智通财经APP获悉，航空股早盘普跌，截至发稿，中国国航(00753)跌3.45%，报3.08港元；南方航空(01055)跌3.04%，报2.55港元；东方航空(00670)跌2.01%，报1.95港元；首都机场(00694)跌1.36%，报2.17港元。
国泰君安指出，暑运客流高峰持续至8月底，9月进入传统淡季，量价均明显回落，其中客流仍较2019年正增长。提示中秋短假因私短途出行为主而公商务缺失，对航空市场将是淡季小低谷。2024年航空市场供需恢复中，航空需求呈现淡旺季明显特征，春运暑运需求旺盛，预计淡季需求仍具韧性。
海通证券认为，短期来看，暑运旺季等因私出行需求旺盛，国际线供需加速修复，但淡季商务出行平淡或拖累整体恢复进度。长期来看，我国航空公司运力引进增速放缓确定性较高；出行信心持续修复，看好未来航空行业长期投资逻辑不变(即供需格局改善、票价市场化)，静待经济回暖。
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