HK Stock Market Move | Aviation stocks generally rose, with China Eastern Airlines (00670) rising over 5% and Air China Limited (00753) rising nearly 4%.

Aviation stocks are generally rising. As of the time of writing, China Eastern Airlines (00670) rose by 5.29% to 4.38 Hong Kong dollars; Air China Limited (00753) rose by 3.92% to 6.1 Hong Kong dollars; China Southern Airlines (01055) rose by 2.08% to 4.89 Hong Kong dollars; and CATHAY PAC AIR (00293) rose by 0.36% to 11.27 Hong Kong dollars. On the news front, on November 4th, the General Office of the State Council issued a notice regarding the arrangement of some holidays in 2026, including a 9-day consecutive holiday for the Spring Festival in 2026, making it the "longest Spring Festival" in history. In addition, Guotai Haitong recently pointed out that the performance of A-share airlines in 2025Q3 achieved growth against the trend, surpassing the performance in 19Q3 for the third consecutive year, showing a preliminary trend of profit improvement and potential. "Anti-enclosure" will ensure a reduction in losses in the off-season of Q4 and a turnaround for the full year. Chinese aviation has a long logic, considering market-oriented ticket prices, stable demand growth, and optimization of passenger structure will drive the opening of the profit center for airlines in 2026.