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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.
Hong Kong stock afternoon review | Hang Seng Index fell by 1.31% and the aviation sector continues to rise.
The search volume for New Year's Eve flights has surged by 2.5 times, and the extended holiday period will significantly drive the growth of travel demand.
Multiple bullish factors stimulate the aviation/airlines industry. Air China Limited rose more than 60% in a month and a half, hitting a new high for the year.
① What are the effects of holiday adjustments on consumer tourism? ② How do institutions view the subsequent performance of the aviation/airlines industry?
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