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港股異動 | 航空客運市場逐步回暖 航空股強勢 南航、東航均大漲超5%
格隆匯 08-31 11:58
格隆匯8月31日丨港股航空股集體上漲,南航、東航均大漲5.4%,國泰航空、中國國航皆升超2%。受疫情等因素影響,航空公司上半年業績出現虧損。不過,“宅經濟”表現活躍,線下消費線上轉移,物資運輸需求增加推動航空貨運業務發展。專家指出,隨着需求逐步回暖,預計民航國內航線客運量近期有望逐步接近或超越去年同期水平。ForwardKeys公司副總裁奧利維爾·龐蒂預測,中國國內航空市場將在9月初全面恢復,這是基於多種因素,如疫情持續得到控制,航空公司繼續“大力促銷”。在新的免税政策助力下,海南度假勝地三亞的旅遊出現強勁復甦。

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