港股異動丨航空股大升 中國國航盤初升7% “五一”假期民航客流雙位數增長
港股航空盤初拉昇明顯,其中,中國國航盤初直線拉昇升至7%,中國南方航空升超5%,中國東方航空升超4%,國泰航空、美蘭航空皆上升。消息上,中信證券研報指出,2025年“五一”假期出遊需求旺盛,國家文旅部預計國內旅遊人次有望突破3.5億,同比增長15%以上,據交通運輸部統計,假期前3天跨區域流動人員人次同比增長4.9%,其中民航/鐵路同比增長12.5%/10.5%,均超過節前預期,表現亮眼。假期航空利用率升至歷史高位,5月1日窄體機利用率較2019年提升0.7h,受益於供給受限以及航司收益策略優化,料價格端更加穩健,該行預計假期平均全票價同比跌幅或5%以內。同時在免籤政策刺激下,跨境遊“雙向升温”。假期前3天國際航班量恢復率升至91%(較清明假期恢復率+2.1pcts),民航暑運表現可期。波音交付擾動對供給增加形成進一步限制,該行預計2025年機隊淨增速或降至1%~2%,疊加油價下行預期對航司業績形成有力支撐。期待順週期、促消費政策傳導至航空需求端。(格隆匯)

Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.