-- 中國國航(港交所代碼:0753)第一季轉虧為盈,這可能顯示儘管受到全球能源衝擊,航空業仍展現出韌性。 根據週四提交給香港交易所的披露信息,中國國航第一季歸屬於母公司股東的淨利潤為17.1億元人民幣,而去年同期虧損20.4億元人民幣。 每股收益為0.10元人民幣,去年同期每股虧損0.12元。 彭博社週四另行報道稱,獲利反彈顯示中國航空業展現出韌性,尤其是在其從燃油衝擊中復甦之際。 這一增長也符合美國銀行證券的預期。 另外兩家主要航空公司,中國南方航空(港交所代碼:1055,滬港通代碼:600029)和中國東方航空(港交所代碼:0670,滬通代碼:600115)也實現了第一季扭虧為盈。報告稱,中國國航的復甦也可能意味著它將與其他亞洲大型航空公司,例如新加坡航空(SGX:C6L)和國泰航空(HKG:0293)達成合作。 然而,路透社引述匯豐銀行(HKG:0005)的話說,由於中國旅客對價格更為敏感,以及燃油成本高企難以轉嫁給乘客,中國國航及其國有控股的同行可能面臨「不利局面」。 該航空公司營收年增11%,從400億元增至445億元。 路透社另行報道稱,該季度客運運力成長7.6%,達95.2可用座位公里。這一增長可能歸因於春節期間的需求。 本季旅客吞吐量成長10%至4,210萬人次,其中國內旅客吞吐量成長10%至3,580萬人次,國際旅客吞吐量成長12%至490萬人次,區域旅客吞吐量成長18%至130萬人次。 本季貨物及郵件吞吐量增加4.3%至362995.4噸,貨運量增加3.6%至34.8億噸公里。 路透社引述美國銀行的數據稱,中國國際航空公司的運能在夏季可能年增13%,相當於2019年同期水準的91%。 週四下午交易時段,香港股市下跌3%。
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