航空股集体走高美兰空港(00357)涨5.21% 机构指暑运开启民航出行继续呈现“供需两旺”

金吾资讯07-11

金吾财讯 | 航空股集体走高，美兰空港(00357)涨5.21%，北京首都机场股份(00694)涨2.99%，中国东航(00670)涨2.46%，中国国航(00753)涨2.24%，中国南航(01055)涨2.01%。银河证券研报指出，2024年暑运开启，民航出行继续呈现旺季“供需两旺”，运力投放及旅客量较2019年进一步同比增长，符合此前预期；但疫后消费结构变化及当前国际航线缓慢恢复的局面，仍对...

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Institutions pointed out that the summer vacation started and civil aviation travel continued to show \"booming supply and demand\"","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"00357":1},"content_text":"金吾财讯 | 航空股集体走高，美兰空港(00357)涨5.21%，北京首都机场股份(00694)涨2.99%，中国东航(00670)涨2.46%，中国国航(00753)涨2.24%，中国南航(01055)涨2.01%。银河证券研报指出，2024年暑运开启，民航出行继续呈现旺季“供需两旺”，运力投放及旅客量较2019年进一步同比增长，符合此前预期；但疫后消费结构变化及当前国际航线缓慢恢复的局面，仍对票价水平形成一定程度的压制，板块仍位于底部位置。银河证券认为，2024年，伴随后疫情时代民航出行需求持续修复，叠加国际线免签利好政策频出，国际线增班逻辑进一步强化，行业需求端有望加快释放。供需格局优化叠加油汇价格改善，几重因素边际改善下，年内航司有望实现扭亏为盈。后续板块具备从阶段性偏左侧位置进一步向上的动力。","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"movement","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.25.1","shortVersion":"4.25.1","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2450079788"}

航空股集体走高 美兰空港(00357)涨5.21% 机构指暑运开启 民航出行继续呈现“供需两旺”

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航空股集体走高美兰空港(00357)涨5.21% 机构指暑运开启民航出行继续呈现“供需两旺”