【今日新股】 今日1只新股上市，无新股申购。 【隔夜行情】 •周三（2025年6月11日），A股三大指数集体收涨，截至收盘，上证指数报收3402.32点，涨0.52%，深 成指报收10246.02点，涨0.83%，创业板指报收2061.87点，涨1.21%。两市成交12555亿，较上一交易日 减少1599亿。 •周三（2025年6月11日），港股三大指数震荡走高，截止收盘，恒生指数涨0.84%或204.07点，报 24366.94点，全日成交额为2351.73亿港元；恒生国企指数涨1.12%，报8865.72点；恒生科技指数涨 1.09%，报5451.2点。 •周三（当地时间2025年6月11日），美股三大指数集体上涨，截至收盘，截至收盘，道琼斯指数涨 0.25%，报42,866.87点；标普500指数涨0.55%，报6,038.81点；纳斯达克综合指数涨0.63%，报19,714.99 点。 海阳科技，证券代码603382，发行价格11.5元/股，发行市盈率12.69倍；公司是国内从事尼龙6系列产品 研发、生产和销售的主要企业之一，主要产品为尼龙6切片、尼龙6丝线、帘子布，其中尼龙6切片是尼 龙工业中链接化 ...

一、因存在其他形式的飞行（不以营利为目的的通用航空飞行），所以部分项目 分项数字之和与总计数存在差异；因数据四舍五入的原因，部分数据可能存在加 总后小数位差异。 二、上述运输生产数据源自公司内部统计，仅供投资者参考。 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个别及连带责任。 | 项目 | | 飞机起降（架次） | | 旅客吞吐量（万人次） | | 货邮吞吐量（万吨） | | --- | --- | --- | --- | --- | --- | --- | | | 本月实际 | 同比增长 | 本月实际 | 同比增长 | 本月实际 | 同比增长 | | 总计 | 16793 | 5.04% | 247.52 | 8.34% | 3.05 | -2.84% | | 境内航线 | 14113 | 4.30% | 212.02 | 6.99% | 1.31 | 12.61% | | 境外航线 | 2530 | 9.95% | 35.50 | 17.13% | 1.73 | -11.96% | | -国际航线 | 2054 | 16.24% ...

厦门空港（600897）公告，2025年5月飞机起降16793架次，同比增长5.04%；旅客吞吐量247.52万人 次，同比增长8.34%；货邮吞吐量3.05万吨，同比下降2.84%。 ...

Industry Investment Rating - The industry investment rating is maintained at "Outperform the Market" [1] Core Viewpoints - High dividend yields are favorable for highway and port companies due to declining domestic interest rates, making them attractive for allocation and investment [2] - Mergers and acquisitions are seen as a potential growth source in the transportation sector, particularly in the highway and bulk supply chain segments, supported by low interest rates and low valuations [3] - The rise of new energy and unmanned transportation is expected to benefit platform companies, with a focus on digital freight and ride-hailing services [4] Summary by Sections 1. Aviation - The aviation industry is expected to see a turning point in supply and demand by 2025, with cumulative revenue growth for airlines projected to match the increase in aircraft numbers [7] - Airlines are likely to experience a recovery in aircraft utilization hours and passenger load factors, leading to increased revenue per passenger kilometer [11] 2. Highways - The defensive value of high dividend highway companies is decreasing as the A-share index rebounds, while their investment value is increasing due to declining interest rates [27] - There is significant potential for mergers and acquisitions in the highway sector, with many listed highway companies having substantial room for asset securitization [30] - Companies like Guangdong Expressway A and Shandong Expressway are highlighted for their high return on equity and dividends [27] 3. Railways - Short-term growth in railway freight and passenger volumes is low, but there is potential for long-term growth driven by new energy vehicles and unmanned driving technologies [36] - The container transport volume in railways is expected to grow significantly, supported by various initiatives like the Belt and Road Initiative [42] 4. Express Delivery - The express delivery industry is experiencing rapid growth in both volume and revenue, with major players like Zhongtong Express and YTO Express showing increasing profits [45] - Price competition is easing, which may present investment opportunities in the sector [46] 5. Bulk Supply Chain - Major bulk supply chain companies in China are seeing a decline in market share, but their revenues remain among the highest globally [51] - Companies like Wuzhou International and Jianfa Group are actively engaging in mergers and acquisitions to enhance their market position [54] 6. Shipping - The shipping industry is facing challenges due to potential declines in global trade volumes as a result of U.S. tariffs, which may pressure shipping rates [57] - The oil shipping sector may benefit from lower oil prices leading to increased demand for oil replenishment [63] 7. Ports - Port container throughput is expected to show resilience despite fluctuations in export growth, with stable pricing anticipated [70] - The report emphasizes the importance of reducing logistics costs, which may limit the potential for rate increases in port fees [70] 8. New Energy and Unmanned Transportation - The adoption of new energy vehicles is significantly reducing travel costs, while smart driving technologies are expected to lower labor costs in transportation [74] - Companies in the ride-hailing and digital freight sectors are projected to experience substantial growth due to these technological advancements [77]

