《中国民航报》、中国民航网 记者胡夕姮 报道：4月15日，长三角民航机场协同发展党建联席会（以下 简称联席会）环境协同专委会成立会议在安徽合肥举行。民航华东地区管理局党委书记姜春水出席会议 并讲话，安徽民航机场集团党委书记、董事长、总经理周晞桥主持会议。 在交流环节，多方聚焦绿色实践，共话低碳路径。华东管理局从民航规划、行业发展、监管模式等角度 提出工作思路，华东空管局分享了航线优化与新技术应用成果，明确未来绿色空管方向。上海机场集团 介绍了低碳发展"加减乘除"实践路线；东部机场集团聚焦新能源开发与绿色技术攻关；浙江省机场集团 则展示了能源管理、污染防治及三星级"双碳"机场建设成效。 会上，姜春水与周晞桥共同为环境协同专委会揭牌，宣布专委会正式成立。周晞桥代表专委会表态，将 持续秉承"共商、共建、共治、共享、共学"工作原则，紧密依托联席会和专委会平台，积极发挥长三角 民航机场群的优势力量，全力以赴推动重点项目的实施，协同推进降碳、减污、扩绿、增长，及时总结 好的经验，形成好的做法，为长三角民航机场绿色转型发展贡献力量。 姜春水强调，环境协同专委会是联席会成立以来的重大成果，对推动长三角民航绿色低碳发展，落 实 ...

Core Viewpoint - Shanghai International Airport Co., Ltd. has experienced a decline in stock price over the past four trading days, with a cumulative drop of -2.96% [1] Company Overview - Shanghai International Airport Co., Ltd. provides ground services for air transportation and related businesses, ensuring safe takeoffs and landings for airlines through advanced airport infrastructure and efficient operational systems [1] - The company offers services to passengers, including a comfortable waiting environment and high-quality service for arrivals and transfers [1] - It engages in commercial leasing through competitive bidding and negotiations, attracting experienced operators and well-known retail brands [1] Financial Performance - Huatai-PineBridge Fund's Huatai-PineBridge CSI 300 ETF is among the top ten shareholders of Shanghai Airport, having increased its holdings in the fourth quarter of last year [1] - The fund has reported a year-to-date return of -4.29%, ranking 2538 out of 3442 in its category [1]

Core Viewpoint - The China Securities Index Transportation Index has shown mixed performance, with a recent increase but a decline over the year-to-date period, indicating potential volatility in the transportation sector [2]. Group 1: Index Performance - The China Securities Index Transportation Index opened higher and rose by 0.25%, closing at 1537.59 points with a trading volume of 27.15 billion [1]. - Over the past month, the index has decreased by 0.62%, increased by 1.55% over the last three months, and has declined by 4.72% year-to-date [2]. Group 2: Index Composition - The index is composed of various sectors categorized into 11 primary industries, 35 secondary industries, over 90 tertiary industries, and more than 200 quaternary industries, providing a comprehensive analysis tool for investors [2]. - The top ten holdings in the index include: - Beijing-Shanghai High-Speed Railway (9.83%) - SF Express (9.29%) - COSCO Shipping Holdings (8.23%) - Datong Railway (6.17%) - Shanghai Airport (3.74%) - China Eastern Airlines (2.99%) - Southern Airlines (2.86%) - Air China (2.53%) - China Merchants Highway (2.45%) - Spring Airlines (2.43%) [2]. Group 3: Market Segmentation - The Shanghai Stock Exchange accounts for 75.92% of the index's holdings, while the Shenzhen Stock Exchange represents 24.08% [2]. - The industry breakdown of the index holdings is as follows: - Railway Transportation: 18.18% - Shipping: 16.69% - Air Transportation: 14.11% - Express Delivery: 13.27% - Comprehensive Logistics: 12.05% - Highways: 9.70% - Ports: 9.57% - Airports: 5.34% - Road Transportation: 1.09% [3]. Group 4: Index Adjustment Mechanism - The index samples are adjusted biannually, with adjustments occurring on the next trading day after the second Friday of June and December [3]. - Weight factors are generally fixed until the next scheduled adjustment, with temporary adjustments made in response to significant events affecting sample companies [3].

