点击即可收听全部内容随着高考落下帷幕，暑运旺季开启，多家航空公司对需求展望乐观，着手通过增加航班频次、优化时刻分布加大运力投放。我们认为，航空板块需求旺季即将开启，而供给面临至少3-5年的紧缩期，同时油价下跌与离岸人民币走强均有助于降低运营成本。当前航空板块底部特征较为明确，业绩有望持续同比改善。需求方面，今年公商务旅客需求韧性较强，二季度较一季度改善，“五一”假期民航出行需求旺盛，且票价持续好转...
Source Link点击即可收听全部内容随着高考落下帷幕，暑运旺季开启，多家航空公司对需求展望乐观，着手通过增加航班频次、优化时刻分布加大运力投放。我们认为，航空板块需求旺季即将开启，而供给面临至少3-5年的紧缩期，同时油价下跌与离岸人民币走强均有助于降低运营成本。当前航空板块底部特征较为明确，业绩有望持续同比改善。需求方面，今年公商务旅客需求韧性较强，二季度较一季度改善，“五一”假期民航出行需求旺盛，且票价持续好转...
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