报告[T摘abl要e_S：um本ma周ry]（ 20200817-20200821），主要大盘指数上证综指/深证成指/沪深 300分别+0.6%/+0.3%/+0.3%，申万休闲服务指数/申万交运指数分别-1.8%/+1.5%。

一、 行业数据跟踪....................................................................................................................................................... 4

（一）航空：国内航班供给恢复至接近19 年同期80% ...................................................................................................... 4

1、南方航空 ......................................................................................................................................................................... 4

2、东方航空 ......................................................................................................................................................................... 4

3、中国国航 ......................................................................................................................................................................... 5

（二）机场：国际线业务仍需等待复苏 ................................................................................................................................ 6

（三）快递：7 月行业件量增速保持高增，单票价格回落 ................................................................................................. 7

（四）博彩：7 月GGR 环比回升，仍以VIP 为主 .............................................................................................................. 7

二、行情回顾 ...................................................................................................................................................................... 8

（一）社会服务业 .................................................................................................................................................................... 8

（二）交通运输业 .................................................................................................................................................................... 9

三、重点公司盈利预测与评级 ........................................................................................................................................ 10

四、风险提示 .................................................................................................................................................................... 10

插图目录 ............................................................................................................................................................................ 11

表格目录 ............................................................................................................................................................................ 11