Core Viewpoint - The China Air Transport Association has released a draft for public consultation regarding the rules for seat reservation on flights, aiming to clarify the number of "locked seats" and their allocation and release mechanisms, with feedback due by February 2 [1][3]. Group 1: Domestic Flight Regulations - The draft specifies that the proportion of free selectable seats for domestic flights must be at least 70% of the total economy class seats, with higher percentages for larger aircraft [1][3]. - Prior to this, the Jiangsu Consumer Protection Committee had raised concerns with ten airlines about issues related to seat locking, including excessive locking of premium seats and opaque unlocking mechanisms [1][3]. Group 2: International and Regional Flight Regulations - For international and regional flights, the draft mandates that free selectable seats should not be less than 65% of the total economy class seats [2][4]. - The draft also clarifies that domestic flights will not allow cash payments for seat selection; instead, only eligible members can redeem seats through points, mileage, or membership tier benefits [2][4].

Group 1 - UK Prime Minister Starmer's visit to China marks the first by a UK Prime Minister in eight years, emphasizing the importance of seizing opportunities presented by China [1][10] - A delegation of 50 representatives from major UK companies across various sectors, including Airbus, AstraZeneca, and HSBC, accompanied Starmer to enhance UK-China business relations [1][10] - The Chinese government expressed willingness to use this visit to enhance political trust and deepen practical cooperation with the UK [1][10] Group 2 - Starmer has prioritized improving UK-China relations since taking office in 2024, aiming to strengthen economic ties to fulfill commitments to enhance living standards through public service investment [2][11] - The UK government is adopting a "firm and mature" approach to develop relations with China, recognizing the risks of neglecting this partnership [5][14] - The visit is seen as a strategic shift in UK foreign policy, focusing on economic cooperation and addressing global issues like climate change and public health [9][18]

央视网消息（新闻联播）：国务院新闻办公室今天（1月29日）举行新闻发布会，国家发展改革委、交 通运输部、应急管理部、中国气象局、中国民航局、国铁集团介绍2026年春运相关情况。 民航重点增加前往枢纽机场、热门旅游地航班。水路加强海南省和广东省之间的琼州海峡等重点航线的 运力保障。春节假期，自驾出行占比达八成左右，全国高速公路将对小型客车免收通行费，进一步提升 新能源车充电保障能力。此外，各部门还将强化极端天气预报预警和应急联动，有效保障群众出行平安 顺利。 今年春运期间，全社会跨区域人员流动量将达95亿人次。铁路将加强运力保障，预计客流高峰日最高可 开行旅客列车超过1.4万列，客座能力同比增长5.3%。还首次推出互联网误购限时免费退票、60周岁以 上老年旅客人工电话购票等新举措。 ...

Core Viewpoint - EasyJet is currently in discussions with SpaceX's Starlink for in-flight wireless internet services, but the economic feasibility of this partnership is not favorable at this stage [1][3]. Group 1: Economic Considerations - The CEO of EasyJet, Johan Lundgren, indicated that the collaboration with Starlink is not economically suitable for the airline at this time [1][3]. - The installation of wireless network antennas on aircraft could lead to an additional annual cost of approximately $200 million due to increased fuel resistance, as stated by Ryanair's CEO Michael O'Leary [1][3]. Group 2: Service Quality and Alternatives - Despite the economic concerns, the product experience of Starlink is reported to be excellent, with outstanding streaming speeds [1][3]. - EasyJet is also exploring options with other service providers, indicating a rapidly changing market environment [1][3].

Core Viewpoint - The Spring Festival travel season in China is expected to see a record high of 9.5 billion trips, with significant increases in both self-driving and public transport usage, highlighting the robust demand for travel during this period [1][3]. Group 1: Travel Demand and Trends - The Spring Festival travel period will last from February 2 to March 13, totaling 40 days, with the holiday itself being the longest on record at 9 days [1]. - The total inter-regional passenger flow is projected to reach 9.5 billion trips, marking a historical peak [1]. - Self-driving trips are expected to account for approximately 80% of the total travel volume, while railway and civil aviation passenger volumes are anticipated to reach 540 million and 95 million, respectively, with both figures expected to exceed previous records [1][3]. Group 2: Transportation Capacity and Ticketing - The railway sector plans to enhance capacity by operating over 14,000 passenger trains on peak days, with a year-on-year increase in seating capacity of 5.3% [3][4]. - New ticketing measures include a phone booking service for elderly passengers and a limited-time free refund policy for mistakenly purchased tickets [3][4]. - The railway ticketing system (12306) will undergo enhancements to ensure stability and security, including resource upgrades and improved monitoring to handle high traffic [4][5]. Group 3: Electric Vehicle Charging Support - During the Spring Festival, tolls for small passenger vehicles (7 seats or fewer) will be waived on highways, promoting travel [6]. - The number of electric vehicle charging stations on highways has increased significantly, with 71,500 charging guns installed by the end of 2025, including 20,000 added in 2025 alone [6][7]. - Specific plans are in place to enhance charging services during the holiday, including mobile emergency charging units and real-time updates on charging station availability through an upgraded app [7]. Group 4: Safety and Emergency Preparedness - A month-long safety inspection and rectification campaign will be conducted to ensure transportation safety during the holiday [8]. - The transportation department has established a mechanism for timely weather-related updates and will implement proactive measures in response to adverse weather conditions [8]. Group 5: Integration of Transportation and Tourism - The railway sector is adapting to changing travel patterns by increasing capacity for popular tourist routes and offering diverse travel products [9]. - The civil aviation sector anticipates a significant increase in passenger volume, reaching 95 million, with a focus on both domestic and international travel [9][10]. - Airlines are encouraged to enhance their service offerings, including family-friendly services and improved accessibility for elderly passengers [10][11].

