证券代码：600009 证券简称：上海机场 公告编号：临 2025-034 上海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。 | | 飞机起降量（架次） | | | | 旅客吞吐量（万人次） | | 货邮吞吐量（万吨） | | --- | --- | --- | --- | --- | --- | --- | --- | | 浦东国际机场 | | | | | | | | | | 本月 | 同比±% | | 本月 | 同比±% | 本月 | 同比±% | | 总计 | 44,878 | 5.82 | 690.14 | 10.05 | 33.97 | 7.33 | | | 境内航线 | 25,196 | 1.30 | 379.71 | 5.37 | 3.02 | 4.77 | | | 境外航线 | 19,415 | 12.11 | 310.43 | 16.37 | 30.95 | 7.58 | | | -国际航线 | 17,005 | 14.60 | 269.49 | 17.68 | 27.79 | 9. ...

上海机场：6月浦东国际机场旅客吞吐量同比增长10.05% 金十数据7月14日讯，上海机场晚间发布6月运输生产情况简报，6月浦东国际机场，飞机起降量44878架 次，同比增长5.82%；旅客吞吐量690.14万人次，同比增长10.05%；货邮吞吐量33.97万吨，同比增长 7.33%；6月虹桥国际机场，飞机起降量22806架次，同比增长5.21%；旅客吞吐量407.4万人次，同比增 长4.87%；货邮吞吐量3.62万吨，同比增长6.61%。 ...

证券代码：600009 证券简称：上海机场 公告编号：临 2025-034 上海国际机场股份有限公司 董事会 2025 年 7 月 15 日 1 重要说明： 一、因存在其他形式的飞行（不以营利为目的的通用航空飞行）， 所以部分项目分项数字之和与总计数存在差异；因数据四舍五入的原 因，部分数据可能存在加总后小数位差异。 二、上述运输生产数据源自公司内部统计，仅供投资者参考。 上海国际机场股份有限公司 2025年6月运输生产情况简报 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。 | 浦东国际机场 | 飞机起降量（架次） | | | 旅客吞吐量（万人次） | | 货邮吞吐量（万吨） | | --- | --- | --- | --- | --- | --- | --- | | | 本月 | 同比±% | 本月 | 同比±% | 本月 | 同比±% | | 总计 | 44,878 | 5.82 | 690.14 | 10.05 | 33.97 | 7.33 | | 境内航线 | 25,196 | 1.30 | 379.71 | 5 ...

Core Insights - The influx of foreign tourists to China has significantly increased due to the release of visa-free policies since 2025, with nearly 2.56 million foreign visitors arriving at Shanghai's airports from January to June [1] - Shanghai Pudong Airport has become the leading airport in China for foreign arrivals, with 2.37 million foreign travelers, over 1.4 million of whom benefited from visa-free policies [1] Group 1: Airport Services - Shanghai Pudong Airport has introduced various services aimed at enhancing the travel experience for transit and late-night passengers, including "Worry-Free Transit," "Night Station," "PuLe GO," and "Flight Delay Enjoyment" [1] - The airport has set up eight free overnight resting areas with a total of 1,018 resting spots and 228 charging outlets, along with 30 newly created resting cabins equipped with adjustable sofas and other amenities [3] - The resting cabins charge fees comparable to major domestic airports, with rates of 35 yuan for half an hour, 65 yuan for one hour, and 185 yuan for three hours [3] Group 2: Shower Facilities - To cater to the shower needs of transit passengers, Pudong Airport has established five 24-hour free shower facilities, including nine individual and two multifunctional shower rooms [5] - These shower facilities are equipped with amenities such as constant temperature water heaters, hair dryers, and baby care stations, ensuring a refreshing experience for travelers after long flights [5]

Core Insights - Shanghai Pudong Airport has launched several innovative services such as "Worry-Free Transfer," "Midnight Station," "Pudong GO," and "Delay Enjoyment" to enhance passenger experience during the summer travel season [1] Service Innovations - The airport has set up 8 free overnight resting areas with a total of 1018 resting spots and 228 charging outlets, located in various terminals [2] - 30 new resting cabins have been created in the international and Hong Kong, Macau, and Taiwan departure areas, equipped with adjustable sofas, independent fresh air systems, and other amenities, with pricing set at 35 yuan for 30 minutes, 65 yuan for 1 hour, and 185 yuan for 3 hours [3] Shower and Convenience Facilities - 11 free 24-hour shower rooms have been established to cater to transit passengers, equipped with various amenities including baby care facilities [6] - Convenience stores and food outlets within the airport are open around the clock, providing hot meals and essential items to travelers [6] Meal Vouchers and Online Services - The airport has partnered with 11 airlines to offer meal vouchers for delayed flights, usable at over 100 dining establishments, enhancing dining options for passengers [7] - The "Pudong GO" service allows passengers to order from airport retail and dining outlets online, with delivery to various locations within the airport [7] Passenger Statistics - In the first half of the year, Shanghai welcomed nearly 2.56 million inbound foreign travelers, a 44.7% increase year-on-year, with Pudong Airport receiving 2.37 million, the highest among national airports [8] - Over 1.4 million foreign travelers benefited from visa exemption policies, accounting for more than 50% of total inbound foreign travelers, marking a 228% increase [8]

