2026年投资展望：星途跨海，价值新章展望2026 年，结合交运各板块供需增速，我们梳理了航空、海运、物流细分板块投资机会：1）航空：供需错配箭在弦上，需求趋势确定向上，实际供给从低增速变为负增速，价格亟待反转。受制于发动机维修周期的持续拉长，存量产能满负荷运营的基础上，预计实际供给从低增速变为负增速；而需求保持稳健增长，外国人入境需求边际拉动显著，行业有望实现供需错配，收益拐点渐近，盈利弹性持续...
Source Link2026年投资展望：星途跨海，价值新章展望2026 年，结合交运各板块供需增速，我们梳理了航空、海运、物流细分板块投资机会：1）航空：供需错配箭在弦上，需求趋势确定向上，实际供给从低增速变为负增速，价格亟待反转。受制于发动机维修周期的持续拉长，存量产能满负荷运营的基础上，预计实际供给从低增速变为负增速；而需求保持稳健增长，外国人入境需求边际拉动显著，行业有望实现供需错配，收益拐点渐近，盈利弹性持续...
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