智通财经APP获悉，中金发布研报称，由于对2026年盈利预测提升且随着周期深入市场对中国东方航空股份(600115.SH,00670)的估值有望提升，切换估值到2026年并上调东航A股目标价30%至6.5元，对应24.4倍2026年市盈率;上调东航H股目标价56.7%至5.5港元，对应18.7倍2026年市盈率，维持跑赢行业评级。
东航第三季营收395.9亿元人民币(下同)，同比增加3.1%;净利润35.3亿元，对应每股盈利0.16元，同比增长34.4%;业绩基本符合该行们预期。报告指，油价下降带动单位营业成本下降。第三季公司单位营业成本同比下降4.3%，主要是因为国内油价同比下降11.2%。由于2025年首三季行业票价低于该行预期，该行下调东航A/H股2025年净利润预测37.5%至14.9亿元，由于票价预期改善，上调东航A/H股2026年净利润预测8.3%至59.3亿元。
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