【信达交运丨航空】行业分析:综合整治“内卷式”竞争,看好供需改善带来的座收盈利弹性

交运研究
Jul 24, 2025

点评行业“内卷式”竞争整治,格局有望改善。7月22日,2025年全国民航年中工作电视电话会议在京召开,民航局局长宋志勇在会议强调,优化航线网络布局,积极服务扩大内需和对外开放;加快构建民航领域统一大市场,综合整治行业“内卷式”竞争。此前6月26日,民航局已召开电话会,专题部署民航领域综合整治“内卷式”竞争工作。上层引领行业有序发展,竞争回归理性,行业格局有望持续改善。暑运出行需求较强,客座率高位。...

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