Group 1 - The A-share market showed mixed performance on February 4, 2026, with the Transportation ETF (159666) rising by 1.48%, and key holdings such as China Eastern Airlines increasing over 7%, Huaxia Airlines over 5%, and Ningbo Port over 4% [1] - The 2026 Spring Festival travel rush, lasting from February 2 to March 13, is expected to see a record high of 9.5 billion people traveling across regions, driven by both family visits and tourism [1] - National civil aviation passenger transport volume during the Spring Festival is projected to reach 95 million, averaging 2.38 million passengers per day, representing a year-on-year growth of approximately 5.3% [1] Group 2 - The Transportation ETF (159666) and its linked funds (019405/019404) are the only ETFs tracking the CSI All-Share Transportation Index, which includes logistics, railways, highways, shipping ports, and airports, reflecting the overall performance of listed transportation companies in the A-share market [2]

国泰海通证券认为，2026年春节假期再次延长，将保障探亲出游继续两旺。官方预期2026年春运客流将 再创历史新高。近期春运客流逐步启动，铁路与航空加班有限，旺季表现可期。 交通运输ETF（159666）及其联接基金（019405/019404）是全市场唯一跟踪中证全指运输指数的ETF基 金，其涵盖了A股市场包括物流、铁路公路、航运港口、机场等，能够充分反映出A股运输行业上市公 司的整体表现。 （文章来源：每日经济新闻） 2026年2月4日，交运板块表现活跃，交通运输ETF（159666）上涨1.48%，持仓股中国东航涨停，南方 航空涨超7%，华夏航空涨超6%。 近两年春节假期持续优化调整，2024年春节调休形成8天假期，较2023年延长1天，且官方鼓励从除夕起 开始休息；2025年起春节法定节假日正式增加1天，同时优化调休规则，明确除夕起放假8天，拼假效应 也在当年春节假期前后凸显。假期的持续延长，有效推动春节探亲、出游需求双旺，春运客流接连创下 新高，节中规模化的二次出行更填补了传统出行低谷期的需求空白。 据交通运输部数据，2025年春运40天（1月14日-2月22日），全社会跨区域人员流动量超90亿人次， ...

声明：市场有风险，投资需谨慎。本文为AI大模型基于第三方数据库自动发布，任何在本文出现的信 息（包括但不限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成 个人投资建议。受限于第三方数据库质量等问题，我们无法对数据的真实性及完整性进行分辨或核验， 因此本文内容可能出现不准确、不完整、误导性的内容或信息，具体以公司公告为准。如有疑问，请联 系biz@staff.sina.com.cn。 责任编辑：小浪快报 根据喜娜AI异动分析，中国东航涨停原因可能如下，客运增长+国际航线复苏+资产处置溢价： 1、公司 客运业务全面增长，多个月份客运周转量同比增幅超10%，客座率提升至87%左右；国际航线强劲复 苏，客运周转量同比增幅超20%。客运收入占比达92.5%，客运和国际航线的良好表现对公司营收有重 要积极影响。2025年利润总额扭亏为盈，亏损大幅减少，经营成果显著改善。 2、公司多笔房产交易增 值率超60%，直接增厚利润，且资产处置资金快速回笼，10个工作日内全额付款，改善了现金流。同时 公司建立双重汇率对冲机制，航油成本管控比例合理，引进C919等国产机型优化机队结构，长期成本 可控性增强 ...

Core Viewpoint - The tourism ETF (562510) experienced a significant rise, with a peak increase of over 2% during early trading on February 4, driven by strong performance from China Eastern Airlines and other companies in the sector [1] Group 1: Company Developments - China Eastern Airlines announced it will provide free 4.5-hour high-speed Wi-Fi for all international and Hong Kong, Macau, and Taiwan inbound flights operated by wide-body aircraft on February 16, coinciding with the Lunar New Year [1] - This initiative continues China Eastern's leading position in onboard Wi-Fi services, having achieved full coverage of free basic Wi-Fi on domestic flights with wide-body aircraft since January 2026 [1] Group 2: Industry Trends - Analysts believe that the tourism sector is poised for growth due to positive expectations for the Spring Festival and the ongoing popularity of cross-border travel [1] - As the "longest Spring Festival in history" approaches, there is an anticipated surge in travel demand, supported by service innovations and policy backing, which may sustain the momentum in the tourism and aviation sectors [1]

