智通财经APP获悉，中泰证券发布研报称，25Q3，航空行业存量供给持续消化，旺季飞机利用率超2019年，预示着未来供给增速有望放缓；同时，国际航线大幅增投、国内运力增速有限，预示着国内竞争格局优化，而客座率高位下，票价水平有望改善。目前油价、汇率迎来双重利好，四季度呈现“淡季不淡”趋势，预计2025年四季度航空行业有望大幅减亏，2026年行业盈利弹性有望释放。中泰证券主要观点如下：飞机利用率同比...
Source Link智通财经APP获悉，中泰证券发布研报称，25Q3，航空行业存量供给持续消化，旺季飞机利用率超2019年，预示着未来供给增速有望放缓；同时，国际航线大幅增投、国内运力增速有限，预示着国内竞争格局优化，而客座率高位下，票价水平有望改善。目前油价、汇率迎来双重利好，四季度呈现“淡季不淡”趋势，预计2025年四季度航空行业有望大幅减亏，2026年行业盈利弹性有望释放。中泰证券主要观点如下：飞机利用率同比...
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