证券代码：600009 证券简称：上海机场 公告编号：临 2026-001 上海国际机场股份有限公司 关于股东权益变动的提示性公告 重要内容提示： | 权益变动方向 | 比例增加☑ | | 比例减少□ | | --- | --- | --- | --- | | 权益变动前合计比例 | 2.09% | | | | 权益变动后合计比例 | 5.00% | | | | 是否触发强制要约收购 | 是□ | 否☑ | | | 义务 | | | | 本次权益变动不会导致公司控股股东及实际控制人发生变化 一、本次权益变动基本情况 2026 年 1 月 12 日，公司收到通知，信息披露义务人太保资产通 过大宗交易方式于 2026 年 1 月 9 日完成本次权益变动，增加公司 72,424,000 股 A 股股份，合计持股数量由 51,991,684 股增加至 124,415,684 股，持股比例由 2.09%增加至 5.00%。现将其有关权益 变动情况公告如下： 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。 2 太保寿险的保险资金，根 ...

上海机场公告称，2026年1月9日，信息披露义务人太保资产通过大宗交易方式，增持公司72,424,000股 A股股份。其合计持股数量由51,991,684股增至124,415,684股，持股比例由2.09%增至5.00%。太保资产 和太保寿险属一致行动人，增持资金源于太保资产受托管理的保险资金。本次权益变动不会使公司控股 股东及实际控制人改变。 ...

上海机场1月9日大宗交易平台共发生3笔成交，合计成交量7242.40万股，成交金额21.40亿元。成交价格 均为29.55元，相对今日收盘价折价9.61%。从参与大宗交易营业部来看，机构专用席位共出现在3笔成 交的买方或卖方营业部中，合计成交金额为21.40亿元，净买入21.40亿元。 证券时报·数据宝统计显示，上海机场今日收盘价为32.69元，下跌0.43%，日换手率为0.57%，成交额为 3.79亿元，全天主力资金净流出893.43万元，近5日该股累计下跌0.21%，近5日资金合计净流入6586.60 万元。 1月9日上海机场大宗交易一览 | 成交量 | 成交金额 | 成交价格 | 相对当日收盘折 | 买方营 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | | （万股） | （万元） | （元） | 溢价（%） | 业部 | | | 4039.03 | 119353.34 | 29.55 | -9.61 | 机构专 | 国泰海通证券股份有限公司上海长宁 | | | | | | 用 | 区江苏路证券营业部 | | 2089.15 | 61734.38 | 29 ...

第3笔成交价格为29.55元，成交1,114.22万股，成交金额32,925.20万元，溢价率为-9.61%，买方营业部 为机构专用，卖方营业部为国泰海通证券股份有限公司上海长宁区江苏路证券营业部。 进一步统计，近3个月内该股累计发生3笔大宗交易，合计成交金额为21.4亿元。该股近5个交易日累计 下跌0.21%，主力资金合计净流入6073.35万元。 责任编辑：小浪快报 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 1月9日，上海机场收跌0.43%，收盘价为32.69元，发生3笔大宗交易，合计成交量7242.4万股，成交金 额21.4亿元。 第1笔成交价格为29.55元，成交4,039.03万股，成交金额119,353.34万元，溢价率为-9.61%，买方营业部 为机构专用，卖方营业部为国泰海通证券股份有限公司上海长宁区江苏路证券营业部。 第2笔成交价格为29.55元，成交2,089.15万股，成交金额61,734.38万元，溢价率为-9.61%，买方营业部 为机构专用，卖方营业部为国泰海通证券股份有限公司上海长宁区江苏路证券营业部。 ...

Core Viewpoint - The aviation and airport sector experienced a decline of 1.19% on January 9, with China Eastern Airlines leading the drop, while the overall Shanghai Composite Index rose by 0.92% [1] Group 1: Market Performance - The Shanghai Composite Index closed at 4120.43, up 0.92%, and the Shenzhen Component Index closed at 14120.15, up 1.15% [1] - The aviation and airport sector saw a net outflow of 408 million yuan from major funds, while retail investors contributed a net inflow of 377 million yuan [2] Group 2: Individual Stock Performance - China Eastern Airlines (600115) closed at 5.98, down 3.24%, with a trading volume of 1.3034 million shares and a transaction value of 778 million yuan [2] - Other notable declines included Spring Airlines (601021) down 1.87% and China National Airlines (601111) down 1.64% [2] - The highest trading volume was recorded for Hainan Airlines (600221) with 4.4577 million shares traded, despite a decline of 10.85% in net inflow from major funds [3] Group 3: Fund Flow Analysis - Major funds showed significant outflows in several stocks, including Hainan Airlines with a net outflow of 83.62 million yuan, and Spring Airlines with a net outflow of 28.47 million yuan [3] - Retail investors showed a positive net inflow in several stocks, with Hainan Airlines seeing a retail net inflow of 64.82 million yuan [3]

