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中国民航国内航线RPK增速/GDP增速乘数-行业数据

中国民航国内航线RPK增速/GDP增速乘数
中国民航国内航线RPK增速/GDP增速乘数
我们预测 25E 国内需求时，假设 RPK 增速/GDP 增速乘数回升至 1。根据华泰证券 2024年 11 月 04 日发布的中国 2025 年宏观展望《内需温和回升，外围波动加大》，高关税情境下我国 2025E 实际 GDP 增速为 4.5%，我们预测 25E 国内航线需求同比增长 4.5%。
行业数据 下载Excel 下载图片 原图定位
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中国民航国内航线RPK增速/GDP增速乘数_第1页
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中国民航国内航线RPK增速/GDP增速乘数_第2页
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中国民航国内航线RPK增速/GDP增速乘数_第3页
中国民航国内航线RPK增速/GDP增速乘数_第4页
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中国民航国内航线RPK增速/GDP增速乘数_第5页
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中国民航国内航线RPK增速/GDP增速乘数_第6页
中国民航国内航线RPK增速/GDP增速乘数_第7页
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中国民航国内航线RPK增速/GDP增速乘数_第8页
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中国民航国内航线RPK增速/GDP增速乘数_第10页
中国民航国内航线RPK增速/GDP增速乘数_第11页
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中国民航国内航线RPK增速/GDP增速乘数_第12页
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中国民航国内航线RPK增速/GDP增速乘数_第13页
中国民航国内航线RPK增速/GDP增速乘数_第14页
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中国民航国内航线RPK增速/GDP增速乘数_第19页
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中国民航国内航线RPK增速/GDP增速乘数_第20页
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中国民航国内航线RPK增速/GDP增速乘数_第21页
中国民航国内航线RPK增速/GDP增速乘数_第22页
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中国民航国内航线RPK增速/GDP增速乘数_第23页
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中国民航国内航线RPK增速/GDP增速乘数_第24页
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中国民航国内航线RPK增速/GDP增速乘数_第25页
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中国民航国内航线RPK增速/GDP增速乘数_第26页
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中国民航国内航线RPK增速/GDP增速乘数_第27页
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中国民航国内航线RPK增速/GDP增速乘数_第28页
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中国民航国内航线RPK增速/GDP增速乘数_第29页
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中国民航国内航线RPK增速/GDP增速乘数_第30页
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中国民航国内航线RPK增速/GDP增速乘数_第31页
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中国民航国内航线RPK增速/GDP增速乘数_第32页
中国民航国内航线RPK增速/GDP增速乘数_第33页
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中国民航国内航线RPK增速/GDP增速乘数_第34页
中国民航国内航线RPK增速/GDP增速乘数_第35页
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中国民航国内航线RPK增速/GDP增速乘数_第36页
中国民航国内航线RPK增速/GDP增速乘数_第37页
中国民航国内航线RPK增速/GDP增速乘数_第38页
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中国民航国内航线RPK增速/GDP增速乘数_第41页
中国民航国内航线RPK增速/GDP增速乘数_第42页
中国民航国内航线RPK增速/GDP增速乘数_第43页
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所属报告： 航空运输深度研究：供需改善可期盈利与股价弹性显著-241126（22页）.pdf
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