（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。 ...

智通财经APP获悉，1月29日，国际航空运输协会(IATA，简称"国际航协")发布2025年11月全球航空客运市场数据。2025年11月全球航空客运总需求(按照 RPK，收入客公里计算)同比2024年11月增长5.7%。总运力(按照ASK，可用座公里计算)同比增长5.4%，11月载客率83.7%，同比增0.3个百分点，创历年11 月份新高。国际需求同比2024年11月增长7.7%。运力同比增长7.1%，载客率84.0%，同比增0.4个百分点。国内需求同比2024年11月增长2.7%。运力同比 增长2.7%。载客率83.2%，与去年同期持平。 国际航协理事长威利·沃尔什(WillieWalsh)表示："2025年11月，全球航空出行需求保持强劲，同比增长5.7%。当月载客率升至83.7%，创历史新高。在供应 链持续承压、运力受限的背景下，航空公司仍在积极应对不断增长的旅客需求。进入新的一年，制造业必须将提升产能作为首要目标，以满足航空公司客 户的实际需要。2025年累计形成的逾1.7万架飞机订单积压，亟须在2026年得到有效缓解。" | | 全球市场 | | 2025年 11月(同比变化率,%) | | | | ...

此次太原至澳门航线顺利恢复运营，是太原机场优化航线网络布局、深化晋澳互联互通的重要举措，更 是紧扣区域协同发展部署的具体实践。航线重启将有效缩短晋澳两地时空距离，加速两地人员流动与产 业协同，持续激活区域航空旅游市场活力。(完) 太原往返澳门直飞航线复航 晋澳空中走廊再升级 中新网太原1月29日电 (记者 李庭耀)29日，山西太原往返澳门直飞航线正式恢复运营，为晋澳两地旅客 出行增添便捷新选择。 29日，山西太原往返澳门直飞航线正式恢复运营。 武凡 摄 本次复航的太原往返澳门直飞航线由空客A320机型执飞，班期为每周二、周四、周六常态化运行。 太原至澳门航线每周二、周四17时15分起飞、20时25分落地，每周六17时起飞、20时25分落地；澳门至 太原航线每周二、周四13时10分起飞、16时落地，每周六13时10分起飞、15时55分落地。 来源：中国新闻网 编辑：郭晋嘉 广告等商务合作，请点击这里 本文为转载内容，授权事宜请联系原著作权人 中新经纬版权所有，未经书面授权，任何单位及个人不得转载、摘编或以其它方式使用。 关注中新经纬微信公众号(微信搜索"中新经纬"或"jwview")，看更多精彩财经资讯。 ...

Core Insights - The visit of Finnish Prime Minister Orpo to China resulted in practical cooperation outcomes in the economic and trade sectors, with over 50 companies from both countries signing multiple business agreements focusing on innovation, green technology, and digitalization [1][7]. Group 1: Aviation and Tourism - A new direct flight route from Beijing Daxing to Helsinki is set to launch on March 29, 2026, operated by China Southern Airlines, marking the first direct flight to Finland from Daxing Airport [1]. - The initial operation will feature three flights per week, increasing to daily flights during peak tourist seasons, enhancing connectivity for Chinese tourists traveling to Finland and the Nordic region [3][4]. - The Finnish National Tourism Board reported a stable annual increase in overnight stays by Chinese tourists in Finland, indicating a strong interest in the destination [3][8]. Group 2: Economic Cooperation - The high-level dialogue between China and Finland resulted in the signing of over ten trade agreements and memorandums of understanding, covering areas such as trade, sustainable construction, energy cooperation, and tourism promotion [7][12]. - Finland is recognized for its strong performance in attracting international tourists, particularly from Asia, with Lapland being a preferred winter destination [9]. - The bilateral trade volume between China and Finland is projected to exceed $8 billion in 2025, with a significant increase in mutual investments [12].

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]