凤凰网财经讯 7月10日，美股三大指数走势分化，截至发稿，道指涨0.35%，纳指跌0.29%，标普500指 数跌0.03%。 中概股方面，蔚来涨超2%，知乎、小米、京东跌超1%。贝壳涨超4%。 全球要闻 特朗普宣布对八国关税税率 征巴西50%迄今最高！ 美国总统特朗普直接通知各国对等关税水平的第二波征税函来袭，覆盖八个国家，其中对巴西将征收的 关税为公布新对等关税以来最高水平。据央视新闻10日报道，当地时间7月9日，美国总统特朗普在社交 媒体平台"真实社交"上发布了致巴西有关加征关税的信函，表示美国将自2025年8月1日起对所有巴西产 品征收50%的关税。 特朗普对进口铜加征50%关税 外交部：滥施关税不符合任何一方利益 7月10日，外交部发言人毛宁主持例行记者会。法新社记者提问，美国总统特朗普昨天宣布将对进口的 铜征收50%的关税，理由是国家安全，请问中方对此有何评论？"这个问题我们立场非常明确。"毛宁强 调，我们一贯反对泛化国家安全概念，我们也始终认为关税战、贸易战没有赢家，滥施关税不符合任何 一方的利益。 特朗普威胁对进口药征收200%关税！留给企业至少一年"缓冲期" 美国总统特朗普在近日的一场内阁会议 ...

证券代码：000768 证券简称：中航西飞 中航西安飞机工业集团股份有限公司 投资者关系活动记录表 公司坚定科技自立自强之路，强化科技创新体系战略支撑 作用，积极开展基础应用研究、前沿技术研究，统筹推进创新 平台建设，积极参与重大科技项目，全面优化创新激励机制， 充分激发创新内生动力，精心营造科技创新氛围，数智航空能 力体系建设深入推进，创新投入持续加强，依托大飞机创新原 成功孵化省部级实验室，高等级科技奖励不断取得突破，持续 赋能航空武器装备研制，加速形成新质战斗力。 公司拥有诸多国家发明专利、实用新型专利，形成了以大 型飞机、中型运输机、轰炸机、特种飞机、大型部件为代表的 飞机数智化研制体系，即数字化设计、数字化制造的协同研制 能力，专业齐全、技术领先的军民机产品研发设计能力，在无 人机智能化、低成本等关键技术领域取得突破。 （二）先进的民用航空 编号：2025-006 | 投资者关系 | 特定对象调研分析师会议 | | --- | --- | | | □媒体采访□业绩说明会 | | 活动类别 | □新闻发布会□路演活动 | | | ☑现场参观 □其他（请文字说明其他活动内容） | | 活动参与人员 ...

Company Overview - Hite High-tech (002023) announced the sale of one B737-800 aircraft to three companies, with market prices ranging from $73 million to $104 million, and actual sale prices to be negotiated between parties [1] - The acquiring companies are Tianjin Jinrui Leasing, Tianjin Qingkong Shanyi Aircraft Leasing, and Tianjin Qingkong Shier Aircraft Leasing, all linked to Sichuan Energy Investment Group [1][2] - Sichuan Energy Investment Group has made significant investments in the aircraft leasing industry in recent years [1][2] Industry Insights - Sichuan Jinshi Leasing, a subsidiary of Sichuan Energy Investment Group, has been active in the aircraft leasing sector, completing multiple financing leasing projects since 2018 [2][3] - The demand for aircraft is expected to grow, with Boeing and Airbus predicting a need for over 42,000 commercial aircraft in the next 20 years [3] - Supply chain issues and labor shortages are limiting aircraft manufacturers' production capacity, leading to delivery delays and a projected delivery of only 1,254 aircraft in 2024, significantly lower than the peak of 1,813 in 2018 [3] - The aircraft leasing industry is experiencing a new opportunity due to supply-demand imbalances, resulting in rising aircraft values and rental prices [4][5] - The average age of the global commercial fleet is increasing, indicating strong demand for fleet renewal [4] - Bohai Leasing (000415), a leading player in the A-share aircraft leasing market, is projected to sell 55 aircraft in 2024, generating sales revenue of 12.7 billion yuan, a year-on-year increase of 61.08% [6]

