智通财经APP获悉,航空股早盘普跌,截至发稿,东方航空(00670)跌4.86%,报1.76港元;南方航空(01055)跌3.25%,报2.38港元;中国国航(00753)跌2.67%,报2.92港元;首都机场(00694)跌2.28%,报2.14港元。
花旗发表研究报告指,内地航空业在今年夏天出现量好价弱的特点。花旗提到,行业于亚洲区内的收益率亦面临挑战。三大航空公司在今年7月的运力调配较为保守,但出境运力恢复强劲。整体来说,业界在夏季的表现令人有点失望。此外,从次季业绩来看,商务旅游需求仍然疲弱,在面对运力增加的淡季可能无法支撑价格。
大华继显发布研究报告称,三大航空公司上半年仍录得亏损,中国南方航空为亏损指引下限,中国国航及中国东方航空中期亏损则处于指引中间值水平。该行预计,内地三大航空公司在近期燃油价格疲弱下应可在第三季转盈,但供应过多仍会是一个中期挑战,不利于航空公司资产负债表的修复。
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