智通财经APP获悉，航空股集体回暖，截至发稿，中国国航(00753)涨6.78%，报3.94港元；南方航空(01055)涨6.16%，报3.1港元；美兰空港(00357)涨5.49%，报7.88港元；东方航空(00670)涨3.98%，报2.09港元。
华泰证券表示，2024/2025冬春航季航班时刻计划表公布，客运航班每周12.70万班，同比-0.6%。由于民航供给收紧有望延续，运力有望进一步消化，且国内线供需结构或将优化，为收益水平回暖提供条件。
申万宏源指出，航空暑运旺季结束，出行需求仍具韧性。目前航空板块供需基本面正处在向好阶段，国内需求稳定增长，国际需求持续恢复，长期供需差确定性较高，油汇目前均处于高位且有较大下行空间，在相对乐观或景气度向上的宏观环境下，顺周期标的航空板块有望受益，本轮周期行情有望启动。
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