港股异动 | 航空股延续增长趋势机构料四季度航司将继续大幅减亏单位座收或显著修复

中金财经

Dec 18

　　智通财经APP获悉，航空股延续增长趋势，截至发稿，首都机场(00694)涨4.49%，报2.79港元；东方航空(00670)涨3.43%，报5.12港元；中国国航(00753)涨2.82%，报6.92港元；南方航空(01055)涨2.15%，报5.69港元。　　国泰海通发布研报称，航空自9月进入传统淡季，公商需求是影响票价核心力量。9-10月受益于暑运压制性公商需求的集中释放，票价同比转升。11 月受会展较少而公商客流同比微降，票价同比升幅略有收窄。12月或受益年底拜访与团建等增加，公商客流占比有所回升，上旬国内裸票价同比微降，国内含油票价同比仍保持上升；考虑2024年同期收益管理改善，全月票价同比升幅或继续收窄。该行预计2025Q4将继续大幅减亏，全年将扭亏。　　信达证券表示，2025年初至今，行业客座率高位持续，国内外航线出行两旺。淡季不淡，客座率高位、票价有所回正，该行认为航司单位座收或显著修复。2025年1-11月，除国航、吉祥国内线运力同比有所下降，其余航司国内线运力同比均略有增长；客座率持续高位，三大航国内线客座率同比增幅明显；除吉祥外，各航司国内线周转量同比均有增长，其中春秋、东航增速达到8.4%、5.9%，其余航司增速均在5%以内。　　

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Institutions expect airlines to continue to significantly reduce losses in the fourth quarter. Unit revenue may recover significantly","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"00753":1},"content_text":"智通财经APP获悉，航空股延续增长趋势，截至发稿，首都机场(00694)涨4.49%，报2.79港元；东方航空(00670)涨3.43%，报5.12港元；中国国航(00753)涨2.82%，报6.92港元；南方航空(01055)涨2.15%，报5.69港元。\r\n\r\n　　国泰海通发布研报称，航空自9月进入传统淡季，公商需求是影响票价核心力量。9-10月受益于暑运压制性公商需求的集中释放，票价同比转升。11 月受会展较少而公商客流同比微降，票价同比升幅略有收窄。12月或受益年底拜访与团建等增加，公商客流占比有所回升，上旬国内裸票价同比微降，国内含油票价同比仍保持上升；考虑2024年同期收益管理改善，全月票价同比升幅或继续收窄。该行预计2025Q4将继续大幅减亏，全年将扭亏。\r\n\r\n　　信达证券表示，2025年初至今，行业客座率高位持续，国内外航线出行两旺。淡季不淡，客座率高位、票价有所回正，该行认为航司单位座收或显著修复。2025年1-11月，除国航、吉祥国内线运力同比有所下降，其余航司国内线运力同比均略有增长；客座率持续高位，三大航国内线客座率同比增幅明显；除吉祥外，各航司国内线周转量同比均有增长，其中春秋、东航增速达到8.4%、5.9%，其余航司增速均在5%以内。","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"}}}