以下文章来源于国民经略 ，作者凯风 国民经略 . 在这里，读懂中国经济、城市和楼市 当前，新一轮机场争夺战如火如荼，一批"双机场城市"横空出世，几乎所有省市都在拼命建机场，就 连三四线地市也被席卷其中。 机场竞速，谁能最终跑在前列？ 一 本文来自微信公众号： 国民经略 （ID：guominjinglve） ，作者：凯风，题图来自：AI生成 流量入口争夺战，又升级了。 近日，广州白云国际机场T3航站楼初步具备竣工验收条件，预计10月底前具备投运条件，届时终端 旅客吞吐能力将达1.4亿人次。 这意味着， 广州白云机场将超过北京大兴机场、上海浦东机场，成为全国第一也是全球最大单体机 场。 这是2025年上半年内地各大机场旅客量排行： | | | | | 2025年6月全国千万级机场旅客吞吐量(初步统计) | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 排序 | 机场 | 代码 | 本月客流 | 同比 | 令年累计 | 累计同比 位次变化 | | | 1 | 上海浦东 | PVG | 690.2 | 10.2% | 4116.1 | 11.6% ...

随着T5航站楼投入运营，西安咸阳国际机场客货运保障能力显著提升，已成为全国至中亚地区通 航城市最多的机场。目前，西安往返中亚地区每周航班已增至18班。今年上半年，西安咸阳国际机场往 来中亚国家人员7.8万余人次、航班700余架次，同比分别增长40%、19%，中亚旅客市场份额位居全国 前列，区域航空市场潜力加速释放。 "陕西正全力打造高水平国际航空枢纽，随着这一直飞航线的开通，航空运力会不断转化为经济发 展新动能。构建'航空+物流+贸易+产业+人文'的立体合作网络，为陕西与中亚国家扩大经贸合作、拓展 旅游市场及深化人文交流提供有力支持。"陕西省社会科学院副研究员杨琳说。（记者：徐颖） "我跟朋友们一起去哈萨克斯坦旅行，想感受一下中亚风情。直飞航线5个小时就能到，太方便 了。"西安旅客张秦说。 "西安至奇姆肯特直飞航线的开通，将吸引更多中亚地区人民入境陕西，开展更多商贸合作和旅游 交流。"西安咸阳国际机场市场部国际保障高级主管赵一表示，"下一步，我们将依托斯卡特航空在中亚 地区的航线网络，进一步拓展向西开放的'空中通道'。" 7月3日2时47分，一架由斯卡特航空执飞的航班从西安咸阳国际机场起飞，飞往哈萨克斯坦奇姆 ...

上海国际机场股份有限公司 会议材料 上海国际机场股份有限公司 2024 年度股东大会 材 料 目 录 议案五：关于提请股东大会授权董事会实施 2025 年度中期分红 议案六：关于聘请公司 2025 年度财务审计机构的议案 ......27 议案七：关于聘请公司 2025 年度内部控制审计机构的议案 . 28 上海国际机场股份有限公司 为确保公司股东大会的顺利召开，根据《公司法》《证券法》 《公司章程》等有关规定，特制定股东大会须知如下，望出席股 东大会的全体人员遵照执行。 一、大会设秘书处，负责会议的组织工作和处理相关事宜。 二、大会期间，全体出席人员应以维护股东的合法权益、确 保大会的正常秩序和议事效率为原则，自觉履行法定义务。 三、出席大会的股东，依法享有发言权、质询权、表决权等 权利。 四、股东要求大会发言，应当先向大会秘书处登记，并填写 "股东大会发言登记表"。登记发言人数超过 5 人时，按持股数量 排序取前 5 名，按持股数顺序安排发言。 五、股东发言时，应先报告所持股份数。每位股东发言不超 过 2 次，每次发言时间不超过 3 分钟。 六、大会以现场投票与网络投票相结合的方式表决。 七、为保证股东大 ...

Core Viewpoint - The opening of the international flight route from Enshi to Hanoi marks a significant step in establishing Enshi as an international aviation hub and enhances its integration into the China-ASEAN development framework [2][3]. Group 1: Flight Route Details - The first international flight, PN6536, from Hanoi to Enshi, landed on June 12, carrying 143 Vietnamese tourists, marking the official opening of the Enshi airport to international flights [1]. - The Enshi-Hanoi route is operated by Western Airlines using an Airbus A320, with flights scheduled every Tuesday, Thursday, and Saturday [1]. Group 2: Economic and Cultural Impact - The new route facilitates deeper cooperation between Enshi and Vietnam, as well as other ASEAN countries, in trade, investment, culture, and tourism [2]. - It provides a "sky corridor" for local businesses to expand internationally and attract external resources, contributing to a more resilient and vibrant China-ASEAN community [2]. Group 3: Future Development Plans - Since the opening of the port, local authorities have been working on enhancing the airport's international capabilities, including upgrading facilities and optimizing services [3]. - Enshi plans to open additional international routes to cities such as Ho Chi Minh City, Bangkok, Seoul, Busan, and Cheongju, aiming to establish a comprehensive international air transport network [3].

