智通财经APP获悉，航空股延续近期涨势，截至发稿，东方航空(01055)涨5.53%，报4.01港元；中国国航(00753)涨4%，报5.46港元；东方航空(00670)涨2.21%，报2.77港元；国泰航空(00293)涨0.93%，报10.86港元。
消息面上，周三，WTI原油期货盘中一度跌超4%，布伦特原油期货盘中一度跌超3.5%，创下2021年12月以来的最低。受国际油价下跌提振，隔夜美股航空公司集体大涨，高盛表示，油价下跌降低航空公司、空运和航运的燃料成本。
国信证券则指出，展望2025年航空价格表现，由于局方在全国民航工作会议上提出“规范重点时段和特殊情况航空运输价格行为，加强价格收费监管，维护航空运输市场价格秩序”，且2025年供需格局将确定性改善，我们认为2025年航空国内扣油票价有望实现企稳回升。民航经营底部已过，未来民航供需缺口将持续缩小，航司盈利能力将持续修复，航空板块基本面的向下风险可控以及股价的向下空间有限。
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