2026年春节长假渐行渐近，全民出行热潮开启，资金布局热情高涨。根据深圳证券交易所于2026年2月4 日公布的数据，截至2月3日，富国基金旗下旅游ETF（159766）的最新份额已达到1073364.09万份，突 破百亿份关口。这体现出市场对旅游出行板块的高度认可，资金"抢筹"迹象明显。 业内机构指出，当前旅游板块的配置价值兼具短期爆发力与中长期确定性，资金的大幅流入反映了市场 对服务消费复苏的强烈信心。从基本面看，航空运输的运力恢复、酒店餐饮的入住率回升以及景区客流 的爆发，都为板块业绩提供了坚实支撑。在当前时点，旅游板块不仅具备短期假期催化的爆发力，更具 备中长期业绩修复的确定性，估值性价比逐步凸显。 这背后是政策暖风与节日效应的共振。2026年开年以来，服务消费领域持续迎来政策支持，多部门相继 推出的促消费举措为行业注入强心剂。同时，春运大幕正式拉开，全国铁路、民航、公路客流持续攀 升，春节"黄金周"的催化作用正在兑现；"返乡潮"叠加"避寒游"、"冰雪游"双轮驱动，引爆出行链热 度。 （文章来源：每日经济新闻） 富国基金旗下的旅游ETF（159766）紧密跟踪中证旅游主题指数（930633.CSI），成 ...

一顿操作猛如虎，基金净值已更新，谁是基金中的王者，谁又垫底，请看数据： | 基金简称 PK | | | 最新净使 !! 手의则面原因人 | | | | --- | --- | --- | --- | --- | --- | | 1 | 银河核心优 ... C | 1.1329 | | 9.86% | 8 | | | 016981 | 2026-2-3 | | | | | 2 | 银河核心优 ... A | 1.1458 | | 9.86% | 8 | | | 011629 | 2026-2-3 | | | | | 3 | 银华成长智... A | 1.3371 | | 8.96% | 8 | | | 024455 | 2026-2-3 | | | | | 4 | 银华成长智 ... C | 1.3328 | | 8.96% | 27 | | | 024456 | 2026-2-3 | | | | | 5 | 广发上海金E ... C | 2.3002 | | 8.40% | 7 | | | 008987 | 2026-2-3 | | | | | 6 | 广发上海金E ... A | 2.3448 | 8.40 ...

Industry Dynamics Tracking - The overall container shipping rates have decreased, with the SCFI composite index dropping by 9.7% to 1317 points. Specific routes such as Shanghai-Europe and Shanghai-Mediterranean saw declines of 11.1% and 12.0% respectively [3][4] - The refined oil tanker rates have increased, with the BCTI index rising by 4.6% to 890 points. The MR rates in the Pacific and Atlantic regions showed mixed results, with a notable increase of 12.7% in the Atlantic [8] - The logistics sector is witnessing a resilient demand, with the e-commerce express delivery industry expected to benefit from a recovery in the economy and a reduction in costs, leading to improved profitability for companies like SF Express and JD Logistics [12] Air Transport - The civil aviation sector is showing signs of recovery, with major airlines like China Southern and Hainan Airlines expected to turn profitable in 2025, while Eastern and Air China are projected to reduce their losses significantly [3] - The State Council has issued a plan to accelerate the cultivation of new growth points in service consumption, focusing on transportation services among others, which is expected to support the aviation sector [3] Shipping and Port Operations - The dry bulk shipping market is experiencing a "strong off-season" due to a combination of high demand in the Atlantic region and tight capacity, with the BDI index rising by 12.0% to 1949 points [8] - The geopolitical situation in the Middle East is tense, with the U.S. increasing military presence and Iran conducting live-fire exercises, which could impact oil shipping routes [6] - China's port cargo throughput has decreased, with a reported decline of 1.70% in total cargo and a 4.35% drop in container throughput [9] Road and Rail Transport - National logistics operations are running smoothly, with rail freight volumes reported at 7441.9 million tons, a decrease of 3.35% [10] - Shenzhen International reported a 3.3% increase in toll revenue for December 2025, indicating stable revenue growth in the road transport sector [11] Investment Opportunities - In the express delivery sector, companies like YTO Express and ZTO Express are expected to benefit from market share growth and operational improvements, while SF Express is noted for its cost control and shareholder returns [12] - The oil transportation market is anticipated to improve due to OPEC+ production increases and potential interest rate cuts, suggesting a favorable outlook for companies like China Merchants Energy and COSCO Shipping Energy [13] - The dry bulk shipping market is expected to continue its recovery, driven by environmental regulations and increased demand for commodities, with companies like China Merchants Energy and Haitong Development highlighted as potential beneficiaries [13]

