5月6日,港股航空股盘初拉升,中国东方航空股份涨超8%,中国国航、南方航空涨超7%。中信证券研报指出,“五一”假期出游需求旺盛,国内旅游人次有望突破3.5亿,同比增长15%以上。民航前3天旅客量同比增长12.5%,航空利用率升至历史高位。国际航班恢复率达91%,跨境游“双向升温”。波音交付扰动或使2025年机队净增速降至1%-2%,叠加油价下行预期,支撑航司业绩增长。免责声明:本文内容由开放的智能...
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