A321NEO飞机

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多国航司都来海南修飞机
21世纪经济报道· 2025-09-24 15:12
Core Viewpoint - Hainan's strategic geographical location and the upcoming operation of the Hainan Free Trade Port (FTP) are expected to significantly boost the development of the aircraft maintenance industry, leveraging policy advantages and global networks to attract international clients [1][4]. Group 1: Hainan's Strategic Advantages - Hainan can cover 21 countries and regions in Asia within a 4-hour flight and 59 countries globally within an 8-hour flight, reaching 67% of the world's population and 41% of global GDP [1]. - The Hainan FTP is positioned as a key hub for the "Belt and Road" initiative and the new western land-sea corridor, enhancing its attractiveness for international aviation services [6]. Group 2: Company Developments - Haikou Guinness Aviation Engine Maintenance Co., Ltd. is the only domestic company authorized by GE for GEnx-1B engine maintenance, filling a gap in high-end aviation engine repair in China [2]. - As of October 2023, Haikou Guinness has completed maintenance on 26 engines and delivered 17, with a projected annual maintenance capacity of 60 engines and an expected annual output exceeding 3 billion yuan [2]. Group 3: Policy Benefits - The company has saved approximately 100 million yuan in taxes through the zero-tariff policy on self-use equipment imports and streamlined customs processes [4]. - Hainan Airlines has imported aviation materials worth about 350 million yuan since 2020, saving over 50 million yuan in taxes, which has improved operational efficiency and market competitiveness [4]. Group 4: Market Opportunities - The Hainan FTP's policies, such as exemption from guarantee deposits for inbound maintenance and allowing temporary inbound maintenance for domestic sales, have reduced costs and time for clients [6]. - The one-stop aircraft maintenance base has serviced over 2,300 aircraft and 270 complete aircraft paint jobs since its inception in 2022, indicating strong market demand and customer satisfaction [5][6]. Group 5: Future Prospects - With the official launch of the Hainan FTP, the demand for aircraft maintenance services is expected to increase due to more frequent global passenger and cargo flights [8]. - The local aviation maintenance companies plan to expand their client base in Southeast Asia, South Asia, Northeast Asia, Central Asia, and the Middle East, enhancing their service capabilities and completing the aviation maintenance industry chain [8].
中国南方航空股份8月旅客周转量同比上升5.97% 货邮周转量同比上升5.48%
Ge Long Hui· 2025-09-15 09:52
Core Insights - China Southern Airlines reported a 6.37% year-on-year increase in passenger capacity for August 2025, with domestic, regional, and international segments rising by 4.89%, 3.43%, and 11.35% respectively [1] - The passenger turnover increased by 5.97% year-on-year, with domestic, regional, and international segments growing by 4.93%, 6.04%, and 9.40% respectively [1] - The passenger load factor was 86.99%, a decrease of 0.32 percentage points year-on-year, with domestic and regional segments increasing by 0.04 and 2.07 percentage points, while international decreased by 1.52 percentage points [1] Passenger Operations - The group’s passenger capacity (measured in available seat kilometers) increased by 6.37% year-on-year [1] - The passenger turnover (measured in revenue passenger kilometers) rose by 5.97% year-on-year [1] - The passenger load factor stood at 86.99%, reflecting a slight decline [1] Cargo Operations - Cargo capacity (measured in available ton kilometers) increased by 0.90% year-on-year [1] - Cargo turnover (measured in revenue ton kilometers) rose by 5.48% year-on-year [1] - The cargo load factor was 50.83%, an increase of 2.21 percentage points year-on-year [1] Fleet Update - In August 2025, the group introduced 7 new aircraft, including 2 A321NEO, 2 A320NEO, 2 B737-8, and 1 B787-9 [1] - The group retired 5 aircraft, including 1 A319, 1 A321, 1 A330-200, and 2 B737-800 [1] - As of the end of August 2025, the group operated a total of 952 aircraft [1]
中国南方航空股份(01055)8月旅客周转量同比上升5.97%
智通财经网· 2025-09-15 09:40
智通财经APP讯,中国南方航空股份(01055)发布公告,2025年8月,集团客运运力投入(按可利用座公里 计)同比上升6.37%,其中国内、地区和国际分别同比上升4.89%、3.43%和11.35%;旅客周转量(按收入客 公里计)同比上升5.97%,其中国内、地区和国际分别同比上升4.93%、6.04%和9.40%;客座率为 86.99%,同比下降0.32个百分点,其中国内和地区分别同比上升0.04和2.07个百分点,国际同比下降 1.52 个百分点。 2025年8月,集团引进7架飞机(包含2架A321NEO飞机、2架A320NEO飞机、2架B737-8 飞机和1架B787- 9飞机),退出5架飞机(包含1架A319飞机、1架A321飞机、1架A330-200 飞机和2架B737-800飞机)。截至 2025年8月底,集团合计运营952架运输飞机。 2025年8月,集团无新增主要航线。 货运方面,2025年8月货运运力投入(按可利用吨公里—货邮运计)同比上升0.90%;货邮周转量(按收入吨 公里—货邮运计)同比上升5.48%;货邮载运率为50.83%,同比上升2.21 个百分点。 ...
