智通财经APP获悉，南方航空(01055)现跌超4%，截至发稿，跌4.13%，报3.71港元，成交额2877万港元。
消息面上，南方航空公告，预计2024年亏损12.5-18.7亿元，较2023年实现减亏。期内，国内经济持续呈现回升向好态势，民航行业复苏步伐加快。但受国际市场恢复相对缓慢，全球供应链不畅导致飞机航材等价格大幅上涨以及人民币贬值等多重因素影响，公司经营压力依然巨大。
国泰君安指出，估算第四季度亏损32-38亿元，汇兑损失与票价下降导致业绩低于预期，剔除汇兑第四季度主业同比继续大幅减亏。2024下半年收益策略或偏谨慎，2025年票价修复已是行业共识。此外，广州北京双枢纽建设是南航重大战略，长期影响巨大。南航作为北京大兴机场最大主基地航司，将受益时刻分配新政。
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