需求景气度回升,量价协同放大收益上半年整体呈现量升价减趋势,五月价格同比出现拐点。24年Q2后市场量价基数均有所降低,航司销售模式有所转变,量价表现逐步好转且稳定。跨境运力恢复下票价持续常态化,同时宽体机利用率明显提升。今年以来外交部持续试行多项外国旅客单向免签政策,入境游表现强劲。从量变到质变,需求增长将逐步兑现至价格端。今年以来客座率仍处高位且已达到历史高位,后续客座率同比增长的压力加大,运力...
Source LinkDisclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.