Core Viewpoint - The aviation sector is experiencing a rebound, with stocks showing significant increases amid a record high in passenger flow during the recent holiday period [1][3]. Group 1: Market Performance - Aviation stocks have rebounded, with an increase of 7.87% to 4.11 HKD and 5.72% to 5.73 HKD as of the latest report [1]. - The total cross-regional passenger flow in China from October 1 to 8 is expected to reach 2.432 billion, marking a historical high for the same period [3]. Group 2: Industry Insights - According to a report from China International Capital Corporation (CICC), the average daily passenger flow for domestic airlines from October 1 to 7 has increased by 3% year-on-year, while the average ticket price has decreased by 4% [3]. - The Civil Aviation Administration of China has emphasized the need to combat "involution" in the industry, with a focus on creating a unified market and addressing competitive pressures [4]. - The overall performance of the aviation sector has been weak this year, but there is potential for recovery in Q4 due to low base effects, supply-demand adjustments, and policies aimed at reducing competition [4].
航空股普遍反弹，10月1日-7日国内航司日均客流量同比增长3%
Zhi Tong Cai Jing·2025-10-09 03:24