港股異動丨北京首都機場漲4.68% 大興機場分流悲觀預期充分釋放
格隆匯10月14日丨北京首都機場(0694.HK)漲4.68%,報8.06港元,成交1.2億港元,總市值349億港元。

東興證券上週發佈研報預測,由於大興國際機場的啟用,首都機場現有每年約2700萬人次的國際旅客量在轉場完成後能夠保留約2100萬人次,這使得首都機場在未來的兩場競爭中獲得較大先發優勢。東航將京滬線留守首都機場一方面將大量的高淨值旅客留在了首都機場,另一方面也證明了首都機場本身擁有極強的航線競爭力。以較長的時間維度看,我國的國際樞紐機場從未遭遇產能利用率不足的問題。分流效應是一時的,隨着京津冀地區整體需求的增長,首都機場的吞吐量必然會迎來持續回升。如果能充分利用這一次的轉場的機會,優化航線結構,提升首都機場的國際航線佔比,則會明顯有助於遠期資產收益率的提升。故給予“強烈推薦”評級。
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