国泰海通:飞机订购不改规划低增 油运运价上行关注旺季

智通财经
Aug 25

智通财经APP获悉,国泰海通发布研报称,维持航空油运快递增持评级。1)航空:暑运客流高峰开始回落,预计9 月中旬公商务恢复。提示短期需求波动不改长逻辑,“反内卷”将三重受益。2)快递:多地或将跟进提价,监管力度决定持续性,反内卷将保障良性竞争。3)油运:油运运价上行关注旺季,风险收益比具吸引力。国泰海通主要观点如下:航空:高客座率倒逼票价回升,飞机订购不改规划低增暑运临近收官,上周客流仍维持高位,...

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