《中国民航报》、中国民航网 记者钱擘 通讯员尚机轩 报道：上海机场集团工匠学院日前揭牌成立。 揭牌仪式后，首场长三角地区机场集团劳模工匠创新交流活动在上海机场的吴娜劳模创新工作室举行。 今后，上海机场集团工匠学院将搭建更多技能人才创新对话与技能技术交流平台，让劳模精神、劳动精 神、工匠精神在交流中碰撞出更亮的火花，成为赋能长三角地区机场协同发展的新动能。 上海市总工会副主席桂晓燕，上海机场集团党委书记、董事长冯昕，民航华东地区管理局副局长、工会 主席西绍波，以及长三角地区各机场集团的相关负责同志、劳模先进和工匠人才代表等出席仪式。（编 辑：李佳洹 校对：许浩存 审核：韩磊） 上海机场集团工匠学院将牢牢把握深化产业工人队伍建设改革任务，抓住提升职工综合素质这一关键， 着力构建"产学研结合、教学做合一"深度融合的职工素质培育提升体系，打造高质量的机场一线职工实 训基地、高技能人才孵化基地、劳模工匠攻关基地，成为辐射带动长三角地区机场产业工人队伍建设改 革的"示范窗口"；工匠学院建设还将融入上海机场的劳模先进和工匠全流程培育体系，系统培育"知识 型、技能型、创新型"高素质职工队伍和拔尖人才，逐步建成具备一流课程、一 ...

Summary of Key Points Core Viewpoint - A total of 135 stocks received buy ratings from institutions today, with 17 stocks receiving initial attention from institutions, indicating a strong interest in the market and potential investment opportunities [1]. Institutional Ratings - 140 buy rating records were published today, with 29 of these providing future target prices. 13 stocks have an upside potential exceeding 20%, with AVIC Optoelectronics showing the highest potential at 61.62% [1]. - Notable stocks with high upside potential include Noli Shares at 48.46% and United Imaging Healthcare at 37.22% [1]. - 17 stocks received initial buy ratings from institutions, including Haimeixing and Hengli Hydraulic [1]. Market Performance - Stocks rated with buy ratings saw an average increase of 3.27%, outperforming the Shanghai Composite Index. 119 stocks experienced price increases, with several hitting the daily limit up [1]. - Stocks with significant declines included Noli Shares, Agricultural Bank, and Shoufang Environmental Protection, with declines of 3.23%, 2.93%, and 1.26% respectively [1]. Industry Focus - The most favored industries include power equipment and machinery, each with 17 stocks listed in the buy rating category. The pharmaceutical and communication sectors also attracted attention, with 15 and 6 stocks respectively [2]. - Specific stocks receiving multiple buy ratings include Betaini, Kebo Da, AVIC Optoelectronics, and Yunnan Baiyao, each with two buy ratings [2][3]. Detailed Stock Information - A selection of stocks with buy ratings includes: - Betaini (2 ratings, +2.22% today, PE 40.30) in beauty care - Kebo Da (2 ratings, +10.00% today, PE 27.44) in automotive - AVIC Optoelectronics (2 ratings, +0.57% today, PE 28.83) in defense and military [2][3]. - Other notable stocks include: - Yunnan Baiyao (2 ratings, +1.06% today, PE 14.56) in pharmaceuticals - Zhonglian Heavy Industry (2 ratings, +0.41% today, PE 11.39) in machinery [2][3]. Additional Stock Ratings - Additional stocks with single buy ratings include: - Xuji Electric (1 rating, +2.09% today, PE 18.44) in power equipment - Xugong Machinery (1 rating, -0.20% today, PE 13.29) in machinery - China Rare Earth (1 rating, +2.33% today, PE 174.07) in non-ferrous metals [3][4].

证券之星消息，9月5日航空机场板块较上一交易日上涨1.13%，华夏航空领涨。当日上证指数报收于 3812.51，上涨1.24%。深证成指报收于12590.56，上涨3.89%。航空机场板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 002928 | 华夏航空 | 9.22 | 3.48% | 26.39万 | | 2.40亿 | | 600221 | 海航控股 | 1.55 | 2.65% | 424.28万 | | 6.50亿 | | 603885 | 吉祥航空 | 12.73 | 1.92% | 27.68万 | | 3.50亿 | | 600115 | 中国东航 | 4.05 | 1.76% | 1 92.94万 | | 3.73亿 | | 000099 | 中信海直 | 23.04 | 1.05% | 16.07万 | | 3.68亿 | | 000089 | 深圳机场 | 7.16 | 0.85% | 11.24万 | | 8021.89万 | | ...

