金吾财讯 | 航空股尾盘普遍扬升，中国飞机租赁(01848)涨4.64%，中国国航(00753)涨3.53%，中国南航(01055)涨3.04%，中国东航(00670)涨2.55%。
海通国际表示，春运、暑运旺季国内供给、需求同比19年均大幅增长，刚性的出行需求带动航司量端稳定增长。今年以来国际航班进一步修复，随着国际关系缓和、出入境签证等政策逐步友好，该行预计24年国际航空出行需求将进一步回暖。短期，该行认为国庆假期等因私出行需求旺盛，国际线供需加速修复，但淡季商务出行平淡或拖累整体恢复进度，整体受制于经济，价格表现或受影响。长期看我国航空公司运力引进增速放缓确定性较高；出行信心持续修复，看好未来航空行业长期投资逻辑不变（即供需格局改善、票价市场化），静待经济回暖。该行预计24年航司盈利中枢有望抬升，关注航空板块投资机会。
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