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 ...

此航线的开通，是恩施许家坪国际机场锚定"武陵山区国际航空门户"目标迈出的坚实一步，是国际枢纽 功能实现关键跃升的有力印证，更是恩施州服务支点建设、深度融入中国—东盟发展大格局的生动实 践。恩施直飞河内航线的启航，极大地便利了恩施州与越南乃至东盟国家在商贸投资、文化旅游、科教 人文等领域的深度合作，为本地企业"走出去"、域外资源"引进来"搭建了快捷的"空中走廊"，对构建更 为紧密、更富韧性、更具活力的中国—东盟命运共同体注入了强劲的"恩施动能"。 自口岸开放以来，州直相关部门和恩施许家坪国际机场在州委、州政府的坚强领导下，系统谋划、高效 推进，围绕航空口岸核心功能，持续建设与完善国际功能配套体系，提质升级硬件设施，优化拓展软件 服务，科学布局航空网络，为打造现代化国际航空枢纽，推动区域对外开放水平筑牢了坚实的保障基 础。今年是恩施州发展入境游元年，下一步，恩施许家坪国际机场将精准把握国家对外开放战略机遇， 紧扣恩施州新发展格局，分阶段、按步骤有序推进国际航线开发工作，全力构建辐射广泛、连接高效的 国际航空运输通道，助力恩施提升对外开放能级，增强区域经济竞争力，在国际舞台上书写高质量发展 新篇章。今年将陆续开通越 ...

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 ...

近日，在海南航空开通重庆直飞西雅图航线一周年之际，海南航空宣布，助力重庆打造国际航空枢纽， 已取得突破性进展。 去年5月16日，海南航空开通重庆—西雅图直飞国际航线，这是继北京—波士顿、北京—西雅图航线 后，海南航空近年来开通的第三条中国直飞美国航线。 海南航空相关负责人表示，目前，海南航空从重庆出发的国际直飞航线已覆盖马德里、罗马、巴黎、米 兰等欧洲城市，以及曼谷、大阪等亚洲城市。 国内方面，海南航空在重庆的航线网络密集连接北京、广州、深圳等14个国内城市，每日提供24个出港 航班，极大地便利了旅客的出行需求。 事实上，自2021年12月8日加入辽宁方大集团以来，海南航空不断加大在渝投入。今年1月，海南航空获 批成为重庆国际航空枢纽运营人。今年4月，海南航空在渝投放过夜运力已增至11架。此外，海南航空 不断加大在渝的宽体运力投放，2025年一季度，海南航空执行的重庆进出港航班中宽体航班占比近 25%，这一比例居在渝运营航司之首。 此外，去年5月31日，方大航空国际总部揭牌暨项目组进驻仪式在重庆雾都宾馆举行，标志着重庆市人 民政府与辽宁方大集团共同打造的"方大重庆航空城项目"进入启动建设阶段。 截至目前，方大 ...