港股異動丨航空股拉昇 中國國航升超7% 民航局整治行業“內卷式”競爭
港股航空股盤初大幅拉昇,其中,中國國航升超7%領銜,中國東方航空、中國南方航空升約5%,美蘭航空跟升。消息上,2025年全國民航年中工作電視電話會議7月22日在京召開。圍繞紮實做好2025年下半年民航工作,民航局局長宋志勇提出九點要求。其中加快構建民航領域統一大市場,綜合整治行業“內卷式”競爭;持續深化重點領域改革,不斷增強行業發展內生動力。分析指出,該政策方向對航空股構成結構性利好,尤其利於行業競爭格局優化和盈利水平修復,但需結合後續細則及宏觀經濟環境綜合判斷。投資者可關注政策落地進度及航司半年報數據,優先選擇具備核心競爭優勢的頭部企業。(格隆匯)

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