Core Insights - Hainan Free Trade Port officially launched its full island closure, allowing Hainan Airlines to benefit from "zero tariff" policies on imported transportation tools, potentially saving over 16 million yuan in tariffs during the lease period [1] Group 1: Hainan Airlines Developments - Hainan Airlines has imported an A321neo and a new Airbus A330 wide-body aircraft this year, leveraging the zero tariff policy to reduce operational costs and enhance profitability [1] - Since December 1, 2020, Hainan Airlines has completed the first zero-tariff import declaration for raw materials, accumulating 20 batches of aviation materials worth approximately 350 million yuan, resulting in over 50 million yuan in tax savings [1] Group 2: Genaiss Aviation Engine Maintenance - Genaiss Aviation Engine Maintenance Company has utilized the free trade port policies effectively, saving about 100 million yuan in taxes through the zero tariff policy on self-use equipment [1] - The company has simplified customs processes through an innovative "direct access to the zone" regulatory model, reducing costs and delivery times [1] - Genaiss completed its first engine test run in October, marking the start of GEnx-1B engine overhaul services, and is the only domestic company authorized by GE to perform such high-level maintenance, filling a gap in the domestic high-end aviation engine maintenance sector [2]

Core Viewpoint - The official launch of the Hainan Free Trade Port (FTP) has initiated a series of special policies, including "zero tariffs, low tax rates, and simplified tax systems," which are expected to accelerate the gathering of high-end processing manufacturing and international trade industries in Hainan, creating more opportunities for shipping and airline companies [3]. Group 1: Airline Developments - Hainan Airlines has launched new routes, including the "FTP Express" flight from Haikou to Shanghai and an international flight from London to Haikou, reflecting the airline's strategy to enhance connectivity between Hainan and major domestic and international hubs [5]. - Since November, Hainan Airlines has increased its international and regional flights by 78, including routes to London, Auckland, Sydney, Melbourne, and Moscow, as well as a route to Kuala Lumpur [5]. Group 2: Shipping Developments - COSCO Shipping has established 25 container shipping routes from Haikou and Yangpu, with 8 domestic routes connecting major coastal ports and 17 international routes reaching key regions in the Americas and Southeast Asia [5]. - The transshipment business at COSCO Shipping's operations in Hainan has seen explosive growth, with a 293% year-on-year increase in transshipment container volume at Yangpu International Container Terminal from January to November [6]. Group 3: Tax Benefits - COSCO Shipping has benefited from tax incentives, including a 15% corporate income tax rate, which has positively impacted the company's profits [8]. - Hainan Airlines has saved over 50 million yuan in taxes through the import of aircraft materials, and the introduction of new aircraft is expected to save up to 16 million yuan in tariffs during the lease period [8]. - The scope of tax incentives in the Hainan FTP is expanding, with zero-tariff items increasing to approximately 6,600, covering nearly all production equipment and raw materials, further reducing costs for companies [9].

Group 1: Core Insights - The Hainan Free Trade Port has officially launched its full island closure with the implementation of "zero tariffs, low tax rates, and simplified tax systems," benefiting shipping and aviation companies [1][5] - Companies like COSCO Shipping Group and Hainan Airlines are rapidly expanding their route networks in Hainan, taking advantage of the free trade port's policies [1][2] Group 2: Aviation Developments - Hainan Airlines has initiated new routes, including the "Free Trade Port Express" from Haikou to Shanghai and international flights from London to Haikou, reflecting the airline's strategy to enhance connectivity [2] - Since November, Hainan Airlines has added 78 international and regional flights, including routes to major cities like London, Auckland, Sydney, and Moscow [2] Group 3: Shipping Developments - COSCO Shipping has established 25 container shipping routes from key ports in Hainan, with 8 domestic routes and 17 international routes connecting to critical regions like the Americas and Southeast Asia [2] - The company has experienced a significant increase in transshipment business, with a 293% year-on-year growth in transshipment container volume at Yangpu International Container Terminal [3] Group 4: Tax Benefits - COSCO Shipping has benefited from tax incentives, reducing costs for ship and equipment procurement, with a 15% corporate income tax rate enhancing profitability [4] - Hainan Airlines has saved over 50 million yuan in taxes through the import of aircraft materials, with potential savings of up to 16 million yuan on new aircraft due to "zero tariffs" [4] - The implementation of broader tax incentives in the Hainan Free Trade Port is expected to lower costs further for companies importing production equipment and raw materials [5]

中国民航网 通讯员杨映娟 报道：12月18日，海南自贸港将正式启动全岛封关。当日清晨7时40分， 新海航海南航空一架"海南自由贸易港"主题涂装窄体客机从海口美兰国际机场腾空而起，执飞HU7119 海口—上海"自贸港快线"航班。 同日，另一架相同主题涂装的宽体客机执飞的HU7912航班将跨越重洋，从伦敦飞抵海口，以"双向奔 赴"的姿态见证自贸港拥抱世界的开放胸怀。 据悉，这两架"海南自由贸易港"主题涂装飞机将持续执飞海南进出港的国内外航线——宽体机重点布局 伦敦、悉尼等国际远程航线，窄体机深耕重庆、上海、西安等"自贸港快线"及"精品快线"，以"一宽一 窄"协同发力的模式，为自贸港建设注入航空动能。 这两架彩绘涂装飞机，机身涂装以海南自贸港LOGO主色调为基底，融入黎锦纹样的灵动线条，既端庄 大气又充满现代时尚感。机身上，"海南自由贸易港欢迎您"的中英文字样交相辉映，长征运载火箭、博 鳌乐城国际医疗旅游先行区的LOGO与海口世纪大桥、洋浦港、三亚国际免税城、椰风海浪三角梅等标 志性元素错落分布，勾勒出海南创新发展、生态宜居的现代化图景，向全球旅客发出自贸港的诚挚邀 约。 （海南航空供图） 为实现这一目标，海南航空 ...

