南财智讯12月11日电，国货航在投资者关系活动中表示，公司已与空中客车公司签署6架A350F货机确 认订单，预计将于2029年至2031年期间陆续完成交付，另有4架A350F货机意向订单的购买权，行权最 晚期限为2026年底。此次采购旨在优化机队结构、补充长期运力，并构建大、中型货机协同的运力体 系。A350F货机具备较高的燃油效率以及良好的业载和航程性能，有助于提升公司长期经营的抗风险能 力。 ...

证券代码：001391 证券简称：国货航 中国国际货运航空股份有限公司 投资者关系活动记录表 编号：2025-012 投资者关系活动类别 ☑ 特定对象调研 □媒体采访 □新闻发布会 □现场参观 □分析师会议 □业绩说明会 □路演活动 □其他（请文字说明其他活动内容） 活动参与人员 中泰证券、上海证券、上海思晔投资管理有限公 司、深圳元泓投资管理有限公司、五矿证券、天弘 基金、富国基金、招商基金、易方达基金等机构 总 计 48 人 上市公司人员 董事会秘书：赵婧；证券事务代表：李林；以及相 关工作人员 时间 2025 年 12 月 9 日(周二) 9:00-10:00 地点 国货航综合办公楼 形式 线上电话调研 投资者关系活动主 要内容介绍 公司就投资者在本次现场调研中提出的问题进行了 回复： 问题一：请介绍国货航与空中客车公司签署 A350F 货机购置协议的具体情况，以及购置 A350F 机型有 何具体考虑？ 目前公司已与空客签署 6 架 A350F 货机确认订单， 预计将于 2029-2031 年期间陆续完成交付，另有 4 架 A350F 货机意向订单的购买权，行权最晚期限为 2026 年底。 | 国货航采 ...

Core Viewpoint - Etihad Airways has announced the addition of 32 Airbus wide-body aircraft through direct purchase and leasing, accelerating its fleet expansion [1] Group 1: Aircraft Orders - The agreement includes models such as A350-1000, A350F freighters, and A330-900, with deliveries scheduled to begin in 2027 [1] - Earlier this year, Etihad Airways announced the purchase of 28 Boeing wide-body aircraft, indicating a significant investment in fleet modernization [1] Group 2: Fleet Composition - With the new Airbus orders, Etihad Airways will operate the full range of Airbus wide-body models, including A380, A350 series (including freighter versions), and A330neo [1] Group 3: Company Background - Etihad Airways, established in 2003, is the national airline of the UAE, with a route network covering the Middle East, Europe, Asia, Africa, and North America [1]

Core Points - China International Cargo Airlines has signed a confirmation order for the purchase of 6 A350F freighters from Airbus, making it the first customer in mainland China to order the new A350F freighters [1] - As of October 2025, the A350 series has received a total of 1,445 orders from 63 customers globally, including 74 orders for the new A350F freighters from 12 customers [1]

Core Viewpoint - The company, China International Cargo Airlines, reported a 16.92% year-on-year increase in operating revenue for the first three quarters of 2025, amounting to 16.636 billion yuan, driven primarily by its main business operations [3]. Financial Performance - The company achieved operating revenue of 16.636 billion yuan in the first three quarters of 2025, reflecting a 16.92% increase compared to the same period last year [3]. - Main business revenue was 16.563 billion yuan, up 17.04% year-on-year, while other business revenue decreased by 5.47% to 0.73 billion yuan [3]. Board Meeting Decisions - The second board meeting of the company approved the third quarter report for 2025 with unanimous support from all 15 attending directors [10][11]. - The board also approved the establishment of a new branch in Chengdu, which will serve as a regional development hub [13]. - The board agreed to introduce six A350F cargo aircraft and secured an option for four additional aircraft, with the decision to allocate funds from the 2025 investment plan for this purpose [15][16]. Upcoming Shareholder Meeting - A fourth extraordinary shareholder meeting is scheduled for November 14, 2025, to discuss the approved proposals, including the aircraft purchase [20][33]. - The meeting will allow for both on-site and online voting, ensuring participation from all registered shareholders [35][40].

