报告发布:2025年10月26日报告导读航空:重视航空长逻辑,Q3盈利有望逆势增长,节后量价好于预期,关注公商务恢复持续性。油运:美国再次加码对俄制裁,将继续利好合规VLCC。快递:反内卷深化9月行业单票普涨,预计Q3开启盈利修复。。投资要点一、航空:节后量价好于预期,关注换季后公商恢复持续性近期国内重要会议期间,民航市场客座率仍维持高位,国内票价保持同比上升,公商出行接近9月中旬水平,好于市场...
Source Link报告发布:2025年10月26日报告导读航空:重视航空长逻辑,Q3盈利有望逆势增长,节后量价好于预期,关注公商务恢复持续性。油运:美国再次加码对俄制裁,将继续利好合规VLCC。快递:反内卷深化9月行业单票普涨,预计Q3开启盈利修复。。投资要点一、航空:节后量价好于预期,关注换季后公商恢复持续性近期国内重要会议期间,民航市场客座率仍维持高位,国内票价保持同比上升,公商出行接近9月中旬水平,好于市场...
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