-3131434-2789041-12.28 归属于上市公司股东的净-2285887-1805673-26.59利润 归属于上市公司股东的扣-2787012-2003580-39.10除非经常性损益的净利润 经营活动产生的现金流量1366667917831150-23.36净额加权平均净资产收益率 (%)-5.17-4.11减少1.06个百分点 基本每股收益（元／股）-0.13-0.11-18.1
会指定报纸上公开披露过的所有公司文目录三件的正本及公告的原稿四在香港联合交易所网站发布的2026年中期业绩公告 4第一章释义 在本报告书中，除非文义另有所指，下列词语具有如下含义： 运输能力可用吨公里指飞 1)(12.28) 归属于上市公司股东的（净亏损）/(2285887)(1805673)(26.59)净利润 归属于上市公司股东的扣除非经常(2787012)(2003580)(39.10) 性损益的（净
（二）按所有权归属分类: 1.归属于母公司股东的净亏损 (3,696) (1,533) 2.少数股东净利润 577 701 中国南方航空股份有限公司 合并利润表 (未经审计) (续)截至2026年6月3 0日止6个月期间(除特别注明外，金额单位为人民币百万元) 附注 截至6月30日止6个月期间 2026年 2025年 五、其他综合收益的税后净额 四(39) (78) (2) （一)归属于母公司股东的其他综
图解财报：南方航空上半年归母净利润-36.96亿元，上年同期-15.33亿元 2026年08月28日 18:49 来源： 东方财富C hoice数据 南方航空8月29日发布2026年中报显示，公司上半年实现营业收入946.79亿元 ，同比增长9.72%；归母净利润-36 .96亿元；扣非归母净利润-47.10亿元 。 文章来源：东方财富Choice数据
南方航空（600029）业绩报表 返回最新业绩公告 业绩报表明细 截止日期 每股收益 (元) 每股收益 （扣除） （元） 营业收入 净利润 每股 净资产 （元） 净资产 收益率 （%） 每股经营 现金流量 （元） 销售 毛利率 （%） 利润分配 股息率 （%） 公告日期 营业收入 （万元） 同比增长 （%） 季度环比 增长（%） 净利 36.61亿 -55.29亿 收入趋势（主营收入 元） 时间 2026 2025 2
证券代码:600115 公告编号:2026-029 中国东方航空股份有限公司 2026 年第一季度报告 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｡ 重要内容提示 公司董事会及董事､高级 4 利润总额 1,771 -1,108 不适用 归属于上市公司股东的净利润 1,633 -995 不适用 归属于上市公司股东的扣除非经常
30关于提名董事的公告 08/30海外监管公告 中国东方航空股份有限公司关于对东航集团财务有限责任公司2 告期\指标 基本每股收益 (元) 每股股息 (元) 净利润 (亿元) 营业收入 (亿元) 每股现金流 ( 证券交易所及中国香港联合交易所有限公司上市。 报告期业绩： 2026年上半年,集团收入为人民币742.3 生产经营展现韧性。公司坚持优航网,强枢纽,提收益,拓营收,建生态,强联动,积极应对高油价挑战:落实"三飞
海航控股(600221.SH)：2026年中报净利润为2.70亿元 2026年8月25日，海航控股(600221.SH)发布2026年中报，营业总收入为355.17亿元，同比较去年同期上涨7.36%，归母 净利润为2.70亿元，同比较去年同期上涨374.43%。 有连云 2026年08月25日 09:10 2026年8月25日，海航控股(600221.SH)发布2026年中报。 公司营业总收入为355.17
海航控股（600221）2026年中报财务分析：营收与利润显著增长但盈利质量承压 来源：证券之星AI财报 2026-08-26 06:09:23 近期海航控股（600221）发布2026年中报，证券之星财报模 型分析如下： 财务表现概览 海航控股（600221）2026年中报显示，公司营业总收入为355.17亿元 ，同比上升7.36%；归母净利润达2.7亿元，同比上升374.43%；扣非净利润为2920.7万元，同比
076.66亿元，比上年增长5.3%。 全年各种运输方式完成货物运输量158680.25万吨，比上年增长1.9%。对外旅客发送量22157.45万人次，比上年增长7.1%（见表9）。 全年完成港口货物吞吐量88538.18万吨，比上年增长2.5%；集装箱吞吐量5506.25万国际标准箱，增长6.9%。集装箱水水中转比例达53.0%；国际中转比例14.4%，比上年提高0.5个百分点。 上海浦东、虹桥
1.35亿人次、450万吨，上海机场2025年旅客吞吐量、货邮吞吐量再创历史新高 发布日期：2026-01-06 信息来源：市国资委 2025年，上海机场全年进出港航班量83.9万架次，同比增长4.5%。全年旅客吞吐量超过1.35亿人次，同比增长8.3%，其中，虹桥机场 年旅客吞吐量首次突破5千万人次，跻身全球“5000万级俱乐部”。浦东机场连续实现第26个安全年，虹桥机场连续实现第38个安全年。上海机场
