国泰海通：国家发改委调控航油压力地缘油价不改航空超级周期长逻辑

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智通财经APP获悉，国泰海通发布研报称，随着近期中东局势升级与霍尔木兹海峡通行受阻，3月初国际原油价格大涨。4月国家发改委对国内航油出厂价亦采取调控，估算实际上调幅度亦较公式计算压降超千元，虽同比上涨超七成，但油价压力显著小于海外航司，且保障供应，将助力中国航司国际航线竞争力显著提升。国家发改委调控航油压力，地缘油价不改航空超级周期长逻辑，建议把握难得的逆向时机。国泰海通主要观点如下：国家发改委...

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国泰海通：国家发改委调控航油压力 地缘油价不改航空超级周期长逻辑

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国泰海通：国家发改委调控航油压力地缘油价不改航空超级周期长逻辑