小摩：中美贸易战下航空股面临重大挑战首选春秋航空(601021.SH)

智通财经2025-04-14

智通财经APP获悉，摩根大通发布研报称，中美贸易战下航空股面临重大挑战，由于中国对美国进口商品征收125%的关税，将导致航空公司维护成本和新飞机交付成本上升，当中预期中国国航(00753)和中国南方航空股份(01055)将受到最严重的冲击，因为其机队中波音飞机占比较高，亦因为美国对中国进口商品征收145%的关税及取消免税门槛，打击中国航空公司的货运业务，预料国泰航空(00293)和南航将首当其冲。...

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小摩：中美贸易战下航空股面临重大挑战 首选春秋航空(601021.SH)

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小摩：中美贸易战下航空股面临重大挑战首选春秋航空(601021.SH)