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航空股集体走高 未来两年航空需求复苏确定性高
格隆汇 03-26 09:52
格隆汇3月26日丨航空股集体走高,A股方面,东方航空涨超6%,中国国航、南方航空涨超4%,华夏航空、吉祥航空等跟涨。港股航空股走强,中国南方航空股份、中国东方航空股份涨超4%,中国国航涨超3%。中金公司此前发布研报称,交通运输2020年受疫情影响较大,随着各国疫苗接种持续推进,全球有望加快复苏,或将迎来较好投资机遇。航空机场板块,2020一季度受春运就地过年政策影响,业绩仍承压,但市场已有预期。往后看,预计国际线需求下半年或有所恢复,未来两年航空需求复苏确定性高,当前估值仍然较低,若航空股在一季报后有所回调,则板块或将有更好的介入时点。

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