香港航空综合体美兰空港集团(00357)股价今日盘中大涨5.46%。这是由于2025年春运的旅客出行需求旺盛,航空运力供给同步增长,加上市场看好航空业全面复苏带动相关板块走强。
从消息面上看,2025年春运正式拉开帷幕,各大航空公司都加大了航班投放。据民航局预计,2025年民航春运客运量将突破9000万人次,再创历史新高。国航和南航已分别安排超过7万和12万航班,应对春运旺盛需求。同时机票预订量也持续高涨,预售旺季效应显现。
另一方面,投资机构近期频频给予航空股乐观评级,对行业复苏前景充满期待。国泰君安预计2025年航空运力供需恢复趋势确定,春运有望催化乐观预期,票价市场化背景下盈利能力提升。而另有报告指出,摩根士丹利上调国内包括国航、南航、东航等航空公司A股及H股评级。
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