一、上述数据本月数为快报数据，与实际数据可能存在差异。 二、因存在其他形式的飞行，部分项目分项数字之和与总计数存在 差异。 三、上述运输生产数据源自公司内部统计，仅供投资者参考。 广州白云国际机场股份有限公司董事会 2025 年 9 月 13 日 证券代码：600004 证券简称：白云机场 公告编号：2025-043 广州白云国际机场股份有限公司 2025 年 8 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： 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） 48,164.00 5.96% 362,386.00 7.00% 其中：国内航线 37,769.00 5.20% 283,562.00 5.15% 地区航线 393.00 -5.30% 3,005.00 -2.69% 国际航线 10,002.00 9.47% 75,819.00 15.00% 二、旅客吞吐量（人次） 7,338,365.00 4.33% 54,497,274.00 8.16% 其中：国内航线 5, ...

Group 1 - The core viewpoint of the article highlights the operational performance of Baiyun Airport in August, showing positive growth in key metrics [1] Group 2 - In August, the number of takeoffs and landings reached 48,164, representing a year-on-year increase of 5.96% [1] - The passenger throughput was 7.3384 million, reflecting a year-on-year growth of 4.33% [1] - The cargo and mail throughput amounted to 202,000 tons, which is a year-on-year increase of 1.59% [1]

Core Viewpoint - Baiyun Airport (600004.SH) reported an increase in passenger and cargo throughput for August, indicating a positive trend in operational performance [1] Group 1: Passenger Traffic - In August, the passenger throughput reached 7.3384 million, representing a year-on-year growth of 4.33% [1] Group 2: Cargo Traffic - The cargo and mail throughput for August was 202,000 tons, showing a year-on-year increase of 1.59% [1]

Group 1 - The 2025 International Airport Expo successfully concluded in Guangzhou, showcasing China's global influence in aviation and the international hub appeal of Guangzhou Baiyun International Airport [1][3] - The expo featured over 2,000 industry leaders and experts from more than 70 countries, with an exhibition area exceeding 40,000 square meters, highlighting advanced technologies such as AI smart security checks and digital twin airport platforms [1][3] - A total of 49 keynote speeches and 4 professional seminars were held, focusing on topics like smart airports, green low-carbon initiatives, and travel integration, demonstrating the high-quality development of China's civil aviation [3] Group 2 - The 2024 Airport Service Quality (ASQ) awards ceremony recognized 181 awards across 95 airports globally, with Guangzhou Baiyun International Airport winning the title of "Best Airport in the Asia-Pacific Region for Passenger Throughput Over 40 Million" and retaining the title of "Cleanest Airport in the Asia-Pacific Region" [3] - Guangzhou Baiyun International Airport serves as a key hub connecting the Guangdong-Hong Kong-Macao Greater Bay Area to the world, with over 230 domestic and international routes and more than 1,700 international and regional flights weekly [3] - The airport's upcoming T3 terminal, featuring smart facilities and green design, has received praise from international airline representatives, laying a solid foundation for future new routes [3]

Core Insights - The 2025 International Airport Council (ACI) Airport Experience Global Conference opened in Guangzhou, marking the first time this event is held in China, focusing on upgrading airport experiences and exploring future directions for enhancing airport services and human experiences [1][3] Group 1: Conference Overview - The conference is hosted by Guangzhou Baiyun International Airport, with the theme "Reshaping Human Experience," emphasizing the global trend towards intelligent and human-centered airport transformations [3] - The event showcases innovative technologies such as artificial intelligence, biometrics, and immersive technologies, aiming to create a seamless, inclusive, and memorable journey for travelers [3][4] - ACI predicts that by 2042, China's airport passenger throughput will exceed 3 billion, more than double that of 2024, and will reach nearly 3.9 billion by 2053, highlighting the immense potential of the Chinese aviation market [3][4] Group 2: Airport Performance - Guangzhou Baiyun International Airport ranked 10th globally in aircraft takeoffs and landings in 2024, with a total of 512,004 takeoffs, representing a year-on-year increase of 12.3% [4] - The airport's cargo throughput reached 2.3737 million tons in 2024, placing it 9th globally, with a year-on-year growth of 16.9% [4] Group 3: Innovations and Initiatives - The "First Flight Worry-Free" program was launched by Tongcheng Travel to better serve first-time travelers, with 26 airports participating as of August, covering major cities like Guangzhou, Hangzhou, and Wuhan [6] - The program aims to provide a market-oriented service model while retaining some public welfare attributes, creating opportunities for airports and airlines to attract new customers [6] Group 4: Technological Advancements - The conference featured advanced travel technologies and construction innovations, including the 6S non-stop construction technology, which minimizes disruption during airport renovations [7] - The "Zero Altitude House," developed by China State Construction Engineering Corporation, utilizes advanced environmental control technology to adjust indoor conditions rapidly, demonstrating significant innovation in airport construction [8] Group 5: Future Developments - The T3 terminal construction is nearing completion, featuring design elements that reflect local culture and enhance passenger experience through smart navigation and real-time luggage tracking [9] - The integration of innovative solutions in the aviation sector is expected to make travel more convenient, comfortable, and efficient, bringing the concept of "smart travel" into everyday reality [9]

