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China-SK flights stay at high level amid network expansion, rising demand_我的网站

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A South Korean senior citizen (right), joining a photography group, tours and takes photos at Zhangjiajie National Forest Park in Central China's Hunan Province, on January 5, 2025. Photo: VCG
Flights between China and South Korea remained at a high level in the past two weeks, supported by network expansion and rising demand, industry data showed on Monday.
Between July 27 and August 9, a total of 5,142 passenger flights were operated on China-South Korea routes, maintaining a high level of overall supply, industry data provider VariFlight told the Global Times on Monday.
Compared with the previous period from July 13 to July 26, when there were 5,145 flights, the number of operated flights decreased by just three, remaining essentially flat.
Compared with the same period in 2025, the number of flights grew by 10.7 percent. Flight operations during this period grew by 12 percent compared with the same period in 2019, indicating that current passenger flight volumes on China-South Korea routes have significantly surpassed pre-pandemic levels, VariFlight said.
The rising demand is also supported by more airlines and airports expanding their networks.
For example, Spring Airlines said that its current network includes four South Korean destinations: Jeju, Busan, Cheongju, and Seoul.
Following the introduction of the visa-free policy for South Korean passport holders, the carrier has witnessed a notable uptick in weekend trips to Shanghai, with Friday arrivals seeing a particularly strong uptrend. On the Busan-Shanghai route, Korean travelers have made up as much as 80 percent of passenger loads on Friday and Sunday flights during peak travel windows, Spring Airlines told the Global Times on Monday.
Jeju Air saw its passenger traffic increase by nearly 40 percent year-on-year during the first seven months of this year on routes between the two countries, the Yonhap News Agency reported on Monday.
From January to July, seat capacity on Jeju Air's South Korea-China routes grew by 26.8 percent year-on-year to 494,300 seats, while passenger traffic rose by 37.4 percent year-on-year to 427,300 travelers, and the load factor climbed 6.6 percentage points to 86.4 percent.
Eastar Jet, a South Korean low-cost carrier, announced on Friday that it had launched a new route between Incheon and Hohhot with two flights per week, Yonhap reported.
The expansion of flight routes between China and South Korea is a reflection of both warming bilateral relations and rising demand in tourism, business, investment, and people-to-people exchanges, Da Zhigang, a researcher at the Heilongjiang Provincial Academy of Social Sciences' Institute of Northeast Asian Studies, told the Global Times.
He said that visa-free policies and travel facilitation measures, with tourism acting as a bridge for broader exchanges and trade, have paved the way for this expansion.
Data from Qunar.com showed that South Korea ranked first in the inbound source market rankings for the first half of 2026, followed by Thailand, Singapore, and Vietnam.
While South Korea is already China's largest source of foreign tourists, even more of its nationals have been making trips to their western neighbor in recent months. About 1.7 million South Koreans visited China in the first half of this year, up 16 percent from the same period last year, scmp.com reported on Saturday, citing figures from South Korea's Ministry of Justice.
Yanji Chaoyangchuan International Airport expanded its South Korean route network to six destinations including Busan, Cheongju and Daegu with 668 monthly flights and a daily peak of 26 flights carrying 4,115 passenger trips in July. The airport ranked first in Northeast China for South Korean passenger traffic in July.
On May 16, Qingdao Airlines increased the frequency of its Qingdao-Seoul route, with flights operating three times per week. After this increase, average daily passenger flights from Qingdao to South Korea reached 18, of which 16 served Seoul on a daily basis.
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　　在连续两个交易日下挫后，今日创新药行情再度“点火”启动。截至发稿，凯莱英涨停，益诺思、美迪西涨超8%。“药明系”港股集体上涨，药明康德涨近3%，药明生物涨超7%再创历史新高，药明合联涨超14%。

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　　消息面上，昨夜多家CXO上市公司披露2026年半年度报告。

三 | 从业绩表现来看，企业营收普遍实现稳健增长，盈利水平持续修复。　　CRDMO巨头药明合联发布上半年财报：集团营业收入增至 37.01 亿元人民币，按实际汇率计算同比增长37%；归属母公司净利润同比增长 37.4%，至 10.27 亿元人民币；包含潜在里程碑付款，未完成总订单金额约 22 亿美元，同比增长62.2%。　　该公司表示，上述增长主要得益于全球ADC及更广泛的生物偶联药物XDC市场的持续发展，推动客户及项目数量持续增加；客户需求强劲，推动生产设施产能利用率持续维持高位。　　A股方面，科创板两家CRO企业益诺思、美迪西均同比实现扭亏为盈：　　益诺思半年实现营业收入4.65亿元，同比增长23.92%，归母净利润为3917.27万元，上年同期亏损1518.95万元，同比增长357.89%。　　美迪西实现营业收入7.61亿元，同比增长40.91%；实现归母净利润5160.24万元，较去年的同期亏损1289.84万元，同比增长500.07%。　　谈及业绩增长原因，益诺思称系行业需求回暖，带动业务量和订单价格增长所致。

四 | 美迪西则表示，受益于全球创新药研发需求持续回暖，凭借临床前一体化综合研发平台的竞争优势，公司持续深耕海内外市场，充足订单储备为业绩向好奠定了基础。　　另一CDMO企业凯莱英上半年实现营业收入36.07亿元，同比增长13.13%；实现归母净利润5.2亿元，同比下降15.71%。　　尽管利润增速放缓，其新兴业务服务表现仍可圈可点，报告期内实现收入13.04亿元，同比增长72.49%。其中，化学大分子CDMO业务板块收入7.36亿元，同比增长94.14%。截至本报告披露日，在手订单金额同比增长163.47%，其中境外订单占比68.30%。　　招银国际证券判断，早研需求持续快速增长，已达实质性向上拐点。融资复苏和大药企扩张研发支出稳健支撑全球医药研发生产需求。美国目前利率已显著低于2024-25年，将继续为融资带来边际改善。　　该机构强调，全球大药企研发支出加速增长，1H26纳入统计的10家大药企合计研发支出同比增长40.6%，但资本支出相比2025年放缓，或正受控制成本的负面影响，大药企在美巨额投资规划仍未实质性落地。Biotech研发支出延续了2025年的疲弱态势，但继续降低了资本支出，预计将提升对外包研发生产的依赖度。　　华鑫证券指出，中国创新药已逐步从过去的跟随逐步转向原创性的发现，新靶点验证需求提升，带动早研相关产业链的景气度。中邮证券表示，CRO行业已经历一轮中小产能持续出清，集中度提升，项目数量稳步增加的同时价格从前几年下行通道转入逐步复苏。由于签单旺季集中在Q3末至Q4，预计下半年临床CRO板块各业务订单将优于上半年，订单回暖具备持续性。（文章来源：财联社）。