证券代码：600004 股票简称：白云机场 公告编号：2025－023 三、参加人员 出席本次会议的公司人员：公司董事长、总经理王晓勇先生， 独立董事陆正华女士，副总经理戚耀明先生、张建诚先生，董事会秘 书段冬生先生、财务部副部长劳晓梅女士。 四、投资者参加方式 广州白云国际机场股份有限公司 关于2024 年度暨2025 年第一季度业绩说明会情况公告 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、交流会类型 本次业绩交流会以网络方式举行，公司管理层就公司 2024 年度 暨 2025 年第一季度经营成果、财务状况等与投资者进行了互动交流。 二、交流会召开的时间、地点 （一）会议召开时间：2025 年 5 月 13 日上午 10:00-11:00 （二）会议召开网址：上海证券交易所上证路演中心（网址： https://roadshow.sseinfo.com/） 投资者以网络提问形式，就所关心的问题与公司参会人员进行 了沟通交流。 五、会议主要内容 本次业绩交流会的主要内容详见附件。 特此公告。 广州白云国际机场股份有限公 ...

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。 广州白云国际机场股份有限公司董事会 重要说明： 2025 年 5 月 10 日 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。 证券代码：600004 证券简称：白云机场 公告编号：2025-022 广州白云国际机场股份有限公司 2025 年 4 月生产经营数据快报 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） 44,371.00 25.18% 176,439.00 5.39% 其中：国内航线 34,482.00 26.65% 137,801.00 2.19% 地区航线 386.00 -2.53% 1,527.00 -0.33% 国际航线 9,503.00 21.44% 37,111.00 19.58% 二、旅客吞吐量（人次） 6,663,566.00 26.31% 26,722,353.00 7.43% 其中：国内航线 ...

Core Insights - Baiyun Airport (600004) reported significant growth in operational data for April 2025, indicating a strong recovery in air travel demand post-pandemic [1] Operational Performance - The total number of takeoffs and landings reached 44,371, representing a year-on-year increase of 25.18% [1] - Domestic flights accounted for 34,482 takeoffs, up 26.65% year-on-year [1] - Regional flights saw a slight decline, with 386 takeoffs, down 2.53% year-on-year [1] - International flights totaled 9,503, marking a 21.44% increase compared to the previous year [1] Passenger Traffic - Passenger throughput reached 6.6636 million, reflecting a year-on-year growth of 26.31% [1] - Domestic passenger numbers were 5.2373 million, up 26.72% year-on-year [1] - Regional passenger traffic was 58,747, showing a modest increase of 0.66% [1] - International passenger volume reached 1.3675 million, with a year-on-year growth of 26.13% [1] Cargo and Mail Volume - Cargo and mail throughput totaled 198,800 tons, representing a year-on-year increase of 6.80% [1] - Domestic cargo volume was 68,530.57 tons, up 15.92% year-on-year [1] - Regional cargo volume decreased slightly to 6,586.41 tons, down 0.62% year-on-year [1] - International cargo volume reached 123,700 tons, reflecting a year-on-year growth of 2.73% [1]

Investment Rating - The report rates the transportation industry as "Outperform the Market" [1] Core Insights - COSCO Shipping Specialised Carriers reported a revenue of 5.196 billion yuan in Q1 2025, a year-on-year increase of 51.47%, with a net profit of 345 million yuan, up 1.56% [2][12] - HNA Holding achieved a revenue of 65.236 billion yuan in 2024, reflecting an 11.25% increase, while Guangzhou Baiyun Airport's net profit doubled [2][14] - YTO Express reported a business volume growth of 25.32% in 2024, with a total logistics value of 91 trillion yuan in Q1 2025, marking a 5.7% year-on-year increase [2][18] Summary by Sections 1. Industry Hot Events - COSCO Shipping Specialised Carriers maintained steady growth despite global shipping market volatility, with a Q1 revenue of 5.196 billion yuan, a 51.47% increase year-on-year [12] - HNA Holding's 2024 revenue reached 65.236 billion yuan, an 11.25% increase, while Guangzhou Baiyun Airport's net profit surged by 109.51% [14][16] - YTO Express's business volume grew by 25.32% in 2024, with a logistics total of 91 trillion yuan in Q1 2025, up 5.7% year-on-year [18][19] 2. Industry High-Frequency Data Tracking - In April 2025, domestic air cargo flights decreased by 1.67% year-on-year, while international flights increased by 25.08% [33] - The SCFI index for container shipping reported a decrease of 1.66% week-on-week, while the PDCI index for domestic shipping increased by 0.67% [40] - In March 2025, express delivery volume rose by 20.30% year-on-year, with total revenue reaching 124.6 billion yuan [51] 3. Company Performance - COSCO Shipping Specialised Carriers added 13 new vessels in Q1 2025, increasing total capacity to 691.5 thousand deadweight tons, a 12.53% increase from the end of 2024 [13] - HNA Holding's passenger transport volume exceeded 68 million in 2024, a 14.36% increase, with international passenger transport volume growing by 132.68% [15] - YTO Express's capital expenditure exceeded 6.7 billion yuan in 2024, focusing on automation upgrades and expanding its logistics network [19]

