南方航空(600029.SH)发布公告，2026年1月，集团客运运力投入(按可利用座公里计)同比下降1.10%，其 中国内同比下降5.42%，地区和国际分别同比上升0.12%和10.45%;旅客周转量(按收入客公里计)同比下 降2.86%，其中国内同比下降6.91%，地区和国际分别同比上升1.12%和7.96%;客座率为83.26%，同比下 降1.51个百分点，其中国内和国际分别同比下降1.34和1.90个百分点，地区同比上升0.77个百分点。 南方航空(600029.SH)发布公告，2026年1月，集团客运运力投入(按可利用座公里计)同比下降1.10%，其 中国内同比下降5.42%，地区和国际分别同比上升0.12%和10.45%;旅客周转量(按收入客公里计)同比下 降2.86%，其中国内同比下降6.91%，地区和国际分别同比上升1.12%和7.96%;客座率为83.26%，同比下 降1.51个百分点，其中国内和国际分别同比下降1.34和1.90个百分点，地区同比上升0.77个百分点。 货运方面，2026年1月，货运运力投入(按可利用吨公里—货邮运计)同比下降0.03%;货邮周转量(按收入 吨公里—货邮运计) ...

货运方面，2026年1月，货运运力投入(按可利用吨公里—货邮运计)同比下降0.03%;货邮周转量(按收入 吨公里—货邮运计)同比上升7.65%;货邮载运率为50.39%，同比上升3.59个百分点。 南方航空(600029.SH)发布公告，2026年1月，集团客运运力投入(按可利用座公里计)同比下降1.10%，其 中国内同比下降5.42%，地区和国际分别同比上升0.12%和10.45%;旅客周转量(按收入客公里计)同比下 降2.86%，其中国内同比下降6.91%，地区和国际分别同比上升1.12%和7.96%;客座率为83.26%，同比下 降1.51个百分点，其中国内和国际分别同比下降1.34和1.90个百分点，地区同比上升0.77个百分点。 ...

智通财经APP讯，中国东航(600115.SH)发布公告，公司2026年1月客运运力投入(按可用座公里计)同比 下降3.54%;旅客周转量(按客运人公里计)同比下降1.03%;客座率为85.01%，同比上升2.16个百分点。 2026年1月货邮周转量(按货邮载运吨公里计)同比上升8.33%。 ...

Core Viewpoint - China Eastern Airlines (600115.SH) announced a decrease in passenger capacity for January 2026, indicating a potential shift in operational strategy and market conditions [1] Group 1: Passenger Operations - The passenger capacity input (measured in available seat kilometers) for January 2026 is expected to decline by 3.54% year-on-year [1] - The passenger turnover (measured in revenue passenger kilometers) is projected to decrease by 1.03% year-on-year [1] - The passenger load factor stands at 85.01%, which represents an increase of 2.16 percentage points year-on-year [1] Group 2: Cargo Operations - The cargo and mail turnover (measured in cargo mail ton kilometers) is anticipated to rise by 8.33% year-on-year [1]

Core Viewpoint - HNA Group (600221.SH) announced the introduction of new aircraft and reported significant growth in operational metrics for January 2026, indicating a positive trend in both regional and international operations [1] Group 1: Aircraft Operations - In January 2026, the company introduced 1 A320NEO, 1 A320, and 1 B737-8 aircraft while retiring 2 B737-800 aircraft [1] - By the end of January 2026, the total number of aircraft in operation reached 360 [1] Group 2: Regional Operations - Regional passenger capacity (measured in available seat kilometers) increased by 5.86% year-on-year [1] - Revenue passenger kilometers rose by 33.54% year-on-year [1] - Passenger transport volume grew by 25.92% year-on-year [1] - Load factor improved by 16.43 percentage points year-on-year [1] - Regional cargo and mail revenue ton-kilometers surged by 64.06% year-on-year [1] - Cargo and mail volume increased by 90.51% year-on-year [1] - Cargo and mail load factor rose by 6.92 percentage points year-on-year [1] Group 3: International Operations - International passenger capacity increased by 0.66% year-on-year [1] - Revenue passenger kilometers grew by 3.38% year-on-year [1] - Passenger transport volume saw a rise of 2.44% year-on-year [1] - Load factor increased by 1.91 percentage points year-on-year [1] - International cargo and mail revenue ton-kilometers increased by 11.66% year-on-year [1] - Cargo and mail volume grew by 11.98% year-on-year [1] - Cargo and mail load factor improved by 3.65 percentage points year-on-year [1]

格隆汇2月13日丨海航控股(600221.SH)公布，2026年1月，本集团引进1架A320NEO飞机，1架A320飞 机，1架B737-8飞机，退出2架B737-800飞机。截至2026年1月底，本集团合计运营360架飞机。 2026年1月，本集团地区及国际航线运营数据同比提升，其中地区客运运力投入（按可利用客公里计） 同比增长5.86%，收入客公里同比增长33.54%，旅客运输量同比增长25.92%，客座率同比增长16.43个百 分点；国际客运运力投入同比增长0.66%，收入客公里同比增长3.38%，旅客运输量同比增长2.44%，客 座率同比增长1.91个百分点。地区货邮运收入吨公里同比增长64.06%，货运及邮运量同比增长90.51%， 货邮载运率同比增长6.92个百分点；国际货邮运收入吨公里同比增长11.66%，货运及邮运量同比增长 11.98%，货邮载运率同比增长3.65个百分点。 ...

