智通财经APP获悉，航空股今日普涨，截至发稿，南方航空(01055)涨4.75%，报3.53港元；中国国航(00753)涨4.16%，报4.51港元；东方航空(00670)涨3.63%，报2.57港元；首都机场(00694)涨1.37%，报2.97港元。
消息面上，2025年春运（1.28-2.22）40天收官，全社会跨区域人员流动量超90亿人次，航空客流量超9000万人次，创历史新高。信达证券指出，年初至今国内线运力同比微增，客座率高位持稳，该行预计今年民航出行量或仍能高位稳增。2025年运力供给增速放缓确定性增强，票价当前仍处低位水平，若随经济复苏、出行需求提升，票价向上有望带来航司业绩高弹性，叠加油价中枢下行、汇率稳定等因素，航司利润向上空间可期。看好航空出行的持续复苏。
此外，多家航空公司近期发布1月业绩数据。多家航空公司客运运力投入与旅客周转量同比呈现两位数增长，国际航线也表现突出。具体来看，国航及所属子公司1月客运运力同比增长10%，旅客周转量同比增长12.1%；东航1月客运运力同比增长11.89%，旅客周转量同比增长19.71%；南航及所属子公司1月客运运力同比增长12.47%，旅客周转量同比增长17.67%。
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