Core Viewpoint - The Hong Kong aviation stocks have shown significant activity and upward movement, with major airlines like Air China, China Eastern Airlines, and China Southern Airlines all experiencing gains of over 3% [1] Group 1: Market Performance - In the week of November 3 to November 9, the number of flights between mainland China and Japan decreased to 1,189, with a recovery rate of 82.9% compared to the same period in 2019, marking a 14.5% decline from the previous week [1] - The stock prices for major airlines are as follows: China Eastern Airlines at 4.890 with a 3.38% increase, China Southern Airlines at 5.540 with a 3.17% increase, and Air China at 6.610 with a 2.96% increase [2] Group 2: Industry Outlook - Despite the seasonal decline in flight numbers, the long-term recovery trend for international routes remains positive, with seasonal ticket prices continuing to show positive growth [1] - The industry has reached its highest passenger load factor of the year, indicating an upward turning point in the cycle, leading to a positive outlook for investments in aviation stocks, particularly for Air China, China Southern Airlines, and China Eastern Airlines [1]
航空股再度活跃 三大航空股涨幅超3% 机构指行业周期向上拐点已现