-38674944 | | | wangzhengzhi@gtht.com | | 登记编号 | S0880517060002 | | | 施怡昀(分析师) | | | 021-38032690 | | | shiyiyun@gtht.com | | 登记编号 | S0880522060002 | | | 王思琪(分析师) | | | 021-38038671 | | | wangsiqi3@gtht.com | | 登记编号 | S0880524080007 | 新股研究 /[Table_Date] 2026.01.29 未盈利新股显著增厚打新收益 ——2025Q4 打新基金持仓和收益分析 [Table_Report] 相关报告 新股精要—国内汽车制造机器视觉设备龙头易思 维 2026.01.27 北证日均成交金额有 ...

每经AI快讯，华源证券1月28日发布研报称，给予南方航空（600029.SH）"买入"评级。评级理由主要包 括：1）行业周期上行，南航引领修复；2）枢纽深度协同，航线优势凸显；3）经营持续改善，业绩弹 性可期。风险提示：人民币汇率波动，油价上涨，出行需求不及预期，地缘政治风险。 每日经济新闻 （记者 王晓波） 免责声明：本文内容与数据仅供参考，不构成投资建议，使用前请核实。据此操作，风险自担。 每经头条（nbdtoutiao）——水贝黄金平台"杰我睿"兑付危机调查：40倍杠杆对赌，金价越涨平台越 亏！老板自称"还在深圳"，投资者：兑付方案本金打两折，无法接受 ...

证券研究报告 南方航空(600029.SH) 投资评级： 买入（首次） ——枢纽网络优势巩固，复苏弹性有望释放 孙延 SAC：S1350524050003 sunyan01@huayuanstock.com 曾智星 SAC：S1350524120008 zengzhixing@huayuanstock.com 王惠武 SAC：S1350524060001 wanghuiwu@huayuanstock.com 张付哲 SAC：S1350525070001 zhangfuzhe@huayuanstock.com 联系人 交通运输 | 航空机场 非金融|首次覆盖报告 证券分析师 hyzqdatemark 2026 年 01 月 29 日 投资要点： 风险提示。人民币汇率波动，油价上涨，出行需求不及预期，地缘政治风险。 | | 盈利预测与估值（人民币） | | | | | | | --- | --- | --- | --- | --- | --- | --- | | 8.28/5.35 | | 2023 | 2024 | 2025E | 2026E | 2027E | | | 营业收入（百万元） | 159,929 ...

Group 1 - The core point of the article is that Zhuhai Aviation Co., Ltd. has significantly increased its registered capital from 250 million to approximately 2.43 billion RMB, representing an increase of about 870% [1] - Zhuhai Aviation Co., Ltd. was established in May 1995 and is legally represented by Chen Peiyi [1] - The company's business scope includes the sale of civil aviation materials, sale of aviation transport equipment, aviation operation support services, and aviation business services [1] Group 2 - Zhuhai Aviation Co., Ltd. is jointly held by China Southern Airlines and Zhuhai Transportation Group Co., Ltd. [1]

