Group 1 - The core viewpoint of the article emphasizes the transition in aviation investment from short-term oil price logic to long-term supercycle logic, indicating a need for favorable conditions to fully realize this potential [3][6]. - The report highlights the importance of deep, independent research in the transportation sector, with a focus on aviation, reflecting 18 years of dedicated expertise [3][6]. - The annual representative work titled "Aviation Depth: From Short-term Oil Price Logic to Long-term Supercycle" is mentioned, showcasing the comprehensive analysis provided by the company [3][6]. Group 2 - The article references a training video version of the 2025 research framework launched by Guotai Junan, aimed at sharing insights and creating future value [5]. - The report is authored by Yue Xin and was published on December 7, 2024, indicating a recent analysis of the aviation sector [6].
国泰海通·洞察价值｜交运岳鑫团队
国泰海通证券研究·2025-09-15 13:43