智通财经APP获悉，航空股多数转涨，截至发稿，中国国航(00753)涨4.85%，报4.76港元；东方航空(00670)涨4.7%，报2.45港元；南方航空(01055)涨3.75%，报4.24港元；美兰空港(00357)涨1.61%，报8.19港元。
国泰君安发布研报称，中国航空业具超预期长逻辑，2025年供需恢复趋势确定，考虑票价市场化与机队增速显著放缓，预计将开启盈利中枢上行。市场对长逻辑预期仍处低位，分歧越大空间越大，2025年春运有望催化乐观预期。春运需求旺盛有望催化需求乐观预期，预售策略积极有望催化收益管理持续积极改变预期，盈利表现有望催化盈利中枢上升预期。提示油价与汇率不改变航司长期价值，或提供逆向时机。
值得一提的是，近日，摩根士丹利上调国内多家航司AH股评级。其中，摩根士丹利将中国国航H股评级上调至超配，目标价7.61港元。摩根士丹利将中国国航A股评级上调至平配，目标价9.63元人民币。摩根士丹利将南方航空H股评级上调至超配，目标价5.90港元。摩根士丹利将南方航空A股评级上调至平配，目标价7.87元人民币。摩根士丹利将东方航空A股评级上调至平配，目标价4.66元人民币。
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