| 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） | 515.86 | 9.54% | 3,256.96 | 10.87% | | 其中：国内航线 | 466.43 | 8.67% | 2,951.53 | 9.16% | | 地区航线 | 4.53 | 15.88% | 23.95 | 7.13% | | 国际航线 | 44.90 | 18.68% | 281.49 | 33.16% | | 货邮吞吐量（万吨） | 18.73 | 17.55% | 98.27 | 14.06% | | 其中：国内航线 | 10.12 | 29.95% | 48.28 | 11.87% | | 地区航线 | 0.54 | 5.03% | 3.27 | 1.96% | | 国际航线 | 8.06 | 5.72% | 46.72 | 17.41% | | 航班起降架次（架次） | 36,187 | 8.82% | 221,130 | 7.17% | | 其中：国内航线 | 31,168 | 8.20% | 190,334 ...

Core Viewpoint - Shenzhen Airport is expected to report a significant increase in net profit for the first half of 2025, driven by the recovery in civil aviation market demand, with projected profits ranging from 287 million to 337 million yuan, representing a year-on-year growth of 64.78% to 93.47% [1] Group 1: Financial Performance - The company anticipates a net profit attributable to shareholders of 287 million to 337 million yuan for the first half of 2025, marking a substantial increase compared to the previous year [1] - Passenger throughput increased by 10.9% year-on-year, while flight takeoffs and landings rose by 7.2%, and cargo and mail throughput grew by 14.1% [1] Group 2: Infrastructure Development - The construction of the third runway, which began in 2021, is progressing as planned, with completion expected by 2026, enhancing the airport's capacity [1] - The third runway's operation is anticipated to significantly increase the airport's capacity limits [1] Group 3: International Market Expansion - Shenzhen Airport has launched or increased flights on 12 international and regional routes, including destinations like Vientiane, Mexico City, Riyadh, and Singapore, contributing to the growth of the international passenger market [1] - In the first half of the year, international and regional passenger volume reached 3.055 million, a year-on-year increase of 30.7%, with international and regional flight numbers exceeding 20,000, up 26.1% from last year [2] - The airport aims to achieve a 20% share of international routes through differentiated competition, with plans for a comprehensive transportation hub integrating various modes of transport [2]

Core Viewpoint - Shenzhen Airport (000089) expects a significant increase in net profit for the first half of 2025, driven by rising demand in the civil aviation market and steady growth in passenger and cargo operations [1] Financial Performance - The net profit attributable to shareholders is projected to be between 287 million yuan and 337 million yuan, representing a year-on-year growth of 64.78% to 93.47% compared to 174 million yuan in the same period last year [1] - The net profit after deducting non-recurring gains and losses is expected to be between 236 million yuan and 286 million yuan, marking a year-on-year increase of 93.79% to 134.85% from 122 million yuan [1] - Basic earnings per share are anticipated to be between 0.14 yuan and 0.1644 yuan, compared to 0.085 yuan in the same period last year [1] Operational Metrics - Passenger throughput is expected to increase by 10.9% year-on-year [1] - The number of flight takeoffs and landings is projected to rise by 7.2% year-on-year [1] - Cargo and mail throughput is anticipated to grow by 14.1% year-on-year [1]

