中国航空业:大和观点,荐民航信息网络等:买入评级

和讯网
16 Jan

【1 月 16 日,大和发表报告称】市场此前对中国航空业的低预期已完全扭转,现市场正考量行业上行周期。但该行重申对航空业,尤其是机票价格与市场预期不一的看法。因原始设备制造商生产问题及中国强劲旅行需求,致全球飞机供应出现瓶颈,短期内中国机票价格回升可能性低。且随利率高企、美元预期保持强势,内地航空公司今年仍面临外汇风险。该行持续看好强劲旅行需求,建议投资者于航空股强劲股价反弹中获利,换马至其他航空...

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