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中金:航空板塊處於估值低位 行業供需改善或超預期
中金髮布研報稱,航空板塊是受疫情負面影響最大的板塊之一,也將成為疫情恢復投資主線下的受益板塊。當前,受國內疫情反覆影響,板塊估值仍處於低位。國內疫情雖反覆,但需求仍波動向上;國際線嚴格執行“五個一”政策,但疫苗接種持續進行,加強針、新冠特效藥研發等也在不斷推進。預計2022、2023年行業供給或顯著低於疫情前,但國內線需求或好於疫情前,行業有望產生較大供需差,提升航司盈利能力。
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