[Shenzhen Airport 2025 Semi-Annual Performance Forecast](index=1&type=section&id=%E6%B7%B1%E5%9C%B3%E6%9C%BA%E5%9C%BA2025%E5%B9%B4%E5%8D%8A%E5%B9%B4%E5%BA%A6%E4%B8%9A%E7%BB%A9%E9%A2%84%E5%91%8A) [Performance Forecast](index=1&type=section&id=%E4%B8%80%E3%80%81%E6%9C%AC%E6%9C%9F%E4%B8%9A%E7%BB%A9%E9%A2%84%E8%AE%A1%E6%83%85%E5%86%B5) The company anticipates a significant year-on-year increase in its 2025 first-half performance, with net profit attributable to shareholders projected to grow by 64.78% to 93.47% Performance Forecast Summary | Indicator | Current Reporting Period (Jan-Jun 2025) | Prior Period | Year-on-Year Growth | | :--- | :--- | :--- | :--- | | **Net Profit Attributable to Shareholders** | Profit: **RMB 287.21 million - RMB 337.21 million** | Profit: **RMB 174.30 million** | 64.78% – 93.47% | | **Net Profit Excluding Non-Recurring Items** | Profit: **RMB 236.04 million - RMB 286.04 million** | Profit: **RMB 121.80 million** | 93.79% - 134.85% | | **Basic Earnings Per Share** | Profit: **RMB 0.1400/share – RMB 0.1644/share** | Profit: **RMB 0.0850/share** | - | [Analysis of Performance Change](index=1&type=section&id=%E4%B8%89%E3%80%81%E4%B8%9A%E7%BB%A9%E5%8F%98%E5%8A%A8%E7%9A%84%E4%B8%BB%E8%A6%81%E5%8E%9F%E5%9B%A0%E8%AF%B4%E6%98%8E) The year-on-year performance growth is primarily driven by the recovery in civil aviation market demand, leading to steady growth in core business volumes and enhanced operating revenue - The company attributes performance growth to increased civil aviation market demand, with both passenger and cargo businesses achieving steady growth, ultimately boosting revenue and operating performance[5](index=5&type=chunk) Key Operational Metrics Growth | Core Operating Indicators | Year-on-Year Growth Rate | | :--- | :--- | | Passenger Throughput | +10.9% | | Aircraft Movements | +7.2% | | Cargo and Mail Throughput | +14.1% | [Risk Warning and Other Disclosures](index=1&type=section&id=%E5%9B%9B%E3%80%81%E9%A3%8E%E9%99%A9%E6%8F%90%E7%A4%BA%E5%8F%8A%E5%85%B6%E4%BB%96%E7%9B%B8%E5%85%B3%E8%AF%B4%E6%98%8E) The company clarifies that the performance forecast data is a preliminary, unaudited estimate from the financial department, with final accurate figures to be disclosed in the 2025 semi-annual report - This performance forecast has not been audited by an accounting firm[4](index=4&type=chunk) - The company advises that this forecast is a preliminary estimate, and investors should exercise caution as specific financial data will be based on the 2025 semi-annual report[6](index=6&type=chunk)

Core Viewpoint - Emirates Airlines has officially launched a direct flight route from Shenzhen to Dubai as of July 1 [1] Company Summary - Emirates Airlines is expanding its international operations by introducing a new direct flight service connecting Shenzhen and Dubai [1] Industry Summary - The launch of this route indicates a growing trend in international air travel, particularly between China and the Middle East, which may enhance connectivity and boost tourism and trade [1]

Core Viewpoint - Emirates Airlines has officially launched a direct flight route from Shenzhen to Dubai, marking its first international route at Shenzhen Airport, enhancing trade and tourism connections between Shenzhen and the Middle East [1][3]. Group 1: Route Details - The Shenzhen-Dubai route is Emirates Airlines' fourth direct passenger route in mainland China [3]. - The frequency of flights on this route has increased from 4 to 11 flights per week, providing daily service for travelers [3]. - The inbound flight EK328 departs Dubai at 10:05 local time and arrives in Shenzhen at 22:00 Beijing time, while the outbound flight EK329 leaves Shenzhen at 23:55 Beijing time and arrives in Dubai at 03:40 local time the next day [3][5]. - The route is operated using the newly refurbished Boeing 777-300ER aircraft [3]. Group 2: Airport Expansion - The Shenzhen-Dubai route is the first international route to be added as part of Shenzhen Airport's expansion plans for the second half of the year [5]. - Shenzhen Airport plans to open or increase over 20 domestic and international passenger routes in conjunction with airlines during the summer travel season [5]. - Additional international routes to destinations such as Male in the Maldives and Siem Reap in Cambodia are expected to be launched, along with increased flight frequencies to Phnom Penh, further catering to the travel demand for Southeast Asia during the summer [5].

