广州白云国际机场正加速推进全方位门户复合型国际航空枢纽建设，在2024年就跻身全球十大最繁忙机 场。2025年12月17日，白云机场的年旅客吞吐量突破8000万人次。 广东人气真的是旺旺旺！有多旺？看看地铁和机场的人流就知道了。 元旦首日，继广州地铁宣布单日客运量刷新历史纪录的同时，机场方面也传来捷报。 2026年1月1日，南方财经记者获悉，广东机场系统交出了一份靓丽的成绩单。2025年全年，广东机场集 团管理的机场旅客吞吐量首次突破1亿人次，达1.0065亿人次；全省机场旅客吞吐量超过1.8亿人次，居 全国各省区市首位。其中，白云机场枢纽建设各项生产指标除国际旅客外，均创历史新高。 公开资料显示，广东机场集团下辖广州白云、揭阳潮汕、湛江、梅州、惠州、韶关、佛山7家机场公 司。"十四五"收官之际，多家机场在去年12月就陆续公布"喜报"。 2025年12月24日，揭阳潮汕国际机场年旅客吞吐量突破1000万人次大关，在广州白云国际机场、深圳宝 安国际机场、珠海金湾机场之后成功晋级"千万级机场俱乐部"。该机场背靠粤东地区，辐射梅州、漳 州、汕尾等周边城市，目前该机场共有27家航司运营，2023年旅客量达718万人次 ...

2026年1月1日，南方财经记者获悉，2025年，广东省机场管理集团成员机场旅客吞吐量首次突破1亿人 次，达1.0065亿人次；广东全省机场全年吞吐量超过1.8亿人次，居全国各省区市首位。 （文章来源：21世纪经济报道） 白云机场全年吞吐旅客8359万人次,日平均22.9万人次，同比增长9.45%；其中国际旅客1745万人次，日 平均4.8万人次，同比增长19.31%，占总旅客的比重为20.88%。 聚焦白云机场枢纽建设，各项生产指标除国际旅客外，均创历史新高：全年航班起降55万架次，日平均 1508架次，同比增长7.53%。货邮吞吐量达244万吨，日平均6682吨，同比增长2.37%。 ...

Group 1 - The Guangzhou Baiyun Airport Domestic Cargo Terminal No. 2 officially commenced operations on December 30, marking a significant enhancement in the airport's air cargo handling capacity [2] - The cargo terminal, part of the Baiyun Airport Phase III expansion, covers an area of 58,700 square meters and is designed to handle an annual cargo and mail processing capacity of 360,000 tons [2] - The terminal features a clear functional layout that ensures efficient collaboration throughout the entire operational process, including specialized facilities for temperature-sensitive goods [2] Group 2 - The operation of the new cargo terminal will strengthen the regional air cargo network's comprehensive service capabilities, particularly for e-commerce, cold chain transport, and high-value products [3] - This development supports the construction of Guangzhou as a national logistics hub and aims to create a highly efficient, low-cost, and competitive international logistics center [3] - The new terminal is expected to inject new momentum into the high-quality development of the Guangdong-Hong Kong-Macao Greater Bay Area [3]

Core Insights - The aviation and airport sector experienced a significant increase of 3.31% on December 31, with Juneyao Airlines leading the gains [1] - The Shanghai Composite Index closed at 3968.84, up 0.09%, while the Shenzhen Component Index closed at 13525.02, down 0.58% [1] Stock Performance - Juneyao Airlines (603885) closed at 14.88, up 7.20%, with a trading volume of 405,100 shares and a transaction value of 588 million yuan [1] - China Eastern Airlines (600115) closed at 6.00, up 5.82%, with a trading volume of 1,607,700 shares and a transaction value of 948 million yuan [1] - Southern Airlines (600029) closed at 8.01, up 4.57%, with a trading volume of 991,400 shares and a transaction value of 782 million yuan [1] - Air China (601111) closed at 9.37, up 3.31%, with a trading volume of 1,991,300 shares and a transaction value of 921 million yuan [1] - Spring Airlines (601021) closed at 59.50, up 3.30%, with a trading volume of 68,800 shares and a transaction value of 404 million yuan [1] Capital Flow - The aviation and airport sector saw a net inflow of 185 million yuan from institutional investors, while retail investors experienced a net outflow of 209 million yuan [2] - The net inflow from speculative funds was 23.96 million yuan [2] Individual Stock Capital Flow - Hainan Airlines (600221) had a net inflow of 104 million yuan from institutional investors, but a net outflow of 22.42 million yuan from retail investors [3] - China Eastern Airlines (600115) saw a net inflow of 54.73 million yuan from institutional investors, with a net outflow of 73.04 million yuan from retail investors [3] - Air China (601111) had a net inflow of 46.63 million yuan from institutional investors, while retail investors experienced a net outflow of 77.78 million yuan [3] - Southern Airlines (600029) recorded a net inflow of 18.42 million yuan from institutional investors, with a net outflow of 40.39 million yuan from retail investors [3]

