澳门航空股份有限公司(以下简称"澳门航空")近期刊登公告称，该航司的资本额增加至大约23.79亿澳门 元，已全数被认购并缴足。这也是近5年来澳门航空所获得的第二次注资。此次增资额度较澳门特区立 法会去年年底透露的增资方案显著增加。南都、N视频记者查询澳门特区政府最新数据发现，截至7月7 日，澳门航空资本额为23.79亿澳门元，其第一大股东中国国航（601111）的持股比例约为74.94%，第 二大股东澳门特区政府的持股比例约为24.08%。 时隔4年再度引进新飞机 与此同时，澳门航空的机队更新工作持续推进。南都、N视频记者获悉，近日澳门航空计划引进的第5 架空中客车A321neo飞机在位于德国的空客工厂亮相。该飞机计划命名为"镜海号"。这是自2021年7月 以来澳门航空再度引进新客机。 近几年来，澳门航空曾大幅更新机队，先后引入8架全新飞机，包括装备新一代发动机的空中客车窄体 客机，并逐步退役载客量较少的旧款客机。 不过，澳门航空新引进的飞机一度未能完全发挥运力。2023年，飞机发动机制造商普惠公司的发动机出 现"罕见制造缺陷"，事件波及全球多家使用了涉事发动机的航空公司，受影响的飞机需要陆续返回原厂 更新发 ...

第一财经每日早间精选热点新闻，点击「听新闻」，一键收听。 【今日推荐】 特朗普称与印尼达成协议，宣布对其征收19%关税 当地时间7月15日，美国总统特朗普在社交媒体平台上发文称，在与印尼总统普拉博沃会谈后，双方达 成一项重要协议。根据这项"具有里程碑意义的协议"，印尼"首次向美国开放整个市场"。根据协议，印 尼承诺购买价值150亿美元的美国能源产品、45亿美元的美国农产品以及50架波音飞机。美国牧场主、 农民和渔民将首次完全进入印尼市场。此外，印尼将对所有出口到美国的商品缴纳19%的关税，而美国 对印尼的出口则享受免关税和非关税壁垒待遇。如果有任何商品从关税较高的国家通过印尼转运，则该 关税将加到印尼支付的关税上。 韩国多地发出疟疾警报 15日，韩国京畿道向下辖的杨州市发出疟疾警报。此前，京畿道在本月1日和8日先后向坡州市、高阳市 和涟川郡发出了疟疾警报。截至本月14日，韩国境内已确诊266名疟疾患者，其中150名都居住在京畿 道。 长沙警方通报"男子砸记者采访设备" 7月15日晚，据岳麓公安公众号消息，湖南湘江新区公安局通报，7月15日上午11时28分，湘江新区公安 局110接到报警称，湖南丰旭线缆有限公司 ...

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 2025-058 临时公告 海南航空控股股份有限公司 2025 年 6 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 6 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 | 2025 年 6 | 月 | 2025 年累计 | | | --- | --- | --- | --- | --- | | 数值 | | 同比变动（%） | 数值 | 同比变动（%） | | 收入客公里（RPK）（百万） | | | | | | 国内 | 8296.26 | 2.25 | 51793.50 | 3.54 | | 地区 | 28.27 | 34.27 | 140.73 | 60.07 | | 国际 | 2146.86 | 34.53 | 12545.93 | 68.68 | | 合计 | 10471.39 | 7.62 | 64480.17 | 12.05 | | ...

据多家美国媒体近日报道，为规避美国特朗普政府的关税政策，美国达美航空公司在欧洲拆解了该公司 新购置的空客A321neo飞机，并将新飞机上拆下来的美国生产的发动机运回美国，安装在该公司的旧客 机上。连美国媒体都评价说，所谓保护美国企业的关税政策，却给美国企业造成了意想不到的麻烦，而 达美航空想到了一个非常聪明的办法，解决了公司遭遇的供应问题。 根据特朗普政府的关税政策，目前，欧洲制造的飞机进口到美国时需缴纳10%的关税。然而，拆下的发 动机是由普惠公司在美国本土制造的，将它们从欧洲运回美国无需支付关税。运回美国后，这些新发动 机将被安装在之前因发动机问题停飞的旧飞机上。 达美航空首席执行官埃德·巴斯蒂安明确表示，"我们不打算为交付的飞机支付关税"。 据了解，达美航空已经购买的这批空客A321neo客机，由于座椅规格尚未获得美国监管机构的批准，因 此暂时停放在欧洲，没能投入商业运营。将这批新客机的全新发动机拆卸并运回美国后，正好安装在旧 飞机上，不但能够维持达美航空空客机队的运营，还可以避免为接收空客新飞机支付额外关税。 达美航空透露，未来贸易形势发生变化时，而且客机座椅规格获得认证后，该公司或许会采取措施，把 ...

