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港股異動丨航空股多數逆勢上升 券商指國內需求內生增長+國際航線持續修復
格隆匯 03-19 10:19
港股航空股多數逆勢上升,中國南方航空升2.27%,中國東方航空升約2%,國泰航空升1.5%,中國國航小幅下跌。消息上,華創證券發佈研報稱,25年夏秋航季航班計劃出爐,國內客運時刻/航班量同比下降,運力約束下,有望減輕國內市場供給壓力,支撐國內收益水平;國際市場繼續穩步恢復。繼續推薦航空內需順週期方向優選板塊,供需關係有望持續改善,1)需求端仍具韌性:國內需求內生增長+國際航線持續修復;2)供給持續約束,未來航空業供給增速將放緩;3)航油成本在下降。(格隆匯)

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