中信建投:2026年民航春运国内市场热度提前释放 料春运期间客运航班起降量破百万
智通财经网·2026-01-19 08:08

Industry Overview - Domestic flight bookings are warming up, with ticket prices and time periods showing "double peaks" for the 2026 Spring Festival travel season, indicating an early release of market heat [1][2] - As of January 11, domestic flight bookings have increased by 8% compared to the same period in 2025, with a continuous upward trend in bookings after the New Year holiday [2] - International flight search volumes have surged, with significant regional price differentiation; prices for destinations in Japan, Australia, the Middle East, and the Americas have decreased compared to last year, while Southeast Asia has seen price increases [2] - Overall growth in domestic airlines is noted, with significant performance differences among airlines, particularly leading carriers like Huaxia Airlines, Western Airlines, and Tibet Airlines showing strong capacity growth [2] - Major airports are leading the way, with regional performance disparities; it is expected that the number of passenger flights during the Spring Festival will exceed one million, with 80% of airports experiencing year-on-year growth [2] Market Performance - The transportation sector overall has seen a decline relative to the CSI 300 index during the week of January 12-16, with the airline sector down by 3.50% and the airport sector down by 4.09% [1]

CSC-中信建投:2026年民航春运国内市场热度提前释放 料春运期间客运航班起降量破百万 - Reportify