Core Viewpoint - The event "I am a Shareholder" organized by Shanghai Stock Exchange and other institutions aims to enhance communication between investors and companies, showcasing the high-quality development of listed companies in Shanghai, specifically highlighting Baiyun Airport's operational performance and strategic positioning in the aviation market [1][5]. Company Overview - Baiyun Airport's passenger throughput reached 64.5 million as of October 14, 2023, representing a year-on-year increase of 8.33%. The international passenger throughput was 13.26 million, with a year-on-year growth of 18.93% [5]. - Baiyun Airport is positioned as a key hub for Southeast Asia, South Asia, West Asia, and Africa, with plans to strengthen its international routes and expand into European and American markets [5]. Industry Insights - The overall recovery of international passenger traffic has positively impacted major airports in China, including Baiyun Airport, leading to significant profit improvements in the first half of the year [6]. - The recovery rate of domestic major airports, including Baiyun Airport, is ahead of international hubs like London Heathrow and Paris Charles de Gaulle, indicating a strong recovery trajectory [6]. - The aviation industry is expected to see improved capacity utilization and operational performance as passenger traffic continues to recover and grow, with a focus on enhancing non-aeronautical revenue streams [6].
上交所“我是股东”走进白云机场 探寻行业大周期下的投资机会