金吾财讯 | 航空股再度走强，截至发稿，中国南方航空(01055)涨3.44%，中国国航(00753)涨3.19%，中国东方航空(00670)涨1.985，国泰航空(00293)涨0.93%。消息面上，国泰君安表示，2023-2024年中国航空业供需持续恢复中，航司持续减亏并阶段性印证票价与盈利中枢上升逻辑。展望2025年，供需继续恢复趋势确定，盈利中枢上升将开启。国际航空运输协会认为，全球航空业2025年客流量料创纪录。国际航空运输协会表示，这一预期意味着较2024年数据增长16%。该行业利润率将为3.6%，高于2024年的3.3%。此外，日前，多家航空公司披露11月旅客周转量情况，普遍保持同比增长态势。南方航空11月客运运力投入同比上升7.18%；旅客周转量同比上升15.17%；客座率为84.81%，同比上升5.88个百分点。中国国航11月旅客周转量(按收入客公里计)同比上升，客运运力投入(按可用座位公里计)同比上升12.9%，旅客周转量同比上升22%。
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