港股异动 | 首都机场(00694)再跌近7% 股东会接近全票通过不派息议案 大摩指业绩估值双重承压

智通财经
Jun 22

智通财经APP获悉,首都机场(00694)再跌近7%,股价创近十五年新低,截至发稿,跌5.03%,报1.51港元,成交额1475.45万港元。

消息面上,6月17日,首都机场召开2025年度股东会,审议并通过了“不派息”的利润分配方案。该方案获得3,469,678,537股赞成,占投票总数约99.99%,以绝对优势获得通过。主要由于未弥补亏损达法定比例,且需要保留利润用于弥补历史亏损和维持公司正常运营。

大摩近期发布研报称,对机场股仍持审慎态度,因为燃油成本上升拖累客运量增长,而免税业务的改善需要时间。该行认为,如果没有新增航班时段,首都机场将面临盈利压力;被剔除出港股通名单可能也将继续对首都机场估值构成压力。重申对首都机场“减持”评级,目标价由2.4港元大削至1.4港元。

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