本次交易标的相关资产建成时间预计为2027年7月，预计2028年度投入运营。根据交易双方拟签订的租 赁合同，本次租赁资产为浦东机场T3航站楼北旅客过夜用房（包括场地、房屋、构筑物及机器设备 等），占地面积为6463㎡，建筑地上总高九层，总建筑面积为49,405㎡，预计客房数量为446间。本次 交易标的产权清晰，不存在抵押、质押及其他任何限制转让的情况，不涉及诉讼、仲裁事项或查封、冻 结等司法措施，不存在妨碍权属转移的其他情况。 格隆汇2月10日丨上海机场(600009.SH)公布，为助力浦东机场打造全方位门户复合型国际航空枢纽，进 一步提升其设施保障能力和服务水平，以便开展项目后续管理运营筹备工作，公司决定与机场集团签订 《浦东机场T3航站楼北旅客过夜用房租赁合同》，向其租赁浦东机场四期酒店等相关资产并取得经营 权，租赁金额合计约为5.85亿元（不含税）。 浦东机场T3航站楼北旅客过夜用房项目为上海打造世界级航空枢纽国家战略的配套设施，地理位置优 越，位于浦东机场四期航站楼（T3）国际主楼北侧，地处北交通中心，旅客流线便捷，主要为旅客及 相关人员提供住宿等服务。该项目实施旨在以旅客需求为导向，持续提升旅客在浦 ...

每经AI快讯，2月10日，上海机场（600009）(600009.SH)公告称，公司决定与上海机场(集团)有限公司 签订《浦东机场T3航站楼北旅客过夜用房租赁合同》，向其租赁浦东机场四期酒店等相关资产，租赁 金额合计约为5.85亿元(不含税)。本次交易构成关联交易，未构成重大资产重组，无需提交股东会审 议。 ...

本次交易标的相关资产建成时间预计为2027年7月，预计2028年度投入运营。根据交易双方拟签订的租 赁合同，本次租赁资产为浦东机场T3航站楼北旅客过夜用房（包括场地、房屋、构筑物及机器设备 等），占地面积为6463㎡，建筑地上总高九层，总建筑面积为49,405㎡，预计客房数量为446间。本次 交易标的产权清晰，不存在抵押、质押及其他任何限制转让的情况，不涉及诉讼、仲裁事项或查封、冻 结等司法措施，不存在妨碍权属转移的其他情况。 浦东机场T3航站楼北旅客过夜用房项目为上海打造世界级航空枢纽国家战略的配套设施，地理位置优 越，位于浦东机场四期航站楼（T3）国际主楼北侧，地处北交通中心，旅客流线便捷，主要为旅客及 相关人员提供住宿等服务。该项目实施旨在以旅客需求为导向，持续提升旅客在浦东机场的住宿体验， 做好机场出行服务链条的延伸与保障，为加快建设品质领先的国际航空枢纽注入新动能，更好助力上 海"全力打造中国入境旅游第一站"。 格隆汇2月10日丨上海机场(600009.SH)公布，为助力浦东机场打造全方位门户复合型国际航空枢纽，进 一步提升其设施保障能力和服务水平，以便开展项目后续管理运营筹备工作，公司决定与机场集 ...

上海机场公告称，公司第九届董事会第三十次会议审议通过议案，决定与控股股东机场集团签订《浦东 机场T3航站楼北旅客过夜用房租赁合同》，租赁浦东机场四期酒店等相关资产，租赁金额约5.85亿元 （不含税）。该项目预计2027年7月建成，2028年投入运营，租赁期20年。除日常关联交易外，过去12 个月内公司与同一关联人累计交易2次，金额6.57亿元。本次交易构成关联交易，未构成重大资产重 组，无需提交股东会审议。 ...

Investment Rating - The report maintains an "Overweight" rating for the transportation industry [2] Core Insights - The aviation sector is expected to benefit from the Spring Festival travel peak, leading to a positive outlook for airline stocks. The report highlights a significant increase in flight operations and passenger volumes during this period, indicating a recovery in demand [4][6] - The report emphasizes the potential for oil transportation to rise, driven by geopolitical factors and structural demand growth, suggesting a favorable investment environment in the shipping sector [6][7] Summary by Sections Investment Highlights - The report identifies key investment opportunities in the aviation sector, particularly focusing on major airlines and low-cost carriers that are expected to benefit from rising ticket prices and improved operational performance [4][6] - It also highlights the logistics and express delivery sectors, noting the positive earnings forecast for companies like SF Express, which is capitalizing on the growth of instant delivery services [6] Aviation Data Tracking - Daily flight operations from February 2 to February 6 showed significant increases for major airlines, with Eastern Airlines and Southern Airlines leading the growth [4] - The average aircraft utilization rates also improved, indicating a recovery in operational efficiency across the sector [4] Shipping Data Tracking - The report tracks various shipping indices, noting a mixed performance in container shipping but a positive trend in oil transportation indices, suggesting a potential upturn in the oil shipping market [6][7] - The report recommends focusing on companies in the oil shipping sector due to limited supply and structural demand growth [6][7] Logistics Data Tracking - The report provides data on logistics performance, indicating a substantial increase in express delivery volumes, which is expected to continue benefiting from the growth in e-commerce and instant delivery services [6] - It highlights the importance of addressing industry challenges such as competition and regulatory changes to maintain profitability [6] Company Performance Tracking - The report includes performance metrics for key companies in the aviation and logistics sectors, showcasing their earnings forecasts and operational improvements [4][6] - It emphasizes the strategic positioning of companies like Spring Airlines and China Eastern Airlines, which are expected to leverage their market positions for growth [4][6]

