Summary of Key Points Core Viewpoint - Shanghai Airport reported significant growth in transportation metrics for September 2025, indicating a positive trend in both passenger and cargo traffic at its two main airports, Pudong International Airport and Hongqiao International Airport [2]. Group 1: Pudong International Airport Performance - The total number of aircraft movements reached 45,855, representing a year-on-year increase of 5.66% [2]. - Passenger throughput was 6.9857 million, showing a year-on-year growth of 11.69% [2]. - Cargo and mail throughput amounted to 352.6 thousand tons, with a year-on-year increase of 10.32% [2]. - Domestic flights accounted for 25,704 movements, up 2.68% year-on-year [2]. - International flights saw 17,329 movements, reflecting a 10.52% increase year-on-year [2]. Group 2: Hongqiao International Airport Performance - The total number of aircraft movements was 23,260, marking a year-on-year increase of 4.43% [2]. - Passenger throughput reached 4.0893 million, with a year-on-year growth of 6.05% [2]. - Cargo and mail throughput was 40.2 thousand tons, showing a year-on-year increase of 5.83% [2]. - Domestic flights comprised 21,639 movements, up 4.72% year-on-year [2]. - International flights recorded 555 movements, down 1.42% year-on-year [2].

Core Insights - The aviation and airport sector saw a slight increase of 0.31% on October 14, with China Eastern Airlines leading the gains [1] - The Shanghai Composite Index closed at 3865.23, down 0.62%, while the Shenzhen Component Index closed at 12895.11, down 2.54% [1] Stock Performance - China Eastern Airlines (600115) closed at 4.15, up 1.22% with a trading volume of 1.0534 million shares and a transaction value of 436 million [1] - Xiamen Airport (600897) closed at 14.56, up 1.04% with a trading volume of 19,800 shares [1] - Baiyun Airport (600004) closed at 9.54, up 0.85% with a trading volume of 179,400 shares [1] - HNA Holding (600221) closed at 1.63, up 0.62% with a trading volume of 5.3673 million shares [1] - Spring Airlines (601021) closed at 52.19, up 0.35% with a trading volume of 42,000 shares [1] Capital Flow - The aviation and airport sector experienced a net outflow of 54.71 million from institutional investors, while retail investors saw a net inflow of 97.49 million [2][3] - Major stocks like China Eastern Airlines and HNA Holding had mixed capital flows, with significant outflows from institutional and speculative investors [3]

证券代码：600009 证券简称：上海机场 公告编号：临 2025-049 上海国际机场股份有限公司 2025年9月运输生产情况简报 上海国际机场股份有限公司 董事会 2025 年 10 月 15 日 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 | 45,855 | 5.66 | 698.57 | 11.69 | 35.26 | 10.32 | | 境内航线 | 25,704 | 2.68 | 387.16 | 6.99 | 3.13 | 2.38 | | 境外航线 | 19,810 | 9.87 | 311.40 | 18.15 | 32.13 | 11.16 | | -国际航线 | 17,329 | 10.52 | 271.62 | ...

Core Insights - Shanghai Airport (600009.SH) reported its transportation production data for September 2025, showing significant growth in various metrics [1] Group 1: Airport Performance - Pudong International Airport recorded a total of 45,855 aircraft takeoffs and landings, representing a year-on-year increase of 5.66% [1] - The passenger volume at Pudong International Airport reached 6.9857 million, marking a year-on-year growth of 11.69% [1] - Cargo and mail volume at Pudong International Airport amounted to 352.6 thousand tons, reflecting a year-on-year increase of 10.32% [1] Group 2: Hongqiao International Airport Performance - Hongqiao International Airport had a total of 23,260 aircraft takeoffs and landings, which is a year-on-year increase of 4.43% [1] - The passenger volume at Hongqiao International Airport was 4.0893 million, showing a year-on-year growth of 6.05% [1] - Cargo and mail volume at Hongqiao International Airport reached 40.2 thousand tons, with a year-on-year increase of 5.83% [1]

Core Insights - Shanghai Airport (600009.SH) reported its transportation production data for September 2025, showing significant growth in various metrics [1] Group 1: Pudong International Airport Performance - Total aircraft movements reached 45,855, representing a year-on-year increase of 5.66% [1] - Passenger throughput was 6.9857 million, reflecting a year-on-year growth of 11.69% [1] - Cargo and mail throughput amounted to 352,600 tons, with a year-on-year increase of 10.32% [1] Group 2: Hongqiao International Airport Performance - Total aircraft movements totaled 23,260, marking a year-on-year increase of 4.43% [1] - Passenger throughput reached 4.0893 million, showing a year-on-year growth of 6.05% [1] - Cargo and mail throughput was 40,200 tons, with a year-on-year increase of 5.83% [1]

