Xin Lang Cai Jing·2026-02-04 05:56Group 1 - The aviation sector experienced a collective surge, with Huaxia Airlines and China Eastern Airlines hitting the daily limit, and the tourism ETF (562510) rising over 2% [1] - Recent catalysts for the aviation sector include the 2026 National Civil Aviation Work Conference's commitment to continue addressing internal competition, China Eastern Airlines' goal to return to profitability by 2025, and significant profit growth for Huaxia Airlines [1] - Caitong Securities indicates that factors previously affecting airfares are gradually improving, suggesting that the supply-demand gap in the industry will translate into fare increases, driving a performance explosion in China's civil aviation sector [1] Group 2 - The tourism ETF (562510) heavily invests in aviation and airport concepts, which are expected to benefit from the "anti-involution" measures and the travel data from the Spring Festival holiday [1]