Core Viewpoint - The Hong Kong aviation stocks are experiencing a continued upward trend, driven by positive signals in the industry such as improved supply-demand dynamics, rising ticket prices, and reduced cost pressures [1] Group 1: Market Performance - China Eastern Airlines saw an intraday increase of nearly 5%, with its market capitalization surpassing HKD 100 billion [1] - China Southern Airlines and Air China rose over 1% and 2% respectively [1] - The latest stock prices are as follows: China Eastern Airlines at HKD 4.910 (up 3.37%), Air China at HKD 6.730 (up 2.12%), and China Southern Airlines at HKD 5.500 (up 1.29%) [2] Group 2: Industry Insights - Multiple institutions have released reports indicating positive improvements in the aviation sector, focusing on the optimization of the supply-demand structure, ticket price increases, and alleviated cost pressures [1] - According to Zhongtai Securities, the significant increase in international flight capacity and limited growth in domestic capacity suggests an optimization of the domestic competitive landscape, with high passenger load factors indicating potential ticket price improvements [1] - The report anticipates a "not-so-slow" trend in the fourth quarter, with expectations of substantial loss reduction in the aviation industry by Q4 2025 and potential profit elasticity release in 2026 [1] Group 3: Investment Recommendations - Huachuang Securities emphasizes a positive outlook on aviation stock investment opportunities, noting that the passenger load factor has reached its highest level of the year and ticket prices have turned positive year-on-year [1] - The report highlights a cyclical upward turning point in the industry and recommends focusing on China Eastern Airlines, Air China, and China Southern Airlines for potential elasticity release [1]
港股异动丨三大航空股继续上涨，东航涨近5%市值超千亿港元