Company Movements - Microsoft plans to lay off approximately 9,000 employees, marking its largest round of layoffs since cutting 10,000 jobs in 2023, and this is the third round of layoffs in recent months [6] - Xiaomi Group's chairman Lei Jun announced the first delivery of Xiaomi YU7, which will begin on July 6 across 58 cities nationwide [6] - Huawei's Noah's Ark Lab released a statement clarifying that the Pangu Pro MoE open-source model is developed and trained on the Ascend hardware platform, not based on models from other vendors [6] - San Sheng Wisdom Education Technology Co., Ltd., which previously listed on A-shares, received a fine of 15 million yuan after its stock price plummeted by 46% during the delisting period [6] - A biopharmaceutical company, Hengrun Dabi, has submitted its application materials for listing on the Sci-Tech Innovation Board, adopting the fifth set of standards [6] Investment News - The CEO of Aberdeen Asset Management in Asia expressed anticipation for the further advancement of the Qualified Domestic Limited Partner (QDLP) policy, aiming to expand the scale of QDLP business, highlighting the attractiveness of valuations of many quality Chinese enterprises for long-term investment [4] - Shunde Rural Commercial Bank has withdrawn its IPO application, becoming the second small bank to do so this year, reflecting a slowdown in the IPO process for small banks in the A-share market [4] - As of July 4, a total of 44 brokerage firms recommended 279 A-shares as "golden stocks" for July, with a concentration in the electronics, machinery, and power equipment sectors [4] - Shenwan Hongyuan's fixed income report for July suggests that the revaluation of banks is not yet complete, and there is continued expectation for small-cap growth under liquidity and industry trends, indicating a potential for further prosperity in convertible bonds [4] Macro Economy - The China Logistics and Purchasing Federation reported that the price index for bulk commodities in June was 110.8 points, reflecting a month-on-month increase of 0.5%, indicating a stable and improving trend in the bulk commodity market [2]

据了解，上一次国内航线燃油附加费调整是在6月5日：800公里（含）以下航线每位旅客免收燃油附加 费，800公里以上航线每位旅客收取10元燃油附加费。这也是近一年时间，航线燃油附加费征收标准的 低点。 据央视新闻，日前，多家航空公司宣布自2025年7月5日（含）起上调国内航线燃油附加费，国内航 线旅客运输燃油附加费收取标准如下： 800公里（含）以下航线，每位成人旅客收取10元燃油附加费 800公里以上航线，每位成人旅客收取20元燃油附加费 ...

800公里（含） 以下 航线，每位成人旅客收取 10元 燃油附加费； 800公里以上 航线，每位成人旅客收取 20元 燃油附加费。 据了解，上一次国内航线燃油附加费调整是在6月5日：800公里（含）以下航线每位旅客免收燃油 附加费，800公里以上航线每位旅客收取10元燃油附加费。这也是近一年时间，航线燃油附加费征 收标准的低点。 需要注意的是，国内航线燃油附加费调整时间是出票时间， 这几天下单购买7月5日以后的机票，并 完成出票，依然可以享受到目前800公里及以下免收、800公里以上10元的燃油附加费标准 。 来源：央视新闻 从7月5日（出票日期）起，民航将调整国内航线旅客运输燃油附加费征收标准，相 较于此前标准分别上涨了10元 ↓↓ 调整后，国内所有航线燃油附加费收取标准为： ...

关注" 新华网财经 "视频号 更多财经资讯等你来看 往期推荐 事 关稳定币，京东再发声 华为首个！重磅发布！ 来源：第一财经 记者获悉，有国内航空公司刚刚发布通知，自2025年7月5日（含出票日期）起，国内航线旅客运输 燃油附加费上调10元。其中800公里（含）以下航线燃油附加费收取10元，800公里以上航线每位旅 客每航段收取20元燃油附加费。 上一次调整是2025年6月5日（出票日期）起，成人旅客：800公里以上航线每位旅客收取10元燃油 附加费，800公里(含)以下航线每位旅客免收燃油附加费。 ...

Group 1 - The National Healthcare Security Administration and the National Health Commission issued measures to support the high-quality development of innovative drugs, including their entry into the basic medical insurance drug list and the establishment of a commercial health insurance innovative drug list [1] Group 2 - The Caixin China Manufacturing Purchasing Managers' Index (PMI) for June recorded 50.4, an increase of 2.1 points from May, returning above the critical point [2] Group 3 - According to the National Film Administration, the box office for the first half of 2025 is projected to be 29.231 billion yuan, with 641 million viewers, representing year-on-year growth of 22.91% and 16.89% respectively, and domestic films accounting for 91.2% of the box office [3] Group 4 - The domestic fuel surcharge for air routes will increase by 10 yuan starting July 5 [4] Group 5 - As of the midday close, the Shanghai Composite Index rose by 0.21%, while the Shenzhen Component Index fell by 0.32%, and the ChiNext Index decreased by 0.58% [5]