Core Insights - The Shanghai Oriental Hub is progressing with the first phase of the International Business Cooperation Zone expected to open by the end of this year [1] - The hub aims to become a world-class transportation center, connecting the Yangtze River Delta with global destinations [4][5] - The area is set to enhance Shanghai's role in international trade and business, with a focus on high-value industries [7][21] Planning and Development - The detailed planning for the Oriental Hub has been approved, covering an area of approximately 510 square kilometers [3] - The Shanghai East Station, part of the hub, is designed to handle 400 to 600 million passengers annually, with a total construction area of over 1.3 million square meters [4] - The hub will integrate various transportation modes, including national and regional railways, urban transit, and airport connections [4] Strategic Importance - The Oriental Hub is positioned as a key player in China's international aviation competition, with a projected annual passenger flow of 170 to 200 million [4][7] - It will serve as a center for high-tech industries, including electronic information and biomedicine, enhancing the supply chain network [7] - The hub is expected to facilitate greater international connectivity and resource integration, becoming a pivotal point for the Yangtze River Delta's development [7][8] Industry Focus - The planning emphasizes the development of three main industries: aviation, airport-related industries, and service sectors linked to high-speed rail [17][21] - The area will focus on enhancing the aviation supply chain, increasing the localization rate of the aircraft industry, and fostering innovation [19] - The International Business Cooperation Zone will attract global talent and facilitate cross-border business activities, enhancing Shanghai's international profile [15][20] Infrastructure and Connectivity - The hub will improve transit efficiency and connectivity, with plans to optimize flight schedules and reduce cargo clearance times [12] - A new management framework will allow foreign personnel to enter the business cooperation zone without traditional visa requirements, promoting ease of access [14] - The planning includes a "2+3+10" industrial layout to strengthen connections between the airport economy and surrounding industries [21]

证券代码：000089 证券简称：深圳机场 深圳市机场股份有限公司投资者关系活动记录表 4、公司的商业收入运营情况以及未来远期预期，包含广告、免 税以及含税商业？ 回答：伴随着深圳机场旅客吞吐量的快速增长，公司商业经营 情况稳步提升。截至目前，公司已引入全球领先的专业媒体运营商 德高公司，实现媒体资源价值和媒体环境双提升；充分利用航站楼 场地资源引入新业态，创新优化业务经营模式；高品质构建航站楼 国际品牌矩阵，引进爱马仕、路易威登、迪奥等 15 个国际名品，以 及西班牙知名食品品牌等 9 个"首发"项目落地。下一步，深圳机 场将全力提高非航收入，恢复设立户外广告媒体，推进免税店点位 优化调整，加快推动 T3 航站楼国际名品店开业运营，加大深圳新兴 科技产品引入力度，不断增强消费吸引力，有效提升销售收入。 5、如何看待珠三角地区机场的区域竞争和合作？ 回答：深圳机场地处粤港澳大湾区"黄金内湾"核心位置，是 联动大湾区、辐射国内外的枢纽节点，是广深港澳科技创新走廊、 深中产业拓展走廊的战略交汇处，是中国境内集海、陆、空、铁联 运为一体的现代化大型国际空港。广州、香港与深圳机场服务的城 市客源略有不同，主要是依托城 ...

Investment Rating - The airport industry is rated with a stable outlook, indicating a positive long-term growth potential supported by government policies and infrastructure investments [34]. Core Insights - The airport industry is a crucial part of China's transportation infrastructure, with 263 civil transport airports as of the end of 2024, reflecting a net increase of 4 airports from the previous year [4][10]. - The revenue structure of airport operations is divided into aviation-related income, which is quasi-public, and non-aviation income, which is market-driven, allowing for improved profitability [5][6]. - The industry is experiencing a robust recovery in operational metrics, with passenger throughput exceeding pre-pandemic levels, although international passenger traffic has not fully recovered [10][14]. Industry Overview - The airport industry is characterized by strategic importance and public service, with strict management by the Civil Aviation Administration of China [4]. - The revenue from aviation-related services includes essential operations such as takeoff and landing fees, while non-aviation services encompass various commercial activities [5]. - The industry is undergoing a transformation with the gradual marketization of non-aviation service fees, enhancing the revenue structure and competitive edge of airport operators [6]. Policy Environment - Recent policies, such as the "Guidance on Promoting International Aviation Hub Construction," aim to enhance the functionality of international aviation hubs and improve operational efficiency [7][9]. - The "14th Five-Year Plan" outlines a target to increase the number of civil transport airports from 241 to at least 270 by 2025, indicating significant growth potential [8][27]. - The government continues to support the industry through subsidies and funding for infrastructure projects, which is crucial for the sector's recovery and expansion [8][30]. Operational Performance - In 2024, the airport industry saw a significant recovery, with passenger throughput increasing by 15.9% year-on-year, surpassing 2019 levels [10][14]. - The total revenue for airport enterprises reached 1136.7 billion yuan, marking an 8.5% increase from the previous year, while the total profit showed a substantial reduction in losses [26]. - The operational metrics indicate a strong recovery trajectory, with domestic passenger traffic growing by 12.2% compared to 2019, while international traffic is still recovering [16][18]. Supply and Demand Dynamics - The airport industry has substantial growth potential, driven by ongoing fixed asset investments and improvements in flight capacity [27][28]. - The demand for air travel is expected to continue rising, supported by economic recovery and increased consumer spending [30]. - The competitive landscape is characterized by regional monopolies, with airports facing limited competition due to geographical and regulatory constraints [32][33]. Future Development - The airport industry is positioned for rapid growth, with ongoing investments in infrastructure and a clear policy framework supporting its expansion [34]. - The recovery of domestic and international travel demand is anticipated to sustain the industry's growth momentum in the coming years [34].

