智通财经APP获悉，航空股延续近期强势，截至发稿，南方航空(01055)涨4.92%，报3.84港元；中国国航(00753)涨3.16%，报5.23港元；首都航空(00694)涨2.57%，报2.79港元；东方航空(00670)涨1.9%，报2.68港元。
消息面上，OPEC+宣布2025年4月将如期增产，国泰君安指出，全球将由原油减产周期进入原油增产周期，油价中枢有望下行。根据交通运输部数据，春运40天期间，民航客运量累计达到9020万人次，同比增长7.4%；航班管家的统计数据显示，2025年春运期间，民航经济舱(含税)平均票价达874.9元，同比下降11.3%。
国信证券则在研报中指出，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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