智通财经APP获悉，航空股早盘普涨，截至发稿，美兰空港(00357)涨5.72%，报9.43港元；中国国航(00753)涨3.47%，报4.17港元；东方航空(00670)涨3.27%，报2.27港元；南方航空(01055)涨2.9%，报3.19港元。
消息面上，10月25日，据《央视》报道，今年以来，民航经济运行总体呈现“稳中有进、持续向好"极态势。数据显示，今年前三季，民航全行业共完成运输总周转量403.5亿吨公里、旅客运输量2亿人次及货邮运输量231.5万吨，同比19.8%、12.3%及19.4%，运输生产稳中有进。特别是暑运期间，民航月度运输总周转量及客货运规模等更连创历史新高。
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。另外，中国民航将开始执行2024年冬航季航班计划，国泰君安认为，新航季延续国内减班国际增班趋势，将继续保障供需恢复，改善宽体机错配问题。
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