港股异动 | 三大航集体上扬 南方航空(01055)涨超4% 航司4月运营数据向好

智通财经
16 May

智通财经APP获悉,三大航集体上扬,截至发稿,南方航空(01055)涨4.03%,报3.61港元;中国国航(00753)涨2.21%,报5.08港元;东方航空(00670)涨1.54%,报2.63港元。

消息面上,5月15日晚间,南方航空中国国航中国东航发布4月份运营数据。其中,南方航空4月客运运力投入(按可用座公里计,下同)同比上升8.83%,旅客周转量(按收入客公里计)同比上升12.14%。中国国航4月客运运力投入同比上升5.3%,旅客周转量同比上升8.6%。中国东航4月客运运力投入同比上升9.66%;旅客周转量(按客运人公里计)同比上升15.56%;客座率为85.37%,同比上升4.36个百分点。

东兴证券指出,今年旺季航空股具备较强的向上弹性。票价方面,今年国内航线的供给管控及价格监管有望取得较好的效果。在淡季客座率已经较高的情况下,旺季需求的提升更多会转化为票价提升,价格弹性大概率超过24年同期;成本方面,燃油价格较24年同期具备一定优势;估值方面,目前航空板块PCF估值与市值都处于历史相对较低水平。目前行业处于淡季,且市场预期处于相对低位,该行认为行业股价位于左侧,建议重点关注行业旺季盈利弹性。

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