智通财经APP讯， 深圳机场(000089.SZ)发布1月生产经营快报，当月旅客吞吐量587.95万人次，同比增 长2.84%;当月货邮吞吐量16.86万吨，同比增长1.98%。 ...

Group 1 - Baichuan Co., Ltd. announced a recent price increase for some of its main products due to market supply and demand factors, but the sustainability of this price fluctuation remains uncertain, making it difficult to predict the impact on the company's performance [1] - Jincheng Co., Ltd. plans to increase its acquisition of CMH Company by an additional 42.50% stake, which will give it a total ownership of 97.5% and ultimate control over CMH [2] - Xinhang New Materials intends to raise no more than 1 billion yuan through a private placement of A-shares, with the funds allocated for projects including high-performance resin production and a composite materials innovation center [3] Group 2 - SMIC reported a sales revenue of $2.489 billion for Q4 2025, a 4.5% increase quarter-on-quarter, with an annual revenue of $9.327 billion, reflecting a 16.2% year-on-year growth [4] - China Railway Construction recently won 10 major projects, each valued over 1.5 billion yuan, totaling 45.142 billion yuan, which represents 4.23% of the company's audited revenue for 2024 [5] - Shenzhen Airport recorded a passenger throughput of 5.8795 million in January 2026, a year-on-year increase of 2.84% [6] Group 3 - China State Construction reported a new contract total of 399.5 billion yuan in January 2026, marking a 1.8% year-on-year increase [7] - Jindi Group's sales amount in January 2026 decreased by 45.78% year-on-year, with a signed area of 78,000 square meters [8] - Changyuan Power achieved a power generation of 3.971 billion kWh in January 2026, a year-on-year increase of 37.81% [9] Group 4 - Senyuan Electric is expected to win a project from the Southern Power Grid valued at 272 million yuan [10] - Chengyi Pharmaceutical's products are set to be selected for the national centralized procurement of expiring varieties [12] - Xinwufeng reported a 10.71% year-on-year decrease in pig sales volume in January 2026 [13] Group 5 - Shengnong Development's sales revenue in January 2026 increased by 40.48% year-on-year, with chicken sales volume rising by 42.79% [14] - Minglida announced the termination of its investment in a key component manufacturing project due to global economic uncertainties [15] - CITIC Securities reported that its subsidiary, Huaxia Fund, achieved a net profit of 2.396 billion yuan in 2025 [16] Group 6 - Pianzaihuang completed the first subject enrollment for its Phase II clinical trial of PZH2107 [17] - Xinzhou Bang reported a 16.56% year-on-year increase in net profit for 2025 [18] - Ankai Bus produced 761 vehicles in January 2026, a year-on-year increase of 35.65% [19] Group 7 - Weilan Bio plans to acquire a 50% stake in Aidimeng Weilan for 47 million yuan [20] - Ningbo Gaofa intends to establish a wholly-owned subsidiary with an investment of no more than 100 million yuan [21] - Shanghai Airport signed a leasing contract worth approximately 585 million yuan with the Shanghai Airport Group [22] Group 8 - Fosun Pharma's subsidiary received acceptance for a drug registration application [23] - Jindai Home's subsidiary invested in acquiring shares in a North American market company [24] - Huatong Co. reported a 1.45% year-on-year decrease in pig sales revenue in January 2026 [25] Group 9 - Yunnan Energy Investment's Nanchong Wind Power Project has been approved with a total installed capacity of 62,500 kW [28] - Youyan Silicon reported a 10.14% year-on-year decrease in net profit for 2025 [29] - Jinpu Titanium announced a temporary shutdown of its Nanjing Titanium White production due to reduced demand [30] Group 10 - Yipin Hong completed the sale of its stake in Arthrosi for a total of $9.5 billion in upfront payments [31] - Liande Co. stated that its gas turbine business currently has limited supply, with minimal impact on overall performance [32] - Tiens Wind Power signed new contracts worth 870 million yuan in the offshore engineering sector [33] Group 11 - Daqin Railway reported a freight volume of 31.28 million tons in January 2026, a year-on-year increase of 5% [34] - ST Mingcheng successfully dismissed all claims from Beijing Fusheng in a recent court ruling [35] - Zhiyang Innovation is planning to acquire control of Lingming Photon and will continue its stock suspension for up to five trading days [36][37] Group 12 - Fulai New Materials accelerated the commercialization of flexible sensors, preparing for mass production of its third-generation electronic skin products [38] - Minhe Co. reported a 36.89% year-on-year decrease in sales of broiler chicks in January 2026 [39] - Ruiang Gene received government subsidies totaling 2 million yuan [40] Group 13 - Huiyu Pharmaceutical's shareholder was forced to reduce holdings by 0.307% due to a court order [41] - Fuyuan Pharmaceutical's subsidiary obtained a drug registration certificate for a new oral solution [42] - Xuantai Pharmaceutical's product is set to be selected for national procurement [43] Group 14 - Chunqiu Electronics completed the cancellation of 9.1369 million repurchased shares [44] - Jinguang Electric won a bid worth approximately 28.8691 million yuan [45] - Hongda Co. plans to invest approximately 71.43 million yuan in a 110kV power transmission project [46] Group 15 - Nanchao Foods reported a 1.99% year-on-year decrease in revenue for January 2026 [47] - Shisheng Intelligent plans to repurchase shares worth between 17.5 million and 35 million yuan [48]

