2月22日，正值农历正月初六春运返程高峰，恰逢白云机场T3航站楼国际业务开启满一个月，广州白云 机场口岸出入境客流持续高位运行。记者从白云出入境边防检查站了解到，截至2月22日0时，2026年春 节假期期间（廿八至初六），白云机场口岸出入境人员累计超37万人次，较2025年春节同期，增长 23.3%，创历史同期新高。 ...

马年春节假期期间，全国消费再迎高峰。 商务大数据显示，2026年春节假期前两天，全国重点零售和餐饮企业日均销售额较2025年春节前两天增 长10.6%。2月15日，商务部重点监测的78个步行街（商圈）客流量、营业额比去年假期第一天分别增 长23.2%、33.2%。 与此同时，一批"洋年货"也迎来消费热潮。广州海关公布数据显示，2026年1月，广州白云机场 （600004）海关累计监管进口鲜活水产品、时令水果、鲜切花等新春年货超1200批次，货值超3.6亿 元。以龙虾为例，广州白云机场口岸进口龙虾货值达到4700余万元，环比增长超80%。 迈入2月，进口生鲜继续迎来年度备货高峰。 2月13日，一批来自马来西亚的新鲜山竹就搭乘南航CZ350航班从吉隆坡飞抵广州白云国际机场。这批 山竹产自马来西亚优质产区，采摘后迅速完成预冷、分级、包装等前置处理，全程由南方航空 （600029）物流股份有限公司（以下简称"南航物流"）提供一体化冷链物流解决方案。 "从2月9日到春节前，每一天都有超10吨山竹从吉隆坡果园直飞广州。"南航物流相关负责人表示。据统 计，春运以来，南航物流在广州地区保障进口生鲜冷链货物已较春运前增长超10 ...

Core Viewpoint - The introduction of the "Blue Vest" service team at Baiyun Airport represents a new initiative aimed at enhancing passenger experience and service quality, aligning with the airport's "Spring Breeze Service" brand [1][5]. Group 1: Service Team Overview - The "Blue Vest" team consists of 61 service professionals who will operate across the three terminals (T1, T2, T3) of Baiyun Airport [5]. - Team members include award-winning service personnel, experienced staff, and language specialists, all recognized as top performers in their roles [5]. Group 2: Service Philosophy and Goals - The slogan of the "Blue Vest" team is "Airport Family, Most Sincere Service," emphasizing their role as reliable helpers for travelers [5]. - The initiative aims to proactively identify and address passenger needs, ensuring that every traveler feels supported during their time at the airport [5]. Group 3: Future Commitment - The launch of the "Blue Vest" team is a continuation and deepening of the "Spring Breeze Service," with a commitment to ongoing service quality improvement [5]. - Baiyun Airport aims to transform the "Blue Vest" into a symbol of care and support for travelers, enhancing their overall travel experience [5].

Core Viewpoint - Baiyun Airport emphasizes the importance of focusing on core business and solid operations as the most fundamental and sustainable path to enhance shareholder value [2] Group 1: Company Insights - Baiyun Airport encourages investors to pay attention to the annual report, specifically the sections on "Management Discussion and Analysis" and "Main Business Analysis" for key disclosures [2] - The company's stock performance in the secondary market is influenced by a combination of macroeconomic cycles, industry policy environment, market sentiment, and capital flows [2]

Core Viewpoint - The company, Guangzhou Baiyun International Airport Co., Ltd., is engaging in a joint investment to establish a new duty-free company in Guangzhou, which is expected to enhance its business operations in the Greater Bay Area [2]. Group 1: Company Overview - Guangzhou Baiyun International Airport Co., Ltd. is a state-owned enterprise controlled by the Guangdong Provincial Government [3]. - The company primarily operates in air transportation, with a significant opportunity to benefit from the development of the Greater Bay Area [4]. - The company's main business revenue composition includes: aviation services (81.08%), ground services (8.60%), VIP services (6.08%), advertising (5.26%), equipment maintenance (3.59%), catering services (3.22%), information technology (2.79%), and ground transportation services (2.27%) [8]. Group 2: Financial Performance - For the period from January to September 2025, the company achieved an operating income of 5.697 billion yuan, representing a year-on-year growth of 7.48%, and a net profit attributable to shareholders of 1.096 billion yuan, reflecting a significant increase of 64.06% [8]. - The company has distributed a total of 5.88 billion yuan in dividends since its A-share listing, with 548 million yuan distributed over the past three years [9]. Group 3: Investment and Market Activity - The company plans to invest 4.5 million yuan in the new duty-free company, representing 10% of its registered capital [2]. - Recent market activity shows a net outflow of 14.92 million yuan from the main funds, indicating a reduction in holdings over the past three days [5][6]. - The average trading cost of the company's shares is 9.54 yuan, with the current stock price near a support level of 9.37 yuan [7].

