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北京优虎网络科技有限公司
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首旅酒店：2025年以来公司秉承“发展为先、产品为王、会员为本、经营至上”等核心战略
证券之星 · 10:03
首旅酒店：2025年以来公司秉承“发展为先、产品为王、会员为本、经营至上”等核心战略
海南高速(000886)7月31日股东户数7.41万户，较上期增加30.22%
证券之星 · 09:13
海南高速(000886)7月31日股东户数7.41万户，较上期增加30.22%
海南橡胶：子公司合盛农业连亏三年 17亿商誉未减值
21世纪经济报道 · 02:50
海南橡胶：子公司合盛农业连亏三年 17亿商誉未减值
巴黎奥运会概念盘中拉升，凯撒旅业涨2.89%
市场透视 · 01:48
巴黎奥运会概念盘中拉升，凯撒旅业涨2.89%
马彩概念盘中跳水，平潭发展跌1.01%
市场透视 · 01:45
马彩概念盘中跳水，平潭发展跌1.01%
油价相关概念盘中跳水，*ST新潮跌0.75%
市场透视 · 01:37
油价相关概念盘中跳水，*ST新潮跌0.75%
食品饮料行业酒类周报：酒企布局即时零售 加大新渠道拓展
平安证券 · 08-03 16:00
食品饮料行业酒类周报：酒企布局即时零售 加大新渠道拓展
每周股票复盘：海航控股（600221）再次延期回复上交所问询函
证券之星 · 08-02 22:54
每周股票复盘：海航控股（600221）再次延期回复上交所问询函
每周股票复盘：*ST椰岛（600238）股票交易异常波动且提供1000万元资产抵押担保
证券之星 · 08-02 18:07
每周股票复盘：*ST椰岛（600238）股票交易异常波动且提供1000万元资产抵押担保
海航控股获融资买入0.28亿元，近三日累计买入1.27亿元
金融界 · 08-02 00:02
海航控股获融资买入0.28亿元，近三日累计买入1.27亿元
中证文娱传媒指数上涨0.77%，前十大权重包含中国中免等
金融界 · 08-01
中证文娱传媒指数上涨0.77%，前十大权重包含中国中免等
AMAC租赁商务指数下跌0.22%，前十大权重包含中国中免等
金融界 · 08-01
AMAC租赁商务指数下跌0.22%，前十大权重包含中国中免等
海峡股份：广发证券、广发自营等多家机构于8月1日调研我司
证券之星 · 08-01
海峡股份：广发证券、广发自营等多家机构于8月1日调研我司
在线旅游概念盘中跳水，电广传媒跌0.91%
市场透视 · 08-01
在线旅游概念盘中跳水，电广传媒跌0.91%
中体产业下跌5.10% 业绩预亏叠加资金持续流出
智选洞察 · 08-01
中体产业下跌5.10% 业绩预亏叠加资金持续流出
海南高速：截至2025年7月18日股东总户数为56882户
证券之星 · 08-01
海南高速：截至2025年7月18日股东总户数为56882户
航空机场：航空反内卷 可以做什么？
天风证券 · 07-31
航空机场：航空反内卷 可以做什么？
海峡股份：目前除了公司“祥龙岛”轮经营西沙旅游航线外，三沙南海梦之旅邮轮有限公司旗下的“南海之梦”号亦在经营西沙旅游航线
证券之星 · 07-31
海峡股份：目前除了公司“祥龙岛”轮经营西沙旅游航线外，三沙南海梦之旅邮轮有限公司旗下的“南海之梦”号亦在经营西沙旅游航线
海航控股股价下跌3.9% 低价股中市净率超25倍
金融界 · 07-31
海航控股股价下跌3.9% 低价股中市净率超25倍
海德股份：截至2025年5月30日公司股东户数为42,851户
证券之星 · 07-31
海德股份：截至2025年5月30日公司股东户数为42,851户
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{"stockData":{"symbol":"BK0040","market":"CN","secType":"PLATE","halted":0,"volume":0,"delay":0,"floatShares":0,"shares":0,"eps":0,"change":0,"open":0,"high":0,"low":0,"amount":0,"amplitude":0,"askPrice":0,"askSize":0,"bidPrice":0,"bidSize":0,"shortable":3,"etf":0,"tradingStatus":0,"marketStatusCode":0,"adr":0,"adjPreClose":0,"increases":0,"decrements":0,"flats":0},"requestUrl":"/m/hq/s/BK0040","defaultTab":"news","newsList":[{"id":"2556980094","title":"首旅酒店：2025年以来公司秉承“发展为先、产品为王、会员为本、经营至上”等核心战略","url":"https://stock-news.laohu8.com/highlight/detail?id=2556980094","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2556980094?lang=zh_cn&edition=full","pubTime":"2025-08-04 18:03","pubTimestamp":1754301797,"startTime":"0","endTime":"0","summary":"证券之星消息，首旅酒店08月04日在投资者关系平台上答复投资者关心的问题。首旅酒店回复：答：2025年以来公司秉承“发展为先、产品为王、会员为本、经营至上”等核心战略，标准管理酒店开店继续推进，经营方面继续提质增效，以利于整体利润保持增长，第一季度实现营业收入176,541.40万元，同比下降4.34%，归属于上市公司股东的净利润14,270.48万元，同比增长18.37%。公司将根据信息披露相关规定及时披露半年度业绩报告。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2025080400027146.