证券代码：600004 证券简称：白云机场 广州白云国际机场股份有限公司 （住所：广州市白云国际机场南工作区自编一号） 关于广州白云国际机场股份有限公司 向特定对象发行股票申请文件的 审核问询函的回复 保荐机构（主承销商） 中国国际金融股份有限公司 （北京市朝阳区建国门外大街 1 号国贸大厦 2 座 27 层及 28 层） 二〇二五年八月 关于广州白云国际机场股份有限公司向特定对象发行股票申请文件的审核问询函的回复 上海证券交易所： 贵所《关于广州白云国际机场股份有限公司向特定对象发行股票申请文件的审核问 询函》（上证上审（再融资）〔2025〕39 号，以下简称"审核问询函"）已收悉。 根据贵所的要求，广州白云国际机场股份有限公司（以下简称"白云机场""发行 人"或"公司"）会同中国国际金融股份有限公司（以下简称"中金公司""保荐机构"）、 北京市奋迅律师事务所（以下简称"发行人律师"）、立信会计师事务所（特殊普通合伙） （以下简称"申报会计师"）等中介机构对审核问询函中所提问题逐项核查，具体回复 如下，请予审核。 7-1-1 关于广州白云国际机场股份有限公司向特定对象发行股票申请文件的审核问询函的回复 说 ...

Group 1 - The summer travel season has seen a significant increase in cross-border travel, with Guangzhou Customs reporting approximately 3.18 million inbound and outbound passengers and 20,000 flights during the period from July 1 to August 30, marking a year-on-year growth of 14% and 10% respectively [1] - Guangzhou Baiyun International Airport is a key international aviation hub in the Guangdong-Hong Kong-Macao Greater Bay Area, with over 230 international and domestic routes and around 2,300 inbound and outbound passenger flights weekly, covering a global network [1] - The average daily passenger flow during the summer travel period exceeded 52,000, an increase of about 8% compared to the pre-summer travel period, with a peak daily passenger flow reaching 57,000 [1] Group 2 - The continuous growth in cross-border travel has prompted airlines to open new routes and increase flight frequencies, with international flight occupancy rates exceeding 80% during the summer travel period [2] - China Southern Airlines has enhanced its international routes, including those to London, Nairobi, Phuket, and Sabah, and has implemented measures to improve passenger flow and efficiency at the Guangzhou hub during peak travel times [2] - The airline has coordinated with inspection units to ensure quick customs clearance for travelers and optimized boarding processes for inbound flights, aiming to provide a smoother and more convenient travel experience [2]

Core Insights - The aviation and airport sector experienced a decline of 0.94% on September 1, with Huaxia Airlines leading the drop [1] - The Shanghai Composite Index closed at 3875.53, up 0.46%, while the Shenzhen Component Index closed at 12828.95, up 1.05% [1] Stock Performance Summary - The following stocks in the aviation and airport sector showed varied performance: - CITIC Haizhi: Closed at 24.77, up 0.20%, with a trading volume of 281,600 shares and a turnover of 695 million yuan [1] - Shanghai Airport: Closed at 32.36, up 0.12%, with a trading volume of 187,500 shares and a turnover of 608 million yuan [1] - HNA Holding: Closed at 1.59, unchanged, with a trading volume of 4.89 million shares and a turnover of 779 million yuan [1] - Xiamen Airport: Closed at 14.95, down 0.07%, with a trading volume of 26,500 shares and a turnover of 39.51 million yuan [1] - Shenzhen Airport: Closed at 7.22, down 0.55%, with a trading volume of 230,700 shares and a turnover of 166 million yuan [1] - Baiyun Airport: Closed at 9.95, down 0.60%, with a trading volume of 252,800 shares and a turnover of 252 million yuan [1] - Air China: Closed at 7.48, down 0.93%, with a trading volume of 617,800 shares and a turnover of 463 million yuan [1] - China Southern Airlines: Closed at 5.97, down 1.16%, with a trading volume of 545,400 shares and a turnover of 326 million yuan [1] - Juneyao Airlines: Closed at 12.43, down 1.35%, with a trading volume of 205,300 shares and a turnover of 256 million yuan [1] - Spring Airlines: Closed at 52.38, down 1.82%, with a trading volume of 74,000 shares and a turnover of 390 million yuan [1] Capital Flow Analysis - The aviation and airport sector saw a net outflow of 293 million yuan from institutional investors, while retail investors contributed a net inflow of 279 million yuan [2] - The following capital flows were noted for specific stocks: - HNA Holding: Net inflow of 45.64 million yuan from institutional investors, but a net outflow of 36.41 million yuan from retail investors [3] - Shenzhen Airport: Net inflow of 13.27 million yuan from institutional investors, with a net outflow of 20.78 million yuan from retail investors [3] - China Southern Airlines: Net outflow of 1.21 million yuan from institutional investors, but a net inflow of 2.78 million yuan from retail investors [3] - Xiamen Airport: Net outflow of 1.79 million yuan from institutional investors, with a net inflow of 178.71 million yuan from retail investors [3] - Huaxia Airlines: Net outflow of 3.68 million yuan from institutional investors, but a net inflow of 542.84 million yuan from retail investors [3] - Air China: Net outflow of 7.48 million yuan from institutional investors, with a net inflow of 38.94 million yuan from retail investors [3] - Juneyao Airlines: Net outflow of 7.64 million yuan from institutional investors, but a net inflow of 682.32 million yuan from retail investors [3] - Spring Airlines: Net outflow of 29.52 million yuan from institutional investors, with a net inflow of 283.88 million yuan from retail investors [3] - Baiyun Airport: Net outflow of 32.34 million yuan from institutional investors, with a net inflow of 239.79 million yuan from retail investors [3]

