2025年11月，公司引进5架飞机，包括2架A321NEO、2架C919、1架C909，退出2架客机，包括1架 A320、1架B737-800。截至2025年11月末，公司合计运营825架飞机。 2025年11月，公司国内、国际地区市场的主要新开、复航、加密航线情况如下：国内市场：新开贵阳- 揭阳潮汕、南昌-扬州、宁波-西双版纳等航线;复航上海浦东-杭州、合肥-大同、合肥-沈阳、宁波-长白 山等航线;加密北京大兴-哈尔滨、北京大兴-西双版纳、昆明-重庆、天津-兰州、南京-揭阳潮汕等航线。 国际地区市场：新开北京大兴-马斯喀特等航线;复航上海浦东-新德里等航线;加密上海浦东-墨尔本、上 海浦东-普吉、上海浦东-布里斯班、南京-中国香港、昆明-万象、昆明-曼德勒等航线。 智通财经APP讯，中国东方航空股份(00670)发布公告，公司2025年11月客运运力投入(按可用座公里计) 同比上升6.51%;旅客周转量(按客运人公里计)同比上升10.35%;客座率为87.37%，同比上升3.04个百分 点。2025年11月货邮周转量(按货邮载运吨公里计)同比上升13.30%。 ...

2025年11月，本公司引进5架飞机，包括2架A321NEO、2架C919、1架C909，退出2架客机，包括1架 A320、1架B737-800。截至2025年11月末，本公司合计运营825架飞机。 格隆汇12月15日丨中国东航(600115.SH)公布，公司2025年11月客运运力投入（按可用座公里计）同比 上升6.51%；旅客周转量（按客运人公里计）同比上升10.35%；客座率为87.37%，同比上升3.04个百分 点。2025年11月货邮周转量（按货邮载运吨公里计）同比上升13.30%。 ...

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 2025-088 海南航空控股股份有限公司 2025 年 8 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 8 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 8 | 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 | 11105.67 | -0.10 | 73361.61 | 2.40 | | 地区 | 30.63 | 13.04 | 200.06 | 44.86 | | 国际 | 2485.96 | 19.78 | 17460.73 | 51.72 | | 合计 | 13622.27 | 3.05 | 91022.40 | 9.28 | | 收入吨公 ...

Core Viewpoint - Bohai Leasing reported significant revenue growth in the first half of 2025, driven by increased aircraft sales and leasing income, despite a one-time impairment loss from the sale of its container leasing subsidiary [1][2]. Financial Performance - The company achieved operating revenue of 28.46 billion yuan, a year-on-year increase of 75.91% [1]. - The net profit attributable to shareholders was -2.02 billion yuan, but adjusted for the impairment, the net profit was 1.27 billion yuan, reflecting a growth of 77.27% [1]. Business Operations - The increase in revenue was attributed to strong global air passenger demand and limited production capacity from aircraft manufacturers, maintaining high market values, leasing rates, and renewal rates [1]. - Bohai Leasing completed the 100% equity transfer of CAL and optimized its fleet structure through aircraft asset sales, enhancing the average yield of its existing fleet [1]. Debt and Asset Management - To optimize its debt structure, Bohai Leasing's subsidiary Global Sea Containers Two Limited signed an agreement to sell its container leasing subsidiary GSCL, resulting in an impairment loss of approximately 3.29 billion yuan [2]. - The proceeds from the sale are intended to repay high-interest foreign dollar debts and improve domestic cash flow and business recovery [2]. Expansion and Competitive Position - Bohai Leasing is expanding its aircraft leasing business, with its subsidiary Avolon signing a purchase agreement for 75 A321NEO and 15 A330NEO aircraft, expected to be delivered by the end of 2033 [3]. - Avolon is now the company with the largest number of aircraft orders globally, enhancing the company's bargaining power and reducing acquisition costs [3]. Credit Ratings - In the first half of 2025, credit ratings for Avolon were upgraded by Fitch and Moody's, with Fitch raising the rating from "BBB-" to "BBB" and Moody's from "Baa3" to "Baa2," both with stable outlooks [3]. Fleet Overview - As of June 30, 2025, Bohai Leasing's fleet comprised 1,105 aircraft, including 663 owned and managed aircraft and 442 on order, primarily consisting of Airbus A320 and Boeing 737 models, with an average age of 6.6 years [4].

Core Viewpoint - Bohai Leasing's subsidiary Avolon has signed a contract with Airbus to purchase 15 A330NEO and 75 A321NEO aircraft, with potential additional purchases bringing the total to 100 A321NEO and 30 A330NEO, valued at approximately $21.842 billion based on 2018 list prices [1][2] Group 1: Aircraft Purchase Details - The aircraft procurement includes 15 A330NEO and 75 A321NEO, with an option to purchase an additional 25 A321NEO [1] - If all options are exercised, the total procurement could reach 100 A321NEO and 30 A330NEO, with a total value of about $21.842 billion [1] - The actual purchase price will be lower than the list price due to discounts, which is standard in the global aviation industry [1] Group 2: Financial and Operational Capacity - Avolon expects to fund the aircraft purchases through its own funds, self-raised funds, and future operating cash flow [1] - As of the end of Q2 2025, Avolon has $8.8 billion in non-restricted cash, aircraft sale contracts, and available loan capacity, indicating strong liquidity [1] Group 3: Fleet Composition and Strategy - Avolon's fleet consists of 1,076 aircraft, including 599 owned, 35 managed, and 442 on order, with a nearly 100% utilization rate [2] - The introduction of new aircraft is expected to enhance the technological advancement and market competitiveness of Avolon's fleet [2] - Avolon is simultaneously optimizing its existing assets by selling 13 aircraft for approximately $570 million, indicating a strategy of upgrading its fleet [2][3] Group 4: Aircraft Sale Details - The sale includes 10 narrow-body and 3 wide-body aircraft, with an average age of 10.1 years and an average remaining lease term of 5.8 years [3] - The transaction involves both direct ownership transfer and trust benefit rights transfer for the aircraft [3] - The sale of older CEO series aircraft contrasts with the procurement of new NEO series aircraft, reflecting a "replace old with new" fleet upgrade strategy [3]

Core Viewpoint - Bohai Leasing (000415.SZ) announced a revised aircraft procurement agreement with Airbus, involving the purchase of 15 A330NEO and 75 A321NEO aircraft, with options for additional purchases [1] Group 1: Aircraft Procurement Details - The agreement includes the option for Avolon to purchase an additional 25 A321NEO aircraft and a purchase option for 15 A330NEO aircraft [1] - The aircraft are expected to be delivered gradually by the end of 2033 [1] Group 2: Financial Impact - The execution of this aircraft procurement contract is not expected to have a significant impact on the company's operating results for the current year [1] - The procurement is anticipated to have a positive impact on the company's future operating results [1] Group 3: Regulatory Aspects - The transaction does not constitute a related party transaction or a major asset restructuring and is subject to approval by the company's shareholders [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 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 | | ...