据了解，空客天津总装线于2008年投入运营，是空中客车在欧洲以外的首条民用飞机生产线。截至目 前，这座设施已经顺利运营超过17年，成为中欧合作的成功典范。2025年10月，空客公司在中国天津启 用第二条A320系列飞机总装线，完善了空客全球由10条总装线组成的生产网络，其中4条位于德国汉 堡、2条位于法国图卢兹、2条位于美国莫比尔、2条位于中国天津。（编辑：许浩存 校对：陈虹莹 审 核：程凌） （空客供图） 空客全球执行副总裁、空客中国首席执行官徐岗表示："天津总装第800架飞机作为里程碑事件，彰显了 空客持续深化在华战略合作伙伴关系的决心，践行了空客40年来对中国的长期承诺。中国团队将继续致 力于支持空客全球到2027年实现月产75架A320系列飞机的产能提升目标。" 《中国民航报》、中国民航网 记者张人尹 报道：12月17日，空客公司交付了由空客天津A320系列飞机 总装线完成总装的第800架飞机。该架空客A321neo飞机由中国国际航空公司接收运营，配备CFM国际 公司Leap-1A发动机和空客"飞行空间"（Airspace）客舱，采用舒适的两级客舱布局，共设12个公务舱座 位和186个经济舱座位。 ...

大公司： 爱诗科技与阿里云达成全栈AI合作 36氪获悉，12月17日，爱诗科技与阿里云在北京阿里朝阳科技园正式签署全面合作协议。双方将围绕 AI全栈能力与全球化布局，在模型、算力、产品、生态和商业层面建立深度协同，共同打造AI视频生 成领域的先进实践。 腾讯大模型团队架构调整，前OpenAI研究员姚顺雨任要职 36氪独家获悉，腾讯近期完成了一次组织调整，正式新成立AI Infra部、AI Data部、数据计算平台部。 12月17日下午发布的内部公告中，腾讯表示，Vinces Yao将出任"CEO/总裁办公室"首席 AI 科学家，向 腾讯总裁刘炽平汇报；他同时兼任AI Infra部、大语言模型部负责人，向技术工程事业群总裁卢山汇 报。 据了解，Vinces Yao即为数月前入职腾讯的姚顺雨，曾任OpenAI研究员，是OpenAI首批智能体产 品Operator与Deep Research的核心贡献者。 SpaceX已通知员工进入IPO前的静默期 据报道，SpaceX已通知员工进入IPO前的静默期。 浙江省创新投资集团开启社会招聘 36氪获悉，浙江省创新投资集团开启社会招聘。据了解，本次招聘包括管理岗位和专业技术 ...

北京商报讯（记者 关子辰 牛清妍）12月17日，北京商报记者从空中客车公司获悉，空中客车当日交付 了由空客天津A320系列飞机总装线完成总装的第800架飞机。该架空客A321neo飞机由中国国际航空公 司接收运营，配备CFM国际公司Leap-1A发动机和空客"飞行空间"（Airspace）客舱，采用两级客舱布 局，共设12个公务舱座位和186个经济舱座位。 此前，空中客车于2025年10月在中国天津启用第二条A320系列飞机总装线，完善了空客全球由10条总 装线组成的生产网络，其中4条位于德国汉堡、2条位于法国图卢兹、2条位于美国莫比尔、2条位于中国 天津。 ...

（文章来源：央视新闻） 人民财讯12月17日电，12月17日，位于天津的空客A320系列飞机亚洲总装线，正式交付第800架在中国 完成总装的飞机，该架空客A321neo飞机由中国国际航空公司接收运营，共设12个公务舱座位和186个 经济舱座位。 ...

Core Insights - Cathay Pacific Group has officially received and launched a new Airbus A320neo full-flight simulator manufactured by CAE, enhancing its pilot training facilities and supporting fleet modernization and safety commitments [1][3] - The new simulator features CAE's advanced Prodigy visual system, significantly improving training efficiency and realism, addressing the growing demand for pilot training [1] - Cathay Pacific is implementing a comprehensive investment plan exceeding HKD 100 billion, which includes fleet renewal, cabin product upgrades, lounge renovations, and digital innovations, with orders for over 100 new aircraft [3] Group 1 - The new Airbus A320neo CAE 7000XR full-flight simulator will primarily be used to meet the increasing pilot training needs of Cathay Pacific Group [1] - Cathay Pacific has a long-standing partnership with CAE, focusing on safety and operations, and has continuously introduced CAE-manufactured training equipment at its Hong Kong training center [1] - The investment plan includes the acquisition of over 30 A320neo and A321neo aircraft, contributing to a fleet of more than 230 passenger and cargo aircraft [3] Group 2 - The ceremony for the simulator's unveiling was attended by key figures from Cathay Pacific and CAE, marking an important milestone in their collaboration [1] - Cathay Pacific currently operates 16 A321neo aircraft, while Hong Kong Express Airlines has a fleet of over 40 aircraft, all consisting of Airbus models [3] - The investment plan encompasses various areas, including fleet updates and digital innovations, indicating a strategic focus on modernization and enhanced customer experience [3]

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].