A股1月29日共有3766只个股获融资资金买入，有662股买入金额超亿元。其中，紫金矿业、蓝色光标、 北方稀土融资买入金额排名前三，分别获买入41.13亿元、32.6亿元、24.86亿元。 从融资买入额占当日总成交金额比重来看，有5只个股融资买入额占比超30%。其中德展健康、辉隆股 份、深圳机场融资买入额占成交额比重排名前三，分别为47.08%、37.87%、37.33%。 从融资净买入金额来看，有52只个股获融资净买入超亿元。其中，紫金矿业、天孚通信、蓝色光标融资 净买入金额排名前三，分别获净买入10.42亿元、8.91亿元、8.69亿元。 (本文来自第一财经) ...

证券之星消息，1月29日航空机场板块较上一交易日下跌0.49%，华夏航空领跌。当日上证指数报收于4157.98，上涨0.16%。深证成指报收于 14300.08，下跌0.3%。航空机场板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 600009 | 上海机场 | 30.95 | 1.14% | 19.68万 | 6.05亿 | | 600897 | 厦门空港 | 17.68 | 0.68% | 8.01万 | - 1.41亿 | | 600004 | 白云机场 | 9.58 | 0.21% | 19.72万 | 1.88 亿 | | 000089 | 深圳机场 | 7.24 | -0.14% | 21.27万 | 1.53亿 | | 601021 | 春秋航空 | 55.95 | -0.25% | 4.24万 | 2.36亿 | | 600221 | 海航控股 | 1.68 | -0.59% | 305.59万 | 5.13亿 | | 6600000 | 中信海直 | 19 ...

南都讯 1月27日，广东省十四届人大五次会议上，广州代表团举行开放团组活动。广东省人大代表、广州地铁集团有限公司党委书记、董事长刘智成介绍， 穗深城际正式由广州地铁接管运营。深圳市民可以更方便地通过城际铁路网络抵达广州白云机场、广州南站、东莞、惠州、肇庆等大湾区城市。 南都记者通过查询广州地铁APP发现，穗深城际已纳入广州地铁线网示意图。值得关注的是，记者通过12306平台查询获悉，深圳机场至新塘南的全程票价 已从48元调整为43元。同时，运营模式也从过去的"站站停"模式改为"快慢车"模式，其中"快车"全程最短运行时间为47分钟。 穗深城际铁路北起广州新塘南站，南至深圳机场站，该段于2019年12月已开通，开通时由广州局集团公司负责运营。目前深圳机场至前海、前海至皇岗口岸 段正在建设。新塘南站北端连接正在建设的新白广城际，未来深圳市民可以实现从皇岗口岸、前海、深圳机场直接抵达广州白云机场。 根据目前广东城际铁路的运营模式，市民可以从12306平台购票后，刷身份证进出站乘车，也可使用经过实名认证后的全国交通一卡通、岭南通、羊城通 等，直接刷卡乘车。 采写：南都N视频记者 张艳丽 ...

证券之星消息，1月26日航空机场板块较上一交易日下跌1.1%，中信海直领跌。当日上证指数报收于4132.61，下跌0.09%。深证成指报收于 14316.64，下跌0.85%。航空机场板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 601021 | 春秋航空 | 58.13 | 0.05% | 5.09万 | 2.97亿 | | 600004 | 白云机场 | 9.59 | -0.62% | 18.77万 | 1.80亿 | | 000089 | 深圳机场 | 7.15 | -0.69% | 20.71万 | 1.48亿 | | 603885 | 吉祥航空 | 15.57 | -0.89% | 13.40万 | 2.09亿 | | 600009 | 上海机场 | 31.05 | -0.96% | 30.99万 | 9.68亿 | | 600029 | 南方航空 | 7.60 | -1.04% | 135.09万 | 10.41亿 | | 600897 | 厦门空港 | 17 ...

中国民航网 通讯员刘韶滨、陈俊 报道：近日，由国务院国资委主管的中国企业改革与发展研究会发布 了"2025中国企业改革发展优秀成果"，深圳机场集团（以下简称"机场集团"）党建研究课题荣获二等 奖，彰显了机场集团以高质量党建引领世界一流机场建设取得的丰硕成果。 2025年，深圳机场集团党委深入贯彻党的二十大和二十届历次全会精神，聚焦党建工作"围绕中心、建 设队伍、服务群众"目标定位，扎实推进党建质量提升"1+4"分类指导落地见效，将红色基因深度融入枢 纽建设、运营保障、改革创新全过程，推动旅客吞吐量首次突破6600万人次，货邮吞吐量迈过200万吨 大关，国际及地区客运航线突破60条，以沉甸甸的发展实绩为深圳加快建设更具全球影响力的现代化国 际大都市提供了强有力的支撑。 围绕中心 全面提升党委政治引领力 旗帜引领方向，思想凝聚力量。长期以来，机场集团旗帜鲜明讲政治、抓思想、谋大局，彰显服务城市 发展大局、增进民生福祉、推动产业升级的国企担当。 机场集团牢记国企姓"党"，严格执行落实"两个维护"十项机制，第一时间启动党的二十届四中全会精神 学习宣传，推动政治要件100%闭环落实；创新引入外部法律顾问机制，对党委会1 ...

