中国东方航空股份有限公司控股股东增持股份及未来增持计划公告详解

主要内容摘要

• 控股股东中国东方航空集团有限公司（以下简称“中国东航集团”）于2026年3月13日通过集中竞价方式增持公司A股33,971,300股，约占总股本的0.15%。
• 增持前，中国东航集团及其一致行动人合计持有公司12,094,676,346股，占总股本的54.76%；增持后持有12,128,647,646股，占总股本的54.91%。
• 中国东航集团计划在未来12个月内继续增持，累计增持A股金额不少于人民币5亿元，不超过人民币10亿元。
• 增持计划资金来源为自有及自筹资金，增持方式为上海证券交易所集中竞价。
• 增持目的为增强投资者信心及认可公司长期投资价值。
• 增持计划存在因市场、政策或资金因素导致延迟或无法实施的风险。
• 公司承诺在实施增持计划期间及法定期限内不减持所持股份。
• 本次增持及计划不会导致控股股东及实际控制人发生变化，也不会影响公司股票上市条件。
• 公司将持续关注增持计划进展，并及时履行信息披露义务。

详细解读

控股股东增持详情

中国东方航空集团有限公司作为中国东方航空股份有限公司的控股股东，于2026年3月13日首次增持了公司A股33,971,300股，增持金额为15,971.17万元人民币。此次增持使集团直接持有A股由8,858,963,273股提升至8,892,934,573股，占公司总股本比例由40.11%提升至40.26%。同时，集团通过全资子公司东航金控有限责任公司持有457,317,073股A股，通过东航国际控股（香港）有限公司持有2,778,396,000股H股，增持后合计持有公司股份达12,128,647,646股，占总股本的54.91%。

后续增持计划

中国东航集团表示将继续按照本次增持计划执行后续增持。自2026年3月13日起至2027年3月12日止，集团拟通过上海证券交易所集中竞价方式增持公司A股，累计增持金额不少于人民币5亿元（含），不超过人民币10亿元（不含）。具体增持数量和比例将根据实际情况确定，增持价格则会参照公司股票价格波动及资本市场整体趋势，由内部授权决定。

增持计划的资金来源为集团自有及自筹资金。集团承诺在增持计划实施期间及法定期限内不减持所持股份，以稳定公司股价和市场预期。

增持目的与对投资者影响

此次增持及后续增持计划的主要目的在于增强投资者信心，认可公司未来持续稳定发展的前景与长期投资价值。同时，这一动作显示控股股东对公司经营和市场表现的高度认可，为公司股价提供一定支撑。对于投资者而言，控股股东大规模增持通常被视为利好消息，可能对公司股价产生正面影响。

风险提示

公告指出，增持计划在实施期间可能因资本市场情况变化、政策调整或资金未能及时到位等原因出现延迟或无法实施的风险。若上述风险发生，公司将及时履行信息披露义务，建议投资者关注相关风险并合理决策。

其他重要说明

• 本次增持及计划均符合《公司法》《证券法》《上市公司收购管理办法》等相关法律法规及交易所业务规则。
• 增持不会导致公司控股股东及实际控制人发生变化，也不会影响公司股票上市条件。
• 公司将持续关注增持计划进展，并依据相关规定及时披露信息。

投资者需关注事项（可能影响股价）

• 控股股东大额增持行为及未来持续增持计划，显示对公司未来发展充满信心，属于重大利好消息。
• 增持金额5亿元至10亿元，资金来源明确，增持方式为公开市场竞价，具备较高透明度。
• 增持期间不减持所持股份，有助于稳定公司股价及投资者预期。
• 若出现增持计划无法实施的风险，公司将及时披露相关信息，投资者需密切关注。

免责声明

本文章仅为信息披露解读，不构成投资建议。投资者应根据自身风险偏好及市场情况自主决策，注意市场风险。公司增持计划可能因市场、政策或资金因素出现变动，敬请投资者关注官方公告。

