金吾财讯 | 航空股整体向好，美兰空港(00357)涨4.53%，北京首都机场股份(00694)涨3.38%，中国国航(00753)涨1.32%，中国南航(01055)涨0.42%。消息面上，中邮证券表示，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%，正班客座率86.9%，同比提高5.4pct，民航旅客运输量、客座率均创历史单月最高值。因台风影响，中秋出行数据不可比，国庆假期出行预计整体平稳。近期油价显著下行，利好航空公司成本端压力缓解。国泰君安指，短途出行为主，叠加台风影响，航空市场呈现客流低谷。航司积极调减合并航班，有效稳定客座率与票价。节后国庆假期预售继续加速，OTA机票搜索量同比增长一成，预售量同比增幅继续提升。航空供需恢复中，预计淡季需求仍具韧性，国际增班将继续驱动供需恢复。待供需恢复，盈利中枢上升可期。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.