转自：新华国际头条 墨西哥武装部队22日打死一个主要贩毒集团的头目，墨西哥多个地区随后爆发骚乱。美国、加拿大、俄 罗斯等国发布安全警示，多家航空公司取消共计数十架次赴墨航班。 墨西哥国防部22日说，武装部队当天在哈利斯科州塔帕尔帕市抓捕毒贩，多名"哈利斯科州新生代"贩毒 集团成员在打击行动中死亡，包括该集团头目内梅西奥·奥塞格拉·塞万提斯。 多国分别向本国在墨公民发布安全警示。美国国务院敦促在哈利斯科、米却肯等墨西哥多州的美国公民 待在安全地点，避免外出。加拿大政府也呼吁本国公民"保持低调"并避免外出。俄罗斯政府告诫俄公民 推迟前往哈利斯科州，已在该州的俄公民不要前往人群密集和可能遭到袭击的区域，"除非绝对必要"， 应避免外出。 联合航空公司、美国航空公司、西南航空公司等多家美国航空运营商以及加拿大航空公司宣布，暂时停 飞前往瓜达拉哈拉、巴亚尔塔港等地的航班。一些正飞往墨西哥的航班甚至中途返航。 美国驻墨西哥大使馆在社交媒体上说，墨方这次抓捕行动是在美墨"双边合作框架"内执行的，美方提供 了情报。 美国特朗普政府先前一直以打击贩毒为名，对包括墨西哥在内的一些拉美国家进行威胁和施压。特朗普 多次公开宣称，如果墨 ...

文 丨 《BUG》栏目 周文猛 今年是海南自贸港封关运作后的首个春运。封关政策红利持续释放，叠加免税新政扩容，使得海南冬季 旅游热度持续攀升。 《BUG》栏目查询多家在线旅游平台发现，2月23日（初七）春节最后一天，从三亚飞往北京、上海等 核心城市的直飞航班，核心出行时段的经济舱几乎已全部售罄，仅剩部分夜间2：00落地的夜间航班售 价4000余元，大量仍有座席的公务舱票价普遍在9900元左右。订票平台上一些优质时段的中转航班，公 务舱价格甚至高达18950元。 而让旅游者痛苦的是回程。今天是春节最后一日假期，查询多家在线旅游平台后发现，从三亚飞往北 京、上海等核心城市的直飞航班经济舱全部售罄，仅剩的公务舱票价普遍在9900元左右——逼近万元大 关，部分中转公务舱机票甚至高达18950元。 社交平台上有人直言，"没有一万块，我都从三亚回不来！" 根据"海口发布"的最新数据显示，自春运2月2日启动以来，岛内三大机场航班量、旅客吞吐量屡创新 高，累计已有15天单日旅客吞吐量超过20万人次。今日，岛内三大机场预计执行航班近1200架次，旅客 吞吐量约23.2万人次。 "回北京上海，售罄" "贵，真的太贵了，不推荐节假 ...

Group 1: Domestic Economic Trends - The extended Spring Festival holiday is expected to boost travel, tourism, and consumption significantly, with a projected increase in passenger volume during the Spring Festival travel rush[2] - In 2026, the Spring Festival is anticipated to set five new records for travel intensity, with a notable increase in self-driving trips and strong demand for tourism[9] - The sales of commercial housing during the Spring Festival are expected to show a positive year-on-year growth of 5.2%[4] Group 2: AI and Technological Advancements - The year 2026 is projected to be a pivotal year for the widespread adoption of AI consumer terminals, marking the beginning of competitive AI applications[2] - The introduction of AI technologies during the Spring Festival gala has enhanced public awareness of embodied intelligence, further supporting the notion of 2026 as a key year for AI application competition[34] Group 3: International Trade and Currency - The repeal of Trump-era tariffs is expected to lead to a moderate appreciation of the RMB, with the current tariff rate on Chinese goods at 28.93%, a decrease of 2.3 percentage points from late 2025[4] - The global trade tensions are easing, which is likely to support a resilient growth rate in China's export sector[4] Group 4: Inflation and Economic Data - Inflation rates in the US and Japan are lower than expected, indicating a downward trend, with the US CPI at 2.4% and Japan's at 1.5%[6] - The US GDP growth for Q4 2025 was below expectations, primarily due to temporary impacts from government shutdowns, reflecting a growth rate of 1.4%[6]

