航空股午后走强 中国东方航空股份(00670)涨5.56% 机构指中国航空业将迎“超级周期”

金吾财讯
Feb 03

金吾财讯 | 航空股午后走强,截至发稿,中国东方航空股份(00670)涨5.56%,中国南方航空股份(01055)涨4.49%,中国国航(00753)涨3.97%。国泰海通发研报指,过去两年春节假期延长,2026年再延将保障探亲出游继续两旺。2024年春节假期调休8天,较2023年延长1天,并鼓励从除夕休息。从2025年开始,春节法定节假日增加1天,并优化调休原则,明确从除夕开始放假8天;同时,2025年春节假期前后拼假效应显著。过去两年春节假期延长,有效助力探亲出游两旺,春运客流屡创新高,且节中成规模二次出行填补传统低谷。据交通运输部,2025年春运40天(1/14-2/22)全社会跨区域人员流动量超90亿人次,同比增长7%,再创历史新高。其中,节前(前14天)由于春节较早而客流叠加集中;节中(8天)受益假期延长而二次出行旺盛,高基数致票价同比下降;节后(后18天)返程客流分散且后移。2026年春节假期将调休9天,再度延长将保障探亲出游需求继续旺盛。该机构指,中国航空业将迎“超级周期”,建议布局航空长逻辑。“十四五”票价实现市场化,航空供给进入低增时代,未来需求增长与客源结构恢复将驱动2026年开启票价与盈利上行,且高景气可持续,中国航空业将迎来期待多年的“超级周期”。重点提示,长逻辑演绎将提供业绩估值双重空间,基本面持续正反馈与旺季表现将催化市场乐观预期。

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10