智通财经APP获悉，航空股延续近期涨势，截至发稿，中国国航(00753)涨4.47%港元；南方航空(01055)涨2.84%，报4.34港元；东方航空(00670)涨2.18%，报2.81港元；中银航空租赁(02588)涨1.29%，报62.6港元。
消息面上，根据航班管家数据，11月29日-12月5日，国内机票价（撇除燃油附加费）周环比+2%，相比2023年-1%，相比2019年-13%；国内旅客量周环比-2%，相比2023年+10%，相比2019年+4%。11月以来国内裸票价及客流增速表现出现企稳迹象，本周裸票价跌幅进一步收窄。
国泰君安指出，近期国内裸票价保持同比上升，估算燃油缩减留存过半，反映供需恢复好于预期，预计淡季将同比大幅减亏。考虑近期国际油价下跌将滞后约两个月传导至国内，2025年一季度油价压力将继续改善。预计2025年春运前半段客流集中有助于航司积极收益管理，旺季或展现超预期盈利弹性，催化乐观预期。国信证券指出，近期民航票价同比降幅明显收窄，经营底部已过，我们认为未来民航供需缺口将持续缩小，航司盈利能力将持续修复。
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