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Hong Kong stocks concept tracking | Hong Kong Civil Aviation Department invests 4.3 billion in Zhuhai Airport, institutions bullish on the long-term investment logic of the future aviation industry (with concept stocks)
On the 26th, the Airport Authority of Hong Kong signed a cooperation agreement on equity of Zhuhai Airport with Zhuhai Transport Holdings Group in Zhuhai.
[Brokerage Focus] UBS Group believes that domestic airlines will show the highest resilience in the future 2-3 years during the macroeconomic rebound.
Jingu News | The UBS Group research report pointed out that recently, the stock prices of China's aviation industry have been rising, mainly driven by improved investor sentiment. In particular, domestic investors have been significantly boosted by the decline in domestic airfare prices compared to the same period last year and the favorable outlook for aviation fuel prices in 2025. Additionally, Canada's lifting of restrictions on the number of direct flights from China and the news of China Southern Airlines planning to sell 10 B787-8 aircraft have further strengthened market confidence. The bank believes that in the next 2-3 years, if the fleet growth rate slows down, airlines may exhibit the highest elasticity during the macroeconomic rebound.
Sinolink Securities: Transportation sector policy expectations are positive, suggesting layout in aviation and logistics as the main themes for 2025.
Currently, the transportation sector has shown good fundamentals, recommended two investment mainlines for the transportation sector under the boost of domestic demand confidence in policies.
Hong Kong stock concept tracking | The passenger transportation volume on international routes in October has recovered to 96% of 2019 levels, with airline stock prices undergoing a major cyclical recovery (including concept stocks).
In October, the passenger transportation volume on international routes in our country recovered to 96% of that in 2019.
Hong Kong stocks fluctuation | Aviation/airlines industry surged in the morning. The scope of visa-free countries is expanding again, favorable for the recovery of inbound passenger flow and the increase in flight volume.
Aviation stocks surged in early trading. As of the time of publication, Air China Limited (00753) rose by 5.32% to HKD 5.15; China Eastern Airlines (00670) rose by 3.77% to HKD 2.48; China Southern Airlines (01055) rose by 2.44% to HKD 3.77; Cathay Pacific Air (00293) rose by 1.41% to HKD 9.37.
Hong Kong stock concept tracking | The search volume for Spring Festival tickets in 2025 skyrocketed by 2.2 times, institutions are bullish on the valuation repair of civil aviation (with related concept stocks attached).
The search volume for Spring Festival flights in 2025 surged 2.2 times. On New Year's Eve, many routes offer full-price economy class tickets.
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