据了解，该办公室位于白云机场（600004）T2航站楼的核心值机区域，能够在航班运行期间为旅客提供及时响应的现场服务支持。自加尔各答—广州和德 里—广州投入运营以来，两条航线在白云机场国际航空枢纽的进出港吞吐量达5万人次，其中约30%为中转旅客，平均客座率稳定保持在90%以上，预计 2026年在白云机场国际航空枢纽的进出港吞吐量将达30万人次。 北京商报讯(记者关子辰牛清妍)12月31日，记者从印度靛蓝航空获悉，印度靛蓝航空近日正式启用位于广州白云国际机场T2航站楼Q值机岛的场站办公室。 该办公室是继靛蓝航空恢复加尔各答—广州、新开德里—广州航线后，在中国大陆地区启用的首个机场办公室。 ...

Group 1 - The Guangzhou Baiyun Airport's Domestic Cargo Terminal 2 officially commenced operations on December 30, marking a significant enhancement in the airport's air cargo handling capabilities [2] - The new cargo terminal covers an area of 58,700 square meters and is designed to handle an annual cargo and mail processing capacity of 360,000 tons [2] - The terminal features a clear functional layout, with both outbound and inbound areas of approximately 25,000 square meters each, equipped with specialized facilities for temperature-sensitive goods [2] Group 2 - The terminal incorporates an industry-first "high-level control system" that utilizes intelligent algorithms for task automation and resource scheduling, promoting a shift towards unmanned and precise cargo transportation [2] - Baiyun Airport's Phase III cargo area, once fully completed, will span over 700,000 square meters with an annual cargo processing capacity exceeding 1 million tons, integrating advanced smart systems [3] - By 2030, Baiyun Airport's annual cargo throughput is expected to reach 3.8 million tons, with long-term plans aiming for a capacity of over 6 million tons [3]

证券代码：600004 证券简称：白云机场 公告编号：2025－071 广州白云国际机场股份有限公司 关于交储公司权属土地的进展公告 根据前述《国有土地使用权收储补偿协议》，在签订《国有建设 用地使用权出让合同》且收到受让人缴交土地出让金后，按受让人缴 交土地出让金比例在 60 日内支付收储补偿款、奖励（如有）。截至 本公告披露日，公司尚未收到上述款项。 三、对公司的影响 本次土地出让结果，不会影响公司正常的生产经营，预计将对公 司当期利润产生积极影响，具体影响金额以会计师年度审计确认后的 结果为准。 公司将按照有关法律法规及规范性文件的要求，对本事项的进展 情况及时进行信息披露。敬请广大投资者理性投资，注意投资风险。 特此公告。 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。 一、交易概述 为支持广州市深入推进城市更新工作，加快盘活老机场存量土地 资源，提高土地利用效率及经济收益，公司同意按照 2023 年 3 月广 州市政府正式印发的《白云新城旧机场民航地块土地储备实施方案》 开展权属土地收储工作，并与广州市土地开发中心签 ...