Group 1 - Baiyun Airport's stock price decreased by 0.52% on September 10, with a trading volume of 98.77 million yuan [1] - The financing data on September 10 shows a financing buy amount of 12.56 million yuan and a financing repayment of 13.39 million yuan, resulting in a net financing buy of -0.83 million yuan [1] - As of September 10, the total balance of margin trading for Baiyun Airport is 400 million yuan, with a financing balance of 399 million yuan, accounting for 1.75% of the circulating market value, which is below the 40th percentile level over the past year [1] Group 2 - As of June 30, Baiyun Airport had 81,900 shareholders, a decrease of 8.39% from the previous period, while the average circulating shares per person increased by 9.15% to 28,905 shares [2] - For the first half of 2025, Baiyun Airport achieved an operating income of 3.726 billion yuan, a year-on-year increase of 7.68%, and a net profit attributable to shareholders of 750 million yuan, a year-on-year increase of 71.32% [2] Group 3 - Baiyun Airport has cumulatively distributed 5.88 billion yuan in dividends since its A-share listing, with 548 million yuan distributed in the past three years [3] - As of June 30, 2025, the second-largest circulating shareholder is Hong Kong Central Clearing Limited, holding 33.05 million shares, an increase of 14.27 million shares from the previous period [3] - Other notable shareholders include Southern CSI 500 ETF, holding 17.55 million shares, and E Fund Yuxiang Return Bond A, holding 15.23 million shares, both of which have increased their holdings compared to the previous period [3]

Core Viewpoint - The article discusses the competitive landscape of international airports in China, particularly focusing on Guangzhou Baiyun International Airport and its role in the Greater Bay Area, highlighting the ongoing expansion and development efforts to enhance its status as a major aviation hub [1][2][5]. Group 1: Airport Performance and Rankings - In the first half of the year, Shanghai Pudong International Airport led in passenger traffic with 41.16 million, a year-on-year increase of 11.6%, while Guangzhou Baiyun Airport followed closely with 40.04 million passengers, up 7.03% [6]. - According to ACI's 2025 global airport traffic dataset, Shanghai Pudong, Guangzhou Baiyun, and Beijing Capital Airports rank among the top twenty globally, with Pudong rising to the tenth position, an increase of eleven places from 2023 [6]. Group 2: Infrastructure Development - Baiyun Airport is undergoing significant expansion, with the completion of Terminal 3 expected to increase its annual passenger capacity to 120 million and cargo capacity to 3.8 million tons, positioning it among the world's leading airports [11]. - The new airport in the Pearl River Delta, located in Foshan, is under construction and is projected to be operational by 2028, with an expected passenger throughput of 30 million by 2035 and over 60 million by 2050 [12]. Group 3: Competitive Landscape - Cities with "dual airport" systems, such as Shanghai and Beijing, have a competitive advantage in attracting international traffic, with Shanghai projected to exceed 124 million passengers in 2024, marking a 29% increase [7]. - The article notes that Guangzhou's single airport model may limit its competitive edge compared to cities with dual airports, which can better manage flight operations and enhance service experiences [7][8]. Group 4: Regional Cooperation and Future Outlook - The Greater Bay Area is working towards establishing a "world-class airport cluster," with collaboration among the five major airports in the region to enhance operational efficiency and safety [12]. - The ongoing expansion and development of airports in the region reflect a broader trend of increasing international connectivity and economic vitality, positioning Guangzhou as a key player in the aviation sector [10][11].

