智通财经APP获悉，航空股延续近期上涨，截至发稿，中国国航(00753)涨3.3%，报4.38港元；南方航空(01055)涨3.3%，报3.44港元；美兰空港(00357)涨2.96%，报9.39港元；东方航空(00670)涨0.45%，报2.25港元。
消息面上，中国国航发布2024年第三季度报告，公司前三季度实现营业收入1281.5亿元，同比增加21.50%；实现归属于上市公司股东的净利润13.62亿元，同比增加72.06%。其中，第三季度实现营业收入486.3亿元，同比增加6.03%；实现归属于上市公司股东的净利润41.44亿元，同比减少2.31%，相比第二季度亏损11.08亿明显改善。
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。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。
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