美兰空港(00357)今日股价大涨5.16%,引发市场广泛关注。数据显示,2024年8月国内民航运输量创历史新高,正班客座率也创单月新高。同时国际油价大幅下跌,有效缓解了航空公司的运营成本压力。
行业分析人士指出,8月份民航旅客运输量同比增长14%,且过去一个月客座率高达86.9%,显示国内航空旅行需求依然强劲。下半年传统旅游旺季持续,加上油价持续下跌,预计将进一步刺激航空运输需求,利好航空公司业绩。
国庆假期临近,机构预计国庆出行整体平稳,有望为航空公司带来一波客流高峰。行业利好因素叠加,市场对航空股未来表现抱有较高预期,因此航空股集体上涨,美兰空港作为国内领先的机场运营商,股价表现尤为抢眼。
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