港股异动 | 航空股全线走低 机构指6月裸票价同比转负 7月国内燃油附加费最高或下调40元

智通财经
Jun 23

智通财经APP获悉,航空股全线走低,截至发稿,东方航空(00670)跌5.26%,报3.24港元;南方航空(01055)跌5.56%,报3.4港元;中国国航(00753)跌5%,报4.18港元;国泰航空(00293)跌1.01%,报11.82港元。

消息面上,6月18日,国家发展改革委对外宣布,汽油、柴油零售限价每吨将分别下调515元、495元。油价下调,燃油附加费或将联动调整。航班管家DAST预测,2026年7月国内航线燃油附加费预计将分别下调20元和40元。

华泰证券发布研报称,6月行业淡季,航司收益水平有所回落,根据航班管家数据,6月第二周国内线含油票价同增16.1%,我们测算裸票价同比转负至约-3%。不过6月11日之后,国际油价快速回落,7月我国航煤出厂价有望进一步下降,减轻航司成本和运营压力,往后关注7月旺季预售数据。

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