异动解读 | 中国东方航空股份盘中大涨5.29%,业绩扭亏为盈带动股价上涨

异动解读
Nov 05, 2025

今日盘中,中国东方航空股份(00670.HK)股价大幅上涨5.29%,引发市场关注。该股价的强劲表现主要受到公司最新发布的财报数据的推动。

根据中国东方航空股份近日发布的公告,公司2025年前三季度实现营业收入1064.14亿元,同比增长3.73%。更为重要的是,公司实现归属母公司股东净利润21.03亿元,相比去年同期亏损1.38亿元,成功扭亏为盈。每股基本收益达到0.09元,显示出公司经营状况的显著改善。

中金公司分析师对中国东方航空的业绩表示认可,认为公司三季度业绩符合预期。他们指出,公商务出行正在触底反弹,且月度环比持续恢复。中国东方航空拥有优质的商务航线和时刻资源,加上较高的客源质量和公商务客源比例,使得公司具有较大的盈利弹性。此外,自9月以来,机票价格持续回暖,这与民航业"反内卷"的努力密切相关。在行业"反内卷"持续推进的背景下,分析师认为中国东方航空将是主要受益者之一。

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