智通财经APP获悉，航空股延续近期反弹，截至发稿，中国国航(00753)涨4.91%，报3.42港元；南方航空(01055)涨4.42%，报2.6港元；东方航空(00670)涨3.39%，报1.83港元；首都机场(00694)涨1.5%，报2.7港元。
消息面上，9月25日盘中，离岸人民币对美元汇率最高触及6.9952，重新回到“6”字头，为2023年5月份以来首次。中泰证券此前指出，人民币汇率的持续走强有望缓解航司的汇兑压力；预计即将到来的国庆小长假仍有望迎来供需两旺的格局。
银河证券指出，2024年暑运收官，从暑运表现来看，民航出行呈现出旺季“供需两旺”，运力投放及旅客量较2019年进一步同比增长，符合此前预期；但疫后消费结构变化及当前国际航线缓慢恢复的局面，仍对票价水平形成一定程度的压制，板块仍位于底部位置。该行认为，2024年，伴随后疫情时代民航出行需求持续修复，叠加国际线免签利好政策频出，国际线增班逻辑进一步强化，行业需求端有望加快释放。供需格局优化叠加油汇价格改善，几重因素边际改善下，年内航司有望实现扭亏为盈。
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