格隆汇1月23日｜国泰君安研报指出，中国国航(0753.HK)预告2024年大幅减亏，估算全年扣汇扭亏，符合预期。2025年机队周转继续恢复，助力收入增长与成本摊薄。未来盈利中枢上升乐观可期，维持“增持”评级。国航坚定推进稳价策略，24Q4客座率较2019年基本持平，估算票价同比降幅应好于行业。根据观察，行业收益管理策略自2024年12月初现积极改变，2025年票价修复已是业界共识，将助力盈利能力...
Source Link格隆汇1月23日｜国泰君安研报指出，中国国航(0753.HK)预告2024年大幅减亏，估算全年扣汇扭亏，符合预期。2025年机队周转继续恢复，助力收入增长与成本摊薄。未来盈利中枢上升乐观可期，维持“增持”评级。国航坚定推进稳价策略，24Q4客座率较2019年基本持平，估算票价同比降幅应好于行业。根据观察，行业收益管理策略自2024年12月初现积极改变，2025年票价修复已是业界共识，将助力盈利能力...
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