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航空股表現活躍 行業景氣持續向上 估值仍有吸引力
格隆匯 09-16 10:50
格隆匯9月16日丨航空股走強,港股市場東方航空和南方航空漲近3%,A股市場海航控股漲6.59%,東方航空漲4.67%。中國民航局日前表示,8月國內旅客運輸規模達今年以來月度數據的最高值。民航局還下發通知,調整放寬了部分國內航線航班准入政策。該政策有利於航司在疫情期間消化運力,加快盈利能力和業績恢復,並利好航司航線結構。花旗發表最新報告,認為隨著中國八天黃金週假期即將到來,相信國內的旅遊情緒將進一步改善。儘管近期航空公司股價已有上漲,但三大航司在基本面不斷改善的情況下,估值仍有吸引力。該行指出,任何新冠疫苗的進展也都將在短期內給投資者情緒帶來積極作用,同時國航、東航和南航8月的基本面均有所改善,主要受益於國內經濟恢復。此外,人民幣匯率的走強以及油價的下跌亦利好航空股。

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