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港股異動 | 航空股集體上漲,北京首都機場漲3%
格隆匯2月8日丨航空股集體上漲,北京首都機場股份漲3%,東航、國航、南航、國泰航空漲超2%。2022年春節假期全國民航共運輸旅客501萬人次,比2021年春節假期同期增長40.2%。國泰君安指,長期看,中國航空業長期供需向好,疫情未改需求長期增長動能,供給存在長期空域瓶頸,“十四五”機隊與時刻匹配度將提升,疊加票價市場化,航網優秀的航司長期盈利將超預期上行。

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