China Eastern Airlines Co., Ltd. Controlling Shareholder Share Increase and Future Share Purchase Plan Announcement – Detailed Analysis

Key Highlights

• Controlling shareholder China Eastern Airlines Group Co., Ltd. (“China Eastern Group”) increased its holding of A-shares by 33,971,300 shares (0.15% of total shares) via central bidding on March 13, 2026.
• Before the increase, China Eastern Group and its concerted parties held a total of 12,094,676,346 shares (54.76% of total shares); after the increase, the holding rose to 12,128,647,646 shares (54.91%).
• China Eastern Group plans to continue increasing its holding over the next 12 months, with a cumulative A-share purchase amount of not less than RMB 500 million and not more than RMB 1 billion.
• Funds for the share purchase plan are from own and self-raised sources; the purchase method is via central bidding on the Shanghai Stock Exchange.
• The purpose is to enhance investor confidence and recognize the company’s long-term investment value.
• There are risks that the plan may be delayed or unable to be executed due to market, policy, or funding reasons.
• The company promises not to reduce its holdings during the execution period and statutory period.
• The share increase and plan will not change the controlling shareholder or actual controller status, nor affect listing conditions.
• The company will keep monitoring the plan’s progress and fulfill information disclosure obligations in a timely manner.

Detailed Analysis

Shareholder Increase Details

On March 13, 2026, China Eastern Airlines Group Co., Ltd., as the controlling shareholder, increased its direct holding in China Eastern Airlines Co., Ltd. by 33,971,300 A-shares via central bidding, with an increase amount of RMB 159.71 million. The group’s direct A-share holding rose from 8,858,963,273 shares (40.11% of total shares) to 8,892,934,573 shares (40.26%). Via its wholly-owned subsidiaries—Eastern Aviation Finance Co., Ltd. (holding 457,317,073 A-shares) and Eastern International Holdings (Hong Kong) Co., Ltd. (holding 2,778,396,000 H-shares)—the group now holds a total of 12,128,647,646 shares (54.91% of total shares).

Follow-up Share Purchase Plan

China Eastern Group will continue executing the share purchase plan. Between March 13, 2026 and March 12, 2027, the group intends to purchase more A-shares through central bidding, with a total planned purchase amount of not less than RMB 500 million and not more than RMB 1 billion. Actual purchase quantity and ratio will be determined by market conditions, and purchase price will be based on share price fluctuation and capital market trends, subject to internal authorization.

The funding source is own and self-raised funds, and the group commits not to reduce its holdings during the plan implementation and statutory periods.

Purpose and Impact on Investors

The main purpose of this share increase and follow-up plan is to boost investor confidence and recognize the company’s prospects for sustainable and stable development as well as its long-term investment value. Large-scale share purchase by the controlling shareholder is typically viewed as a positive signal and may support the share price.

Risk Warning

The announcement notes that the plan may be delayed or unable to be executed due to changes in capital market conditions, policy shifts, or funding delays. If such risks occur, the company will promptly disclose relevant information. Investors are advised to pay attention to these risks.

Other Key Notes

• The share increase and plan comply with relevant laws, regulations, and exchange rules.
• There will be no change in controlling shareholder or actual controller status, nor will listing conditions be affected.
• The company will monitor the plan’s progress and disclose information promptly as required.

Investor Considerations (Potential Price Impact)

• Major share purchase by controlling shareholder and planned continued purchase signals strong confidence in the company’s future, a significant positive for investors.
• Purchase amount is substantial (RMB 500 million – 1 billion), funding and purchase method are transparent.
• No reduction of shareholdings during the period, which helps stabilize share price and investor expectations.
• If the plan cannot be executed due to risks, the company will disclose promptly, so investors should monitor developments closely.

Disclaimer

This article is for informational purposes only and does not constitute investment advice. Investors should make decisions based on their own risk preferences and market conditions. The share purchase plan may change due to market, policy, or funding factors; please follow official company announcements.

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