目前国内飞三亚的机票已是"白菜价"，上海飞三亚最低200元 "除夕前一天才决定什么时候回去，一看两大机场都没经济舱了，好在蹭到了增班放票。" 刘林今年春节跟家人一起飞海南过年，由于没有及早购买回程票，一度陷入只能买高价公务舱返程机票的尴尬。这样的情况并非个案。 今年是海南自贸港封关运作后的首个春节，海南旅游的热度持续攀升，除了全国各地的旅客涌向海南，外国人来海南过中国年的也不少。 史上最长春节也显著推高了春节长线出境游需求，泰国位列多个平台热门出境目的地首位。 每天超10万人飞向海南 今年春运2月2日启动以来，岛内三大机场航班量、旅客吞吐量屡创新高，累计已有15天单日旅客吞吐量超过20万人次。 多家在线旅游平台数据显示，海南民航客流规模预计超越历史同期。尤其是三亚，十大客源地热门为北京、上海、成都、西安、杭州、重庆、广州、哈尔 滨、深圳、郑州。 大年初四，三亚西岛海洋文化旅游区一早就在官方账号发布"线上购票预约已达上限，景区11:00点暂停线上渠道售票，预计13:30临时暂停线下售票"的信 息。 大年初五，尽管春节假期临近尾声，但三亚国际免税城内的不少免税店依然要排队进店。据三亚发布，2月17日至2月22日， ...

春节假期出行旺盛，航空票价升幅扩大 [Table_Industry] 航空 ——2026 年"春运"系列报告之（四） | [姓名table_Authors] | 电话 | 邮箱 | 登记编号 | | --- | --- | --- | --- | | 岳鑫(分析师) | 0755-23976758 | yuexin@gtht.com | S0880514030006 | | 陈亦凡(研究助理) | 0755-23976151 | chenyifan2@gtht.com | S0880124070025 | 本报告导读： 2026 年春运需求旺盛，航空客流增幅领跑，且客座率票价同比上升。其中，春节假 期票价升幅扩大，节后趋势或继续向好。叠加油价降低，料春运航司盈利同比改善。 投资要点： [Table_Report] 相关报告 航空《节前将现客流高峰，票价趋势有望向好》 2026.02.14 航空《春运客流逐步启动，官方预期再创新高》 2026.02.02 航空《航空春运预售启动，预计因私需求旺盛》 2026.01.23 航空《春运预售开始启动，预计需求保持旺盛》 2026.01.20 航空《预计元旦假期出游旺盛 ...

每经编辑｜许绍航 据智通财经2月22日报道，多家在线旅游平台数据发现，2月22日至23日（初六至初七）期间，从三亚飞往北京、上海等核心城市的直飞航班经济舱几乎售 罄，仅剩的公务舱票价普遍逼近万元大关。 | 单程:三亚(凤凰国际机场)-上海 02月23日周一 | | | | | | | | | | 最近更新时间: 13:36:41 0 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | ■ 直飞/经停 航空公司 V | 起抵时间 | 0 机场 > | 舱位 √ | 更多 √ | 清空 | | 低价优先 | 准点率高-低 | 起飞时间早-晚 | | | 东方航空 | | 20:40 | | 23:25 | | | | 12450 915 11 4 | ¥9780 € | | | MU5376 波音787(大) | | 凤凰国际机场 T1 | | 虹桥国际机场 T2 | | | | | 公务舱 | | | 东方航空 | | 12:05 | | 15:00 | | | | 膜系的接关机券 | ¥9750 == | | | MU ...

港股航空股逆势上涨，其中，国泰航空涨4%领衔，中国国航、中国南方航空、中国东方航空均涨超1% 以上。 | 代码 | 名称 | 最新价 涨跌幅 v | | --- | --- | --- | | 00293 | 国泰航空 | 13.350 3.97% | | 00753 | 中国国航 | 7.230 1.40% | | 01055 | 中国南方航空股 | 6.200 1.14% | | 00670 | 中国东方航空股 | 5.940 1.02% | 消息上，交通运输部公布2月16日—2月22日全国物流保通保畅运行数据。其中民航保障航班13.1万班 （其中货运航班2169班，包括国际货运航班2015班，国内货运航班154班）。数据显示，春节假期期 间，初五至初七，海南往返北京、上海的航班每日均超过100架次。特别是三亚机场每日宽体机执飞占 比已经从全年平均的8.5%提高到了30%以上，宽体机占比居全国前列。 华创证券研报指出，观察2026年马年，晚春节+长假期，今年春运呈现两大特征："二次出行+返程集 中"。在国新办1月29日的新闻发布会上，国家发展改革委副主任李春临介绍："今年农历新年时间较 晚，春节假期较长。 ...

