2月4日，航空板块集体异动，华夏航空、中国东航涨停，旅游ETF（562510）涨超2%，中国国航、吉 祥航空、海南机场、上海机场等跟涨。 旅游ETF（562510）重仓航空机场概念，有望受益于"反内卷"及春节假期出行数据的催化。 近期航空板块迎来密集催化：2026年全国民航工作会议明确继续整治反内卷，东航2025年扭亏，华夏航 空净利润大幅增长。 财通证券表示，过去影响民航业票价因素逐渐得到改善，未来行业供需差将转化为票价涨幅，推动中国 民航业业绩爆发，看好"航空行业"。 ...

Market Overview - The three major A-share indices collectively rose today, with the Shanghai Composite Index increasing by 0.33% to close at 4136 points, the Shenzhen Component Index up by 0.79%, and the ChiNext Index rising by 0.63% [1] - The total market turnover reached 3.12 trillion yuan, an increase of 401.7 billion yuan compared to the previous trading day, with over 3900 stocks rising and more than a hundred hitting the daily limit [1] Sector Performance - The photovoltaic equipment sector experienced a significant surge, driven by support from Elon Musk for space photovoltaics, with companies like Longi Green Energy, JinkoSolar, and others hitting the daily limit [1] - The HIT battery and perovskite battery sectors also saw gains, with Dongfang Risen hitting the daily limit [1] - The commercial aerospace sector continued to rise with positive news, leading to multiple stocks like Aerospace Electronics and China Satellite hitting the daily limit [1] - Lithium mining concepts surged, with Dazhong Mining hitting the daily limit [1] - The non-ferrous metals sector was active, with stocks like Yuguang Gold Lead hitting the daily limit [1] - Other sectors with notable gains included cultivated diamonds, glass substrates, and 6G concepts [1] Declining Sectors - Banking and insurance stocks declined, with China Pacific Insurance leading the losses [1] - The grain concept weakened, with *ST Wanfang hitting the daily limit down [1] - The CPO concept showed weak performance, with Xinyi Sheng dropping over 6% [1] - Other sectors with significant declines included dairy, aviation, coal, and gas [1] Top Gainers - The top gainers included sectors such as forestry, power generation equipment, cultural media, industrial machinery, and fine chemicals, with respective five-day increases of 5.56%, 3.83%, 2.59%, 2.94%, and 2.55% [2]