（央视财经《第一时间》）得益于政策红利持续释放和通关服务不断优化，广州白云机场口岸正在成为连接中国与世界的重要国际空港门户。记者从广 州边检总站白云边检站了解到，截至11月15日，年度出入境人员总量已突破1500万人次，同比增长近20%，跨境商务与旅游交流持续升温。 广州边检总站白云边检站执勤十七队教导员 李志伟：我们会提供"优先候检、快速通关""专区候检、专道查验"这类定制化便利。推广电子二维登机码， 探索过境免签旅客信息预报预核机制。不仅让基地航司机组人员的快捷通关率从11%提升到了90%，也为国际航空运输的高效运转提供了边检支持。 转载请注明央视财经 编辑：潘煦 数据显示，今年通过白云机场口岸出入境的中国公民超890万人次，同比增长11.9%；来自194个国家和地区的出入境外国人达536万人次，同比增幅高达 36.7%，创历史最高纪录。 目前，白云机场口岸已全面落实48国单方面免签及55国240小时过境免签等便利政策。今年以来，免签入境的外国人超过124万人次，同比增长114.5%， 占入境外国人总数近一半；同时，签发口岸临时入境许可超过6万张，同比增长14.9%，申请人主要来自美国、英国等欧美国家。值 ...

Core Viewpoint - Baiyun Airport's stock has experienced fluctuations, with a recent decline of 2.09% and a total market value of 23.29 billion yuan, despite a year-to-date increase of 4.20% [1][2]. Financial Performance - For the period from January to September 2025, Baiyun Airport achieved a revenue of 5.697 billion yuan, representing a year-on-year growth of 7.48%, and a net profit attributable to shareholders of 1.096 billion yuan, which is a significant increase of 64.06% [2]. Shareholder Information - As of September 30, 2025, the number of shareholders for Baiyun Airport was 81,900, showing a slight increase of 0.08% from the previous period. The average circulating shares per person decreased by 0.08% to 28,881 shares [2]. Dividend Distribution - Since its A-share listing, Baiyun Airport has distributed a total of 5.88 billion yuan in dividends, with 548 million yuan distributed over the past three years [3]. Major Shareholders - The top circulating shareholders include Hong Kong Central Clearing Limited, holding 27.47 million shares (a decrease of 5.58 million shares), and Southern CSI 500 ETF, holding 17.18 million shares (a decrease of 364,000 shares). New shareholder, Fortune CSI Tourism Theme ETF, holds 9.66 million shares [3].

Group 1 - The company, Shenzhen Airport, announced its participation in the "2025 Annual Online Collective Reception Day for Investors" organized by the Shenzhen Securities Regulatory Bureau and other entities [1] - The event is scheduled to take place on November 20, 2025, aimed at enhancing interaction and communication with investors [1]

Core Insights - Shenzhen Airport reported record high passenger volume and flight numbers during the summer travel period, with over 11.2 million passengers and more than 76,000 flights from July 1 to August 31 [1] - As of October 31, 2025, Shenzhen Airport achieved a total of 370,800 flight takeoffs and landings, representing a year-on-year increase of 4.71%, and a passenger throughput of 54.94 million, up 7.94% year-on-year [1] - The cargo and mail throughput reached 1.68 million tons, marking an 11.10% year-on-year growth [1] Future Plans - Shenzhen Airport aims to continuously optimize its passenger and cargo route layout, enhance service products, and improve service quality [1] - The airport is focused on promoting the further development of Shenzhen's economy and cultural tourism, contributing to the city's goal of becoming a more globally influential economic center and a modern international metropolis [1]