Group 1 - The 2026 F1 Chinese Grand Prix is scheduled to take place from March 13 to 15 at the Shanghai International Circuit [1] - The first batch of 32 air cargo containers, totaling 67.8 tons of event materials, arrived in Shanghai via Qatar Airways flight QR8962 [1] - The Shanghai airport's ground services and cargo handling companies efficiently managed the logistics to ensure timely delivery of materials to the racetrack [1] Group 2 - Due to recent cold wave weather, there are many precision equipment and racing components that require careful handling during loading and transportation [2] - The airport's cargo handling team coordinated with customs, airlines, and freight forwarders to develop a comprehensive support plan, deploying experienced personnel for the operation [2] - A green channel was established for the event materials, providing expedited services for inspection and transfer, minimizing the time goods spent outdoors in cold conditions [2]

证券之星消息，根据天眼查APP-财产线索数据整理，上海国际机场股份有限公司2月5日发布《T2国际 转国际配套服务区装修项目》，详情如下： 数据来源：天眼查APP 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 标题：T2国际转国际配套服务区装修项目 通过天眼查大数据分析，上海国际机场股份有限公司共对外投资了19家企业，参与招投标项目8121次； 财产线索方面有商标信息11条，专利信息25条，著作权信息5条；此外企业还拥有行政许可163个。 采购方：上海国际机场股份有限公司 供应商：上海卓彪建设发展有限公司 中标金额：374524.26,374524.26 地区：上海市 发布日期：2026-02-05 ...

Group 1 - The aviation and airport sector experienced a significant increase of 5.9% on February 4, with Huaxia Airlines leading the gains [1] - The Shanghai Composite Index closed at 4102.2, up 0.85%, while the Shenzhen Component Index closed at 14156.27, up 0.21% [1] - Key stocks in the aviation sector showed notable price increases, with Huaxia Airlines rising by 10.02% to a closing price of 11.53, and China Eastern Airlines increasing by 9.98% to 6.28 [1] Group 2 - The net inflow of main funds in the aviation and airport sector was 796 million yuan, while retail funds saw a net outflow of 396 million yuan [1] - Major stocks like Hainan Airlines and China Eastern Airlines had varying levels of net fund inflow and outflow, with Hainan Airlines seeing a net inflow of 336 million yuan from main funds [2] - Retail investors showed a negative trend, with significant outflows from stocks such as China Eastern Airlines and China Southern Airlines, indicating a cautious sentiment among smaller investors [2]

2026年春节长假渐行渐近，全民出行热潮开启，资金布局热情高涨。根据深圳证券交易所于2026年2月4 日公布的数据，截至2月3日，富国基金旗下旅游ETF（159766）的最新份额已达到1073364.09万份，突 破百亿份关口。这体现出市场对旅游出行板块的高度认可，资金"抢筹"迹象明显。 业内机构指出，当前旅游板块的配置价值兼具短期爆发力与中长期确定性，资金的大幅流入反映了市场 对服务消费复苏的强烈信心。从基本面看，航空运输的运力恢复、酒店餐饮的入住率回升以及景区客流 的爆发，都为板块业绩提供了坚实支撑。在当前时点，旅游板块不仅具备短期假期催化的爆发力，更具 备中长期业绩修复的确定性，估值性价比逐步凸显。 这背后是政策暖风与节日效应的共振。2026年开年以来，服务消费领域持续迎来政策支持，多部门相继 推出的促消费举措为行业注入强心剂。同时，春运大幕正式拉开，全国铁路、民航、公路客流持续攀 升，春节"黄金周"的催化作用正在兑现；"返乡潮"叠加"避寒游"、"冰雪游"双轮驱动，引爆出行链热 度。 （文章来源：每日经济新闻） 富国基金旗下的旅游ETF（159766）紧密跟踪中证旅游主题指数（930633.CSI），成 ...

Summary of Key Points Core Viewpoint - The A-share market experienced significant block trading activity on February 3, with a total transaction value of 2.236 billion yuan, highlighting notable trading in specific stocks such as Shanghai Airport, Zijin Mining, and Longjing Environmental Protection [1]. Group 1: Block Trading Activity - A total of 80 stocks underwent block trading, with Shanghai Airport leading at 349 million yuan, followed by Zijin Mining at 274 million yuan and Longjing Environmental Protection at 161 million yuan [1]. - Among the stocks traded, 7 were sold at par value, 2 at a premium, and 71 at a discount, indicating a predominance of discounted trades [1]. Group 2: Premium and Discount Rates - The stocks with the highest premium rates were DeMa Technology at 5.67% and Shen High-Speed at 2.01% [1]. - The stocks with the highest discount rates included Kai Fa Technology at 29.94%, New Wave Shares at 23.56%, and Ai Meike at 23.43% [1]. Group 3: Institutional Buying and Selling - The top institutional buying positions included Shanghai Airport at 349 million yuan, Longxin Zhongke at 116 million yuan, and Xinyuan Shares at 60.575 million yuan [2]. - The leading institutional selling positions were Nanxin Technology at 8.4 million yuan and Guobo Electronics at 4.1784 million yuan [2].