Group 1 - The launch of the cold chain dedicated train from Suzhou to Shanghai marks the official operation of the Shanghai Airport-Suzhou front cargo station, which is the first cross-province and cross-customs area air front cargo station in China [1] - The Suzhou Industrial Park is a hub for innovation and international air freight demand, particularly for high-value low-temperature goods, with increasing needs for storage and transportation [1] - The Shanghai Airport-Suzhou front cargo station provides specialized cold chain services for 4,000 biopharmaceutical companies in Suzhou, enhancing efficiency and reducing costs for enterprises [1] Group 2 - The export businesses in Suzhou's integrated circuit, biopharmaceutical, and high-end equipment manufacturing industries are highly sensitive to customs clearance times, and the new cargo station significantly aids these sectors [2] - The customs system is exploring new ways to develop new productive forces under the context of the Yangtze River Delta integration, aligning with the directives from national leadership to expand international cooperation [2] - The Suzhou Industrial Park Customs aims to contribute to building a world-class high-tech park through continuous innovation and collaboration [2]

Group 1 - The core index of the China Securities Index Shanghai State-owned Enterprises rose by 0.42% to 1378.21 points, with a trading volume of 16.32 billion yuan [1] - Over the past month, the index has increased by 1.59%, and over the past three months, it has risen by 3.10%, while it has decreased by 3.35% year-to-date [1] - The index reflects the performance of state-owned enterprises in Shanghai, selected based on profitability, growth potential, and shareholder return levels [1] Group 2 - The top ten weighted stocks in the index include China Pacific Insurance (8.4%), Guotai Junan Securities (6.05%), Shanghai Airport (5.7%), and others [1] - The index is composed entirely of stocks listed on the Shanghai Stock Exchange, with a sector breakdown showing finance at 29.42%, industry at 22.95%, and consumer discretionary at 11.71% [2] - The index samples are adjusted biannually, with changes implemented on the next trading day after the second Friday of June and December [2]

Group 1: Macro Trends and Innovations - The report discusses the potential transformation of the global monetary and financial systems due to the development of stablecoins and RWA (Real World Assets), suggesting that these innovations may create a parallel decentralized financial system alongside the existing centralized one [2][3] - It is anticipated that the changes brought by stablecoins and RWA could be as significant as the impact of AI on the global economy, indicating a major shift in how currencies and financial systems operate [2][3] Group 2: Steel Industry Insights - Recent data shows a slight decrease in steel demand, with total inventory shifting from a reduction to an increase, indicating a potential weakening in demand as the industry enters a traditional off-season [5][6] - The apparent consumption of five major steel products was 8.7985 million tons, down by 4.33 million tons week-on-week, while total inventory rose to 13.4003 million tons, marking a 1.14% increase [5][6] - The report forecasts that steel demand may stabilize gradually, with construction and manufacturing sectors expected to support demand, despite ongoing challenges in the real estate sector [6] Group 3: Cement and Building Materials - The cement industry is showing signs of stabilization after price adjustments, with competition and profitability continuing to improve [4] - The report notes that the national average cement price has seen a slight decline of 1.2%, with certain regions experiencing price increases due to demand fluctuations [8] - The building materials sector is expected to enter a low base period starting June 2024, which may improve demand metrics as previous high demand levels are compared against lower future figures [9] Group 4: Glass and Fiberglass Market - The domestic float glass market is experiencing a downturn, with average prices dropping to 1250.27 yuan per ton, reflecting a weak demand environment [8] - The fiberglass market is also facing challenges, with limited order growth and competitive pressures affecting pricing and profitability [8] Group 5: Investment Recommendations - The report recommends several steel companies that are expected to benefit from industry consolidation and high-quality development, including Baosteel and Hualing Steel [7] - In the cement sector, leading companies such as Anhui Conch Cement and Huaxin Cement are highlighted as strong investment opportunities due to their market positions [10] - For the glass industry, companies like Fuyao Glass and Xinyi Glass are recommended based on their competitive advantages and market resilience [10]

Core Viewpoint - The article discusses the recent focus on the regulation and handling of charging devices at airports, particularly regarding lithium battery-powered devices and the protocols for international flights [1] Group 1: Regulatory Measures - Shanghai Airport Group will enhance inspections of non-compliant charging devices at Pudong and Hongqiao airports based on higher authority requirements [1] - The Civil Aviation Administration of China (CAAC) has specified that the current notification applies to domestic flights, while international and regional flights will continue to follow existing standards [1] Group 2: Handling of Abandoned Charging Devices - Abandoned charging devices by passengers will be uniformly handed over to qualified disposal companies for proper handling [1] - Airports will provide a 7-day storage service for charging devices that are not part of recall batches, provided they have clear brand, capacity, and model information, and show no signs of damage such as bulging [1]

Core Points - The Civil Aviation Administration of China has implemented new regulations prohibiting passengers from carrying power banks without 3C certification, unclear labeling, or those that have been recalled on domestic flights [1][2] - Shanghai Hongqiao and Pudong airports now offer a 7-day temporary storage service for power banks, which can be accessed by the owner or friends with proper documentation [1] Group 1 - The temporary storage locations for power banks at Hongqiao Airport are inconveniently located outside the terminal, requiring passengers to plan ahead to avoid delays [1][2] - At Pudong Airport, the retrieval process is complicated, with the collection point being 3 kilometers away from the terminal, necessitating significant travel time [2] Group 2 - To retrieve a power bank from Hongqiao Airport, passengers must make a 24-hour advance reservation, and friends can collect it on their behalf with the necessary documentation [2] - The storage of power banks is subject to specific conditions, and certain recalled models cannot be stored, while power banks under 100 watts can be stored directly [2]