智通财经APP获悉，中信证券发布研报称，春运前20天民航、铁路、公路客运量同比 +5.4%/+4.9%/+5.4%，关注节后初六、十六波峰客流的叠加效应，预计民航春运客流同增5.5%~6.0%。 2026年春运为航空繁荣周期首个"试金石"，关注节后客流叠加，再次强调"重视航司盈利拐点"，2026年 大航或迎利润表显著改善。预计民航春运客流同增5.5%~6.0%。未来两个月预计需求积极因素持续显 现，该行继续强调"2026年大航或迎利润表显著改善"。继续推荐周期弹性显著的航司，业绩确定性较高 的航司。 中信证券主要观点如下： 春运前20天民航、铁路、公路客运量同比+5.4%/+4.9%/+5.4%，关注节后初六、十六波峰叠加效应， 预计民航春运客流同增5.5%~6.0%。未来两个月需求积极因素持续显现，该行继续强调"2026年大航或 迎利润表显著改善"。 截至2月21日(春运前20天，2026年春运起止时间为2月2日(腊月十五)~3月13日(正月廿五))全社会跨区域 累计人员流动同比增长5.2%。分运输方式来看客运量(公路为人员流动量)，民航、铁路、公路分别同比 +5.4% /+4.9%/+5.4%，相对201 ...

Investment Rating - The report maintains a positive outlook on the shipping industry, particularly focusing on oil transportation and shipbuilding sectors, recommending stocks such as ST Songfa and China Merchants Energy [4]. Core Insights - The report highlights a strong performance in oil shipping, with VLCC TCE rates rising by 24% to $146,385 per day, and a significant increase in demand leading to higher freight rates [4]. - The global energy chain's valuation is on the rise, driven by long-term capacity utilization and mid-cycle profit expectations, suggesting a favorable environment for shipping rates [4]. - The report emphasizes the resilience of the dry bulk market, with the BDI index recording a slight increase of 1.19% to 2,043 points, indicating stable demand despite seasonal fluctuations [5]. Summary by Sections Shipping Market Performance - The shipping index decreased by 1.41%, underperforming the CSI 300 index by 1.77 percentage points, with the aviation sector experiencing the largest decline at -5.16% [5]. - The report notes that the coastal dry bulk freight index in China fell by 1.76%, while the Baltic Dry Index increased by 1.19% [5]. Oil Transportation - VLCC rates reached a new high of approximately $160,000 per day during the Spring Festival, with expectations for continued strength in the coming weeks [4]. - The report indicates that the average VLCC freight rate increased by 23% week-on-week, reaching $149,564 per day, reflecting tight capacity and strong demand [4]. Dry Bulk Market - The report mentions that the Capesize freight rate decreased by 4.1%, while the Panamax index showed resilience with a 3.5% increase [4]. - The report anticipates that post-holiday demand recovery will be crucial for the dry bulk market, particularly in iron ore shipments [4]. Air Transportation - The report suggests that the airline industry is at a turning point, with potential for significant profit growth due to increased passenger volumes and operational efficiencies [4]. - Airlines such as China Eastern Airlines and Spring Airlines are highlighted as key players to watch in this sector [4]. Express Delivery - The report notes uncertainties in the express delivery sector due to fluctuating demand and competitive pressures, but highlights the strong market position of leading companies like ZTO Express and YTO Express [4]. Rail and Road Transportation - Rail freight volumes and highway truck traffic are reported to be resilient, with the Ministry of Transport data showing a slight decrease in freight volume but overall stability [4]. - The report identifies two main investment themes in the highway sector: high dividend yields and potential value recovery in undervalued stocks [4].

不过，这片自治领地迎来的首个大型夏季旺季既有起色也有波折，这些经验将为格陵兰当地人和游客了 解未来的情况提供借鉴。 格陵兰或许与邻近且人气颇高的冰岛一样，拥有大量峡湾风光，并在夜间呈现绚丽的北极光，但这两个 目的地却截然不同。冰岛有便于自驾的环岛公路，也有配套地热温泉的度假村；而格陵兰约80%的面积 几乎是一整片冰盖，出行往往需要乘船或直升机。即便在天气不错的日子里，乘船也可能颇具挑战：需 要全身保暖抓绒、干式防水服以及滑雪护目镜。这里公路寥寥无几，而天气变化无常，几乎没有什么能 不受其影响。 在格陵兰成为地缘政治热议话题之前不久，它还是旅行爱好者的热门目的地，尤其是美国人。 2025年6月，联合航空开通了史上首条从美国直飞格陵兰的航线，每周向首府努克运送逾300名乘客。在 繁忙的夏季旺季，这些航班把约4，500名美国旅客带到这座人口约2万的城市。再加上从哥本哈根新增 的航班，帮助这一丹麦自治领地迎来前所未有的旅游火爆年份：国际到访人数达到2024年的两倍。 无论是对游客而言，还是鉴于美国总统唐纳德·特朗普的表态而对各国领导人而言，对格陵兰的关注度 都从未如此之高。2026年前几个月，特朗普曾威胁要接管该领土 ...