Core Viewpoint - Hite High-tech announced the sale of three B737-800 aircraft assets, which will help optimize the company's asset-liability structure and improve operational efficiency [1] Group 1: Transaction Details - The sale involves three wholly-owned subsidiaries of Hite High-tech, which are Tianjin Huaxin No.1 Leasing Co., Tianjin Huaxin Shinian Leasing Co., and Tianjin Huaxin Jiutian Leasing Co. [1] - Each subsidiary is selling one B737-800 aircraft to different leasing companies, namely Tianjin Jinrui Leasing Co., Tianjin Qingkong Shan Yi Aircraft Leasing Co., and Tianjin Qingkong Shan Er Aircraft Leasing Co. [1] - The transaction price is based on market fair value, with the actual sale price ranging from $0.73 billion to $1.04 billion [1] Group 2: Financial Implications - Proceeds from the sale will be used for the company's daily operations [1] - The transaction aligns with the company's overall development strategy [1]

Core Points - The C919 aircraft, developed by China, has successfully completed its first commercial flight in Zhengzhou, marking a significant milestone for the aircraft and the airline industry in China [2][3] - China Southern Airlines (CSA) has initiated regular commercial operations of the C919 on the Zhengzhou-Guangzhou route, enhancing connectivity between Henan province and the Guangdong-Hong Kong-Macau Greater Bay Area [2] - The C919 has expanded its service network to over 16 cities in China, operating more than 20 commercial routes since its first commercial flight in May 2023 [3] Group 1 - The C919 aircraft successfully completed its first commercial flight from Guangzhou to Zhengzhou, carrying 154 passengers [2] - The Zhengzhou-Guangzhou route, known as the "Zheng-Guang Fast Line," will have an average of 10 flights daily, providing a convenient air passage for passengers [2] - Passengers expressed pride and satisfaction with the C919 experience, highlighting its smooth operation during the flight [2] Group 2 - CSA has conducted special assessments of Zhengzhou Airport's terrain, weather characteristics, and flight routes to ensure a smooth inaugural flight for the C919 [3] - The airline plans to continue enhancing its route network to support Zhengzhou's development as an international and modern transportation hub [3] - The C919 is China's first jetliner developed according to international airworthiness standards, showcasing the country's advancements in aviation technology [3]

中国东方航空股份有限公司 China Eastern Airlines Co., Ltd. 证券代码：600115 证券简称：中国东航 公告编号：临 2025-039 中国东方航空股份有限公司 2025 年 5 月运营数据公告 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。 一、运营情况 中国东方航空股份有限公司（以下简称"本公司"） 2025 年 5 月客运运力投入 （按可用座公里计）同比上升 9.27%；旅客周转量（按客运人公里计）同比上升 15.43%；客座率为 85.39%，同比上升 4.56 个百分点。2025 年 5 月货邮周转量 （按货邮载运吨公里计）同比上升 10.58%。2025 年 5 月，国内市场新开常州-湛 江、青岛-喀什航线；加密上海虹桥-烟台、上海浦东-济南、上海浦东-重庆、上海 浦东-丽江、北京大兴-深圳、北京大兴-广州、昆明-杭州等航线。国际市场加密上 海浦东-莫斯科、上海浦东-福冈、上海浦东-大阪、上海浦东-济州、昆明-胡志明 市等航线。 二、飞机机队 2025 年 5 月，本公司引进 4 ...

