Core Viewpoint - Baiyun Airport (600004) announced an increase in flight operations and passenger throughput for the year 2025, indicating positive growth trends in the aviation sector [1] Summary by Category Flight Operations - The number of takeoffs and landings is projected to reach 48,702, representing a year-on-year increase of 10.81% [1] Passenger Throughput - The airport expects to handle 7.6422 million passengers, which marks a year-on-year growth of 12.04% [1]

证券代码：600004 证券简称：白云机场 公告编号：2025-055 广州白云国际机场股份有限公司 2025 年 10 月生产经营数据快报 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或 者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要说明： 一、上述数据本月数为快报数据，与实际数据可能存在差异。 项目 月度 累计 本月数 同比增长 累计数 同比增长 一、起降架次（架次） 48,702.00 10.81% 454,434.00 7.60% 其中：国内航线 38,047.00 11.20% 355,299.00 6.30% 地区航线 385.00 0.52% 3,758.00 -2.49% 国际航线 10,270.00 9.78% 95,377.00 13.21% 二、旅客吞吐量（人次） 7,642,215.00 12.04% 68,740,513.00 8.83% 其中：国内航线 6,098,085.00 11.29% 54,591,390.00 6.52% 地区航线 64,669.00 12.25% 570,577.00 3.95% 国际航线 1,479,461.0 ...

Core Insights - Baiyun Airport (600004.SH) reported operational data for October 2025, showing significant growth in various metrics [1] Group 1: Operational Performance - In October, the number of takeoffs and landings reached 48,702, representing a year-on-year increase of 10.81% [1] - Passenger throughput was recorded at 7.6422 million, reflecting a year-on-year growth of 12.04% [1] - Cargo and mail throughput amounted to 220,000 tons, which is a year-on-year increase of 4.82% [1]

Core Insights - Baiyun Airport (600004.SH) reported operational data for October 2025, showing significant growth in various metrics [1] Group 1: Operational Performance - In October, Baiyun Airport recorded 48,702 takeoffs and landings, representing a year-on-year increase of 10.81% [1] - The passenger throughput reached 7.6422 million, marking a year-on-year growth of 12.04% [1] - The cargo and mail throughput amounted to 220,000 tons, reflecting a year-on-year increase of 4.82% [1]

Core Insights - The aviation and airport sector experienced a slight decline of 0.13% on November 6, with HNA Holding leading the drop [1][2] - The Shanghai Composite Index closed at 4007.76, up 0.97%, while the Shenzhen Component Index closed at 13452.42, up 1.73% [1] Stock Performance - Key stocks in the aviation sector showed mixed results, with the following notable performances: - China Southern Airlines (7.00, +0.86%, 424,900 shares, 297 million CNY) - China Eastern Airlines (4.96, +0.20%, 1,122,600 shares, 558 million CNY) - HNA Holding (1.80, -3.74%, 10,532,800 shares, 1.918 billion CNY) [1][2] Capital Flow - The aviation and airport sector saw a net outflow of 369 million CNY from institutional investors, while retail investors contributed a net inflow of 200 million CNY [2][3] - The following stocks had significant capital flows: - China Southern Airlines: -32.63 million CNY from institutional investors, +3.14 million CNY from retail investors - HNA Holding: -38.95 million CNY from institutional investors, +12.38 million CNY from retail investors [3]

Core Points - Baiyun Airport announced its operational data for October 2025, showing a significant increase in various metrics compared to the previous year [1] Group 1: Flight Operations - The number of takeoffs and landings for the month reached 48,702, representing a year-on-year increase of 10.81%, with a cumulative total of 454,434, up 7.60% [1] Group 2: Passenger Traffic - The passenger throughput for the month was 7,642,215, marking a year-on-year increase of 12.04%, with a cumulative total of 68,740,513, up 8.83% [1] Group 3: Cargo and Mail Volume - The cargo and mail throughput for the month was 220,023.01 tons, reflecting a year-on-year increase of 4.82%, with a cumulative total of 1,999,310.28 tons, up 2.14% [1] Group 4: Data Variability - The data reported for the month is preliminary and may differ from actual figures, indicating variability in performance across different routes [1]

