东北证券：暑期复苏预期落空致航空板块再次触底 关注出行数据回暖的新机会
东北证券：暑期复苏预期落空致航空板块再次触底 关注出行数据回暖的新机会
智通财经APP获悉，东北证券发布研究报告称，随着此轮暑期预期落空，航空板块再度跌入底部。但值得关注个股超跌后，伴随着新预期形成与出行数据回暖所带来的投资机会。7月上旬，暑运航空客运市场符合预期，客运量同比较2019年小幅上行。但下旬受台风、暴雨及疫情的多重因素影响，部分机场航班取消率达五成以上，防疫政策从严使得暑运旅游出行需求锐减。8月17日，航空公司公布7月主要运营数据如下：
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