经济观察网 墨西哥中北部机场（OMAB.OQ）股价表现强劲，收盘价130.12美元，创历史新高，单日涨 幅1.54%。 股票近期走势 历史新高突破：当日股价区间为127.45-130.33美元，收盘价130.12美元，刷新历史最高纪录。 资金关注：总市值约62.81亿美元，流通股本较少（3473万股），易受资金推动。 相对强势：年初至今累计上涨19.62%，近20日涨幅达19.17%，显著跑赢大盘（纳斯达克指数同期下跌 3.47%）及所属航空服务板块（涨幅0.49%）。 以上内容基于公开资料整理，不构成投资建议。 业绩经营情况 财务业绩稳健：2025年第三季度（截至2025年9月30日）财报显示，营收同比增长7.80%，净利润同比 增长10.96%，净利率达38.29%，毛利率为66.59%，盈利能力突出。 行业与风险分析 板块热度：航空服务板块当日小幅上涨0.49%，但该股量比达1.83，成交活跃度高于近期平均水平。 现金流充裕：自由现金流为8855万美元，经营活动现金流9003万美元，负债与EBITDA比率仅1.47%， 财务结构健康。 估值水平：当前市盈率（TTM）为21.69，市净率10.77，股息率 ...

Core Viewpoint - Eastern Airlines Asset Management Co., Ltd. has been awarded the title of "National Civilized Unit" for its effective civilizational construction efforts, highlighting the importance of integrating spiritual civilization with business development and national strategy [1][2]. Group 1: Civilizational Construction Achievements - The company has successfully implemented the "4+3+3" model for spiritual civilization construction, which has been recognized in the 2025 "Innovative Case Compilation for Civilizational Creation Work of Central Enterprises" [1]. - The "Four-dimensional Leading" work system under the "4+3+3" model emphasizes the importance of party leadership and employee engagement in cultural construction [1]. Group 2: Integration with Business Strategy - Eastern Airlines Asset recognizes that spiritual civilization construction is crucial for enhancing corporate soft power and supporting business growth [1]. - The company has established a closed-loop mechanism for task deployment, implementation, and evaluation to ensure effective execution of its civilizational initiatives [1]. Group 3: Innovation and Community Engagement - The company has launched various cultural and creative projects, including a special Spring Festival video, to showcase its contributions to national modernization [2]. - Eastern Airlines Asset has accelerated its digital transformation, increasing the number of specialized enterprises to three and achieving over 200 patents and software copyrights [2]. - The company actively engages in community service projects, enhancing employee sense of belonging and social responsibility [2].

此外，活动专设"暖冬特调专区"，调酒师量身定制含酒精与无酒精两类特饮及限定鸡尾酒，为冬日旅途 增添别样风味。现场工作人员主动收集体验反馈，并用镜头记录下美食特写与互动瞬间，让每一份美好 都得以留存。 作为深耕瓯越文化、升级贵宾服务的重要举措，本次活动是温州贵宾公司延续去年"瓯味乡情，非遗贺 岁"活动良好口碑的创新实践。未来，公司将继续深挖瓯越文化内涵，推出更多兼具传统韵味与时代新 意的主题活动，让每一位旅客在往返途中都能感受温州的温润底蕴与禧悦服务的贴心关怀。（编辑：贾 昊天 校对：李海燕 审核：程凌） 《中国民航报》、中国民航网 记者赵瑜 通讯员郭丽丽 报道：2月2日春运启幕，温州空港贵宾公司携手 温州机场假日酒店开展"瓯味暖冬·禧悦同行"主题活动，以传统瓯味与创新体验交织的味觉盛宴，为出 行贵宾送上新春的暖心问候，让旅途满载地道温州风情与禧悦服务温度。 在活动期间，公司聚焦"传统瓯味焕新颜，暖冬服务沁人心"的核心宗旨，在温州机场T2贵宾楼打造沉浸 式美食体验空间。活动特邀温州机场假日酒店行政主厨现场献艺，为广大旅客提供地道的温州手工敲 虾、肉燕、猪油糕等经典瓯味小吃，现做现供的热乎口感还原瓯式"家肴"的熟 ...

