交运ETF（561320）午后翻红，连续5日资金净流入，机构：二季度航空减亏明显

Group 1 - The core viewpoint indicates that the aviation sector is expected to turn profitable by Q2 2025, driven by revenue growth and improved net profits due to cost rigidity and increased passenger volume [1] - In H1 2025, the aviation sector's revenue increased by 7% year-on-year, with a significant 71% year-on-year growth in net profit attributable to the parent company, aided by lower oil prices and improved turnover [1] - The airport sector also saw revenue growth, with H1 2025 revenue up by 6% year-on-year and net profit attributable to the parent company rising by 26% [1] Group 2 - In Q2 2025, the aviation sector's revenue grew by 10% year-on-year, and net profit attributable to the parent company turned profitable, supported by a rise in domestic ticket sales and sustained low oil prices [1] - The airport sector's Q2 2025 revenue increased by 8% year-on-year, with net profit attributable to the parent company growing by 34% [1] - The future supply growth in the aviation industry is expected to slow down, leading to an optimization of supply and demand, which may drive ticket prices up and release profits [1]