1.35亿人次、450万吨！ 上海机场年旅客吞吐量、货邮吞吐量再创历史新高 发布时间：2026-01-05 2025年12月31日23时 59分50秒，随着HU7723航班降落浦东机场，上海机场圆满完成2025年运输保障任务。根据统计快报数据，2025年上海机场全年进出港航 班量83.9万架次，同比增长4.5%。全年旅客吞吐量超过1.35亿人次，同比增长8.3%，其中，虹桥机场年旅客吞吐量首次突破5千万人次，
上海机场 600009 23.93 0.28 1.18% 涨停：26.02 跌停：21.29 2026年 业务名称2020-09-30 2020-03-31 旅客吞吐量(人次) 995.70万807.74万 飞 机起降架次(架次) 9.60万7.30万 货邮吞吐量(吨) 93.20万74.39万 主营构成分析 营业 收入 营业成本 利润比例 2026-06-30 2026-06-30 2025-12-31 2025-0
海证券交易所 | 2026-08-18 00:00:00 证券代码：600004证券简称：白云机场公告编号：2026-038 广州白云国 际机场股份有限公司 2026年7月生产经营数据快报 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 责任。 白云机场2026年7月生产经营数据快报 起降架次（架次）旅客吞吐量（人次）货邮吞吐量（吨）项目本月数同比增长本月数同比增长本月数
白云机场 上海 600004 7.90 0.04 0.51% 2026-09-04 10:38:27 昨 收盘: 7.86 今开盘: 7.89 最高价: 7.90 最低价: 7.83 市值: 203.60亿元 1手 换手: 0.18% 白云机场(600004) 业绩预告 公告日期 2026-01-28 报告期 2 长，2025年实现飞机起降架次55.05万架次、旅客吞吐量8,358.77万人次、货邮吞吐量243.99
白云机场-600004-2026年半年报点评：Q2扣非净利2.4亿，同比减少18.1%，T3投用短期成本承压 2026-08-31 吴一 凡，吴晨玥，卢浩敏 公司公告2026年半年报： 财务数据： 1）26H1：营收40.60亿，同比+9.0%；归母净利4.27亿，同比-4 1）26H1：公司累计完成起降28.14万架次，同比+5.9%；旅客吞吐量4333.33万人次，同比+8.2%，其中国内旅客3349万人
深圳机场 深圳 000089 6.64 0.06 0.91% 2026-09-04 15:36:00 昨收盘: 6.58 今开盘: 6.57 最高价: 6.65 最低价: 6.56 市值: 136.17亿 元 流通: 136.17 成交: 128765手 换手: 0.63% 深圳机场(000089) 利润表 单位：万元 报表日期 2026-06-30 2026-03-31 2025-12-31 2025-0
深圳机场 深圳 000089 6.64 0.06 0.91% 2026-09-04 15:36:00 昨收盘: 6.58 今开盘: 6. 57 最高价: 6.65 最低价: 6.56 市值: 136.17亿元 流通: 136.17 成交: 128765手 换手: 0.63% 深圳机场(000089) 业绩预告 公告日期 2026-07-15 报告期 2026-06-30 类型 预增 业绩预告摘要 预计202
深圳机场发布2026年上半年业绩预告 净利润预计同比增长114.59%至146.61% 2026-07-14 19:02:02 来源：央 广财经 7月14日，深圳机场（000089.SZ）发布公告，预计2026年半年度归属于上市公司股东的净利润为6.70亿元至7.70亿元， 同比增长114.59%至146.61%。业绩变动主要系客货业务保持韧性，旅客吞吐量同比增长3.21%，以及非经常性损益增加所致。（央广财
厦门空港 上海 600897 15.51 0.03 0.19% 2026-09-07 10:17:46 昨收盘: 15.48 今开盘: 15.47 最高价: 15.61 最低价: 15.36 市值: 64 .67亿元 流通: 64.67 成交: 14295手 换手: 0.34% 厦门空港(600897) 利润表 单位：万元 报表日期 2026-06-30 2026-03-31 2025-12-31 2025
厦门空港(600897)前8月免税销售额破千万，上半年业绩公布 经观智讯2026-09-04 18:14 经济观察网 厦门空港（6008 97）披露前八月免税店销售数据及上半年业绩，免税销售额同比微增创历史新高 。 业绩经营情况 前8月机上免税店销售额1034万元，同比+0 .94%创历史新高，洲际航线表现突出 。但体量不大，对利润贡献有限，更多是信号意义——国际客流恢复趋势。 H1营收12.49亿元（-3.