早在电影节正式开幕前，厦门机场就已全员就位，进入电影节筹备保障模式。运行指挥中心牵头制定 《重大演艺活动嘉宾航班保障方案》，动态协调地勤、安检等部门，实时跟踪航班信息与粉丝动态，科 学规划嘉宾保障动线。安检护卫部全员开展应急处置专项培训，组建24小时备勤的应急处置小队，联合 公安及外包单位在关键点位值守，确保嘉宾通行安全顺畅。建设管理部则对航站楼周边绿化景观进行全 面升级，焕新草花、整洁路面，并在停车场设置嘉宾专用通道，安排专人引导，营造出温馨舒适的迎宾 氛围。 尊享礼遇，打造电影级出行体验 厦门机场致力于打造"集专属礼遇、文化体验与无忧保障于一体的全链路贵宾服务体系"。走进机场T3、 T4贵宾室，浓厚的电影艺术气息扑面而来。这里已变身"光影会客厅"，设置"金鸡报晓"主题打卡区。 以"金鸡暖茗"命名的中医药材特调茶饮、以电影票根为灵感的集章互动游戏……嘉宾在候机间隙即可感 受电影文化与闽南温情的巧妙融合。要客通道更显细致匠心：一线工作人员严格执行信息保密准则，专 属值机通道和升级版行李转运流程，让各环节无缝衔接，确保嘉宾在5分钟内快速通行。 《中国民航报》、中国民航网 记者胡夕姮 通讯员林若瑜 报道：11月1 ...

Core Viewpoint - The announcement highlights a strategic cooperation agreement between Zhishu Technology Group and Putian Rail Transit Technology (Shanghai) Co., Ltd, aimed at enhancing collaboration in the fields of artificial intelligence and rail transit [1] Group 1: Strategic Cooperation - The strategic cooperation agreement was signed on November 17, 2025, establishing a long-term partnership between the two companies [1] - Putian Rail Transit specializes in areas such as rail transit weak current general contracting, communication system integration, automatic ticketing systems, smart airports, and smart tourism [1] - The partnership is expected to expand the revenue base of Zhishu Technology Group and improve shareholder returns [1] Group 2: Industry Focus - The collaboration will focus on the development of new technologies in AI service robots, contactless smart security checks, intelligent operation systems, and smart stations [1] - Both companies aim to leverage their strengths in the rail transit and airport sectors to drive innovation and growth in artificial intelligence applications [1]

证券之星消息，11月17日航空机场板块较上一交易日下跌0.89%，春秋航空领跌。当日上证指数报收于 3972.03，下跌0.46%。深证成指报收于13202.0，下跌0.11%。航空机场板块个股涨跌见下表： 从资金流向上来看，当日航空机场板块主力资金净流出1.78亿元，游资资金净流出1.31亿元，散户资金净 流入3.09亿元。航空机场板块个股资金流向见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入(元) | | 游资净占比 散户净流入(元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 600029 | 南方航空 | 3849.73万 | 6.93% | -2052.54万 | -3.70% | -1797.19万 | -3.24% | | 601021 | 春秋航空 | 2833.16万 | 3.60% | -7820.84万 | -9.93% | 4987.68万 | 6.34% | | 600115 | 中国东航 | 2459.30万 | 2.55% | -460.98万 | -0.48% | ...

