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而阶段性放缓。但整体来看,这是短期的扰动因素,不会改变航空业复苏的大趋势。进入暑期暑运这一传统旺季后,会激发更高的出行热情,需求的韧性将支撑行业持续性的回暖。上述三大券商共同看好中长期行业景气向上,依托于国内出行客流的强劲复苏、国际线开放红利的持续释放,以及护航中国高端制造业出海的物流核心价值,南航的盈利能力与净资产收益率(ROE),有望在民航业新的上行周期中,迎来资本市场的价值重估与突破。

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