智通财经APP获悉，航空股逆市走高，截至发稿，美兰空港(00357)涨7.73%，报8.78港元；中国国航(00753)涨3.72%，报4.74港元；南方航空(01055)涨2.49%，报3.7港元；东方航空(00670)涨1.52%，报2.67港元。
消息面上，据中国民航局，2025年春运期间(1月14日至2月22日)，全国民航累计运输旅客9020万人次，日均225.5万人次，较2024年春运同期增长7.4%，累计保障航班73.9万班，日均1.85万班，比2024年春运同期增长8.3%，旅客运输量和航班数量均创历史新高。
国泰君安发布研报称，中国航空业具超预期长逻辑，2025年供需继续恢复趋势确定，考虑票价市场化与机队增速显著放缓，盈利恢复与中枢上行可期。市场对长逻辑预期仍处低位，分歧越大空间越大。2025年春运因私需求旺盛，航空客流再创新高，且元宵节后公商务需求启动良好，有望催化航空需求增长与供需盈利继续恢复的乐观预期。提示油价与汇率不改变航司长期价值，或提供逆向时机。
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