宏观日报 | 2026-02-03 生产行业：1）市场监管总局会同中央空管办、国家发展改革委等十部门联合发布《低空经济标准体系建设指南（2025 年版）》，重点围绕低空航空器、低空基础设施、低空空中交通管理、安全监管和应用场景五大核心领域，建立技 术标准与管理规范融合、国内标准与国际规则融合、强制性标准与推荐性标准融合、基础标准与场景标准融合的"四 维融合"标准供给体系。 服务行业：1）2日，上海收购二手住房用于保障性租赁住房项目工作实质性启动。上海市住建委有关负责人表示， 上海将强化供给与需求匹配、租赁与购置联动，形成"政策引导、市场运作、多方协同、群众得益"的良好格局。 同时，上海还将推动保障性租赁住房筹措模式创新，探索在二手房市场中收购存量住宅，进一步拓宽保障房源筹 措渠道；并通过存量房源收购，有效缩短建设周期，优化区域布局，完善房型结构，加快形成有效供给。 数据来源：iFind，华泰期货研究院 行业总览 上游：1）有色：铝、镍价格回落较多。2）农业：鸡蛋价格小幅回落。3）能源：国际原油价格回升。 2026年期货市场研究报告 第1页 请仔细阅读本报告最后一页的免责声明 地产下游回落 中观事件总览 中游： ...

Group 1 - The core viewpoint of the articles highlights the significant role of Beijing Daxing International Airport in enhancing international connectivity and economic development in the Daxing District, with a projected passenger throughput exceeding 50 million by 2025 [2] - Daxing District is leveraging its airport's global reach to establish "window parks" for industries such as hydrogen energy, biomedicine, and commercial aerospace, aiming to showcase national enterprises on the international stage [2] - The Daxing District's United Front is actively proposing high-value projects to inject vitality into the region's high-quality development, focusing on internationalization opportunities [2] Group 2 - The Daxing Airport has spurred the development of the air economy, prompting continuous attention from the United Front members on how to tap into the economic potential behind route aggregation [3] - A proposal was made to construct a logistics information platform to promote "one-stop" customs clearance and accelerate the development of modern logistics supply chains during the 14th Five-Year Plan period [3] - The "Double Plus One Promotion" initiative has resulted in the submission of 237 pieces of information, with 20 proposals being adopted, focusing on various sectors including hydrogen energy and cultural tourism [3] Group 3 - Daxing District is facilitating connections between local enterprises and national businesses through frequent visits and industry matchmaking, resulting in the establishment of 58 high-quality projects since the launch of the "Double Plus One Promotion" initiative [4] - The projects include those in the biomedicine sector, focusing on innovative drug development and clinical needs in neurodevelopmental and neurodegenerative diseases [5] - The Daxing District is committed to supporting enterprises in expanding their operations and enhancing international market access through collaborations and resource sharing [5]

中国航空（集团）有限公司总裁詹中指出，飞机退役后的绿色回收与高价值部件的循环利用，已成为全 球航空产业链的关键一环。中飞公司与Elior的合作，正是响应全球绿色治理号召，以跨境协同推动航空 产业可持续发展的具体行动，为全球航空供应链韧性提升注入新动能。 1月29日，中国飞机服务有限公司与法国航空服务企业Elior Asia在香港签署合作备忘录，宣布成立合资 企业，专门从事飞机拆解及零件贸易。（图/受访者提供） 南都N视频记者获悉，这份合作备忘录，为香港发展亚洲首个整合式可持续飞机退役及零件贸易枢纽奠 定了框架。该合资企业将在中国飞机服务有限公司位于香港国际机场的机库，处理飞机退役的多阶段流 程，包括拆解、零件重新认证与贸易，以及金属回收。 中国飞机服务有限公司行政总裁Norbert Marx表示，中国飞机服务有限公司的大股东长和集团与中航， 对飞机拆解和部件交易这个高增值产业充满信心，通过成立合资公司，结合中国飞机服务有限公司和 Elior Group的丰富资源与专业知识，将产生协同效应，以一站式支援服务，包括飞机维修、拆解、部件 回收、认证及交易等各产业环节。 亚洲是全球增长最快的航空市场，但区内缺乏完整的 ...

Core Viewpoint - The construction of the Shunyi International New City is a strategic breakthrough period for high-quality development during the 14th Five-Year Plan, focusing on the integration of industry and city, and enhancing the capital's development [1] Group 1: Infrastructure Development - Shunyi District plans to accelerate the construction of an international air city and support the development of the Beijing Capital International Airport as a world-class aviation hub [1] - The district will implement a plan to expand 315 flight slots, reinforcing its leading position in the national air economy [1] - Key infrastructure projects include the second and third phases of the Jingmi Expressway and the New National Exhibition Liaison Line, with the goal of starting construction on the Shunping Expressway and the first phase of the R4 line [1] Group 2: Industrial Growth - Shunyi has established a "5+4" modern industrial system to support the successful launch of new models such as the Mercedes-Benz GLE and the Li Auto pure electric i9 [1] - The district aims to strengthen its aviation service ecosystem, leveraging the Rolls-Royce engine maintenance project [1] - The area plans to host exhibitions with a total area of no less than 3.3 million square meters throughout the year, focusing on the "exhibition+" strategy [1] Group 3: Governance and Community Development - Shunyi District will continue to deepen grassroots governance innovation practices to foster a positive community atmosphere [1]

