智通财经APP获悉，航空股继续走高，截至发稿，中国国航(00753)涨10.56%，报3.98港元；南方航空(01055)涨7.66%，报2.95港元；东方航空(00670)涨7.29%，报2.06港元；首都航空(00694)涨2.89%，报2.85港元。
消息面上，航空行业迎来多重利好消息。人民币兑美元中间价报7.0101，上调253点，刷新逾16个月新高；传欧佩克+将继续推进增产计划；利比亚冲突双方签署协议以结束央行危机，市场对利比亚供应受扰的担忧有所缓解。此外，十一国庆旅游市场依然火爆，截至9月24日，国庆假期国内航线机票预订量超730万张，假期间日均预订量比去年同期增长约17%。
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。银河证券则表示，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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