港A兩市航空股走高,吉祥航空(603885.SH)一度觸及漲停
格隆匯12月29日丨港A兩市航空股逆勢走高,港股中,中國國航漲超2%,南航、東航漲超1%;

A股中,吉祥航空盤中一度觸及漲停,南方航空、華夏航空、中國東航、中信海直漲超5%,中國國航漲超4%。

全球知名航空數據和分析公司Cirium預計,全球航空運力的反彈應該會在明年下半年加速,但跨大西洋的運量可能要到2023年才能恢復至新冠疫情前的水平。此外,由於勞動力成本上升和環境問題得到有效處理,明年機票價格有望大幅上漲。
國金證券亦指,航空機場板塊是疫情可控下的需求復甦主線。因海外疫情仍比較嚴峻,為控制境外疫情輸入,我國仍採用“五個一”、“熔斷”等政策控制國際航班數量,隨着疫苗研發推進以及普及,出入境限制政策有望放開,疫情壓制的航空出行需求將釋放,2022年底國際和地區航線逐步恢復,港澳地區航線有望率先開放。隨着疫苗接種普及,特效藥逐步研發,疫情影響有望消減,抑制的航空出行需求將得到釋放,航空機場板塊成為疫情可控下的需求復甦主線。
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