Group 1 - Shenzhen Bao'an International Airport won three international awards from SKYTRAX, including Best Airport in the 60-70 million passenger category, Best Airport in China, and Best Airport Staff in China for 2025 [2] - The airport's Hyatt Hotel was recognized as the Best Airport Hotel in China for the fifth consecutive time and also received global and Asian awards for best airport hotel in 2025 [2] - Shenzhen Airport has achieved significant recognition in various prestigious awards, showcasing its strength and service quality as an international aviation hub [2] Group 2 - Shenzhen Airport has upgraded passenger service facilities by introducing personalized service brands and enhancing the overall travel experience with initiatives like "Easy Security Check" and "Door-to-Door Baggage Service" [3] - The airport has implemented innovative measures such as facial recognition boarding and satellite terminal food delivery services to improve efficiency and convenience for travelers [3] - The integration of artificial intelligence in services, including coffee robots and AI translation devices, has added a technological edge to the airport's offerings [3] Group 3 - Shenzhen Airport has expanded its commercial offerings by introducing 15 international luxury brands and several first-time projects, enhancing the shopping experience for travelers [4] - The airport has launched self-operated restaurants and stores that promote local cultural products, creating a unique shopping environment [4] - Initiatives like the "Tech New Year Festival" and comprehensive international payment options have further enriched the consumer experience at the airport [4] Group 4 - Shenzhen Airport ranked first in ground transportation service metrics among 41 participating airports in the CAPSE 2024 passenger service evaluation report [5] - The airport has focused on improving ground transportation efficiency, establishing a reputation for high-quality service known as "Shenzhen-style pick-up" [5] Group 5 - The airport has pioneered a "color navigation" system for ride-hailing services, improving vehicle flow and efficiency by 40% [6] - Initiatives to address short-distance taxi challenges include a points system for short trips and the introduction of the "Bao'an Smooth Travel" dynamic bus service [6]

Group 1 - The International Airports Council (ACI) announced that Guangzhou Baiyun International Airport ranks 10th in the 2024 global busiest airports list, with a total of 512,004 aircraft movements, representing a year-on-year increase of 12.3% [2] - The airport's cargo throughput reached 2.3737 million tons in 2024, placing it 9th globally, with a year-on-year growth of 16.9% [2] - As of March 31, 2024, the airport processed over 4 million inbound and outbound passengers in the first quarter, a 24.5% increase compared to the previous year, achieving this milestone 20 days earlier than in 2024 [2] Group 2 - Baiyun Airport has nearly 500 weekly flights on Southeast Asia routes, leading in flight frequency among mainland Chinese airports [3] - The airport is accelerating the construction of a "global aviation traffic circle" to support the development of a world-class airport cluster in the Greater Bay Area, enhancing its "Airport+" effect [3] - The new T3 terminal is expected to be completed and operational within the year, with projections to handle 120 million passengers and 3.8 million tons of cargo annually by 2030, positioning it as a leading global aviation hub [3] Group 3 - The first "China·Guangzhou 2025 International Airport Expo" will be held in September, showcasing global wisdom and industry strength, with five major exhibition areas [3] - Concurrently, three significant conferences will take place, including the 2025 ACI Airport Experience Global Summit, the 10th China Airport Service Conference, and the UK-China Economic and Trade Committee Aviation Working Group Annual Meeting [3] - Baiyun Airport aims to leverage its strategic advantages to enhance the efficient flow of people, goods, and information in the region, attracting international conferences and exhibitions to invigorate the high-quality development of civil aviation in the Greater Bay Area [3]

