1月23日，智通财经获悉，随着春节假期日益临近，"南下避寒"与离岛免税购物热潮持续升温，机票预 订也进入高峰期。多个在线旅游平台数据显示，海口、三亚跻身国内热门目的地。2026年春运自2月2日 开始，至3月13日结束，为期40天。据预测，海南控股旗下海南机场集团岛内海口美兰、三亚凤凰、琼 海博鳌三大机场旅客吞吐量将突破817.5万人次，有望继续创历史新高。其中海口美兰机场旅客量预计 将达到438.5万人次，三亚凤凰机场旅客量预计将达到349.3万人次，琼海博鳌机场旅客量预计将达到 29.7万人次。 海南机场方面指出，春运客流时序特征鲜明，除夕前客流量将呈稳步增长态势，2月13日前后达到入岛 高峰；预计将在2月21日（初五）至23日（初七）、3月3日元宵节前后出现两轮返岗返学小高峰。（智 通财经记者 邵冰燕） ...

Core Viewpoint - The ground comprehensive service industry in China's civil aviation sector is experiencing rapid growth, driven by the recovery of air transport and supportive government policies, with the market expected to reach 230 billion yuan in 2024, reflecting a year-on-year increase of 2.2% [1][5]. Industry Overview - Ground comprehensive services encompass essential services provided when aircraft arrive and depart from airports, including management, passenger services, baggage handling, cargo services, and aircraft maintenance [3]. - The industry is crucial for aviation safety and significantly impacts the efficiency and quality of services provided to airlines and consumers [3]. Market Size and Trends - The market size of China's ground comprehensive services reached 250 billion yuan in 2019, fluctuated due to the pandemic from 2020 to 2022, and is recovering with a projected market size of 230 billion yuan in 2024 [1][5]. - The number of transport airports in China is expected to increase to 263 by the end of 2024, further driving demand for ground services [5]. Policy Support - The government has introduced various policies to enhance ground services, including guidelines for optimizing first-time passenger services and regulations for managing airport service operations [4]. Competitive Landscape - The ground comprehensive service market is highly competitive, with major players including large airlines like China Eastern Airlines and China Southern Airlines, specialized ground service companies, and airport management firms [6][7]. - Large airlines dominate the market due to their extensive service networks and operational experience, while specialized companies excel in specific service areas [6]. Development Trends - Digital transformation is reshaping the industry, enabling better demand forecasting and resource optimization through data analysis [9]. - The industry is moving towards green and sustainable practices, incorporating eco-friendly vehicles and energy-efficient equipment to reduce environmental impact [10]. - Service models are diversifying to meet individual passenger needs, introducing innovative services like exclusive transfers and smart baggage tracking [12]. - Market competition is intensifying as more companies enter the sector, leading to increased consolidation and a need for companies to enhance their competitiveness [13].

Group 1 - The Hainan Free Trade Zone concept rose by 3.42%, ranking fourth among concept sectors, with 27 stocks increasing, including Hainan Development which hit the daily limit, and Shennong Agricultural, Jinpan Technology, and Kangzhi Pharmaceutical showing significant gains of 9.62%, 8.43%, and 7.88% respectively [1] - The Hainan Free Trade Zone concept attracted a net inflow of 1.143 billion yuan from main funds, with 24 stocks receiving net inflows, and 9 stocks exceeding 50 million yuan in net inflow, led by Hainan Development with a net inflow of 326 million yuan [2][3] - The top stocks by net inflow ratio included Hainan Development at 16.84%, *ST Shuangcheng at 10.50%, and Shennong Agricultural at 9.85% [3] Group 2 - The top stocks in the Hainan Free Trade Zone concept included Hainan Development with a daily increase of 10.00% and a turnover rate of 13.46%, followed by Shennong Agricultural with a 9.62% increase and a turnover rate of 28.18% [4] - Other notable stocks included Hainan Airport with a 4.35% increase and a turnover rate of 2.81%, and Zhongtung High-tech with a 7.36% increase and a turnover rate of 6.22% [4][5] - The overall performance of the Hainan Free Trade Zone concept indicates strong investor interest and significant capital inflow, reflecting positive market sentiment towards the sector [2][4]

海南日报全媒体记者 邵长春 通讯员 王菲 1月18日，海南自贸港全岛封关运作满月，在海口美兰国际机场国际货站，叉车往来穿梭，货架上 堆满跨境电商包裹。随着国际航班货舱门开启，一箱箱进口内窥镜正被快速转运。 与此同时，国内货站也呈现一派繁忙景象，一批批特色海水珍珠饰品运抵出港平台，在完成收运流 程后即将装机出岛。"一线放开、二线管住"的监管模式，在此实现高效运转。 自去年12月18日起，美兰机场还对符合要求的"二线"监管货物，全额减免国内出港操作费。各种优 惠政策叠加，为企业省下大量成本。 美兰机场货运"热"力涌，机场工作人员—— "货物通关变得更快了" "嘀！"货站工作人员手持PDA扫描货箱条码，信息瞬间同步至海关智慧监管平台。这批特色海水珍 珠饰品，便完成收运。"以前流程耗时较长，现在全程不超过1小时。"现场工作人员话音刚落，货物已 通过安检进入分拣区。 封关首月，这样的高效场景每天都在上演。美兰机场推行"三个嵌入"监管模式，将五张纸质单据整 合为电子单，通关效率提升30%。截至目前，机场已顺利保障零关税货物进境、加工增值免关税货物出 岛等多类业务，品类涵盖巧克力、食用香精、玉镯等多种货物。 "对企业而言， ...

