异动解读 | 中国国航盘中大跌5.21%,燃油附加费上调及成本压力拖累股价

异动解读
May 15

中国国航(00753)今日盘中股价大跌5.21%,引发市场关注。

消息面上,国内航线燃油附加费自5月16日起将再次上调,已达历史高位。同时,受美伊冲突影响,4月航油出厂价环比暴涨75%,导致航空公司燃油成本快速上升。机构分析指出,当前机票加价幅度不足以覆盖成本上涨,预示短期利润率将受压,且航空业的上升周期可能被推迟至2027年。

行业整体面临高油价带来的成本压力,全球主流航司均采取减班措施应对,进一步加剧了市场对航空股盈利前景的担忧。

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