此外，近日召开国务院常务会议，会议讨论并原则通过《中华人民共和国民用航空法(修订草案)》，决定将草案提请全国人大常委会审议。会议指出，持续提升民航服务品质，挖掘国内市场潜力，实施好相关重大投资项目，强化科技支撑，促进民航高质量发展。中金指出，2024年至今，航空航天科技板块业绩受需求影响逐步筑底。在宏观环境快速变化的背景下，行业仍具备较强的需求刚性和长期确定性，伴随“十四五”收官及行业扰动因素淡化，行业景气复苏可期，低基数下板块有望于2025年迎来补偿式增长。The aviation/airlines industry continues to rise; as of the time of writing, air china limited (00753) is up 4.27%, reported at 5.13 HKD; china southern airlines (01055) is up 2.03%, reported at 4.03 HKD; china eastern airlines (00670) is up 1.95%, reported at 2.62 HKD; capital airport (00694) is up 1.42%, reported at 2.86 HKD.
According to Zhijia Finance APP, the aviation/airlines industry continues to rise; as of the time of writing, air china limited (00753) is up 4.27%, reported at 5.13 HKD; china southern airlines (01055) is up 2.03%, reported at 4.03 HKD; china eastern airlines (00670) is up 1.95%, reported at 2.62 HKD; capital airport (00694) is up 1.42%, reported at 2.86 HKD.
In terms of news, according to the report released by the United Nations World Tourism Organization titled "World Tourism Barometer", approximately 1.1 billion tourists have traveled internationally in the first nine months of 2024, with the global tourism industry recovering to 98% of pre-pandemic levels, and a full recovery is expected by the end of the year. Everbright believes that since 2024, the demand for domestic routes has maintained a recovery trend, while overseas route demand has risen significantly, with air china limited's RPK increasing by 34% year-on-year in the first three quarters, and 22% compared to the same period in 2019; among which domestic route RPK grew by 13% year-on-year, and international route RPK increased by 168%, with RPK levels far exceeding those of the same period in 2019; in Q3 alone, the company's RPK grew by 21% year-on-year, a 29% increase compared to 2019.
Additionally, a recent State Council executive meeting discussed and approved in principle the "Civil Aviation Law of the People's Republic of China (Draft Revision)" and decided to submit the draft for review by the Standing Committee of the National People's Congress. The meeting pointed out the need to continuously improve the quality of civil aviation services, tap into the potential of the domestic market, properly implement significant investment projects, strengthen technology support, and promote high-quality development in civil aviation. CICC stated that from 2024 to the present, the performance of the aerospace hi-tech holding group sector is gradually stabilizing under the influence of demand. In the context of rapidly changing macroeconomic conditions, the industry still possesses strong demand rigidity and long-term certainty. Along with the end of the 14th Five-Year Plan period and the fading of disruptive factors in the industry, a recovery in industry prosperity is anticipated, and the sector is expected to experience compensatory growth in 2025 from a low base.
