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 2025-118 海南航空控股股份有限公司 2025 年 11 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。 2025 年 11 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 2025 11 | 月 | 年累计 2025 | | | --- | --- | --- | --- | --- | | 数值 | | 同比变动（%） | 数值 | 同比变动（%） | | 收入客公里（RPK）（百万） | | | | | | 国内 | 7959.39 | 4.49 | 99347.66 | 2.73 | | 地区 | 18.54 | 2.03 | 264.42 | 29.52 | | 国际 | 2136.45 | 24.36 | 24326.49 | 43.08 | | 合计 | 10114.39 | 8.14 | 123938.57 | 8.80 | | 收入吨 ...

货运方面，2025年11月，货运运力投入（按可利用吨公里—货邮运计）同比上升11.61%；货邮周转量 （按收入吨公里—货邮运计）同比上升7.17%；货邮载运率为53.39%，同比下降2.21个百分点。 2025年11月，本集团引进7架飞机（包含5架A320NEO飞机和2架B737-8飞机）。截至2025年11月底，本 集团合计运营966架运输飞机。 格隆汇12月15日丨南方航空(600029.SH)公布，2025年11月，中国南方航空股份有限公司及所属子公司 （以下简称"本集团"）客运运力投入（按可利用座公里计）同比上升8.68%，其中国内、地区和国际分 别同比上升5.55%、9.75%和17.44%；旅客周转量（按收入客公里计）同比上升10.42%，其中国内、地 区和国际分别同比上升7.36%、12.38%和18.99%；客座率为86.29%，同比上升1.36个百分点，其中国 内、地区和国际分别同比上升1.46、1.85和1.12个百分点。 ...

格隆汇12月15日丨南方航空(600029.SH)公布，2025年11月，中国南方航空股份有限公司及所属子公司 （以下简称"本集团"）客运运力投入（按可利用座公里计）同比上升8.68%，其中国内、地区和国际分 别同比上升5.55%、9.75%和17.44%；旅客周转量（按收入客公里计）同比上升10.42%，其中国内、地 区和国际分别同比上升7.36%、12.38%和18.99%；客座率为86.29%，同比上升1.36个百分点，其中国 内、地区和国际分别同比上升1.46、1.85和1.12个百分点。 货运方面，2025年11月，货运运力投入（按可利用吨公里—货邮运计）同比上升11.61%；货邮周转量 （按收入吨公里—货邮运计）同比上升7.17%；货邮载运率为53.39%，同比下降2.21个百分点。 2025年11月，本集团引进7架飞机（包含5架A320NEO飞机和2架B737-8飞机）。截至2025年11月底，本 集团合计运营966架运输飞机。 ...

Core Insights - China Southern Airlines (600029) reported a 7.53% year-on-year increase in passenger capacity for October 2025, with domestic, regional, and international segments rising by 4.94%, 8.54%, and 15.29% respectively [1] - The passenger turnover increased by 8.83% year-on-year, with domestic, regional, and international segments growing by 6.78%, 8.48%, and 15.21% respectively [1] - The passenger load factor reached 87.89%, up by 1.05 percentage points year-on-year, with domestic load factor increasing by 1.54 percentage points, while regional and international segments saw slight declines of 0.05 and 0.06 percentage points respectively [1] Cargo Operations - In October 2025, cargo capacity (measured in available ton-kilometers) increased by 6.75% year-on-year [1] - Cargo turnover (measured in revenue ton-kilometers) rose by 8.06% year-on-year [1] - The cargo load factor was 52.48%, reflecting an increase of 0.64 percentage points year-on-year [1] Fleet Update - No new major routes were added in October 2025 [1] - The company introduced 4 new aircraft, including 2 A320NEO, 1 B737-8, and 1 C919, while retiring 1 A319 aircraft [1] - As of the end of October 2025, the total operational fleet consisted of 959 aircraft [1]

