【#女子澄清飞机餐仅1根青菜配米饭# "后来看了小饭盒，确实有菜"】#航司否认飞机餐仅1根青菜配米 饭#2月8日，女子吐槽飞机餐仅1根青菜配米饭引起关注。一女子分享了自己的出行vlog，在飞机上打开 了航餐后发现一盒米饭仅配了一根青菜，表示震惊。对此，记者找到了视频的原作者，对方表示"大家 误会了，我发的时候评论就有解释"，在原视频下面记者发现了当事人确实有评论回复，称"掀开的面积 很大，以为没了哈哈哈哈哈 后来看了小饭盒对头，确实有菜，但确实也跟没有一样"，当事人对自己的 vlog登上热搜一事也十分震惊，并在个人动态内发布视频对此条热搜喊话"我没说 你别搞我"。随后还更 新了一个视频的后续，她打开了另一份航餐，里面是较为正常的面食，并配文"我爱航餐"。随后，记者 根据原视频内的航餐包装发现，该航餐属于浙江长龙航空，记者随后拨通了长龙航空的客服热线，接电 客服工作人员表示暂未收到相关方面的投诉反馈，并表示虽然每次配餐都会根据飞机略有不同，但 是"只有一根青菜的情况应该也是不会存在的。" #女子吐槽飞机餐仅一根青菜配米饭#（钱江视频） ...

Investment Rating - The report maintains a positive outlook on the aviation sector, indicating a potential "golden era" for airlines due to improving demand and supply constraints [2]. Core Insights - The report highlights India's potential reduction in Russian oil imports, shifting towards sourcing from non-sanctioned countries like the US and Venezuela, which may impact shipping dynamics [2]. - The report emphasizes the strengthening of the shipbuilding sector, with recommendations for companies like China Shipbuilding and China Power, as the dollar strengthens [2]. - The report notes that VLCC freight rates remain high, with a slight increase of 2% week-on-week, indicating a complex interplay between supply and demand in the oil shipping market [2]. - The aviation sector is expected to see significant improvements in profitability due to historical high passenger load factors and a growing trend in international travel [2]. - The express delivery industry faces uncertainties in demand and regulatory policies, but leading companies like ZTO Express and YTO Express are expected to maintain their market share and profitability [2]. Summary by Sections Shipping and Oil Transportation - VLCC freight rates have shown a week-on-week increase of 2%, with current rates at $124,743 per day, while Suezmax and Aframax rates have decreased by 3% and 7% respectively [2]. - The report discusses the impact of geopolitical tensions on shipping rates, particularly in the context of the Middle East and the Black Sea region [2]. Aviation - The aviation sector is poised for a significant turnaround, with airlines expected to benefit from increased capacity allocation to international routes and a favorable oil price environment [2]. - Companies such as China Eastern Airlines, China Southern Airlines, and Spring Airlines are highlighted as key players to watch in this sector [2]. Express Delivery - The express delivery sector is characterized by a concentration of market share among leading firms, with ZTO Express and YTO Express being noted for their resilience and growth potential [2]. - The report suggests that despite uncertainties, the competitive landscape will favor established players [2]. Rail and Road Transportation - Rail freight volumes and highway truck traffic have shown resilience, with a reported increase of 2.27% and 4.75% respectively in recent weeks [2]. - The report identifies two main investment themes in the highway sector: high dividend yields and potential value management opportunities [2].

证券研究报告 | 行业周报 gszqdatemark 2026 02 08 年 月 日 交通运输 春运拉开帷幕，航空迎周期景气拐点 周观点：2 月 2 日，2026 年春运正式拉开帷幕，首日全社会跨区域人员流动量 18498.6 万人次，比 2025 年同期增长 11.3%，其中民航客运量 223.4 万人次，比 2025 年同期增长 7.4%；根据航班管家，截至 2 月 6 日，2026 年春运民航累计平 均票价 840 元、同比 2025 年同期增长 3.0%，累计客座率 83.3%、同比 2025 年 同期增长 1.2 个百分点。在春运高景气预期下，继续看好" 扩内需"及" 反内卷" 下航空板块中长期景气度。 行情回顾：本周（2026.2.2-2026.2.6）交通运输板块行业指数上涨 1.90%，跑赢 上证指数 3.17 个百分点（上证指数下跌 1.27%）。从申万交通运输行业三级分类 看，涨幅前三名的板块分别为航空运输、快递、物流，涨幅分别为 8.15%、3.76%、 1.24%；跌幅前三名的板块分别为公路货运、航运、港口，跌幅分别为-0.85%、- 0.44%、-0.40%。 航运港口：VLCC ...

