Gate News message, April 17 — China’s Civil Aviation Administration held an April safety committee meeting on April 8, highlighting strong first-quarter performance across the aviation sector.
In Q1 2026, the industry completed 3.771 million flight hours (up 5.2% year-over-year), 1.406 million flights (up 3.4%), and 428 billion ton-kilometers of cargo volume (up 10.9%). Passenger traffic reached 200 million (up 6.5%), while the sector maintained stable safety operations.
With Q2 bringing the May Day holiday and Dragon Boat Festival, brokers have expressed optimism about airline fundamentals. China Tai Securities notes that for the summer-autumn flight season, domestic carriers’ planned capacity declined year-over-year, reflecting the Civil Aviation Administration’s price-support strategy, while international capacity increased amid favorable visa-free policies and overseas expansion trends. Huatai Securities highlighted that near-term oil price pressures have eased, carriers’ cost pass-through is effective, and valuations are becoming attractive. Looking ahead, the industry remains in a supply-demand improvement cycle, with the three major carriers plus Spring Airlines, Lucky Air, and Air China retiring just 5 aircraft in Q1 (down 0.15% from end-2025), keeping supply growth low. On the demand side, business travel recovery, growing outbound tourism, silver economy travelers, family trips, and holiday effects should support strong performance. Huatai Securities suggests that investors may consider positioning in the aviation sector.
Related Hong Kong-listed airline stocks include China Eastern Airlines (00670), China Southern Airlines (01055), Air China (00753), Cathay Pacific Airways (00293), and China Airlines Information Network (00696).
Disclaimer: The information on this page may come from third parties and does not represent the views or opinions of Gate. The content displayed on this page is for reference only and does not constitute any financial, investment, or legal advice. Gate does not guarantee the accuracy or completeness of the information and shall not be liable for any losses arising from the use of this information. Virtual asset investments carry high risks and are subject to significant price volatility. You may lose all of your invested principal. Please fully understand the relevant risks and make prudent decisions based on your own financial situation and risk tolerance. For details, please refer to
Disclaimer.
Related Articles
Retail Investors Return to U.S. Stock Market with Strongest Rally Since 2020, S&P 500 Breaks 7,000
Retail investors have returned to the U.S. stock market, driving major indices to record highs amid geopolitical tensions. The S&P 500 surpassed 7,000 points, led by a surge in quantum computing stocks and increased retail activity. However, economic risks remain, including rising oil prices and inflation concerns.
GateNews32m ago
Securities Industry Association Warns Mythos AI Poses Risk to SEC's Market Tracking Database
SIFMA urged U.S. Treasury Secretary Bessent to protect investors from cybersecurity threats posed by Anthropic's AI model, Mythos, potentially compromising the SEC's Consolidated Audit Trail system and risking identity theft. They called for halting personal data collection and destroying existing data.
GateNews33m ago
BlackRock Withdraws 3,899 BTC Worth $289.88M from Major CEX
BlackRock withdrew 3,899 BTC worth $289.88 million and 839 ETH valued at $1.95 million from a major exchange, indicating a significant move of institutional assets off the platform.
GateNews1h ago
Optimism boosted by the U.S.-Iran ceasefire agreement helps Bitcoin hold steady at 75K
Israel and Lebanon reached a 10-day ceasefire agreement, U.S. stock index benchmarks hit new highs, and market sentiment is optimistic. Bitcoin is hovering around 75K; with capital flowing in, the rally is gradually gaining momentum. Keep an eye on the 78K resistance level.
ChainNewsAbmedia1h ago
Netflix Beats Q1 Expectations But Stock Falls 8% on Weak Q2 Guidance
Netflix's Q1 results exceeded expectations with $12.25 billion in revenue, but weaker Q2 guidance led to an 8% stock drop. Co-CEO Greg Peters noted strong early progress, while co-founder Reed Hastings plans to step down in June for philanthropy.
GateNews1h ago
Chinese Brokers' Research Focus Shifts Three Times in 2026, Returning to Defensive Sectors in April
Since early 2026, China's brokerage research focus has shifted from a balanced approach to technology stocks, and back to defensive sectors by April. This reflects institutions adjusting portfolios in response to changing market conditions, highlighting a rotation into electric power equipment and machinery.
GateNews1h ago
