《大行報告》瑞信:北京逐步重啟國際航線 對中資航空股看法正面
瑞信發表的研究報告指,中國民航局宣布重啟9條往來北京及八個疫情已受控國家的航線,包括是泰國、柬埔寨、希臘、丹麥、瑞典及加偉大,服務將陸續在9月3日起逐步恢復,而來自其他地區的航班將會被轉至12個其他城市的機場。民航局指如果有超過3名旅客發現對新冠病毒呈陽性反應,當局將會嚴格控制國際航班的載客量。
該行認為短期降落北京首都機場的航班每日乘客量限制在500人,經測試後會陸續增至1,000人,同時並需進行病毒檢測及隔離14日。
瑞信指出現時每周有210班航機飛到中國,而其他則受制於「五一政策」,加上各國的旅遊禁令,國際客運僅正常2%的水平,儘管新規定未有增加航班,而國際航班的復甦亦未確定,但料逐步放寬直航至北京的航班有助國際及商務旅遊。
該行維持對行業正面看法,認為國內客運第三季仍會向上,經營虧損有望繼續收窄,而十一黃金週表現或強勁,配合政策放寬的新聞及疫苗開發消息等,均料成行業的催化劑。(el/k) ~
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