证券代码：600004 证券简称：白云机场 公告编号：2025－031 广州白云国际机场股份有限公司 关于 2024 年年度权益分派实施后调整向特定对象发行 A 股股票 发行价格和发行数量的公告 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。 派发现金股利：P1=P0-D 送红股或转增股本：P1=P0/(1+N) 重要内容提示： 鉴于广州白云国际机场股份有限公司（以下简称"公司"）2024 年年度权益 分派已实施完毕，公司 2024 年度向特定对象发行 A 股股票（以下简称"本次发 行"）的发行价格由 7.63 元/股调整为 7.60 元/股，发行数量由不超过 209,698,558 股（含本数）调整为不超过 210,526,315 股（含本数）。除上述调整外，公司本次 发行的其他事项均无变化。 一、公司本次发行的发行价格及数量调整依据 本次发行相关事项已经公司第七届董事会第十三次（临时）会议和第十六次 （临时）会议、第七届监事会第六次（临时）会议和第九次（临时）会议、2024 年第一次临时股东大会审议通过。根据本次发行的发行 ...

Core Insights - The Guangzhou Airport Construction Investment Group has delivered 1,516 sets of resettlement housing, marking the fifth anniversary of the construction of the Baiyun Airport Phase III resettlement area [3][4] - The total investment in the airport Phase III resettlement project has exceeded 88 billion yuan, with 621 buildings completed and 151 buildings handed over [4] Group 1 - The recently delivered 17 buildings are located in the first batch of the resettlement area, covering a total construction area of over 250,000 square meters [4] - The project includes high-quality community commercial facilities and municipal roads, addressing residents' needs and regional development potential [4] - The project is recognized as the largest resettlement area project under construction in Guangdong Province, significantly impacting the livelihoods of many residents [4] Group 2 - The project has implemented advanced technologies such as intelligent construction, green building, and industrialized construction, achieving integration of seven new prefabricated structural systems [4] - Guangzhou Airport Construction Investment Group is also involved in urban village renovation projects in key areas of the city, leveraging its experience from the airport Phase III project [5] - The first phase of resettlement housing construction has commenced in the Huanshan Innovation Source Area, among other projects [5]

Core Viewpoint - The recent data from major airports in Shanghai, Shenzhen, and Guangzhou indicates a continued growth in passenger throughput, particularly in international routes, which is a significant driver for performance recovery [1][2] Group 1: Passenger Traffic Growth - In May, Shanghai Airport reported a passenger throughput of 7.0742 million, a year-on-year increase of 13.03%, with international passenger traffic growing by 25.8% [2] - Shenzhen Airport recorded a passenger throughput of 5.5387 million, up 15.67%, with international routes seeing a substantial increase of 30.99% [2] - Guangzhou Baiyun Airport had a passenger throughput of 6.8636 million, a 14.27% increase, with international passenger traffic rising by 19.87% [2] Group 2: Factors Driving Growth - The combination of the "Labor Day" and "Dragon Boat Festival" holidays in May led to a surge in travel demand, supported by stable flight availability [1] - The implementation of visa-free policies and payment conveniences for inbound travelers has enhanced the attractiveness of China as a travel destination [1][2] Group 3: Financial Performance Improvement - Shanghai Airport's revenue for 2024 is projected to be nearly 12.4 billion, a 12% increase, with net profit expected to reach 2 billion, doubling year-on-year [3] - In Q1 2025, Shanghai Airport reported revenues exceeding 3 billion and net profits over 500 million, reflecting a nearly 35% year-on-year growth [3] Group 4: Challenges and Strategic Responses - Despite the recovery in passenger throughput, international passenger numbers and duty-free sales have not fully returned to pre-2019 levels, impacting overall performance [3] - Airports are focusing on enhancing connectivity with international hubs and expanding routes to Southeast Asia, the Middle East, and other regions to recover international passenger volumes [4] - Airports are also encouraged to improve service quality and explore non-aeronautical revenue streams such as retail and dining to boost profitability [4]

