据新华社消息，国航、南航、东航1月26日发布公告称，根据外交部发布的出行提醒，为协助受影响旅客更好安排出行，针对1月26日12时前已购买、旅行 日期为3月29日至10月24日的上述航空公司日本航线进出港航班客票，可办理免费退改手续。 国航公告—— 南航公告—— 东航公告—— 来源：@新华社 据悉，上述航空公司已多次发布涉日本航线客票特殊处置方案，此前的免费退改政策执行至3月28日。 ...

据新华社消息，国航、南航、东航1月26日发布公告称，根据外交部发布的出行提醒，为协助受影响旅 客更好安排出行，针对1月26日12时前已购买、旅行日期为3月29日至10月24日的上述航空公司日本航线 进出港航班客票，可办理免费退改手续。 另据第一财经消息，航班管家数据显示，截至1月26日，2026年2月已有49条航线取消全部航班，比一月 进一步增加。2026年1月，中国大陆赴日本航班取消率达47.2%，较2025年12月增长7.8个百分点。 来源：长安街知事微信公众号 近段时间以来，日本社会治安不靖，针对中国公民违法犯罪案件多发。部分地区连续发生地震，造成人 员受伤，日本政府已就后续地震发出警告。中国公民在日本面临严重安全威胁。 农历春节临近，外交部和中国驻日本使领馆提醒中国公民近期避免前往日本，提醒已在日中国公民密切 关注当地治安形势，以及地震和次生灾害预警信息，提高安全防范意识，加强自我保护。如遇紧急情 况，请及时报警并联系驻日使领馆寻求协助。 据悉，上述航空公司已多次发布涉日本航线客票特殊处置方案，此前的免费退改政策执行至3月28日。 同日，外交部领事司发布消息，提醒中国公民春节期间避免前往日本： ...

Core Insights - The Chinese civil aviation industry is experiencing a new wave of international expansion, driven by the diversification of international trade and the strong recovery of the global tourism sector [2] - Major Chinese airlines are collaborating with Antom, a payment and digital service platform under Ant Group, to enhance cross-border payment efficiency and improve overall operational effectiveness [2][3] Group 1: Industry Challenges - Cross-border payment has long been a hidden bottleneck for airlines, with a fragmented global payment market posing significant challenges [3] - Traditional business models require airlines to connect with numerous local payment service providers, leading to high technical coordination costs and complex system integration [3] - Issues such as fluctuating payment success rates, fraud risks, and long cash recovery cycles directly impact airlines' revenue conversion and cash flow health [3] Group 2: Antom's Solutions - Antom offers a standardized solution that connects airlines to over 300 payment methods through a single interface, significantly reducing system integration complexity and maintenance costs [4] - The introduction of AI technology by Antom addresses the challenges of payment efficiency and security, reducing order failure rates in cross-border transactions [4] - Antom's enterprise account services enable airlines to unify management of various payment sources, simplifying complex settlement and reconciliation processes [4] Group 3: Financial Management and Risk Mitigation - Antom enhances airlines' capabilities in real-time fund allocation and foreign exchange risk management, potentially saving significant costs on currency exchanges [4] - The collaboration aims to transform payment pages into interactive user engagement points, leveraging AI-driven marketing tools to convert payment traffic into customer retention [5] Group 4: Broader Implications - The partnership reflects a shift in Chinese enterprises' international strategies from merely exporting products to enhancing capabilities and management [5][6] - Antom's digital infrastructure is applicable beyond the aviation sector, supporting various industries such as e-commerce, digital entertainment, and AI applications [5]

格隆汇1月26日｜冬季风暴导致航班取消，航空公司美股盘前下跌。美国航空下跌1.2%，达美航空下跌 1.2%，捷蓝航空下跌0.2%。 ...

Core Insights - The cancellation rate of flights from mainland China to Japan has significantly increased, with a reported 47.2% cancellation rate in January 2026, up by 7.8 percentage points from December 2025 [2] - As of January 26, 2026, a total of 49 flight routes have canceled all flights, indicating a worsening trend in flight operations [1] Flight Cancellations - The cancellation rates for specific routes from mainland China to Japan in February 2026 show that several routes have a 100% cancellation rate, including major cities such as Beijing, Chengdu, and Shanghai [3] - Notable routes with 100% cancellations include Beijing Daxing to Kansai (113 flights), Shanghai Pudong to Osaka Kobe (28 flights), and Shenzhen Baoan to New Chitose (13 flights [3] Airline Policies - Multiple airlines, including Air China, China Eastern, and China Southern, have announced extended free ticket change and cancellation policies for flights to Japan until October 24, 2026 [4][10] - Air China allows for free changes for tickets purchased before January 26, 2026, for flights scheduled between March 29 and October 24, 2026, with specific conditions for changes and refunds [4] - China Eastern's policy includes free changes for flights within three days of the original flight date and allows for non-voluntary refunds without fees for unused segments [5][7] Impact on Tourism and Retail - The number of visitors from mainland China to Japan dropped significantly, with December 2025 seeing a 45.3% decrease compared to the previous year, attributed to various factors including safety concerns and negative public sentiment [12][14] - Japan's retail sector is experiencing a downturn, with department store sales declining by 1.5% in 2025, marking the first negative growth in five years, largely due to weak inbound consumption [12][14] Safety Concerns - The Chinese Ministry of Foreign Affairs has issued warnings to citizens regarding travel to Japan, citing safety threats and recent seismic activity, urging travelers to reconsider their plans [15]