南方航空(600029) - 南方航空2025年8月主要运营数据公告
2025-09-15 09:15
证券代码:600029 证券简称:南方航空 公告编号:临 2025-045 中国南方航空股份有限公司 2025 年 8 月主要运营数据公告 1 2025年8月,本集团引进7架飞机(包含2架A321NEO飞机、 2架A320NEO飞机、2架B737-8飞机和1架B787-9飞机),退出5 架飞机(包含1架A319飞机、1架A321飞机、1架A330-200飞机和 2架B737-800飞机)。截至2025年8月底,本集团合计运营952架 运输飞机,具体保有情况如下: | 机型 | 自行保有 | 融资租赁 | 经营租赁 | 小计 | | --- | --- | --- | --- | --- | | 空客 350 系列 | 6 | 14 | 0 | 20 | | 空客 330 系列 | 10 | 15 | 0 | 25 | | 空客 320 系列 | 151 | 102 | 142 | 395 | | 波音 787 系列 | 13 | 20 | 10 | 43 | | 波音 777 系列 | 18 | 16 | 0 | 34 | | 波音 737 系列 | 153 | 69 | 167 | 389 | | EMB1 ...
南方航空(600029.SH):8月客运运力投入同比上升6.37%
Ge Long Hui· 2025-09-15 09:04
Core Insights - China Southern Airlines reported a 6.37% year-on-year increase in passenger capacity for August 2025, with domestic, regional, and international segments rising by 4.89%, 3.43%, and 11.35% respectively [1] - The passenger turnover increased by 5.97% year-on-year, with domestic, regional, and international segments growing by 4.93%, 6.04%, and 9.40% respectively [1] - The overall passenger load factor was 86.99%, reflecting a decrease of 0.32 percentage points year-on-year, with domestic and regional segments increasing by 0.04 and 2.07 percentage points, while international load factor decreased by 1.52 percentage points [1] Cargo Operations - In August 2025, cargo capacity (measured in available ton-kilometers) increased by 0.90% year-on-year [1] - Cargo turnover (measured in revenue ton-kilometers) rose by 5.48% year-on-year [1] - The cargo load factor was 50.83%, showing an increase of 2.21 percentage points year-on-year [1] Fleet Update - The company introduced 7 new aircraft in August 2025, including 2 A321NEO, 2 A320NEO, 2 B737-8, and 1 B787-9 [1] - The company retired 5 aircraft, which included 1 A319, 1 A321, 1 A330-200, and 2 B737-800 [1] - As of the end of August 2025, the total operational fleet consisted of 952 aircraft [1]
飞机租赁业务优势凸显 渤海租赁上半年调整后净利润增长77%
Zhong Guo Min Hang Wang· 2025-08-30 08:23
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]. Group 1: Financial Performance - In the first half of 2025, Bohai Leasing 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 loss, the net profit was 1.27 billion yuan, reflecting a year-on-year growth of 77.27% [1]. - The average yield of the fleet improved, with the weighted average annualized rental rate of the Avolon fleet increasing by approximately 70 basis points compared to the same period last year [1]. Group 2: Strategic Transactions - To optimize its debt structure, Bohai Leasing's wholly-owned subsidiary signed an agreement to sell 100% of 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 dollar debts and improve cash flow, which is expected to enhance the company's operational capabilities and future profitability [2]. Group 3: Business Expansion - Bohai Leasing continues to expand its aircraft leasing business, with Avolon signing a procurement agreement with Airbus 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, which will enhance its bargaining power and reduce acquisition costs [3]. - Credit ratings for Avolon were upgraded by Fitch and Moody's, indicating improved financial stability and outlook [3]. Group 4: 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 [4]. - The average age of the fleet is 6.6 years, serving 142 airline customers across 60 countries, making it the second-largest aircraft leasing company by fleet size [4].
渤海租赁上半年调整后净利润同比增长77% 采购90架飞机持续扩大竞争优势
Zheng Quan Ri Bao Wang· 2025-08-30 04:42
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 an operating income 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 loss, the net profit was 1.27 billion yuan, reflecting a 77% year-on-year growth [1]. Business Operations - The increase in operating income was primarily due to strong global air passenger demand and limited aircraft manufacturing capacity, which kept aircraft market values, leasing rates, and renewal rates high [1]. - Bohai Leasing completed the 100% equity transfer of CAL and optimized its fleet structure through aircraft asset sales, leading to improved average yield levels [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 for a price below its net assets, resulting in an impairment loss of approximately 3.29 billion yuan [2]. - The proceeds from this transaction are intended to repay high-interest foreign dollar debts and improve domestic cash flow and business recovery [2]. Strategic Expansion - In July 2025, Bohai Leasing's subsidiary Avolon signed a procurement agreement with Airbus for 75 A321NEO and 15 A330NEO aircraft, with deliveries expected by the end of 2033 [3]. - Avolon is now the company with the largest number of aircraft orders globally, enhancing its bargaining power and reducing acquisition costs [3]. Market Position - As of June 30, 2025, Bohai Leasing's fleet comprised 1,105 aircraft, making it the second-largest aircraft leasing company globally by fleet size, serving 142 airline customers across 60 countries [4].
