Core Insights - Shanghai Airport announced significant growth in air traffic and passenger volume for both Pudong International Airport and Hongqiao International Airport by October 2025 [2] Group 1: Pudong International Airport - The number of aircraft takeoffs and landings is projected to reach 48,633, representing a year-on-year increase of 6.04% [2] - Passenger throughput is expected to be 7.5204 million, with a year-on-year growth of 12.46% [2] - Cargo and mail throughput is forecasted to be 369,100 tons, showing a year-on-year increase of 11.74% [2] Group 2: Hongqiao International Airport - The number of aircraft takeoffs and landings is expected to reach 24,678, reflecting a year-on-year increase of 3.76% [2] - Passenger throughput is projected to be 4.4738 million, with a year-on-year growth of 5.69% [2] - Cargo and mail throughput is anticipated to be 44,300 tons, indicating a year-on-year increase of 5.99% [2]

Core Viewpoint - Shanghai Airport (600009.SH) reported an increase in passenger traffic for October, indicating a positive trend in the aviation sector [1] Group 1: Passenger Traffic Data - Pudong International Airport recorded a passenger volume of 7.5204 million, representing a year-on-year growth of 12.46% [1] - Hongqiao International Airport saw a passenger volume of 4.4738 million, with a year-on-year increase of 5.69% [1]

（文章来源：新华财经） 上海机场公告，10月浦东国际机场旅客吞吐量为752.04万人次，同比增长12.46%；货邮吞吐量为36.91 万吨，同比增长11.74%。虹桥国际机场旅客吞吐量为447.38万人次，同比增长5.69%；货邮吞吐量为 4.43万吨，同比增长5.99%。 ...

证券代码：600009 证券简称：上海机场 公告编号：临 2025-052 上海国际机场股份有限公司 2025年10月运输生产情况简报 1 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 | 48,633 | 6.04 | 752.04 | 12.46 | 36.91 | 11.74 | | 境内航线 | 27,313 | 1.85 | 419.68 | 5.90 | 3.51 | 6.95 | | 境外航线 | 21,006 | 11.80 | 332.36 | 22.00 | 33.40 | 12.27 | | -国际航线 | 18,272 | 12.11 | 285.37 | 22.44 | 29.90 | 13.77 | | -港澳台航 ...

智通财经APP讯，上海机场(600009.SH)发布10月运输生产情况简报，当月浦东国际机场旅客吞吐量 752.04万人次，同比增长12.46%；当月虹桥国际机场旅客吞吐量447.38万人次，同比增长5.69%。 ...

格隆汇11月14日｜上海机场公告，2025年10月浦东国际机场飞机起降量为48633架次，同比增长 6.04%；旅客吞吐量为752.04万人次，同比增长12.46%；货邮吞吐量为36.91万吨，同比增长11.74%。虹 桥国际机场飞机起降量为24678架次，同比增长3.76%；旅客吞吐量为447.38万人次，同比增长5.69%； 货邮吞吐量为4.43万吨，同比增长5.99%。 ...

人民财讯11月14日电，上海机场（600009）11月14日公告，2025年10月浦东国际机场旅客吞吐量为 752.04万人次，同比增长12.46%；货邮吞吐量为36.91万吨，同比增长11.74%。虹桥国际机场旅客吞吐 量为447.38万人次，同比增长5.69%；货邮吞吐量为4.43万吨，同比增长5.99%。 ...

