港股航空股回暖 航司集体开通国际新航线 机构看好未来景气超预期上升

新浪港股
Dec 11

12月11日消息,航空股迎来反弹行情,中国南方航空涨近2%,中国国航、国泰航空涨超1%。消息上,进入12月,国际航线市场竞争悄然升温。截至12月10日,有媒体观察到,东航、南航、海航、吉祥航空等多家航司新开、加密、复航国际航线,瞄准元旦、寒假及春节出行高峰期,拉开了抢占客流的序幕。国泰海通此前发布研报称,维持航空油运增持评级。该行预计25Q4航空业大幅减亏并全年扭亏,日本航线波动不改长逻辑,“十五...

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