Core Insights - Hainan lychee season has commenced, with significant efforts from Hainan Airport Group to ensure efficient air transportation for the fruit [2][3] - The transportation of lychees is expected to reach 5,000 tons from Haikou Meilan International Airport, marking a 133% increase year-on-year [2] - Sanya Phoenix International Airport has established a dedicated lychee transport channel to enhance service quality and meet market demand [2][3] Transportation Efficiency - Haikou Meilan Airport has implemented a "green channel" for lychee transport, along with a "time-segmented collection" mechanism to ensure rapid and safe delivery [2] - The airport has increased its operational capacity by adding 10 towing vehicles and utilizing part-time workers to boost transportation efficiency during the lychee season [2][3] - Sanya Phoenix Airport has optimized its security check processes and maintained all cargo channels open during peak periods to enhance the efficiency of the lychee transport chain [3] Market Preparation - Prior to the lychee harvest, Sanya Phoenix Airport conducted market research and established communication with sales agents to ensure effective transport arrangements [3] - The airport has set up specific signage in domestic cargo areas to improve transfer efficiency for lychee shipments [3] - The collaboration between Qionghai Boao Airport's cargo department and shippers has enabled a seamless transport process from arrival to dispatch, ensuring timely delivery of fresh lychees [3] Future Plans - Hainan Airport Group aims to continue enhancing air transport efficiency by accelerating the opening of "green channels" and improving service quality for seasonal agricultural products [3]

Core Points - Hainan lychee season has entered a peak sales period, with Hainan Airport Group initiating comprehensive transportation support for the 2025 lychee season to ensure efficient and safe air transport [1][2] - The expected lychee transportation volume at Haikou Meilan International Airport during the season is 5,000 tons, representing a 133% year-on-year increase [1] - Sanya Phoenix International Airport has established a dedicated lychee transport channel, having already facilitated the transport of 2,073 tons of lychee as of May 18 [1] - Qionghai Boao International Airport has coordinated closely with shippers to ensure seamless transport from arrival to shipment, achieving "immediate transport" [1] Transportation Efficiency Measures - Haikou Meilan International Airport has implemented a special guarantee plan tailored to the characteristics of lychee, including a "green channel" and a "time-segmented collection and transport" mechanism [2] - The airport has established a four-dimensional dynamic monitoring mechanism for "flights-cargo volume-equipment-personnel" to allocate resources in real-time [2] - Additional measures include expanding storage space and increasing the number of towing vehicles by 10 to enhance transportation efficiency [2] - Sanya Phoenix International Airport conducted market research and communicated with sales agents in advance to prepare for transportation support [2] Future Plans - Hainan Airport Group aims to accelerate the opening of air "green channels" and improve transportation efficiency to create a more effective air logistics system for seasonal agricultural products [2]

Core Viewpoint - The real estate sector has emerged as a new focus for market speculation, with significant gains in real estate ETFs, indicating a shift in investor interest towards this industry [1][3]. Group 1: ETF Performance - The real estate ETF fund (515060) and real estate ETF (512200) both saw half-day increases of 1.72% and 1.7% respectively, leading the market [1][3]. - The real estate ETF (512200) has a large scale of 4.739 billion units, with a half-day trading volume of 161 million yuan, tracking the CSI All Share Real Estate Index [3]. - The real estate ETF (159768) recorded a half-day increase of 0.76%, with a scale of 1.265 billion units and a trading volume of 17.1127 million yuan, tracking the CSI Mainland Real Estate Theme Index [6]. - The real estate ETF (159707) experienced a half-day increase of 0.68%, with a scale of 859 million units and a trading volume of 14.8376 million yuan, tracking the CSI 800 Real Estate Index [9]. Group 2: Market Dynamics - The "de-inventory" strategy in the real estate sector is primarily driven by a reversal in supply-demand dynamics and declining sales data, leading to an oversupply of commercial housing and an extended inventory clearance cycle [3]. - Anticipation of more proactive fiscal and monetary policies, along with new policies aimed at improving housing quality, is expected to further stimulate and release demand for improved housing, supporting stable industry development [3]. Group 3: Major Constituents of Indices - The top five constituents of the CSI All Share Real Estate Index include leading companies such as Poly Developments (10.13% weight), Vanke A (9.17% weight), and China Merchants Shekou (6.43% weight) [4]. - The CSI Mainland Real Estate Theme Index also features major companies like Poly Developments (14.80% weight), Vanke A (14.20% weight), and China Merchants Shekou (14.16% weight) [7][10].