其中，国航增加2月23日—25日海口美兰至北京首都、海口美兰至成都天府，2月24日、25日海口美兰至上海浦东，2月23日海口美兰至杭州萧山航 班，每日各一班。东航增加2月24日至3月5日海口美兰至上海浦东航班，每日一班。海航增加2月26日海口美兰至福州长乐、宁波栎社航班，各一班 次。 为让广大旅客更顺利地安排出行计划，美兰机场还发布了春节期间及节后重点客源地城市往返海口的机票剩余情况。 截至2月23日，出港方面，2月23日-26日，海口前往上海、深圳、武汉、杭州、珠海、贵阳、揭阳、厦门、长沙、重庆、成都等地的机票十分紧张； 进港方面，除哈尔滨、杭州、武汉的部分航班外，春节假期及节后的进岛机票都比较充足。根据多家OTA数据显示，返程机票在2月24日（初八）之 后，票价会明显回落。建议条件允许下，选择错峰出行或关注中转航班、非高峰时段航班，降低出行成本。 | 出发机场 | 目的机场 | | | 航空公司 2月23日 2月24日 2月25日 2月26日 | | | 2月27日至3月5日 | | --- | --- | --- | --- | --- | --- | --- | --- | | 海口美兰 | 北京首都 ...

| 三亚到上海机票价格 | | --- | 今天是大年初七，春节假期进入尾声。海南三大机场将迎来整个春运期间客流峰值日，预计运送旅客将突破23.2万人次。 据智通财经报道，记者查询多家在线旅游平台发现，2月22日至23日（初六至初七）期间，从三亚飞往北京、上海等核心城市的直飞航班经济舱几乎全部 售罄，仅剩的公务舱票价普遍逼近万元大关。 智通财经 综合报道 三亚到北京机票价格 | 早在: 三业 | 木与 U2月24日 同_ | | | | | | | | | | "最近更新时间:17:09:58 0 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | ■ 直飞/经停 | 中转 > | 航空公司 V | 起抵时间 √ | 机场 | V | 舱位 √ | 更多 ~ | 低价优先 | 准点率高-低 | 起飞时间早-晚 | 更多排序 √ | | 新海航 海南航空 THE OWN | | | 22:20 | | | 23:55 | | | 赌450接送机券 | ¥8610 = | | | 3 HU7749 空客330- ...

加拿大外交部说，目前墨西哥境内的绑架等犯罪活动高发，针对外国游客的攻击虽非主流，但持续的暴 力冲突已对公共安全构成严重威胁。当前墨西哥西部海滨旅游城市巴亚尔塔港及其周边地区的交通已因 武装对峙而大面积中断。 加拿大航空公司22日宣布，由于无法保障机场运营安全，暂停往返巴亚尔塔港的所有航班。加拿大西捷 航空也已取消了相关航班。 加拿大外交部22日宣布，由于墨西哥西南部地区发生暴力冲突，加拿大将该国整体风险等级定为"高度 警戒"，并将墨西哥十余个州列入"避免非必要旅行"区域。 （文章来源：新华社） ...

Core Insights - Hainan Airlines has received approval for four additional flights between Haikou and Fuzhou, Ningbo starting February 26, 2026, marking the full participation of four major airlines in increasing flights to Hainan [1] - The peak return passenger flow is expected as the Spring Festival holiday concludes, prompting the Civil Aviation Administration of China to approve additional flights at Haikou Meilan Airport and Sanya Phoenix Airport [3] Group 1 - Since the start of the Spring Festival travel rush on February 2, 2026, Hainan's three major airports have seen record-breaking flight volumes and passenger throughput, with over 200,000 passengers on 15 days [5] - On February 23, 2026, nearly 1,200 flights are expected to operate, with an estimated passenger throughput of approximately 232,000 [5] - Airlines have added over 2,000 flights during the Spring Festival travel period, increasing seat capacity by 600,000, with a total of over 10 million seats available, a 10% increase compared to 2025 [5] Group 2 - The use of larger aircraft has increased seat supply, with wide-body aircraft capacity up by 13% during the Spring Festival travel period compared to the previous year [7] - The proportion of wide-body aircraft operating at Sanya Airport has risen from an average of 8.5% to over 30% during the holiday period, ranking among the highest in the country [7] - Hainan airports have implemented seven key service initiatives to enhance passenger experience, focusing on various travel touchpoints [7] Group 3 - The introduction of nine temporary air routes on February 2, 2026, has improved airspace capacity by 15%, alleviating congestion during peak flight times [9] - Post-February 24, 2026, return flight tickets are expected to have ample availability and lower prices, with recommendations for travelers to consider off-peak travel options [9] - Hainan airports encourage flexible airport choices and utilization of the integrated transportation network to optimize travel costs [9]