Core Points - Shenzhen Airport has implemented a new regulation starting June 28, prohibiting passengers from carrying power banks without 3C certification, unclear 3C markings, or recalled models on domestic flights [1][2] - The airport has taken multiple measures to ensure smooth operations while enforcing the new rules, including increased personnel and various communication methods to inform travelers [1] - Passengers can choose to return, abandon, or temporarily store non-compliant power banks for up to 7 days at designated counters [1][2] Summary by Sections Regulation Implementation - The new regulation aims to enhance civil aviation safety by restricting certain power banks from being carried on flights [2] - The regulation specifically targets power banks, while other battery-containing products will continue to follow existing rules [2] Passenger Assistance - Shenzhen Airport has set up dedicated counters for the temporary storage and abandonment of non-compliant power banks [1] - Additional staff have been deployed in security areas to assist passengers in identifying compliant power bank models [1] Waste Management - All abandoned power banks will be collected and managed uniformly, with proper disposal conducted by qualified hazardous waste treatment agencies to prevent safety hazards [2]

Core Points - Shenzhen Bao'an International Airport has implemented new regulations regarding the carrying of power banks starting June 28, as mandated by the Civil Aviation Administration of China [1] - Non-compliant power banks, including those without a clear 3C mark or those that have been recalled, are prohibited from being taken on domestic flights [1] - The airport will provide a free storage service for non-compliant power banks for up to 7 days, with specific procedures for retrieval [1][2] Summary by Category - **Regulations** - Travelers are banned from carrying power banks that do not meet compliance standards, including those lacking a 3C mark or those that have been recalled [1] - Power banks with a clear energy rating and no damage can be carried if they do not exceed 100Wh without airline approval; those between 100Wh and 160Wh require airline approval [2] - **Storage Services** - Shenzhen Airport offers a 7-day free storage service for non-compliant power banks, located at the check-in island B tail counter [1] - Travelers must present a receipt to retrieve their stored power banks within the specified time frame, or they will be treated as abandoned [1] - **Recall Procedures** - Travelers with recalled power banks from specific brands can follow the established process to return them at designated counters [1][2] - The airport advises travelers to consult courier services in advance, as local courier companies currently do not accept power bank deliveries [1] - **Safety Measures** - Abandoned power banks will be collected by airport security and sent to a qualified hazardous waste treatment center for proper disposal [2] - The regulations specifically target power banks, while other battery-containing products will continue to be checked under existing standards [2]

Core Viewpoint - Shenzhen Airport has launched two new island tourism routes to Zhuhai's Guishan Island and Dong'ao Island, enhancing the region's tourism offerings and supporting the goal of becoming a world-class tourist destination [1][2]. Group 1: New Routes and Destinations - The new routes connect Shenzhen Airport to two popular islands in Zhuhai, Guishan Island and Dong'ao Island, both recognized as top tourist destinations [2]. - Guishan Island is the largest and most developed island in the Wanshan Archipelago, featuring numerous tourist attractions and comprehensive hospitality services [2]. - Dong'ao Island is known for its beautiful coastal scenery and has developed a unique vacation rental and high-end hotel landscape [2]. Group 2: Operational Details - The round-trip service from Shenzhen Airport to Guishan Island will operate one round trip daily with two departures, priced at 160 RMB per adult for a single journey [2]. - The service to Dong'ao Island will also operate one round trip daily with two departures, priced at 200 RMB per adult for a single journey [2]. - Initial ticket purchases will offer discounts, and travelers can check schedules and purchase tickets through online platforms and at the terminal [2]. Group 3: Broader Tourism Strategy - The new routes are part of a broader strategy to integrate tourism resources in the Greater Bay Area, creating a multi-faceted travel experience that includes scenic views of bridges and tunnels [3]. - The water transport network from Shenzhen Airport now connects to multiple destinations, enhancing the "one-hour living circle" concept in the Greater Bay Area [3]. - Future plans include leveraging the airport's comprehensive transport capabilities to develop more integrated tourism products, further enhancing the region's appeal as a world-class tourist destination [3].

Core Points - The appointment of Shu Yumin as the new Secretary of Bao'an District marks a significant leadership change, emphasizing a hands-on approach to development and project management [1][2] - Shu Yumin has a diverse background in finance, regional governance, and aviation management, which positions him well to drive economic growth and infrastructure development in Bao'an District [1][2] Company Overview - Shu Yumin previously served as the Chairman of Shenzhen Airport Group, where he oversaw critical projects such as the third runway and T2 terminal, contributing to the airport's transformation into a value hub [2] - Under Shu's leadership, Shenzhen Airport achieved record-breaking metrics in 2024, with passenger throughput reaching 61.48 million, cargo volume at 1.881 million tons, and flight operations totaling 428,000, making it the fourth airport in mainland China to surpass the 60 million passenger mark [2]