每一秒，都有飞机划破云层， 超千条航线，年旅客吞吐量1.8亿， 广东的天空，从未如此繁忙。 4小时覆盖东南亚 12小时通达全球 这不是冰冷冷的数字， 是一场365天不间断的"空中春运"， 更是广东"空中超级十字路口"的新跃升。 2025年12月24日 潮汕国际机场年旅客吞吐量突破1000万人次。 揭阳潮汕机场的加入， 使广东的千万级机场名单从广、深、珠扩展到粤东。 以此为标志 广东成为全国首个拥有四个千万级机场的省份。 广东两大核心枢纽—— 广州白云机场和深圳宝安机场 正经历着跑道数量的"革命性"扩容。 2025年10月30日， 白云国际机场T3航站楼与第五跑道正式投运。 这座总投资537.7亿元的扩建工程， 使白云机场由此成为 中国民航首个 拥有五条商用跑道的"跑道之王"。 11月29日，深圳宝安机场第三跑道正式投运。 当揭阳潮汕机场庆祝突破千万时， 让"Made in Guangdong"， 成为全球快递"次日达"。 这条全长3600米的4F级跑道， 可满足所有现役大型客货机起降需求。 深圳机场（000089）由此步入"三跑道时代"。 广东的天空从未如此繁忙， 也从未如此广阔。 东莞的模具、惠州的电池、佛 ...

证券之星消息，1月21日航空机场板块较上一交易日下跌1.17%，中国东航领跌。当日上证指数报收于 4116.94，上涨0.08%。深证成指报收于14255.12，上涨0.7%。航空机场板块个股涨跌见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入(元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 601111 | 中国国航 | -2299.38万 | 3.68% | 551.82万 | 0.88% | -2851.20万 | -4.56% | | 000099 中信海直 | | 1955.60万 | 6.95% | 1031.46万 | 3.66% | -2987.06万 | -10.61% | | 000089 深圳机场 | | 1292.91万 | 10.12% | 277.01万 | 2.17% | -1569.92万 | -12.29% | | 002928 华夏航空 | | 810.51万 | 4.84% | 269.38万 | 1.61% | -1 ...

Core Viewpoint - The aviation and airport sector experienced a notable increase of 2.53% on January 20, with Southern Airlines leading the gains, while the overall stock market indices showed slight declines [1]. Group 1: Market Performance - The Shanghai Composite Index closed at 4113.65, down 0.01%, and the Shenzhen Component Index closed at 14155.63, down 0.97% [1]. - Southern Airlines saw a closing price of 8.13, with a rise of 4.90%, and a trading volume of 936,000 shares, resulting in a transaction value of 750 million yuan [1]. - China Eastern Airlines closed at 6.36, up 3.75%, with a trading volume of 1,763,300 shares and a transaction value of 1.111 billion yuan [1]. Group 2: Individual Stock Performance - China National Aviation Holdings closed at 9.10, increasing by 3.29%, with a trading volume of 991,800 shares and a transaction value of 895 million yuan [1]. - Shenzhen Airport's closing price was 7.16, up 2.43%, with a trading volume of 294,900 shares and a transaction value of 209 million yuan [1]. - Shanghai Airport closed at 32.37, rising by 2.05%, with a trading volume of 206,900 shares and a transaction value of 666 million yuan [1]. Group 3: Capital Flow - The aviation and airport sector saw a net inflow of 137 million yuan from main funds, while retail investors experienced a net outflow of 1.22 billion yuan [2]. - Southern Airlines had a net outflow of 57.22 million yuan from main funds, with retail investors also showing a net outflow of 38.10 million yuan [3]. - Shanghai Airport recorded a net inflow of 45.37 million yuan from main funds, while retail investors had a net outflow of 34.33 million yuan [3].

Core Viewpoint - The aviation sector is recommended for continued investment, with expectations of significant improvement in airline profitability as the industry approaches a turning point, driven by historical high passenger load factors and increasing international travel demand [1] Group 1: Industry Outlook - The 2026 National Civil Aviation Work Conference emphasizes "quality improvement and efficiency enhancement," setting growth targets of 1,750 billion ton-kilometers for total transport turnover, 810 million passengers, and 1,070 thousand tons for cargo, representing year-on-year increases of 6.7%, 5.2%, and 5.2% respectively [2] - Measures to control inefficient route supply and improve airline profitability are expected to alleviate "involution" competition within the industry [2] Group 2: Supply Side - The global aircraft supply chain remains unrepaired, with Airbus and Boeing projected to deliver 793 and 600 aircraft respectively in 2025, still below pre-pandemic levels, and a backlog of over 15,000 aircraft orders [3] - The delivery cycle for new aircraft has extended to 6.8 years, leading airlines to prolong the service life of older aircraft, with a peak in retirements expected by 2030 [3] - China's airline fleet is projected to grow by only 4.0% to 4,271 aircraft by 2025, with a significant number of aircraft reaching retirement age [3] Group 3: Demand Side - Visa exemption policies are driving an increase in inbound travelers, with foreign visitors to China surpassing pre-pandemic levels in key cities [4] - The international routes are expected to be the main growth engine for demand in 2026, with a forecasted 5.3% year-on-year increase in daily passenger volume during the Spring Festival [4] - The average ticket price for the upcoming Spring Festival is expected to be 20% higher than the previous year, indicating a trend of simultaneous volume and price increases [4]

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].