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A股異動 | 航空股普跌 瑞信稱國際運力短期僅微弱改善 下調三大航空股目標價
格隆匯11月24日丨A股中信海直、白雲機場跌2%,中國東航、春秋航空、中國國航、南方航空等股跌1%;港股中國國航、中國南航均跌2%,中國東航跌1%。瑞信指,國內運力的恢復很大程度上取決於疫情和地方政策的實施,預計流量將從目前25%的疫情前水平,在明年第二季恢復至疫情前水平70%,然後在明年底全恢復。國際運力在短期內可能僅有微弱的改善,出境旅遊可能在明年下半年才回升。另將南航及東航評級由“跑贏大市”降至“中性”,國航維持“中性”評級,將國航由6.4港元降至5.5港元,東航由3.7港元降至2.8港元,南航由5.5港元降至4.1港元。

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