证券代码：600004 股票简称：白云机场 公告编号：2025－021 广州白云国际机场股份有限公司 关于子公司收到仲裁裁决书的公告 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。 重要内容提示： 案件所处的仲裁阶段：裁决阶段 上市公司子公司所处的当事人地位：（2024）穗仲案字第 12064 号案件被申请人，（2024）穗仲案字第 19244 号案件申请人（反请求 被申请人） 2023 年 9 月，因北京沃捷未按《广告经营合同》约定履行义务， 二号航管公司根据《广告经营合同》违约终止条款的约定，书面告知 北京沃捷即日起解除《广告经营合同》，详见公司于 2023 年 9 月 26 日披露的《关于解除二号航站楼及 GTC 广告媒体经营项目合同的公 告》（公告编号：2023-050）。 因就合同解除之后退还部分履约保证金问题存在争议，北京沃捷 向广州仲裁委申请仲裁（（2024）穗仲案字第 12064 号），详见公司 于 2024 年 6 月 19 日披露的《关于子公司涉及仲裁的公告》（公告编 号：2024-025）。 二号航管公司 ...

空港国门口岸"大进大出、快进快出"趋势明显，彰显粤港澳大湾区国际交往活力与经济韧性。据 悉，"五一"假期期间，白云边检站查验入出境外国人超10万人次，同比增长39%，占比居全国空港口岸 首位。 其中，来自东南亚、日韩方向的旅客增长明显，同比增长46%和50%，来自"一带一路"共建国家旅客占 比达81%，同比增长26%。另外，约有1.7万人次和1200人次符合条件的外国旅客，通过申请免签入境、 过境免签方式来穗，同比分别增长132%和27%。对此，白云边检站组建多语种服务队，为来华外国旅 客提供外语咨询服务，便捷出入境旅客高效、快捷通关。 出入境客流持续走高的背后，是白云机场定期国际航线的进一步新增和恢复。据悉，今年以来，白云机 场口岸新增和恢复哈萨克斯坦、印尼等方向的国际客运航线6条、法国、美国方向的国际客运航线2 条，"五一"假期期间，白云边检站查验的国际航班总量达1560架次。 今年"五一"假期叠加第137期广交会第三期，广州白云机场口岸客流再创新高。5月6日，南都记者从白 云出入境边防检查站了解到，假期期间，口岸出入境人员约24.7万人次、日均出入境人员约4.9万人次， 同比增长23.9%，创下2020 ...