Investment Rating - The report maintains a "Recommended" rating for the transportation industry [4]. Core Views - The transportation sector has shown a cumulative increase of 1.83% from November 10 to November 15, 2025, outperforming the Shanghai Composite Index, which decreased by 1.08% [14][15]. - The recovery rates for domestic and international passenger traffic in major airlines and airports have significantly improved compared to 2019 levels, indicating a positive trend in the aviation sector [24][32]. - The shipping and logistics sectors are experiencing mixed performance, with container shipping indices showing a decline year-on-year, while oil and product tanker indices have increased significantly [36][47]. Summary by Sections Industry Performance Overview - The transportation industry ranked 13th among 31 sectors with a cumulative increase of 1.83% during the week [14]. - Sub-sectors such as ports (+7.44%) and airports (+5.28%) performed particularly well, while cross-border logistics (-1.37%) and road freight (-0.68%) faced declines [15][23]. Aviation and Airports - Major airlines in China have seen recovery rates for domestic Available Seat Kilometers (ASK) in September 2025 reach as high as 176.49% compared to the same month in 2019 [24]. - Key airports like Baiyun, Shanghai, and Capital have also shown strong recovery in passenger throughput, with rates of 125.22% and 115.87% for international traffic [32]. Shipping and Ports - The Shanghai Containerized Freight Index (SCFI) has decreased by 35.55% year-on-year, while the China Containerized Freight Index (CCFI) has shown a 23.97% decline [36]. - The CCFI for the East America route reported a decrease of 18.31% year-on-year, while the Mediterranean route saw a decline of 28.56% [36]. Road and Rail - Rail passenger turnover increased by 0.4% year-on-year, while freight volume rose by 4.24% [61]. - Road passenger traffic decreased by 3.82%, but freight volume increased by 5.20% [67]. Logistics and Express Delivery - The express delivery sector achieved a revenue of 127.37 billion yuan in September 2025, marking a 7.20% increase year-on-year [10]. - The industry is witnessing a shift towards smaller packages driven by e-commerce, with a notable increase in business volume [8]. Investment Recommendations - The report suggests focusing on airlines such as China National Aviation (601111.SH), Southern Airlines (600029.SH), and logistics companies like Huamao Logistics (603128.SH) for potential investment opportunities [9][10].

Core Viewpoint - Shanghai Airport's stock has experienced a slight decline of 2.02% on November 17, with a current price of 33.54 CNY per share and a total market capitalization of 83.458 billion CNY [1] Financial Performance - For the period from January to September 2025, Shanghai Airport reported a revenue of 9.714 billion CNY, reflecting a year-on-year growth of 5.69%, and a net profit attributable to shareholders of 1.634 billion CNY, which is a 35.98% increase compared to the previous year [2] - The company has distributed a total of 13.162 billion CNY in dividends since its A-share listing, with 1.817 billion CNY distributed over the last three years [3] Shareholder Information - As of September 30, 2025, the number of shareholders for Shanghai Airport is 181,100, a decrease of 1.62% from the previous period, while the average circulating shares per person increased by 8.41% to 11,297 shares [2] - The top three circulating shareholders include China Securities Finance Corporation with 57.617 million shares, unchanged from the previous period, and Hong Kong Central Clearing Limited with 55.025 million shares, which decreased by 29.240 million shares [3] Stock Performance - Year-to-date, Shanghai Airport's stock price has decreased by 0.30%, but it has seen a 0.84% increase over the last five trading days, a 6.71% increase over the last 20 days, and a 6.17% increase over the last 60 days [1] Business Overview - Shanghai International Airport Co., Ltd. provides ground handling services for domestic and international airlines and passengers, with non-aeronautical revenue accounting for 54.10% and aeronautical revenue for 45.90% of total revenue [1]

Core Viewpoint - Baiyun Airport's stock price has shown fluctuations, with a recent decline of 2.06%, while the company has experienced a year-to-date increase of 5.47% in stock price [1] Financial Performance - For the period of January to September 2025, Baiyun Airport achieved a revenue of 5.697 billion yuan, representing a year-on-year growth of 7.48% - The net profit attributable to shareholders reached 1.096 billion yuan, marking a significant increase of 64.06% compared to the previous year [2] Shareholder Information - As of September 30, 2025, the number of shareholders for Baiyun Airport was 81,900, reflecting a slight increase of 0.08% from the previous period - The average circulating shares per person decreased by 0.08% to 28,881 shares [2] Dividend Distribution - Since its A-share listing, Baiyun Airport has distributed a total of 5.88 billion yuan in dividends, with 548 million yuan distributed over the past three years [3] Major Shareholders - As of September 30, 2025, the largest circulating shareholder was Hong Kong Central Clearing Limited, holding 27.4745 million shares, a decrease of 5.5804 million shares from the previous period - Other notable shareholders include Southern CSI 500 ETF and ICBC Dividend Preferred Mixed A, with varying changes in their holdings [3]