港股三大航空股集体上涨，其中，中国国航涨约2%，中国南方航空涨1.6%，中国东方航空涨超1%。 责任编辑：栎树 | 代码 | 名称 | 最新价 涨跌幅 v | | --- | --- | --- | | 00753 | 中国国航 | 5.290 1.93% | | 01055 | 中国南方航空股 | 3.840 1.59% | | 00670 | 中国东方航空股 | 2.970 1.02% | 消息上，高盛研究报告指，内地航空业次季强劲反弹，但该行认为暑假表现未如理想，国内航空需求仍 然疲弱。展望未来，考虑到航空公司已进一步减慢增购机队，且预测2025至27年净需求增长率为3%、 1%及1%，该行认为国际机票价格的按年跌幅将显著收窄，国内机票价格亦有机会自9月起改善。另一 方面，油价下跌亦将对航空公司的盈利有正面影响。 股份方面，该行看好中国国航，因其在盈利较高的航线中占比较高，若票价上升将成为最大受惠者；国 航H股目标价由6.5港元上调至7.3港元，国航A股目标价由8.6元上调至9.6元，评级"买入"。该行将中国 东方航空股份H股目标价由3.3港元上调至3.7港元，东航A股目标价由4.6元上调至5.1元，均 ...

Group 1 - The three major Hong Kong airline stocks, including Air China, China Southern Airlines, and China Eastern Airlines, experienced collective gains, with Air China rising approximately 2%, China Southern Airlines increasing by 1.6%, and China Eastern Airlines up over 1% [1] - Goldman Sachs reported a strong rebound in the mainland aviation industry for the second quarter, but noted that summer performance was not ideal, with domestic air travel demand remaining weak [1] - The firm predicts a significant narrowing of the year-on-year decline in international ticket prices, while domestic ticket prices may improve starting in September [1] Group 2 - Air China's passenger turnover increased by 3.2% year-on-year in August, indicating a gradual recovery in profitability [2] - China Southern Airlines reported an increase in passenger turnover of 5.97% year-on-year and a cargo turnover increase of 5.48% in August [2] - China Eastern Airlines saw an 8.72% year-on-year increase in passenger turnover in August and plans to hold a joint mid-term performance briefing on September 12 [2]