智通财经APP获悉，航空股全线重挫，截至发稿，中国国航(00753)跌6.37%，报4.41港元；南方航空(01055)跌5.95%，报3.48港元；中银航空租赁(02588)跌3.86%，报58.55港元；国泰航空(00293)跌2.49%，报10.2港元。
消息面上，美国总统拜登当地时间1月10日宣布对俄罗斯经济实施新一轮制裁，涉及该国两家最大石油公司及183艘油轮，内外盘原油期货价格强势上行。此外，非农就业火爆推升美元指数，离岸人民币一度跌穿7.36。中信建投指出，航空业的关键驱动变量包括航班量、客座率、票价、油价、汇率。
国泰君安指出，近期春运机票预售加速且量价均明显上升，其中国内含油票价环比上升超一成。考虑学生放假在即，未来一周预售将继续加快。官方预测春运客流将创历史新高，中国民航局预测航空客运量将同比增长超7.8%，较2019年增长超23%。业界乐观预期春运供需，预售策略积极未有调整，将助力旺季票价市场化效应展现。预计2024Q4国内扣油票价同比上升约三成，航司主业淡季同比大幅减亏。预计2025Q1油价同比下降趋势延续，春运表现可期。
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