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港股異動丨航空股拉昇 東航漲超5% 暑運旺季將來

港股航空股拉昇明顯,其中,中國東方航空漲5.44%,中國南方航空漲4.44%,中國國航漲超3%,國泰航空跟漲。消息上,華泰證券表示,“五一”假期民航出行需求旺盛,並且票價持續好轉。往後展望,航司收益管理逐步改善,短期或將藉助暑運進一步好轉,疊加油匯或利好成本費用,我們看好航司旺季盈利表現。中期由於供應商產能未恢復、發動機檢修、在手訂單有限,航空供給或將維持較低增速,航司盈利能力有望持續提升。機場公司目前受益於流量增長和結構改善,但免稅業務仍承壓,流量對於機場盈利的貢獻力度減弱,需進一步挖掘流量變現能力,並等待估值消化。中期關注資本開支較少的機場公司,或更具有配置性價比。

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