行 业 及 产 业 交通运输/ 航空机场 行 业 研 究 / 行 业 点 评 相关研究 《为何现阶段我们仍看好航空？——航空 迎来黄金时代之周期持续性探讨》 2026/01/30 《航空"反内卷"初见成效——航空迎来 黄金时代系列报告》 2026/01/20 证券分析师 王凯婕 A0230525110001 wangkj@swsresearch.com 闫海 A0230519010004 yanhai@swsresearch.com 罗石 A0230524080012 luoshi@swsresearch.com 郑逸欢 A0230526010001 zhengyh@swsresearch.com 联系人 王凯婕 A0230525110001 wangkj@swsresearch.com 2026 年 02 月 24 日 节中航空量价超预期，飞机供应链 挑战依旧艰巨 看好 ——航空迎来黄金时代之 26 年春运点评 本期投资提示： ⚫ 风险提示：油汇大幅波动、经济增速不及预期、航空安全事故风险。 证 券 研 究 报 告 请务必仔细阅读正文之后的各项信息披露与声明 本研究报告仅通过邮件提供给 中庚基金 使用。1 ...

海南日报消息，2月23日从海南控股旗下海南机场（600515）获悉，海南航空2月26日海口 福州、宁波 共4架次新增航班已获批。至此，四大航空公司已全部增加海南航班并已开舱售票。 2026年春节假期即将结束，海南机场迎来返程客流高峰，为最大限度满足旅客返程需求，经海南省交通 运输厅、民航海南监管局、海南机场集团协调，中国民航局批准了海口美兰机场、三亚凤凰机场第三批 加班。 除海南航空外，中国国航（601111）增加2月23日至25日海口美兰至北京首都、海口美兰至成都天府，2 月24日、25日海口美兰至上海浦东，2月23日海口美兰至杭州萧山航班，每日各一班；东方航空增加2月 24日至3月5日海口美兰至上海浦东航班，每日一班；南方航空（600029）增加2月23日三亚凤凰至广州 白云、2月24日广州白云至三亚凤凰各一班。 数据显示，今年春运2月2日启动以来，岛内三大机场航班量、旅客吞吐量屡创新高，累积已有15天单日 旅客吞吐量超过20万人次。2月23日，岛内三大机场预计执行航班近1200架次，旅客吞吐量约23.2万人 次。 为应对返程高峰，海南机场在民航驻琼监管部门及省交通运输厅的指导下，会同18家在琼运营航司做 ...

（来源：千龙网） 春节期间，北京三里屯"狮王入京"非遗展览吸引了不少市民、游客驻足。一尊通体荧光绿的狮头玻璃展柜前，小游客踮起脚 努力凑近，眼里满是好奇，母亲俯身在她耳边讲解："狮头制作第一步是扎，然后是扑、写、装。" 当非遗醒狮跃入潮流地标三里屯，当冬奥顶流"冰墩墩"摇身一变为憨态可掬的"马墩墩"，马年春节的北京商圈，正以一场传 统与潮流的深度对话，解锁"可触摸的非遗"、可体验的年味，让市民游客在逛吃打卡中感受别样"京彩"。 "狮王入京"全国首展亮相三里屯 2月2日至3月3日，三里屯太古里携手中国香港潮流舞狮文化品牌，共同呈现融合潮流美学与传统文化精神的"狮王入京"全国 首展。传统狮头与潮流设计结合，突出"不失传统，更胜传统"美学，增添独特的春节喜悦。 这场以非遗醒狮文化为核心的展览，展出8款限定狮头，成为三里屯商圈的"人气王"。故宫版醒狮格外引人注目——从铜 狮、宫殿建材中汲取灵感，将龙袍纹样、手绘吉祥图案融入设计，首次在北京亮相。 "很少在北京看到醒狮的展览，今天专程从大兴赶过来。"一位年轻市民举着手机，围着展品变换角度拍照。 傍晚6时，三里屯的"夜生活"开始了。通盈中心、那里花园、3.3大厦等餐饮聚集 ...