Investment Rating - The industry investment rating is optimistic [1] Core Views - The report highlights a continuous recovery in domestic demand, with a focus on increased dividends [1] - The shipping sector shows strong performance in container shipping, while oil and dry bulk shipping face pressure [3][4] - The highway sector experienced a rebound in traffic in Q1 2025, while port container business remains robust [4] - The railway passenger transport is stable, but freight transport is under pressure [4] - The airline industry sees steady growth in passenger traffic, although ticket prices are under slight pressure [6] - The express delivery sector exceeded expectations in 2024, maintaining double-digit growth into Q1 2025, despite intense price competition [7] - Cross-border logistics face challenges due to coal market pressures and tariff policies affecting air freight demand [8] Summary by Sections Shipping - Container shipping shows impressive performance, with significant profit growth and stable dividends [15] - Oil shipping and dry bulk shipping face challenges, with fluctuating rates and cautious dividend policies [18][21] - The report notes a strong increase in container shipping rates due to geopolitical tensions and trade dynamics [14][15] Highways - In 2024, highway traffic saw a slight decline, but Q1 2025 traffic improved, leading to increased profits for highway companies [35][38] - The report indicates that highway companies are maintaining high dividend payouts despite previous revenue declines [41][43] Ports - Port container throughput growth outpaced other sectors, benefiting from a favorable international trade environment [44][46] - The report emphasizes the strong performance of container port companies, with significant profit increases [47][48] Railways - Railway passenger volumes remained stable, while freight volumes faced challenges, impacting overall profitability [49] Airlines - The airline sector is experiencing steady passenger growth, but ticket prices are slightly under pressure, affecting profitability [6] Express Delivery - The express delivery industry saw a significant increase in volume in 2024, continuing strong growth into Q1 2025, although competition remains fierce [7] Cross-Border Logistics - Cross-border logistics companies are facing challenges due to market pressures and tariff impacts on air freight demand [8]

记者5月6日从白云边检站了解到，"五一"假期，由于和第137届广交会第三期会期时间叠加，广州白云 机场（600004）口岸客流再创新高，口岸假期日均出入境人员约5万人次，同比增长约24%，为近五年 来新高。旅游潮、商贸潮……国际友人流动火热，彰显大湾区国际往来的活力。(央视新闻) ...

Core Viewpoint - The upcoming "May Day" holiday combined with the Canton Fair is expected to significantly increase passenger traffic at Baiyun Airport, with a forecasted daily average of approximately 50,000 passengers and peak values potentially exceeding 53,000 passengers [1] Group 1: Passenger Traffic Management - Baiyun Airport has proactively planned for the "May Day" holiday, enhancing key operational areas such as "gate allocation," "baggage handling," "check-in services," and "passenger security checks" [3] - The airport will open additional security check channels during peak times to expedite passenger processing [3] Group 2: Team and Transit Services - To improve team passenger services during peak periods, Baiyun Airport will set up additional check-in counters and expedite check-in processes to reduce waiting times [5] - The airport has upgraded 11 transit waiting and resting areas, providing free light meals to meet the needs of long-waiting transit passengers [6] Group 3: Enhanced Transit Experience - Baiyun Airport has innovated its transit services, collaborating with airlines to create tailored support plans and improve customs clearance efficiency for international transit passengers [9] - The airport offers eight major transit benefits, including seamless transit, baggage handling, dedicated pick-up services, and free storage options [6] Group 4: Pet Travel Services - Baiyun Airport has launched the first pet terminal in the country, which will open on May 1, providing a "star-rated pet hotel" for pet boarding, grooming, and care [10] - The pet terminal includes services such as quarantine booking, pet check-in, and boarding hotel services, ensuring a comprehensive travel experience for pet owners [13] Group 5: Weather Advisory - The weather forecast indicates that the "May Day" holiday will primarily feature overcast conditions with light rain, with significant rainfall expected in northern and northeastern Guangdong on May 1 [14] - Travelers are advised to check weather conditions in advance and adjust their travel plans accordingly [17]

Group 1 - The article highlights the ongoing Canton Fair and the upcoming May Day holiday, urging travelers to allocate sufficient time for their journeys and choose appropriate transportation to avoid congestion around Baiyun Airport [1] - Baiyun Airport is providing nearly 9,000 parking spaces during the May Day holiday, but travelers are advised to allow ample time for parking due to high demand [14] - The airport has implemented measures to enhance ground transportation, including extending the operating hours of Metro Line 3 on specific dates during the holiday [17] Group 2 - Passengers arriving at Terminal 1 can find taxi pick-up points at designated gates, with options for long-distance and short-distance taxis based on their destination [3] - For private cars and ride-hailing services, designated pick-up points are located in the parking areas, with clear signage to guide travelers [4][7] - Terminal 2 also has specific instructions for passengers regarding taxi and ride-hailing services, ensuring efficient transportation options [11] Group 3 - The airport has set up designated areas for tourist buses, requiring prior reservation through the airport's official WeChat account for pick-up [18] - Travelers are reminded to use only licensed taxis and ride-hailing services to ensure safety and compliance with regulations [21] - New pedestrian pathways are being introduced to facilitate access to parking areas for arriving passengers [21]