Market Performance - The aviation and airport sector increased by 1.32% on November 5, with Huaxia Airlines leading the gains [1] - The Shanghai Composite Index closed at 3969.25, up 0.23%, while the Shenzhen Component Index closed at 13223.56, up 0.37% [1] Stock Performance - Huaxia Airlines (002928) closed at 11.07, up 4.14% with a trading volume of 228,800 shares and a turnover of 250 million yuan [1] - HNA Holding (600221) closed at 1.87, up 3.31% with a trading volume of 13,966,000 shares and a turnover of 2.608 billion yuan [1] - Spring Airlines (601021) closed at 55.48, up 2.42% with a trading volume of 8,650 shares and a turnover of 476 million yuan [1] - China National Aviation (601111) closed at 8.26, up 1.98% with a trading volume of 549,400 shares and a turnover of 451 million yuan [1] - China Southern Airlines (600029) closed at 6.94, up 1.17% with a trading volume of 381,400 shares and a turnover of 263 million yuan [1] - Xiamen Airport (600897) decreased by 2.48% to 17.28 with a trading volume of 262,600 shares [2] Capital Flow - The aviation and airport sector experienced a net outflow of 118 million yuan from institutional investors, while retail investors saw a net inflow of 131 million yuan [2][3] - Major stocks like HNA Holding and Huaxia Airlines had mixed capital flows, with HNA Holding seeing a net inflow of 108 million yuan from institutional investors [3] - Retail investors contributed positively to the capital flow in several stocks, including China National Aviation and Shenzhen Airport [3]

Core Points - The first C919 aircraft themed "Great Bay Area" successfully took off from Guangzhou Baiyun International Airport to Shanghai Hongqiao International Airport, marking a significant achievement in the commercial operation of domestically produced large aircraft in China [2][4] - The aircraft is operated by China Southern Airlines and is the seventh C919 aircraft in its fleet, serving the Guangzhou-Shanghai route [2] - The design of the "Great Bay Area" aircraft features vibrant colors and key visual elements representing the Guangdong-Hong Kong-Macao Greater Bay Area, including the Hong Kong-Zhuhai-Macao Bridge and symbols of cultural confidence [6][7] Company and Industry Insights - The "Great Bay Area" aircraft is the first to utilize the C919 model for a special paint scheme, employing advanced aerospace coatings that enhance durability and reduce maintenance frequency [7] - The use of this special paint significantly lowers the amount of paint required compared to traditional coatings, thereby reducing volatile organic compound emissions, showcasing the airline's commitment to green and low-carbon aviation [7] - The captain of the C919 fleet expressed hopes for the aircraft to support the upcoming "15th National Games" and emphasized the pride and responsibility associated with operating domestically produced aircraft [7]

Core Points - The T3 Terminal Comprehensive Transportation Center (GTC) is a multi-modal transport hub connecting various transportation modes including road, rail, urban public transport, and air travel, with a total construction area of 259,000 square meters [2] - The GTC features a three-dimensional flow design, integrating multiple rail transit options, including the newly opened urban rail and ongoing high-speed rail and subway projects [4] - The GTC allows passengers to access various transport options such as the airport expressway, taxis, ride-hailing services, and airport buses, with future plans to include high-speed rail and subway services [6] Design and Features - A highlight of the GTC is the 5,000 square meter skylight dome, designed with the concept of "Kapok Blossoms and the Milky Way," featuring a length of 174 meters and a maximum span of 32 meters, constructed in an arched shell structure [6] - The public space design of the GTC aims to enhance the urban image of Guangzhou, incorporating creative elements like the dynamic imagery of "airplane takeoff" and a futuristic "time-space shuttle" theme [8] Passenger Services - The GTC is the first domestic transportation center to introduce an ICS baggage system at the rail station hall level, featuring self-service check-in and baggage drop-off systems on the underground second floor, allowing an estimated 43% of rail passengers to check in and drop off luggage conveniently [10]

广州白云国际机场股份有限公司 2025 年第一次临时股东大会会议材料 2025 年 11 月 12 日 2025 年第一次临时股东大会会议材料 目录 | 1. | 会 议 | 须 知 | - | 1 - | | --- | --- | --- | --- | --- | | 2. | 会 议 | 议 程 | - | 2 - | | 3. | 关于聘请 | 2025 年度财务审计机构的议案 | - | 3 - | | 4. | 关于聘请 | 2025 年度内部控制审计机构的议案 | - | 8 - | | 5. | | 关于修订《广州白云国际机场股份有限公司章程》的议案 - | | 10 - | | 6. | | 关于修订《广州白云国际机场股份有限公司股东大会议事规则》 | | | | | 的议案 | - | | 14 - | | 7. | | 关于修订《广州白云国际机场股份有限公司董事会议事规则》的 | | | | | 议案 | - | | 16 - | | 8. | | 关于修订《广州白云国际机场股份有限公司独立董事工作制度》 | | | | | 的议案 | - | | 18 - | | 9. | | 关于 ...