Core Insights - The internationalization of a city is often perceived through its airport infrastructure [2] - Guangzhou is competing with Beijing and Shanghai as an international aviation hub, with Baiyun Airport aiming to enhance its capacity and services [2][4] - The construction of the new airport in the Pearl River Delta is expected to further strengthen Guangzhou's position in the aviation sector [12] Industry Overview - China's civil aviation industry is rapidly recovering, with an increase in international flight routes and passenger volumes [2] - In the first half of the year, Shanghai Pudong Airport led in passenger traffic, followed by Guangzhou Baiyun Airport and Beijing Capital Airport [2][5] - Baiyun Airport is set to expand its capacity significantly, aiming for an annual passenger throughput of 120 million and cargo capacity of 3.8 million tons [2][9] Competitive Landscape - The 2025 International Airport Expo held in Guangzhou highlighted the city's growing influence in the aviation sector, attracting representatives from over 70 countries [4] - Baiyun Airport has been recognized for its service quality, winning the title of "Excellent Service Airport" for facilities handling over 10 million passengers [4] - Comparatively, cities with "dual airport" systems, such as Shanghai and Beijing, have a competitive edge in attracting international traffic and enhancing service efficiency [6][7] Future Developments - The new airport in the Pearl River Delta is projected to be operational by 2028, with an expected passenger throughput of 30 million by 2035 and over 60 million by 2050 [12] - The Greater Bay Area aims to establish a "world-class airport cluster," with collaboration among major airports in the region to enhance operational efficiency and safety [10][13] - Ongoing expansions and new airport projects across China indicate a strong focus on improving aviation infrastructure to boost economic growth and international connectivity [8]

Core Viewpoint - The 2025 International Airport Expo and the 10th China Airport Service Conference showcased advancements in airport technology, emphasizing the integration of AI, robotics, and digital solutions to enhance operational efficiency and passenger experience [2][4][8]. Group 1: Technological Innovations - The expo featured over 300 leading global companies presenting innovations such as baggage handling robots, smart boarding gates, and flight safety monitoring systems, accelerating the transition to smart airports [4]. - Guangzhou Baiyun International Airport's new T3 terminal is highlighted as the world's largest single terminal project, utilizing smart construction technologies and lifecycle monitoring to enhance efficiency [4][5]. - The introduction of a comprehensive digital foundation aims to streamline data flow throughout the airport construction and operation processes, reducing rework and improving resource allocation [5]. Group 2: Human-Centric Design - The integration of AI and biometric technologies is focused on creating seamless travel experiences and efficient employee workflows, enhancing overall passenger satisfaction [6][8]. - Innovations such as flexible baggage handling robots and four-legged inspection robots are designed to improve operational efficiency and security, reducing the physical burden on airport staff [6][7]. - The design of the new T3 terminal incorporates elements of human care and cultural expression, aiming to transform the travel experience into an immersive journey [7]. Group 3: Industry Collaboration - The expo served as a platform for collaboration among over 2,000 experts from more than 170 airports and 190 aviation-related enterprises, showcasing the collective strength of the aviation industry's innovation capabilities [2][3]. - Various companies presented solutions for comprehensive airport management, including water safety management and intelligent parking guidance systems, indicating a trend towards integrated smart airport ecosystems [8].

Group 1 - The 2025 ACI Airport Experience Global Summit opened in Guangzhou, marking the first time this premier aviation event is held in China, attracting airport managers and industry leaders to explore future directions for airport service enhancement and human experience transformation [1][2] - The summit focuses on the global trend of airports transitioning towards smart and human-centered services, showcasing the application of innovative technologies such as artificial intelligence, biometrics, and immersive technologies to create a seamless, inclusive, and memorable journey for travelers [1][2] - According to ACI's forecast, China's airport passenger throughput is expected to exceed 3 billion by 2042 and reach nearly 3.9 billion by 2053, highlighting the immense potential and vitality of the Chinese aviation market, which provides rich application scenarios for global airport industry innovation [1] Group 2 - Guangzhou Baiyun International Airport is experiencing continuous growth in passenger volume, ranking 10th globally in aircraft movements with 512,004 takeoffs and landings in 2024, a 12.3% increase year-on-year, and 9th in cargo throughput with 2.3737 million tons, a 16.9% increase [2] - The summit will feature multiple thematic discussions and industry experience exchanges centered on "reshaping the human experience," along with the ASQ awards ceremony, where 95 airports received 181 awards, including 10 airports recognized in the ACI Director General's Excellence Airport list [2]