临时公告 证券代码：600221、900945 证券简称：海航控股、海控 B 股 编号：临 2026-011 海南航空控股股份有限公司 2026 年 1 月主要运营数据公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或 者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 2026 年 1 月，海南航空控股股份有限公司及所属子公司（以下简称"本集团"） 合并主要运营数据如下： | 载运量 | 年 2026 1 | 月 | 年累计 2026 | | | --- | --- | --- | --- | --- | | 数值 | | 同比变动（%） | 数值 | 同比变动（%） | | 收入客公里（RPK）（百万） | | | | | | 国内 | 8878.67 | -6.25 | 8878.67 | -6.25 | | 地区 | 27.54 | 33.54 | 27.54 | 33.54 | | 国际 | 2166.36 | 3.38 | 2166.36 | 3.38 | | 合计 | 11072.57 | -4.44 | 11072.57 | -4.44 | | 收入吨公里（R ...

Company Performance - The company expects a net profit loss of 1.3 billion to 1.9 billion yuan for 2025, primarily due to the reversal of deferred tax assets. Despite a profit of 1.87 billion yuan in the first three quarters, the fourth quarter loss is projected to expand to 3.17 billion to 3.77 billion yuan [2] Capital Increase - The company announced that its application for a private placement of shares has been approved by the Shanghai Stock Exchange, pending registration decision from the CSRC. This move may optimize the capital structure, but the final outcome and timing remain uncertain [3] Business Operations - During the Spring Festival travel period (February 2 to March 13), the company plans to operate over 70,000 flights, a year-on-year increase of 10.1%, and will deploy 9 C919 aircraft to meet the peak demand for homecoming and tourism [4] Stock Performance - On February 12, the stock price fell by 2.04% to 8.64 yuan per share, with a net outflow of 8.988 million yuan in principal funds. Year-to-date, the stock has declined by 7.79%, reflecting market reactions to performance and macroeconomic factors [5] Industry Environment - The Civil Aviation Administration expects the passenger volume during the 2026 Spring Festival to reach a historical high of 95 million. Additionally, the ongoing "anti-involution" policy is expected to support a rebound in ticket prices. Institutions like GF Securities indicate that supply constraints and rising demand may become long-term driving factors [6]

以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 南方航空(600029.SH)公告称，2026年1月，公司及所属子公司客运运力投入（按可利用座公里计）同比 下降1.10%，其中国内同比下降5.42%，地区和国际分别同比上升0.12%和10.45%；旅客周转量（按收入 客公里计）同比下降2.86%，其中国内同比下降6.91%，地区和国际分别同比上升1.12%和7.96%；客座 率为83.26%，同比下降1.51个百分点，其中国内和国际分别同比下降1.34和1.90个百分点，地区同比上 升0.77个百分点。 ...

Core Viewpoint - The company, Juneyao Airlines, reported a decline in passenger capacity and turnover for January 2026 compared to the previous year, with a slight increase in seat occupancy rate [1] Group 1: Year-on-Year Performance - The company's passenger capacity (measured in available seat kilometers) decreased by 7.84% year-on-year, with domestic, international, and regional routes showing changes of -3.49%, -16.09%, and -39.44% respectively [1] - The passenger turnover (measured in revenue passenger kilometers) fell by 6.04% year-on-year, with domestic, international, and regional routes experiencing declines of -1.51%, -16.01%, and -35.70% respectively [1] - The overall seat occupancy rate was 84.03%, which represents an increase of 1.61% year-on-year, with domestic, international, and regional routes showing changes of 1.76%, 0.07%, and 4.99% respectively [1] Group 2: Month-on-Month Performance - Domestic passenger capacity (measured in available seat kilometers) increased by 8.94% month-on-month, while domestic passenger turnover (measured in revenue passenger kilometers) rose by 9.40% month-on-month [1] - The seat occupancy rate for domestic routes increased by 0.37% month-on-month [1] - In contrast, international passenger capacity (measured in available seat kilometers) decreased by 2.07% month-on-month, with international passenger turnover (measured in revenue passenger kilometers) declining by 3.78% month-on-month [1] - The seat occupancy rate for international routes fell by 1.34% month-on-month [1]