2026.03. 11 本文字数：1332，阅读时长大约3分钟 作者 | 第一财 经 陈姗姗 国际油价在周一飙升突破110美元/桶后，周二又暴跌逾11%，创下2022年以来最大单日跌幅。 面对全球燃油市场前所未有的大波动，有航空公司开始上调燃油附加费，还有航空公司称将提高票价。 而随着中东航线恢复缓慢，中欧直飞航线更是一票难求，票价飞涨。 国际线燃油附加费率先上调 航油采购成本是航空公司的第一大成本构成，并且也是机票定价的重要考量因素，而旅客每次飞机出行要交付的燃油附加费，也是与航油价格实施联动 机制。 为了应对燃油价格的上涨，航空公司普遍会通过上调燃油附加费的方式。对于国内航司来说，其国际航线的燃油附加费调整不定期，国内航线每月调整 一次。 最先官宣上调燃油附加费的香港航空，计划于3月12日生效全新的燃油附加费收取标准：由中国香港飞往中国大陆的燃油附加费从185港元增加到190 港元；由中国香港飞往亚洲的短途航班由162港元增加至212港元；飞往欧美、非洲、中东地区的长途航班由589港元增加到739港元。 上一次调整国内航线燃油附加费是今年1月5日，当时800公里(含)以下航段收取燃油费10元，800公里以 ...

每经AI快讯，3月11日，国泰航空股价涨5.9%，此前公布财年利润超出预期。 ...

观点网讯：3月11日，国泰航空发布2025年度全年业绩公告。 免责声明：本文内容与数据由观点根据公开信息整理，不构成投资建议，使用前请核实。 根据公告，国泰集团2025年取得收益1167.66亿港元，同比增长11.88%；股东应占溢利108.28亿港元， 同比增长9.51%；每股基本盈利165.5港仙。 来源：观点地产网 董事会建议派发截至2025年12月31日止年度第二次中期股息每股普通股0.64港元。 ...

Core Viewpoint - Cathay Pacific Airways reported a revenue of HKD 116.766 billion for the year 2025, representing a year-on-year growth of 11.88% [1] - The group's net profit attributable to shareholders reached HKD 10.828 billion, an increase of 9.51% compared to the previous year [1] - The company plans to distribute an interim dividend of HKD 0.64 per ordinary share for the year ending December 31, 2025 [1] Financial Performance - The group achieved a net profit of HKD 10.828 billion in 2025, up from HKD 9.888 billion in 2024 [1] - Earnings per share for 2025 were HKD 1.655, compared to HKD 1.492 in 2024 [1] - The airline and its subsidiaries reported a net profit of HKD 9.996 billion for 2025, an increase from HKD 8.849 billion in 2024 [1] Operational Highlights - The financial performance growth was driven by increased capacity, stable passenger volume, and strong cargo demand [1] - However, some of the growth was offset by the normalization of passenger revenue and losses attributed to Hong Kong Express [1] - The net profit from associated companies was HKD 447 million for the year, up from HKD 288 million in 2024 [1] Non-Recurring Income - The net profit for 2025 included a non-recurring gain of approximately HKD 878 million from a settlement agreement with Hong Kong Aircraft Engineering Company (HAECO) related to aircraft parts management joint ventures [1]

公告称，国泰集团(包括航空公司、附属公司及联属公司)于2025年取得应占溢利为108.28亿港元(2024 年：98.88亿港元)。2025年每股普通股盈利为165.5港仙(2024年：149.2港仙)。受惠于可载量增加、客运 量稳定及货运需求强劲，推动财务业绩增长，但部分增幅因香港快运造成的乘客收益正常化及亏损所 致。 国泰航空(00293)发布2025年全年业绩，该集团取得收益1167.66亿港元，同比增长11.88%;国泰集团 （603977）股东应占溢利108.28亿港元，同比增长9.51%;每股基本盈利165.5港仙。拟派发截至2025年12 月31日止年度第二次中期股息每股普通股0.64港元。 集团旗下航空公司及附属公司于2025年全年取得应占溢利99.96亿港元(2024年：88.49亿港元)。来自联 属公司的业绩净额(大部分为延迟3个月确认)为全年溢利4.47亿港元(2024年：2.88亿港元)。2025年的应 占溢利包括一项因与香港飞机工程有限公司(HAECO)就飞机零件管理合营企业达成的和解协议而产生 的非经常性盈利约8.78亿港元，此收入列于其他收入。 ...