Core Insights - Guangzhou Baiyun International Airport ranked first in the comprehensive evaluation of 42 major airports in China, achieving a score of 96.1 in the "Comprehensive Evaluation Report on Smart Civil Aviation Construction (2024)" released by the Civil Aviation Administration of China [1] Group 1: Smart Services - Baiyun Airport aims to enhance the travel experience through a digital transformation, integrating smart devices with human care to create a seamless travel service system [2] - The airport plans to handle over 80 million passengers by 2025, supported by an intelligent service system that includes self-check-in, self-baggage drop, and self-boarding, significantly reducing travel time [3] - The AISP platform provides personalized flight updates and commercial service recommendations, achieving over 15 million clicks annually, serving as an essential "smart guide" for travelers [3] Group 2: Smart Security - Baiyun Airport has developed a smart security system focused on "full perception, intelligent collaboration, and seamless passage," enhancing passenger security and efficiency [4] - The airport's baggage handling system utilizes RFID technology for real-time tracking throughout the entire baggage lifecycle, ensuring transparency and traceability [5] - A comprehensive security management system integrates various data sources for real-time monitoring and rapid response to security threats [6][7] Group 3: Intelligent Operations - Baiyun Airport has established a smart operational support system that covers flight operations, resource allocation, terminal management, and traffic scheduling, transitioning from passive response to proactive control [9] - The airport's collaborative decision-making system optimizes resource allocation for flight operations, improving on-time performance and operational efficiency [9][11] - The airport has implemented a dynamic traffic management system to enhance ground transportation efficiency and ensure seamless connections for passengers [14] Group 4: Future Developments - Baiyun Airport plans to advance its digital transformation with 60 new digital projects and the addition of 81 digital employees by 2025, aiming for 100% automated flight plan integration [17] - The airport will deepen data governance and enhance its data service platform, transitioning to a unified intelligent scheduling platform and promoting the use of autonomous vehicles [17][18] - The airport aims to solidify its leading position in the industry and contribute to the development of a world-class airport cluster in the Guangdong-Hong Kong-Macao Greater Bay Area [18]

Core Viewpoint - Guangzhou Baiyun International Airport's T3 terminal has successfully commenced operations during the Spring Festival travel rush, showcasing a vibrant atmosphere and efficient passenger flow management, reflecting the strong vitality of the "flowing Spring Festival" [1][2]. Passenger Flow and Growth - Since the start of the Spring Festival on February 2, 2026, the passenger flow at Guangzhou Baiyun Airport has steadily increased, with over 370,000 passengers checked in the first week, marking an 18.8% increase compared to the same period in 2025, setting a new historical record [2][3]. - From January 1 to February 6, 2026, the total number of inbound and outbound passengers exceeded 2 million, a 18.5% year-on-year increase, occurring 7 days earlier than in 2025 [2]. Inbound and Outbound Trends - The first week of the Spring Festival saw a significant "return home" trend, with over 130,000 Chinese citizens returning, a 76.2% increase compared to the previous year, and the number of inbound Chinese citizens surpassing outbound travelers by 18.8% [3]. - The outbound tourism market is also thriving, with outbound Chinese citizens increasing by 12.2% compared to 2025, primarily traveling to Thailand, Malaysia, Australia, Vietnam, and Singapore [3]. International Visitor Attraction - The airport has seen a rise in foreign visitors, with over 100,000 foreigners checked in the first week, a 16% increase from 2025, driven by policies such as visa exemptions and the 240-hour transit visa [4]. - The number of inbound foreign visitors increased by 15.1%, with over 2,400 foreigners holding long-term visas entering China, reflecting a growing interest in experiencing the Chinese New Year [4]. Business Travel Surge - The APEC meeting in Guangdong has led to a peak in business travel, with over 5,000 foreign business visa holders entering China, a 135% year-on-year increase, and 340 travelers with APEC business travel cards, up over 120% [5]. - The Guangdong region's role as a hub for international trade and business is emphasized, with increasing foreign business travelers utilizing the Spring Festival period for trade cooperation and business discussions [5]. Service Enhancements - Guangzhou Baiyun Airport's border inspection station is focused on improving service efficiency and passenger experience through the implementation of smart technologies and streamlined processes, including the introduction of multilingual staff to assist international travelers [6]. - The airport aims to maintain a high level of service during the ongoing Spring Festival travel rush, ensuring quick customs clearance and a pleasant travel experience for all passengers [6].