4月15日，上海机场连续4个交易日下跌，区间累计跌幅-2.96%。上海国际机场股份有限公司是从事航空运输地面服务及其他相关业务的服务性企业,提供的 产品即服务,包括以先进的机场基础设施,高效顺畅的运行保障系统为中外航空公司的飞机安全起降提供良好的航班地面保障服务;以安全、舒适、优美的候机 环境,功能齐备的服务设施和优质服务为旅客提供进出港、转港服务;以诚信的服务原则、规范化的管理和合理的资源定价,为承租商提供经营资源服务;商业 租赁方面通过公开招标、邀请招标、竞争性谈判、定向性谈判等方式,引进具有丰富机场商业运作经验的集成商、连锁品牌商以及国际知名旅行零售机构。 华泰柏瑞沪深300ETF基金经理为柳军。 财报显示，华泰柏瑞基金旗下华泰柏瑞沪深300ETF为上海机场前十大股东，去年四季度增持。今年以来收益率-4.29%，同类排名2538(总3442)。 简历显示，柳军先生:中国国籍。监事,复旦大学财务管理硕士,2000-2001年任上海汽车集团财务有限公司财务,2001-2004年任华安基金管理有限公司高级基金 核算员,2004年7月加入华泰柏瑞基金管理有限公司,历任基金事务部总监、上证红利ETF基金经理助理。 ...