Core Insights - The report emphasizes high dividend yields in the highway and port sectors, suggesting that these areas are attractive for investment due to stable earnings and continuous growth in throughput [2][3] - Mergers and acquisitions are highlighted as a potential growth avenue for the transportation sector, particularly in the highway and bulk supply chain segments, supported by favorable policies and low interest rates [3][28] - The rise of new energy vehicles and autonomous transportation is expected to lower costs, benefiting platform companies with pricing power, such as ride-hailing and digital freight platforms [4][42] Highway Sector - High dividend highway companies are losing defensive value as the A-share index rebounds, but their investment value is increasing due to declining interest rates [27] - Recommended companies include Guangdong Expressway A, Shandong Expressway, and Anhui Expressway, which exhibit high return on equity and dividends [27] - There is significant potential for mergers and acquisitions in the highway sector, with many listed companies having substantial non-listed assets that could be injected into them [30][35] Port Sector - The report anticipates stable growth in port container throughput despite fluctuations in export growth, with port fees expected to remain stable due to policies aimed at reducing logistics costs [70] - Recommended companies in the port sector include Qingdao Port and Tangshan Port, which are expected to benefit from ongoing throughput growth [2][70] Railway Sector - Short-term growth in railway freight and passenger volumes is expected to be low, but long-term trends may see a shift as new energy vehicles and autonomous driving reduce costs in road transport [36][42] - The report recommends Iron Dragon Logistics, which is positioned to benefit from the anticipated growth in container transport [42] Express Delivery Sector - The express delivery industry is experiencing rapid growth in both volume and revenue, with major players like Zhongtong Express and YTO Express showing increasing profits [45] - The report notes that price competition is easing, which may present investment opportunities as the market stabilizes [48] Bulk Supply Chain Sector - Leading bulk supply chain companies in China are experiencing a decline in market share, but their revenues remain among the highest globally [51] - The report highlights the trend of these companies moving from trade to manufacturing, with significant mergers and acquisitions expected to accelerate industry consolidation [54] Aviation Sector - The aviation industry is projected to see a reversal in supply-demand dynamics by 2025, with cumulative revenue growth expected to align with nominal GDP growth [7][11] - Major airlines are expected to benefit from increased aircraft utilization and rising passenger load factors, leading to improved profitability [11][14] Recommendations - The report provides a list of recommended stocks, including companies like China National Aviation and Guangdong Expressway A, which are expected to perform well based on their earnings forecasts and market conditions [78]

《中国民航报》、中国民航网 记者钱擘 报道：近期，厦门机场正围绕2025"民航服务提振消费年"的要 求，积极推进"航旅融合"服务生态场景打造，从"单点突破"走向"全域协同"，这是记者日前从厦门机场 运营管理方元翔厦门空港公司获悉的。 同时，厦门机场持续完善服务链条、缩短截载时间，取得了处于行业同级别机场领先地位的成效，进一 步方便了旅客出行。 厦门机场将服务融入在地经济产业链、全力构建"航旅融"服务生态圈的努力，正持续取得积极反响。近 日在当地获颁CAPSE最佳机场奖（千万级）、截载时间最佳机场奖、民航创新先锋奖、质量提升先锋 奖等荣誉。而在今年4月30日，依托服务场景助力航旅融合、激活客流的良性循环，厦门高崎机场当天 的单日起降航班达607架次，创开航以来的日起降航班量历史新高。（编辑：李佳洹 校对：陈虹莹 审 核：程凌） 厦门机场组织飞友活动（厦门机场供图） 就在不久前，厦门高崎机场面向热爱、关注民航的飞友和公众，开展了"高崎见一面"机坪体验日活动。 厦门机场是目前国内最繁忙的单跑道机场，临近城市的区位也使之成为近年来热爱民航的摄影作者们创 作民航图片、视频的热门选择，更在机场周边带火了若干网红创作点位。 ...