Group 1: Hainan Airlines - Hainan Airlines reported a 10.33% year-on-year increase in revenue passenger kilometers for April [1] - The group's passenger capacity input increased by 10.32% year-on-year [1] - Cargo and mail volume increased by 23.20% year-on-year, with cargo mail revenue ton-kilometers up by 41.04% [1] Group 2: Heng Rui Medicine - Heng Rui Medicine completed a share buyback, repurchasing 12.9051 million shares for a total of 601 million yuan [2] - The shares repurchased represent 0.2% of the company's total share capital, with an average buyback price of approximately 46.59 yuan per share [2] Group 3: China Shenhua - China Shenhua's coal sales volume in April decreased by 4% year-on-year, totaling 35.6 million tons [6] - The company's total electricity generation fell by 9.9% year-on-year [6] Group 4: China National Aviation - China National Aviation reported an 8.6% year-on-year increase in passenger turnover for April [8] - The average passenger load factor reached 81.3%, up 2.5 percentage points year-on-year [8] Group 5: Yuyue Medical - Yuyue Medical's subsidiary received EU MDR certification for its automated external defibrillator (AED) product [9] Group 6: Hubei Yihua - Hubei Yihua's controlling shareholder plans to increase its stake in the company by 200 million to 400 million yuan [12] Group 7: Other Companies - Chengdi Xiangjiang signed a contract for a data center project with a total value of 1.632 billion yuan [3] - Jingyuan Environmental Protection's subsidiary signed a contract for a computing cluster construction project worth 365 million yuan [4]

有投资问及三亚凤凰国际机场的运营情况，海南机场董事兼常务副总裁杨晓强回答称，随着全球旅游市 场的回暖以及海南国际免签政策的推动，公司旗下三亚凤凰国际机场的国际航线逐步恢复呈现增长态 势。2024年，三亚凤凰国际机场累计完成国际及地区旅客吞吐量64.3万人次，同比增长分别为440.4%。 2025年1-3月，三亚凤凰国际机场累计完成国际及地区旅客吞吐量22.09万人次，同比增长74.1%。 今年4月30日，海南机场发布公告，拟以自有或自筹资金，收购关联方海口美兰国际机场有限责任公司 持有的美兰空港(00357.HK)2.38亿股内资股，经交易双方公平协商后，此次交易价款为23.39亿元，折合 每股9.85元。 目前，美兰空港主要从事航空及非航空两大业务：航空业务主要包括提供停机坪服务、航站楼设施、地 勤服务以及旅客和货物的处理服务；非航空业务主要包括出租美兰机场的商业及零售铺位、机场相关业 务特许经营、广告位、酒店服务、停车场、旅游服务及出售免税品及消费品等。 "海南将在2025年年底前适时启动封关运作，封关后，海南将实施"一线放开、二线管住、岛内自由"监 管模式，叠加离岛免税、保税航油、第七航权、59国免签、 ...

