机票要涨？2026民航关键词：整治“内卷”，加码低空，国产化

Group 1: Core Insights - The 2026 National Civil Aviation Work Conference highlighted that the civil aviation sector achieved a profit of 6.5 billion yuan in 2025, driven by growth in passenger and cargo demand, expansion of international routes, and refined management practices [1] - The Civil Aviation Administration of China (CAAC) set ambitious targets for 2026, aiming for a total transport turnover of 1,750 billion ton-kilometers, passenger transport of 810 million people, and cargo mail transport of 10.7 million tons [1] Group 2: International Aviation Hubs - The construction of four world-class airport clusters in the Beijing-Tianjin-Hebei, Yangtze River Delta, Guangdong-Hong Kong-Macau Greater Bay Area, and Chengdu-Chongqing regions is accelerating during the 14th Five-Year Plan period [2] - The international aviation hub network now covers 93.2% of China's prefecture-level administrative units, 92.2% of the population, and 94.9% of the economic total, with international routes reaching 90 countries and 263 cities [2] Group 3: Policy and Regulatory Framework - The CAAC plans to release implementation plans for ten international aviation hubs in 2026, along with selection methods for hub operators and evaluation systems [2] - The upcoming guidelines for international aviation hub construction will focus on enhancing intercontinental connectivity and optimizing international transfer capabilities [3] Group 4: Market Dynamics and Competition - The conference emphasized the need to address "involution" in competition and to implement strategies for expanding domestic demand while improving the supply-side structure [5] - In 2025, the average economy class ticket price is expected to drop by 3.1% to 738 yuan, continuing a trend of price competition among airlines [6] Group 5: Domestic Demand and Consumer Services - The civil aviation sector will enhance domestic air transport services, develop differentiated service products, and promote air-rail intermodal transport to better meet diverse passenger needs [7] - The integration of civil aviation with cultural tourism products is expected to stimulate consumer spending and enhance service offerings [7] Group 6: Low-altitude Economy Development - The conference highlighted the importance of domestic aircraft, with 220 domestically produced aircraft expected in the fleet by 2025, and a significant increase in the domestic aircraft fleet share from 1.3% in 2019 to 4.5% [8] - The low-altitude economy is set for high-quality development, with measures to establish a comprehensive policy framework and enhance low-altitude flight service networks [9] Group 7: Application Scenarios for Low-altitude Economy - Current applications of the low-altitude economy include logistics, emergency rescue, urban governance, and tourism, with low-altitude logistics showing rapid growth in medical and fresh delivery sectors [11] - The potential for urban air mobility (UAM) is expanding, with eVTOL and large drones expected to facilitate short-distance commuting and emergency services [11]