港股异动 | 航空股全线走强 美伊达成协议油价大跌 供需向好航司旺季经营有望改善

智通财经网
3 hours ago

智通财经APP获悉,航空股全线走强,截至发稿,中国国航(00753)涨9.91%,报4.88港元;东方航空(00670)涨8.77%,报3.72港元;南方航空(01055)涨8.86%,报3.93港元;国泰航空(00293)涨4.55%,报12.4港元。

消息面上,6月15日,国际油价直线大跌,WTI原油日内跌超5%,报80.508美元/桶;布伦特原油期货跌超4%,报83.506美元/桶。美国总统特朗普当地时间6月14日宣布,与伊朗的和平协议已正式达成,霍尔木兹海峡已开放。伊朗最高国家安全委员会当天凌晨发表声明,正式确认伊美停战谅解备忘录达成。巴基斯坦总理夏巴兹15日在社交媒体发文说,美国与伊朗已达成和平协议,正式签约仪式将于19日在瑞士举行。

国泰海通证券指出,考虑高考后国内供需改善,预计6月航司国内航线经营压力将较5月开始改善,国际航线有望继续受益中欧票价大涨而保持盈利,并为国航等提供超越行业油价对冲能力。2026Q1航司盈利行业性同比明显改善,反映供需已恢复良好;Q2淡季油价阶段性压力凸显,提价减班,经营承压;Q3暑运亲子出游需求具有刚性,供需向好与油价回落将保障旺季经营显著改善。

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