南方航空（600029）(600029.SH)发布公告，2025年7月，集团客运运力投入(按可利用座公里计)同比上 升6.66%，其中国内、地区和国际分别同比上升5.69%、1.01%和9.97%;旅客周转量(按收入客公里计)同 比上升7.29%，其中国内、地区和国际分别同比上升6.54%、2.97%和9.85%;客座率为84.38%，同比上升 0.50个百分点，其中国内和地区分别同比上升0.67和1.56个百分点，国际同比下降0.09个百分点。 货运方面，2025年7月，货运运力投入(按可利用吨公里—货邮运计)同比上升0.22%;货邮周转量(按收入 吨公里—货邮运计)同比上升3.60%;货邮载运率为50.89%，同比上升1.66个百分点。 ...

Core Viewpoint - China Southern Airlines (600029.SH) reported an increase in passenger capacity and turnover for July 2025, indicating growth in both domestic and international markets [1] Passenger Operations - Passenger capacity (measured in available seat kilometers) increased by 6.66% year-on-year, with domestic, regional, and international segments rising by 5.69%, 1.01%, and 9.97% respectively [1] - Passenger turnover (measured in revenue passenger kilometers) rose by 7.29% year-on-year, with domestic, regional, and international segments increasing by 6.54%, 2.97%, and 9.85% respectively [1] - The passenger load factor was 84.38%, up by 0.50 percentage points year-on-year, with domestic and regional segments increasing by 0.67 and 1.56 percentage points, while international load factor decreased by 0.09 percentage points [1] Cargo Operations - Cargo capacity (measured in available ton kilometers) increased by 0.22% year-on-year [1] - Cargo turnover (measured in revenue ton kilometers) rose by 3.60% year-on-year [1] - The cargo load factor was 50.89%, up by 1.66 percentage points year-on-year [1]

Core Viewpoint - China Eastern Airlines (600115.SH) reported an increase in passenger capacity and turnover for July 2025, indicating growth in operational performance and demand in the airline industry [1] Group 1: Passenger Operations - The passenger capacity input (measured in available seat kilometers) for July 2025 is expected to rise by 7.39% year-on-year [1] - The passenger turnover (measured in revenue passenger kilometers) is projected to increase by 9.42% year-on-year [1] - The passenger load factor stands at 84.76%, reflecting a year-on-year increase of 1.58 percentage points [1] Group 2: Cargo Operations - The cargo and mail turnover (measured in cargo mail ton kilometers) is anticipated to grow by 10.53% year-on-year for July 2025 [1]