金吾财讯 | 航空股全线飘红,中国国航(00753)涨2.9%,中国南航(01055)涨1.7%,中国东航(00670)涨1.55%,美兰空港(00357)涨1.51%。银河证券研报表示,进入2025年,伴随国际航班加速增班趋势延续,叠加“924”一揽子政策出台后内需提振,2025年民航出行需求有望进一步释放。供需格局优化叠加油汇价格向好,几重因素边际改善下,票价市场化空间进一步打开,航司有望迎来量价齐升局面,盈利水平或进一步增厚。
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