Group 1 - Company Instech reported a net profit of 177 million yuan for 2024, a year-on-year increase of 28.15%, with a proposed cash dividend of 1.20 yuan per 10 shares [1] - Instech achieved an operating revenue of 1.185 billion yuan in 2024, representing a year-on-year growth of 24.45% [1] - The company specializes in the research, production, and sales of rare earth permanent magnet materials and applications [2] Group 2 - Company Junda reported a net loss of 106 million yuan for Q1 2025, transitioning from profit to loss, with a year-on-year revenue decline of 49.52% [3] - Junda's operating revenue for Q1 2025 was 1.875 billion yuan [3] - The company focuses on the research, production, and sales of photovoltaic cell products [4] Group 3 - Company Annada reported a net loss of 10.26 million yuan for Q1 2025, with a year-on-year revenue increase of 1.44% [5] - Annada's operating revenue for Q1 2025 was 473 million yuan [5] - The company specializes in titanium dioxide and iron phosphate products [6] Group 4 - Company Jiuzhou Pharmaceutical reported a net profit of 250 million yuan for Q1 2025, a year-on-year increase of 5.68% [7] - Jiuzhou's operating revenue for Q1 2025 was 1.49 billion yuan, reflecting a year-on-year growth of 0.98% [7] - The company provides custom research and production services for pharmaceutical companies and research institutions [8] Group 5 - Company Yitong Century won a 1.48 billion yuan contract for a 5G comprehensive maintenance project with Guangdong Unicom [9] - The project will enhance the company's business volume and expansion in Guangdong [9] - Yitong Century specializes in communication network technology services and solutions [10] Group 6 - Company Rijiu Optoelectronics reported a net profit of 67.47 million yuan for 2024, a year-on-year increase of 506.9%, with a proposed cash dividend of 2.00 yuan per 10 shares [10] - Rijiu's operating revenue for 2024 was 583 million yuan, representing a year-on-year growth of 22% [10] - The company focuses on the research, production, and sales of touch display application materials [11] Group 7 - Company Ruotong reported a net profit of 95.98 million yuan for 2024, a year-on-year increase of 0.91%, with a proposed cash dividend of 2.00 yuan per 10 shares [12] - Ruotong's operating revenue for 2024 was 408 million yuan, reflecting a year-on-year growth of 7.54% [12] - The company specializes in drilling and completion equipment for oil and gas [13] Group 8 - Company Shuangxiang reported a net profit of 472 million yuan for 2024, a year-on-year increase of 754.84%, with a proposed cash dividend of 1.50 yuan per 10 shares [14] - Shuangxiang's operating revenue for 2024 was 2.29 billion yuan, representing a year-on-year growth of 51.55% [14] - The company focuses on synthetic leather and optical-grade PMMA products [15] Group 9 - Company Xinfang Pharmaceutical reported a net profit of 101 million yuan for 2024, a year-on-year decrease of 64.70%, with a proposed cash dividend of 0.30 yuan per 10 shares [16] - Xinfang's operating revenue for 2024 was 6.032 billion yuan, reflecting a year-on-year decline of 6.63% [16] - The company is involved in medical services, pharmaceutical distribution, and manufacturing [17] Group 10 - Company Dongxing Medical reported a net profit of 97.42 million yuan for 2024, a year-on-year increase of 0.21%, with a proposed cash dividend of 6.00 yuan per 10 shares [18] - Dongxing's operating revenue for 2024 was 435 million yuan, reflecting a year-on-year growth of 0.40% [18] - The company specializes in surgical medical devices [19] Group 11 - Company Wuzhou Special Paper reported a net profit of 64.68 million yuan for Q1 2025, a year-on-year decrease of 51.56%, with an operating revenue of 1.989 billion yuan [20] - Wuzhou's operating revenue for Q1 2025 increased by 15.21% [20] - The company focuses on the research, production, and sales of mechanism paper and pulp [21] Group 12 - Company Jinrui Mining expects a net profit of 15.28 million yuan for Q1 2025, a year-on-year increase of 617.40% [22] - The company specializes in the production and sales of strontium salt products [23] Group 13 - Company Youyan New Materials expects a net profit of 60 million to 75 million yuan for Q1 2025, a year-on-year increase of 13076% to 16370% [24] - The company focuses on electronic films, precious metal materials, and rare earth materials [25] Group 14 - Company Guoli expects a net profit of 11 million to 13 million yuan for Q1 2025, a year-on-year increase of 164.38% to 212.45% [26] - The company specializes in urban infrastructure design, construction, and investment [27] Group 15 - Company Shenzhen Airport reported a passenger throughput of 5.5422 million in March, a year-on-year increase of 8.70% [28] - The airport's cargo throughput was 171,900 tons, reflecting a year-on-year growth of 14.51% [28] - The company is involved in aviation and related non-aviation businesses [29] Group 16 - Company Shenghui Integration reported an order balance of 2.117 billion yuan as of March 31, 2025, a year-on-year increase of 11.89% [30] - The company provides cleanroom engineering and electromechanical engineering services [31] Group 17 - Company Chengyi Pharmaceutical received a drug registration certificate for Mercaptopurine tablets [32] - The drug is applicable for various diseases including choriocarcinoma and acute lymphoblastic leukemia [32] Group 18 - Company Enhua Pharmaceutical initiated Phase I clinical trials for NH280105 capsules, targeting Alzheimer's disease [33] - The trial aims to assess the safety and pharmacokinetics of the drug [33] Group 19 - Company Lingang Steel proposed a share buyback of 50 million to 100 million yuan [34] - The company specializes in the production and development of metallurgical products [35] Group 20 - Company Fujia plans to repurchase shares worth 15 million to 30 million yuan [36] - The company focuses on smart cleaning appliances and key components [37] Group 21 - Company Mould Technology received a project designation letter for exterior parts from a luxury car client, with an estimated total sales of 2.07 billion yuan [38] - The project is expected to start mass production in April 2027 [38] Group 22 - Company Longxin General expects a net profit of 4.55 billion to 5.30 billion yuan for Q1 2025, a year-on-year increase of 76.65% to 105.77% [39] - The company specializes in motorcycles, engines, and general machinery products [40] Group 23 - Company Dongfang Securities reported a net profit of 1.436 billion yuan for Q1 2025, a year-on-year increase of 62.08% [41] - The company focuses on investment management and securities trading [42] Group 24 - Company Yalian Machinery plans to use up to 800 million yuan of idle funds for low-risk financial products [43] - The company specializes in the production of engineered wood production lines and equipment [44] Group 25 - Company Guanghua Technology reported a net loss of 205 million yuan for 2024, with total revenue of 2.589 billion yuan [45] - The company focuses on PCB chemicals and lithium battery materials [46] Group 26 - Company Boya Biotechnology plans to publicly transfer 80% of its subsidiary's equity for 213 million yuan [47] - The transaction aims to optimize resource allocation focusing on blood products [48] Group 27 - Company Darui Electronics plans to repurchase shares worth 30 million to 50 million yuan [49] - The company specializes in customized components and automation equipment [50] Group 28 - Company Hongying Intelligent plans to repurchase shares worth 30 million to 40 million yuan [51] - The company focuses on smart control products and assemblies [52] Group 29 - Company Guangku Technology announced a change in the upper shareholding structure of its controlling shareholder [53] - The operational activities of the company will not be materially affected [54] Group 30 - Company Dingjie Smart's application for convertible bond issuance has been accepted by the Shenzhen Stock Exchange [55] - The company provides digital and intelligent solutions for various industries [56]