Core Viewpoint - Chinese airlines, including the state-owned "Big Three," have extended the deadline for free ticket changes and refunds for flights to Japan until October 24, 2026, due to deteriorating safety conditions for Chinese citizens in Japan [2][3]. Group 1: Policy Changes - The new policy allows free changes or refunds for tickets issued before January 26, 2026, for travel dates from March 29, 2026, to October 24, 2026 [2]. - This initiative originated from a warning issued by the Chinese Ministry of Foreign Affairs in November 2025, advising citizens to avoid traveling to Japan [2]. Group 2: Impact on Travel - The number of Chinese tourists visiting Japan dropped significantly, with only 330,000 visitors in December 2025, a 45.3% decrease compared to over 600,000 in December 2024 [3]. - Following the diplomatic tensions, Chinese tourists are shifting their travel preferences to other countries such as Malaysia, Thailand, and South Korea [3]. Group 3: Flight Cancellations - From December 22, 2025, to January 4, 2026, 46 routes from China to Japan canceled all flights, with a total of 2,195 flights canceled, resulting in a cancellation rate exceeding 40% [4]. - As of January 26, 2026, the cancellation rate for flights from China to Japan reached 47.2%, an increase of 7.8 percentage points from December 2025 [4].

每经AI快讯，1月26日，冬季风暴导致航班取消，航空公司美股盘前下跌。美国航空下跌1.2%，达美航 空下跌1.2%，捷蓝航空下跌0.2%。 ...

Group 1 - Major Chinese airlines including Air China, China Eastern Airlines, and China Southern Airlines announced a policy allowing free cancellations and changes for flights to and from Japan booked before January 26, with travel dates from March 29, 2026, to October 24, 2026 [1] - This policy indicates a contraction in the Japanese travel market for the year, with significant losses of Chinese tourists expected during major holidays such as Spring Festival, Qingming, May Day, summer vacation, Mid-Autumn Festival, and National Day [1] - Data shows that in 2025, the number of Chinese tourists to Japan reached 9.09 million, a 30% increase from 6.98 million in 2024, but there was a notable decline in tourist numbers in the last two months of 2025 [1] Group 2 - Since November 15 of the previous year, Chinese airlines have canceled a significant number of flights to Japan, with a cancellation rate of 47.2% for January 2026 flights compared to December 2025, an increase of 7.8 percentage points [1] - As of January 26, 2026, a total of 49 routes to Japan have had all flights canceled for February [1] - In December 2025, the number of Chinese citizens traveling to Japan was 348,700, a decrease of approximately 40% year-on-year and a 35% month-on-month decline from November 2025 [2]

每经头条（nbdtoutiao）——国际金价冲破5000美元！7年涨了280%，什么时候才见顶？专家：关键还 看美元，重点关注国际货币体系、降息和科技革命 每经AI快讯，吉祥航空1月26日晚间发布公告称，2026年1月26日，公司已完成回购，已实际回购公司 股份约3647万股，占公司总股本（约21.84亿股）的比例为1.67%，回购成交的最高价为13.46元/股，最 低价为11.93元/股，回购均价为12.7元/股，支付的资金总额为人民币约4.63亿元。公司回购股份金额已 达到回购方案中回购资金总额下限、且未超过回购资金总额上限，由于回购执行期限届满，故本次回购 方案实施完毕。 免责声明：本文内容与数据仅供参考，不构成投资建议，使用前请核实。据此操作，风险自担。 每日经济新闻 （记者 王晓波） ...

根据航班管家DAST数据，2026年1月中国大陆赴日本航班取消率达47.2%，较2025年12月增长7.8个百分 点。截至1月26日，2026年2月已有49条航线取消全部航班。 日本政府观光局1月21日公布的报告显示，2025年12月，中国内地访日游客数量为33.04万人次，比上年 同期大幅下降45.3%。 新京报贝壳财经讯1月26日，国航、东航、南航、厦航、山航等航司陆续更新关于日本相关航线客票特 殊处理的通告。公告指出，2026年10月24日（含）前出行的涉及日本进、出港（含经停）航班免费退 改。 （文章来源：新京报） 据悉，2026年3月29日至2026年10月24日为2026/27夏秋航季。上述公告意味着，日本航线免费退改签政 策延长至2026年夏秋航季。 ...