Market Overview - The aviation and airport sector declined by 0.49% on January 29, with Huaxia Airlines leading the drop [1] - The Shanghai Composite Index closed at 4157.98, up 0.16%, while the Shenzhen Component Index closed at 14300.08, down 0.3% [1] Stock Performance - Shanghai Airport (600009) closed at 30.95, up 1.14% with a trading volume of 196,800 shares and a turnover of 605 million yuan [1] - Xiamen Airport (600897) closed at 17.68, up 0.68% with a trading volume of 80,100 shares and a turnover of 141 million yuan [1] - Baiyun Airport (600004) closed at 9.58, up 0.21% with a trading volume of 197,200 shares and a turnover of 188 million yuan [1] - Shenzhen Airport (000089) closed at 7.24, down 0.14% with a trading volume of 212,700 shares and a turnover of 153 million yuan [1] - Spring Airlines (601021) closed at 55.95, down 0.25% with a trading volume of 42,400 shares and a turnover of 236 million yuan [1] - HNA Holding (600221) closed at 1.68, down 0.59% with a trading volume of 3,055,900 shares and a turnover of 513 million yuan [1] - China Southern Airlines (600029) closed at 7.20, down 1.10% with a trading volume of 1,070,300 shares and a turnover of 768 million yuan [1] Fund Flow Analysis - The aviation and airport sector experienced a net outflow of 242 million yuan from institutional investors, while retail investors saw a net inflow of 230 million yuan [3] - Major stocks like Shanghai Airport and Shenzhen Airport had varying net inflows and outflows from different investor types [4] - Shanghai Airport had a net inflow of 28.37 million yuan from institutional investors, while retail investors had a net outflow of 39.44 million yuan [4] - China Southern Airlines had a net outflow of 10.48 million yuan from institutional investors, but a net inflow of 22.85 million yuan from retail investors [4] ETF Performance - The Aerospace ETF (product code: 159227) tracked the National Aerospace Industry Index and saw a 3.00% increase over the last five days, with a net redemption of 78.67 million yuan [6] - The General Aviation ETF (product code: 159230) tracked the National General Aviation Industry Index and had a 2.17% increase, with a net redemption of 5.55 million yuan [7] - The Tourism ETF (product code: 562510) tracked the China Securities Tourism Theme Index and decreased by 4.77%, with a net inflow of 8.09 million yuan [7]

为满足春运期间旅客出行需求，长春机场联合南航、东航、国航等10家航空公司，推出"加密、升级、 恢复、优化"四项举措。一是加密北京大兴、上海浦东、广州、青岛、杭州等重要航点的航班密度，预 计增班818架次；二是将长春至上海、广州、杭州、成都、三亚、首尔等多条航线的部分航班更换为宽 体机型，提升单班运力，计划升级大机型470 架次；三是恢复长龙航长春—烟台/临沂—香港、川航长 春—西安等多条计划内航线；四是将南航长春—长沙—西双版纳、上航长春—威海—上海浦东、东航长 春—郑州—厦门、吉祥航长春—青岛—上海浦东等多条经停航线改造为直飞航线，大幅缩短旅客出行时 间。 2026年春运，长春机场将以安全保障为核心，统筹做好运力调配和服务提升工作，确保春运期间旅客出 行平安顺畅。（编辑：张薇，校对：李季威，审核：韩磊） 本次春运与吉林省冬季冰雪旅游黄金时段叠加，务工流、学生流、探亲流与冰雪旅游流"四流合一"，航 空出行客流以"北上追雪"和"南下避寒"为主。据OTA平台数据显示，南方客源占吉林省冰雪旅游预订总 量的70%以上，其中江浙沪及广东等地客源最为旺盛，长春跻身多平台春运及冰雪游热门目的地前列， 广州—长春、上海—长春 ...

在22日中国展台举办的开幕式暨"你好，中国"冬季旅游推介会上，马德里康普顿斯大学教授佩德罗·加 西亚作为特邀嘉宾讲述了他近期到中国旅行的经历。 令加西亚惊叹的不仅仅是中国的古迹，还有他遇到的人。中国人的热情友善、高效有序给他留下了深刻 印象。"他们努力把一切做到最好。"在他看来，这样的人，在心灵深处"定然蕴藏着美好事物"。这趟中 国之旅让加西亚成为中国的"铁杆粉丝"。他向包括自己学生在内的所有人推荐中国，鼓励他们去中国旅 游。 中国持续简化出入境流程，从支付手段、退税政策、多语种服务等方面为国际游客提供便利。对许多外 国游客而言，"去中国看看"正在从一个复杂的计划变成一次"说走就走的旅行"。 近两年，中国海航、东航、南航等航空公司先后开通了从西班牙不同城市直飞中国的新航线，目前每周 往返两国间的直飞航班数超过60班。 四川航空是本次中国展台的展商之一。自去年4月起，这家航空公司开通了从马德里直飞成都的航线， 并以每周四班的频率运营。川航西班牙营业部负责人黄浩然说，自免签政策生效以来，西班牙游客赴中 国旅游的便利度大大提高，越来越多的人将中国游纳入自己的旅行愿望清单。 （来源：新华日报） 日前举行的第46届马德 ...