CS AVIATION ETF

CHINA SATCOM released FY2026 Q1 earnings on April 29 Pre-Market (BJT), actual revenue CNY 542.41 M, actual EPS CNY 0.0064

WST released FY2026 Q1 earnings on April 28 During-Market BJT, actual revenue CNY 1.08 B, actual EPS CNY 0.07

CATEC released FY2026 Q1 earnings on April 28 After-Market (BJT), actual revenue CNY 1.843 B, actual EPS CNY 0.009

Hwa Create released FY2026 Q1 earnings on April 27 After-Market (BJT), actual revenue CNY 146.84 M, actual EPS CNY -0.018

NANYANG TECH released FY2026 Q1 earnings on April 27 Pre-Market (BJT), actual revenue CNY 373.29 M, actual EPS CNY 0.1026

BDStar released FY2026 Q1 earnings on April 26 Pre-Market (BJT), actual revenue CNY 615.1 M, actual EPS CNY 0.025

Geovis released FY2026 Q1 earnings on April 24 After-Market (BJT), actual revenue CNY 202.68 M, actual EPS CNY -0.1842

HDAA released FY2026 Q1 earnings on April 24 After-Market (BJT), actual revenue CNY 884.27 M, actual EPS CNY 0.0081

Haige Communications released FY2026 Q1 earnings on April 24 After-Market BJT, actual revenue CNY 1.059 B, actual EPS CNY 0.0024

HUACE released FY2026 Q1 earnings on April 23 During-Market (BJT), actual revenue CNY 807.09 M, actual EPS CNY 0.1585

WST to Release FY2026 Q1 Earnings Report on April 29 During-Market (BJT)

CATEC to Release FY2026 Q1 Earnings on April 29 After-Market (BJT)

Hwa Create to Release FY2026 Q1 Earnings on April 28 After-Market BJT

Hwa Create released FY2025 Q4 earnings on April 21 After-Market (BJT), actual revenue CNY 217.61 M, actual EPS CNY -0.1

Hwa Create released FY2025 Annual Earnings on April 21 After-Market (BJT), actual revenue CNY 781.59 M (forecast CNY 772 M), actual EPS CNY -0.1 (forecast CNY 0.02)

NANYANG TECH to Release FY2026 Q1 Earnings on April 28 Pre-Market BJT

CHINA SATCOM to Release FY2026 Q1 Earnings on April 28 Pre-Market BJT

BDStar to Release FY2026 Q1 Earnings Report on April 27 Pre-Market BJT

Haige Communications to Release FY2026 Q1 Earnings on April 25 After-Market (BJT)

HDAA to Release FY2026 Q1 Earnings Report on April 25 After-Market BJT

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Chinese airline stocks surged following a significant drop in oil prices after a temporary ceasefire in the Middle East. China Eastern Airlines and China Express Airlines hit the 10% daily trading limit, while other carriers like Air China and China Southern Airlines rose over 6.5%. Oil prices fell 13-16%, easing pressure on airlines that rely heavily on fuel, which constitutes over 30% of their operating costs. The ceasefire may also improve air travel routes to and from the Middle East, which had been severely impacted by the conflict.

Yicai

CHINA EAST AIR

ChinaAMC CSI All Share Transportation ETF

China Express

CHINA SOUTH AIR

Air China

AIR CHINA

China Southern CNI Transportation Industry ETF

Chinese Airlines Stocks Surge as Oil Prices Slump After Mideast Ceasefire

In 2025, the financial reports of the three major airlines (China Eastern Airlines, China Southern Airlines, and Air China) were released. China Southern Airlines turned a profit with a net profit of 857 million yuan, becoming the first airline to achieve annual profitability. Although China Eastern Airlines and Air China have not completely eliminated losses, their performance has significantly improved, with revenue showing year-on-year growth. The recovery of the international market has become the core driving force for performance growth, and the operational fundamentals of the three major airlines are steadily recovering, with the restoration of international routes being a key focus

腾讯新闻 - 财经

The three major airlines' 2025 financial report concludes: Who smiled, and who cried?

