今日盘中,中国国航股价大涨5.18%,引发市场广泛关注。
消息面上,国内航空公司积极收益管理策略初现积极改变,上周国内票价环比明显上升。有行业分析指出,近期票价修复已成行业共识,国内供需旺盛,加上油价同比下降,预计航空公司持续大幅减亏。业内人士还预期春运供需乐观,积极收益管理将助力旺季业绩表现。
数据显示,11月行业客座率环比下降约2.7个百分点,但高于2019年同期水平。分析称,第四季度虽为传统航空淡季,但国内出行需求具韧性。航空板块供需基本面正处于向好阶段,国内需求稳定增长,国际需求持续恢复,且油汇具有较大下行空间,在乐观宏观环境下,顺周期行业航空板块有望受益。
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