智通财经APP获悉，航空股早盘走低，截至发稿，美兰空港(00357)跌7.46%，报8.81港元；中国国航(00753)跌4.27%，报4.48港元；南方航空(01055)跌3.37%，报3.44港元；东方航空(00670)跌1.67%，报2.35港元。
大华继显此前表示，三大航在强劲季节因素的第三季转亏为盈，但其核心表现仍略低于预期，期内核心营业利润同比下降19%至29%。该行表示，三大航空公司表现未如理想是由于成本略高于预期，加上收益率回落。由于航空业运力过剩，加上主要航空公司的资产负债表疲弱，因此维持行业“减持”评级。
美银证券发布研报称，中国航司在2024年第三季度恢复盈利，趋势略好于该行预期。预计中国航司将因季节性需求放缓而在2024年第四季度平均录得净亏损，预计第四季度单位收入将同比下降7%，单位成本因燃油价格下降和运力增加而同比下降10%。该行对三大航持负面态度。预计到2025年的利润复苏幅度较小，国内市场的定价能力难以提升，国际市场还面临额外的定价压力。
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