Ge Long Hui A P P·2025-08-15 03:21Group 1 - The core viewpoint of the article highlights a significant increase in Hong Kong airline stocks, with China Eastern Airlines and China Southern Airlines rising over 5%, and Air China increasing by 3% [1] - The Civil Aviation Administration of China has released a self-discipline convention for air transport, aiming to strengthen industry self-regulation and eliminate malicious competition aimed at excluding rivals [1] - According to Cinda Securities, the current short-term increase in industry capacity is substantial, while demand is expected to take time to recover; however, the high passenger load factor indicates an improving supply-demand relationship, which is likely to drive ticket prices upward [1] Group 2 - The article emphasizes the potential for ticket price recovery during the peak summer travel season due to improved supply and demand dynamics [1] - Key airlines to watch include Air China, China Eastern Airlines, China Southern Airlines, Spring Airlines, and Juneyao Airlines, as they are expected to benefit from the anticipated recovery in ticket prices [1] - The latest stock prices and percentage changes for the airlines mentioned are as follows: China Eastern Airlines at 3.120 (up 5.41%), China Southern Airlines at 4.020 (up 5.24%), Air China at 5.560 (up 2.96%), and Cathay Pacific at 10.840 (up 1.12%) [1]