智通财经APP获悉，航空股早盘普跌，截至发稿，中国国航(00753)跌4.82%，报4.54港元；南方航空(01055)跌3.58%，报3.5港元；国泰航空(00293)跌2.11%，报10.22港元；东方航空(00670)跌1.22%，报2.43港元。
消息面上，据交通运输部预计，2025年春运期间全社会跨区域人员流动量将达到90亿人次左右、同比增长约7%，铁路、民航客运量有望分别突破5.1亿人次/同增5.5%+和9000万人次/同增7.8%+，均创历史新高。
西部证券指出，1月24日至2月3日，国内航司执行率（不含港澳台）和国际航司执行率较去年同期分别回落0.8和1.2个百分点。然而，交通运输部数据显示民航客运量同比增加5.5%。二者走势背离的原因可能是不同出行目的地之间的热度正在分化，热门出游目的地仍然是“强者恒强”。国泰君安指出，节中前四天客流同比增长4%，高基数致航班量同比略降影响客流增速。票价方面，估算节中裸票价同比下降，保障机队周转与客座率同比持平。
更多港股重磅资讯，下载智通财经app
更多港股及海外理财资讯，请点击www.zhitongcaijing.com（搜索“智通财经”）；欲加入智通港股投资群，请加智通客服微信(ztcjkf)
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.