Core Viewpoint - Shenzhen Airport's operational performance shows a modest increase in passenger and cargo throughput for July 2025, indicating a gradual recovery in the aviation sector despite a slight decline in domestic flight operations [3][4]. Group 1: Trading Information - As of August 14, 2025, Shenzhen Airport's stock closed at 7.18 yuan, down 0.97%, with a turnover rate of 0.56% and a trading volume of 115,100 shares, amounting to a transaction value of 83.16 million yuan [1]. - On the same day, the capital flow indicated a net outflow of 9.45 million yuan from institutional investors, while retail investors contributed a net inflow of 3.13 million yuan [2][4]. Group 2: Company Announcements - In July 2025, Shenzhen Airport reported a passenger throughput of 5.44 million, representing a year-on-year increase of 2.02%, with domestic routes accounting for 4.90 million passengers (up 0.85%), regional routes 46,200 passengers (up 6.86%), and international routes 49,090 passengers (up 14.81%) [3][4]. - The cargo and mail throughput reached 173,400 tons, marking a year-on-year growth of 9.52%, with domestic routes contributing 81,000 tons (up 11.46%), regional routes 6,300 tons (up 19.91%), and international routes 86,200 tons (up 7.10%) [3]. - The number of flight takeoffs and landings was 37,744, reflecting a 1.00% increase year-on-year, with domestic flights at 32,132 (down 0.99%), regional flights at 344 (up 6.83%), and international flights at 5,165 (up 13.84%) [3].

Core Insights - The article highlights the significant growth in international passenger traffic at Shenzhen Airport during the summer travel season, driven by the expansion of international routes and improved cross-border policies [1] Group 1: Passenger Traffic Growth - In July, Shenzhen Airport recorded an international and regional passenger volume of 537,000, representing a year-on-year increase of approximately 14% [1] - The first month of the summer travel season saw over 340,000 passengers transported on 29 "visa-free international routes," marking a year-on-year growth of over 11% [1] Group 2: Route Expansion - Shenzhen Airport has intensified its route expansion efforts, launching and increasing flights on 12 international and regional routes, including destinations like Vientiane, Mexico City, Riyadh, and Singapore [1] - The total number of international and regional destinations served by Shenzhen Airport has surpassed 50, with over 800 international and regional flights operated weekly [1] Group 3: Cross-Border Policy Enhancements - China's cross-border policies have been further relaxed, with 29 countries now enjoying full visa exemptions and unilateral visa exemptions granted to 46 countries [1] - Shenzhen Airport connects to 18 of these countries and 29 points of entry, reflecting the airport's strategic positioning in the expanding cross-border travel market [1]

Key Points - Tianpu Co., Ltd. is planning a change in control, leading to a suspension of trading from August 15, 2025, for up to two trading days [2] - Chipsea Technology and Shunhao Co., Ltd. are preparing to issue H-shares and list on the Hong Kong Stock Exchange, with plans to consider shareholder interests and market conditions [3] - ST Suwu's stock closed at 0.99 yuan on August 14, 2025, which is below the 1 yuan threshold that could lead to delisting after 20 consecutive trading days [4] Financial Performance - Bubu Gao reported a revenue of 2.129 billion yuan for the first half of 2025, a year-on-year increase of 24.45%, with a net profit of 201 million yuan [6] - Kelun Electronics achieved a revenue of 2.573 billion yuan, up 34.66% year-on-year, with a net profit of 190 million yuan [6] - Limin Co., Ltd. reported a revenue of 2.452 billion yuan, a 6.69% increase, and a net profit of 269 million yuan, up 747.13% [6] - Zhongguang Fanglong reported a revenue of 217 million yuan, a 10.31% increase, and a net profit of 10.6787 million yuan, up 321.87% [6] - Chuanjin Nuo reported a revenue of 1.744 billion yuan, a 27.91% increase, and a net profit of 177 million yuan, up 166.51% [6] - Taicheng Light reported a revenue of 828 million yuan, a 62.49% increase, and a net profit of 173 million yuan, up 118.02% [7] - Huagong Technology reported a revenue of 7.629 billion yuan, a 44.66% increase, and a net profit of 911 million yuan, up 44.87% [8] - Yifan Pharmaceutical reported a revenue of 2.635 billion yuan, a slight increase of 0.11%, and a net profit of 304 million yuan, up 19.91% [8] - Xidian New Energy reported a revenue of approximately 1.39 billion yuan, a 65.90% increase, and a net profit of approximately 139 million yuan, up 51.66% [8] - China Telecom reported a revenue of 269.4 billion yuan, a 1.3% increase, and a net profit of 23 billion yuan, up 5.5% [9] Important Transactions - Kangda New Materials plans to acquire 51% of Chengdu Zhongke Huamei Electronics for 275.4 million yuan, aiming to expand in the semiconductor integrated circuit field [13] - Jingu Co., Ltd. signed a strategic cooperation agreement with Luming Robotics to explore new material applications in robotics [13] - Zhaowei Electromechanical plans to invest up to 100 million USD in a new production base in Thailand [13] - Zhongyuan Neipei's subsidiary received a notification to supply smart electric control actuators for a European engineering group, with a projected sales amount of approximately 490 million yuan over nine years [14] - Jiadian Co., Ltd. won a bid for nuclear power project equipment worth approximately 608.98 million yuan [14] - Shenzhen Airport reported a passenger throughput of 5.4352 million in July 2025, a 2.02% year-on-year increase [14] - Gansu Energy Chemical received approval to resume production at a coal mine after safety inspections [14]

