智通财经APP获悉，首都机场(00694)尾盘涨超4%，截至发稿，涨4.66%，报2.93港元，成交额2120.79万港元。
消息面上，北京首都机场股份公布，今年11月飞机起降量3.6万架次，同比增长6.7%；旅客吞吐量546.2万人次，同比增长16%；货邮吞吐量达到12.7万吨，同比增加6.6%。今年首十一个月，首都机场累计飞机起降架次为39.7万架次，同比增长14.7%；旅客吞吐量为6185.7万人次，同比增长28.7%；货邮吞吐量录131.6万吨，同比增长32.2%。
长江证券指出，机场是长久期资产，其商业模式的永续性以及免税业态的升级，使得机场股的盈利和估值与远期经济恢复的预期相关性更强。展望后市，国际客流恢复加速，人均消费力筑底，布局时机来临：首先，国际客流恢复比例提速，盈利压制逐步缓解，迎来业绩均值回归；其次，随着消费力筑底逐步回暖，有望拉动机场免税与含税商业单客消费能力的稳步抬升，盈利弹性释放。
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