Core Insights - The 2026 Spring Festival travel season in Nanjing officially began on February 2, with an expected total of 972 million passengers to be transported by the Nanjing railway station, reflecting a year-on-year increase of 4.3% [1] - Nanjing South Station plans to operate 712.5 pairs of trains, focusing on high-demand routes to cities like Xuzhou, Wuhan, Lianyungang, and Nantong [1] - Nanjing's overall travel volume during the Spring Festival is projected to reach 1,224 million passengers, marking a 9% increase compared to the previous year [3] Railway Operations - Nanjing South Station is experiencing a significant increase in passenger flow, with travelers expressing satisfaction regarding the smoothness of their journeys [1] - The station is implementing various services, including a "158" service for key passengers, enhancing the travel experience [1] Air Travel - At Lukou International Airport, approximately 3.8 million passengers are expected to be transported during the Spring Festival, with a daily average of over 95,000 passengers, representing a year-on-year growth of about 3.5% [2] - The airport is optimizing its international flight routes, including new and restored services to popular destinations, to meet the rising travel demand [2] Overall Travel Trends - The Spring Festival is characterized by a surge in both return home and leisure travel, with a notable increase in "ice and snow tourism" and "winter escape" trips [2] - The combination of a long holiday and improved transportation infrastructure is facilitating easier travel for millions of people [3]

2月3日消息，据中国南方航空微博：2月2日，2026年春运正式启动，将持续至3月13日，共计40天。今 年春运，南航旗下@重庆航空 计划执行航班5600余班次，日均140班次，在粤港澳大湾区、长三角地区 至西南地区等方向新开、加密及恢复10余条航线，满足避寒游、返乡探亲和公商务旅客等多种出行需 求。 责任编辑：李思阳 2月3日消息，据中国南方航空微博：2月2日，2026年春运正式启动，将持续至3月13日，共计40天。今 年春运，南航旗下@重庆航空 计划执行航班5600余班次，日均140班次，在粤港澳大湾区、长三角地区 至西南地区等方向新开、加密及恢复10余条航线，满足避寒游、返乡探亲和公商务旅客等多种出行需 求。 责任编辑：李思阳 ...

2025年中国东航利润总额2亿~3亿，大航以后首次实现利润总额转正，或受益精准投放运力、持续优化航线网络、 持续推进精益成本管控。 （春秋航空）周观点：继续推荐航空&油轮周期 航空：2026年大航或迎利润表显著改善。 2025年中国东航利润总额2亿~3亿，大航以后首次实现利润总额转正，或受益精准投放运力、持续优化航线网络、 持续推进精益成本管控。 我们测算中国东航转回部分前期可抵扣亏损形成的递延所得税资产增加所得税16.2~20.8亿，或为归母净利承压主 要原因，对冲部分所得税费用有望缓解2026~27年压力，轻装上阵迎 （春秋航空）周观点：继续推荐航空&油轮周期 航空：2026年大航或迎利润表显著改善。 油运：周五运价再次突破11万，1Q26油轮龙头净利润有望创近10年单季度利润新高，继续推荐。 根据Clarksons，本周VLCC运价环比前一周增长17%至115541美元/天，其中VLCC TD3C（中东-中国）TCE前四日 均值环比下降28%至78529美元/天。 受潜在地缘冲突影响，部分货主为规避周末可能发生的地缘事件，锁定运力推动周五运价快速回升至11万美元/天 以上。 近两年来地缘冲突逐渐成为影响 ...

《中国民航报》、中国民航网 记者梁永军 通讯员张菁 报道：2026年春运来临，为满足广大旅客探亲返 乡及旅游出行的多元化需求，中国国际航空股份有限公司广东分公司（以下简称"国航广东分公司"）提 前部署、周密安排，围绕运力保障和服务体验双提升，全力打造安全、顺畅、温暖的春运旅程。 春运期间，国航广州出港计划执行16条航线，日均安排航班50余班，宽体机投入比例超过40%，并在北 京、天津、成都、达州、万州、乌鲁木齐等热门城市上增投10班运力，有效扩大航线覆盖，提升运输能 力。 在运行保障方面，国航广东分公司从天气研判、运行计划及外部环境等多维度制定应对方案，通过加强 会商、科学调配航班资源、优化保障流程等形式，全力维护春运期间运行秩序平稳。在旅客服务方面， 国航广东分公司聚焦全流程服务，推出一系列暖心举措：包括加强旅客引导分流，缩短旅客办理乘机等 待时间；提供安检内免提行李改签；针对首乘旅客、无成人陪伴儿童、老年人等特殊群体，设置专属服 务柜台，提供优先值机等一站式关怀服务，筑牢特殊旅客出行保障。 针对有接家人来粤过年需求的旅客，国航华南营销中心特别设计"华南亲情暖冬礼"产品，提供更具性价 比的往返出行选择，让阖 ...

《中国民航报》、中国民航网 记者胡夕姮 通讯员王部落、郑毅 报道：2月2日，2026年春运正式启动。 在为期40天的春运中，连云港花果山国际机场预计执行客运航班1306架次，运送旅客约15万人次，日均 客流将超过4000人次。客流高峰将出现在除夕前的返乡、初二后的出游、初六后的返程等时段。 安全方面，机场坚持"安全第一、预防为主"，围绕冬季运行特点和春运保障要求，开展"防风险、除隐 患、保安全"春运前安全大检查，并对飞行区运行、消防安全、空防安全、危险品运输等重点领域和关 键环节，进行拉网式排查。同时，机场围绕危险品管理、航空安保、"三超"行李处置等组织专项培训， 全方位筑牢春运安全防线。 服务方面，机场持续深化"如意筋斗行"服务品牌，推出多项暖心举措：在延续"冬衣免费寄存""晚到旅 客快速通道"等服务的基础上，创新推出"童行无忧"家庭服务、特殊群体专属礼包及全程陪伴服务；全 面推广"无纸化一证通关"，机场小程序上线爱心预约功能；组建"红马甲"青年志愿服务队，春运期间提 供全流程引导帮扶。此外，机场精心打造了"大圣驾云迎归客，金马踏春送福来"主题场景，开展"大圣 送福，金马抽奖"等活动，营造浓厚的节日氛围。 ...

