港股异动 | 航空股全线反弹 航司积极应对油价压力 机构指预计实际盈利影响小于市场担忧

智通财经
Yesterday

智通财经APP获悉,航空股全线反弹,截至发稿,东方航空(00670)涨6.69%,报3.67港元;中国国航(00753)涨4.54%,报4.84港元;南方航空(01055)涨3.81%,报4.09港元;国泰航空(00293)涨2.08%,报12.27港元。

消息面上,国际油价高企亦带动航空燃油价格,航空公司正采取多重策略应对。据悉,国泰航空将30%燃油做套期保值、东方航空公告拟开展航油套保业务,美联航宣布削减5%运力、暂停低效航线。国泰海通证券发布研报称,中东局势致地缘油价风险,预计实际盈利影响小于市场担忧,将提供难得的逆向时机,建议积极布局增持航空。

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