周观点：2025 年10 月、11 月，国际航线旅客周转量同比2019 年同期分别增长12.9%、14.3%，增速加快。航班管家数据显示，截至12 月22 日，2026年元旦假期经济舱平均票价（不含税）597 元，同比2024 年下降1.1%、同比2025 年增长6.7%。继续看好“扩内需”及“反内卷”下航空板块中长期景气度。TikTok Shop 东南亚“12.12”大促GMV 同比飙升2.7 ...
Source Link周观点：2025 年10 月、11 月，国际航线旅客周转量同比2019 年同期分别增长12.9%、14.3%，增速加快。航班管家数据显示，截至12 月22 日，2026年元旦假期经济舱平均票价（不含税）597 元，同比2024 年下降1.1%、同比2025 年增长6.7%。继续看好“扩内需”及“反内卷”下航空板块中长期景气度。TikTok Shop 东南亚“12.12”大促GMV 同比飙升2.7 ...
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