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港A兩市航空股走高 限折令持續發力 多家券商唱多
格隆匯3月17日丨港A兩市航空股走高,港股方面,中國國航升超4%,中國南方航空升超3%,中國東方航空、國泰航空升超2%;A股方面,中國國航升超4%,南方航空升超3%,海航控股、中國東航升超2%。國信證券發佈研究報吿稱,2023年夏秋換季即將到來,伴隨着國內線航班量管控的有序放開以及國際航線的持續增班,該行認為民航客流有望進一步回升,供給壓力逐步被消化,疊加限折令的持續發力,價格表現有望持續亮眼。首創證券發佈研究報吿稱,3月底換季後國際航班量將加速修復,國內供給將從松趨緊,票價上升趨勢有望持續向好。


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