贝壳财经记者查询发现，根据东航公布的国际航班高速Wi-Fi套餐价格，日韩航线为88 元/全航程，其他 国际航线258元/全航程。 另据了解，东航是国内首家实现空中Wi-Fi服务全程可用的航空公司。2023年8月，成为国内首家在飞行 高度3000米以下仍开放空中Wi-Fi服务的航空公司；2025年8月起，东航将国内"空中快线"航班的免费 Wi-Fi服务从头等舱、公务舱拓展至超级经济舱及指定经济舱舱位；同年10月，东航再次对"空中快 线"Wi-Fi服务进行升级，所有宽体机执行的国内"空中快线"航班提供经济舱全舱位基础版WiFi服务。 2026年1月1日，东航将免费Wi-Fi覆盖到了所有宽体机执飞的国内航班。 新京报贝壳财经讯（记者俞金旻）2月3日，记者从中国东方航空公司获悉，2026年除夕（2月16日）， 东航将为所有宽体机执飞的国际及港澳台地区入境航班旅客免费赠送4个半小时高速Wi-Fi，旅客可于北 京时间20:00至次日00:30收看马年春晚直播。 编辑 陈莉 校对 穆祥桐 贝壳财经记者了解到，此次云端观春晚活动，是以技术为纽带，打破物理距离的限制，让"天涯共此 时"的梦想照进现实，让乡愁在高速网络中消散，让 ...

Group 1 - The aviation and airport sector increased by 2.35% on February 3, with Southern Airlines leading the gains [1] - The Shanghai Composite Index closed at 4067.74, up 1.29%, while the Shenzhen Component Index closed at 14127.1, up 2.19% [1] - Key stocks in the aviation sector showed varied performance, with Southern Airlines closing at 7.65, up 5.37%, and China Eastern Airlines at 5.71, up 4.20% [1] Group 2 - The aviation and airport sector experienced a net outflow of 43.44 million yuan from institutional investors, while retail investors saw a net outflow of 106 million yuan [3] - Notable inflows from speculative funds were recorded at 149 million yuan [3] - The stock performance of major companies included China Eastern Airlines with a net inflow of 69.47 million yuan from institutional investors [4] Group 3 - The Aerospace ETF (product code: 159227) tracked the National Aerospace Industry Index and saw a decline of 8.15% over the past five days, with a net subscription of 12.87 million yuan [6] - The General Aviation ETF (product code: 159230) tracked the National General Aviation Industry Index and experienced a decline of 9.25%, with a net subscription of 10.71 million yuan [7] - The Tourism ETF (product code: 562510) tracked the CSI Tourism Theme Index and saw a decline of 2.92%, with a net subscription of 8.91 million yuan [7]

Market Overview - Technology stocks experienced a significant decline in early trading, leading to a drop in the three major indices, but rebounded near midday and maintained a volatile trend in the afternoon [1] - The Hang Seng Index ultimately rose by 0.22%, after dipping as much as 1.3% during the session [1] - The Hang Seng Tech Index fell by 1.07%, having previously dropped by 3.4% [1] Company Performance - Major technology stocks mostly turned negative, with Baidu down by 3.6%, Tencent nearly 3%, and Xiaomi, JD.com, and Alibaba also experiencing declines [1] - Gold prices surged in the afternoon, surpassing $4,900, leading to a rebound in gold stocks, with Zijin Mining International rising nearly 8% [1] - Heavy machinery stocks continued to rise, with Zoomlion increasing by 9.68%, and China National Heavy Duty Truck achieving a historical high during the session [1] - Domestic airline ticket bookings for the Spring Festival increased by approximately 8% year-on-year, boosting airline stocks, with China Eastern Airlines rising over 7% [1] Sector Performance - The mobile gaming sector faced significant declines, while AI application concept stocks, lithium battery stocks, domestic bank stocks, Chinese brokerage stocks, and automotive stocks showed some weakness, with China Merchants Bank and China Merchants Securities both dropping over 1% [1]