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港股異動丨航空股普升 中國國航升超4% 暑運民航旅客量增長3.6%
港股航空股集體上升,其中,中國國航升超4%,中國東方航空、中國南方航空升超3%,美蘭空港、國泰航空跟升。消息上,國金證券指出,暑運民航旅客量增長3.6%,BDTI環比增長。中期受飛機制造商及上游零部件供應商產能制約,供給增速將放緩,供需優化推動票價提升,航司利潤彈性將釋放,短期反內卷持續中,國內裸票價同比轉正,推薦航空板塊,推薦中國國航、南方航空。另外,俄羅斯總統普京在東方經濟論壇全會上談到中國將對俄羅斯公民試行免籤政策時表示,作為對中方這一友好措施的迴應,俄羅斯也將相應地對等實施對華免籤政策。OTA平台數據顯示,以莫斯科、聖彼得堡為目的地的機票搜索量周同比增長翻番。其中,北京到莫斯科的機票搜索量最高,平均含税價格為1482元。(格隆匯)

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