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0040","LU0405327494.USD","600258","BK0185","LU0405327148.USD","BK0246"],"gpt_icon":0},{"id":"2556880441","title":"海南高速(000886)7月31日股东户数7.41万户，较上期增加30.22%","url":"https://stock-news.laohu8.com/highlight/detail?id=2556880441","media":"证券之星","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2556880441?lang=zh_cn&edition=full","pubTime":"2025-08-04 17:13","pubTimestamp":1754298782,"startTime":"0","endTime":"0","summary":"证券之星消息，近日海南高速披露，截至2025年7月31日公司股东户数为7.41万户，较7月18日增加1.72万户，增幅为30.22%。在房地产开发行业个股中，海南高速股东户数高于行业平均水平，截至7月31日，房地产开发行业平均股东户数为6.29万户。从股价来看，2025年7月18日至2025年7月31日，海南高速区间跌幅为8.23%，在此期间股东户数增加1.72万户，增幅为30.22%。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2025080400023146.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0022","000886","BK0040","BK0273"],"gpt_icon":0},{"id":"2556874342","title":"海南橡胶：子公司合盛农业连亏三年 17亿商誉未减值","url":"https://stock-news.laohu8.com/highlight/detail?id=2556874342","media":"21世纪经济报道","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2556874342?lang=zh_cn&edition=full","pubTime":"2025-08-04 10:50","pubTimestamp":1754275800,"startTime":"0","endTime":"0","summary":"南方财经8月4日电，海南橡胶公告，并购子公司合盛农业的业绩问题持续发酵。收购形成的17.24亿元商誉至今未计提减值。合盛农业亏损主因比较明确：美元加息致利息及汇兑损失达5.17亿元；非洲种植园承担社会支出，单吨成本居高不下；非洲生物资产计提减值1.59亿元。公司坚称商誉未减值系基于市场法估值，测算其公允价值32亿美元。但该评估新增非流动性折扣调整，出于谨慎考虑。海南橡胶声称合盛农业经营好转，但17.24亿商誉一直高悬。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250804105104a6d15d87&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250804105104a6d15d87&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["BK0040","BK0028","BK0227","601118","BK0188","BK0104","BK0183","BK0196"],"gpt_icon":0},{"id":"2556874379","title":"巴黎奥运会概念盘中拉升，凯撒旅业涨2.89%","url":"https://stock-news.laohu8.com/highlight/detail?id=2556874379","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2556874379?lang=zh_cn&edition=full","pubTime":"2025-08-04 09:48","pubTimestamp":1754272097,"startTime":"0","endTime":"0","summary":"08月04日，巴黎奥运会概念盘中拉升，截至09点48分，巴黎奥运会概念整体指数上涨0.65%，报1340.740点。从个股上来看，该概念的成分股中，凯撒旅业涨2.89%，舒华体育、比音勒芬、中体产业涨幅居前。从资金上来看，截止发稿，巴黎奥运会概念概念主力净流入为-248.41万，其中因赛集团受到资金热捧，主力净流入1924.28万；拉长时间线来看，该板块近20日主力资金净流入-8.40亿。（以上内容为腾讯自选股基于公开消息，由程序或算法智能生成，仅作为用户看盘参考，不作为投资建议或交易依据。股市有风险，请谨慎决策。）","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250804094817a6d1399f&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250804094817a6d1399f&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["BK0115","605299","BK0004","BK0210","BK0188","000796","BK0082","BK0178","BK0098","BK0040","BK0085","BK0116","BK0283","BK0211","600158","BK0028"],"gpt_icon":0},{"id":"2556790588","title":"马彩概念盘中跳水，平潭发展跌1.01%","url":"https://stock-news.laohu8.com/highlight/detail?id=2556790588","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2556790588?lang=zh_cn&edition=full","pubTime":"2025-08-04 09:45","pubTimestamp":1754271942,"startTime":"0","endTime":"0","summary":"08月04日，马彩概念盘中跳水，截至09点45分，马彩概念整体指数下跌1.10%，报868.030点。从个股上来看，该概念的成分股中，平潭发展跌1.01%，中牧股份、中体产业、武汉控股跌幅居前。从资金上来看，截止发稿，马彩概念概念主力净流入为-816.68万，其中珠江股份受到资金热捧，主力净流入664.99万；拉长时间线来看，该板块近20日主力资金净流入-16.51亿。