登录新浪财经APP 搜索【信披】查看更多考评等级 股票代码：600515 股票简称：海南机场 公告编号：临2026-003 海南机场设施股份有限公司 2025年12月机场业务生产经营数据快报 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。 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12月机场业务生产经营数据快 报如下： ■ 2、2025年12月24日，公司收购美兰空港（0357.HK）237,500,000股内资股已完成过户，公司持有美兰 空港50.19%股份，已取得其控制权。美兰空港为海口美兰国际机场运营主体，自2025年12月起，公司 机场业务生产经营数据统计包括海口美兰国际机场，并对相关生产经营数据及同比数据进行了相应调 整。 二、海南省岛内三场2025年12月机场业务生产经营数据快报如下： ■ 备注：公司完成美兰空港控股权收购后，实现对海南岛内三大国际机场（海口美兰国际机场、三亚凤凰 国际机场、琼海博鳌国际机场）的统筹管理。为便于投资者了解海南岛内三场整体运营情况，自2025年 12月起， ...

2、2025 年 12 月 24 日，公司收购美兰空港（0357.HK）237,500,000 股内资股已 股票代码：600515 股票简称：海南机场 公告编号：临 2026-003 海南机场设施股份有限公司 2025 年 12 月机场业务生产经营数据快报 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。 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 12 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） | 33,005 | 2.72% | 350,120 | 1.09% | | 其中：境内航线 | 30,831 | 0.91% | 330,616 | 0.18% | | 地区航线 | 350 | 2.34% | 3,978 | 23.12% | | 国际航线 | 1,824 | 47.45% | 15,526 | 18.5 ...

海南机场公告称，2025年12月，公司旗下8家控股机场和2家管理输出机场起降架次33005架次，同比增 2.72%；旅客吞吐量490.24万人次，同比增5.73%；货邮吞吐量34950吨，同比增5.14%。2025年12月24 日，收购美兰空港2.38亿股内资股完成过户，持股50.19%获控制权。自2025年起，公司机场业务数据统 计含海口美兰国际机场。此外，还公布了海南省岛内三场相关业务数据。 ...

Core Viewpoint - Hainan Airport's stock has experienced a significant decline, with a year-to-date drop of 14.63% and a recent 5-day drop of 7.33%, indicating potential concerns regarding its financial performance and market sentiment [1][2]. Financial Performance - For the period from January to September 2025, Hainan Airport reported a revenue of 3.28 billion yuan, reflecting a year-on-year growth of 6.09%. However, the net profit attributable to shareholders decreased by 69.77% to 64.35 million yuan [2]. - Cumulative cash dividends since the A-share listing amount to 60.21 million yuan, with 57.13 million yuan distributed over the past three years [3]. Shareholder Information - As of December 31, the number of shareholders for Hainan Airport reached 234,900, an increase of 54.55% from the previous period. The average number of circulating shares per shareholder decreased by 35.30% to 39,069 shares [2]. - The top ten circulating shareholders include Hong Kong Central Clearing Limited, holding 190 million shares, an increase of 23.83 million shares compared to the previous period [3]. Market Activity - On January 15, Hainan Airport's stock price fell by 2.15% to 4.55 yuan per share, with a trading volume of 483 million yuan and a turnover rate of 1.14%. The total market capitalization stands at 51.985 billion yuan [1]. - The net outflow of main funds amounted to 127 million yuan, with significant selling pressure observed, as 28.74% of large orders were sold [1].

Group 1 - The duty-free store concept declined by 0.79%, ranking among the top declines in the concept sector, with Dongbai Group hitting the limit down, while companies like Juran Zhijia and Guangbai Co. also saw significant declines [1] - The leading gainers in the duty-free concept sector included Lingnan Holdings, Caesar Travel, and ST Huayang, with increases of 5.96%, 4.21%, and 3.33% respectively [1] - The concept sector saw a net outflow of 1.896 billion yuan, with 19 stocks experiencing net outflows, and 6 stocks seeing outflows exceeding 100 million yuan, led by China Duty Free with a net outflow of 505 million yuan [1] Group 2 - The stocks with the highest net outflows included Hainan Airport and Shanghai Port Group, with net outflows of 393 million yuan and 179 million yuan respectively [1] - Conversely, the stocks with the highest net inflows included Caesar Travel, Baiyun Airport, and Lingnan Holdings, with net inflows of 61.08 million yuan, 30.80 million yuan, and 29.72 million yuan respectively [2] - The trading volume for China Duty Free was 3.00%, while Dongbai Group had a turnover rate of 16.71%, indicating significant trading activity in these stocks [1][2]

Group 1 - The A-share market's duty-free concept stocks have weakened significantly, with Guangbai Co., Ltd. dropping over 5% [1] - Hainan Airport has seen a decline of more than 3% [1] - Other companies such as Zhongbai Group, Hainan Highway, Southern Airlines, Bubugao, China Merchants Shekou, Hainan Development, China Duty Free Group, Wushang Group, and Haixia Co. have all experienced declines of over 2% [1]