| | 州白云国际机场停车楼收费标准 Guangzhou Baiyun International Airport Parking Fee Standard | | | | | | --- | --- | --- | --- | --- | --- | | | 24小时内车辆首次进入停车场(不含出租车专用停车区)停放不足15分钟(含)免收停放保管服务费;车辆离 场2小时后重新进场停放不足15分钟(含)免收停放保管服务费;24小时内免收停放保管服务费不超过12次(含)。 Vehicles entering the parking lot for the first time within 24 hours (excluding laxi-only parking areas) and parked for less than 15 minutes (inclusive) will be exempt from parking fees. If the vehicle re-enters and parks for less than 15 minutes (inclusive) after leaving th ...

人民财讯9月1日电，据南方日报消息，这个暑运跨境游持续火热，据广州海关统计，今年暑运期间(7月 1日至8月30日)，广州海关累计监管经广州白云机场（600004）口岸进出境人员约318万人次、进出境航 班2.0万架次，同比分别增长14%和10%。 ...

Core Insights - During the summer travel season from July 1 to August 30, Guangzhou Baiyun Airport saw over 3.18 million inbound and outbound passengers, with a year-on-year increase of 14% [1] - The number of flights during this period reached 20,000, marking a 10% increase compared to the previous year [1] Group 1: Passenger Traffic - The average daily passenger traffic at Guangzhou Baiyun Airport exceeded 52,000, representing an approximate 8% increase compared to the pre-summer travel season [2] - The peak single-day passenger flow reached 57,000 [2] - Popular outbound destinations included Malaysia, Vietnam, Thailand, and Singapore [2] Group 2: Airline Operations - The increase in cross-border travel has led airlines to open new routes and increase flight frequencies [2] - Notable route expansions include flights from Guangzhou to London, Nairobi, Phuket, and Sabah, with international flight occupancy rates exceeding 80% [2]

证券代码：600004 证券简称：白云机场 公告编号：2025－039 广州白云国际机场股份有限公司 关于子公司涉及仲裁的公告 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）仲裁当事人 申请人：迪岸公司 案件所处的仲裁阶段：仲裁受理阶段 上市公司子公司所处的当事人地位：被申请人 涉案的金额：2,098.09 万元 被申请人：广告公司 （二）仲裁事由 广州仲裁委员会于 2025 年 7 月就广告公司与迪岸公司《2023 年 广州白云国际机场 T1 航站楼广告经营合同》仲裁案件作出裁决（详 见公司 2025 年 8 月 5 日披露的《关于子公司收到仲裁裁决书的公告》 （公告编号：2025-034）），广告公司于 2025 年 8 月 6 日向申请人 发送《付款通知书》，因申请人对《付款通知书》内容存在异议，向 广州仲裁委员会提出仲裁申请。 明如下： 一、本次仲裁的基本情况 重要内容提示： 公司全资子公司广州白云国际广告有限公司（以下简称"广告公 司"、"被申请人"）近日收到广州仲裁委员会《仲裁通知书》，广 州仲裁委员会受理 ...