（以上内容为腾讯自选股基于公开消息，由程序或算法智能生成，仅作为用户看盘参考，不作为投资建议或交易依据。股市有风险，请谨慎决策。）","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250804094542973193d9&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250804094542973193d9&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["BK0054","BK0115","BK0230","BK0040","BK0106","BK0188","600684","BK0140","BK0004","BK0096","BK0283","BK0077","BK0012","600168","000592","BK0082","BK0028","BK0178","BK0098","BK0070","600158","BK0116","BK0211"],"gpt_icon":0},{"id":"2556987920","title":"油价相关概念盘中跳水，*ST新潮跌0.75%","url":"https://stock-news.laohu8.com/highlight/detail?id=2556987920","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2556987920?lang=zh_cn&edition=full","pubTime":"2025-08-04 09:37","pubTimestamp":1754271449,"startTime":"0","endTime":"0","summary":"08月04日，油价相关概念盘中跳水，截至09点37分，油价相关概念整体指数下跌1.03%，报1937.870点。从个股上来看，该概念的成分股中，*ST新潮跌0.75%，海航控股、山东海化、海南矿业跌幅居前。从资金上来看，截止发稿，油价相关概念主力净流入为-5945.85万，其中山东海化受到资金热捧，主力净流入162.06万；拉长时间线来看，该板块近20日主力资金净流入-8.98亿。（以上内容为腾讯自选股基于公开消息，由程序或算法智能生成，仅作为用户看盘参考，不作为投资建议或交易依据。股市有风险，请谨慎决策。）","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025080409372994cd8b67&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025080409372994cd8b67&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["601969","BK0274","BK0280","600777","BK0022","BK0188","BK0040","600221","BK0201","BK0183","BK0196"],"gpt_icon":0},{"id":"2556805578","title":"食品饮料行业酒类周报：酒企布局即时零售 加大新渠道拓展","url":"https://stock-news.laohu8.com/highlight/detail?id=2556805578","media":"平安证券","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2556805578?lang=zh_cn&edition=full","pubTime":"2025-08-04 00:00","pubTimestamp":1754236800,"startTime":"0","endTime":"0","summary":"涨跌幅&行业观点本周白酒累计跌幅-2.40%，啤酒累计跌幅-2.21% 。我们认为白酒布局高势能新渠道，有望促进下游动销，助力行业健康发展。行业竞争加剧风险：竞争格局恶化会一定程度扰乱影响白酒行业定价，对行业造成不良影响。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250804151748a473d4ea&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250804151748a473d4ea&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["600238","600365","BK0040","BK0070","BK0215","BK0113","600543","159843","600059","BK0199","000807.SH"],"gpt_icon":0},{"id":"2556821393","title":"每周股票复盘：海航控股（600221）再次延期回复上交所问询函","url":"https://stock-news.laohu8.com/highlight/detail?id=2556821393","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2556821393?lang=zh_cn&edition=full","pubTime":"2025-08-03 06:54","pubTimestamp":1754175257,"startTime":"0","endTime":"0","summary":"截至2025年8月1日收盘，海航控股报收于1.48元，较上周的1.6元下跌7.5%。本周，海航控股7月28日盘中最高价报1.63元。本周关注点公司公告汇总：海航控股再次申请延期回复上交所问询函，延期时间不超过5个交易日公司公告汇总海航控股发布公告称，因需进一步补充和完善《问询函》的回复内容，并更新交易标的的审计报告，公司已向上海证券交易所申请再次延期回复《问询函》，延期时间不超过5个交易日。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2025080300001254.