Core Insights - Chengdu has become the fifth city in China to join the "million-ton club" for air cargo, with a significant increase in cargo throughput in the first quarter of this year, reaching 270,000 tons, a year-on-year growth of 24.5% [1][3] - The development of Chengdu's international air cargo hub is supported by strategic collaborations with airlines and logistics companies, focusing on enhancing air cargo capacity and efficiency [2][4] - The establishment of new international cargo routes, including direct flights to Amsterdam, Chicago, and Paris, has strengthened Chengdu's position in the global supply chain [3][4] Group 1: Cargo Volume and Growth - Chengdu's international air cargo hub achieved a throughput of 270,000 tons in Q1 2023, marking a 24.5% increase compared to the previous year [1][3] - The dual airport strategy, involving Shuangliu and Tianfu airports, has led to a combined cargo throughput of 170,000 tons at Shuangliu Airport, with a year-on-year growth of 24.9% [4] - Tianfu Airport recorded a cargo throughput of 100,000 tons in Q1 2023, reflecting a growth of 23.9% [5] Group 2: Infrastructure and Capacity Development - The Sichuan Airport Group is enhancing air cargo capacity by collaborating with major airlines and logistics providers to develop an efficient air cargo network [2][4] - The new Tianfu International Airport express center is set to enhance cargo handling capabilities, with a total processing capacity of 2.8 million tons annually [2] - The introduction of advanced logistics solutions, such as the "import airside transfer" model, has significantly improved cargo transfer efficiency [7] Group 3: Policy Support and Strategic Initiatives - The local government has prioritized air cargo development as a key initiative for economic growth, providing substantial policy support [2] - Chengdu Customs has implemented a 24/7 clearance mechanism, facilitating faster processing of perishable goods and enhancing the overall logistics environment [8] - The focus on cross-border e-commerce has led to an increase in the volume of imported goods, including a notable rise in the import of fresh salmon [8]

编号：2025001 | 投资者关系活动类 | 特定对象调研 □分析师会议 | | --- | --- | | 别 | □媒体采访 □业绩说明会 | | | □新闻发布会 □路演活动 | | | □现场参观 | | | □其他 （请文字说明其他活动内容） | | 参与单位名称及人 | 农银汇理 汤砚卿 | | 员姓名 | | | 时间 | 2025 年 5 月 13 日 | | 地点 T3 | 商务办公楼 A 座 601 会议室 | | 上市公司接待人员 | 林俊、吴晨阳 | | 姓名 | 1、公司未来发展规划及资本开支计划？ | | | 回答：深圳机场将牢牢把握区位门户复合型国际航空枢纽功能 定位，锚定建设世界一流机场目标，以新提质，追求卓越，全力打 | | | 造定位清晰、特色鲜明、更具硬核竞争力的国际航空枢纽。一是全 | | | 面加大航线开拓。持续拓展深圳至世界级湾区、欧美澳热点城市、 | | 投资者关系活动主 要内容介绍 | "一带一路"国家节点城市及与深圳产业关联度较高城市的国际客 | | | 运航线，深入挖掘东南亚、东北亚腹地国家商务及旅游市场；二是 | | | 进一步加大物流业务拓展。推动基 ...

Group 1 - Hainan Airlines has made significant progress in establishing Chongqing as an international aviation hub, marking the one-year anniversary of its direct flight route from Chongqing to Seattle [1] - The airline has expanded its international direct flight network from Chongqing to include major cities in Europe such as Madrid, Rome, Paris, and Milan, as well as Asian cities like Bangkok and Osaka [1] - Hainan Airlines operates a dense domestic route network from Chongqing, connecting 14 cities including Beijing, Guangzhou, and Shenzhen, with 24 outbound flights daily [1] Group 2 - Since joining the Liaoning Fangda Group in December 2021, Hainan Airlines has increased its investment in Chongqing, becoming the operator of the Chongqing International Aviation Hub in January [1][2] - The airline has increased its overnight capacity in Chongqing to 11 aircraft and plans to have nearly 25% of its flights in and out of Chongqing be wide-body aircraft by Q1 2025, the highest proportion among airlines operating in the region [1] - The Fangda Chongqing Aviation City project has commenced, aiming to create an integrated aviation industry cluster that includes passenger hubs, aircraft maintenance, flight training, and logistics [2]