港股異動丨中國國航領漲航空股 行業需求企穩復甦預期增強
格隆匯11月25日丨中國國航(0753.HK)以4.73%的漲幅領漲航空股。中國國航10月份運營數據顯示,公司及所屬子公司合併旅客週轉量同比、環比均有上升表現。客運運力投入同比上升2.0%,旅客週轉量同比上升2.8%。民生證券認為,民航需求增速仍有較大概率企穩。此外,2020年1月同時疊加春節和元旦,預計單月平均票價將現反彈,有望進一步強化市場對行業需求企穩復甦的預期。整體而言,當前航空股估值進入歷史底部區間,配置意義顯著
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