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0280","BK0022","BK0183","600221","BK0040","BK0201","BK0196","BK0188"],"gpt_icon":0},{"id":"2556262978","title":"每周股票复盘：*ST椰岛（600238）股票交易异常波动且提供1000万元资产抵押担保","url":"https://stock-news.laohu8.com/highlight/detail?id=2556262978","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2556262978?lang=zh_cn&edition=full","pubTime":"2025-08-03 02:07","pubTimestamp":1754158032,"startTime":"0","endTime":"0","summary":"截至2025年8月1日收盘，*ST椰岛报收于7.43元，较上周的6.46元上涨15.02%。本周，*ST椰岛8月1日盘中最高价报7.8元。*ST椰岛股票交易异常波动公告公司股票交易于2025年7月29日至7月31日连续3个交易日收盘价格涨幅偏离值累计超过12%，属于股票交易异常波动情形。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2025080300000290.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0040","600238","BK0113","BK0070","BK0199","BK0215"],"gpt_icon":0},{"id":"2556841442","title":"海航控股获融资买入0.28亿元，近三日累计买入1.27亿元","url":"https://stock-news.laohu8.com/highlight/detail?id=2556841442","media":"金融界","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2556841442?lang=zh_cn&edition=full","pubTime":"2025-08-02 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上涨0.77%，报868.37点，成交额407.44亿元。数据统计显示，中证文娱传媒指数近一个月上涨2.65%，近三个月上涨8.83%，年至今上涨11.33%。从中证文娱传媒指数持仓样本的行业来看，通信服务占比87.48%、可选消费占比11.27%、信息技术占比1.25%。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250801231201972d2c81&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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20:02","pubTimestamp":1754049767,"startTime":"0","endTime":"0","summary":"证券之星消息，2025年8月1日海峡股份发布公告称广发证券陈宇 李然、广发自营俞慕寒、嘉实基金关盼龙、中欧基金许崇晟、国泰基金林知、中泰资管张君于2025年8月1日调研我司。海峡股份2025年一季报显示，公司主营收入13.18亿元，同比下降5.11%；归母净利润1.19亿元，同比下降29.98%；扣非净利润1.19亿元，同比下降29.33%；负债率18.07%，投资收益151.88万元，财务费用375.11万元，毛利率45.94%。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2025080100036354.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["LU1979443071.USD","BK0276","BK0028","LU1934453819.USD","002320","BK0040","BK0012","01776","BK0188","BK0022","BK0270","SG9999001093.SGD","000776","BK1147","BK1564","BK0183"],"gpt_icon":0},{"id":"2556742863","title":"在线旅游概念盘中跳水，电广传媒跌0.91%","url":"https://stock-news.laohu8.com/highlight/detail?id=2556742863","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2556742863?lang=zh_cn&edition=full","pubTime":"2025-08-01 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可以做什么？","url":"https://stock-news.laohu8.com/highlight/detail?id=2556647218","media":"天风证券","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2556647218?lang=zh_cn&edition=full","pubTime":"2025-08-01 00:00","pubTimestamp":1753977600,"startTime":"0","endTime":"0","summary":"航空亟需反内卷2020-23年航空公司累计亏损3295亿元，而2010-19年累计盈利仅2782亿元；2025H1平均票价不仅低于2024年，也低于2019年，三大航仍在亏损。根源在运力过剩2019-24年民航业飞机数量累计增长15%，而客运量仅增长11%，三大航平均票价下跌7%左右，运力过剩。预计未来航空客运需求随GDP温和增长，运力过剩或将持续。可淘汰老旧飞机15岁以上飞机数量占14%，我们认为提前淘汰能使供给出清、盈利改善，为国产大飞机腾出市场空间。二手飞机价格和租金处于较高水平，出售或出租能获得良好收益。风险提示：全球经济增速下行，燃油价格大幅上涨，人民币继续贬值","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250801143122a6cd2527&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description 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