The ongoing Middle East conflict has led to a record surge in global jet fuel prices, with Brent crude rising 64% since March. Jet fuel prices in Rotterdam have exceeded $1,730 per ton, more than double pre-war levels. The conflict has disrupted supply, particularly through the Strait of Hormuz, affecting global oil trade. Airlines are raising fares and reducing capacity in response, jeopardizing projected profits. Commerzbank forecasts jet fuel prices to reach $1,250 per ton by mid-year, with a potential decrease by year-end, but still higher than pre-conflict levels.

Invezz

Delta Air Lines

Southwest Airlines

American Airlines

SPDR O&G Ex & Prd

SPDR S&P Transp

VanEck Oil Refiners ETF

United States Oil Fund LP

GLOBAL X MLP & Energy Infra

BP p.l.c. ADRhedged

E Fund CSI Petrochemical Industry ETF

Pro Ultr Bloomberg Crude Oil

Yinhua CSI Oil & Gas Resources ETF

iShares US Oil Equip & Svcs

F GX OIL

iShares US Oil & Gas Expl & Prod

Themes Airlines ETF

Guotai CSI Oil & Gas Industry ETF

Us Global Jets

Leverage Shares 2X Long AAL Daily ETF

VanEck Oil Services ETF

Direxion Daily XOM Bull 2X Shares

China Universal CSI Oil & Gas Resources ETF

SPDR O&G Equip

ISHRS S&P Glb Engy

iShares US Transportation ETF

Shell plc ADRhedged

Mideast conflict doubles jet fuel prices; global airlines see profits shrink

As of April 1, Air China, China Eastern Airlines, and China Southern Airlines have all completed the disclosure of their 2025 annual reports. The data shows that in 2025, the three major airlines achieved a total revenue of 493.682 billion yuan, a year-on-year increase of 4.36%; the net profit attributable to shareholders was -2.546 billion yuan, a year-on-year increase of 58.66%. As the "national team" of the domestic air transport industry, the performance of the three major airlines has always been regarded as a "barometer" of industry prosperity. In 2025, the civil aviation industry continued its steady growth trend, with the total passenger transport volume increasing by 5.5% year-on-year to 770 million passengers. However, against the backdrop of an overall industry recovery, the performance of the three major airlines in 2025 showed significant differentiation: China Southern Airlines was the first to turn losses into profits, while Air China and others fell into the embarrassing situation of "book losses" due to accounting standards. In 2025, the strong recovery of international routes injected key growth momentum into the three major airlines. However, entering 2026, the risk of high oil prices has surged, becoming a "Sword of Damocles" hanging over the airlines. For the three major airlines, which are teetering on the line of profit and loss, whether they can continue to reduce losses and achieve overall profitability in 2026 remains a severe test. China Southern Airlines "turned losses into profits," while Air China faced "book losses." In 2025, the operating revenue of the three major airlines all reached historical highs. China Southern Airlines continued to lead with a revenue scale of 182.256 billion yuan, a year-on-year increase of 4.61%; Air China achieved a revenue of 171.485 billion yuan, a year-on-year increase of 2.87%; China Eastern Airlines had a revenue of 139.941 billion yuan, a year-on-year increase of 5.92%

Annual Report Insight | Just as performance began to improve, oil prices surged. Will the three major airlines continue to "recover" in 2026?

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The Civil Aviation Administration held a full (expanded) meeting of the March Safety Committee, emphasizing that airlines need to dynamically adjust capacity to ensure the airworthiness of aircraft. The meeting required proactive responses to complex weather, with early prevention, early detection, early warning, and early decision-making. At the same time, airport units need to carry out safety rectification on the tarmac, air traffic control departments should enhance the control service level at busy airports, and regulatory departments need to strengthen their supervisory responsibilities over key units

Wallstreetcn

China Universal CNI General Aviation Industry ETF

Civil Aviation Administration: Airlines must dynamically adjust capacity deployment to ensure that aircraft are in good airworthy condition

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According to the Civil Aviation Administration, during the 2026 Spring Festival travel season (February 2 - March 13), the national civil aviation sector is expected to transport a total of 94.39 million passengers and ensure 759,000 flights, setting new historical highs for both passenger volume and flight numbers during the same period. (CCTV News)

Ping An CSI General Aviation Theme ETF

ChinaAMC CNI Aerospace ETF

MaxWealth CNI General Aviation Industry ETF

Huaan CNI Aerospace ETF

In the Spring Festival travel rush of 2026, the national civil aviation passenger volume and flight volume reached a new historical high for the same period