《大行報告》瑞信料北京疫情難免影響中資航空股國內航線復甦
瑞信發表研究報告,指北京政府再次將突發公共衛生事件響應級別由3級提升至2級,限制雖然無包括暫停日常工作,但鼓勵公司縮減工時或在家工作、旅客到京需提供7日內的檢疫證明、中高風險地區或新發地市場居民禁止離京、同時禁止跨省旅行團等。
該行指,新的限制措施是即時實行,短期內再次確診數目增加影響旅行意慾,並影響航空業境內線的表現,當中涉及北京的線路將佔10%。而國際線因限制而繼續積弱。
該行又指,上周乘客數字回復至正常水平的65%,而在新限制下,有近半的北京航線被取消,航空公司需為客戶處理退票事宜,影響目前仍在觀察。
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