Core Viewpoint - The aviation and airport sector experienced a decline of 1.18% on December 30, with China Southern Airlines leading the drop. The Shanghai Composite Index closed at 3965.12, down 0.0%, while the Shenzhen Component Index rose by 0.49% to 13604.07 [1]. Group 1: Stock Performance - The following stocks in the aviation and airport sector showed notable price changes: - China Southern Airlines (南方航空) closed at 7.66, down 1.03% with a trading volume of 545,000 shares and a transaction value of 418 million yuan [1]. - Xiamen Airport (厦门空港) closed at 17.48, down 2.35% with a trading volume of 100,200 shares and a transaction value of 176 million yuan [2]. - Spring Airlines (春秋航空) closed at 57.60, down 1.42% with a trading volume of 56,100 shares and a transaction value of 322 million yuan [2]. Group 2: Capital Flow - The aviation and airport sector saw a net outflow of 120 million yuan from institutional investors, while retail investors contributed a net inflow of 175 million yuan [2]. - The capital flow for specific stocks included: - China National Aviation (中国国航) had a net inflow of 46.13 million yuan from institutional investors, while retail investors had a net outflow of 47.90 million yuan [3]. - Xiamen Airport (厦门空港) experienced a net outflow of 26.25 million yuan from institutional investors, but a net inflow of 38.02 million yuan from retail investors [3].

Core Viewpoint - The article discusses the significant expansion of airports in China, particularly the transition to the "three-runway era," with 11 airports achieving this status in 2025, enhancing their capacity to accommodate increasing passenger and cargo demands [3][4]. Group 1: Airport Expansion - In 2025, the number of airports in China with three runways increased to 11, including the newly operational South Second Runway at Xi'an Xianyang International Airport and the third runway at Shenzhen Airport [3][4]. - The South Second Runway at Xi'an is 3,000 meters long and 45 meters wide, increasing the airport's annual passenger capacity to 83 million and cargo capacity to 1 million tons [3]. - The construction of additional runways is part of a broader strategy to enhance airport infrastructure in response to growing domestic and international air traffic, particularly in cities like Wuhan, Lanzhou, and Urumqi [4][5]. Group 2: Future Projections - Xi'an Xianyang International Airport's passenger throughput reached 47 million by December 19, 2025, surpassing the total for the previous year, with flight execution and seat occupancy rates improving [4]. - Shenzhen Airport is projected to exceed 60 million passengers in 2024 and 65 million in 2025, with cargo throughput expected to surpass 2 million tons [5]. - Guangzhou Baiyun International Airport's recent expansion allows it to handle an annual passenger throughput of 120 million and cargo of 3.8 million tons, with future capacity targets set even higher [5].

Core Viewpoint - The expansion of airports in China into the "three-runway era" is significantly enhancing their capacity to accommodate increasing passenger and cargo demands, with 11 airports achieving this status by the end of 2025 [2]. Group 1: Airport Expansion - As of December 25, 2025, 11 airports in China have entered the "three-runway era," with the addition of new runways at airports such as Xi'an Xianyang International Airport and Shenzhen Airport [2]. - The new southern second runway at Xi'an Xianyang International Airport, measuring 3000 meters in length and 45 meters in width, will increase the airport's annual passenger capacity to 83 million and cargo throughput to 1 million tons [2]. - The third runway at Wuhan Tianhe Airport was officially put into operation in January, making it the sixth city in China to have a three-runway airport [3]. Group 2: Future Development and Economic Impact - The development of the aviation economy and low-altitude economy is expected to enhance the cargo transport capabilities of airports, leading to a significant increase in dedicated cargo flights [3]. - The construction of transportation infrastructure must be proactive to balance supply and demand, particularly for major cities, to prevent resource overflow [4]. - Shenzhen Airport is projected to exceed 60 million passengers in 2024 and 65 million in 2025, with cargo throughput expected to surpass 2 million tons for the first time [4]. Group 3: Infrastructure Enhancements - Guangzhou Baiyun International Airport has entered a new operational phase with five runways and three terminals, capable of handling an annual passenger throughput of 120 million and cargo throughput of 3.8 million tons [4]. - The expansion projects at various airports, including the completion of the T3 terminal and the fifth runway at Guangzhou Baiyun International Airport, are crucial for meeting the growing demand for air travel and logistics [4].