来源：广州日报 日前 外交部、文化和旅游部发文 提醒中国公民近期避免前往日本 此前，国航、东航、南航三大航司及包括四川航空、厦门航空、海南航空、春秋航空等航司陆续发布关于日本航线客票特殊处理的通知，称符合于一定范 围内的客票可免费退改处理。 多地旅行社迎赴日旅游退订潮 "我们日本团都退了。" 11月17日，多家旅行社表示，接到了不少赴日团队游的退订。 据智通财经报道，"我周末问的时候还没有太多退订，今天又问了问退订还是比较多的。"某北京旅行社的内部人士透露道。 "我们门店的整团也取消了。"另一家上海旅行社的内部人士也说道，截至目前，该旅行社退订的日本团超过六成，此外"退机票的也很多"。 据厦门广电消息，原本计划在11月底12月初从厦门出发的日本的出游产品，已有不少人选择退订。旅行社工作人员介绍，日本一直是厦门旅客热衷打卡的 旅行目的地，往年这个时候，正是日本冰雪游产品的"热销季"，但最近，前来咨询的人明显少了。 某旅游公司深圳一线下旅行门店工作人员证实，日本游产品目前均已暂停推广。该工作人员表示，往年11月中下旬，日本的关东、关西赏枫线路非常热 门，但现在门店不再接受相关线路订单。 多家航司取消赴日航班 据极 ...

中国国航 ：10月载客率达85.3%，同比上升3.4个百分点。 ...

中国国航 ：10月载货率38.9%，同比上升1.5个百分点。 ...

中国国航：10月载货率38.9%，同比上升1.5个百分点。 ...

中国国航：10月载客率达85.3%，同比上升3.4个百分点。 ...

Core Viewpoint - In October 2025, China International Airlines reported an increase in passenger turnover and capacity, indicating a positive trend in operational performance compared to the previous year [1][2]. Group 1: Operational Data - The consolidated passenger turnover (measured in revenue passenger kilometers) increased by 8.7% year-on-year [1]. - Passenger capacity (measured in available seat kilometers) rose by 4.3% year-on-year [1]. - Domestic passenger capacity increased by 3.2%, with a corresponding turnover increase of 5.5% [1]. - International passenger capacity saw a 7.5% increase, with turnover rising by 17.6% [1]. - Regional passenger capacity grew by 0.6%, with a turnover increase of 7.7% [1]. - The average passenger load factor reached 85.3%, up by 3.4 percentage points year-on-year [1]. - Domestic routes experienced a load factor increase of 2.0 percentage points, while international routes saw a rise of 7.0 percentage points [1]. Group 2: Cargo Operations - Cargo capacity (measured in available cargo ton kilometers) decreased by 0.9% year-on-year [1]. - Cargo and mail turnover (measured in revenue cargo ton kilometers) increased by 3.1% year-on-year [1]. - The cargo load factor was reported at 38.9%, up by 1.5 percentage points year-on-year [1]. Group 3: Fleet and Route Expansion - As of October 2025, the group introduced 4 A320 series aircraft and 1 B737 series aircraft, while retiring 1 A330 series and 1 A320 series aircraft [2]. - The total fleet size reached 949 aircraft, comprising 417 owned, 238 financed leased, and 294 operational leased [2]. - New routes added include flights from Hangzhou to Hanoi, Beijing to Panzhihua, and several others, enhancing the operational network [2].

Group 1 - Multiple listed airlines reported significant growth in passenger turnover and high load factors for October, indicating a potential improvement in industry conditions for Q4 [1][2][3] - Air China announced a year-on-year increase of 8.7% in passenger turnover and a 4.3% rise in capacity input, with an average load factor of 85.3%, up 3.4 percentage points [1] - China Eastern Airlines reported a 10.58% increase in passenger turnover and a 6.84% rise in capacity input, achieving a load factor of 87.52%, up 2.97 percentage points [2] Group 2 - China Southern Airlines disclosed a year-on-year increase of 8.83% in passenger turnover and a 7.53% rise in capacity input, with a load factor of 87.89%, up 1.05 percentage points [2] - Hainan Airlines reported a 7.33% increase in passenger turnover and a 6.81% rise in capacity input, with cargo revenue ton-kilometers increasing by 25.37% [3] - Recent reports indicate high load factors and positive ticket pricing trends, suggesting a recovery in travel demand and potential profitability for airlines in Q4 [3]

