中国国航(00753)今日盘中大涨5.04%,引发市场广泛关注。消息面上,中国航空公司披露的11月份运营数据显示旅客运输量大幅增长,这可能是推动航空股受资金追捧的主要原因。
数据显示,11月中国国航及所属子公司合并旅客周转量(按收入客公里计)同比上升22%,航空运力投入和客座率也出现双位数增长。而中国东航和南方航空旗下公司的客运量及客座率亦均同比大幅上升。
值得一提的是,截至12月15日,全国航空公司今年已完成旅客运输量突破7亿人次,达到70048万人次,同比增长18.1%,创下历史新高。分析人士认为,航空出行需求持续强劲,预计将推动行业收入利润水平持续改善,这或是航空股受追捧的主要驱动力。
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