The number of international and domestic flights in civil aviation fluctuates with the change of seasons, with industry insiders suggesting that there is uncertainty in the recovery of China-U.S. routes | Industry trends.
① Starting from March 30, civil aviation enters the summer and autumn flight seasons. Data from third-party platforms show that the planned number of flights and routes for domestic airlines in the new season have decreased year-on-year, while international and regional routes have seen a year-on-year increase; ② The recovery rate of USA routes remains low, only recovering to 23.1% of 2019 levels. Industry insiders say that the background of USA tariff policies may impact business exchanges between China and USA, thereby affecting the restoration of China-USA routes.
Multiple aircraft are swapped for lightweight seats. China Southern Airlines states, "This does not represent being cheap, nor does it represent low-end." | Directly addressing the Earnings Conference.
① The issue of cabin seat modifications has become a focal point of investor attention at today's China Southern Airlines Earnings Conference; ② The company stated that installing lightweight seats does not mean low cost, nor does it imply being low-end, and it is unrelated to the airline's positioning and ticket price levels.
Express News | Hong Kong stock aviation industry rose sharply at the beginning of trading, Air China Limited increased by over 5%, CHINA SOUTH AIR rose over 4%, and CHINA EAST AIR rose nearly 4%.
The State-owned Assets Supervision and Administration Commission of the State Council: unswervingly strengthen, optimize, and expand state-owned capital and state-owned enterprises.
The 2025 Issue 6 of the "Seeking Truth" magazine published a signed article by the Party Committee of the State-owned Assets Supervision and Administration Commission of the State Council titled "Unwaveringly Strengthening, Optimizing and Expanding State-owned Capital and State-owned Enterprises."
Daily Bulls and Bears | The Hang Seng Index night futures closed at 22,824 points, the latest bull-bear street ratio rose to 64:36; Air China Limited's January passenger data is optimistic! One call warrant rose by over 200%.
As of market close, the total market turnover was 356.031 billion Hong Kong dollars, with a total turnover of 20.304 billion Hong Kong dollars from all callable bull and bear certificates, accounting for 5.7% of the total market turnover. Among these, the proportion of long positions was 3.3% and the proportion of short positions was 2.4%. The net outflow of funds from all warrants was 0.186 billion Hong Kong dollars.
"A拆A" fails, China Southern Airlines plans to withdraw the listing application for the Logistics Main Board | Quick-read announcement
① China Southern Airlines announced that its subsidiary, China Southern Airlines Logistics, intends to withdraw its application for listing on the Main Board of the Shanghai Stock Exchange. ② The spinoff issue may have been "passively" shelved. Respondents stated that, against the backdrop of losses at the listed company, the China Securities Regulatory Commission does not allow profitable subsidiaries to go public separately.