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港股異動丨航空股普漲 重構繁榮的上行週期開啟
格隆匯 08-25 10:07
格隆匯8月25日丨航空股普漲,國泰航空漲6.67%領漲,南方航空和東方航空均漲超5%。隔夜美股航空股集體大漲。美國航空漲10.53%,美聯航漲9.93%,達美航空漲9.28%,西南航空漲6.47%,波音漲6.42%。美國交通部日前發佈公告稱,允許中國航空公司將往返美國的定期客運航班增加至每週8班,與中國民航局最近允許美國承運人執飛的航班總數相對等,指令立即生效。此次擴容後,中美往返航線數量將翻番,增加至每週總共16班。國內民航需求持續復甦,疫苗研發有望加速航空需求恢復。機構指出,對比歷史,危機過後航空需求均迎強勁反彈,2020年需求壓制近1年、反彈終將到來。預計8月內線客運量降幅收窄至10%左右,航司單月利潤轉正確定性提升。2020年三大航機隊增幅或降至2%以下,料年底內線供需增速差轉正,2021年或持續擴大。疊加低油價,航空股重構繁榮的上行週期開啟。

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