从经营模式来看，目前国内机场商业主要有三种经营模式：一是自营，即机场管理机构自己经营；二是 特许经营、租赁外包或委托管理；三是联合或合作经营。不同机场的商业管理及运营模式是在各地机场 历史发展演变的多种因素影响下形成的。 内容概要：机场商业对城市经济发展、旅客体验提升及文化交流传播都有着不可忽视的作用。国内枢纽 机场商业收入的驱动力主要源自多方面协同作用。机场商业生态是一个多元且紧密关联的体系，是机场 非航收入的重要来源。在非航业务中，最具代表性的是广告、商业零售和餐饮业务，是非航业务收入中 占比最大的业务板块。非航业务各板块相互协作，共同打造便捷、舒适且具商业活力的机场环境，满足 旅客多样化需求，提升机场整体运营效益。2024年我国机场商业市场规模1136.7亿元，其中，航空性收 入502.62亿元，非航空收入634.08亿元。在非航空收入中，机场零售额151.64亿元，机场广告收入95.72 亿元，机场餐饮收入134.59亿元，机场物流收入116.51亿元，租赁及其他收入135.62亿元。 相关企业：上海国际机场股份有限公司、广州白云国际机场、海南机场设施股份有限公司、深圳市机场 （集团）有限公司、厦门高 ...

Market Overview - The aviation and airport sector experienced a decline of 0.33% on January 8, with Xiamen Airport leading the drop [1] - The Shanghai Composite Index closed at 4082.98, down 0.07%, while the Shenzhen Component Index closed at 13959.48, down 0.51% [1] Stock Performance - Notable stock performances include: - CITIC Hainan Airlines (Code: 6600000) rose by 2.26% to close at 21.27 with a trading volume of 249,100 shares and a turnover of 530 million yuan [1] - Spring Airlines (Code: 601021) increased by 0.66% to 59.43 with a turnover of 310 million yuan [1] - China Eastern Airlines (Code: 600115) saw a rise of 0.65% to 6.18 with a trading volume of 827,800 shares [1] - Xiamen Airport (Code: 600897) fell by 1.86% to 17.39 with a turnover of 162 million yuan [2] Capital Flow - The aviation and airport sector saw a net outflow of 222 million yuan from major funds, while retail investors contributed a net inflow of 243 million yuan [2] - The capital flow for individual stocks indicates: - CITIC Hainan Airlines had a net outflow of 33.83 million yuan from major funds [3] - Shanghai Airport experienced a net inflow of 11.45 million yuan from major funds [3] - Xiamen Airport had a net outflow of 15.54 million yuan from major funds but a net inflow of 16.07 million yuan from retail investors [3]

格隆汇1月8日｜摩根大通发表报告指，中国机场业踏入2026年迎来国际旅游强劲复苏，但投资者需应对 免税特许权重设，对盈利带来的影响。中国去年国际旅客量按年增长18%至22%，主要机场客流量已超 越疫前水平。该行上调对上海机场评级并视为行业首选，其新成立的免税合资企业预计将推动今明两年 盈利增长12%，并凭借业主+股东模式确立行业领先地位。北京首都机场新合约带来的上行空间有限， 且对旅客增长敏感度较低。白云机场受惠高收益分成模式及强劲国际客流，深圳机场仍以国内业务为 主。 该行把上海机场评级由"中性"上调至"增持"，目标价由35元上调至45元；维持白云机场"增持"评级 及13元目标价；但下调北京首都机场评级至"中性"，目标价由4港元降至3港元；维持深圳机场"减持"评 级及目标价6元。 ...

摩根大通 证券股份有限公司将 上海机场 评级上调至超配。 ...

Market Performance - The city commercial bank sector experienced a slight increase of 0.0% on January 7, with Hangzhou Bank leading the gains [1] - The Shanghai Composite Index closed at 4085.77, up 0.05%, while the Shenzhen Component Index closed at 14030.56, up 0.06% [1] Individual Stock Performance - Hangzhou Bank (600926) closed at 15.80, with a rise of 1.61% and a trading volume of 817,400 shares [1] - Ningbo Bank (002142) closed at 29.12, up 0.83%, with a trading volume of 411,100 shares [1] - Other notable performances include Jiangsu Bank (601963) at 10.64 (+0.38%) and Shanghai Bank (601229) at 9.96 (+0.30%) [1] Capital Flow Analysis - The city commercial bank sector saw a net outflow of 170 million yuan from institutional investors, while retail investors contributed a net inflow of 188 million yuan [2] - The overall capital flow indicates a mixed sentiment, with institutional investors withdrawing funds while retail investors increased their positions [2] Detailed Capital Flow by Bank - Jiangsu Bank had a net inflow of 123 million yuan from institutional investors, while retail investors saw a net outflow of 27 million yuan [3] - Hangzhou Bank experienced a net inflow of 84 million yuan from institutional investors, but retail investors had a significant outflow of 132 million yuan [3] - Chengdu Bank recorded a net inflow of 55 million yuan from institutional investors, with retail investors also experiencing a net outflow [3]