截至9月30日，南方航空股东户数13.33万，较上期减少4.76%；人均流通股0股，较上期增加0.00%。 2025年1月-9月，南方航空实现营业收入1376.65亿元，同比增长2.23%；归母净利润23.07亿元，同比增 长17.40%。 分红方面，南方航空A股上市后累计派现66.29亿元。近三年，累计派现0.00元。 11月25日，南方航空盘中下跌2.01%，截至09:44，报6.81元/股，成交5194.29万元，换手率0.06%，总市 值1234.03亿元。 机构持仓方面，截止2025年9月30日，南方航空十大流通股东中，香港中央结算有限公司位居第四大流 通股东，持股5.86亿股，相比上期增加432.48万股。中国证券金融股份有限公司位居第五大流通股东， 持股3.20亿股，持股数量较上期不变。华泰柏瑞沪深300ETF（510300）位居第九大流通股东，持股 9197.38万股，相比上期减少434.39万股。工银可转债债券（003401）位居第十大流通股东，持股 8564.59万股，为新进股东。易方达沪深300ETF（510310）退出十大流通股东之列。 资金流向方面，主力资金净流出382.62万元，特 ...

11月25日，中国东航盘中下跌2.14%，截至09:45，报5.03元/股，成交8734.84万元，换手率0.10%，总市 值1111.01亿元。 资金流向方面，主力资金净流出516.88万元，特大单买入439.07万元，占比5.03%，卖出239.60万元，占 比2.74%；大单买入1698.17万元，占比19.44%，卖出2414.51万元，占比27.64%。 中国东航今年以来股价涨25.75%，近5个交易日跌6.16%，近20日涨3.93%，近60日涨20.62%。 资料显示，中国东方航空股份有限公司位于上海市闵行区虹翔三路36号,香港金钟道95号统一中心19楼D 室，成立日期1995年4月14日，上市日期1997年11月5日，公司主营业务涉及航空客、货、邮、行李运输 业务及延伸服务;通用航空业务;航空器维修;航空设备制造与维修;国内外航空公司的代理业务。主营业 务收入构成为：客运服务收入92.50%，货运服务收入3.86%，退票费手续费收入1.74%，其他1.28%，地 面服务收入0.62%。 中国东航所属申万行业为：交通运输-航空机场-航空运输。所属概念板块包括：民用航空、低价、中特 估、沪自贸区、 ...

Core Viewpoint - China Southern Airlines' stock price has experienced fluctuations, with a year-to-date increase of 6.78% but a recent decline of 4.68% over the past five trading days [2] Financial Performance - For the period from January to September 2025, China Southern Airlines reported a revenue of 137.67 billion yuan, representing a year-on-year growth of 2.23%, and a net profit attributable to shareholders of 2.31 billion yuan, which is a 17.40% increase compared to the previous year [2] - The company has cumulatively distributed 6.63 billion yuan in dividends since its A-share listing, with no dividends paid in the last three years [3] Stock Market Activity - As of November 24, the stock price of China Southern Airlines was 6.93 yuan per share, with a market capitalization of 125.58 billion yuan [1] - The stock experienced a net outflow of 27.99 million yuan in principal funds, with significant selling pressure observed [1] Shareholder Structure - As of September 30, 2025, the number of shareholders for China Southern Airlines was 133,300, a decrease of 4.76% from the previous period [2] - The top ten circulating shareholders include Hong Kong Central Clearing Limited and China Securities Finance Corporation, with notable changes in their holdings [3]

Core Viewpoint - Hainan Airport's stock has experienced fluctuations, with a year-to-date increase of 31.92% but a recent decline of 8.12% over the past five trading days [1] Group 1: Stock Performance - As of November 21, Hainan Airport's stock price was 4.98 CNY per share, with a market capitalization of 568.98 billion CNY [1] - The stock has seen a trading volume of 4.70 billion CNY and a turnover rate of 1.01% [1] - Year-to-date, the stock has risen by 31.92%, with a recent decline of 8.12% over the last five trading days [1] - The stock has been on the "龙虎榜" once this year, with the last appearance on July 24, where it recorded a net buy of 95.44 million CNY [1] Group 2: Financial Performance - For the period from January to September 2025, Hainan Airport reported a revenue of 3.28 billion CNY, reflecting a year-on-year growth of 6.09% [2] - The net profit attributable to shareholders was 64.35 million CNY, showing a significant year-on-year decrease of 69.77% [2] Group 3: Business Overview - Hainan Airport, established on May 12, 1993, and listed on August 6, 2002, is primarily engaged in airport investment and management, as well as real estate development [2] - The revenue composition includes 42.31% from airport management, 23.41% from real estate, 15.57% from property management, and 4.63% from duty-free and commercial operations [2] - The company is categorized under the real estate development sector and is associated with concepts such as Hainan state-owned assets, Hainan Free Trade Zone, civil aviation, and land transfer [2] Group 4: Shareholder Information - As of September 30, 2025, the number of shareholders was 111,400, a decrease of 15.16% from the previous period [2] - The average number of circulating shares per shareholder increased by 17.87% to 82,363 shares [2] - The top ten circulating shareholders include Hong Kong Central Clearing Limited, which holds 190 million shares, an increase of 23.83 million shares from the previous period [3]