Core Viewpoint - Cathay Pacific is projected to achieve a total revenue of HKD 116.77 billion for the year 2025, exceeding the forecast of HKD 112.4 billion, with an operating profit of HKD 14.46 billion, surpassing the estimate of HKD 12.51 billion [1] Group 1 - The ongoing supply chain disruptions and cost inflation continue to impact the delivery of new aircraft [1] - The company is set to receive 8 new narrow-body aircraft in 2026 [1]

Core Viewpoint - Cathay Pacific Airways (00293.HK) reported an annual performance for the year ending December 31, 2025, with total revenue of HKD 116.766 billion, representing a year-on-year increase of 11.9% [1] Financial Performance - The company's profit attributable to shareholders for the period was HKD 10.828 billion, reflecting a year-on-year growth of 9.5% [1] - Basic earnings per share were HKD 1.655, with a proposed second interim dividend of HKD 0.64 per share [1] Revenue Breakdown - Passenger revenue for 2025 reached HKD 72.454 billion, marking a year-on-year increase of 15.8% [1] - Cargo revenue for 2025 was HKD 24.279 billion, showing a modest growth of 1.2% [1] - Hong Kong Express recorded passenger revenue of HKD 6.394 billion, which is a year-on-year increase of 6.7% [1] Non-Recurring Income - The profit for 2025 includes a non-recurring gain of approximately HKD 0.878 billion from a settlement agreement with Hong Kong Aircraft Engineering Company (HAECO) related to an aircraft parts management joint venture, classified under other income [1]

Group 1 - Major airlines such as Air China, China Eastern Airlines, China Southern Airlines, and Shenzhen Airlines have optimized their involuntary ticket change and refund policies for certain Middle Eastern routes due to regional situation impacts [1] - For tickets with unused segments for travel dates between February 28, 2026, and May 31, 2026, purchased or exchanged before 3 PM on March 10, 2026, passengers can process involuntary changes or refunds without service fees within the ticket validity period [1] - Passengers are encouraged to check the official channels of the airlines for detailed policies and procedures regarding ticket changes and refunds [1]

记者丨金珊 编辑丨黎雨桐 周二（3月10日），美国三大股指收盘涨跌不一，道指跌0.07%，标普500指数跌0.21%，纳指涨0.01%。 | 道琼斯工业 纳斯达克指数 | | 标普500 | | --- | --- | --- | | 47706.51 | 22697.10 | 6781.48 | | -34.29 -0.07% +1.15 +0.01% -14.51 -0.21% | | | | 美国科技七巨头 中概科技龙头 | | 中国金龙 | | 62523.71 | 4013.52 | 7222.96 | | +223.92 +0.36% +195.58 +5.12% +139.12 +1.96% | | | 大型科技股涨多跌少。英伟达、脸书涨超1%，甲骨文美股盘后涨幅扩大至10%，消息面上，该公司第三财季调整后营收超预期。 芯片股多数上涨，费城半导体指数涨0.7%，美光科技涨超3%，英特尔、ARM、应用材料涨超2%。 据央视新闻报道，当地时间10日，美国总统特朗普通过社交媒体发文称， 如果伊朗在霍尔木兹海峡部署水雷，必须立即将其移除，否则将面 临"前所未有的军事后果 "。特朗普同时警告，美国将使用打 ...

Market Overview - The Hang Seng Index closed at 25,408, down 1.35% for the day and 0.87% year-to-date[3] - The S&P 500 rose by 0.88%, while the Nasdaq increased by 1.38%[3] - The Nikkei 225 index fell by 5.20%, marking a significant decline due to rising oil prices and geopolitical tensions[12] Oil Price Impact - Brent crude oil prices surged over 27%, reaching $118.5 per barrel, the highest since June 2022[9] - UBS estimates that a $1 increase in Brent crude oil reduces annual profits for major airlines by approximately $360 million to $430 million[9] - HSBC research indicates that a 10% rise in oil prices could lead to a profit reduction of about 68% for Chinese airlines[9] Geopolitical Developments - Trump announced that the military objectives against Iran are "basically complete," suggesting a potential end to the conflict soon[12] - The market reacted positively to Trump's comments, with major U.S. indices closing higher[9] - Concerns remain that unless the conflict resolves quickly, sustained high oil prices could severely impact the economy[9] Sector Performance - Airline stocks continued to decline, with China Aircraft Leasing down over 6% and Cathay Pacific down over 5%[9] - AI-related stocks saw significant gains, with companies like Zhixin Technology rising over 51%[9] - Energy stocks, particularly oil and gas services, experienced substantial increases, with Baikin Oil Services up over 40%[9]