Group 1 - Feilong Co., Ltd. received a project designation notification letter from a well-known domestic automobile brand, becoming a supplier for a water-side thermal management module, with expected sales revenue during the lifecycle meeting disclosure standards [1] - Hanchuan Intelligent's controlling shareholder received a warning letter from Jiangsu Securities Regulatory Bureau for failing to timely disclose a share pledge contract, which may affect the company's control and stock price [2] - Vanke A completed the redemption of the "20 Vanke 04" corporate bonds, with a redemption amount of 1.5 billion yuan and interest payment of 51.75 million yuan [3][4] Group 2 - China Shenhua reported a 4% year-on-year decline in coal sales volume for April, totaling 35.6 million tons, and a 3.9% decrease in commodity coal production [5] - Shaanxi Black Cat plans to increase capital by 600 million yuan for its wholly-owned subsidiary Xinjiang Black Cat Coal Industry to enhance its capital strength [6][7] - China National Aviation reported an 8.6% year-on-year increase in passenger turnover for April, with a 5.3% increase in passenger capacity [8][9] Group 3 - Huabei Pharmaceutical's subsidiary received approval for clinical trials of a recombinant tetanus vaccine, which is a new generation vaccine with better safety and immunogenicity [10] - China Chemical's subsidiary received a lawsuit notice related to a securities false statement liability dispute [11] - China Metallurgical Group reported a 24.9% year-on-year decline in new contract value for January to April, totaling 308.4 billion yuan [13] Group 4 - Zhongmei Energy reported a 5.8% year-on-year decline in commodity coal sales for April, totaling 21.1 million tons [14] - Huangma Technology announced a plan to reduce holdings of up to 6.26 million shares due to personal funding needs [15] - Aiyingshi proposed a cash dividend of 2.53 yuan per 10 shares for the fiscal year 2024 [16] Group 5 - Shengyi Technology's executives plan to reduce their holdings by a total of 1.49 million shares [17] - CanSino's inhaled tuberculosis vaccine received clinical trial approval in Indonesia [18] - Beidouxingtong completed the acquisition of 51% of Shenzhen Tianli Automotive Electronics Technology Co., Ltd. [19] Group 6 - Spring Airlines reported a 12.29% year-on-year increase in available capacity for April, with a total of 4.73 billion ton-kilometers [20] - Dongya Pharmaceutical's raw material drug received registration certification in South Korea [21] - Shandong Steel plans to establish a sales subsidiary with a registered capital of 20 million yuan [22] Group 7 - Caida Securities appointed Hu Hengsong as the executive vice president [23] - Aibulu's vice president resigned due to personal career planning [24] - *ST Jinguang's stock price surged amid a warning of delisting risk [25] Group 8 - Yunnan Energy Investment plans to implement a 600,000 tons/year salt production energy-saving and carbon reduction project with a total investment of 448 million yuan [27] - Hanyu Group's executives plan to reduce their holdings due to personal funding needs [28] - Jiangsu Boyun's shareholders plan to reduce their holdings by up to 971,300 shares [29] Group 9 - Hainan Airport signed a cooperation agreement with Harbin Institute of Technology (Shenzhen) to establish a joint laboratory [32] - Xiamen Tungsten New Energy plans to acquire 47% of Ganzhou Haopeng Technology Co., Ltd. [33] - Dongfang Materials announced a change in controlling shareholder due to judicial auction of shares [34] Group 10 - Jingyuan Environmental Protection's executives plan to reduce their holdings by a total of 1.176% of the company's shares [35] - China Pacific Insurance reported a 10.4% year-on-year increase in original insurance premium income for the first four months [36] - ST United is planning a major asset restructuring and has suspended trading [37] Group 11 - *ST Suwu's chairman received a notice of investigation for suspected information disclosure violations [39] - Huagong Technology's subsidiary plans to establish a joint venture [40] - Qibin Group terminated the purchase of 28.78% equity in its subsidiary [41] Group 12 - Huakang Clean signed a construction contract worth 143 million yuan with Dengfeng City General Hospital [42] - Kanghong Pharmaceutical received approval for clinical trials of a drug for postpartum depression [43] - Shengjing Micro plans to repurchase shares worth between 30 million and 50 million yuan [44] Group 13 - Shenghe Resources' subsidiary plans to acquire 100% of Peak Rare Earths Limited for 158 million Australian dollars [45] - Sinopec's controlling shareholder increased its stake by 302 million H-shares, amounting to HKD 1.232 billion [46] - Mingyang Circuit plans to repurchase shares worth between 15 million and 25 million yuan [47] Group 14 - China Oil Engineering's subsidiary won a project in Iraq worth approximately 11.538 billion yuan [48] - Chaojie Co., Ltd. announced the termination of a share transfer agreement [49]

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。 一、海南机场设施股份有限公司（以下简称"海南机场"或"公司"）2025 年 4 月机场业务生产经营数据快报如下： | 项目 | 月度 | | 累计 | | | --- | --- | --- | --- | --- | | | 本月数 | 同比增长 | 累计数 | 同比增长 | | 一、起降架次（架次） | 13,124 | 6.71% | 61,284 | 11.80% | | 其中：境内航线 | 12,622 | 4.83% | 59,062 | 10.27% | | 地区航线 | 92 | 64.29% | 402 | 68.91% | | 国际航线 | 410 | 102.97% | 1,820 | 79.31% | | 二、旅客吞吐量（万人次） | 195.89 | 9.39% | 995.47 | 8.77% | | 其中：境内航线 | 187.74 | 7.17% | 964.73 | 7.39% | | 地区航线 | 1.21 | 127.76% | 5.28 | ...

