港A兩市航空股低開 IATA下調明年航空業收入預測至收縮46%
格隆匯10月29日丨港A兩市航空股全線低開,港股中,美蘭空港(0357.HK)跌逾3%,東航、國泰航空跌逾2%。A股中,南航、東航、國航均跌逾1%。國際航空運輸協會(IATA)最新預測明年航空業整體收入將按年收縮46%,比早前預測收縮29%更悲觀。協會指近期疫情反彈,加上多國再實施隔離措施,航空客運需求不太可能在今年第四季復甦,預計12月需求將按年挫68%,全年客運量將按年鋭減66%,其中12月需求按年跌68%。協會指出,今年第四季將極為困難,未見跡象顯示情況於明年上半年顯著改善,因邊境關閉或檢疫措施仍然持續。在欠缺政府額外支援下,按中位數計航空公司手上現金僅能應付8.5個月開支。


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