奥克兰国际机场客流量增长或再不及预期 市场观点泼冷水

华尔街洞察
Jul 16

奥克兰国际机场(Auckland International Airport)2026财年的客运增长数据恐怕要让乐观者失望了——杰富瑞分析师发出最新预警。继2025财年未达增长目标后,这家新西兰航空枢纽恐将连续第二年交出令人失望的成绩单。

最新数据显示,奥克兰机场2025财年客流量同比增幅仅为1.1%,远低于市场预期。尽管分析师阿米特·坎瓦提亚指出运力前景正在逐步改善,且新西兰激进的降息政策有望在未来3-6个月内提振国内消费环境,但现实数据仍显疲软。

杰富瑞最新预测模型透露出谨慎信号:2026财年国内旅客增长率预计降至3.1%,较市场普遍预期的3.3%低0.2个百分点。无独有偶,国际航线增长预测更遭遇大幅下调,从此前预估的4.4%缩水至3.5%,同样低于行业预期水平。

面对持续承压的运营数据,杰富瑞维持对该机场的"持有"评级。当前市场需要警惕的是,这座大洋洲重要空港的复苏步伐,可能比预想更为迟缓。

(注:文中时间已转换为北京时间07:05)

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