Group 1 - The company announced a 5% reduction in the number of flights for narrow-body aircraft to "maintain operational stability" [1] - The company will temporarily suspend two daily international flights from India to Singapore [1] - A total of 19 domestic routes will also be temporarily halted, with these measures lasting until July 15 [1]

金十数据6月16日讯，从航旅纵横获悉，截至6月16日，暑运第一个月（7月1日-7月31日），国内航线机 票预订量超750万张；国内前往新疆的机票预订量超35万张，同比增长约11%；出入境机票预订量超380 万张，同比增长约8%。 暑运首月国内航线机票预订量已超750万张 ...

交通运输 | 证券研究报告 — 行业周报 2025 年 6 月 5 日 交通运输行业周报 SCFI 环比大涨 30.68% 创历史第二大单周涨幅， 国内航线旅客运输燃油附加费下调 航运方面， Seanergy 一季度收入和净利润同比下降， SCFI 环比大涨 30.68%创历史第二大单周涨幅；航空方面，国内航线旅客运输燃油附加费 下调，北京大兴机场口岸进出口规模累计破千亿元；安能物流一季度实现营 收 25.87 亿元，顺丰航空开通首条第五航权货运航线。 核心观点： ①Seanergy 一季度收入和净利润同比下降， SCFI 环比大涨 30.68%创 历史第二大单周涨幅。海岬型船东 Seanergy 在 2025 年一季度实现营业 收入 2420.6 万美元，同比减少 36.8%；实现息税折旧摊销前利润 （ EBITDA ） 659.0 万 美 元 ， 同 比 减 少 69.6% ； 实 现 调 整 后 的 EBITDA799.5 万美元，同比减少 65.5%；净利润及调整后净利润分别亏 损 682.9 万美元、548.6 万美元；船队日均 TCE 和单船日均 OPEX 分别 实现 13403 美元、6629 ...

今日看点 6月5日（含出票日期）起，国内航线旅客运输燃油附加费征收标准调整。其中800公里（含）以下航线免收燃油附加费，800公里以上航线每位旅客每航段收 取10元燃油附加费。 2、国新办将举行"深化提升'获得电力'服务水平 全面打造现代化用电营商环境"有关情况新闻发布会 6月5日，国新办将举行两场新闻发布会。上午10时，国家能源局副局长宋宏坤和国家电网、南方电网负责人介绍"深化提升'获得电力'服务水平 全面打造现 代化用电营商环境"有关情况，并答记者问。 下午3时，中央企业产业工人代表围绕"弘扬工匠精神 助力强国建设"与中外记者见面交流。 3、第四届北京航空安全国际论坛将举行 6月5日至6日，第四届北京航空安全国际论坛将举行，主题为"确保运行安全 提升运行效率"。论坛邀请国内外民航专家学者及行业精英，围绕论坛主题，共 商航空安全与协同发展的全球方案，为后疫情时代世界民航业复苏注入强劲动力。 4、26.46亿元市值限售股今日解禁 6月5日，共有12家公司限售股解禁，合计解禁量为6318.05万股，按最新收盘价计算，合计解禁市值为26.46亿元。 从解禁量来看，2家公司解禁股数超千万股。美丽生态、汇成真空、新威 ...

Group 1 - The core viewpoint is that the airline industry's operating profits are expected to improve due to falling oil prices and a stable recovery in demand, with a projected net profit margin of 3.7% in 2025, up from 3.4% in 2024 [1] Group 2 - Fuel costs are expected to decrease significantly, with the average fuel price projected at $86 per barrel in 2025, down from $99 per barrel in 2024. Total fuel costs are estimated at $236 billion, accounting for 25.8% of total operating costs, representing a 9.6% decrease from $261 billion in 2024 [3] - The decline in fuel prices is beneficial for airlines, as fuel costs constitute about one-third of total operating costs. For example, in 2024, the fuel costs for major Chinese airlines were approximately 53.72 billion yuan, 45.50 billion yuan, and 54.99 billion yuan, respectively, making up around 34.46% to 35.97% of their total costs. A 10% drop in fuel prices could potentially increase profits by about 5 billion yuan for these airlines [3] Group 3 - Airlines are enhancing operational efficiency by optimizing capacity deployment, improving marketing strategies, and increasing passenger load factors to boost unit revenue. The domestic fuel surcharge mechanism also helps mitigate fuel price volatility risks [4] - The domestic airline industry's passenger load factor reached a recent high in 2024, with major airlines reporting load factors of approximately 85.37% to 85.58%, reflecting an increase of 2.5 to 4.4 percentage points year-on-year. The overall load factor for the domestic aviation sector reached 83.3%, a 5.4 percentage point increase compared to previous years [4]