《中国民航报》、中国民航网 记者钱擘 通讯员尚机轩 报道：经上海市规划和自然资源局批准，9月6日 起，上海虹桥国际机场东片区的部分道路将正式更名。 | 原路名 | 新路名 | 起讫点(按照新路名) | | --- | --- | --- | | 空港三路 | 绥宁南路 | 绥宁路 -- 云霄路 | | | 云霄路 | 绥宁南路一一岚乐路 | | | 岚乐路 | 云霄路 -- 云宝一路 | | | 云宝一路 | 虹桥机场东边界 -- 友乐路 | | 空港八路 | 云纱路 | 虹桥路 -- 友乐路 | | 迎宾六路 | 航夏路 | 虹桥机场东边界一一中航油公司 | | 迎宾七路 | 航秋路 | 东片区II-M1-06地块 -- 空港一路 | | 迎宾八路 | 航平路 | 虹桥机场东边界一一航云北路 | | 空港六路 | 航云北路 | 迎宾三路一一沪青平公路一区 | 路名对照 上海机场提醒广大旅客和市民留意新旧路名更换，以免影响出行。（编辑：陈虹莹 校对：许浩存 审 核：韩磊） 更名道路位置示意图（善见 / 制图） ...

公司公告2025 年半年报： 1）业绩情况：25H1 实现收入63.5 亿，同比+4.8%；25H1 盈利10.4 亿，同比+28.1%；扣非盈利10.3 亿，同比+27.5%。 分业务情况： 1）航空性业务：25H1 航空性收入29.2 亿，同比+8.35%；2）非航业务：25H1 非航业务34.4 亿，同比 +1.93%，其中商业餐饮收入10.9亿，同比-1.9%，物流服务收入8.3 亿，同比+0.76%，其他非航收入15.1 亿，同比+2.3%。上半年公司免税收入为6.28 亿，同比-3.1%；广告合同收入2.97亿，同比-8.0%。 经营数据：1）浦东机场：2025H1 累计起降、旅客吞吐量同比分别+5.71%、+11.61%，其中国内旅客吞 吐量同比+3.8%，较19 年+21.9%，国际+地区旅客吞吐量同比+23.1%，较19 年-6.7%；2025Q2 起降、旅 客吞吐量同比分别+6.2%、+12%，其中国内旅客吞吐量同比+5.9%，较19 年+20.5%，国际+地区旅客吞 吐量同比+20.7%，较19 年-5.9%。2）虹桥机场：2025H1 起降、旅客量吞吐量同比分别+3.06%、 +4.7 ...

Economic News - The Ministry of Industry and Information Technology and the Ministry of Finance have issued the "Action Plan for Stable Growth in the Electronic Information Manufacturing Industry for 2025-2026," emphasizing the importance of this sector for national economic stability and security [1] - The first central document from the national carbon market signals urgent need for corporate ESG disclosures, with 2,523 A-share companies having disclosed their 2024 ESG reports, representing a disclosure rate of 46.49% [1] - President Trump is set to host a dinner at the White House focusing on artificial intelligence, following a public event led by First Lady Melania Trump aimed at engaging students in AI [1] - The Federal Reserve's latest Beige Book indicates a potential for interest rate cuts, with market expectations for a 25 basis point cut in September rising to 96.6% [1] - Wall Street anticipates price increases for the upcoming iPhone 17, following Apple's commitment to invest $100 billion in U.S. manufacturing over the next four years [1] Company Insights - Kobot announced plans to acquire a 60% stake in Shanghai Kobot Intelligent Technology for 345 million yuan, focusing on automotive intelligent central computing platforms [5] - Southeast Network Framework won a bid for a project in Hangzhou with a contract value of approximately 1.686 billion yuan [5] - Yongzhen Co. has formed a partnership with a leading humanoid robot company to supply precision aluminum alloy components, although this is not expected to significantly impact short-term performance [5] - Fangsheng Pharmaceutical received approval for clinical trials of a new traditional Chinese medicine for postpartum complications [6] - Tianenkang has received a notice of acceptance for the registration application of Dienogest tablets, which are used to treat endometriosis [6] Industry Ratings - China National Offshore Oil Corporation reported a revenue of 207.608 billion yuan for H1 2025, a decrease of 8% year-on-year, with net profit down 12.8% to 69.533 billion yuan [7][8] - The company managed to increase oil production by 4.48% to 296.1 million barrels and natural gas production by 11.97% to 516.2 million barrels, despite a 14.58% drop in Brent crude prices [8][9] - The company is focusing on exploration to secure oil and gas reserves, achieving significant discoveries in both domestic and international projects [9][10] - Shanghai Airport reported a revenue of 6.353 billion yuan for H1 2025, a year-on-year increase of 4.78%, with a notable rise in passenger throughput [11][12] - Non-aeronautical revenue growth was slower than expected, with total non-aeronautical income of 3.437 billion yuan, reflecting challenges in the duty-free segment [13][14]

