航空股普涨!中国国航涨近4%,国庆中秋假期航空出游需求旺盛

?格隆汇
Sep 30

格隆汇9月30日|港股航空股普遍上涨,其中,中国国航涨近4%,中国东方航空涨3.2%,中国南方航空涨2%,美兰空港跟涨。

消息上,中信证券研报指出,2025年国庆中秋假期航空出游需求旺盛,量价或有超预期表现,释放积极信号。民航“反内卷”工作逐步展开,或从托底价、控时刻、代销监管等方面加强监管,有望对行业价格形成支撑,建议关注航司业绩弹性。飞机低引进+发动机维修使得有效供给延续低增长,新订单对行业供给影响或有限,无需过分担忧。四季度行业量价表现或迎拐点,关注淡季布局时机。

责任编辑:栎树

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10