Group 1 - Tongda Power achieved a net profit of 42.64 million yuan in the first half of 2025, a year-on-year increase of 32.49% [1] - The company reported an operating income of 971 million yuan, up 22.07% year-on-year [1] - Basic earnings per share were 0.26 yuan [1] Group 2 - Hengshen New Materials reported a net loss of 36.70 million yuan in the first half of 2025, compared to a loss of 10.37 million yuan in the same period last year [2][3] - The company's operating income decreased by 24.84% to 1.22 billion yuan [2] Group 3 - Yiming Pharmaceutical's net profit was 37.56 million yuan, down 5.27% year-on-year [4] - The company experienced an 11.52% decline in operating income, totaling 311 million yuan [4] - Basic earnings per share were 0.20 yuan [4] Group 4 - Wangsu Technology achieved a net profit of 37.30 million yuan, a year-on-year increase of 25.33% [5] - The company's operating income was 2.35 billion yuan, up 2.19% year-on-year [5] - Basic earnings per share were 0.1524 yuan [5] Group 5 - Alloy Investment reported a net profit of 4.58 million yuan, a year-on-year increase of 44.12% [6] - The company achieved an operating income of 164 million yuan, up 73.46% year-on-year [6] - Basic earnings per share were 0.0119 yuan [6] Group 6 - Yifan Pharmaceutical's net profit was 30.40 million yuan, a year-on-year increase of 19.91% [8] - The company's operating income was 2.635 billion yuan, up 0.11% year-on-year [8] - Basic earnings per share were 0.25 yuan [8] Group 7 - Guoyao Yizhi reported a net profit of 66.60 million yuan, a year-on-year decrease of 10.43% [9] - The company's operating income was 36.797 billion yuan, down 2.62% year-on-year [9] - Basic earnings per share were 1.20 yuan [9] Group 8 - Hanjia Design expects a net profit of 15 to 16.5 million yuan, a year-on-year increase of 303.20% to 343.52% [10] - The company anticipates a net profit excluding non-recurring gains and losses of 14.5 to 17.5 million yuan, a year-on-year increase of 867.05% to 1067.13% [10] Group 9 - Gansu Energy Chemical announced the resumption of production at its Jinhe Coal Mine after passing safety inspections [16] Group 10 - Chuanjin Nuo reported a net profit of 177 million yuan, a year-on-year increase of 166.51% [18] - The company's operating income was 1.744 billion yuan, up 27.91% year-on-year [18] - Basic earnings per share were 0.6457 yuan [18] Group 11 - Yachuang Electronics achieved a net profit of 40.82 million yuan, a year-on-year increase of 1.47% [19] - The company's operating income was 2.847 billion yuan, up 125.74% year-on-year [19] - Basic earnings per share were 0.29 yuan [19] Group 12 - Yiheda reported a net profit of 282 million yuan, a year-on-year increase of 26.49% [14] - The company's operating income was 1.461 billion yuan, up 18.70% year-on-year [14] - Basic earnings per share were 0.44 yuan [14] Group 13 - Hatao Technology reported a net profit of 38 million yuan, a year-on-year increase of 233.08% [33] - The company's operating income was 1.475 billion yuan, up 1.12% year-on-year [33] - Basic earnings per share were 0.18 yuan [33] Group 14 - Anlu Technology announced that shareholders plan to reduce their holdings by no more than 3.25% of the company's shares [35] Group 15 - Baolidi reported a net profit of 63.81 million yuan, a year-on-year increase of 15.19% [36] - The company's operating income was 676 million yuan, up 1.47% year-on-year [36] - Basic earnings per share were 0.36 yuan [36] Group 16 - Harta Technology reported a net profit of 33.50 million yuan, a year-on-year increase of 55.61% [38] - The company's operating income was 335 million yuan, up 22.54% year-on-year [38] - Basic earnings per share were 0.0698 yuan [38] Group 17 - Huaxia Biological's controlling shareholder received a loan commitment of up to 250 million yuan from China Merchants Bank [58]

