Group 1 - The core viewpoint of the article highlights a collective rise in Hong Kong aviation stocks, with China National Aviation rising over 4%, and China Eastern Airlines and China Southern Airlines increasing over 3% [1] - According to Guojin Securities, the passenger volume for the summer transportation period in civil aviation has increased by 3.6%, and the BDTI has shown a month-on-month growth [1] - Supply growth is expected to slow down due to capacity constraints from aircraft manufacturers and upstream component suppliers, leading to an optimization of supply and demand that will drive ticket prices up, thereby releasing profit elasticity for airlines [1] Group 2 - The article mentions that domestic ticket prices have turned positive year-on-year, and it recommends the aviation sector, specifically China National Aviation and China Southern Airlines [1] - Russian President Putin announced a mutual visa exemption policy for citizens of China and Russia, which is expected to boost travel demand, as indicated by a doubling in ticket search volume for destinations like Moscow and St. Petersburg [1] - The average ticket price from Beijing to Moscow is reported to be 1,482 yuan, reflecting increased interest in travel between the two countries [1] Group 3 - China Southern Airlines reported a revenue of 86.29 billion yuan for the first half of the year, marking a year-on-year increase of 1.77% [1] - China Eastern Airlines is set to hold a joint mid-term performance briefing on September 12, 2023 [1] - Changes in management are noted, with Liu Tiexiang resigning from his positions as Vice Chairman and General Manager of China Eastern Airlines, and Gao Fei being proposed for appointment as an executive director of China Southern Airlines [1]