证券代码：000089 证券简称：深圳机场 公告编号：2025-053 本次活动将采用网络远程的方式举行，投资者可登录"全景路演"网站 （http://rs.p5w.net），或关注微信公众号：全景财经，或下载全景路演 APP, 参与本次互动交流，活动时间为 2025 年 11 月 20 日（周四）14:30-17:00。届时 公司高管将在线就公司业绩、公司治理、发展战略、经营状况、融资计划、股权 激励和可持续发展等投资者关心的问题，与投资者进行沟通与交流，欢迎广大投 资者踊跃参与！ 特此公告。 深圳市机场股份有限公司董事会 二〇二五年十一月十七日 关于参加 2025 年度深圳辖区上市公司投资者 网上集体接待日活动的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导 性陈述或重大遗漏。 为进一步加强与投资者的互动交流，深圳市机场股份有限公司（以下简称"公 司"）将参加由深圳证监局和中证中小投资者服务中心指导、深圳上市公司协会 与深圳市全景网络有限公司联合举办的"2025 年度深圳辖区上市公司投资者网 上集体接待日活动"，现将相关事项公告如下： 深圳市机场股份有限公司 ...

Investment Rating - The report maintains a "Recommended" rating for the transportation industry [4]. Core Views - The transportation sector has shown a cumulative increase of 1.83% from November 10 to November 15, 2025, outperforming the Shanghai Composite Index, which decreased by 1.08% [14][15]. - The recovery rates for domestic and international passenger traffic in major airlines and airports have significantly improved compared to 2019 levels, indicating a positive trend in the aviation sector [24][32]. - The shipping and logistics sectors are experiencing mixed performance, with container shipping indices showing a decline year-on-year, while oil and product tanker indices have increased significantly [36][47]. Summary by Sections Industry Performance Overview - The transportation industry ranked 13th among 31 sectors with a cumulative increase of 1.83% during the week [14]. - Sub-sectors such as ports (+7.44%) and airports (+5.28%) performed particularly well, while cross-border logistics (-1.37%) and road freight (-0.68%) faced declines [15][23]. Aviation and Airports - Major airlines in China have seen recovery rates for domestic Available Seat Kilometers (ASK) in September 2025 reach as high as 176.49% compared to the same month in 2019 [24]. - Key airports like Baiyun, Shanghai, and Capital have also shown strong recovery in passenger throughput, with rates of 125.22% and 115.87% for international traffic [32]. Shipping and Ports - The Shanghai Containerized Freight Index (SCFI) has decreased by 35.55% year-on-year, while the China Containerized Freight Index (CCFI) has shown a 23.97% decline [36]. - The CCFI for the East America route reported a decrease of 18.31% year-on-year, while the Mediterranean route saw a decline of 28.56% [36]. Road and Rail - Rail passenger turnover increased by 0.4% year-on-year, while freight volume rose by 4.24% [61]. - Road passenger traffic decreased by 3.82%, but freight volume increased by 5.20% [67]. Logistics and Express Delivery - The express delivery sector achieved a revenue of 127.37 billion yuan in September 2025, marking a 7.20% increase year-on-year [10]. - The industry is witnessing a shift towards smaller packages driven by e-commerce, with a notable increase in business volume [8]. Investment Recommendations - The report suggests focusing on airlines such as China National Aviation (601111.SH), Southern Airlines (600029.SH), and logistics companies like Huamao Logistics (603128.SH) for potential investment opportunities [9][10].

Core Viewpoint - Shenzhen Airport Group donated 500 sets of a new type of tail lock to Tibet Airport Group, enhancing safety and operational efficiency at high-altitude airports [1][4][9]. Group 1: Donation Details - The donation ceremony took place at Lhasa Gonggar International Airport, attended by representatives from both Shenzhen and Tibet airport groups [1][9]. - The new tail lock, developed by Shenzhen Airport, is the latest 6.0 version featuring an "automatic locking tongue and double torsion spring protection structure" [4][9]. - This new tail lock simplifies operational steps from "three lifts, three turns, three releases" to "one lift, one impact," reducing operation time to 2-3 seconds and increasing efficiency by 3 to 10 times [4]. Group 2: Significance and Future Cooperation - The donation aligns with the safety needs of high-altitude airport operations and aims to mitigate safety risks associated with non-powered equipment [6][8]. - Both parties expressed intentions to deepen cooperation and resource sharing for mutual benefits in the future [8][9]. - The event is seen as a significant milestone in the collaboration between the two regions and a practical implementation of the civil aviation support initiatives [6][9].

