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尽管受到能源冲击,中国国航第一季度仍恢复盈利;香港股市下跌3%。

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-- 中国国航(港交所代码:0753)第一季度扭亏为盈,这可能表明尽管受到全球能源冲击,航空业仍展现出韧性。 根据周四提交给香港交易所的披露信息,中国国航第一季度归属于母公司股东的净利润为17.1亿元人民币,而去年同期亏损20.4亿元人民币。 每股收益为0.10元人民币,而去年同期每股亏损0.12元人民币。 彭博社周四另行报道称,盈利反弹表明中国航空业展现出韧性,尤其是在其从燃油冲击中复苏之际。 这一增长也符合美国银行证券的预期。 另外两家主要航空公司,中国南方航空(港交所代码:1055,沪港通代码:600029)和中国东方航空(港交所代码:0670,沪通代码:600115)也实现了第一季度扭亏为盈。报告称,中国国航的复苏也可能意味着它将与其他亚洲大型航空公司,例如新加坡航空(SGX:C6L)和国泰航空(HKG:0293)达成合作。 然而,路透社援引汇丰银行(HKG:0005)的话说,由于中国旅客对价格更为敏感,以及燃油成本高企难以转嫁给乘客,中国国航及其国有控股的同行可能面临“不利局面”。 该航空公司营收同比增长11%,从400亿元人民币增至445亿元人民币。 路透社另行报道称,该季度客运运力增长7.6%,达到95.2可用座位公里。这一增长可能归因于春节期间的需求。 本季度旅客吞吐量增长10%至4210万人次,其中国内旅客吞吐量增长10%至3580万人次,国际旅客吞吐量增长12%至490万人次,区域旅客吞吐量增长18%至130万人次。 本季度货物及邮件吞吐量增长4.3%至362995.4吨,货运能力增长3.6%至34.8亿吨公里。 路透社援引美国银行的数据称,中国国际航空公司的运力在夏季可能同比增长13%,相当于2019年同期水平的91%。 周四下午交易时段,香港股市下跌3%。

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