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我国航空业伴随着油价回调和需求提振,行业展开了反弹复苏之旅,市场似乎正在验证着强周期行业“否极泰来”、“危中带机”的历史规律。在2008年三季度航空业提前触底之后,2009年国际航空业又坠入“冰河时代”。然而我国航空业伴随着油价回调和需求提振,行业展开了反弹复苏之旅,且备受瞩目的燃油套期保值的不利影响也得到了一定程度上的修复,市场似乎正在验证着强周期行业“否极泰来”、“危中带机”的历史规律。展望2010年,随着行业供需关系的进一步回暖、本币升值进程的再启动以及燃油附加机制的灵活改革等利好消息,虽然也存在油价
China’s aviation industry with the oil price correction and the boost in demand, the industry started a journey of rebound recovery, the market seems to be verifying the strong cyclical industry “No pole Tailai ”, “crisis with the machine ” history law. After the aviation industry bottomed out in the third quarter of 2008, the international aviation industry crashed into “Ice Age” again in 2009. However, with the oil price recovery and demand boosting in China’s aviation industry, the industry started its journey of rebound recovery and the unfavorable impact of the highly anticipated fuel hedging has also been partially restored. The market seems to be verifying that the strong cyclical industry “Very Tailai ”, “The crisis with the machine ” history law. Looking forward to 2010, with the further warming of the industry’s supply and demand relations, the restart of the domestic currency appreciation process and the flexible reform of the fuel additive mechanism, the good news is that although oil prices