中国东方航空股份(0670.HK):24Q4同比大幅减亏 2025供需继续恢复

国泰君安
Jan 27, 2025

本报告导读:2024 年公司积极国际增班实现周转提升,业绩大幅减亏。预计未来机队将维持低速增长,供需恢复将驱动盈利恢复与上升。春运将受益日本出游,有望催化乐观预期。投资要点:维持增持。2024年公司积极国际增班提升周转,业绩大幅减亏。2025年供需继续恢复趋势确定,盈利恢复可期。春运将受益日本出游,有望催化乐观预期。考虑汇兑与票价,下调2024 年净利预测至-38(原2)亿元人民币,维持2025-...

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