研報掘金丨羣益證券(香港):南方航空當前估值較低,給與“買進”投資建議
羣益證券(香港)研報指出,南方航空(600029.SH)構建以廣州、北京為樞紐的航空網絡,客運量長期處於業內領先水平。2024年公司經營態勢穩固回升,一季度率先實現扣非後淨利潤扭虧為盈,盈利水平優於國航、東航。展望未來,隨着國際航線進一步復甦,飛機日利用率將持續提升,公司盈利彈性將得到釋放。考慮到公司當前估值較低,給與“買進”的投資建議。
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