部分航空股发力中国南航(01055)涨3.46% 机构指今年航司盈利中枢有望抬升

金吾财讯06-04

金吾财讯 | 部分航空股发力，中国南航(01055)涨3.46%，中国国航(00753)涨2.68%，中国东航(00670)涨2.29%，北京首都机场股份(00694)涨2.24%。海通证券研报指出，短期，淡季商务出行平淡或拖累整体恢复进度。长期看我国航空公司运力引进增速放缓确定性较高；出行信心持续修复，看好未来航空行业长期投资逻辑不变（即供需格局改善、票价市场化）。预计2024年航司盈利中枢有望抬升，关注航空板块投资机会。

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部分航空股发力 中国南航(01055)涨3.46% 机构指今年航司盈利中枢有望抬升

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部分航空股发力中国南航(01055)涨3.46% 机构指今年航司盈利中枢有望抬升