被俄罗斯扣押的飞机,后来命运如何?
Hu Xiu· 2025-08-19 07:54
8月11日晚,上市公司山河智能发表公告称,其全资子公司AVMAX租赁给俄罗斯航司并被扣押的三架飞机(dash-8)已获得投保的保险公司理赔,共获得 2296万美元的理赔款。 这次成功理赔让舆论场重新关注起了由于俄乌冲突爆发而被俄罗斯扣押的租赁飞机,有些人在追问被扣押飞机什么时候能归还,而另一部分人则把话题引 向了中俄关系与对俄罗斯的攻击。 在我看来,前者是有着朴素情感的群众,担心我们国家受损失。而后者嘛,怎么在与俄罗斯有关时就开始突击爱国了呢?真令人百思不得其解。 当然,自俄乌冲突爆发后俄罗斯将航司租赁的飞机全都国有化而拒不归还是客观事实,而几大航空租赁公司在过去三年半中想方设法解决被扣押飞机的问 题也是事实。那么事情到底如何呢?这里就给大家好好捋一捋。 一、俄罗斯为何扣押租赁飞机? 顾名思义,飞机租赁就是租赁公司将飞机租给航空公司供航空公司运营用。由于航空是个重资产的行业,而且飞机的价值往往以亿来计,因此一个航司想 要买飞机的话往往有着较大的资金压力。 | 飞机类型 | 序列号 | 承租方 | 合同开始日期 | 合同到期日期 | 租期 | | --- | --- | --- | --- | --- | -- ...
中国南方航空股份7月旅客周转量同比上升 7.29%
Zhi Tong Cai Jing· 2025-08-15 12:26
Core Insights - China Southern Airlines (600029) reported a 6.66% year-on-year increase in passenger capacity input (measured in available seat kilometers) for July 2025, with domestic, regional, and international segments increasing by 5.69%, 1.01%, and 9.97% respectively [1] - The passenger turnover (measured in revenue passenger kilometers) rose by 7.29% year-on-year, with domestic, regional, and international segments increasing by 6.54%, 2.97%, and 9.85% respectively [1] - The passenger load factor reached 84.38%, an increase of 0.50 percentage points year-on-year, with domestic and regional segments rising by 0.67 and 1.56 percentage points, while international load factor decreased by 0.09 percentage points [1] - In cargo operations, the cargo capacity input (measured in available ton kilometers) increased by 0.22% year-on-year, and the cargo turnover (measured in revenue ton kilometers) rose by 3.60% [1] - The cargo load factor was 50.89%, up by 1.66 percentage points year-on-year [1] - The company introduced 8 new aircraft in July 2025, including 2 A321NEO, 3 A320NEO, 2 B737-8, and 1 B787-9, while retiring 1 B737-700 aircraft, bringing the total operational fleet to 950 aircraft by the end of July 2025 [1]
中国南方航空股份(01055)7月旅客周转量同比上升 7.29%
智通财经网· 2025-08-15 10:21
Core Viewpoint - China Southern Airlines reported a year-on-year increase in passenger capacity and turnover for July 2025, indicating growth in both domestic and international markets [1] Passenger Operations - Passenger capacity (measured in available seat kilometers) increased by 6.66% year-on-year, with domestic, regional, and international segments rising by 5.69%, 1.01%, and 9.97% respectively [1] - Passenger turnover (measured in revenue passenger kilometers) rose by 7.29% year-on-year, with domestic, regional, and international segments increasing by 6.54%, 2.97%, and 9.85% respectively [1] - The passenger load factor was 84.38%, up by 0.50 percentage points year-on-year, with domestic and regional segments increasing by 0.67 and 1.56 percentage points, while international load factor decreased by 0.09 percentage points [1] Cargo Operations - Cargo capacity (measured in available ton kilometers) increased by 0.22% year-on-year [1] - Cargo turnover (measured in revenue ton kilometers) rose by 3.60% year-on-year [1] - The cargo load factor was 50.89%, up by 1.66 percentage points year-on-year [1] Fleet Update - In July 2025, the company introduced 8 new aircraft, including 2 A321NEO, 3 A320NEO, 2 B737-8, and 1 B787-9, while retiring 1 B737-700 [1] - As of the end of July 2025, the total operational fleet consisted of 950 aircraft [1]