Core Viewpoint - China Southern Airlines reported an increase in passenger capacity and turnover for October 2025, indicating growth in both domestic and international markets [1] Passenger Operations - Passenger capacity (measured in available seat kilometers) increased by 7.53% year-on-year, with domestic, regional, and international segments rising by 4.94%, 8.54%, and 15.29% respectively [1] - Passenger turnover (measured in revenue passenger kilometers) rose by 8.83% year-on-year, with domestic, regional, and international segments increasing by 6.78%, 8.48%, and 15.21% respectively [1] - The passenger load factor was 87.89%, up by 1.05 percentage points year-on-year, with domestic load factor increasing by 1.54 percentage points, while regional and international segments saw slight declines of 0.05 and 0.06 percentage points respectively [1] Cargo Operations - Cargo capacity (measured in available ton kilometers) increased by 6.75% year-on-year [1] - Cargo turnover (measured in revenue ton kilometers) rose by 8.06% year-on-year [1] - The cargo load factor was 52.48%, up by 0.64 percentage points year-on-year [1] Fleet Update - No new major routes were added in October 2025 [1] - The company introduced 4 new aircraft, including 2 A320NEO, 1 B737-8, and 1 C919, while retiring 1 A319 aircraft [1] - As of the end of October 2025, the total operational fleet consisted of 959 aircraft [1]

Core Viewpoint - China Southern Airlines reported a year-on-year increase in passenger capacity and turnover for October 2025, indicating growth in both domestic and international markets [1] Passenger Operations - Passenger capacity (measured in available seat kilometers) increased by 7.53% year-on-year, with domestic, regional, and international segments rising by 4.94%, 8.54%, and 15.29% respectively [1] - Passenger turnover (measured in revenue passenger kilometers) rose by 8.83% year-on-year, with domestic, regional, and international segments increasing by 6.78%, 8.48%, and 15.21% respectively [1] - The passenger load factor was 87.89%, up by 1.05 percentage points year-on-year, with domestic load factor increasing by 1.54 percentage points, while regional and international segments saw slight declines of 0.05 and 0.06 percentage points respectively [1] Cargo Operations - Cargo capacity (measured in available ton kilometers) increased by 6.75% year-on-year [1] - Cargo turnover (measured in revenue ton kilometers) rose by 8.06% year-on-year [1] - The cargo load factor was 52.48%, up by 0.64 percentage points year-on-year [1] Fleet Update - In October 2025, the company introduced 4 new aircraft, including 2 A320NEO, 1 B737-8, and 1 C919, while retiring 1 A319 aircraft [1] - As of the end of October 2025, the total operational fleet consisted of 959 aircraft [1]

Core Viewpoint - China Southern Airlines reported a year-on-year increase in passenger capacity and turnover for October 2025, indicating growth in both domestic and international markets [1] Passenger Operations - Passenger capacity (measured in available seat kilometers) increased by 7.53% year-on-year, with domestic, regional, and international segments rising by 4.94%, 8.54%, and 15.29% respectively [1] - Passenger turnover (measured in revenue passenger kilometers) rose by 8.83% year-on-year, with domestic, regional, and international segments increasing by 6.78%, 8.48%, and 15.21% respectively [1] - The passenger load factor was 87.89%, up by 1.05 percentage points year-on-year, with domestic load factor increasing by 1.54 percentage points, while regional and international segments saw slight declines of 0.05 and 0.06 percentage points respectively [1] Cargo Operations - Cargo capacity (measured in available ton kilometers) increased by 6.75% year-on-year [1] - Cargo turnover (measured in revenue ton kilometers) rose by 8.06% year-on-year [1] - The cargo load factor was 52.48%, up by 0.64 percentage points year-on-year [1] Fleet Update - In October 2025, the company introduced 4 new aircraft, including 2 A320NEO, 1 B737-8, and 1 C919, while retiring 1 A319 aircraft [1] - As of the end of October 2025, the total operational fleet consisted of 959 aircraft [1]

