金吾财讯 | 航空股集体走强，美兰空港(00357)涨16.74%，中国东方航空股份(00670)涨11.68%，中国南方航空股份(01055)涨10.65%，中国国航(00753)涨10.38%，北京首都机场股份(00694)涨7.88%。国泰君安表示，十一假期客流再创新高，客流相对分散，票价同比下降，儿童旅客占比同比稳定，老年旅客占比提升，客座率高企。2023-24年航空供需逐步恢复中，2023年机队周转逐步恢复，2024年客座率基本恢复，2025年期待收益与盈利表现。预计需求仍具韧性，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。预期处低位，油价中枢回落将助力旺季展现盈利超预期弹性，有望催化乐观预期。淡季逆向布局。
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