金吾财讯 | 航空股逆市走强，截至发稿，中国国航(00753)涨6.71%，中国东方航空(00670)涨4.28%，中国南方航空(01055)涨4.81%，国泰航空(00293)涨1.03%。消息面上，国务院常务会议在近日讨论并原则通过《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。高盛在近日发表研究报告，指出疫后复常两年，中国旅游需求已大致恢复正常，预期内地明年出境游和入境游将同步增长，除对线上旅游平台(OTA)有利外，将推动酒店和航空业发展，目前预测中国旅游、休闲与交通板块股价会于明年首季末起企稳，酒店及航空公司估值预计见低回升。
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