股票代码：600515 股票简称：海南机场 公告编号：临 2025-036 海南机场设施股份有限公司 关于签署共建校企联合实验室合作协议的自愿性披露公告 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。 重要内容提示： ? 本协议书的签署仅代表双方确立了合作关系，后续具体合作细节有待进一步 商讨，实施进度和执行情况尚存在不确定性。 ? 本合作协议的签署不构成关联交易，亦不构成重大资产重组，未触及公司董 事会及股东大会审议标准。为便于投资者作出价值判断和投资决策，公司对本次协 议签署情况进行自愿性披露。 ? 公司将根据合作具体事项的后续进展，按照相关法律法规及《公司章程》的 规定，履行相应的审批程序和信息披露义务。 ? 相关风险提示：研发过程可能受限于部分技术瓶颈或因技术迭代导致无法达 到预期性研发目标的风险，敬请广大投资者注意投资风险。 一、合作协议签署的基本情况 为了促进海南机场设施股份有限公司（简称"海南机场""公司"）与哈尔滨 工业大学（深圳）（简称"哈工大（深圳）"）双方自主创新研发工作的发展，为 社会提供优质的产品及服 ...

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。 海南机场设施股份有限公司 关于签署共建校企联合实验室合作协议的自愿性披露公告 股票代码：600515 股票简称：海南机场 公告编号：临 2025-036 重要内容提示： 本协议书的签署仅代表双方确立了合作关系，后续具体合作细节有待进一步 商讨，实施进度和执行情况尚存在不确定性。 本合作协议的签署不构成关联交易，亦不构成重大资产重组，未触及公司董 事会及股东大会审议标准。为便于投资者作出价值判断和投资决策，公司对本次协 议签署情况进行自愿性披露。 公司将根据合作具体事项的后续进展，按照相关法律法规及《公司章程》的 规定，履行相应的审批程序和信息披露义务。 相关风险提示：研发过程可能受限于部分技术瓶颈或因技术迭代导致无法达 到预期性研发目标的风险，敬请广大投资者注意投资风险。 一、合作协议签署的基本情况 为了促进海南机场设施股份有限公司（简称"海南机场""公司"）与哈尔滨 工业大学（深圳）（简称"哈工大（深圳）"）双方自主创新研发工作的发展，为 社会提供优质的产品及服务，同时为抢抓新 ...

跟踪中证旅游的公募基金包括：富国中证旅游主题ETF、华夏中证旅游主题ETF。 金融界5月12日消息，上证指数高开高走，中证旅游主题指数 (中证旅游，930633)上涨0.9%，报2783.81 点，成交额67.19亿元。 数据统计显示，中证旅游主题指数近一个月下跌4.42%，近三个月上涨1.01%，年至今下跌5.28%。 据了解，中证旅游主题指数选取不超过50家业务涉及旅游住宿、旅游游览、旅游购物、旅游娱乐、旅游 综合服务、旅游出行、旅游餐饮、旅游地产开发等旅游产业链的上市公司证券作为指数样本，以反映旅 游主题上市公司证券的整体表现。该指数以2008年12月31日为基日，以1000.0点为基点。 从指数持仓来看，中证旅游主题指数十大权重分别为：中国中免（14.99%）、宋城演艺（7.39%）、上 海机场（6.38%）、锦江酒店（5.53%）、首旅酒店（5.15%）、中国东航（5.13%）、南方航空 （5.05%）、中国国航（4.48%）、春秋航空（4.38%）、海南机场（3.87%）。 从中证旅游主题指数持仓样本的行业来看，消费者服务占比48.04%、交通运输占比31.30%、零售业占 比14.99%、房地产 ...