今天（8日）是春运第七天，全国铁路预计发送旅客1325万人次，计划加开旅客列车1688列。 全国民航今天预计保障航班19614班，可提供座位数297万个，预计运输旅客239万人次。 公路方面，截至今天7点，因降雪及路面结冰，山西、四川、贵州、新疆等4省份国省干线共有30个路段采取主动封闭管控措施，其中14个路段封闭主线，16 个路段关闭收费站。 ...

Infrastructure Development - Zhangjiakou City plans to complete a total transportation investment of 45.9 billion yuan in 2025, with 9 new or renovated national and provincial highways and 46 road network upgrades [1] - The construction and renovation of rural roads will cover 431 kilometers, and the rapid advancement of the Taixi Railway will enhance regional connectivity [4] - The city achieved a completion rate of 107.7% for planned investments, ranking first in the province, with 25.9 billion yuan invested in key projects [4] Service Quality Improvement - The transportation system focuses on reducing costs, ensuring smooth traffic, and enhancing service quality, leading to a 14.78% decrease in average express delivery prices [7] - Public transport services have been upgraded with the optimization of 3 urban bus routes and the introduction of 14 new school and commuter lines [8] - The city has implemented a taxi call platform "95128" to address the issue of difficulty in hailing taxis [11] Governance and Regulation - The city has established a collaborative mechanism for transportation law enforcement, enhancing the efficiency of regulatory practices [10] - A total of 31 non-site enforcement points and 72 lanes have been established to control overloading, with a superloading rate maintained below 2% [11] - The city has completed significant road maintenance, including 115 kilometers of major repairs and 225 kilometers of treatment for substandard road sections [11] Innovation and Integration - The city is exploring new models and business formats for transportation transformation, focusing on the integration of passenger and freight services [14] - The "Zhangyun Express" platform has been developed to improve rural logistics, with 29 new cooperation routes and 41 new stations planned for 2025 [15] - The establishment of the first fourth-generation NIO battery swap station in the city supports the development of a comprehensive electric vehicle charging network [15]

来源：新民晚报 近日，有网友发文称 乘坐中国国航的航班 在登机前要现场称体重 引发热议 对此，2月6日，记者致电中国国际航空95583客服热线了解到，称体重是为了保证航班的业载重量保持 在限制范围之内，"飞机承重是有上限的，可能是担心这个问题"，对于旅客体重情况不记名，国航客服 人员表示，目前对旅客没有体重方面的限制。 对于登机前要现场称体重 有网友觉得内心别扭 也有网友表示支持 称体重对于飞机 应该是一件很重要的事 评论区中有网友表示，比较介意被他人看到自己的体重，能否选择不称重？对于称体重是否遵循自愿原 则，国航客服表示需查询后答复，发帖网友则回复称，"机场人员会询问，每个人都是自愿称重的，还 给了小礼物。" 据了解，航空公司定期采集旅客体重数据是国际通行做法。此前，新西兰航空、芬兰航空、大韩航空等 多家国际航司均进行过类似的体重调查工作。定期采集真实数据有助于更新这些标准平均值，确保飞行 安全计算的准确性，使航班业载控制更加科学合理。 公开资料显示，中国民航局目前批准航空公司使用"标准平均重量"体系，成人旅客标准体重参考值为73 公斤~75公斤。 "为了安全 支持航空公司这一工作" 新民晚报综合中国新闻 ...

Investment Rating - The report maintains a positive outlook on the transportation industry, particularly highlighting the potential for a "golden era" in aviation [1]. Core Insights - The report emphasizes India's potential reduction in oil imports from Russia, shifting towards sourcing from non-sanctioned countries like the US and Venezuela, which could impact shipping dynamics [3]. - The strengthening of the US dollar is expected to benefit the shipbuilding sector, with Q1 performance anticipated to improve [3]. - The report suggests that the aviation sector is poised for significant growth due to historical high passenger load factors and increasing international travel demand, despite supply constraints [3]. Summary by Sections Transportation Industry Performance - The transportation index increased by 1.90%, outperforming the Shanghai Composite Index by 3.23 percentage points [4]. - The aviation sector saw the highest increase at 8.15%, while the raw materials supply chain services experienced a decline of 2.10% [4]. Shipping and Freight Rates - The VLCC average freight rate rose slightly by 2% to $124,743 per day, with Middle East to Far East rates remaining stable at $134,282 per day [3]. - The report notes fluctuations in various shipping rates, with Suezmax rates declining by 3% to $94,768 per day and Aframax rates down by 7% to $91,146 per day [3]. Aviation Sector - The report highlights the unprecedented challenges in the aircraft manufacturing supply chain and the aging fleet, which is expected to constrain supply [3]. - It predicts a significant improvement in airline profitability as more capacity is allocated to international routes, marking a turning point for the industry [3]. Express Delivery and Logistics - The express delivery sector faces uncertainties in demand and regulatory policies, but leading companies like ZTO Express and YTO Express are expected to gain market share [3]. - SF Express is noted for its structural adjustments and potential bottoming opportunities [3]. Rail and Road Transport - Rail freight volumes and highway truck traffic are showing resilience, with national rail freight reaching 76.1 million tons, a 2.27% increase week-on-week [3]. - The report identifies two main investment themes in the highway sector: high dividend stocks and undervalued stocks with potential for market capitalization management [3].