羊城晚报讯 记者詹淑真、通讯员机场宣摄影报道：记者从广州白云国际机场了解到，为推动服务品牌升级、持续提升服务质量，白云机场全面启用全新设计的登机牌。此次升级从旅客体验出发 新版登机牌特别放大航班号、登机口、登机时间、座位号等关键信息的字体尺寸，并优化排版布局、强化信息层级，提升老年旅客及视力不便人群的读取便捷性。 此外，新版登机牌还隐藏着一项实用"彩蛋"。旅客只需扫描登机牌上的专属二维码，即可快速关注"机场通"服务平台，实时查询航班动态、行李状态、机场交通指引等一站式出行信息。现场正 新版登机牌首次采用了"三色飞机舷窗"设计来直观显示航班登机状态。舷窗造型选用"天际蓝、金穗黄、春风绿"三种颜色，分别对应白云机场三座航站楼的外观主色调，以"一色一楼"的视觉语 编辑：邬嘉宏 ...

Core Insights - The aviation and airport sector saw a slight increase of 0.39% on August 28, with Baiyun Airport leading the gains [1] - The Shanghai Composite Index closed at 3843.6, up 1.14%, while the Shenzhen Component Index closed at 12571.37, up 2.25% [1] Stock Performance - Baiyun Airport (600004) closed at 9.94, up 1.02% with a trading volume of 289,200 shares and a turnover of 286 million yuan [1] - China Eastern Airlines (600115) closed at 4.15, up 0.97% with a trading volume of 1,051,800 shares and a turnover of 43.5 million yuan [1] - HNA Holding (600221) closed at 1.58, up 0.64% with a trading volume of 5,617,700 shares and a turnover of 887 million yuan [1] - Shenzhen Airport (000089) closed at 7.21, up 0.42% with a trading volume of 224,900 shares and a turnover of 162 million yuan [1] - Shanghai Airport (600009) closed at 32.65, up 0.40% with a trading volume of 159,000 shares and a turnover of 519 million yuan [1] - China National Aviation (601111) closed at 7.55, up 0.40% with a trading volume of 718,000 shares and a turnover of 538 million yuan [1] - Xiamen Airport (600897) closed at 14.94, up 0.34% with a trading volume of 29,500 shares and a turnover of 43.81 million yuan [1] - China Southern Airlines (600029) closed at 6.03, up 0.33% with a trading volume of 654,400 shares and a turnover of 393 million yuan [1] - Spring Airlines (601021) closed at 54.00, unchanged with a trading volume of 62,700 shares and a turnover of 337 million yuan [1] - Juneyao Airlines (603885) closed at 12.54, down 0.08% with a trading volume of 209,000 shares and a turnover of 262 million yuan [1] Capital Flow - The aviation and airport sector experienced a net outflow of 232 million yuan from institutional investors, while retail investors saw a net inflow of 219 million yuan [2] - The detailed capital flow for individual stocks shows varying trends, with some stocks experiencing significant outflows from institutional investors [3] Individual Stock Capital Flow - Shenzhen Airport (000089) had a net outflow of 30.91 million yuan from institutional investors, with a retail net inflow of 22.64 million yuan [3] - Juneyao Airlines (603885) had a net inflow of 3.39 million yuan from institutional investors, but a net outflow of 10.06 million yuan from retail investors [3] - China National Aviation (601111) saw a net outflow of 8.40 million yuan from institutional investors, with a retail net inflow of 7.28 million yuan [3] - China Eastern Airlines (600115) had a net outflow of 37.44 million yuan from institutional investors, with a retail net inflow of 22.91 million yuan [3]

Investment Rating - The investment rating for the company is "Buy" (maintained) [2] Core Insights - The company reported a significant increase in profit for the first half of 2025, with total revenue reaching 3.73 billion yuan, a year-on-year growth of 7.7%, and a net profit attributable to shareholders of 750 million yuan, up 71.3% [7] - The operational data shows a steady increase in various business metrics, including flight takeoffs and landings at 265,800 times, passenger throughput of 40.04 million, and cargo throughput of 116,890 tons, reflecting year-on-year growth of 7%, 9%, and 2% respectively [7] - The third phase expansion project of the airport is expected to be operational by the end of the year, which will significantly enhance the airport's capacity [7] Financial Data Summary - For the first half of 2025, the company achieved total revenue of 3.73 billion yuan, with aviation revenue at 1.57 billion yuan (up 9.4%) and non-aviation revenue at 2.15 billion yuan (up 6.5%) [7] - The gross profit margin improved to 28.9%, an increase of 1.3 percentage points year-on-year, due to a lower growth rate in operating costs [7] - The forecast for net profit attributable to shareholders for 2025 is adjusted to 1.376 billion yuan, with estimates for 2026 and 2027 at 935 million yuan and 1.005 billion yuan respectively [7][8]