Core Insights - Shanghai Airport reported significant growth in September 2023, with Pudong International Airport's aircraft takeoffs and landings reaching 45,855, a year-on-year increase of 5.66% [1] - Passenger throughput at Pudong International Airport was 6.9857 million, reflecting a year-on-year growth of 11.69% [1] - Cargo and mail throughput at Pudong International Airport totaled 352,600 tons, marking a year-on-year increase of 10.32% [1] - Hongqiao International Airport recorded 23,260 aircraft movements, up 4.43% year-on-year [1] - Passenger throughput at Hongqiao International Airport was 4.0893 million, with a year-on-year increase of 6.05% [1] - Cargo and mail throughput at Hongqiao International Airport reached 40,200 tons, showing a year-on-year growth of 5.83% [1]

Core Insights - Shanghai Airport announced that by September 2025, the number of aircraft takeoffs and landings at Pudong International Airport is projected to reach 45,855, representing a year-on-year increase of 5.66% [1] - The passenger throughput is expected to be 6.9857 million, reflecting a year-on-year growth of 11.69% [1] - The cargo and mail throughput is anticipated to reach 352,600 tons, with a year-on-year increase of 10.32% [1] Domestic Operations - For domestic routes, the number of aircraft takeoffs and landings is expected to be 25,704, showing a year-on-year increase of 2.68% [1] - The passenger throughput for domestic routes is projected to be 3.8716 million, with a year-on-year growth of 6.99% [1] - The cargo and mail throughput for domestic routes is expected to reach 31,300 tons, reflecting a year-on-year increase of 2.38% [1] International Operations - For international routes, the number of aircraft takeoffs and landings is projected to be 19,810, indicating a year-on-year increase of 9.87% [1] - The passenger throughput for international routes is expected to be 3.114 million, with a year-on-year growth of 18.15% [1] - The cargo and mail throughput for international routes is anticipated to reach 321,300 tons, reflecting a year-on-year increase of 11.16% [1]

Core Insights - Shanghai Airport announced that by September 2025, the number of aircraft takeoffs and landings at Pudong International Airport is projected to reach 45,855, representing a year-on-year increase of 5.66% [1] - The passenger throughput is expected to be 6.9857 million, reflecting a year-on-year growth of 11.69% [1] - The cargo and mail throughput is anticipated to be 352,600 tons, showing a year-on-year increase of 10.32% [1] Domestic Routes - For domestic routes, the number of aircraft takeoffs and landings is projected to be 25,704, with a year-on-year increase of 2.68% [1] - The passenger throughput for domestic routes is expected to reach 3.8716 million, marking a year-on-year growth of 6.99% [1] - The cargo and mail throughput for domestic routes is forecasted to be 31,300 tons, indicating a year-on-year increase of 2.38% [1] International Routes - The number of aircraft takeoffs and landings for international routes is expected to be 19,810, reflecting a year-on-year increase of 9.87% [1] - The passenger throughput for international routes is projected to be 3.114 million, showing a significant year-on-year growth of 18.15% [1] - The cargo and mail throughput for international routes is anticipated to reach 321,300 tons, with a year-on-year increase of 11.16% [1]

Core Insights - The city commercial bank sector experienced a rise of 1.16% on October 10, with Qilu Bank leading the gains [1] - The Shanghai Composite Index closed at 3897.03, down 0.94%, while the Shenzhen Component Index closed at 13355.42, down 2.7% [1] Stock Performance - Qilu Bank (601665) closed at 5.89, up 2.97% with a trading volume of 950,900 shares and a transaction value of 558 million yuan [1] - Shanghai Bank (601229) closed at 9.19, up 2.57% with a trading volume of 1,210,400 shares and a transaction value of 1.108 billion yuan [1] - Suzhou Bank (002966) closed at 8.25, up 2.23% with a trading volume of 555,600 shares and a transaction value of 456 million yuan [1] - Hangzhou Bank (600926) closed at 15.54, up 1.83% with a trading volume of 668,700 shares and a transaction value of 1.037 billion yuan [1] - Jiangsu Bank (616009) closed at 10.12, up 1.30% with a trading volume of 1,581,700 shares and a transaction value of 1.598 billion yuan [1] Capital Flow - The city commercial bank sector saw a net outflow of 417 million yuan from institutional investors, while retail investors contributed a net inflow of 176 million yuan [2] - Shanghai Bank had a net inflow of 101 million yuan from institutional investors, but a net outflow of 51.32 million yuan from speculative funds [3] - Jiangsu Bank experienced a net inflow of 59.37 million yuan from institutional investors, with a net outflow of 68.54 million yuan from speculative funds [3]

Group 1 - The core point of the article highlights the significant increase in flight operations and passenger traffic at Shanghai airports during the National Day and Mid-Autumn Festival holiday period, indicating a recovery in travel demand [1][4]. - During the holiday from October 1 to 8, Shanghai Pudong and Hongqiao airports together handled 19,000 flight takeoffs and landings, with an average of 2,448 flights per day, representing a year-on-year growth of 6.0% [1]. - The total number of passengers traveling in and out of the airports reached 3.251 million, with an average of 406,000 passengers per day, marking a year-on-year increase of 9.3% and setting a historical record for the National Day holiday [4]. Group 2 - The 8-day holiday period stimulated growth in both outbound and domestic long-distance tourism, with Shanghai emerging as a popular destination for foreign tourists due to the expanded visa-free policy [3].