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興業證券:航空板塊景氣度改善趨勢仍在持續

興業證券8月21日研報表示,根據已經公佈的上市航企數據,7月五家航司投入運力合計環比+16.7%,國航、南航、東航、春秋、吉祥ASK環比分別+15.7%、+17.5%、+15.9%、+22.7%、+16.8%。受暑運旺季影響,各上市公司客座率基本持平2019年同期,其中南航、東航、春秋的整體客座率已超19年同期,暑運盈利彈性有望顯現。中長期維度民航業供給收緊仍在延續,伴隨需求不斷增長以及國際航線恢復消化運力,航空板塊景氣度改善趨勢仍在持續。

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