Core Viewpoint - HNA Holding's stock price has shown fluctuations, with a recent increase of 2.27% and a year-to-date increase of 5.88%, indicating a mixed performance in the market [1][2]. Financial Performance - For the period from January to September 2025, HNA Holding achieved a revenue of 53.438 billion yuan, representing a year-on-year growth of 3.30% [2]. - The net profit attributable to the parent company for the same period was 2.845 billion yuan, reflecting a significant year-on-year increase of 30.93% [2]. Stock Market Activity - As of November 20, HNA Holding's stock was trading at 1.80 yuan per share, with a total market capitalization of 77.788 billion yuan [1]. - The stock has seen a trading volume of 639 million yuan on the same day, with a turnover rate of 1.09% [1]. - The company has appeared on the "龙虎榜" (Dragon and Tiger List) once this year, with a net buy of 116 million yuan on July 24 [1]. Shareholder Information - As of September 30, 2025, HNA Holding had 559,600 shareholders, a decrease of 4.09% from the previous period [2]. - The top ten circulating shareholders include Hong Kong Central Clearing Limited, which is a new shareholder holding 558 million shares [3]. Dividend Information - Since its A-share listing, HNA Holding has distributed a total of 3.424 billion yuan in dividends, but there have been no dividends paid in the last three years [3]. Industry Classification - HNA Holding is classified under the transportation sector, specifically in the aviation and airport industry, with involvement in various concept sectors including Hainan Free Trade Zone and civil aviation [2].

Group 1: Company Insights - Aerospace Technology reported Q3 revenue of 603 million, a year-on-year increase of 46.60%, and net profit growth of 26.45%, driven by increased orders for aircraft engines and gas turbines [1] - The company has a backlog of orders amounting to 5.968 billion, primarily from international clients, and has signed long-term agreements to expand its global market presence [1] - Aerospace Technology has received the GE Aviation 2025 Innovation Award for its NISP technology and is experiencing strong demand in the gas turbine market, with rising equipment prices [1] Group 2: Industry Developments - AVIC Heavy Machinery is actively expanding into high-growth sectors such as commercial aerospace, civil aviation, and gas turbines, leveraging its expertise in forging, casting, and hydraulic systems [2] - The company has established stable supply relationships with key players in the commercial aerospace sector and is integrating into the domestic large aircraft supply chain [2] - AVIC Heavy Machinery's gas turbine business is projected to exceed 100 million in revenue by Q3 2025, with clients including GE and Siemens Energy [2] Group 3: Infrastructure and Robotics - Hongrun Construction is focusing on urban infrastructure in the Yangtze River Delta, with an increase in new business volume in Q3 [3] - The company has formed a joint venture to develop humanoid robots and aims to achieve commercialization by 2026, with a target team size of 60-100 [3] - The company is also investing in technology for quadruped robots and plans to expand production capabilities in response to demand [3] Group 4: Smart Driving Technology - Desay SV Automotive is responding to stricter smart driving regulations by enhancing performance and safety features in its products [4] - The company has secured new project orders from major international automotive manufacturers and is expanding its production facilities in Germany and Spain [4] - Desay SV has launched a robot smart base ICube, designed for durability and reliability in robotic applications [4]

Core Viewpoint - Hainan Airport's stock price has experienced fluctuations, with a year-to-date increase of 36.16% but a recent decline of 2.10% on November 19, 2023, indicating potential volatility in the market [1] Financial Performance - For the period from January to September 2025, Hainan Airport reported a revenue of 3.28 billion yuan, reflecting a year-on-year growth of 6.09%. However, the net profit attributable to shareholders decreased significantly by 69.77% to 64.35 million yuan [2] - The company has distributed a total of 602.10 million yuan in dividends since its A-share listing, with 571.27 million yuan distributed over the past three years [2] Stock Market Activity - As of November 19, 2023, Hainan Airport's stock was trading at 5.14 yuan per share, with a market capitalization of 58.73 billion yuan. The stock has seen a trading volume of 85.78 million yuan and a turnover rate of 0.18% [1] - The stock has appeared on the "Dragon and Tiger List" once this year, with a net buying amount of 95.45 million yuan on July 24, 2023 [1] Shareholder Information - As of September 30, 2025, Hainan Airport had 111,400 shareholders, a decrease of 15.16% from the previous period. The average number of circulating shares per shareholder increased by 17.87% to 82,363 shares [2] - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited holds 190 million shares, an increase of 23.83 million shares compared to the previous period [2]