Group 1 - The core point of the article is that Shenzhen Airport reported an increase in passenger and cargo throughput for January 2026, indicating growth in its operations [2] Group 2 - Passenger throughput reached 5.8795 million, representing a year-on-year increase of 2.84% [2] - Cargo and mail throughput amounted to 168,600 tons, with a year-on-year growth of 1.98% [2] - The number of flight takeoffs and landings was 39,121, showing a year-on-year increase of 0.52% [2]

| 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） | 587.95 | 2.84% | 587.95 | 2.84% | | 其中：国内航线 | 532.83 | 2.69% | 532.83 | 2.69% | | 地区航线 | 4.50 | 25.95% | 4.50 | 25.95% | | 国际航线 | 50.62 | 2.72% | 50.62 | 2.72% | | 货邮吞吐量（万吨） | 16.86 | 1.98% | 16.86 | 1.98% | | 其中：国内航线 | 8.13 | 0.84% | 8.13 | 0.84% | | 地区航线 | 0.60 | 6.11% | 0.60 | 6.11% | | 国际航线 | 8.13 | 2.84% | 8.13 | 2.84% | | 航班起降架次（架次） | 39,121 | 0.52% | 39,121 | 0.52% | | 其中：国内航线 | 33,692 | 0.67% | 33,692 | 0.67% | | 地区航线 ...

Group 1 - The company, Shenzhen Airport (000089.SZ), stated on its interactive platform that it has not yet initiated large-scale drone delivery services for cargo [1]

Core Viewpoint - The opening of the Macau Outer Harbor City Check-in Hall marks Shenzhen Airport's first off-site city check-in facility in Macau, enhancing cross-border travel convenience for passengers in the Greater Bay Area [3][5]. Group 1: Facility Overview - The Macau Outer Harbor City Check-in Hall is located at the departure level of the Outer Harbor Passenger Terminal and operates daily from 09:00 to 15:30, offering three ferry services to Shenzhen Airport [3]. - Passengers can check in at the new facility and take a ferry directly to Shenzhen Airport, facilitating seamless travel [3][5]. Group 2: Strategic Location and Connectivity - The check-in hall is strategically positioned near popular attractions such as Fisherman's Wharf and the Macau Museum, with a 10-minute drive to the iconic Ruins of St. Paul's and Macau Tower [5]. - Dedicated shuttle services connect major tourist spots to the Outer Harbor Terminal, allowing travelers to enjoy Macau before heading to the airport [5]. Group 3: Travel Demand and Growth - There has been a growing demand for efficient cross-border transportation services, with approximately 200,000 Macau residents expected to travel to Shenzhen for flights by 2025, reflecting a 17% year-on-year increase [5]. - The number of ferry services between Shenzhen Airport and Macau has reached 10 daily, catering to the rising travel needs of both Macau residents and mainland visitors [7]. Group 4: Collaborative Model - Shenzhen Airport offers over 130 domestic flight routes, complementing the flight network of Macau Airport and better serving the aviation needs of Macau residents [7]. - The new check-in facility enhances the "air-sea" and "air-land" transport integration, creating a collaborative model between Shenzhen and Macau that combines aviation hub connectivity with cross-border transport and cultural tourism resources [7].

Group 1 - The aviation and airport sector experienced a significant increase of 5.9% on February 4, with Huaxia Airlines leading the gains [1] - The Shanghai Composite Index closed at 4102.2, up 0.85%, while the Shenzhen Component Index closed at 14156.27, up 0.21% [1] - Key stocks in the aviation sector showed notable price increases, with Huaxia Airlines rising by 10.02% to a closing price of 11.53, and China Eastern Airlines increasing by 9.98% to 6.28 [1] Group 2 - The net inflow of main funds in the aviation and airport sector was 796 million yuan, while retail funds saw a net outflow of 396 million yuan [1] - Major stocks like Hainan Airlines and China Eastern Airlines had varying levels of net fund inflow and outflow, with Hainan Airlines seeing a net inflow of 336 million yuan from main funds [2] - Retail investors showed a negative trend, with significant outflows from stocks such as China Eastern Airlines and China Southern Airlines, indicating a cautious sentiment among smaller investors [2]