Group 1: Meituan's Health Initiative - Meituan has launched a "Health Double Eleven" campaign featuring special medical foods and health supplements, responding to a nearly 40% increase in related search volume on its platform [1] - The campaign includes products like Ejiao and bird's nest, along with special medical foods such as Ai Er Shu and Tai Min Shu, and offers significant discount coupons to users [1] - Users purchasing special medical foods can join a community for exclusive nutritionist consultations and additional discounts [1] Group 2: Qingdao Beer Financial Performance - Qingdao Beer reported a third-quarter net profit of 1.37 billion yuan, representing a year-on-year increase of 1.62% [2] - The company's revenue for the third quarter was 8.876 billion yuan, showing a slight decline of 0.17% compared to the previous year [2] Group 3: Changchun High-tech's Clinical Trial Approval - Changchun High-tech's subsidiary, GenSci, received approval for the clinical trial application of GenSci098 injection, which has potential for treating diffuse toxic goiter [3] - This approval is expected to facilitate the clinical development of the product for the target population [3] Group 4: Kingsoft Office Financial Performance - Kingsoft Office reported a third-quarter net profit of 431 million yuan, marking a year-on-year increase of 35.42% [4] - The company's revenue for the third quarter was 1.521 billion yuan, reflecting a growth of 25.33% year-on-year [4] Group 5: Foreign Exchange and Trade Statistics - In the first three quarters, China's foreign exchange receipts and payments reached 11.6 trillion USD, setting a record for the same period [5] - The foreign exchange market transaction volume is projected to grow by 37% in 2024 compared to 2020, with foreign exchange receipts increasing by 64% over the same period [5] Group 6: Three Squirrels Financial Performance - Three Squirrels reported a third-quarter net profit of 22.27 million yuan, which is a significant decline of 56.79% year-on-year [6] - The company's revenue for the third quarter was 2.281 billion yuan, showing an increase of 8.91% compared to the previous year [6] Group 7: Hengrui Medicine Financial Performance - Hengrui Medicine's third-quarter revenue was 7.427 billion yuan, reflecting a year-on-year growth of 12.72% [6] - The net profit for the third quarter was 1.301 billion yuan, which is a 9.53% increase year-on-year [6] Group 8: Anta Sports Retail Performance - Anta Sports reported low single-digit growth in retail sales for its Anta and FILA brands in the third quarter [9] - Other brands under the company achieved a significant retail sales growth of 45-50% year-on-year [9] Group 9: National Airlines Aircraft Purchase - National Airlines announced plans to purchase six A350F cargo aircraft from Airbus, with an option for four additional aircraft [10] - The total value of the aircraft, based on the January 2024 catalog price, is approximately 4.65 billion USD per unit, with potential discounts negotiated [10] Group 10: Investment and Financing Activities - Guoyi Quantum has completed a new round of strategic financing led by Hefei Xingtai Capital, aimed at enhancing its R&D capabilities in quantum computing and related fields [10] - Song Yang has replaced Shao Jingping as the head of JD Retail's marketing center, following Shao's departure for personal reasons [7] Group 11: New Product Launch by Meituan - Meituan's LongCat team has released and open-sourced the LongCat-Video video generation model, achieving state-of-the-art results in video generation tasks [10] - The model aims to enhance capabilities in various applications, including autonomous driving and interactive business scenarios [10] Group 12: Regulatory Changes in Foreign Investment - The China Securities Regulatory Commission has introduced a green channel and simplified processes for foreign institutional investors, including sovereign funds and pension funds [11]

Group 1: Company Performance - Meituan's special medical food activity section launched for Double Eleven, with a nearly 40% week-on-week increase in related search volume [1] - Qingdao Beer reported a third-quarter net profit of 1.37 billion, a year-on-year increase of 1.62%, with revenue of 8.876 billion, a slight decline of 0.17% [2] - Changchun High-tech's subsidiary received approval for clinical trials of GenSci098 injection, which has potential for treating diffuse toxic goiter [3] - Kingsoft Office reported a third-quarter net profit of 431 million, a year-on-year increase of 35.42%, with revenue of 1.521 billion, up 25.33% [4] - Anta Sports reported low single-digit growth in retail sales for Anta and FILA brands in the third quarter, while other brands saw a 45-50% increase [9] - Heng Rui Pharmaceutical reported a third-quarter net profit of 1.301 billion, a year-on-year increase of 9.53%, with revenue of 7.427 billion, up 12.72% [6] - Three Squirrels reported a third-quarter net profit of 22.27 million, a year-on-year decrease of 56.79%, with revenue of 2.281 billion, up 8.91% [5] - Kangtai Biological reported a third-quarter net profit of 11.62 million, a year-on-year decrease of 93.74%, with revenue of 671 million, down 17.74% [8] Group 2: Investment and Financing - Guoyi Quantum received strategic investment from Hefei Xingtai Capital, which will enhance its R&D capabilities in quantum computing and related fields [10] - Song Yang has replaced Shao Jingping as the head of JD Retail Platform Marketing Center due to personal reasons [7] - Song Yan Power completed nearly 300 million Pre-B round financing led by Fanggu Capital, with participation from several other investors [11] Group 3: Market Trends and Economic Indicators - China's foreign exchange revenue and expenditure scale reached 11.6 trillion in the first three quarters, a historical high, with a 37% increase in trading volume compared to 2020 [5] - The China Securities Regulatory Commission has implemented a green channel and simplified processes for foreign investment from sovereign funds, international organizations, and pension charitable funds [12] Group 4: New Products - Meituan LongCat-Video was officially released and open-sourced, achieving state-of-the-art performance in video generation tasks [11]

Core Viewpoint - The company plans to sign a purchase agreement with Airbus for six A350F freighters, with an additional four units as a letter of intent, indicating a significant investment in expanding its cargo fleet [1] Summary by Categories Purchase Agreement - The company intends to acquire six A350F freighters from Airbus, with a potential total of ten aircraft including four letters of intent [1] - The list price for the A350F aircraft is $465 million each as of January 2024 [1] Financial Implications - The total value of the ten A350F freighters, if all orders are confirmed, would be approximately $4.65 billion [1] - The company has negotiated a substantial price discount with Airbus, meaning the actual transaction value will be lower than the listed price [1]

Core Viewpoint - The company, Guohang (001391), plans to sign a purchase agreement with Airbus for six A350F freighter aircraft, with an additional four aircraft on a letter of intent, indicating a significant investment in expanding its cargo fleet [1] Summary by Categories Purchase Agreement - The company intends to acquire six A350F freighter aircraft from Airbus, with a total potential order value of approximately $4.65 billion per aircraft based on the January 2024 list price [1] - If both confirmed and intended orders are realized, the total value for ten A350F aircraft would be around $46.5 billion [1] Pricing and Negotiation - The company has negotiated a substantial price discount with Airbus, meaning the actual transaction price will be lower than the listed price [1]

Core Viewpoint - The company plans to sign a purchase agreement with Airbus for six A350F freighters and has four additional intention orders, indicating a significant investment in expanding its cargo fleet [1] Group 1: Purchase Agreement Details - The purchase agreement involves acquiring six A350F freighters, with a list price of $465 million per aircraft as of January 2024 [1] - If all confirmed and intention orders are realized, the total value for ten A350F freighters would be approximately $4.65 billion [1] - The actual transaction price will be lower than the aforementioned list price [1]