专题：专题|2024年度A股董秘数据报告：1144位董秘年薪超百万 占比超21% 董秘作为连接投资者与上市公司的"桥梁"，在上市公司资本运作中发挥着关键作用。新浪财经《2024年度A股董秘数据报告》显示，2024年A股上市公司董 秘薪酬合计达40.86亿元，平均年薪75.43万元。 | 证券简称 | 行业(申万二级) | 童秘 | 2024薪酬 | 薪酬变化 | 増减幅 | 学历 | | --- | --- | --- | --- | --- | --- | --- | | 吉祥航空 | 航空机场 | 徐骏民 | 112. 85 | 16. 98 | 17.71% | 硕士 | | 春秋航空 | 航空机场 | 陈可 | 112. 16 | 10. 71 | 10. 56% | 硕士 | | 中信海直 | 航空机场 | 欧阳铭志 | 108. 00 | 11. 00 | 11. 34% | 硕士 | | 深圳机场 | 航空机场 | 孙郑岭 | 98. 01 | 1. 29 | 1. 33% | 硕士 | | 上海机场 | 航空机场 | 黄晔 | 85. 56 | -0. 58 | -0. 67% | 硕士 | ...

| 证券简称 | 行业(申万二级) | 董秘 | 2024薪酬 | 薪酬变化 | 増減幅 | 学历 | | --- | --- | --- | --- | --- | --- | --- | | 吉祥航空 | 航空机场 | 徐骏民 | 112. 85 | 16. 98 | 17.71% | 硕士 | | 春秋航空 | 航空机场 | 陈可 | 112. 16 | 10. 71 | 10. 56% | 硕士 | | 中信海直 | 航空机场 | 欧阳铭志 | 108. 00 | 11. 00 | 11. 34% | 硕士 | | 深圳机场 | 航空机场 | 孙郑岭 | 98. 01 | 1. 29 | 1. 33% | 硕士 | | 上海机场 | 航空机场 | 黄晔 | 85. 56 | -0. 58 | -0. 67% | 硕士 | | 华夏航空 | 航空机场 | 俸杰 | 66. 89 | 3.77 | 5.97% | 本科 | | 厦门空港 | 航空机场 | 傅颖南 | 45. 02 | 4. 64 | 11. 49% | 硕士 | | 南方航空 | 航空机场 | 陈威华 | 0. 00 | -9. 30 | ...

Core Insights - The report highlights that in 2024, the total salary for A-share listed company secretaries reached 4.086 billion yuan, with an average annual salary of 754,300 yuan [1] - Over 21% of the secretaries earned more than 1 million yuan annually, indicating a significant compensation trend in the industry [1] Industry Summary - In the aviation and airport sector, which includes 12 listed companies, the total salary for secretaries amounted to 9.2244 million yuan, with an average salary of 768,700 yuan [1] - The report notes that despite receiving a regulatory work letter for failing to fulfill duties, the secretary of Jixiang Airlines, Xu Junmin, saw a salary increase of nearly 170,000 yuan, reaching 1.1285 million yuan, making him the highest-paid in the industry [1] Company Salary Data - Jixiang Airlines: Xu Junmin, 1.1285 million yuan, increase of 169,800 yuan (17.71%) [2] - Spring Airlines: Chen Ke, 1.1216 million yuan, increase of 107,100 yuan (10.56%) [2] - CITIC Offshore Helicopter: Ouyang Mingzhi, 1.08 million yuan, increase of 110,000 yuan (11.34%) [2] - Shenzhen Airport: Sun Zhengling, 980,100 yuan, increase of 12,900 yuan (1.33%) [2] - Shanghai Airport: Huang Ye, 855,600 yuan, decrease of 5,800 yuan (-0.67%) [2] - Huaxia Airlines: Feng Jie, 668,900 yuan, increase of 37,700 yuan (5.97%) [2] - Xiamen Airport: Fu Yingnan, 450,200 yuan, increase of 46,400 yuan (11.49%) [2] - China Southern Airlines: Chen Weihua, 0 yuan, decrease of 93,000 yuan (-100.00%) [2]