Investment Rating - The report maintains a positive outlook on cyclical sectors, indicating that quality dividend stocks still have upward potential [1]. Core Insights - The transportation industry showed stable performance in the first three quarters of 2025, with infrastructure sector key stocks meeting expectations, shipping stocks recovering, and express delivery volumes and prices increasing due to anti-involution policies [1][7]. - The report emphasizes the importance of monitoring cyclical sector fundamentals and highlights the potential for further gains in quality dividend stocks [1][7]. Summary by Sections Overview of the Transportation Sector - The overall performance of the transportation industry from the beginning of 2025 to November 10 showed an increase of 8.5%, underperforming compared to the Shanghai and Shenzhen 300 index, which rose by 31.6% [11]. - The logistics sector benefited from anti-involution policies, while infrastructure sectors like highways and railways experienced declines [11]. Highway Sector - In the first three quarters of 2025, highway passenger transport decreased by 2.6% year-on-year, while freight transport increased by 4.1% [16]. - The performance of listed companies varied, with some showing stable toll revenue while others faced declines due to network adjustments and acquisitions [16][17]. Port Sector - National port cargo throughput reached 1.357 billion tons, a year-on-year increase of 4.6%, with container throughput growing by 6.3% [18]. - Key companies like China Merchants Port and Qingdao Port maintained stable performance, while Tangshan Port showed significant recovery in Q3 [18][19]. Railway Sector - Railway passenger volume grew by 6% year-on-year, while freight volume increased by 2.8% [22]. - The report anticipates continued growth in passenger transport, driven by new projects, although freight transport may face challenges due to economic conditions [22]. Shipping Sector - The shipping sector experienced a decline in container shipping rates in the first three quarters, but Q3 showed signs of recovery [25]. - The report forecasts improved performance for oil tanker companies in Q4 and 2026 due to favorable market conditions [28]. Express Delivery Sector - The express delivery industry saw a 17.2% increase in business volume in the first three quarters, although average prices fell by 7.1% [30]. - The report predicts a return to price increases in Q4, driven by anti-involution policies, with overall profitability expected to improve [31]. Logistics Supply Chain Sector - Cross-border air transport demand remained resilient, with a 6.4% year-on-year increase in cross-border e-commerce imports and exports [32]. - The report suggests that contract logistics volumes are expected to stabilize as economic conditions improve [33]. Aviation Sector - The aviation industry reported a 9.1% year-on-year increase in passenger turnover, with domestic routes showing a 4.2% increase [35]. - The report anticipates a significant reduction in losses for the industry in Q4, with a potential for profit recovery in 2026 [36]. Airport Sector - The airport sector experienced a 4.4% year-on-year increase in passenger throughput, with significant growth in international travel [38]. - The report highlights the ongoing recovery in airport operations and profitability due to increased passenger volumes and improved cost management [38].

上海机场对标行业服务标准和无障碍旅客出行需求，持续升级改进无障碍设施功能。目前，浦东虹桥两 场的193台电梯，能为特殊旅客提供无障碍服务；287间无障碍卫生间，配备无障碍厕位、低位洗手盆、 安全抓杆、呼救按钮等齐全设施；250个无障碍停车位，布局在两场航站楼和停车楼各区域。 为保证使用无障碍旅客登机和下机便利，上海机场制订"近机位廊桥应靠尽靠"的原则，携手航空公司为 无障碍旅客提供无缝衔接的客舱进出服务。如遇特殊情况，实在无法接靠廊桥，两场将会用配备防滑过 桥板的无障碍登机车，在专属工作人员全程陪护下，安全顺畅完成登机和下机。 浦东、虹桥两大机场共设置了13条无障碍安检通道，通道内无障碍设施齐全，配备了低位验证台、独立 私密的"爱心检查室"、假肢检测仪，现场公示隐私检查服务标准，在确保航空安全的前提下，优化无障 碍旅客过检。视障旅客如果携带导盲犬，导盲犬在完成安检后，也可全程陪伴其一路登机。 同时，为了让无障碍旅客能在机场与不同交通方式间实现从车门口到舱门口的无缝安心换乘，浦东机场 联合地铁、磁浮、航司、出租车等多家交通单位，共同设立"五方爱心通道"，将服务从航站楼延伸至地 面交通，今年累计服务超1200人次 ...

Core Viewpoint - The aviation and airport sector experienced a rise of 1.24% on November 13, with Huaxia Airlines leading the gains, while the overall market indices also showed positive performance [1]. Group 1: Market Performance - The Shanghai Composite Index closed at 4029.5, up 0.73%, and the Shenzhen Component Index closed at 13476.52, up 1.78% [1]. - Key stocks in the aviation and airport sector showed varying degrees of increase, with Huaxia Airlines rising by 3.19% to a closing price of 12.30 [1]. Group 2: Stock Performance - The following stocks in the aviation and airport sector had notable performances: - Huaxia Airlines: 12.30, +3.19%, volume 287,000 [1] - Xiamen Airport: 17.22, +2.32%, volume 141,500 [1] - Shanghai Airport: 34.55, +1.74%, volume 264,200 [1] - Spring Airlines: 59.82, +1.54%, volume 55,700 [1] - China National Aviation: 8.85, +1.26%, volume 560,500 [1] - Baiyun Airport: 10.33, +1.18%, volume 250,100 [1] - China Eastern Airlines: 5.32, +1.14%, volume 1,091,200 [1] - Southern Airlines: 7.32, +1.10%, volume 456,700 [1] - HNA Holding: 1.87, +1.08%, volume 7,282,400 [1] - Juneyao Airlines: 14.75, +0.55%, volume 216,000 [1]. Group 3: Capital Flow - The aviation and airport sector saw a net outflow of 46.93 million yuan from institutional investors and a net outflow of 104 million yuan from speculative funds, while retail investors contributed a net inflow of 151 million yuan [2]. - Detailed capital flow for specific stocks indicated that: - China Eastern Airlines had a net inflow of 62.69 million yuan from institutional investors [3]. - HNA Holding experienced a net outflow of 31.68 million yuan from speculative funds [3]. - Retail investors showed a net inflow of 22.73 million yuan into Juneyao Airlines [3].