证券之星消息，1月29日航空机场板块较上一交易日下跌0.49%，华夏航空领跌。当日上证指数报收于4157.98，上涨0.16%。深证成指报收于 14300.08，下跌0.3%。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) | | --- | --- | --- | --- | --- | --- | | 600009 | 上海机场 | 30.95 | 1.14% | 19.68万 | 6.05亿 | | 600897 | 厦门空港 | 17.68 | 0.68% | 8.01万 | - 1.41亿 | | 600004 | 白云机场 | 9.58 | 0.21% | 19.72万 | 1.88 亿 | | 000089 | 深圳机场 | 7.24 | -0.14% | 21.27万 | 1.53亿 | | 601021 | 春秋航空 | 55.95 | -0.25% | 4.24万 | 2.36亿 | | 600221 | 海航控股 | 1.68 | -0.59% | 305.59万 | 5.13亿 | | 6600000 | 中信海直 | 19 ...

证券之星消息，1月29日城商行板块较上一交易日上涨2.54%，青岛银行领涨。当日上证指数报收于 4157.98，上涨0.16%。深证成指报收于14300.08，下跌0.3%。城商行板块个股涨跌见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入(元) | | 游资净占比 散户净流入(元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 600919 江苏银行 | | 3.22 Z | 14.99% | -1.71 Z | -7.95% | -1.51 Z | -7.04% | | 002142 | 宁波银行 | 1.51亿 | 11.12% | -241.36万 | -0.18% | -1.49 Z | -10.94% | | 601169 | 北京银行 | 1.07 乙 | 8.92% | -2694.44万 | -2.24% | -8037.98万 | -6.68% | | 601229 | 上海银行 | 4165.56万 | 6.03% | 847.76万 | 1.23% | -5013.31万 | ...

从资金流向上来看，当日城商行板块主力资金净流入7.24亿元，游资资金净流入8565.32万元，散户资金 净流出8.1亿元。城商行板块个股资金流向见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入(元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 600919 江苏银行 | | 2.49 Z | 13.77% | -2499.87万 | -1.38% | -2.24 Z | -12.39% | | eoilea | 北京银行 | 2.15 Z | 16.03% | -3997.26万 | -2.97% | -1.75 Z | -13.06% | | 601229 上海银行 | | 1.08亿 | 13.65% | 4314.61万 | 5.44% | -1.51 Z | -19.09% | | 6000009 | 南京银行 | 8171.13万 | 11.53% | 3568.90万 | 5.04% | -1.17 Z | -16.56% | | 601838 ...

证券日报网讯1月27日，上海机场（600009）在互动平台回答投资者提问时表示，公司统一管理上海两 场，经营业务主要分为航空性业务和非航空性业务，航空性业务指与飞机、旅客及货物服务直接关联的 基础性业务；其余类似延伸的商业、办公室租赁、值机柜台出租、货运站操作业务等都属于非航空性业 务。 ...

PACTL获得IEnvA认证，也将为其客户带来实实在在的绿色价值。作为一份国际通用的"绿色证明"， IEnvA将更好助力PACTL国内外客户满足全球供应链的环保要求，降低碳排放，提升整体绿色形象。 获得IEnvA认证背后，是PACTL对绿色发展理念的坚持践行。特别是自2025年2月启动项目以来， PACTL成立专项工作组，围绕运营、货物处理、设施维护等关键环节，全面推进绿色转型：积极扩建 光伏电力项目，推进叉车"油改电"，优化照明系统，推广无纸化办公，持续提升企业内部环保管理能 力，展现了推进绿色可持续发展的坚定决心。 今后，PACTL将继续通过系统性环境认证管理，有效识别和防控运营中的环境风险，为客户供应链的 稳定运行提供坚实保障。（编辑：张薇，校对：李季威，审核：韩磊） 《中国民航报》、中国民航网 记者钱擘 报道：1月22日，上海机场集团旗下物流企业--浦东机场货运站 公司（PACTL）及其西区公共货运站，成功通过国际航空运输协会（IATA）的环境评估认证 （IEnvA），成为中国内地首家通过评审、获此全球认证资质的航空货运站。 IEnvA是由IATA推出的全球航空业权威环境管理体系认证，它以全球通用环保 ...

证券之星消息，1月26日航空机场板块较上一交易日下跌1.1%，中信海直领跌。当日上证指数报收于4132.61，下跌0.09%。深证成指报收于 14316.64，下跌0.85%。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) | | --- | --- | --- | --- | --- | --- | | 601021 | 春秋航空 | 58.13 | 0.05% | 5.09万 | 2.97亿 | | 600004 | 白云机场 | 9.59 | -0.62% | 18.77万 | 1.80亿 | | 000089 | 深圳机场 | 7.15 | -0.69% | 20.71万 | 1.48亿 | | 603885 | 吉祥航空 | 15.57 | -0.89% | 13.40万 | 2.09亿 | | 600009 | 上海机场 | 31.05 | -0.96% | 30.99万 | 9.68亿 | | 600029 | 南方航空 | 7.60 | -1.04% | 135.09万 | 10.41亿 | | 600897 | 厦门空港 | 17 ...

