智通财经APP讯，白云机场(600004.SH)发布9月生产经营数据快报，当月旅客吞吐量同比增长10.84%， 当月货邮吞吐量同比下降0.78%。 ...

证券时报记者 阮润生 8月，深圳机场国际航线旅客吞吐量同比增长约12%，年内累计增长近27%；厦门空港国际航线同比增 长约9%。 另外，各大机场货邮吞吐量均有增长。8月，浦东国际机场和虹桥机场货邮吞吐量分别同比增长约11% 和8%；深圳机场货邮吞吐量同比增长8.26%；厦门空港货邮吞吐量单月同比增长约5%。 最新披露的运营数据显示，8月份国内主要机场旅客吞吐量、货邮吞吐量均比去年同期回升。暑运期 间，国内主要机场国际航线业务增长显著，国内航线稳中有升，客运量刷新历史纪录。 上海机场9月14日晚间披露的运输生产数据显示，8月旅客吞吐量合计1239.86万人次，呈现增长趋势。 其中，浦东机场旅客吞吐量同比增长6.9%，虹桥机场同比增长2.18%。进一步来看，国际航线增长突 出，浦东机场国际航线旅客吞吐量同比增长18.06%，虹桥国际机场国际航线同比增长近两成。 白云机场也出现类似趋势。8月旅客吞吐量为733.84万人次，同比增长4.33%。年内累计增长约8%，其 中，国内航线旅客吞吐量增长较为平稳，国际航线旅客吞吐量同比增长14.08%。 "深圳机场发布"官微9月4日发布消息，2025年暑运深圳机场旅客量超过11 ...

随着出入境政策的优化与航线网络的扩容，国际客运市场强劲增长。 最新披露的运营数据显示，8月份国内主要机场旅客吞吐量、货邮吞吐量均比去年同期回升。暑运期 间，国内主要机场国际航线业务增长显著，国内航线稳中有升，客运量刷新历史纪录。 上海机场（600009）9月14日晚间披露的运输生产数据显示，8月旅客吞吐量合计1239.86万人次，呈现 增长趋势。其中，浦东机场旅客吞吐量同比增长6.9%，虹桥机场同比增长2.18%。进一步来看，国际航 线增长突出，浦东机场国际航线旅客吞吐量同比增长18.06%，虹桥国际机场国际航线同比增长近两 成。 白云机场（600004）也出现类似趋势。8月旅客吞吐量为733.84万人次，同比增长4.33%。年内累计增长 约8%，其中，国内航线旅客吞吐量增长较为平稳，国际航线旅客吞吐量同比增长14.08%。 8月，深圳机场（000089）国际航线旅客吞吐量同比增长约12%，年内累计增长近27%；厦门空港 （600897）国际航线同比增长约9%。 另外，各大机场货邮吞吐量均有增长。8月，浦东国际机场和虹桥机场货邮吞吐量分别同比增长约11% 和8%；深圳机场货邮吞吐量同比增长8.26%；厦门空港 ...

Core Insights - The Greater Bay Area is set to welcome its first five-runway airport, Guangzhou Baiyun International Airport, while Shenzhen Bao'an International Airport's third runway is expected to be operational within the year, marking a significant expansion wave across the region's airports [1][3][4] Airport Expansion - Seven airports in the Greater Bay Area are undergoing expansion, with notable projects including the completion of the fifth runway at Guangzhou Baiyun Airport and the third runway at Shenzhen Bao'an Airport [3][4] - By 2024, all seven airports will have expansion news, with specific upgrades such as Huizhou Airport's increased parking capacity and Hong Kong International Airport's new three-runway system expected to enhance passenger and cargo throughput significantly [4][5] Capacity and Growth - Guangzhou Baiyun Airport is projected to handle 76.37 million passengers in 2024, a 20.89% increase, while still being slightly surpassed by Shanghai Pudong Airport [4][5] - The expansion at Baiyun Airport, with a total investment of 53.77 billion yuan, aims to achieve a passenger capacity of 140 million and cargo capacity of over 6 million tons [5] International Connectivity - The expansion of airports is expected to enhance international connectivity, with Guangzhou Baiyun Airport adding 19 new or increased international routes and Shenzhen Airport increasing its international flight frequency by 26.1% [8][9] - The Greater Bay Area's airports are positioned to capitalize on the growing demand for cross-border e-commerce, with Guangdong's cross-border e-commerce expected to reach 745.4 billion yuan in 2024 [8][9] Regional Trade Relations - The expanding air network is strengthening trade relationships, particularly between Shenzhen and ASEAN countries, with significant increases in passenger and cargo volumes on Southeast Asian routes [9] - Shenzhen Airport's cargo volume to Southeast Asia reached 110,000 tons, reflecting a 21% increase, supported by the establishment of a new cargo hub in Vietnam [9]