Investment Rating - The report maintains a "Recommended" rating for Shanghai Airport [2][5] Core Views - The company achieved a revenue of 6.353 billion yuan in H1 2025, representing a year-on-year growth of 4.78%, and a net profit of 1.027 billion yuan, up 27.5% year-on-year [3] - Passenger traffic at Pudong Airport reached 41.16 million, a year-on-year increase of 11.6%, with domestic and international routes growing by 3.77% and 26.25% respectively [3] - The company's aviation revenue for H1 was 2.916 billion yuan, up 8.35% year-on-year, driven by a significant increase in passenger and cargo-related income [3] - Non-aviation revenue growth slowed to 3.437 billion yuan, a 1.93% increase year-on-year, which is below expectations [4] - Cost control remains effective, with labor costs, operating costs, and depreciation expenses growing at 0.43%, 0.76%, and decreasing by 0.76% respectively, indicating a lower growth rate compared to revenue [4] - Investment income for H1 was 457 million yuan, a notable increase from 360 million yuan in the same period last year [5] Financial Forecasts - The company is expected to see net profits of 2.14 billion yuan, 2.59 billion yuan, and 2.82 billion yuan for 2025, 2026, and 2027 respectively, with corresponding EPS of 0.86 yuan, 1.04 yuan, and 1.14 yuan [5] - Revenue projections for 2025-2027 are 13.49 billion yuan, 14.37 billion yuan, and 14.95 billion yuan, with growth rates of 9.09%, 6.48%, and 4.05% respectively [5][10]

证券之星消息，9月4日航空机场板块较上一交易日上涨0.0%，华夏航空领涨。当日上证指数报收于 3765.88，下跌1.25%。深证成指报收于12118.7，下跌2.83%。航空机场板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 002928 | 华夏航空 | 8.91 | 2.18% | 26.86万 | | 2.37亿 | | 603885 | 吉祥航空 | 12.49 | 2.13% | 22.72万 | | 2.82 亿 | | 600897 | 厦门空港 | 14.84 | 1.09% | - 2.70万 | | 3987.90万 | | 600115 | 中国东航 | 3.98 | 0.51% | 81.26万 | | 3.22亿 | | 601021 | 春秋航空 | 52.49 | 0.38% | 5.91万 | | 3.07亿 | | 600029 | 南方航空 | 5.84 | 0.17% | 50.04万 | | 2.91亿 | | 60 ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 6600000 | 中信海直 | 22.95 | -4.93% | 28.78万 | 6.74亿 | | 600221 | 海航控股 | 1.53 | -3.16% | 478.93万 | 7.39亿 | | 600004 | 白云机场 | 9.68 | -1.63% | 19.24万 | 1.87亿 | | 603885 | 吉祥航空 | 12.23 | -1.37% | 12.56万 | 1.54亿 | | 600029 | 南方航空 | 5.83 | -1.35% | 47.85万 | 2.80亿 | | 600897 | 厦门空港 | 14.68 | -1.28% | 2.56万 | 3776.08万 | | 600115 | 中国东航 | 3.96 | -1.25% | 73.09万 | 2.90亿 | | 601111 | 中国国航 | 7.39 | -0.81% | 53.05万 | 3.93亿 | | 600009 | 上海机场 | ...

Core Insights - Shanghai Airport Group successfully concluded the summer travel season on August 31, with a total of 147,000 flight takeoffs and landings, marking a 3% year-on-year increase [2] - The total number of passengers served reached 24.177 million, with an average of 390,000 passengers per day, reflecting a 5% year-on-year growth [2] - On August 15, Shanghai Airport recorded a historical peak of 421,000 passengers in a single day [2] Flight Operations - From July 1 to August 31, Shanghai Pudong and Hongqiao airports together facilitated 147,000 flight operations, with Pudong accounting for 99,000 and Hongqiao for 48,000 [2] - The summer travel season set records for both flight volume and passenger traffic [2] Route Expansion - In 2023, Shanghai Airport has focused on enhancing its role as a comprehensive international aviation hub by adding new intercontinental routes to Belgrade, Casablanca, and Geneva [2] - The airport has also strengthened its Asian route network by adding new destinations in Japan and restoring several routes to South Korea and Indonesia [2] - New routes to Central Asia, including direct flights to Kazakhstan and Uzbekistan, have been launched, along with new services to Ulaanbaatar, Mongolia [2]