Investment Rating - The report maintains a "Buy" rating for major airlines including China Southern Airlines, China Eastern Airlines, Spring Airlines, and others, while recommending "Hold" for YTO Express and Shentong Express [2]. Core Insights - The report highlights a positive outlook for the aviation sector driven by multiple factors, including the upcoming Spring Festival travel peak, the appreciation of the RMB easing cost pressures, and the increase in visa-free countries for Chinese citizens, which is expected to boost international travel demand [4][7]. - The anticipated passenger transport volume during the 2026 Spring Festival is projected to reach a historical high of 95 million, with a daily average of 2.38 million passengers, reflecting a year-on-year growth of approximately 5.3% [4]. - The report emphasizes the cyclical recovery of the civil aviation market, with expectations of rising passenger load factors and ticket prices, driven by a gradual recovery in demand and limited capacity growth [4][7]. Summary by Sections Aviation and Airports - Daily flight operations from January 19 to January 23 showed slight fluctuations, with Eastern Airlines and Southern Airlines operating 2,245.80 and 2,221.80 flights respectively, while year-on-year comparisons indicate a decrease in operations [4]. - The average aircraft utilization rates during the same period were reported, with Spring Airlines achieving the highest at 9.20 hours per day, although all airlines showed a decline compared to the previous year [4]. - The report suggests that the upcoming Spring Festival will significantly enhance market demand, particularly from student travelers, as the holiday season approaches [4][7]. Logistics and Express Delivery - The report notes a divergence in the growth rates of express delivery companies, with a total of approximately 4.073 billion packages collected from January 12 to January 18, reflecting a year-on-year decline of 11.82% [7]. - It highlights the ongoing high-quality development of the express delivery industry, with policies aimed at reducing competition ("anti-involution") expected to improve profitability [7]. - The report recommends focusing on express companies with significant profit elasticity, such as Shentong Express and YTO Express, as well as those with strong growth potential in overseas markets like Jitu Express [7]. Infrastructure - The report tracks various transportation metrics, including highway and railway freight volumes, indicating a mixed performance across sectors [7]. - It suggests that the low-interest-rate environment will continue to support investment in infrastructure, with a focus on high-quality assets [7]. - Specific recommendations include investing in highway companies like Shandong Highway and Anhui Expressway, as well as railway companies like Daqin Railway and Beijing-Shanghai High-Speed Railway [7]. Shipping and Trade - The report indicates a mixed performance in shipping rates, with the SCFI index showing a decline of 7.39% week-on-week and a year-on-year drop of 28.73% [7]. - It emphasizes the potential for investment opportunities in oil and bulk shipping due to geopolitical factors and structural demand growth [7]. - Recommendations include focusing on companies like COSCO Shipping Energy and COSCO Shipping Holdings for oil shipping investments, as well as Hai Tong Development for bulk shipping [7].

Core Viewpoint - China Pacific Insurance (CPIC) has increased its stake in Shanghai Airport through block trading, maintaining a low proportion of this investment relative to its subsidiary's total assets and investment assets, in compliance with regulatory requirements [1] Group 1: Investment Strategy - CPIC adheres to the principles of "value investment, long-term investment, prudent investment, and responsible investment" [1] - The company maintains appropriate diversification in industry allocation and product selection to build an investment portfolio capable of withstanding economic cycles [1] - CPIC aims to achieve sustained and stable performance growth for its overall investment portfolio [1]

人民财讯1月21日电，日前，上海市纪委监委对上海国际机场股份有限公司原总经理黄铮霖严重违纪违 法问题进行了立案审查调查。 黄铮霖严重违反党的政治纪律、廉洁纪律、工作纪律、生活纪律，构成严重职务违法并涉嫌受贿、为亲 友非法牟利犯罪，且在党的十八大后乃至二十大后不收敛、不收手，性质严重，影响恶劣，应予严肃处 理。依据《中国共产党纪律处分条例》《中华人民共和国监察法》《中华人民共和国公职人员政务处分 法》等有关规定，经上海市纪委常委会会议研究，决定给予黄铮霖开除党籍处分；由上海市监委给予其 开除公职处分；收缴其违纪违法所得；将其涉嫌犯罪问题移送检察机关依法审查起诉，所涉财物一并移 送。 经查，黄铮霖身为国有企业党员领导干部，丧失理想信念，背弃初心使命，对党不忠诚不老实，对抗组 织审查；罔顾中央八项规定精神，收受可能影响公正执行公务的礼品、礼金，接受可能影响公正执行公 务的宴请和旅游活动安排，违规出入私人会所；廉洁底线失守；违规干预和插手市场经济活动；利用职 务上的便利为他人谋取利益，非法收受他人财物；利用职务上的便利，以明显高于市场的价格向自己的 亲友经营管理的单位采购商品，致使国家利益遭受重大损失。 ...

证券日报网讯 1月21日，上海机场（600009）在互动平台回答投资者提问时表示，公司已实施完成2025 年度中期利润分配方案，派发现金红利共计522550767.69元（含税），现金分红比例为50.05%。未来， 公司将继续坚定不移地推动高质量发展，并根据相关法律法规和《公司章程》的规定，不断优化股东回 报机制，积极探索综合利用好相关资本市场工具，进一步稳定市场预期，增强投资者的获得感，与投资 者共享发展成果，积极回报广大投资者对公司改革发展的大力支持。随着低空经济商业场景的持续丰 富，上海机场未来可以依托强大的航线网络和广泛的客货流资源进一步发挥服务和辐射长三角的作用。 公司将积极关注低空经济产业的政策走向、发展趋势及带来的产业机会。 ...