机场航运概念活跃，关注交运ETF（561320）

Group 1 - The core viewpoint of the article highlights the active performance of the airport and transportation sector, with the transportation ETF (561320) rising by 3.10% on February 4 [1] - The Spring Festival travel rush officially began on February 2, 2026, with multiple airlines and travel platforms expecting this year's holiday to set a record for the "hottest Spring Festival" [1] - According to the Civil Aviation Administration, on the first day of the Spring Festival travel period, a total of 19,080 flights are expected to be operated nationwide, transporting 2.19 million passengers [1] Group 2 - During the Spring Festival period, the total passenger transport volume in civil aviation is expected to reach 95 million, with a total of 780,000 flights scheduled, averaging 19,400 flights per day, representing a year-on-year increase of 5% [1] - The prolonged holiday period and the later timing of the New Year are expected to lead to a strong demand for secondary travel during the holiday, indicating that the low point during the holiday will not be weak [1] - The long-term logic of the aviation sector remains intact, with factors such as slowing supply growth, high passenger load factors, expectations of reduced competition, and the RMB breaking 7 contributing to potential profit improvements in the sector [1]