广州白云国际机场股份有限公司 董事会投资审查与决策委员会议事规则 （2026 年修订） 第一章 总则 第一条 为进一步提高广州白云国际机场股份有限公司（"公司"） 投资工作的审查的效率，降低投资风险，根据《公司法》《上市公司 治理准则》《广州白云国际机场股份有限公司章程》（"公司章程"） 及其他有关规定，公司特设立董事会投资审查与决策委员会（"委员 会"），并制定本议事规则。 第二条 委员会是董事会下设的专门工作机构，主要负责对公司 （包括公司的控股子公司及受公司实际控制的法人实体）的投资项目 进行研究和审核，为董事会决策提供专业意见和建议。 第三条 本规则中的投资指公司通过新设、收购股权、认购增资、 认购可转换公司债券、协议安排或其他方式取得其他企业所有权、管 理权、分红权或其他权益的行为。 第四条 公司的固定资产投资按公司章程的相关规定办理。 第二章 人员组成 第五条 委员会由五名委员组成，委员会委员应同时是公司董事， 其中过半数的委员须为公司独立董事。 第六条 委员会委员由董事长、过半数独立董事或者全体董事的 三分之一提名，并由董事会选举产生。 第七条 委员会设主任委员（召集人）一名，由独立董事担任。 ...

广州白云国际机场股份有限公司 董事会合规委员会议事规则 （2026 年修订） 第一章 总则 第一条 为确保广州白云国际机场股份有限公司（以下简称"公 司"）决策的合规性，提升公司治理水平，公司董事会设合规委员会， 为董事会提供合规决策建议，并制定《广州白云国际机场股份有限公 司合规委员会议事规则》（以下简称"本规则"）。 第二章 人员组成 第二条 合规委员会由三名委员组成，由公司董事会选举产生。 合规委员会设主任委员一名，由具有法律专业背景或具有合规工 作胜任能力的独立董事担任，负责主持委员会工作，主任委员由董事 会在委员中确认；其他两名委员可由公司董事或独立董事担任。 第三章 决策程序 第五条 合规委员会会议由主任委员召集和主持。主任委员不能 主持的，应当指定一名委员或由其余两名委员协商推选其中一名委员 代为履行职责。 第六条 合规委员会会议分为定期会议和临时会议。合规委员会 - 1 - 每年应当至少召开一次定期会议。主任委员认为有必要时或者两名委 员联名提议时，可以召开临时会议。 第七条 合规委员会会议可采取现场会议、视频会议、电话会议 或其他电子方式召开。 第八条 合规委员会会议表决方式为举手或投票表决 ...

广州白云国际机场股份有限公司 董事会审计委员会议事规则 （2026 年修订） 第一章 总则 第一条 为使董事会审计委员会规范、高效地开展工作，公司董 事会根据《公司法》《上市公司独立董事管理办法》《上市公司治理 准则》《上海证券交易所股票上市规则》《上海证券交易所上市公司 自律监管指引第 1 号——规范运作》和《广州白云国际机场股份有限 公司章程》（以下简称《公司章程》）、《广州白云国际机场股份有 限公司董事会议事规则》等有关规定，制定本议事规则。 第二条 审计委员会是董事会下设专门委员会，对董事会负责并 报告工作。审计委员会依据法律法规、上海证券交易所规定、《公司 章程》、本议事规则的规定和董事会授权独立履行职权，不受公司任 何其他部门和个人的非法干预。 第三条 除另有规定外，审计委员会的提案应当提交董事会审议 决定。 第二章 人员组成 第四条 审计委员会成员由三名不在公司担任高级管理人员的董 事组成，由公司董事会选举产生。其中过半数的委员须为公司独立董 事，公司董事会成员中的职工代表可以成为审计委员会成员。 第五条 审计委员会设主任一名，由独立董事中的会计专业人士 担任。 审计委员会主任负责召集和主持审计 ...