智通财经APP获悉，航空股午后走高，截至发稿，美兰空港(00357)涨15.23%，报9.91港元；首都机场(00694)涨7.88%，报3.56港元；南方航空(01055)涨7.69%，报3.64港元；东方航空(00670)涨7.26%，报2.51港元；中国国航(00753)涨4.48%，报4.43港元。
消息面上，根据交通运输部公众号信息，10月1日、10月2日、10月3日、10月4日，民航客运量分别为238.4、230.6、219、220.8万人次，较2023年同期分别增长11.6%、11.7%、12.5%、16.7%，较2019年同期分别增长37.8%、20.1%、16.7%、16.9%。西部证券指出，国庆假期航空业客运量保持较好增长，判断航空股处于长周期底部。
华泰证券指出，航空作为典型顺周期品种，市场风格及油价汇率外生变量或将催化板块股价。同时行业供给增速放缓趋势有望持续，我们认为民航供需改善将进一步兑现。机场方面，扣点率降低，免税业务承压，板块股价弹性或受到抑制，仍需观察国际线流量及免税客单价恢复情况，自身盈利存在边际改善个股或更具吸引力。
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