2024年10月18日盘中,以运营海口美兰国际机场为主业的美兰空港股份(00357)股价大涨6.16%,报收7.88港元,成为当日港股航空股大涨股之一。
市场分析指出,航空股集体强势回升主因在于假期结束后旅游出行需求仍保持较高水平,带动航空公司运营数据向好。此外,2024/2025冬春航季航班时刻安排公布后,客运航班总量同比微降但运力供给趋紧,为航空公司收益水平回暖创造有利条件。
另有投资者认为,在相对乐观的宏观经济环境下,顺周期航空板块供需基本面持续向好,加之燃油等成本有望下降,航空股本轮涨价行情有望打开,因此持续看好航空相关公司的盈利前景。作为国内领先的机场运营商之一,美兰空港预计将从中受益。
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