格隆汇2月13日丨中国东方航空股份(00670.HK)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%。 ...

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告之內容概不負責，對其 準確性或完整性亦不發表任何聲明，並明確表示概不會就因本公告全部或任何部分內容 而產生或因倚賴該等內容而引致的任何損失承擔任何責任。 （於中華人民共和國註冊成立的股份有限公司） （股份代號：00753） 二零二六年一月的主要營運數據公告 隨附公告（「上交所公告」）乃由中國國際航空股份有限公司（「中國國航」）於二零二六年二 月十三日在上海證券交易所刊發，其中載有中國國航及其附屬公司（統稱「本集團」）二零 二六年一月的合併營運數據。本公告附上上交所公告乃由中國國航根據香港聯合交易所 有限公司證券上市規則（「上市規則」）第13.09條及第13.10B條，以及香港法例第571章證 券及期貨條例第XIVA部項下之內幕消息條文（定義見上市規則）而作出。 隨附上交所公告載列的數據來自本集團內部統計，可能與相關期間定期報告披露的數據 有差異。投資者應注意不恰當信賴或使用以上信息可能造成投資風險。 承董事會命 中國國際航空股份有限公司 公司秘書 肖烽 中國北京，二零二六年二月十三日 於本公告日期，本公司的董事為劉鐵祥先生、王明遠先生、崔曉峰先生、Pat ...

Group 1: Passenger Operations - The group's passenger capacity input (measured in available seat kilometers) decreased by 1.10% year-on-year in January 2026, with domestic capacity down by 5.42%, while regional and international capacities increased by 0.12% and 10.45% respectively [1] - Passenger turnover (measured in revenue passenger kilometers) fell by 2.86% year-on-year, with domestic turnover down by 6.91%, while regional and international turnovers increased by 1.12% and 7.96% respectively [1] - The passenger load factor was 83.26%, a decrease of 1.51 percentage points year-on-year, with domestic and international load factors down by 1.34 and 1.90 percentage points respectively, while regional load factor increased by 0.77 percentage points [1] Group 2: Cargo Operations - In January 2026, cargo capacity input (measured in available ton kilometers for cargo and mail) decreased by 0.03% year-on-year [2] - Cargo turnover (measured in revenue ton kilometers for cargo and mail) increased by 7.65% year-on-year [2] - The cargo load factor was 50.39%, an increase of 3.59 percentage points year-on-year [2]

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。 ...

Core Viewpoint - China Eastern Airlines (600115.SH) reported a decrease in passenger capacity and turnover for January 2026, while experiencing an increase in cargo turnover [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 is 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 for January 2026 [1]

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]

Core Viewpoint - HNA Group (600221.SH) announced the introduction of new aircraft and reported significant improvements in operational metrics for both regional and international routes as of January 2026 [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 increased by 2.44% year-on-year [1] - Load factor improved 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 rose by 11.98% year-on-year [1] - Cargo and mail load factor improved by 3.65 percentage points year-on-year [1]

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]