证券之星消息，8月14日航空机场板块较上一交易日下跌0.89%，华夏航空领跌。当日上证指数报收于 3666.44，下跌0.46%。深证成指报收于11451.43，下跌0.87%。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) | | --- | --- | --- | --- | --- | --- | | 002928 | 华夏航空 | 8.75 | -2.99% | 21.23万 | 1.87亿 | | 600221 | 海航控股 | 1.48 | -2.63% | 340.24万 | 5.09亿 | | 000099 | 中信海直 | 22.85 | -2.56% | 27.52万 | 6.35亿 | | 603885 | 吉祥航空 | 12.55 | -1.41% | 17.58万 | 2.21亿 | | 601021 | 春秋航空 | 52.30 | -1.04% | 5.12万 | 2.69 Z | | 000089 | 深圳机场 | 7.18 | -0.97% | 11.51万 | 8316.22万 | | 601111 | 中国国航 ...

Core Viewpoint - Shenzhen Airport Co., Ltd. reported its operational performance for July 2025, highlighting growth in passenger and cargo throughput, as well as flight operations compared to the same period last year [1]. Group 1: Passenger Traffic - The total passenger throughput for July 2025 reached 5.4352 million, representing a year-on-year increase of 2.02% [2]. - Domestic routes accounted for 4.8981 million passengers, with a growth of 0.85% year-on-year [2]. - International routes saw a significant increase, with 490,900 passengers, marking a 14.81% rise compared to the previous year [2]. Group 2: Cargo and Mail Throughput - The cargo and mail throughput for July 2025 was 173,400 tons, reflecting a year-on-year growth of 9.52% [2]. - Domestic cargo routes contributed 81,000 tons, with an increase of 11.46% year-on-year [2]. - International cargo routes handled 86,200 tons, showing a growth of 7.10% compared to the same month last year [2]. Group 3: Flight Operations - The number of flight takeoffs and landings in July 2025 was 37,744, which is a 1.00% increase year-on-year [2]. - Domestic flight operations totaled 32,132, experiencing a slight decline of 0.99% compared to the previous year [2]. - International flights increased significantly, with 5,165 operations, reflecting a year-on-year growth of 13.84% [2].

重要说明： 一、上述数据为快报数据，与实际数据可能存在差异； 二、上述运输生产数据源自公司内部统计，仅供投资者参考。 深圳市机场股份有限公司董事会 二〇二五年八月十四日 证券代码：000089 证券简称：深圳机场 公告编号：2025-032 深圳市机场股份有限公司 关于 2025 年 7 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。 | 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） | 543.52 | 2.02% | 3,800.48 | 9.51% | | 其中：国内航线 | 489.81 | 0.85% | 3,441.33 | 7.89% | | 地区航线 | 4.62 | 6.86% | 28.57 | 7.09% | | 国际航线 | 49.09 | 14.81% | 330.58 | 30.07% | | 货邮吞吐量（万吨） | 17.34 | 9.52% | 115.61 ...

Core Insights - Shenzhen Airport reported a passenger throughput of 5.4352 million in July 2025, representing a year-on-year increase of 2.02% [1] - The number of flight takeoffs and landings reached 37,744, showing a year-on-year growth of 1% [1] Company Summary - Shenzhen Airport's passenger throughput growth indicates a positive trend in travel demand [1] - The slight increase in flight operations suggests stable airline activity and operational capacity [1]

Core Viewpoint - Shenzhen Airport reported an increase in passenger and cargo throughput in July, indicating a positive trend in operational performance [1] Passenger Traffic - The actual passenger throughput in July reached 5.4352 million, representing a year-on-year growth of 2.02% [1] Cargo and Mail Volume - The cargo and mail throughput was 173,400 tons, showing a year-on-year increase of 9.52% [1] Flight Operations - The number of flight takeoffs and landings was 37,744, which is a year-on-year growth of 1.00% [1]

Core Insights - Shenzhen Airport Co., Ltd. reported a year-on-year increase in passenger throughput of 2.02% in July, totaling 5.4352 million passengers [1] - Cumulative passenger throughput for the year reached 38.0048 million, reflecting a year-on-year growth of 9.51% [1] - Significant growth was noted in international routes, contributing to the overall increase in passenger numbers [1] Passenger and Cargo Performance - Cargo and mail throughput in July was 173,400 tons, marking a year-on-year increase of 9.52% [1] - Year-to-date cargo and mail throughput reached 1,156,100 tons, with a year-on-year growth of 13.35% [1] - The number of flight takeoffs and landings in July was 37,744, showing a year-on-year increase of 1.00% [1] - Cumulative flight operations for the year totaled 258,874, reflecting a year-on-year increase of 6.22% [1]