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].

此次焕新，提出了让旅客动线"抬头有屏、脚下有色、前方有标"。为进一步优化人流动线，虹桥机场在 安检入口铺设了"色标导航"地贴——不同功能区以色系区分，箭头导向清晰醒目。旅客脚下的路线"会 说话"，既保持地面整体美观，又实现精准引导，再配合全新设计的色块立架与告知屏幕，形成统一 的"视觉导向系统"，旅客路线的视觉层次更加清晰。 除了硬件提效，软服务也焕发新意。安检待检区的"一米栏"上，多了几位"新朋友"——化身为卡通形象 的违禁品提醒标识。圆滚滚的充电宝、憨态可掬的打火机，让严肃的安全提示多了几分"萌感"。机场希 望通过这种轻松的表达方式，让安全宣传更易被接受，旅客主动自弃违禁品的比例明显上升。"看到就 记住了，孩子也特别喜欢"，有旅客如是评价。 从视觉导引到空间布局，从信息提示到服务细节，虹桥机场此次改造以"旅客感受"为核心，推动安检区 在高效分流的同时，更加注重服务温度和文化表达，呈现出上海机场的精致与贴心。今后，虹桥机场还 将继续探索智能化、场景化服务新模式，在强化安全保障的同时，不断提升人文体验，努力打造全国机 场安检服务的标杆样板。（编辑：张彤 校对：张薇 审核：韩磊） 《中国民航报》、中国民航网 记 ...

证券之星消息，11月12日上海国企改革板块较上一交易日下跌0.51%，国缆检测领跌。当日上证指数报 收于4000.14，下跌0.07%。深证成指报收于13240.62，下跌0.36%。上海国企改革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) | | --- | --- | --- | --- | --- | --- | | 618009 | 耀皮玻璃 | 9.80 | 6.87% | 71.86万 | 6.87亿 | | 600846 | 同济科技 | 14.75 | 2.72% | 6.42万 | 9372.62万 | | 600009 | 上海机场 | 33.96 | 1.28% | 30.48万 | 10.41亿 | | 600773 | 西藏城投 | 12.85 | 1.18% | 18.24万 | 2.32亿 | | 600630 | 龙头股份 | 9.37 | 0.97% | 16.41万 | 1.54亿 | | 600676 | 交运股份 | 6.31 | 0.96% | 10.79万 | 6784.13万 | | 601211 | 圆泰海 ...

Market Overview - The aviation and airport sector increased by 0.18% on November 12, with Juneyao Airlines leading the gains [1] - The Shanghai Composite Index closed at 4000.14, down 0.07%, while the Shenzhen Component Index closed at 13240.62, down 0.36% [1] Stock Performance - Juneyao Airlines (603885) closed at 14.67, up 2.88% with a trading volume of 330,300 shares and a turnover of 483 million yuan [1] - Shanghai Airport (600009) closed at 33.96, up 1.28% with a trading volume of 304,800 shares and a turnover of 1.041 billion yuan [1] - China Southern Airlines (600029) closed at 7.24, down 0.69% with a trading volume of 369,200 shares and a turnover of 26.9 million yuan [1][2] Capital Flow - The aviation and airport sector experienced a net outflow of 90.94 million yuan from institutional investors, while retail investors saw a net inflow of 72.62 million yuan [2] - The overall capital flow indicates a mixed sentiment, with institutional investors withdrawing funds while retail investors are actively buying [2] Individual Stock Capital Flow - HNA Holding (600221) had a net inflow of 11.8 million yuan from institutional investors, but a net outflow of 80.67 million yuan from retail investors [3] - China Eastern Airlines (600115) saw a net inflow of 9.36 million yuan from institutional investors, while retail investors had a net outflow of 22.33 million yuan [3] - Shenzhen Airport (000089) experienced a significant net outflow of 14.59 million yuan from institutional investors, but a net inflow of 12.94 million yuan from retail investors [3]

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 603885 | 吉祥航空 | 14.26 | 1.57% | 25.59万 | | 3.63亿 | | 002928 | 华夏航空 | 11.79 | 1.03% | 24.65万 | | 2.906Z | | 600004 | 白云机场 | 10.26 | 0.88% | 25.50万 | | 2.60亿 | | 601021 | 春秋航空 | 58.88 | 0.82% | 6.54万 | | 3.82亿 | | 600009 | 上海机场 | 33.53 | 0.81% | 28.80万 | | 9.64亿 | | 000099 | 中信海直 | 21.82 | 0.74% | 17.06万 | | 3.75亿 | | 600029 | 南方航空 | 7.29 | 0.69% | 41.00万 | | 2.97亿 | | 600115 | 中国东航 | 5.29 | 0.57% | 127.21万 | | 6.70亿 | | ...

Market Overview - The Shanghai Composite Index closed at 4018.60 points, above the annual line, with a change of 0.53% [1] - The total trading volume of A-shares reached 2,194.371 billion yuan [1] Stocks Breaking Annual Line - A total of 112 A-shares have surpassed the annual line today, with notable stocks showing significant deviation rates [1] - The stocks with the highest deviation rates include: - Shede Liquor: 9.90% - Binhai Energy: 8.36% - Pinwo Food: 6.38% [1] Detailed Stock Performance - The following table summarizes the performance of stocks that broke the annual line: - Shede Liquor (600702): Today's change of 10.01%, turnover rate of 7.58%, latest price 65.63 yuan [1] - Binhai Energy (000695): Today's change of 9.96%, turnover rate of 5.02%, latest price 12.47 yuan [1] - Pinwo Food (300892): Today's change of 8.84%, turnover rate of 16.98%, latest price 36.70 yuan [1] - Other notable stocks include: - Haida Co. (300320): 8.77% change, 9.19% turnover, latest price 10.91 yuan [1] - Huachao City A (000069): 9.92% change, 3.74% turnover, latest price 2.66 yuan [1] Additional Stocks with Minor Deviations - Stocks with smaller deviation rates that just crossed the annual line include: - Wanxin Media: Minor deviation rate [1] - Chengdu Bank: Minor deviation rate [1] - China Publishing: Minor deviation rate [1]