从中证全指运输指数持仓样本的行业来看，铁路运输占比18.18%、航运占比16.69%、航空运输占比 14.11%、快递占比13.27%、物流综合占比12.05%、高速公路占比9.70%、港口占比9.57%、机场占比 5.34%、公路运输占比1.09%。 资料显示，指数样本每半年调整一次，样本调整实施时间分别为每年6月和12月的第二个星期五的下一 交易日。权重因子随样本定期调整而调整，调整时间与指数样本定期调整实施时间相同。在下一个定期 调整日前，权重因子一般固定不变。遇临时调整时，当中证全指指数调整样本时，中证全指行业指数样 本随之进行相应调整。在样本公司有特殊事件发生，导致其行业归属发生变更时，将对中证全指行业指 数样本进行相应调整。当样本退市时，将其从指数样本中剔除。样本公司发生收购、合并、分拆等情形 的处理，参照计算与维护细则处理。 跟踪运输指数的公募基金包括：华夏中证全指运输联接A、华夏中证全指运输联接C、华夏中证全指运 输ETF。 从指数持仓来看，中证全指运输指数十大权重分别为：京沪高铁（9.83%）、顺丰控股（9.29%）、中 远海控（8.23%）、大秦铁路（6.17%）、上海机场（3.74%）、 ...

Core Insights - Shenzhen Airport (000089) reported a passenger throughput of 5.5422 million in March 2025, representing a year-on-year increase of 8.70% [1] - The cargo and mail throughput reached 171,900 tons in March 2025, showing a year-on-year growth of 14.51% [1] - The number of flight takeoffs and landings was 38,111 in March 2025, reflecting a year-on-year rise of 4.55% [1] Summary by Category Passenger Traffic - Cumulative passenger throughput for 2025 reached 16.5522 million, marking a year-on-year increase of 6.30% [1] Cargo and Mail - Cumulative cargo and mail throughput for 2025 was 459,500 tons, with a year-on-year growth of 13.30% [1] Flight Operations - Cumulative flight takeoffs and landings for 2025 totaled 111,700, indicating a year-on-year increase of 2.64% [1]

缤纷可爱的风格设计、干净整洁的空间环境——即将开放的白云机场宠物航站楼位于广州白云机场T1 航站楼29号门正对面，总建筑面积达2000平方米（其中室内、室外面积各1000平方米），是全国首个位 于机场航站楼的携宠出行专属空间。 《中国民航报》、中国民航网 记者郭瑛 报道：4月14日，记者从广州白云机场了解到，全国首个宠物航 站楼即将投入运营。作为创新型宠物服务综合体，该航站楼整合检疫订票代办、宠物托运、携宠值机、 宠物酒店等服务，打造宠物一站式出行平台。目前正在内部试运营，5月起将正式对外开放。 白云机场宠物航站楼为携宠出行的旅客设置尊享VIP休息区，现场配备细致入微的服务配套，如粘毛 器、按摩座椅、手磨咖啡及饮料等贵宾顾客服务，同时还为宠物提供舒适休息沙发、猫抓板及鲜粮补给 站。针对首次乘机的宠物，特别提供宠物专用解压精油和恒温恒湿吸氧舱，而乘机抵达白云机场的宠物 还可享受干洗护理及安抚服务，缓解旅途疲劳。 首创星级"宠物酒店" 为满足长途出行旅客的宠物寄养需求，宠物航站楼（一期）内配置6大主题阳光猫房、4大独立狗房和7 间智能宠物仓，主题房型设计融合宠物行为学，如猫所需的垂直空间、狗的社交空间需求等，首次 ...

