《大行报告》瑞信:北京逐步重启国际航线 对中资航空股看法正面
瑞信发表的研究报告指,中国民航局宣布重启9条往来北京及八个疫情已受控国家的航线,包括是泰国、柬埔寨、希腊、丹麦、瑞典及加伟大,服务将陆续在9月3日起逐步恢复,而来自其他地区的航班将会被转至12个其他城市的机场。民航局指如果有超过3名旅客发现对新冠病毒呈阳性反应,当局将会严格控制国际航班的载客量。
该行认为短期降落北京首都机场的航班每日乘客量限制在500人,经测试後会陆续增至1,000人,同时并需进行病毒检测及隔离14日。
瑞信指出现时每周有210班航机飞到中国,而其他则受制於「五一政策」,加上各国的旅游禁令,国际客运仅正常2%的水平,尽管新规定未有增加航班,而国际航班的复苏亦未确定,但料逐步放宽直航至北京的航班有助国际及商务旅游。
该行维持对行业正面看法,认为国内客运第三季仍会向上,经营亏损有望继续收窄,而十一黄金周表现或强劲,配合政策放宽的新闻及疫苗开发消息等,均料成行业的催化剂。(el/k) ~
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