智通财经网·2026-02-26 02:05Group 1 - The aviation stocks have risen across the board, with Eastern Airlines up 5.42% to HKD 6.03, Southern Airlines up 3.9% to HKD 6.4, Air China up 2.66% to HKD 7.34, and Cathay Pacific up 1.11% to HKD 13.7 [1] - The offshore RMB has strengthened against the USD, breaking the 6.85 mark, the highest since April 14, 2023, which is beneficial for airlines with significant foreign currency liabilities, primarily in USD [1] - Guosen Securities indicated that the decline in oil prices and the appreciation of the RMB are favorable for airlines to improve their performance [1] Group 2 - Shenwan Hongyuan noted that the current aircraft manufacturing chain challenges are unprecedented, with supply highly constrained and passenger load factors reaching historical highs [1] - There is a confirmed growth trend in inbound and outbound passenger volumes, suggesting a potential golden era for aviation sector investments [1] - Warmer weather is expected to boost travel in March, and the upcoming meeting between Chinese and U.S. leaders may lead to an increase in China-U.S. flight routes [1]