中国交通运输_企业调研_航空与快递-China Transportation_ Company Visits_ Airlines and Express Delivery

January 27, 2026 02:59 PM GMT China Transportation | Asia Pacific Company Visits: Airlines and Express Delivery Managements from express delivery companies see healthy industry volume growth and sustained effects from anti- involution. Airlines' supply chain constrains will remain, supporting the group's up-cycle in 2026 and beyond. Airlines – Up-cycle thesis remains intact: Our meeting with Spring Airlines re- confirmed our view on the industry's up-cycle. Spring's management expects potential disruptions ...