Core Viewpoint - Delta Air Lines is addressing aircraft shortages by dismantling engines from new Airbus jets in Europe and shipping them to the U.S. tax-free to reactivate grounded planes [1][3]. Group 1: Aircraft Shortage Solutions - Delta Air Lines has been removing engines from its new Airbus A321neo aircraft in Europe and shipping them to the U.S. to resolve aircraft shortages [1]. - The airline has grounded some older A320neo series planes due to issues with their original engines [1]. Group 2: Trade and Tariff Implications - The inability to import new aircraft is partly due to a 10% tariff on European-made planes, a consequence of trade tensions initiated by former President Trump [1]. - Delta's CEO Ed Bastian confirmed that the airline is transporting a "small number" of new engines and intends to continue this practice to avoid tariffs [3]. - Earlier this year, Delta Air Lines transported new Airbus long-haul aircraft via Japan to circumvent import costs [3].

Core Insights - Air Lease Corporation (AL) provided an update on its aircraft investments, sales, and financing activities for Q2 2025, highlighting a strong fleet growth and sales activity driving top-line growth [1][3]. Fleet and Aircraft Investments - As of June 30, 2025, Air Lease's fleet comprised 495 owned aircraft and 53 managed aircraft, with commitments to purchase 241 additional aircraft from Boeing and Airbus, scheduled for delivery through 2031 [1][6]. - In Q2 2025, AL delivered 12 new aircraft, including six Airbus A220s, one A321neo, two Boeing 737-8s, one Boeing 787-9, and two Boeing 787-10s, and sold four aircraft to third-party buyers [2][6]. - Total aircraft investments in Q2 2025 reached $890 million, primarily occurring in the latter half of the June quarter [2][6]. - AL gained $344 million from settlements with insurers related to claims on its former Russian fleet [2][6]. Financial Performance and Market Position - Air Lease's stock has performed well, gaining 32% over the past three months, outperforming the Zacks Transportation - Equipment and Leasing industry's increase of 21.6% [4]. - The company is expected to release its Q2 2025 earnings report on August 4, which is anticipated to reflect the positive trends in fleet growth and sales activity [3].

Core Insights - The 2025 summer transportation period will last from July 1 to August 31, totaling 62 days, with airlines actively preparing by increasing capacity and deploying multiple C919 aircraft to meet demand [1] - The number of available flights during the summer transportation period is expected to increase by approximately 7.3% year-on-year, with a projected total of 1.9597 million flights, although actual passenger flights are expected to grow by about 2.3% due to weather and cancellations [1] Group 1: Airline Operations - China Southern Airlines plans to operate over 3200 flights daily across 970 domestic and 260 international routes, with 5 C919 aircraft deployed on 13 routes [2] - China Eastern Airlines aims to execute over 1150 passenger routes with more than 3200 daily flights, including 11 C919 aircraft in commercial operation [2] - Hainan Airlines expects to operate approximately 53,000 flights, transporting nearly 9.06 million passengers, with a significant increase in international flights [3] Group 2: Route Adjustments - Airlines are strategically adjusting their route offerings, with China Southern Airlines opening new routes to popular tourist destinations and increasing flight frequencies [4] - 吉祥航空 is adding multiple cool destination routes and increasing flights to Japan and South Korea by over 19% [4] - Hainan Airlines is adjusting capacity based on passenger demand, focusing on popular international destinations as travel restrictions ease [5] Group 3: Market Trends - The expansion of China's visa-free travel and improved payment facilitation for foreigners is expected to boost inbound tourism, with cities like Manchester and Tokyo becoming popular destinations [5] - The international route structure is anticipated to continue evolving due to changes in international trade and tourism, with emerging markets becoming focal points for new route development [5]