Core Viewpoint - Huaxia Airlines has experienced a significant stock price increase of 49.36% year-to-date, despite a recent decline of 2.77% over the past five trading days [2] Company Overview - Huaxia Airlines, established on April 18, 2006, and listed on March 2, 2018, is based in Chongqing and primarily engages in domestic and international air passenger and cargo transportation [2] - The company's revenue composition is predominantly from passenger transport (98.46%), with minimal contributions from other services (1.27%) and cargo transport (0.27%) [2] - As of September 30, 2025, the company had 21,100 shareholders, a decrease of 4.88% from the previous period, with an average of 60,533 circulating shares per shareholder, an increase of 5.13% [2] Financial Performance - For the period from January to September 2025, Huaxia Airlines reported a revenue of 5.734 billion yuan, reflecting a year-on-year growth of 11.25% [2] - The net profit attributable to the parent company was 620 million yuan, showing a substantial year-on-year increase of 102.17% [2] - The company has distributed a total of 209 million yuan in dividends since its A-share listing, with no dividends paid in the last three years [2] Stock Performance - As of November 19, Huaxia Airlines' stock price was 11.59 yuan per share, with a market capitalization of 14.815 billion yuan [1] - The stock has seen a trading volume of 32.409 million yuan, with a turnover rate of 0.22% [1] - Recent trading activity indicates a net outflow of 215,900 yuan in principal funds, with large orders accounting for 10.41% of purchases and 11.07% of sales [1] Institutional Holdings - As of September 30, 2025, the top ten circulating shareholders include several funds, with notable changes in holdings, such as Zhonggeng Value Pioneer Stock reducing its stake by 13.2656 million shares [3] - Other funds, such as GF Value Leading Mixed A, maintained their holdings, while GF Ruiyi Leading Mixed A also saw a reduction in shares [3]

11月18日，海航控股盘中下跌2.14%，截至09:57，报1.83元/股，成交4.49亿元，换手率0.73%，总市值 790.85亿元。 机构持仓方面，截止2025年9月30日，海航控股十大流通股东中，香港中央结算有限公司位居第八大流 通股东，持股5.58亿股，为新进股东。 责任编辑：小浪快报 资料显示，海南航空控股股份有限公司位于海南省海口市国兴大道7号海航大厦,海南省海口市美兰区美 兰机场路9号海南航空海口美兰基地，成立日期1995年12月29日，上市日期1999年11月25日，公司主营 业务涉及定期、不定期航空客、货运输。主营业务收入构成为：客运及其他87.52%，其他(补 充)8.12%，航空货运及逾重行李4.36%。 海航控股所属申万行业为：交通运输-航空机场-航空运输。所属概念板块包括：民用航空、海南自贸 区、低价、雄安新区、融资融券等。 截至9月30日，海航控股股东户数55.96万，较上期减少4.09%；人均流通股0股，较上期增加0.00%。 2025年1月-9月，海航控股实现营业收入534.38亿元，同比增长3.30%；归母净利润28.45亿元，同比增长 30.93%。 分红方面，海航控股A ...

Core Points - The stock price of Juneyao Airlines fell by 2.02% on November 18, trading at 14.04 CNY per share with a market capitalization of 30.663 billion CNY [1] - The company reported a year-to-date stock price increase of 3.22%, with a 1.54% decline over the last five trading days [1] - Juneyao Airlines' main business revenue composition includes 94.98% from passenger transport, 3.75% from cargo transport, and 1.27% from other sources [1] Financial Performance - For the period from January to September 2025, Juneyao Airlines achieved an operating revenue of 17.48 billion CNY, a slight decrease of 0.06% year-on-year [2] - The net profit attributable to shareholders for the same period was 1.089 billion CNY, reflecting a year-on-year decrease of 14.28% [2] Shareholder Information - As of September 30, 2025, the number of shareholders increased to 24,200, with an average of 90,121 circulating shares per shareholder, a decrease of 2.72% [2] - The company has distributed a total of 2.35 billion CNY in dividends since its A-share listing, with 565 million CNY distributed over the past three years [3] - Notable shareholders include Industrial Bank Convertible Bond and Guangfa Value Leading Mixed Fund, with new entries from Southern CSI 500 ETF [3]