港股異動 | 航空股普漲 東方航空(0670.HK)升逾4%領漲
格隆匯12月30日丨港股市場航空股普漲,截至午間收盤,中國東方航空(0670.HK)升4.27%領漲,中國南航漲3%,中國國航、美蘭空港漲逾2%,國泰航空、北京首都機場跟漲。離岸和在岸人民幣目前已升破7.0關口,人民幣升值,航空股受益。此外,自2020年1月1日起,東航、國航等多家航空公司京滬航線經濟艙全價票價格再次調整,上漲至1630元,而目前京滬線全價票為1480元。招商證券指出,民航局11月26日擴大航線市場價調節範圍,三大航對京滬線上調幅度約為9.5%。另外,波音將於明年1月暫時停產737max,明年窄體機供給將明顯減少。當前航空PB估值處於歷史底部,多重因素利好,航空股的春天即將來臨。大和亦指,在宏觀經濟不太悲觀及人民幣匯率改善下,預期明年客運需求量會回升。
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