航空股集體走高 未來兩年航空需求復甦確定性高
格隆匯3月26日丨航空股集體走高,A股方面,東方航空漲超6%,中國國航、南方航空漲超4%,華夏航空、吉祥航空等跟漲。港股航空股走強,中國南方航空股份、中國東方航空股份漲超4%,中國國航漲超3%。中金公司此前發佈研報稱,交通運輸2020年受疫情影響較大,隨着各國疫苗接種持續推進,全球有望加快復甦,或將迎來較好投資機遇。航空機場板塊,2020一季度受春運就地過年政策影響,業績仍承壓,但市場已有預期。往後看,預計國際線需求下半年或有所恢復,未來兩年航空需求復甦確定性高,當前估值仍然較低,若航空股在一季報後有所回調,則板塊或將有更好的介入時點。


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