证券代码：600897 证券简称：厦门空港 公告编号：2025-017 元翔（厦门）国际航空港股份有限公司 2024年年度股东大会决议公告 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： 本次会议是否有否决议案：无 一、 会议召开和出席情况 (一)股东大会召开的时间：2025 年 5 月 20 日 (二)股东大会召开的地点：厦门空港佰翔花园酒店有限公司国际会议中心 (三)出席会议的普通股股东和恢复表决权的优先股股东及其持有股份情况： (一)非累积投票议案 1、 议案名称：《公司 2024 年度董事会工作报告》 审议结果：通过 表决情况： | 股东类 | 同意 | | 反对 | | 弃权 | | | --- | --- | --- | --- | --- | --- | --- | | 型 | 票数 | 比例（%） | 票数 | 比例（%） | 票数 | 比例（%） | | A 股 | 293,782,624 | 99.9270 | 192,360 | 0.0654 | 22,200 | 0.0076 | 2、 ...

上海锦天城（厦门）律师事务所 关于元翔（厦门）国际航空港股份有限公司 关于元翔（厦门）国际航空港股份有限公司 2024年年度股东大会之法律意见书 2024 年年度股东大会 之 法 律 意 见 书 厦门市思明区湖滨东路 95 号华润大厦 B 座 12-13 层 电话/Tel：+86-592-261 3399 传真/Fax：+86-592-263 0863 www.allbrightlaw.com 上海锦天城（厦门）律师事务所 （2025）厦锦律书字第019号 致： 元翔（厦门）国际航空港股份有限公司 根据《中华人民共和国证券法》（以下简称《证券法》）、《中华人民 共和国公司法》（以下简称《公司法》）、和中国证券监督管理委员会《上 市公司股东大会规则》等有关法律、法规和其他规范性文件的要求，上 海锦天城（厦门）律师事务所（以下简称"本所"）接受元翔（厦门） 国际航空港股份有限公司（以下简称"厦门空港"或"公司"）委托， 指派本所律师出席厦门空港2024年年度股东大会，并出具法律意见书。 本所律师声明的事项： 一、为出具本法律意见书，本所律师对厦门空港本次股东大会所涉 及的有关事项进行了审查，查阅了本所认为出具法律 ...

元翔（厦门）国际航空港股份有限公司 2024 年年度股东大会会议材料 元翔（厦门）国际航空港股份有限公司 2024 年年度股东大会 会 议 材 料 二○二五年五月二十日 元翔（厦门）国际航空港股份有限公司 2024 年年度股东大会会议材料 目 录 | 2024 年年度股东大会会议议程 | | | 1 | | --- | --- | --- | --- | | 议案一：公司 | 2024 | 年度董事会工作报告 | 2 | | 议案二：公司 | 2024 | 年度监事会工作报告 | 7 | | 议案三：公司 | 2024 | 年年度报告及其摘要 | 10 | | 议案四：公司 | 2024 | 年度财务决算报告 | 11 | | 议案五：公司 | 2024 | 年度利润分配方案 | 14 | | 议案六：关于支付审计费用及续聘会计师事务所的议案 | | | 15 | | 议案七：关于使用自有闲置资金进行委托理财的议案 | | | 18 | | 议案八：关于 | 2024 | 年度日常关联交易执行情况及 2025 年度日常关联交易预计的议 | | | 案 | | | 20 | | 议案九：关于制定《公司 | | ...

重要说明： 证券代码：600897 证券简称：厦门空港 公告编号：临2025-016 元翔（厦门）国际航空港股份有限公司 2025年4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个别及连带责任。 | 项目 | | 飞机起降（架次） | | 旅客吞吐量（万人次） | | 货邮吞吐量（万吨） | | --- | --- | --- | --- | --- | --- | --- | | | 本月实际 | 同比增长 | 本月实际 | 同比增长 | 本月实际 | 同比增长 | | 总计 | 16437 | 4.99% | 238.81 | 7.73% | 3.15 | 2.99% | | 境内航线 | 13663 | 3.28% | 202.67 | 6.55% | 1.18 | -0.78% | | 境外航线 | 2596 | 14.16% | 36.15 | 14.87% | 1.97 | 5.39% | | -国际航线 | 2092 | 23.06% | 29.52 | 23.94% | 1.56 | 2.48% | ...