港股概念追踪|全球航空客运量持续复苏高盛看好商业航空市场（附概念股）

智通财经2025-03-04

智通财经APP获悉，高盛近日发布研报指出，整个商业航空市场的基本面依然强劲——航空客运量持续复苏，新飞机订单活动强劲，航空公司远期运力将迎来增长。高盛表示，1月全球航空客运量同比增长10%；当月全球航空公司客座率为82%(表明市场需求旺盛)，高于上年同期的80%。不过，停放飞机(指暂时停放而未投入运营的飞机)占机队总数的比例为12.0%，环比增长10个基点，这表明市场需求仍有增长空间。高盛指出，...

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港股概念追踪|全球航空客运量持续复苏 高盛看好商业航空市场（附概念股）

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港股概念追踪|全球航空客运量持续复苏高盛看好商业航空市场（附概念股）