Emerging Fields - The release of 4 national standards for industrial internet platforms supports the scalable development and application of industrial internet platforms [1] - 4 national standards for digital supply chains are aimed at enhancing the resilience of industrial chains through digitalization [1] - 5 national standards for smart factory safety integration promote high-quality and sustainable development in manufacturing through data-driven management [1] - National standards for the classification and comprehensive utilization of recyclable rare earth secondary resources support the recycling of rare earth resources [1] Transportation and Green Low-Carbon - 23 national standards related to railway freight transport, intelligent transport, and aviation services facilitate efficient development in transportation [1] - 7 national standards for explosion-proof industrial vehicles and off-road forklifts promote the standardized development of the industrial vehicle sector [1] - 3 logistics national standards for multimodal transport service quality assessment and the integration of logistics and manufacturing industries guide the integration of transport modes [1] - 17 national standards for carbon capture, green factory evaluation, and greenhouse gas emission accounting assist in achieving carbon neutrality goals [1] Safety Production - 13 mandatory national standards for production safety accident investigation and economic loss statistics enhance safety emergency capabilities in hazardous chemical enterprises [2] - 4 mandatory national standards in the fire safety sector improve the fire performance and quality of building insulation materials and rescue equipment [2] - 28 national standards related to feed, pesticides, plant quarantine, and animal husbandry provide a technical foundation for agricultural production safety [2] Daily Life - 6 national standards for children's products, including portable baby sleep baskets and VOC emission measurement, aim to enhance product quality and safety [2] - 3 national standards for elderly care institutions standardize care practices and improve the quality of life services [2] - 5 national standards for traditional Chinese medicine better protect public health through classification and assessment [2] - 5 national standards for musical instruments, including pianos and electric instruments, cater to the cultural and spiritual needs of the public [2] - 2 mandatory national standards for sports venues, including climbing and fencing, ensure safety in fitness activities [2] Additional Standards - The market regulatory authority has also released national standards in areas such as government services, wind power generation systems, water conservation, and agricultural products [2]

Core Insights - Airbus has released its Global Services Forecast (GSF), predicting significant growth in the global aviation services market over the next 20 years, particularly highlighting China's emergence as the largest market by value [1] Group 1: Market Growth - The aviation aftermarket service market is shifting eastward, with China's market expected to grow from $24.8 billion in 2025 to $63.8 billion by 2044 [1] - China is projected to receive approximately 9,570 new aircraft over the next 20 years, which will enhance the demand for various services throughout the aircraft lifecycle [4] Group 2: Passenger Traffic and Infrastructure - In 2025, China's domestic passenger transport volume is expected to increase by 17% compared to pre-pandemic levels in 2019, while international routes have recovered to over 90% of 2019 levels [4] - Continuous investment in airport infrastructure and air traffic management in China supports the growth of aviation traffic while maintaining high operational efficiency [4] Group 3: Key Growth Areas - The growth of China's aviation services market will be driven by five key areas: non-wing maintenance, on-wing maintenance, modifications and upgrades, digitalization and connectivity, and training [4] - By 2044, the Chinese aviation industry will require over 485,000 new technical personnel, including 131,000 pilots, 143,000 maintenance technicians, and 211,000 cabin crew members [4] Group 4: Digital Transformation - Chinese airlines are accelerating their digital transformation towards a more interconnected ecosystem, with over 9,000 aircraft expected to have onboard connectivity [5] - Digital operations are projected to save over $2.2 billion in operational costs and an additional $5.7 billion through reduced fuel costs, while enhancing passenger experience [5]

Group 1 - The core focus of Shunyi District during the 14th Five-Year Plan period is to develop an international airport city, enhancing its role as a significant gateway for international exchanges and a new highland for opening up [2] - Over the past five years, Shunyi District has strengthened its service capabilities for the capital's functional construction, with the airport economic zone ranking first nationally for three consecutive years [2] - The district has seen significant economic achievements, with the aviation service industry generating the highest revenue in the country and attracting over 120 German enterprises, including 27 hidden champion companies [2] Group 2 - Shunyi will continue to promote an international environment, enhance the radiation capacity of the international aviation hub, and actively integrate into the "Air Silk Road" initiative [3] - The district aims to strengthen the integration of port, industry, and city, focusing on advanced manufacturing as the backbone of a modern industrial system characterized by open innovation and high efficiency [3] - Key initiatives include improving airport efficiency, developing a leading aviation service industry cluster, upgrading infrastructure, and creating a favorable international business environment [3]