Core Viewpoint - The Chinese Ministry of Culture and Tourism has advised tourists to avoid traveling to Japan, leading to a decline in the Japan travel market and an increase in inquiries about cancellations from travelers [1][3][4]. Travel Market Impact - Following the advisory, travel agencies reported a rise in cancellation inquiries, with some travelers changing their destinations from Japan to safer alternatives like Southeast Asia and domestic locations [3][5]. - The travel market is expected to take time to adjust, with potential changes in travel patterns during the New Year and Spring Festival periods [5][6]. Airline and Travel Agency Responses - Major airlines, including Air China and China Eastern Airlines, have announced special handling policies for tickets to Japan, allowing free cancellations for eligible travelers [3][4]. - Travel agencies are actively managing cancellations and are in communication with local service providers to facilitate changes for affected customers [4][6]. Shifts in Tourist Preferences - Many travelers are redirecting their plans to destinations perceived as safer and more stable, such as Singapore, the UAE, and various domestic locations [5][6]. - The demand for winter island vacations and other themed travel products is expected to increase as agencies adapt to the changing market [7]. Economic Impact on Japan - The Japanese stock market reacted negatively to the travel advisory, with the Nikkei 225 index dropping over 1% and tourism-related stocks experiencing significant declines [4].

Major Events - Shandong Xinhua Pharmaceutical Co., Ltd. received the approval notice for the listing application of fumaric acid vonoprazan chemical raw materials [1] - HeYue Pharmaceutical showcased long-term efficacy and safety data from the clinical III MANEUVER study of pitmiprazole at the CTOS 2025 conference [1] - China Software International partnered with Deep Open Hong and Yiswei Computing to build a new ecosystem for "open-source HarmonyOS + RISC-V" digital infrastructure [1] - China General Nuclear Power Corporation's Zhaoyuan Unit 1 is set to begin full construction [1] - Hengrui Medicine's fumaric acid teglutide injection received approval for clinical trials [1] - China National Nuclear Corporation signed an intention procurement agreement for cobalt-60 irradiation sources with the Brazilian National Nuclear Energy Commission [1] Operating Performance - China Railway Construction Corporation recently won several major projects with a total investment of 49.629 billion yuan [1] - Geely Automobile reported a net profit of 3.82 billion yuan for the third quarter, a year-on-year increase of 59% [1] - China Resources Power's subsidiary power plants achieved a cumulative electricity sales volume of 185 million megawatt-hours in the first ten months, a year-on-year increase of 6.5% [1] - Leap Motor reported a net profit of 150 million yuan for the third quarter, maintaining the top sales position among new force brands in China for eight consecutive months [1] - Huazhu Group's net profit attributable to shareholders for the third quarter was 1.5 billion yuan, a year-on-year growth of 15.4% [1] - Air China saw a year-on-year increase of 8.7% in passenger turnover in October [1] - China Eastern Airlines reported a year-on-year increase of 10.58% in passenger turnover in October [1]

Group 1: Financing and Investment Plans - Shengyi Electronics plans to raise no more than 2.6 billion yuan through a private placement to invest in AI computing HDI production base, smart manufacturing high-layer circuit board projects, and to supplement working capital and repay bank loans [2] - Lianmicro intends to invest 2.262 billion yuan to construct a project with an annual production capacity of 1.8 million pieces of 12-inch heavily doped substrate wafers [3] - Daimei Co. plans to invest 100 million yuan to establish a wholly-owned subsidiary focused on robotics technology [5] Group 2: Stock Performance and Trading - Furi Shares experienced a significant stock price fluctuation, with an 8-day cumulative deviation of 113.94%, indicating potential irrational speculation [2] - Tianfu Communication has set the initial inquiry transfer price at 140 yuan per share, reflecting a 7.2% discount from the closing price [7] - Ningde Times' third-largest shareholder is transferring shares at a price of 376.12 yuan per share, with full subscription from 16 institutional investors [6] Group 3: Operational Updates - Yongtai Technology's wholly-owned subsidiary is set to begin trial production of a lithium battery additive project with an annual capacity of 5,000 tons, increasing the total capacity to 10,000 tons per year [3] - Trina Solar's subsidiary signed contracts for the sale of 2.66 GWh of energy storage products, which is expected to positively impact future operating performance [5] - Yinglian Co. signed a strategic procurement contract for over 50 million square meters of composite aluminum foil materials for quasi-solid-state batteries, which will enhance its operational development in 2026-2027 [5] Group 4: Corporate Restructuring and Management - Huaxia Happiness has been designated a temporary manager for pre-restructuring by the court, pending a decision on its restructuring application [8] - The National Integrated Circuit Fund has reduced its stake in Shengke Communication by 2.49%, completing its planned share reduction [4]