智通财经APP获悉,国泰航空(00293)跌超5%,截至发稿,跌5.1%,报9.3港元,成交额1.6亿港元。
消息面上,据报道,美国总统特朗普签署行政命令,取消对中国大陆及香港寄往美国小型包裹的关税豁免。5月2日起,有关包裹进入美国需支付三成货值或每项25美元关税,6月1日起每项物品关税上调至50美元。花旗近期报告提及,本年至今国泰于太平洋及亚欧地区的货运收益率持续下降,如果美国全面取消对中国进口货品的最低限度免税门槛,国泰相对较大的跨境电商敞口,可能对需求及收益率构成额外的下调压力。
瑞银此前曾发布研报称,由于国泰航空超过50%对外的包裹货运量和电商相关,因此预计短期运载率及收益会受影响。预计每1个百分点的变化,将影响国泰2025年的盈利变化2个百分点。不过该行认为,这不会大大有损国泰的盈利能力,因为预计客运领域的供需动态保持良好,从而维持利润率以及股本回报率。
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