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港股異動 | 港股航空股逆市上漲 國泰航空漲1.5%
格隆匯1月25日丨受A股航空股大漲帶動,港股航空股逆勢走強,中國東方航空漲超2.5%,國泰航空漲超1.5%,中國國航漲近1.5%,中國南方航空漲超1%;A股中國國航、吉祥航空漲超4%,中國東航、白雲機場漲超3%,南方航空漲超2%。里昂發研報指,國泰2021財年下半年的純利約為18億至23億港元,超過該行預期。里昂將國泰的2021財年虧損預測,由126億港元收窄至61億港元,但維持2022財年的預測。目標價由7.2港元上調至7.3港元,維持“跑贏大市”評級。大摩發表研究報吿,指國泰航空(0293.HK)去年初步業績預吿淨虧損收窄至介於56億至61億港元,遠勝該行及市場預期去年虧損117億及198億港元,給予公司評級"增持“,定目標價7.6港元。另外,招商證券研報發研報指,目前國內零星疫情復發或為新常態,但新冠疫苗接種比例的提升以及國產特效藥物的推出可以有效緩解疫情對民航領域的衝擊,國內民航運輸需求將在曲折中復甦,中長期維度,供給端的縮減將使得航空板塊進入新一輪的上行週期。

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