Investment Rating - The report maintains a "Recommendation" rating for the aviation industry, expecting the industry index to outperform the benchmark index by more than 5% in the next 3-6 months [47]. Core Insights - The Spring Festival travel season has seen a record high in cross-regional personnel flow, with an estimated total of 5.08 billion trips in the first 20 days, averaging 250 million trips per day, which is a 5.6% increase compared to the same period in 2025 [9][10]. - The aviation sector has shown strong performance in both passenger volume and ticket prices, with a 5.4% year-on-year increase in passenger volume and a 3.3% increase in average ticket prices during the same period [10][11]. - The 2026 Spring Festival is characterized by two main trends: "secondary travel" and "concentrated return trips," driven by a later Spring Festival and longer holiday period [12][13]. Summary by Sections Passenger Volume and Pricing - In the first 20 days of the Spring Festival, the average daily passenger volume for civil aviation reached 2.376 million, a 5.4% increase year-on-year, while the average ticket price was 1003 yuan, up 3.3% year-on-year [10][11]. - The domestic average passenger load factor was 85.1%, reflecting a 1.1% increase year-on-year, indicating strong demand [11]. Market Dynamics - Six listed airlines collectively withdrew 5 aircraft in January 2026, indicating a tightening supply constraint in the industry [26]. - The report highlights that except for Spring Airlines, all other major airlines have shown negative year-on-year growth in capacity deployment, with Spring Airlines leading at 4.5% growth [26]. Demand and Future Outlook - The demand structure in the aviation industry is improving, with a rebound in business travel sentiment since September 2025 [34]. - The introduction of visa-free policies for Canada and the UK starting February 17, 2026, is expected to boost cross-border travel demand [34]. - High passenger load factors are anticipated to lead to increased price elasticity, with the potential for significant price increases in 2026 [35]. Recommendations - The report recommends focusing on major airlines such as Air China, China Southern Airlines, and China Eastern Airlines for potential elasticity release, as well as low-cost carrier Spring Airlines for its core competitive advantages [35].

Group 1 - The core point of the article highlights the surge in flight demand during the Spring Festival travel peak in Hainan, with many flights from Sanya to major cities like Beijing and Shanghai sold out, leading to significantly high ticket prices for remaining business class seats [1] - Airlines, including Hainan Airlines, have responded to the high ticket prices by stating that price fluctuations are a normal phenomenon influenced by market supply and demand, and they are monitoring prices to ensure they remain within a reasonable range [1] - A total of over 2,000 additional flights have been scheduled during the Spring Festival travel period, with an expected increase of 600,000 seats, and the total seat capacity for the 40-day travel period is projected to exceed 10 million, marking a 10% increase compared to 2025 [1] Group 2 - The Civil Aviation Administration has approved additional flights to meet the high demand for return trips, particularly to popular destinations like Shanghai and Beijing, with daily flights exceeding 100 between Hainan and these cities during the peak travel days [1] - Various airlines, including China Southern Airlines and Eastern Airlines, have also added flights to accommodate the increased passenger flow, demonstrating a coordinated effort among airlines to manage the travel demand effectively [1]

Group 1 - The ticket prices for flights from Haikou to Beijing approached ¥10,000 on February 23, marking the peak return flow of passengers during the Spring Festival holiday [3] - The ferry company, Qiongzhou Strait Co., issued new travel guidelines for passengers, emphasizing the need for advance ticket purchases and strict adherence to ticket dates and times [3][5] - The ferry port has implemented multiple measures to manage the high passenger flow, including increasing security personnel, opening additional security channels, and coordinating emergency transport plans [3][5] Group 2 - For self-driving travelers, it is mandatory to book tickets online through official channels, with a daily release of tickets for fuel and new energy vehicles [5] - The ticket purchase process requires that vehicle and passenger information be combined in a single order to ensure they travel on the same ferry [5][6] - Passengers are advised to arrive at the port within specified time frames to avoid being denied entry, with specific cut-off times for ticket checks [6][7][8]