国泰海通：地缘油价逆向时机战略布局航空超级周期

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智通财经APP获悉，国泰海通发布研报称，航司燃油成本占比约35%，静态测算盈利影响巨大，提示实际影响取决于供需。中国航空供给已进入低增时代，需求将充分受益提振消费，供需继续向好将保障油价影响小于担忧。国内航线，将加征燃油附加费并较大比例覆盖油价上涨，供需继续向好将助力实际传导。国际航线，由于中东战事显著影响迪拜/多哈等亚欧国际枢纽运行，中欧航线受益国内中转回流与国际中转新增而票价大涨，将进一步对冲...

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国泰海通：地缘油价逆向时机 战略布局航空超级周期

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国泰海通：地缘油价逆向时机战略布局航空超级周期