证券代码：600009 证券简称：上海机场 公告编号：临 2025-013 上海国际机场股份有限公司 2025年3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 | 45,119 | 4.29 | 665.44 | 9.04 | 34.20 | 5.49 | | 境内航线 | 25,391 | -3.26 | 369.54 | 0.65 | 2.72 | 1.12 | | 境外航线 | 19,445 | 15.78 | 295.90 | 21.71 | 31.48 | 5.89 | | -国际航线 | 16,954 | 20.47 | 256.44 | 24.67 | 28.12 | 7.86 | | -港澳台航线 | 2, ...

Investment Rating - The report maintains a "Buy" rating for the company, indicating a positive outlook for future performance [5]. Core Views - The Shanghai aviation transportation market is entering a phase of accelerated recovery, with the company expected to achieve significant year-on-year growth in 2024 [2]. - The company reported an estimated operating revenue of 12.369 billion yuan for 2024, representing a year-on-year increase of 11.97%, and a net profit attributable to shareholders of 1.934 billion yuan, reflecting a substantial growth of 107.05% [1][4]. - The company is actively expanding its market presence through joint marketing efforts with domestic and international airports and airlines, aiming to restore international flights and develop new routes [2]. Summary by Sections Financial Performance - For Q4 2024, the company anticipates an operating revenue of 3.178 billion yuan, a year-on-year increase of 1.7%, and a net profit of 732 million yuan, which is a 67.5% increase year-on-year [1]. - The company’s operating revenue and net profit forecasts for 2024-2026 have been adjusted downward due to slower-than-expected recovery in overseas routes and limited recovery in duty-free business [3]. Market Dynamics - The passenger throughput at Shanghai's two airports exceeded 124 million in 2024, setting a new historical record, while cargo and mail throughput surpassed 4.2 million tons, exceeding 2019 levels [2]. - The report highlights the strong recovery trend in the aviation market, particularly at Pudong Airport, which saw a 5.4% increase in aircraft movements and an 11.8% increase in passenger throughput in early 2025 [2]. Strategic Initiatives - The company is focusing on the integrated development of the Yangtze River Delta, enhancing regional collaboration and intermodal connectivity, and advancing the construction of a world-class aviation hub network [3].

作者丨余奔雷 图源丨Midjourney 这个小长假相信各位已经在路上了吧。 就在假期前两天，我打开各大平台看机票、搜攻略的时候，无意看到热搜上这样一张图： 以下文章来源于真叫卢俊 ，作者真叫卢俊团队 真叫卢俊 . 认认真真聊地产，实实在在谈买房。 来源丨真叫卢俊 （ID：zhenjiaolujun0426） 图源：财联社 上海机场去年赚了近20亿，同比增长了107%。 作为这个20亿项目的直接参与人，我又看了下国内其他6家上市机场的情况，净利润排名是这样的： | | 2024年国内上市机场净利润排名 (含A股、粉股) | | | --- | --- | --- | | 排序 | 上市机场 | 2024年净利润(亿元) | | 1 | 上海机场 | 19. 34 | | 2 | 白云机场 | 预计8. 32-10. 17 | | 3 | 深圳机场 | 预计4-4.4 | | ব | 海南机场 | 预计3. 2-4. 8 | | 5 | 厦门空港 | 未公开 | | 6 | 首都机场 | -13.9 | | 7 | 美兰空港 | -3. 81 | 数据来源：各机场公司年报 除了厦门空港还没动静，其他几个公司年后 ...

证券代码：600009 证券简称：上海机场 公告编号：2025-012 上海国际机场股份有限公司 关于以集中竞价交易方式回购股份的进展公告 上述回购进展符合既定的回购股份方案。 三、 其他事项 一、 回购股份的基本情况 于 2024 年 7 月 22 日召开的公司第九届董事会第十九次会议审议通过了《关 于以集中竞价交易方式回购公司股份方案的议案》，同意公司自董事会审议通过回 购股份事项之日起 12 个月内，使用自有资金以集中竞价交易方式从二级市场回购 股份用于股权激励，回购股份数量不低于 525.43 万股（含）且不超过 1,050.85 万股（含），回购价格不超过 50.46 元/股（含）。具体内容详见公司于 2024 年 7 月 25 日披露的《关于以集中竞价交易方式回购股份的回购报告书》（公告编号： 2024-041）。 在实施2024年半年度权益分派后，公司本次回购价格上限调整为不超过50.36 元/股（含），调整后的回购价格上限自 2024 年 9 月 9 日（权益分派除权除息日） 起生效。 1 二、 回购股份的进展情况 2025 年 3 月，公司未实施股份回购。截至 2025 年 3 月底，公司已 ...

