Market Overview - The market experienced a rebound after hitting a low, with the ChiNext index turning positive towards the end of the trading session, despite a drop of over 2% during the day [1] - The total trading volume in the Shanghai and Shenzhen markets reached 2.49 trillion, an increase of 372.9 billion compared to the previous trading day [1] - By the end of the trading session, the Shanghai Composite Index fell by 0.18%, the Shenzhen Component Index decreased by 0.29%, while the ChiNext Index rose by 0.21% [1] Industry Insights Solar Energy - Huatai Securities indicated that the rush for solar installations is driving both volume and profit growth across the industry chain, with a positive outlook on the steady advancement of "anti-involution" [2] - The net profit attributable to the parent company in the power equipment and renewable energy sector is expected to see significant year-on-year growth in the first half of 2025 [2] - The demand for the new energy vehicle industry chain has improved this year, and with a slowdown in supply release, prices in most segments have stabilized [2] AIDC Power Supply Architecture - China International Capital Corporation (CICC) stated that the AI power supply architecture is upgrading to 800V HVDC, with SST expected to become the optimal technical route in the long term [3] - Major cloud companies have raised their capital expenditure expectations, accelerating AIDC construction, and the performance advantages of SST solutions are becoming more evident [3] - Domestic and international manufacturers are actively laying out SST technology, with leading global AIDC companies like Eaton and Delta having early reserves for SST solutions [3] Airport Sector - Galaxy Securities suggested that the pessimism surrounding the reduction of commission rates in the airport sector due to the re-signing of duty-free agreements has largely been priced in [4] - The recovery of international passenger traffic is expected to be a key focus for the airport sector moving forward [4] - A series of policies driving macroeconomic recovery and domestic consumption is anticipated to boost the average transaction value in the commercial sector by 2025 [4]

Group 1 - The market experienced a rebound after a dip, with the ChiNext index rising by 0.21% while the Shanghai Composite Index fell by 0.18% [1] - The total trading volume in the Shanghai and Shenzhen markets reached 2.49 trillion, an increase of 372.9 billion compared to the previous trading day [1] - Sectors such as port shipping and banking saw significant gains, while tourism, Huawei, and small metals faced declines [1] Group 2 - Huatai Securities predicts that the photovoltaic industry will see a significant increase in net profit year-on-year by the first half of 2025, driven by demand in the new energy vehicle supply chain and stable pricing [1] - The report emphasizes the importance of independent energy storage and emerging market sectors, suggesting a focus on domestic storage and new market opportunities [1] - Wind power performance is expected to continue improving, with a positive outlook on the wind turbine and offshore wind sectors [1] Group 3 - CICC highlights that the SST (Solid State Transformer) technology is expected to become the optimal solution for future AIDC (Artificial Intelligence Data Center) power supply architecture, with significant cost reduction potential [2] - Major global AIDC players like Eaton and Delta have early reserves in SST solutions, while domestic companies are also making strides in this technology [2] - Companies with deep understanding of power electronics and experience in data center projects are likely to stand out in the SST market [2] Group 4 - Galaxy Securities suggests that the negative sentiment regarding the airport sector's duty-free agreement renegotiation has largely been priced in [3] - The recovery of international passenger traffic is expected to be a key focus for the airport sector, supported by macroeconomic policies driving domestic consumption [3] - While the duty-free commission rates may not return to pre-pandemic levels, the entry of luxury brands is anticipated to create new growth opportunities [3]

《中国民航报》、中国民航网 记者冯智君 报道：面对来势汹汹的超强台风"桦加沙"，揭阳潮汕机场坚 持"防患于未然"，第一时间启动防台抗台应急响应机制，召开专题部署会，进一步强化全员安全生产责 任意识，明确各部门职责分工，全力做好防台抗台工作。 在设施设备保障方面，揭阳潮汕机场开展拉网式安全检查，及时消除安全隐患，针对航站楼、飞行区、 AOC单体楼等重点区域的排水系统和配电系统开展专项检查，组织专业队伍逐一排查管道通畅情况、 水泵运行状态、配电设施设备状况等，确保各类设施高效运转。此外，针对易发水浸的低洼区域，提前 增设沙包进行围挡，配备抽水泵、应急照明等设备物资，全力确保基础设施安全运行。 为做好旅客服务保障工作，机场公司提前谋划，针对台风可能引发的航班大面积延误、取消情况，启动 相应服务保障方案。机场公司加派人手，做好取消航班的旅客退改签服务准备工作，协调机场快线、协 议酒店等做好滞留旅客疏散的服务保障准备，组织航站楼商家储备充足食材以备做好旅客餐饮服务，努 力以细致周到的服务让滞留旅客感受到温暖与关怀。（编辑：张薇，校对：张彤，审核：韩磊） （揭阳潮汕机场供图） 为有效应对台风"桦加沙"对机场生产运行的影响 ...

