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研報掘金丨西部證券:南方航空預計2024年全年仍然維持虧損,下調至“增持”評級
格隆匯 02-17 14:59

西部證券研報指出,南方航空(600029.SH)日前發佈2025年1月主要運營數據公告。客運方面,1 月ASK、旅客週轉量和客座率均實現較好增長。貨運方面,貨運運力同比提升,貨郵週轉量和貨郵載運率同比略有下降。預計公司2024-2026年每股收益分別爲-0.09/0.30/0.45元。截至2025年1月底,南方航空合計運營920架飛機,較2024年底的917架增加3架,增長0.33%。看好中國民航的長期需求及公司優質航線佈局,但由於公司公告預計2024年全年仍然維持虧損,下調至“增持”評級。

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