航空股全线飘红中国国航(00753)涨近3% 机构指供需优化等因素下航司有望迎来量价齐升局面_老虎社区_美港股上老虎

航空股全线飘红中国国航(00753)涨近3% 机构指供需优化等因素下航司有望迎来量价齐升局面

金吾财讯02-26

金吾财讯 | 航空股全线飘红，中国国航(00753)涨2.9%，中国南航(01055)涨1.7%，中国东航(00670)涨1.55%，美兰空港(00357)涨1.51%。银河证券研报表示，进入2025年，伴随国际航班加速增班趋势延续，叠加“924”一揽子政策出台后内需提振，2025年民航出行需求有望进一步释放。供需格局优化叠加油汇价格向好，几重因素边际改善下，票价市场化空间进一步打开，航司有望迎来量价齐升局面，盈利水平或进一步增厚。

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