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牛熊異動 | 投行唱多,南航認購證漲超30%
uSMART友信智投 09-09 11:27

航空股今日逆勢上漲,截至發稿,中國南方航空(01055.HK)漲幅超2%,相關衍生品南航海通零十購A(11475.HK)漲幅超30%。

中信證券發表研究報告,2020Q2三大航淨利潤虧損收窄13%,扣除匯兌和投資損失,國航利潤總額虧損收窄29.7%。料Q3內線客收降幅收窄至15%左右,航司單季度淨利潤轉正的確定性提升。壓制近1年出行需求有望在今年十一長假集中爆發,明年日韓線需求或快速恢復,飛機低引進料至少將持續至2021年底,疊加低油價,料航空將步入重構繁榮。

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