.5亿元 同比下降10.79% 2026-08-26 17:49 星期三 财联社 财联社8月26日电，厦门空港(600897.SH)公告称，公司发布2026年半年度报告，实现营业收入12.49亿元，同比下 降3.75%；归属于上市公司股东的净利润2.5亿元，同比下降10.79%。
HK-Listed Travel Companies H1 2026: Divergence and Early Recovery Signals
Hangkong315 Research· 2026-09-09
Eleven HK-listed travel companies reported H1 2026 results: China Tourism Group Duty Free remains the revenue giant with a slight dip, hotels and OTAs lead growth, China Travel HK surges in profit — clear divergence across sub-sectors.
We compiled H1 2026 revenue and net profit for eleven HK-listed travel-related companies across duty-free, hotels, OTA, travel agencies and travel finance. On revenue, China Tourism Group Duty Free leads at RMB 27.655bn (-1.76% YoY), while Huazhu (RMB 13.117bn, +10.96%) and Tongcheng Travel (RMB 9.993bn, +10.50%) keep near-double-digit growth. On profit, China Travel HK surged +228.74% YoY and China Tourism Duty Free grew +19.49%, while Yinghai and Haitian turned to losses. (China Travel HK and Yinghai report in HKD, Haitian in USD; others in RMB.)
Revenue: Giant Dips Slightly, Hotels & OTA Lead
China Tourism Group Duty Free (01880.HK) leads at RMB 27.655bn but -1.76% YoY, reflecting mild pressure from per-ticket value and discounting. Huazhu-S (01179.HK) at RMB 13.117bn (+10.96%) and Tongcheng Travel (00780.HK) at RMB 9.993bn (+10.50%) show hotel chains and OTAs benefit most from the travel-demand recovery.
TravelSky (00696.HK), the civil-aviation IT and distribution infrastructure, posted RMB 4.112bn (+5.60%), tied to air-traffic recovery, GDS and smart-airport build-out; China Travel HK (00308.HK) at HKD 2.056bn (+13.00%) signals a clear rebound in scenic-spot and travel-agency business.
Profit: China Travel HK Surges, Tail Names Turn to Loss
On net profit, China Tourism Duty Free posted RMB 3.106bn (+19.49%) — revenue flat-to-down but profitability up, pointing to operating efficiency. Huazhu (RMB 2.394bn, +2.10%), Tongcheng (RMB 1.792bn, +14.60%) and TravelSky (RMB 1.543bn, +6.60%) grew steadily.
China Travel HK net profit of HKD 112m surged +228.74% YoY — the largest upside, helped by a low base and the recovery in border/scenic traffic. By contrast, Yinghai (08668.HK) turned to HKD -15m (-1413.20%), Haitian (01832.HK) to USD -8m (-14.38%), and Impression Da Hong Pao (02695.HK) fell -75.12%, highlighting earnings pressure on smaller, regional names.
Structural Take: Volume Recovery ≠ Price Recovery
Results show a clear K-shaped divergence: platform/chains driven by traffic volume and penetration (Tongcheng, Huazhu, TravelSky) keep growing, while names reliant on per-customer spend and consumption upgrade (some duty-free and regional scenic operators) are still bottoming.
What is worth tracking is how OTAs/platforms use AI and agents to lift conversion and cross-sell, how hotels gain efficiency via membership and digitization, and how civil-aviation IT benefits from smart-airport build-out — exactly the directions our Frontier section keeps following.
Key Takeaways
- Revenue: China Tourism Duty Free leads at RMB 27.655bn (-1.76%); Huazhu +10.96%, Tongcheng +10.50%, China Travel HK +13.00% lead, TravelSky +5.60%.
- Profit: China Travel HK +228.74% shows the biggest upside; China Tourism Duty Free +19.49%, Tongcheng +14.60%, TravelSky +6.60%, Huazhu +2.10%.