深圳市机场股份有限公司公告，2025年8、9月相关会议通过议案，同意公司一年内用不超10亿元自有资 金在市属国企资金融通平台理财。近期，公司以10亿元自有资金认购华夏银行结构性存款，投资及收益 币种为人民币，年化利率0.1%或2.2%或2.35%，收益起计日为9月22日，2026年9月22日到期。理财不影 响主营业务，能提高资金使用效率和收益。公司也提示了市场波动、收益不确定等风险，并制定了健全 审批程序、筛选产品、跟踪风险等风控措施。此外，还公布了前12个月购买理财情况。 ...

Group 1 - On September 22, Baiyun Airport (600004) recorded a financing buy of 12.48 million yuan, a financing repayment of 8.59 million yuan, resulting in a net financing buy of 3.89 million yuan, with a financing balance of 407 million yuan. Over the past three trading days, the cumulative net buy reached 20.82 million yuan [1] - The financing balance on September 22 increased by 0.9% compared to the previous day, amounting to 407 million yuan [4] - The net financing buy for the previous trading days were as follows: 10.84 million yuan on September 19, 6.08 million yuan on September 18, and 0.35 million yuan on September 17 [2] Group 2 - On September 22, the securities lending saw a sell-off of 1,300 shares, with a repayment of 27,300 shares, resulting in a net buy of 26,000 shares, leaving a remaining quantity of 96,800 shares [3] - The securities lending balance on September 22 was 915,700 yuan, with a net change of -26,000 shares [3]

Core Insights - The article highlights the significant increase in cargo volume at Urumqi Tianshan International Airport, which has seen a 715% growth in cargo capacity this year, transforming from a "cold route" to a "hot route" for cross-border e-commerce [1] Group 1: Cargo Volume and Capacity - Urumqi Tianshan International Airport now handles over 200 tons of cross-border e-commerce goods daily, indicating a robust logistics operation [1] - The airport's cargo capacity has surged by 715% this year, showcasing its rapid development as a logistics hub [1] Group 2: Strategic Importance - The transformation of Urumqi into a new hub for Chinese goods heading to Europe reflects its strategic positioning in the northwest region of China [1] - The article suggests that the airport's growth is pivotal for enhancing trade routes between China and Europe [1]

Core Viewpoint - The article discusses the impact of Typhoon "Haikashan" on transportation in Shenzhen and Zhuhai, highlighting the suspension of flights and train services due to safety concerns [3][4]. Group 1: Airport Operations - Shenzhen Airport will suspend flight operations from 20:00 on September 23 until further notice, with resumption dependent on the typhoon's impact [3]. - Zhuhai Airport will halt all incoming and outgoing flights starting at 19:00 on September 23, with the resumption time also contingent on the typhoon's effects [3]. Group 2: Weather Impact - Haikashan is expected to bring strong winds and heavy rain to Haikou, affecting operations at Meilan Airport, prompting travelers to stay updated on flight adjustments [4]. - The article emphasizes the need for travelers to monitor the typhoon's trajectory and weather conditions closely [4]. Group 3: Railway Adjustments - The Guangzhou Railway Bureau will adjust train schedules starting from 12:00 on September 23, with all high-speed and regular trains in Guangdong province expected to stop operations on September 24 [4]. - Train services will gradually resume from the early hours of September 25, depending on the reduction of the typhoon's impact [4].

【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com 格隆汇9月22日｜"深圳发布"微信公众号消息，根据台风"桦加沙"影响评估，预计9月23日夜间至24日白 天为台风对深圳机场运行影响最强时段。为确保航班运行和旅客出行安全，深圳机场将于9月23日20时 起暂停航班运行，恢复运行时间将根据台风动态和影响情况而定，具体航班调整情况，请联系购票航空 公司查询了解。另外，受台风影响，深圳机场码头9月21日至9月25日所有船班停航。旅客可在港口发布 有关停航通知之日起30个自然日内，联系购票平台办理全额退票退款。 (责任编辑：宋政 HN002) ...

根据台风"桦加沙"影响评估，预计9月23日夜间至24日白天为台风对深圳机场运行影响最强时段。 为确保航班运行和旅客出行安全，深圳机场表示 将于9月23日20时起暂停航班运行， 恢复运行时间 将根据台风动态和影响情况而定。另外受台风影响， 深圳机场码头9月21日至9月25日所有船班停 航。 ...

北京商报讯（记者 关子辰 牛清妍）9月22日，深圳机场发布的消息显示，根据台风"桦加沙"影响评估， 9月23日夜间至24日白天将成为台风对深圳机场运行影响最强的时段。为确保航班运行和旅客出行安 全，深圳机场将于9月23日20时起暂停航班运行，恢复运行时间将根据台风动态和影响情况而定。 深圳机场方面表示，广大旅客需向购票航空公司查询了解具体航班调整情况。深圳机场将在24日台风影 响减弱后，会同空管、航司及时评估适航条件，在确保安全的前提下逐步有序恢复航班运行。 具体恢复时间和机场最新运行动态，深圳机场将通过官方平台及时向公众发布。深圳机场提醒旅客，及 时留意深圳机场、航司最新提示信息，根据台风影响合理安排出行。 ...