证券代码：600004 证券简称：白云机场 公告编号：2025-030 广州白云国际机场股份有限公司 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。 重要内容提示： ? 每股分配比例 A 股每股现金红利0.157元 ? 相关日期 股份类别 股权登记日 最后交易日 除权（息）日 现金红利发放日 Ａ股 2025/6/26 － 2025/6/27 2025/6/27 ? 差异化分红送转： 否 一、 通过分配方案的股东大会届次和日期 本次利润分配方案经公司2025 年 6 月 5 日的2024年年度股东大会审议 通过。 二、 分配方案 数 ， 每 股 派 发 现 金 红 利 0.157 元 （ 含 税 ）， 共 计 派 发 现 金 红 利 三、 相关日期 股份类别 股权登记日 最后交易日 除权（息）日 现金红利发放日 Ａ股 2025/6/26 － 2025/6/27 2025/6/27 四、 分配实施办法 （1）无限售条件流通股的红利委托中国结算上海分公司通过其资 金清算系统向股权登记日上海证券交易所收市后登记在册并在上海证 券交易所 ...

证券代码：600004 证券简称：白云机场 公告编号：2025-030 广州白云国际机场股份有限公司 2024年年度权益分派实施公告 一、 通过分配方案的股东大会届次和日期 重要内容提示： 每股分配比例 A 股每股现金红利0.157元 相关日期 | 股份类别 | 股权登记日 | 最后交易日 | 除权（息）日 | 现金红利发放日 | | --- | --- | --- | --- | --- | | Ａ股 | 2025/6/26 | － | 2025/6/27 | 2025/6/27 | 差异化分红送转： 否 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。 3. 分配方案： 本次利润分配以方案实施前的公司总股本2,366,718,283股为基 数， 每股派发 现金红 利 0.157 元（ 含税），共 计派发现 金红利 371,574,770.43元。 三、 相关日期 | 股份类别 | 股权登记日 | 最后交易日 | 除权（息）日 | 现金红利发放日 | | --- | --- | --- | --- | --- | | Ａ股 | ...

Core Viewpoint - The article highlights the successful implementation of the "Finger Pointing and Verbal Confirmation" safety method at Baiyun Airport, showcasing its effectiveness in enhancing safety protocols and risk management in aviation operations [1][5][9]. Group 1: Safety Initiatives - Baiyun Airport held a promotional event titled "Safety at Your Fingertips, Defense in Your Heart," focusing on the "Finger Pointing" safety confirmation method and the establishment of a key risk warning system for frontline positions [1][6]. - The "Finger Pointing" method involves personnel using gestures and verbal commands to confirm the safety of critical aircraft components, thereby reducing operational errors [3][5]. - The airport has successfully applied this safety confirmation method across 14 units and 78 core positions, fostering a culture of compliance and proactive safety measures among employees [9]. Group 2: Risk Warning System - Baiyun Airport introduced the "Key Risk Warning System" based on a three-part approach: pre-job awakening, in-job reminders, and post-job alerts, integrating human, material, and mental defenses [6][8]. - The system aims to ensure that frontline employees are aware of key risks and preventive measures at all stages of their work, utilizing large warnings, pictorial signs, and multimedia for effective communication [8][9]. - Over 5,300 warning signs have been posted, and 116 physical risk boards have been placed in various employee areas to enhance risk awareness [9]. Group 3: Expert Validation and Future Plans - Experts from various aviation companies praised the effectiveness of the "Finger Pointing" method in identifying safety hazards and improving operational standards [5][9]. - Baiyun Airport plans to continue strengthening its safety systems and promoting a robust safety culture, aiming to enhance operational safety and efficiency [12].

活动现场设置了FOD防范签名板和FOD桶打卡点，并展示近年来本场实际收集的典型FOD物品，由广 州白云机场股份公司飞行区管理部的工作人员进行现场讲解，增强飞行区作业人员风险感知与防范意 识。随后播放警示视频，提醒各单位高度警惕FOD对航空器运行安全的潜在威胁。 《中国民航报》、中国民航网 记者冯智君 报道：6月17日上午，广州白云机场举办2025年度飞行区FOD 防范宣传活动。本次活动以"人人都是保洁员，查找隐患护平安"为主题，邀请民航广东监管局、广东机 场集团、航空公司、机务、油料、货运等驻场单位及股份公司相关二级单位共同参与。活动通过案例警 示、经验分享、措施研讨等形式，全面提升FOD防范意识，营造"人人参与、共护安全"的良好氛围。 （白云机场供图） 广州白云机场股份公司飞行区管理部作为本次活动主办方，深入分析了当前FOD防范形势及本场运行风 险点，围绕道面管理、航空器保障作业管理、人员培训教育、数据管理四大核心板块，介绍了白云机场 外来物防范能力提升工作方案，并提出三大工作倡议。 GAMECO、南航、机场地勤等单位代表分别结合航空器损伤案例，分享了FOD防控经验。各单位一致 表示将践行"飞行区命运共同体 ...