Core Viewpoint - Shenzhen Airport reported a voluntary information disclosure regarding its operational performance for October 2025, highlighting growth in passenger and cargo throughput as well as flight operations [1] Group 1: Passenger and Cargo Performance - The passenger throughput for October 2025 reached 6.0238 million, representing a year-on-year increase of 6.30% [1] - The cargo and mail throughput was 181,100 tons, showing a year-on-year growth of 6.17% [1] Group 2: Flight Operations - The number of flight takeoffs and landings was 38,961, which is a year-on-year increase of 3.43% [1]

Core Viewpoint - Shenzhen Airport reported a passenger throughput of 6.0238 million in October, representing a year-on-year increase of 6.30% [1] - The cargo and mail throughput for the same month reached 181,100 tons, showing a year-on-year growth of 6.17% [1] Summary by Category Passenger Traffic - The passenger throughput for October was 6.0238 million, which is a 6.30% increase compared to the same month last year [1] Cargo and Mail Traffic - The cargo and mail throughput for October was 181,100 tons, reflecting a year-on-year growth of 6.17% [1]

Core Insights - Shenzhen Airport (000089.SZ) reported a passenger throughput of 6.0238 million in October, representing a year-on-year increase of 6.30% [1] - The cargo and mail throughput for the same month reached 181,100 tons, showing a year-on-year growth of 6.17% [1] Summary by Category Passenger Traffic - The total passenger throughput for October was 6.0238 million, which is a 6.30% increase compared to the same month last year [1] Cargo and Mail Traffic - The cargo and mail throughput for October was 181,100 tons, reflecting a year-on-year growth of 6.17% [1]

Group 1 - Shenzhen Airport reported a passenger throughput of 6.0238 million in October 2025, representing a year-on-year increase of 6.3% [1] - From January to October 2025, the total passenger throughput reached 54.9372 million, showing a year-on-year growth of 7.94% [1]

证券代码：000089 证券简称：深圳机场 公告编号：2025-051 深圳市机场股份有限公司 关于 2025 年 10 月生产经营快报的 自愿性信息披露公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导 性陈述或重大遗漏。本公告属自愿性信息披露。 二、上述运输生产数据源自公司内部统计，仅供投资者参考。 深圳市机场股份有限公司董事会 二〇二五年十一月十四日 | 项目 | 本月实际 | 同比增长 | 本年累计 | 同比增长 | | --- | --- | --- | --- | --- | | 旅客吞吐量（万人次） | 602.38 | 6.30% | 5,493.72 | 7.94% | | 其中：国内航线 | 546.91 | 4.88% | 4,971.80 | 6.50% | | 地区航线 | 4.74 | 26.19% | 42.30 | 9.63% | | 国际航线 | 50.72 | 22.42% | 479.61 | 25.40% | | 货邮吞吐量（万吨） | 18.11 | 6.17% | 167.99 | 11.10% | | 其中：国内航线 | 8.54 ...

证券代码：000089 证券简称：深圳机场 公告编号：2025-052 深圳市机场股份有限公司 关于召开2025年第二次临时股东大会的提示性公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导性陈述或 重大遗漏。 （四）会议召开的日期、时间： 1.现场会议时间：2025 年 11 月 21 日（星期五）14:30 2.网络投票时间：2025 年 11 月 21 日（星期五） 通 过 深 圳 证 券 交 易 所 交 易 系 统 进行 网 络 投 票 的 时 间 为 2025 年 11 月 21 日 1 深圳市机场股份有限公司（以下简称"公司"）于 2025 年 11 月 5 日在《中国证券报》 《证券时报》和巨潮资讯网 （http://www.cninfo.com.cn）上刊登了《深圳市机场股份 有限公司关于召开 2025 年第二次临时股东大会的通知》，定于 2025 年 11 月 21 日（星期 五）以现场表决和网络投票相结合的方式召开公司 2025 年第二次临时股东大会，现将会 议有关事项再次提示如下： 一、召开会议的基本情况 （一）会议届次：2025 年第二次临时股东大会。 ...

Core Insights - The company announced that by October 2025, its passenger throughput will reach 6.0238 million, representing a year-on-year growth of 6.30% [1] - The cumulative passenger throughput for the current year is 54.9372 million, showing a year-on-year increase of 7.94% [1] Passenger Traffic Breakdown - Domestic passenger throughput is 5.4691 million, with a year-on-year growth of 4.88% [1] - Regional passenger throughput stands at 47,400, reflecting a significant year-on-year increase of 26.19% [1] - International passenger throughput is 507,200, marking a year-on-year growth of 22.42% [1] Cargo and Mail Throughput - The cargo and mail throughput is 181,100 tons, which represents a year-on-year increase of 6.17% [1] - The cumulative cargo and mail throughput for the current year is 1,679,900 tons, showing a year-on-year growth of 11.10% [1] Flight Operations - The number of flight takeoffs and landings is 38,961, indicating a year-on-year growth of 3.43% [1]