Group 1 - The core viewpoint is that the surge in passenger and cargo traffic at Hainan's airports reflects the strong potential and momentum of the Hainan Free Trade Port's tourism consumption market [1][2][3] - On February 6, Haikou Meilan International Airport recorded over 100,000 passengers in a single day, while on February 5, it achieved a cargo throughput of 1,192 tons, and Sanya Phoenix International Airport reached a cargo volume of 690 tons, both setting historical highs [1] - The increase in passenger and cargo flow is attributed to the successful implementation of "zero tariffs" and other preferential policies following the full island closure operation of the Hainan Free Trade Port on December 18 [2] Group 2 - The dual surge in passenger and cargo traffic indicates the continuous enhancement of Hainan's open capabilities, with the airports optimizing flight routes and resource allocation to meet market demand [2] - Hainan's airports have introduced various service measures to ensure efficient handling of the increased traffic, including a 24-hour service hotline and special care for travelers, which helps convert traffic into economic growth [2] - The robust airport data highlights the depth and breadth of the Hainan Free Trade Port's openness, with expectations for sustained development momentum as the region capitalizes on this wave of growth [3]

当前航空货运市场进入旺季，叠加三亚⇌米兰全货机跨境电商业务的持续发力，市场货运需求显著 增长。面对业务高峰，凤凰机场主动加强与航空公司、寄递企业、货运代理等多方协同，科学统筹航班 腹舱与全货机航线资源，实现运力高效调配。 为提升整体保障效率，三亚机场持续优化货物分拣、机坪装卸、仓储转运等关键环节，通过增设保 障设施、升级作业设备、充实一线人员等措施，全面提升货邮处理能力。三亚机场党委和货运党支部组 建的"党员先锋队"将在春节期间分批下沉一线支援保障，将党建引领贯穿货运安全、服务提升、生产运 输全过程，为货运高峰保障提供坚实支撑。（记者 邓海宁 李艳玫） 春运以来，客流热度持续升温，2月6日，海口美兰机场单日客流量突破10万人次。客运市场持续火 热的同时，货运市场也马力全开，2月5日，美兰机场货邮吞吐量1192吨，三亚凤凰机场货邮吞吐量690 吨，均创下单日货邮量历史新高。 据了解，春运美兰机场客流高峰预计出现在2月23日（正月初七），单日运送旅客有望超过12万人 次。为进一步释放旅客的出行需求，美兰机场春运期间联合国航、东航、南航、海航等13家航司，在海 口往返北京、上海、西安等多个热门城市的航线上增加183 ...

Investment Rating - The report maintains a "Strong Buy" rating for Huaxia Airlines (002928) [1] Core Insights - Huaxia Airlines is positioned as a leader in the regional aviation market, focusing on the "downstream market" that serves over 1 billion people, indicating significant growth potential [6][7] - The company has a unique business model that combines local government procurement with central subsidies for regional airlines, enhancing its competitive edge [6][8] - The report highlights the increasing government subsidies for regional airlines, which have significantly boosted the company's other income [8][9] Financial Performance - Total revenue projections for Huaxia Airlines are as follows: - 2024: 6,696 million - 2025: 7,548 million - 2026: 8,394 million - 2027: 9,439 million - Year-on-year growth rates for total revenue are projected at 30.0% for 2024, 12.7% for 2025, 11.2% for 2026, and 12.4% for 2027 [2] - Net profit attributable to shareholders is forecasted to be: - 2024: 268 million - 2025: 591 million - 2026: 911 million - 2027: 1,214 million - The net profit growth rates are projected at 127.8% for 2024, 120.6% for 2025, 54.2% for 2026, and 33.3% for 2027 [2] Market Analysis - The regional aviation market is characterized by a significant disparity in airport passenger throughput, with a "80/20" distribution where a small number of airports handle the majority of traffic [6][16] - The report emphasizes the potential for regional aviation to grow 2-5 times in the long term, driven by increasing demand and government support [6][7][37] Competitive Position - Huaxia Airlines is the only independent airline in China that has consistently focused on regional aviation since its establishment in 2006, covering nearly half of the domestic regional flight points [6][9] - The company has a fleet of 80 aircraft, with over 60% being regional models, showcasing its commitment to this market segment [25][27] Investment Recommendations - The report suggests that Huaxia Airlines has substantial growth potential in the regional market, with a target price of 17.1 yuan, representing a 47% upside from the current price of 11.60 yuan [2][9]