港股异动 | 航空股全线上涨,中国东方航空股份、中国南方航空股份涨超6%

老虎资讯综合
Apr 15

4月15日,港股航空股盘初全线上涨,中国东方航空股份中国南方航空股份涨超6%,中国国航涨超5%,国泰航空涨超3%。

消息面上,美国总统特朗普在最新采访中表示,美国对伊朗的战争已经“结束”。受中东局势缓和影响,国际油价4月14日大幅下跌。截至当天收盘,WTI原油期货报每桶91.28美元,跌幅为7.87%;布伦特原油期货报每桶94.79美元,跌幅为4.6%。据悉,燃油成本是航司的第一大成本项。

长江证券发布研报称,随着燃油附加费征收落地,国内市场收益提升幅度超出预期。考虑国内航空煤油出厂价格同比上涨73.1%,拉动单位成本上涨26%,单位座收涨幅几乎完全覆盖油价上涨带来的成本端压力,第一周的数据表现超出预期。然而价格上涨对下游消费者仍然产生了负面的影响,部分航线提价不畅,航司选择停航拖累利用率。

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