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港A航空股集體上漲 國內燃油附加費取消徵收或刺激春運
格隆匯1月4日丨航空股午後出現一波拉昇走勢,其中,A股中國國航、華夏航空一度漲超5%,南方航空漲超3%,中國東航漲近3%;港股北京首都機場漲超5%,中國國航、東方航空漲超4%,南方航空漲3.6%。消息面上,於2021年11月15日恢復徵收的國內航線燃油附加費,將於1月5日停收。據瞭解,目前國內航線的燃油附加費徵收,採取的是與航空煤油價格聯動機制,允許航空公司在不超過按公式計算的最高標準範圍內,自主確定具體標準。2021年11月份恢復徵收主要在於,進入2021年以來航空煤油價格進入了上行通道,為了彌補油價上漲帶來的成本增加, 恢復徵收燃油附加費一定程度上可以緩解航空公司的運營成本,而此次取消徵收一定程度上也是依託於油價下行。不過值得注意的是,此次燃油附加費的停收,正值春運即將來臨。根據交通運輸部發布的預測,2022年全國春運的客運量較2021年將有大幅度增長,甚至超過2020年,預計整個2022年春運量將比2021年同期增長1倍以上。
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