智通财经APP获悉，航空股集体上涨，截至发稿，首都机场(00694)涨7.59%，报2.55港元；美兰空港(00357)涨6.72%，报6.83港元；南方航空(01055)涨2.95%，报2.44港元；中国国航(00753)涨2.97%，报3.12港元；东方航空(00670)涨1.73%，报1.76港元。
消息面上，民航局披露2024年8月行业运营数据，2024年8月民航旅客运输量7293万人次，同比增长14.0%，其中国内航线5998万人次，同比增长5.8%，国际航线旅客运输量647万人次，同比增长77.6%。值得一提的是，8月民航旅客运输量、客座率均创历史单月最高值。另外，各航司披露2024年8月运营数据，从总量数据看，各航司运力投放及业务量均同比实现一定增长，三大航客座率大幅提升。
中邮证券指出，从结构上看，2024年国际航线同比明显修复，各航司运力由国内航线转移至国际航线，国内线运力投放同比基本持平，客座率整体明显提升，国际航线运力投放大幅增长，客座率整体亦有所修复。该行认为，尽管当下公商务需求复苏还需时间，但随着经济逐步恢复，民航供需关系有望不断改善，抬升行业盈利水平。
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