异动解读|国泰航空盘中上涨3.05%,油价大跌叠加货机扩容双重利好

行情直击
May 29

5月29日,国泰航空盘中上涨3.05%,报13.19港元,成交额7776.62万港元。

消息面上,美伊磋商持续推进,美官员称双方对解决争端持乐观态度,国际油价从高位大幅回落,直接减轻航司最大运营成本负担(燃油通常占航司成本的25%-40%)。同时,国泰集团与空中客车签署确认订单,执行额外购买权增购两架A350F货机,进一步扩充货运机队。机构指出,4-5月高油价虽致客流规模缩减,但航空需求仍保持同比明显增长趋势,待暑运启动后供需有望推动油价传导能力提升。航空板块整体走强,东方航空涨4.93%、南方航空涨2.92%、中国国航涨2.73%。

(以上内容均基于市场公开消息,由程序或算法智能生成,仅作为股价异动提醒,不作为投资建议或交易依据。)

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