"空乘应该是漂亮的。" 这不只是大众的刻板印象，一些初入行的空乘从业人员也有此认知。 但这样的固定印象正在松动。脱口秀演员嘻哈的一场犀利吐槽，意外引发了公众对空姐制服改革的巨大 关注。 修身的裙装、统一的高跟鞋、优雅的微笑但"为什么我们在那么复杂的高空环境下工作，还要穿短裙、 丝袜、高跟鞋？"空乘出身的嘻哈在节目中发问。 空乘人员也是客舱安全员，不合适的制服可能在关键时刻成为"美丽的负担"。例如，如果飞机遇到紧急 情况着火了，需要撤离旅客的时候，所有乘务员还需要脱掉自己的丝袜，因为丝袜的材质在这种环境下 非常容易起火。 作为品牌形象的一部分，航司对空乘服装多有投入，甚至斥巨资与设计师联名，为的是提升品质感，吸 引客群。但是，近十余年来，出于多种考量，全球航空业正掀起一场制服改革的浪潮，服装趋于平价， 裤装与平底鞋加速进入空乘制服的主流选择。 但需要看到的是，当制服超越面料和功能成为文化镜像，每一次舆论泛起实则是社会对职业价值的重新 校准：要"美观时尚"还是"舒适便捷"？更进一步，除了服装之外，哪些也是非必需的隐形标准？ 打破职业滤镜：精心打扮后，我去干体力活 纵览空乘制服的变迁历史，尽管现在女性空乘占了大多数 ...

Market Performance - The aviation and airport sector increased by 0.23% on August 7, with Shenzhen Airport leading the gains [1] - The Shanghai Composite Index closed at 3639.67, up 0.16%, while the Shenzhen Component Index closed at 11157.94, down 0.18% [1] Individual Stock Performance - Shenzhen Airport (000089) closed at 7.24, up 1.54% with a trading volume of 148,200 shares and a turnover of 107 million yuan [1] - Xiamen Airport (600897) closed at 14.86, up 0.68% with a trading volume of 24,100 shares and a turnover of 35.68 million yuan [1] - Spring Airlines (601021) closed at 52.86, up 0.63% with a trading volume of 29,000 shares and a turnover of 153 million yuan [1] - China Eastern Airlines (600115) closed at 3.83, up 0.52% with a trading volume of 446,600 shares and a turnover of 171 million yuan [1] - China Southern Airlines (600029) closed at 5.74, up 0.35% with a trading volume of 265,100 shares and a turnover of 152 million yuan [1] - China National Aviation (601111) closed at 7.28, up 0.28% with a trading volume of 548,700 shares and a turnover of 26.66 million yuan [1] Capital Flow Analysis - The aviation and airport sector experienced a net outflow of 3.73 million yuan from institutional investors and 5.50 million yuan from speculative funds, while retail investors saw a net inflow of 9.23 million yuan [2] - The capital flow for individual stocks shows that China Southern Airlines had a net inflow of 111.51 million yuan from retail investors, while Xiamen Airport had a net outflow of 342,000 yuan from institutional investors [3]

截至2025年8月7日 13:39，交通运输ETF（159666）上涨0.6%，冲击3连涨。成分股韵达股份上涨9.98%，申通快递上涨9.01%，圆通速递上涨6.62%，广州港 上涨3.31%，德邦股份上涨3.16% 。最新价报1.01元。拉长时间看，截至2025年8月6日，交通运输ETF近1月累计上涨1.73%。 流动性方面，交通运输ETF盘中换手4.99%，成交320.01万元。拉长时间看，截至8月6日，交通运输ETF近1月日均成交503.05万元。 截至8月6日，交通运输ETF近1年净值上涨10.19%。从收益能力看，截至2025年8月6日，交通运输ETF自成立以来，最高单月回报为15.82%，最长连涨月数 为4个月，最长连涨涨幅为11.93%，上涨月份平均收益率为3.23%，年盈利百分比为100.00%。截至2025年8月6日，交通运输ETF近3个月超越基准年化收益为 8.82%。 回撤方面，截至2025年8月6日，交通运输ETF近半年最大回撤7.34%，相对基准回撤0.18%。回撤后修复天数为35天。 费率方面，交通运输ETF管理费率为0.50%，托管费率为0.10%。 跟踪精度方面，截至2025年 ...

关于厦门航空上市的传闻源于对厦航董事长、党委书记赵东在厦航2025年中工作会议上的一段讲话解 读。 不过，另外三家民营上市航司春秋航空，吉祥航空和华夏航空则获得了盈利，净利润分别为22.73亿， 9.14亿和2.68亿。 本 文字数：855，阅读时长大约2分钟 据厦门航空报披露，7月14日，厦航召开2025年中工作会，公司董事长、党委书记赵东在讲到公司未来 发展六个方向性总要求时提出：要坚持守正创新，在"业财融合"上强传承、激活力。"深化体制改革， 推动资本运作和优化公司治理，巩固 '四自' 经营机制优势，强化提质增效，拓展产业生态，发展新质 生产力，走中国特色现代企业改革发展之路。" 其中，"推动资本运作"的表态让外界猜测厦航可能有上市计划。此外，2024年7月，在厦门航空成立40 周年大会上，厦航的三方股东还联合签署过《关于共同支持厦门航空有限公司进一步深化改革的框架协 议》。 爱企查App显示，厦门航空有限公司成立于1984年8月，法定代表人为谢兵，注册资本140亿元人民币， 经营范围包括公共航空运输、民用航空器维修、航空商务服务等。股东信息显示，该公司由中国南方航 空股份有限公司、厦门建发集团有限公司 ...