Company Announcements - Weir Shares will change its stock name to Haowei Group starting June 20, 2025, while the stock code "603501" remains unchanged [3] - Dafu Technology plans to transfer 27% of its subsidiary Peitian Intelligent Manufacturing's shares to Dayu Industrial Investment Group for approximately RMB 192.21 million, retaining a 63.49% stake post-transaction [4] - Aojing Medical announced the passing of its founder and actual controller, Cui Fuzhai, who held 4.62% of the company's shares directly and 0.26% indirectly; the company stated that his death will not impact operations [6] - Zhongji Oil and Gas confirmed normal operations and no undisclosed significant matters affecting stock fluctuations [7] Performance Metrics - China Eastern Airlines reported a 15.43% year-on-year increase in passenger turnover for May 2025, with a capacity increase of 9.27% and a seat occupancy rate of 85.39% [9] - China Coal Energy's coal sales in May 2025 were 21.79 million tons, a decrease of 4.9% year-on-year, while coal production increased by 1.9% to 11.90 million tons [10] - Shenzhen Airport recorded a passenger throughput of 5.54 million in May 2025, up 15.67% year-on-year, with a cumulative throughput of 27.41 million for the year [11] Major Contracts - Baina Qiancheng signed a proprietary licensing cooperation agreement with Mango Films, with a total contract value of RMB 372 million, representing 50.65% of the company's audited revenue for 2024 [15] - China Energy Construction won a bid for the Jiangyin Sulong Project with a contract value of approximately RMB 5.00508 billion, involving the construction of two 660MW coal-fired power units [16]

证券代码：000768 证券简称：中航西飞 中航西安飞机工业集团股份有限公司 投资者关系活动记录表 编号：2025-004 | | □特定对象调研 □分析师会议 | | | | --- | --- | --- | --- | | 投资者关系 | □媒体采访 业绩说明会 | | | | 活动类别 | □新闻发布会 □路演活动 | | | | | □现场参观 □其他（请文字说明其他活动内容） | | | | 活动参与人员 | 上市公司参与人员： | | | | | 董事长吴志鹏，董事、总经理韩小军，董事、总会计师董克功。 | | | | 时间 | 年 5 20 日 （星期二）15:00—17:00 | 2025 | 月 | | 地点 | 公司通过全景网"投资者关系互动平台"（https://ir.p5w.net） | | | | | 采用网络远程的方式召开业绩说明会。 | | | | | 1、请问公司怎么降低成本，增加毛利润？ | | | | | 公司在产品研制、经营管理方面着力改进，力求通过品牌塑造 | | | | | 提升产品溢价能力、多措并举推进提质增效等措施不断改善产品毛 | | | | | 利，提升经 ...

Core Points - Vietjet Aviation and Kazakhstan Airways announced a strategic partnership to establish Vietjet Qazaqstan, a new low-cost airline in Kazakhstan [1] - The partnership aims to enhance bilateral cooperation between Vietnam and Kazakhstan in aviation, economy, and culture [1] - The new airline will create a strategic network connecting Vietnam with Southeast Asia and major international airports [1] Group 1: Strategic Developments - Vietjet Aviation received an investment license from the Vietnamese Ministry of Finance for acquiring strategic shares in Kazakhstan Airways [1] - The establishment of Vietjet Qazaqstan marks Vietjet's official entry into the Kazakhstan market [1] - The new airline is expected to boost tourism, trade, and logistics, contributing to local economic revitalization and job creation [1] Group 2: Operational Plans - Vietjet Qazaqstan plans to introduce at least 20 Boeing B737 aircraft to expand its domestic and international route network [2] - The airline will implement advanced operational models, digital management systems, and talent development programs with the support of Vietjet [2] - A comprehensive technical support agreement has been signed with Boeing for the B737 aircraft, covering software, parts supply, pilot and engineer training, and aircraft maintenance and upgrades [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 2025-039 海南航空控股股份有限公司 2025 年 4 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 4 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 4 | 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 | 8071.61 | 0.94 | 35173.37 | 3.12 | | 地区 | 25.93 | 90.15 | 86.64 | 83.10 | | 国际 | 2248.72 | 64.46 | 8236.33 | 82.78 | | 合计 | 10346.26 | 10.33 | 43496.34 | 12.50 | | 收入吨公里（ ...