航空股逆市走高 节后航空客运需求回暖
格隆汇3月9日丨航空股逆市走高,吉祥航空大涨超6%,中国国航涨超3%,东方航空、春秋航空、南方航空跟涨。港股航南方航空涨超3%,中国国航、国泰航空等跟涨。东北证券研报指出,疫情可控居民出行意愿增强,节后国内航空客运需求回暖。2021年3月份旅客出行意愿指数环比2月份上升35%,同比上升107%。同时,2021年3月份有出行安排旅客占比76%,较2月份提升4%。目前国内航班已恢复至疫情前同期85%水平,在未来疫情可控的情况下,预计清明及五一假期期间国内航空需求会迎来小高峰。而国际及港澳台地区航班仅恢复至24%,国际航班恢复至34%,需静待海外疫情进一步好转。


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