Core Viewpoint - Xiamen Airlines has not confirmed any plans for an IPO despite speculation arising from comments made by the chairman during a recent meeting [3][4]. Group 1: Company Overview - Xiamen Airlines was established in August 1984, with a registered capital of 14 billion RMB, and its operations include public air transportation and aircraft maintenance [4]. - The company is jointly owned by China Southern Airlines, Xiamen Jianfa Group, and Fujian Investment Development Group [4]. Group 2: Financial Performance - In the 2024 financial reports, major state-owned airlines such as Air China, China Eastern Airlines, and China Southern Airlines reported losses exceeding 6 billion RMB collectively, while HNA Group also incurred a loss of 921 million RMB [4]. - In contrast, private airlines like Spring Airlines, Juneyao Airlines, and China United Airlines reported profits of 2.273 billion RMB, 914 million RMB, and 268 million RMB respectively [5]. - Among subsidiaries, only Xiamen Airlines under China Southern Airlines achieved profitability with a net profit of 697 million RMB [5].

Investment Rating - The report maintains an "Overweight" rating for the transportation sector [8] Core Views - The express delivery sector is expected to see significant profit recovery due to an early price increase trend, while the aviation sector is still at the bottom of the economic cycle, with potential for mid-term improvements in supply and demand [1][2][3] Summary by Sections Express Delivery - In June, the retail sales and express delivery volumes showed year-on-year increases of 5.3% and 15.8% respectively, although the growth rate has slowed compared to May [3] - The price increase trend has started in core grain-producing areas, which could lead to significant profit recovery for express delivery companies if this trend spreads across all price ranges [3][10] - Key companies recommended include ZTO Express, YTO Express, and Shunfeng Express [10] Aviation - The summer travel season has shown weak performance, with domestic ticket prices declining by 7.5% year-on-year, despite a slight increase in passenger load factor [2][16] - The aviation sector is currently at a low point, but improvements in supply growth and demand could enhance profitability in the medium term [26] - Recommended stocks include China National Aviation and Huaxia Airlines, which are expected to benefit from supply-demand improvements [26] Logistics - The logistics sector is experiencing an early price increase in express delivery, and the bulk supply chain is expected to recover alongside rising commodity prices [3][65] - The cross-border e-commerce logistics sector is showing resilience as tariff impacts diminish [3] Shipping and Ports - In July, shipping rates for container shipping and oil transport declined, while dry bulk shipping rates increased due to seasonal demand [35][36] - The report anticipates stable supply-demand dynamics in August, with shipping rates expected to remain volatile [35] Road and Rail - The road transport sector is under pressure due to rising risk preferences and potential impacts from upstream industry dynamics [5] - Rail transport is expected to see flat growth in passenger traffic during the summer, with ongoing observations needed for the impact of upstream industry changes [5]

这几年，有个话题时不时就会冲上热搜，引起大众讨论，那就是喊话航空公司改进空姐着装。 最近一次引起关注，是小某书上的一位博主发帖，说她在乘坐飞机时，跟空姐要了三张意见卡，提出了三条建议： 期望空姐无需穿短裙丝袜，统一裤装 ； 无需长期化妆和戴隐形眼镜工作； 希望男女空乘着装统一，以舒适大方为主。 看起来都是善意友好的提议，却在各个平台引起了很大争议。 赞同的人认为，这是一件善举，自己以后乘坐飞机时也要写意见卡，推进空姐着装改进。 反对的声音也不少，认为博主此举是打着关爱空姐的旗号，"精心策划的博取流量行为"，"干涉他人着装自由"。 还有空乘人员表示，不需要这样的建议，"安安稳稳坐完全程，别添乱"，就是对她们最好的回报了。 原本这可能又是一个故意引人辩论的男女对立流量话题，我并不想为了追热搜而凑热闹。 一 但是刚好最近几个月，我们一家旅行频繁，国内和国际航班都有，在航班上的时候，我恰巧也观察了国内国外不同航司里的空姐，她们的外形，年龄，着 装都实在太不相同了，于是忍不住有点感慨，想来聊几句。 这两年在国内航班上，我发现空姐们越发地时尚养眼了。她们大多温柔有礼，身形高挑纤瘦，穿着合身的套裙和皮鞋，盘着优雅的发髻。 ...