深圳机场联合航空公司新开深圳—铜仁航线，加密白山、沈阳、哈尔滨、大理、武汉、太原等多条航 线，覆盖东北、西南、华中、华北等多个出行方向，国际方面重点加密东南亚方向航线，为旅客旅游度 假提供出行优选。 中国民航网 通讯员刘韶滨、邝颖瑄 报道：春运首日，深圳机场"热气腾腾"，航站楼"换上新装"，处处 洋溢着"以梦为马，福运同行"的主题；出发大厅客流量比平日已明显增加，旅客们"大包小包"或早早踏 上返乡之旅，或外出旅游，一路欢声笑语；以"共赴騏骥年"为主题的楹联文化活动如约而至，书法大师 泼墨挥毫，送上"文化年货"，活泼的"大湾鸡"人偶与小朋友们俏皮互动，深圳少年警营交警乐团文艺先 锋队、深圳机场"地坪线"乐队、深圳机场音舞协会带来精彩表演。共同汇成了温暖的"春运图景"。 今年春运将迎来"史上最长春节假期"，务工流、探亲流与旅游流深度叠加，为航空出行市场注入强劲动 力，深圳机场客流量与航班量均有望创下历年新高。根据预测，深圳机场春运期间日均运送旅客有望超 过19.5万人次，日均航班量超过1250架次。 2月19日至2月25日（大年初三到大年初九）期间为旅客量高峰阶段，日均进出港旅客量预计达到20.5万 人次；2月2 ...

Group 1 - The aviation and airport sector increased by 2.35% on February 3, with Southern Airlines leading the gains [1] - The Shanghai Composite Index closed at 4067.74, up 1.29%, while the Shenzhen Component Index closed at 14127.1, up 2.19% [1] - Key stocks in the aviation sector showed varied performance, with Southern Airlines closing at 7.65, up 5.37%, and China Eastern Airlines at 5.71, up 4.20% [1] Group 2 - The aviation and airport sector experienced a net outflow of 43.44 million yuan from institutional investors, while retail investors saw a net outflow of 106 million yuan [3] - Notable inflows from speculative funds were recorded at 149 million yuan [3] - The stock performance of major companies included China Eastern Airlines with a net inflow of 69.47 million yuan from institutional investors [4] Group 3 - The Aerospace ETF (product code: 159227) tracked the National Aerospace Industry Index and saw a decline of 8.15% over the past five days, with a net subscription of 12.87 million yuan [6] - The General Aviation ETF (product code: 159230) tracked the National General Aviation Industry Index and experienced a decline of 9.25%, with a net subscription of 10.71 million yuan [7] - The Tourism ETF (product code: 562510) tracked the CSI Tourism Theme Index and saw a decline of 2.92%, with a net subscription of 8.91 million yuan [7]

Core Insights - The recent launch of the T3 terminal at Sanya Phoenix International Airport marks a significant upgrade in China's airport infrastructure, reflecting a broader trend of expansion and modernization across multiple airports in the country [1][2] - The expansion of airport facilities is a direct response to the recovering demand in the civil aviation market, enhancing operational safety and service quality while laying a solid hardware foundation for the long-term development of the aviation industry [2] Infrastructure Developments - Sanya Phoenix International Airport's T3 terminal features 40 check-in counters, 23 security channels, and 7 boarding bridges, connecting with T1 and T2 terminals [1] - Guangzhou Baiyun International Airport's T3 terminal and fifth runway, with a total investment of 53.77 billion yuan, were officially put into operation on October 30, 2022, contributing to the construction of a world-class airport cluster [1] - Shenzhen Airport's third runway, measuring 3,600 meters in length, became operational on November 29, 2022, allowing for eight operational modes and improving overall efficiency [1] Market Recovery and Performance - Baiyun Airport forecasts a net profit of 1.28 billion to 1.564 billion yuan for 2025, representing a year-on-year growth of 38.21% to 68.92%, driven by the recovery in air travel demand [3] - The airport expects to handle 550,500 aircraft movements, 83.59 million passengers, and 2.4399 million tons of cargo in 2025, reflecting increases of 7.53%, 9.45%, and 2.41% respectively compared to the previous year [3] - The civil aviation industry is projected to achieve a total transport turnover of 1,640.8 billion ton-kilometers and a passenger transport volume of 770 million in 2025, with respective year-on-year growth rates of 10.5% and 5.5% [3] Future Opportunities - The aviation industry is poised to benefit from the recovery of international passenger flows, upgrades in cargo logistics, digital transformation, and the expansion of non-aviation businesses [4] - Companies are encouraged to optimize flight scheduling and transfer efficiency while developing non-aviation revenue streams such as duty-free and commercial services to improve profitability [4]