Financial Performance Summary - In 2024, the total operating revenue reached 12.37 billion yuan, an increase of 11.97% compared to the previous year [1] - Operating profit was 2.72 billion yuan, showing a significant growth of 97.24% year-on-year [1] - Total profit amounted to 2.71 billion yuan, reflecting a 95.57% increase from the previous year [1] - Net profit attributable to shareholders was 1.93 billion yuan, with a year-on-year growth of 107.05% [1] - Basic earnings per share increased to 0.78 yuan, representing a 105.26% rise [1] - The weighted average return on equity improved to 4.69%, up by 2.36 percentage points [1] Operational Highlights - The company achieved a record high in passenger throughput, exceeding 1.24 billion passengers, marking a significant recovery post-pandemic [1] - Cargo and mail throughput surpassed 1 million tons, exceeding the levels seen in 2019 [1] - The increase in operating revenue was attributed to strict cost control and compensation received for property requisition [1]

Financial Performance - Total operating revenue for 2024 is expected to reach 12.369 billion yuan, a year-on-year increase of 11.97%[3] - Net profit attributable to shareholders is projected to be 1.934 billion yuan, reflecting a year-on-year growth of 107.05%[3] - Basic earnings per share increased to 0.78 yuan, up 105.26% compared to the previous year[2] - The weighted average return on equity rose to 4.69%, an increase of 2.36 percentage points[2] - Total assets at the end of the reporting period amounted to 70.046 billion yuan, a slight increase of 0.81% from the beginning of the period[2] - Shareholders' equity attributable to the company reached 41.653 billion yuan, up 2.74%[2] Operational Highlights - The company achieved a historical high in annual passenger throughput exceeding 124 million, and cargo throughput surpassing 4.2 million tons[4] - The company maintained strict cost control and benefited from compensation for property expropriation, contributing to robust operational performance[4] - The company continues to focus on enhancing operational quality and expanding its market presence in the recovering aviation sector[3] Cautionary Notes - The financial data presented are preliminary and subject to change in the annual report, highlighting the need for investors to be cautious[5]

Core Points - The China Securities Shanghai State-Owned Enterprises Index (CSI Shanghai SOE Index) decreased by 0.33%, closing at 1326.73 points with a trading volume of 22.22 billion yuan [1] - Over the past month, the CSI Shanghai SOE Index has declined by 3.31%, by 6.62% over the last three months, and by 6.57% year-to-date [2] Index Composition - The top ten weighted stocks in the CSI Shanghai SOE Index include China Pacific Insurance (8.31%), Shanghai Airport (6.27%), Guotai Junan Securities (5.51%), Shanghai Bank (4.71%), Shanghai Electric (3.53%), Sheneng Co. (3.52%), Pudong Development Bank (3.16%), Dongfang Securities (3.09%), Huayu Automotive (3.05%), and Shanghai Pharmaceuticals (3.03%) [2] - The index is composed entirely of stocks listed on the Shanghai Stock Exchange [3] Sector Allocation - The sector distribution of the CSI Shanghai SOE Index includes: Financials (28.28%), Industrials (23.74%), Consumer Discretionary (12.51%), Real Estate (10.02%), Healthcare (7.05%), Information Technology (5.82%), Communication Services (5.42%), Utilities (3.52%), Consumer Staples (2.04%), and Materials (1.59%) [3] Index Adjustment - The index samples are adjusted biannually, with adjustments occurring on the next trading day after the second Friday of June and December [3] - In special circumstances, the index may undergo temporary adjustments, such as when a sample stock is delisted or undergoes mergers, acquisitions, or splits [3]