如何看待2025年航空暑运:破局时刻2025 年暑运即将启动,我们认为2025 年暑运行业有望呈现量增价稳,盈利弹性显著释放的特征:1)供给相对受限,国内增速放缓;2)国际整体增速领先,日韩以及欧洲更为靓眼;3)收益管理趋于理性,2025 年暑运供需改善下票价同比显著提升,截止6 月25 日,暑运经济舱裸票预售价格相较去年暑运真实价格涨幅为6.6%,含油价格涨幅为1.6%。暑运破局时刻临近,Q3 ...
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