Summary of Key Points Core Viewpoint - The report highlights the operational performance and challenges faced by Shanghai airports during the summer travel peak, emphasizing the increase in flight operations and passenger traffic, as well as the dedication of airport staff in extreme weather conditions [1][5]. Group 1: Flight Operations and Passenger Traffic - In July, Shanghai's two major airports (Pudong and Hongqiao) handled a total of 73,000 flight operations, with a year-on-year growth of 2.9% [1] - The airports facilitated 11.697 million passengers, averaging 377,000 passengers daily, which represents a 4.7% increase year-on-year [1] - The increase in international passenger traffic is attributed to the expansion of China's visa-free policies [5] Group 2: Ground Services and Employee Efforts - During the peak summer season, Pudong Airport's fuel supply unit supported over 780 flights daily, marking a nearly 5% increase [2] - Ground staff, including baggage handlers, worked under challenging conditions, managing an average of 8 flights per day while ensuring careful handling of luggage [3][6] - The airport's customs officers conducted thorough inspections of incoming flights, ensuring safety and efficiency in customs processes [12][15] Group 3: Infrastructure and Equipment Management - Bridge equipment operators at Pudong Airport ensured the connection of 400Hz power and air conditioning to incoming flights, averaging nearly 20 flights daily [5] - Maintenance staff for navigation lights conducted extensive inspections across over 8,000 light sets and 600 kilometers of cables to ensure operational stability [10][13] Group 4: Employee Welfare and Support - The airport management implemented measures to support employees working in high temperatures, including the distribution of cooling supplies and the establishment of shared rest areas [16][17] - Medical teams provided on-site health services to frontline workers, ensuring their well-being during extreme heat [14][16]

Core Insights - The busiest airport in China for the first half of the year is Shenzhen Airport, achieving a passenger throughput of 32.57 million, a year-on-year increase of 10.9% [1][3][5] - Hong Kong International Airport reported a passenger volume of 29.4 million, up 16.5% year-on-year, while Guangzhou Baiyun International Airport reached 40.04 million, growing by 9.2% [1][5][7] - The overall trend shows significant growth in passenger and cargo volumes across major airports, driven by policies like the "240-hour visa-free transit" [2][9][10] Passenger Traffic Performance - Shenzhen Airport's passenger throughput reached 32.57 million, with a 10.9% increase, and cargo throughput at 98.3 thousand tons, up 14.1% [1][3][5] - Shanghai Pudong and Guangzhou Baiyun airports also exceeded 40 million passengers, while Beijing Capital and Shenzhen Bao'an surpassed 30 million [7][8] - The top ten airports in terms of passenger throughput are primarily located in the Beijing-Tianjin-Hebei, Yangtze River Delta, and Guangdong-Hong Kong-Macau Greater Bay Area [2][6][7] International Route Expansion - Shenzhen Airport has significantly increased its international route offerings, launching or enhancing 12 international routes, resulting in a 30.7% increase in international passenger volume [4][11] - The airport's international and regional flight volume exceeded 20,000 flights, marking a 26.1% increase [4] - Other airports, such as Guangzhou Baiyun and Shanghai Pudong, have also expanded their international routes, contributing to a 28.5% increase in international passenger transport volume nationwide [9][10] Cargo Volume Growth - Shenzhen Airport's international and regional cargo volume reached nearly 500 thousand tons, with a 16.3% increase, outpacing the overall cargo growth rate of 14.1% [5][11] - The airport has established connections with 63 global cargo destinations, focusing on cross-border e-commerce logistics [11] - Chengdu's airports also reported significant cargo growth, with increases exceeding 20% [8] Competitive Landscape - The competition among cities to become the "first stop for inbound tourism" is intensifying, with both Shanghai and Shenzhen aiming for this title [10] - Major airports in the Greater Bay Area, including Guangzhou Baiyun, Shenzhen Bao'an, and Hong Kong International, are positioned as key players, collectively surpassing 100 million passengers [7][10] - The overall increase in international travel and tourism is expected to continue benefiting these airports, as they adapt to changing market demands [9][10]

Core Insights - The opening of the "Zhuhai-Zhengzhou" all-cargo flight marks the operational launch of the Zhuhai Airport International Smart Logistics Park, aimed at becoming the largest and most comprehensive air cargo logistics hub on the west bank of the Pearl River Delta [1][2] - The project has a total investment of 456 million yuan and a building area of 104,000 square meters, making it the largest "multi-layer structure + intelligent" airport cargo station in China [1] - The cargo handling capacity at Zhuhai Airport is set to increase from 50,000 tons per year to 150,000 tons per year, enhancing logistics advantages in terms of cost and transportation efficiency [1] Summary by Sections Project Overview - The Zhuhai Airport International Smart Logistics Park is located in the core area of Zhuhai Airport and is one of the first eight projects approved for private capital participation in civil aviation construction by the National Development and Reform Commission and the Civil Aviation Administration [1] - The domestic cargo station that has commenced operations covers an area of 17,450 square meters and includes six cargo security inspection channels and one staff passage [1] Future Developments - The international cargo port project at Zhuhai Airport has been completed and is set to begin operations, with international cargo routes expected to open as early as next month [2] - The logistics park plans to incorporate intelligent technologies such as logistics robots and AI video monitoring to create a smart park that integrates air cargo stations, cross-border e-commerce, express handling, cold chain processing, and bonded logistics [2] - The Zhuhai Airport aims to establish itself as a "super airport" on the west bank of the Greater Bay Area through these developments [2]