证券代码：600009 证券简称：上海机场 公告编号：临 2025-038 上海国际机场股份有限公司 2025年7月运输生产情况简报 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 | 48,664 | 2.70 | 748.12 | 5.65 | 35.50 | 11.61 | | 境内航线 | 27,111 | -3.01 | 407.68 | -0.23 | 2.79 | 0.20 | | 境外航线 | 21,332 | 11.18 | 340.43 | 13.67 | 32.71 | 12.56 | | -国际航线 | 18,687 | 13.67 | 296.47 | 15.56 | 29.24 | 13.45 | | -港澳台航线 ...

Core Insights - Shanghai Airport (600009) announced that by July 2025, Pudong International Airport is expected to handle 48,664 aircraft movements, representing a year-on-year increase of 2.70% [1] - The passenger throughput at Pudong International Airport is projected to reach 7.4812 million, reflecting a year-on-year growth of 5.65% [1] - The cargo and mail throughput at Pudong International Airport is anticipated to be 355,000 tons, showing a year-on-year increase of 11.61% [1] - Hongqiao International Airport is expected to have 23,832 aircraft movements, marking a year-on-year increase of 3.22% [1] - The passenger throughput at Hongqiao International Airport is forecasted to be 4.2321 million, with a year-on-year growth of 3.53% [1] - The cargo and mail throughput at Hongqiao International Airport is projected to be 35,500 tons, indicating a year-on-year increase of 3.18% [1]

证券之星消息，8月14日航空机场板块较上一交易日下跌0.89%，华夏航空领跌。当日上证指数报收于 3666.44，下跌0.46%。深证成指报收于11451.43，下跌0.87%。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) | | --- | --- | --- | --- | --- | --- | | 002928 | 华夏航空 | 8.75 | -2.99% | 21.23万 | 1.87亿 | | 600221 | 海航控股 | 1.48 | -2.63% | 340.24万 | 5.09亿 | | 000099 | 中信海直 | 22.85 | -2.56% | 27.52万 | 6.35亿 | | 603885 | 吉祥航空 | 12.55 | -1.41% | 17.58万 | 2.21亿 | | 601021 | 春秋航空 | 52.30 | -1.04% | 5.12万 | 2.69 Z | | 000089 | 深圳机场 | 7.18 | -0.97% | 11.51万 | 8316.22万 | | 601111 | 中国国航 ...

Core Insights - Shanghai Airport (600009.SH) reported passenger throughput for July, with Pudong International Airport handling 7.4812 million passengers, representing a year-on-year increase of 5.65% [1] - Hongqiao International Airport recorded a passenger throughput of 4.2321 million, showing a year-on-year growth of 3.53% [1] Company Performance - Pudong International Airport's passenger throughput reached 7.4812 million in July, indicating a positive growth trend compared to the previous year [1] - Hongqiao International Airport's performance also improved, with 4.2321 million passengers, reflecting a steady increase in travel demand [1]

Group 1 - The core point of the article is that Shanghai Airport (600009.SH) reported its passenger throughput for July, showing positive growth in both Pudong and Hongqiao International Airports [1] Group 2 - Pudong International Airport had a passenger throughput of 7.4812 million, representing a year-on-year increase of 5.65% [1] - Hongqiao International Airport recorded a passenger throughput of 4.2321 million, with a year-on-year growth of 3.53% [1]

Summary of Key Points Core Viewpoint - Shanghai Airport announced its operational performance for July 2025, showing positive growth in both aircraft movements and passenger throughput at both Pudong and Hongqiao International Airports [1] Group 1: Pudong International Airport - Aircraft movements reached 48,664, representing a year-on-year increase of 2.70% [1] - Passenger throughput was 7.4812 million, reflecting a year-on-year growth of 5.65% [1] Group 2: Hongqiao International Airport - Aircraft movements totaled 23,832, marking a year-on-year increase of 3.22% [1] - Passenger throughput stood at 4.2321 million, with a year-on-year growth of 3.53% [1]

Core Insights - The announcement from Shanghai Airport indicates a projected increase in aircraft movements and passenger throughput at Pudong International Airport for July 2025, with aircraft movements expected to reach 48,664, a year-on-year increase of 2.70% [1] - Passenger throughput is anticipated to be 7.4812 million, reflecting a year-on-year growth of 5.65% [1] - Cargo and mail throughput is forecasted at 355,000 tons, showing a year-on-year increase of 11.61% [1] Domestic Operations - Domestic flight movements are projected to be 27,111, a decrease of 3.01% year-on-year [1] - Domestic passenger throughput is expected to be 4.0768 million, with a slight decrease of 0.23% year-on-year [1] - Domestic cargo and mail throughput is forecasted at 27,900 tons, with a marginal increase of 0.20% year-on-year [1] International Operations - International flight movements are expected to reach 21,332, marking a year-on-year increase of 11.18% [1] - International passenger throughput is projected at 3.4043 million, reflecting a year-on-year growth of 13.67% [1] - International cargo and mail throughput is anticipated to be 327,100 tons, with a year-on-year increase of 12.56% [1] Hongqiao International Airport - Aircraft movements at Hongqiao International Airport are projected to be 23,832, showing a year-on-year increase of 3.22% [1] - Passenger throughput is expected to reach 4.2321 million, with a year-on-year growth of 3.53% [1] - Cargo and mail throughput is forecasted at 35,500 tons, reflecting a year-on-year increase of 3.18% [1]

