智通财经网·2025-11-05 05:58Group 1 - The core viewpoint of the article highlights a significant rise in airline stocks, driven by positive market sentiment and government announcements regarding holiday arrangements [1] - As of the report, Eastern Airlines saw a 5.29% increase, China National Aviation rose by 3.92%, Southern Airlines increased by 2.08%, and Cathay Pacific experienced a 0.36% rise [1] - The State Council announced that the 2026 Spring Festival holiday will last for 9 days, marking it as the longest Spring Festival in history, which is expected to boost travel demand [1] Group 2 - Cathay Securities noted that A-share airline companies achieved counter-cyclical growth in Q3 2025, surpassing performance from Q3 2019 for three consecutive years, indicating a potential upward trend in profitability [1] - The concept of "anti-involution" is expected to help reduce losses in the off-peak Q4 and contribute to an overall turnaround for the year [1] - The long-term outlook for Chinese airlines is optimistic, with market-driven ticket pricing, steady demand growth, and improved passenger demographics expected to drive profitability upward in 2026 [1]