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《大行報告》瑞信:內地放鬆入境防疫措施 增強市場對中資航空股投資情緒
就中國國務院聯防聯控機制發布進一步優化新冠肺炎疫情防控措施科學精準做好防控工作的通知。其中,取消入境航班熔斷機制,並將登機前48小時內2次核酸檢測陰性證明,調整為登機前48小時內1次核酸檢測陰性證明。另外,對入境人員,將「7天集中隔離+3天居家健康監測」調整為「5天集中隔離+3天居家隔離」 瑞信發表報告表示,對中國進一步放鬆防疫入境限制的措施看法正面。雖然新冠疫情蔓延和即將到來的冬季,該行認為中國航空行業短期復甦的不確定性仍然存在,但對中長期於內地交通復甦保持樂觀,並預計下一個飛行季節(2023年3月下旬)國際航班會取得更多進展。 該行表示,雖然在內地航空市場客流量較低的環境下,航空公司短期成本壓力可能會持續存在,但認為市場將目光放遠,料任何進一步的放鬆防疫措施均有助改善和增強市場情緒。(wl/u) ~
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