港股航空股普涨 中国国航涨超3% 暑运民航旅客量增长3.6%

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Sep 08
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  9月8日消息,港股航空股集体上涨,其中,中国国航中国飞机租赁涨超3%,中国南方航空涨超2%,中国东方航空涨超1%。

  消息上,国金证券指出,暑运民航旅客量增长3.6%,BDTI环比增长。中期受飞机制造商及上游零部件供应商产能制约,供给增速将放缓,供需优化推动票价提升,航司利润弹性将释放,短期反内卷持续中,国内裸票价同比转正,推荐航空板块,推荐中国国航南方航空

  另外,俄罗斯总统普京在东方经济论坛全会上谈到中国将对俄罗斯公民试行免签政策时表示,作为对中方这一友好措施的回应,俄罗斯也将相应地对等实施对华免签政策。OTA平台数据显示,以莫斯科、圣彼得堡为目的地的机票搜索量周同比增长翻番。其中,北京到莫斯科的机票搜索量最高,平均含税价格为1482元。

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