点击即可收听全部内容近期民航总局公布2025冬春航季时刻计划表，从10月26日起正式实施，国内线时刻连续两个航季同比收缩，2024年、2025年降幅分别为1.0%、1.8%。我们认为，在民航“反内卷”背景下，民航总局主动控制供给增速，叠加当前机队增长保持低增速，为航空业盈利改善打下基础。同时，从国庆与中秋假期来看，出行市场热度显著攀升，航司盈利较2024年明显改善。随着供需格局好转，2025年有望...
Source Link点击即可收听全部内容近期民航总局公布2025冬春航季时刻计划表，从10月26日起正式实施，国内线时刻连续两个航季同比收缩，2024年、2025年降幅分别为1.0%、1.8%。我们认为，在民航“反内卷”背景下，民航总局主动控制供给增速，叠加当前机队增长保持低增速，为航空业盈利改善打下基础。同时，从国庆与中秋假期来看，出行市场热度显著攀升，航司盈利较2024年明显改善。随着供需格局好转，2025年有望...
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