金吾财讯 | 摩根士丹利发研报指，中国国航(00753)发盈警料去年净亏损1.6亿至2.4亿元人民币，略低于该行预期的4.89亿元人民币亏损。撇除外汇影响后，该行料国航去年将实现盈利，而第四季净亏损介乎7亿至8亿元人民币，较2023年第四季净亏损24亿元人民币大幅收窄，主要由于利用率改善及低油价。该行认为，国航业绩符合预期，料中国航空业去年接近收支平衡水平，今明两年毛利有望进一步改善。该行予国航评级“增持”，目标价7.61港元。
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