金吾财讯 | 华泰证券表示，暑运供给小幅增长，客座率保持高位，但票价表现较弱。根据航班管家的数据，暑运整体客座率同增0.4pct至85.9%，国内经济舱含油平均票价同比下滑6.4%。往后展望，关注《自律公约》及行业反内卷举措，目前行业整体仍处于景气底部，国庆假期前公商务出行或有回升可能。该机构认为供给增速放缓有望在中期持续，待需求好转，航司有望兑现盈利弹性。机场流量增长仍较为稳健，借助经营杠杆盈利处于快速恢复过程中，但流量变现业务潜力仍需挖掘。中期需关注机场资本开支周期及其对盈利的冲击。
金吾财讯 | 华泰证券表示，暑运供给小幅增长，客座率保持高位，但票价表现较弱。根据航班管家的数据，暑运整体客座率同增0.4pct至85.9%，国内经济舱含油平均票价同比下滑6.4%。往后展望，关注《自律公约》及行业反内卷举措，目前行业整体仍处于景气底部，国庆假期前公商务出行或有回升可能。该机构认为供给增速放缓有望在中期持续，待需求好转，航司有望兑现盈利弹性。机场流量增长仍较为稳健，借助经营杠杆盈利处于快速恢复过程中，但流量变现业务潜力仍需挖掘。中期需关注机场资本开支周期及其对盈利的冲击。
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