Core Points - The successful activation of the backup control tower at Shenzhen Airport marks a significant milestone in enhancing air traffic management capabilities [1][4] - The backup tower was operationally switched within 3 minutes, ensuring a flight operation normal rate of 94% and a peak departure normal rate of 98.6% on the same day [1][4] - The upgrade of the Shenzhen air traffic control station is aimed at supporting the upcoming third runway, scheduled to be operational by the end of 2025 [4][5] Group 1 - The backup control tower was constructed to ensure the seamless transition and safety of air traffic operations during the upgrade of the main control tower [4][5] - A "shadow operation" mode was implemented prior to the switch, allowing controllers to familiarize themselves with the new equipment and environment [4] - Safety assessments and training measures were put in place to manage risks associated with the transition to the backup tower [4][5] Group 2 - The new air traffic control systems will include two highly integrated automated systems and a complete overhaul of key operational systems [4] - The redesign of control positions aims to enhance operational efficiency and safety during the transition period [4][5] - The backup tower's activation allows for a sufficient adaptation period for controllers to prepare for the third runway's operational demands [5]

Core Viewpoint - Baiyun Airport (600004) reported a passenger throughput of 6.6036 million in March 2025, representing a year-on-year increase of 2.76% [1] Passenger Traffic - The total number of takeoffs and landings was 44,165, showing a year-on-year growth of 1.54% [1] - Domestic passenger throughput was 5.2647 million, reflecting a year-on-year decrease of 0.99% [1] - International passenger throughput reached 1.2792 million, marking a significant year-on-year increase of 21.58% [1] Cargo and Mail Volume - The cargo and mail throughput amounted to 208,400 tons, with a year-on-year growth of 1.39% [1]

Core Insights - The Guangzhou Baiyun International Airport (referred to as "Baiyun Airport") is set to launch its T3 terminal, which aims to transform the airport from a "transportation node" to an "economic engine" for Guangzhou, enhancing its status as a global consumption hub [1][2][6] Group 1: T3 Terminal Development - The T3 terminal is designed to handle an annual passenger throughput of 30 million, with future expansion capacity up to 40 million, contributing to Baiyun Airport's total capacity exceeding 120 million passengers annually [2][3] - T3 will feature a "three-dimensional" commercial layout, including a 2,800 square meter global duty-free zone and a 3,600 square meter dining area, offering diverse culinary experiences [3][4] Group 2: Transportation and Connectivity - The T3 terminal will be integrated with a comprehensive transportation hub, connecting with major transit lines, including the 22 subway line and the New Baiyun-Guangzhou intercity rail, creating a "1-hour consumption circle" for 80 million people [4][6] - Baiyun Airport will become the largest comprehensive transportation center in South China, facilitating seamless transfers among various transport modes [4][8] Group 3: Economic and Commercial Opportunities - The T3 commercial space, exceeding 20,000 square meters, will serve as a key site for duty-free, fashion, and dining economies, leveraging Guangzhou's industrial advantages [6][7] - Baiyun Airport is positioned as a critical resource allocation hub for the Greater Bay Area, with plans to attract flagship stores and experiential centers to enhance the consumer environment [6][7] Group 4: Future Vision and Urban Integration - The development of T3 aligns with Guangzhou's broader strategy to create a "world-class aviation metropolitan area," integrating urban and airport functions to enhance service levels and attract global traffic [10] - Baiyun Airport aims to evolve into an "airport city," expanding its role beyond just a transit point to include hotels, commercial spaces, and cultural facilities, thereby creating a vibrant urban ecosystem [8][9]