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | | 成交额(元) | | --- | --- | --- | --- | --- | --- | --- | | 002928 | 华夏航空 | 9.02 | 4.04% | | 36.87万 | 3.28亿 | | 603885 | 吉祥航空 | 12.73 | 1.43% | | 23.07万 | 2.93亿 | | 000099 | 中信海直 | 23.45 | 0.64% | | 27.27万 | 6.38亿 | | 601111 | 中国国航 | 7.33 | 0.55% | | 77.45万 | 5.67亿 | | 600115 | 中国东航 | 3.87 | 0.52% | | 73.55万 | 2.84亿 | | 000089 | 深圳机场 | 7.25 | 0.42% | | 10.87万 | 7856.87万 | | 600029 | 南方航空 | 5.76 | 0.35% | | 63.31万 | 3.64亿 | | 601021 | 春秋航空 | 52.85 | 0.28% | | 2.71万 | 1.43亿 | | 6 ...

Group 1 - Shanghai airports have optimized security measures by canceling personal and luggage checks at terminal entrances, retaining only explosive detection for luggage [2] - Israel's Prime Minister Netanyahu stated that the possibility of a ceasefire agreement with Hamas has become a thing of the past, denying accusations of prolonging the war [4] - The U.S. and China have agreed to suspend the implementation of a 24% tariff for 90 days while retaining 10% tariffs on certain goods [5] Group 2 - The Ministry of Finance has introduced a personal consumption loan subsidy policy, with a maximum subsidy of 3,000 yuan per loan institution and a maximum loan scale of 1 million yuan for eligible service industry entities [6] - The Ministry of Finance and the Ministry of Emergency Management have allocated 170 million yuan in disaster relief funds to support emergency rescue and assistance efforts in flood-affected areas [7] - The State Administration for Market Regulation is drafting new regulations for online food transactions to enhance food safety supervision and hold platform enterprises accountable [8] Group 3 - In the first half of the year, over 13 million new business entities were established in China, with private and foreign enterprises showing stable growth [10] - The National Development and Reform Commission announced that domestic fuel prices will remain unchanged, marking the sixteenth round of adjustments with a net decrease in prices for the year [11] - Shanghai has opened a policy channel for the transformation of commercial buildings into rental housing, allowing for mixed-use developments [12] Group 4 - Shenzhen's landmark shopping center, Huangting Plaza, is set for auction with an estimated value of 4.36 billion yuan, starting at 3.05 billion yuan, reflecting a significant price drop compared to three years ago [13] - Fujian Province has introduced measures to promote a family-friendly society, including enhancing maternity insurance and implementing childcare subsidies [14] - The Australian Federal Court ruled that Apple and Google have violated competition laws by abusing their market dominance in app store operations [21] Group 5 - The U.S. national debt has surpassed 37 trillion dollars, raising concerns about the fiscal imbalance as the government continues to accumulate debt at a record pace [17] - Brazil and Russia have signed a memorandum to strengthen economic cooperation, establishing a dialogue mechanism for further collaboration [20] - South Korea's government will lend reserve rice to stabilize rising rice prices amid supply shortages [25]

Group 1 - Shanghai Hongqiao and Pudong airports have simplified security measures by canceling passenger and luggage checks at terminal entrances, retaining only explosive detection to enhance efficiency and passenger experience [1] - The previous security process involved two checks, leading to long wait times during peak hours, prompting complaints from passengers [1] - Similar initiatives are being adopted nationwide, with multiple airports and airlines optimizing passenger experiences and reducing wait times [2] Group 2 - China Southern Airlines has eliminated the check-in cut-off time for flights between Guangzhou and Beijing Daxing, allowing passengers to arrive just 15 minutes before departure [2] - Other airports have also announced reductions in check-in cut-off times, with Shenzhen Bao'an International Airport being the first major airport to reduce its cut-off time to under 40 minutes [5] - The reduction in cut-off times is attributed to advancements in information technology, improving operational efficiency [6] Group 3 - Long wait times at airports have been identified as a significant issue for travelers, with over 51% of surveyed passengers expressing concerns about lengthy security checks and waiting times [6] - The increasing efficiency of high-speed rail services is influencing passenger choices, with many opting for trains over flights due to comparable total travel times [7][11] - The competition between civil aviation and high-speed rail is intensifying, particularly on key routes like the Beijing-Shanghai line, where high-speed rail continues to dominate in passenger numbers [11] Group 4 - In response to high-speed rail competition, Shanghai airports have introduced cross-airline voluntary transfer services for flights between Shanghai and Beijing [13] - The trend indicates a shift where civil aviation is learning from high-speed rail to enhance service and efficiency [13]