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
Tesla AI Chip Production Expansion to Drive LPDDR Memory Demand for Samsung, SK Hynix
Tesla's in-house AI chip production expansion is expected to increase demand for low-power DRAM from Samsung and SK Hynix. New chips AI6 and AI6.5 will utilize the LPDDR6 standard, enhancing performance significantly.
GateNews2m ago
Hong Kong Stocks Open Lower; Hang Seng Index Falls 0.69%, Tech Index Down 0.72%
Hong Kong stocks opened lower on April 17, with the Hang Seng Index down 0.69% and the Hang Seng Tech Index down 0.72%. Qunhe Technology surged over 170% on its debut, while Ganfeng Lithium projected a quarterly profit turnaround.
GateNews3m ago
Intel Shares Jump 38% in April on Google AI Deal and Terafab Chip Project with Musk
Intel shares surged 38% in April and 65% year to date, driven by AI partnerships and manufacturing advancements. The company regained full control of its Ireland plant and has secured contracts with major clients like Google, yet remains below its 2020 peak.
GateNews4m ago
TradFi Rise Alert: MINIMAX (MINIMAX-W 00100.HK) Rises Over 6%
Gate News: According to the latest Gate TradFi data, MINIMAX (MINIMAX-W 00100.HK) has surged by 6% in a short period. Current volatility is significantly higher than recent averages, indicating increased market
GateNews4m ago
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.
GateNews42m 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.
GateNews43m ago