运力升级的同时，石家庄机场加大航空市场营销力度，针对高校师生返乡核心需求，石家庄机场联合河 北航空、春秋航空、首都航空、中国国际航空、深圳航空等多家航空公司，深入石家庄铁道大学、河北 科技大学、河北师范大学等高校开展专项推广活动，推出机票优惠套餐、专属特价机票、行李托运优惠 及升舱、选座专属服务等定制化产品，切实降低学生旅客出行成本，有效激活校园客源市场。紧盯假期 旅游消费热潮，机场同步推出石家庄、张家口两地研学游产品，精准对接文旅市场需求，多维度拉动客 流增长，助力航班客座率稳步提升。数据显示，1月份石家庄机场平均客座率达88.5%，持续位居全国 千万级机场前列，实现了运力投放与客流吸纳的高效匹配，彰显了区域航空枢纽的强劲活力。 依托春运热度提前攀升的良好态势，石家庄机场赋能石家庄市"最具幸福感"城市建设向更深层次迈进。 下一步，石家庄机场将持续深化与航空公司的协同联动，不断完善航线网络、优化产品服务体系，以航 空暖心服务传递城市温度，着力增强旅客出行幸福感与获得感。（编辑：张薇，校对：张彤，审核：程 凌） （石家庄正定国际机场供图） 中国民航网 通讯员李夏报道：截至1月31日，石家庄机场当月共保障旅客吞吐 ...

本文源自：金融界AI电报 港股航空股盘初拉升，其中，中国东方航空涨超4%，中国南方航空、中国国航涨约3%，国泰航空涨 1.6%，美兰空港飘红。 ...

Group 1 - The core viewpoint of the news highlights a significant increase in the stock prices of major Chinese airlines, driven by the upcoming Spring Festival travel rush, with China Eastern Airlines rising over 4% and China Southern Airlines and Air China increasing by approximately 3% each [1] - The annual "Chinese Spring Festival population migration" commenced on February 2, with domestic flight ticket bookings exceeding 1.86 million, representing a year-on-year growth of about 5%, while international flight bookings surpassed 250,000, marking a 7% increase compared to the same period last year [1] - The average ticket prices for both domestic and international flights have slightly increased compared to the previous week, with expectations of a significant rise starting from February 7, as airlines adjust their capacity in response to the strong demand during the Spring Festival [1] Group 2 - The stock performance of major airlines on the Hong Kong stock market includes: China Eastern Airlines at 5.630 with a 4.26% increase, China Southern Airlines at 5.950 with a 2.76% increase, and Air China at 6.980 with a 2.65% increase [2] - Other notable airline stocks include China Airlines Leasing at 81.450 with a 2.32% increase, Cathay Pacific at 12.380 with a 1.56% increase, Beijing Capital International Airport at 2.610 with a 0.38% increase, and Meilan Airport at 9.770 with a 0.10% increase [2]

Core Viewpoint - Huaxia Airlines experienced a decline of 2.38% in stock price on February 2, with a trading volume of 234 million yuan, indicating market volatility and investor sentiment [1] Financing Summary - On February 2, Huaxia Airlines had a financing buy-in amount of 18.98 million yuan, with a net financing purchase of 5.30 million yuan after 13.67 million yuan was repaid [1] - The total financing and margin trading balance reached 191 million yuan, with the financing balance accounting for 1.44% of the circulating market value, indicating a high level compared to the past year [1] - The company also had a margin trading balance of 1.60 million yuan, with a margin trading volume of 156,100 shares, which is above the 80th percentile of the past year [1] Operational Performance - As of September 30, Huaxia Airlines reported a total revenue of 5.73 billion yuan for the first nine months of 2025, reflecting a year-on-year growth of 11.25% [2] - The net profit attributable to shareholders reached 620 million yuan, showing a significant increase of 102.17% year-on-year [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] Shareholder Information - As of September 30, the number of shareholders decreased by 4.88% to 21,100, while the average circulating shares per person increased by 5.13% to 60,533 shares [2] - Notable changes in institutional holdings include a reduction in shares held by major shareholders such as Zhonggeng Value Pioneer Stock and others, indicating potential shifts in investor confidence [2]

Core Viewpoint - The Spring Festival travel rush in Shenzhen has officially started on February 2, 2026, with an expected passenger volume of 17 million during the period [1] Transportation Breakdown - Railway is expected to send 12.1 million passengers, a year-on-year increase of 4% [1] - Civil aviation is projected to handle 4.1 million passengers, reflecting a 5% year-on-year growth [1] - Road transport is anticipated to see a significant decline, with only 500,000 passengers, down 57% year-on-year [1] - Waterway transport is expected to increase by 9%, with 300,000 passengers [1] Traffic Flow - The total vehicle flow in and out of Shenzhen's highways is estimated to reach 32 million trips, a 2% increase year-on-year [1] - The cross-border passenger flow at Shenzhen-Hong Kong ports is projected to be 28 million, marking a 7% year-on-year increase [1] Response Measures - Shenzhen has coordinated efforts to enhance the supply capacity of various transportation modes to ensure smooth travel during the Spring Festival [1]