Group 1 - The summer travel season is approaching, and Xiamen Airlines is enhancing passenger experience by coordinating six new Airbus A321neo aircraft for operations in Hangzhou [1] - The A321neo aircraft will operate on multiple routes from Hangzhou, including destinations such as Changchun, Harbin, Taiyuan, Hohhot, Wuhan, Xi'an, Guiyang, Chongqing, and Tianfu [1] - The new aircraft features eight business class seats and 200 economy class seats, with ergonomic design and increased cabin space, including a 60% increase in overhead luggage capacity compared to existing models [1] Group 2 - During the summer travel period, Xiamen Airlines Group is adding and increasing multiple domestic and international flights, expecting to transport 1.35 million passengers, with over 65 flights departing daily from Zhejiang [2] - The airline's capacity in Zhejiang can reach up to 46 aircraft, with 38 based in Hangzhou, and additional aircraft in Ningbo, Zhoushan, Quzhou, and Wenzhou [2] - From May 30 to August 31, Xiamen Airlines will increase the frequency of flights on the Hangzhou-Osaka route to 11 flights per week, enhancing travel options for passengers [2] Group 3 - New domestic flights will be added from July 1 to October 25, including daily flights from Hangzhou to Beihai, and additional flights to Hailar and Kunming [3] - A direct flight from Hangzhou to Xining will also be launched, with daily service, reflecting the airline's commitment to meet passenger demand and optimize route planning [3] - The new routes aim to provide more convenience and choices for travelers in Zhejiang during the summer travel season [3]

Group 1 - The civil aviation market is entering a peak season with the end of high school and middle school exams, as well as the upcoming summer vacation [1] - According to the report by Tongcheng Travel, the first wave of travel peak for the summer of 2025 is expected in early July, primarily driven by student travelers [1] - Ticket prices for long-distance destinations such as Kunming, Urumqi, and Xi'an have started to rise, with significant increases noted in ticket prices compared to mid-June [1] Group 2 - Airlines are responding to the increased demand by adding and enhancing flight schedules, with Xiamen Airlines introducing six new Airbus A321neo aircraft to improve passenger experience [2] - Xiamen Airlines has increased domestic flights from Hangzhou to various destinations, including Kunming and new routes to Xining, Dalian, and Qingdao [2] - An estimated 6 million passengers are expected to fly for the first time during this summer travel season, indicating a growing demand for hub airport services [2]

Core Insights - Airbus has dominated the Paris Air Show with nearly $21 billion in orders, significantly outpacing Boeing's 41 orders and Embraer's 15 orders [2][3] - Boeing's subdued presence is attributed to ongoing challenges, including the recent Air India crash and quality control issues, rather than a decline in demand [11][12][15] - The overall demand for new aircraft remains strong, driven by passenger demand and the need for airlines to renew aging fleets [10][13][16] Airbus Performance - Airbus secured 132 firm orders on Monday, including significant deals with AviLease, ANA, and LOT, and a 150-aircraft Memorandum of Understanding with VietJet Air [2][3] - The company is experiencing strong demand for wide-body aircraft, which are recovering more slowly than narrow-body models post-pandemic [15] Boeing's Situation - Boeing's quiet approach at the air show is a strategic decision amid a volatile geopolitical backdrop and recent crises, including the Air India disaster [11][12][15] - Despite fewer announcements, Boeing has a backlog of over 5,000 aircraft, indicating sustained demand in the long term [9][10] Industry Demand - The aircraft manufacturing industry is facing strong demand, with both Boeing and Airbus having backlogs that have remained stable for nearly a decade [9][10] - Stakeholders are cautious in the current environment, aware of the implications of any relaxation of safety standards following recent incidents [13][14] Market Context - The air show reflects a "muted" atmosphere in commercial aviation, with defense contracts gaining prominence due to geopolitical tensions [14] - Airlines are reassessing fleet strategies in light of recent crises, but strong profitability and travel demand growth suggest a continued appetite for new aircraft [16]