- Tail pressure: Yinghai -1413.20% and Haitian -14.38% turned to losses; Impression Da Hong Pao -75.12% — clear divergence for small/regional names.
- Structural signal: volume recovers faster than price; platforms/chains/civil-aviation IT benefit from traffic, while spend-reliant names are still bottoming.
- Currency note: China Travel HK and Yinghai report in HKD, Haitian in USD, others in RMB — compare across currencies with care.
Data are compiled from companies' H1 2026 reports and public disclosures; some figures are in HKD/USD — account for currency when comparing. For research reference only, not investment advice; rely on official exchange disclosures for decisions.
How AI Is Reshaping Aviation: Rebuilding the Value Chain from Tarmac to Passenger
Hangkong315 Research· 2026-09-09
Airports, airlines and tech platforms are moving LLMs, computer vision and predictive maintenance into every operational link — what does that mean for listed companies' cost structures and business models?
Over the past year, AI in aviation has moved from narrative to the financial statements. Our Frontier section has been tracking real AI deployments by airports, airlines and tech platforms. This report maps AI across six links of the travel value chain and connects them to the listed companies tracked on this page, offering verifiable vantage points rather than investment advice.
Airports: From Safety Floor to Smart Hub
Airports are the densest site of AI adoption. Guangzhou Baiyun achieved 96.1 points (No.1 nationwide) in the CAAC South-Central airport service quality evaluation thanks to smart security screening and full baggage tracking; its peak-hour security throughput improved ~40% with near-100% baggage tracking. These investments lower unit operating cost, lift on-time performance and lift non-aeronautical revenue — key drivers for airport operators like Shanghai Airport (600009) and Baiyun (600004).
AI 降低的是“每小时可处理旅客数”的单位成本，而机场商业(免税/零售)把省下来的边际能力转化为更高客单。
Airlines: Predictive Maintenance Makes Planned Downtime the Floor
GE Aerospace's GenAI maintenance assistant (built with Microsoft & Accenture) lets airlines and lessors search maintenance records in minutes instead of days/weeks, and flags failures before they happen using data from every flight of 44,000 in-service engines. For fleet operators such as Air China, China Southern and HNA, fleet utilization and maintenance capex are the most sensitive profit variables — that is where predictive maintenance earns its keep.
For airlines, AI's biggest lever is not customer service but engineering: every early warning that avoids AOG turns directly into dispatch reliability and revenue.
Tech Platforms: Agents in the Last Mile of Travel Commerce
TravelSky has had multiple airport AI applications selected as CAAC typical cases; airline service agents such as China Eastern's “DongDong” and Cathay Pacific's smart assistant are live across channels; OTA platforms are shipping travel-planning agents.
The shift from search to agency changes how ticketing, rebooking and itinerary planning are transacted. In distribution and OTA, whoever ships the most reliable, transaction-closing agent gains an edge at the traffic gateway.
Six Links of the Value Chain: An AI Adoption Map
Across the real cases on our Frontier page, six adoption links emerge: ①smart marketing & revenue management; ②airport digital customer service (e.g. Xiamen) and smart security; ③fleet operations & predictive maintenance (GE GenAI, MOT's AI+Transport scenarios); ④smart airport operations & security (airport brain, digital twin, perimeter AI); ⑤aviation AI ecosystem & IDP platforms (TravelSky, IBM, IDEMIA); ⑥leading travel intent agents (industry-first vertical travel LLM).
These six links map neatly onto the capex and capability boundaries of airlines, airports, and tech/platform issuers — a framework for telling “AI narrative” from “earnings delivery”.
Key Takeaways
- Real AI adoption in aviation now runs deep into engineering, security and revenue management — where value shows as lower unit cost, higher availability and stronger non-aero conversion.
- Airport stocks: smart operations reduce unit cost and amplify commercial retail. Airline stocks: predictive maintenance raises fleet availability and trims maintenance capex.
- The real edge belongs to agents that close transactions, not single conversational entry points — the long-term competitive axis for distribution, OTA and platforms.
- Every AI story should be judged against verifiable operating and financial metrics: screening throughput, on-time performance, fleet availability, non-aero revenue share, unit cost.
This analysis is compiled from public sources and cases tracked by this platform. For reference and education only — not investment advice. Refer to official exchange disclosures for listed-company information.
More Analysis
Earnings and research are AI-aggregated from public sources. Copyright belongs to original publishers. Data may be delayed; refer to official disclosures.