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中國外運(00598.HK):預計空運運力供給還將繼續得到釋放

格隆匯1月4日丨有投資者向中國外運(00598.HK)提問:公司對未來空運供需及運價趨勢怎麼看?

中國外運回復:從供給端看,今年以來隨着商業航班的逐步恢復,航空運力供給已經在逐步增加。未來隨着國際航線客機腹艙的進一步恢復,預計空運運力供給還將繼續得到釋放。全球航空貨運需求取決於海外跨境電商市場以及高端製造相關的空運需求情況。運價方面,空運運價自2022年下半年開始逐漸回落,至2023年三季度已經接近2019年水平。第四季度是空運市場傳統旺季,有聖誕節、雙十一、黑五等節日,需求增加,空運運價環比有所上升。

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