2610 華航 - 股票

By Hamiltion
at 2020-09-08T05:18
at 2020-09-08T05:18
Table of Contents
抱緊處理
在疫情結束之前航空股無腦作多
疫情越慘 航空股越賺
八月航空貨運運價美西線漲幅20%-25%
九月航空貨運運價兩岸線漲幅30%-60%
美國疫情升溫,航空貨運承攬業者指出,華航已在4日下午通知,12日起運價調升20%~
25%,如果運價漲足,運紐約貨載每公斤將漲破3百台幣,重回三倍價,如果接續的9月旺
季夠旺,運價有望達到四倍價。
今年5月台灣運紐約貨載最高曾經創下五倍價,每公斤高達新台幣500元,美西線也有360
元,華航傳出第二季獲利上看20億元,估計將是全球極少數享有獲利的航空公司。目前台
灣運往洛杉磯每公斤運價在210到240元間,紐約在250到290元間。
https://www.chinatimes.com/newspapers/20200805000250-260204?chdtv
受華為供應商趕在美國新一輪禁令前搶運貨品,及大陸十一長假將至等多重因素影響,長
榮及華航均通知,兩岸航空貨運9月中將漲三到六成。
航空貨運承攬業者指出,長榮航空3日通知,本月15日台灣出口到大陸與港澳貨載,每公
斤運價將調升新台幣8~15元,華航4日傍晚也通知,16日起台灣出口到大陸與香港貨載每
公斤運價調高10~18元,調幅約在三到六成之間。
https://www.chinatimes.com/newspapers/20200905000112-260202?chdtv
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