民生证券04月02日发布研报称，给予南方航空（600029.SH）推荐评级。评级理由主要包括：1）油价同比回落，但全年量价表现分化、汇率贬值拖累盈利；2）公司上调2025年机队净增速至5.8%，是历史存量订单的体现，有望缓解单一机型机队选型压力；3）淡季实现更好的客座率和价格平衡有助于行业及公司盈利改善；4）看好油价中枢下移、收益管理优化带来的潜在盈利空间。风险提示：淡季需求疲弱；油价大幅上涨；...
Source Link民生证券04月02日发布研报称，给予南方航空（600029.SH）推荐评级。评级理由主要包括：1）油价同比回落，但全年量价表现分化、汇率贬值拖累盈利；2）公司上调2025年机队净增速至5.8%，是历史存量订单的体现，有望缓解单一机型机队选型压力；3）淡季实现更好的客座率和价格平衡有助于行业及公司盈利改善；4）看好油价中枢下移、收益管理优化带来的潜在盈利空间。风险提示：淡季需求疲弱；油价大幅上涨；...
Source LinkDisclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.