Core Viewpoint - China Southern Airlines reported an increase in passenger capacity and turnover for September 2025, indicating growth in both domestic and international markets, while regional capacity saw a decline [1] Passenger Operations - The group's passenger capacity (measured in available seat kilometers) increased by 4.43% year-on-year, with domestic and international capacity rising by 3.16% and 8.42% respectively, while regional capacity decreased by 2.22% [1] - Passenger turnover (measured in revenue passenger kilometers) rose by 5.25% year-on-year, with domestic, regional, and international turnover increasing by 4.18%, 0.74%, and 8.61% respectively [1] - The passenger load factor was 86.30%, up by 0.67 percentage points year-on-year, with domestic, regional, and international load factors increasing by 0.85, 2.32, and 0.15 percentage points respectively [1] Cargo Operations - Cargo capacity (measured in available ton kilometers) increased by 0.78% year-on-year for September 2025 [1] - Cargo turnover (measured in revenue ton kilometers) rose by 1.91% year-on-year [1] - The cargo load factor was 53.16%, up by 0.59 percentage points year-on-year [1] Fleet Update - In September 2025, the group introduced 7 new aircraft, including 2 A321NEO, 1 A320NEO, 3 B737-8, and 1 C919, while retiring 3 aircraft, including 1 A319, 1 B737-700, and 1 EMB190 [1] - As of the end of September 2025, the group operated a total of 956 transport aircraft [1]

Core Viewpoint - China Southern Airlines reported an increase in passenger capacity and turnover for September 2025, indicating a positive growth trend in both domestic and international markets [1] Passenger Operations - Passenger capacity (measured in available seat kilometers) increased by 4.43% year-on-year, with domestic and international segments rising by 3.16% and 8.42% respectively, while regional capacity decreased by 2.22% [1] - Passenger turnover (measured in revenue passenger kilometers) rose by 5.25% year-on-year, with domestic, regional, and international segments increasing by 4.18%, 0.74%, and 8.61% respectively [1] - The passenger load factor was 86.30%, up by 0.67 percentage points year-on-year, with domestic, regional, and international load factors increasing by 0.85, 2.32, and 0.15 percentage points respectively [1] Cargo Operations - Cargo capacity (measured in available ton kilometers) increased by 0.78% year-on-year [1] - Cargo turnover (measured in revenue ton kilometers) rose by 1.91% year-on-year [1] - The cargo load factor was 53.16%, up by 0.59 percentage points year-on-year [1] Fleet Update - The company introduced 7 new aircraft in September 2025, including 2 A321NEO, 1 A320NEO, 3 B737-8, and 1 C919 aircraft, while retiring 3 aircraft [1] - As of the end of September 2025, the total operational fleet consisted of 956 aircraft [1]

Core Viewpoint - China Southern Airlines reported an increase in passenger capacity and turnover for September 2025, indicating growth in both domestic and international markets, while cargo capacity showed a modest rise [1] Passenger Operations - Passenger capacity (measured in available seat kilometers) increased by 4.43% year-on-year, with domestic and international capacity rising by 3.16% and 8.42% respectively, while regional capacity decreased by 2.22% [1] - Passenger turnover (measured in revenue passenger kilometers) rose by 5.25% year-on-year, with domestic, regional, and international turnover increasing by 4.18%, 0.74%, and 8.61% respectively [1] - The passenger load factor was 86.30%, up by 0.67 percentage points year-on-year, with domestic, regional, and international load factors increasing by 0.85, 2.32, and 0.15 percentage points respectively [1] Cargo Operations - Cargo capacity (measured in available ton kilometers) increased by 0.78% year-on-year [1] - Cargo turnover (measured in revenue ton kilometers) rose by 1.91% year-on-year [1] - The cargo load factor was 53.16%, up by 0.59 percentage points year-on-year [1] Fleet Update - In September 2025, the company introduced 7 new aircraft, including 2 A321NEO, 1 A320NEO, 3 B737-8, and 1 C919, while retiring 3 aircraft, including 1 A319, 1 B737-700, and 1 EMB190 [1] - As of the end of September 2025, the total operational fleet consisted of 956 aircraft [1]