油价暴跌叠加政策利好 航空股全线上涨 中国国航(0753.HK)涨超6%
格隆汇3月10日丨港股市场航空股全线上涨,其中,中国国航涨6.5%,南方航空涨4.4%,东方航空涨4%,国泰航空和美兰航空涨幅在1%以内。

近日油价暴跌,目前WTI原油和布油分别跌至33美元和37美元,一度创2016年2月以来新低,对航空股形成明显利好。大和最新报告表示,东航、南航和国航的收益都对油价高度敏感,估计原油价格每跌1美元,将导致东航2020-2021年的净利润增长2%至3%,国航2020-2021年间的净利润亦会增长3%;南航敏感度最高,燃油价格每跌1%,收益将增加约2.7亿元人民币。
另外,中国民用航空局近日公布了最新一轮航空公司支持政策,大和称,受益于新一轮的航空公司支持政策,估计三间航空公司今年可节省约4%的着陆费用等开支。
中信证券的最新研报也指出,油价大跌能对冲航空公司来自需求端的压力。
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