Investment Rating - The industry investment rating is "Positive" [5] Core Insights - The overall passenger load factor remains high, indicating a recovery in demand compared to the previous year [1][9] - Domestic airlines have increased capacity by 2.8% year-on-year and 4.8% month-on-month in May, driven by seasonal demand from the May Day holiday [2][13] - The passenger load factor for domestic routes improved by 0.6 percentage points month-on-month and approximately 2.8 percentage points year-on-year [29][37] - International routes saw a 20.3% year-on-year increase in capacity, although the growth rate has slowed due to a higher base from the previous year [4][48] - The overall load factor for international routes increased by 3.4 percentage points year-on-year, despite a 1.1 percentage point decrease month-on-month [4][48] Summary by Sections Domestic Routes - Capacity for domestic routes increased by 2.8% year-on-year and 4.8% month-on-month in May, with major airlines showing over 5% growth in capacity due to seasonal factors [2][14] - The overall passenger load factor for domestic airlines rose to 92% in May, recovering from a dip below 90% in April [36][43] - Major airlines have stabilized their ticket sales strategies, contributing to a more predictable pricing environment [3][10] International Routes - International capacity increased by approximately 20.3% year-on-year, with a 1.0% increase month-on-month, indicating a gradual recovery [4][48] - The load factor for international routes improved significantly year-on-year, primarily due to a low base from the previous year [4][48] - The industry anticipates continued pressure on international routes due to capacity management in domestic routes, which may lead to an oversupply situation [50] Airport Throughput - Major airports such as Shanghai and Shenzhen reported significant year-on-year increases in international passenger throughput, with growth rates of 25% and 31% respectively [55][63] - Compared to 2019, international throughput at these airports has also shown strong recovery, indicating a robust rebound in international travel [55][63]

Core Insights - The implementation of the 240-hour visa-free transit policy has significantly increased foreign visitor numbers in Guangdong province, particularly in Guangzhou, with over 10,000 travelers benefiting from the policy in the first six months [1] - The number of travelers utilizing the visa-free transit option has risen by approximately 90% compared to the same period last year, indicating a strong positive impact of the policy on inbound tourism [1] - The majority of foreign visitors arriving through Guangzhou Baiyun International Airport are from Southeast Asia and Europe, with nearly half of them traveling for tourism purposes, positioning Guangzhou as a key entry point for travelers to explore China [1]

Core Insights - The second China-Central Asia Summit is taking place in Astana, Kazakhstan, highlighting the increasing exchanges between China and Central Asia, particularly through Guangzhou Baiyun Airport, which has seen a significant rise in passenger flow from Central Asian countries [1] Group 1: Passenger Flow Statistics - As of June 17, 2023, approximately 28,000 passengers from the five Central Asian countries have traveled through Guangzhou Baiyun Airport, marking a year-on-year increase of over 460%, reaching a historical high [1] - Among the Central Asian countries, Uzbekistan and Kazakhstan have shown the most significant growth in passenger numbers, with approximately 10,000 and 14,000 travelers respectively, reflecting year-on-year increases of over 1200% and 340% [2] Group 2: Visa Policies and Their Impact - The mutual visa exemption policy between China and Kazakhstan, effective from November 10, 2023, is seen as a catalyst for increased passenger flow, while the agreement with Uzbekistan will take effect on June 1, 2025 [2] - The visa exemption policies have made travel more convenient, contributing to the substantial rise in passenger numbers from Central Asian countries [2] Group 3: Immigration Management and Services - Guangzhou Baiyun Border Inspection Station is actively managing passenger flow by dynamically allocating resources and implementing "paperless" customs clearance to enhance the travel experience [4] - The station is also providing multilingual services to ensure smooth passage for travelers, reflecting a commitment to improving immigration management policies [4]