智通财经APP获悉，航空股普遍走低，截至发稿，南方航空(01055)跌4.52%，报3.8港元；中国国航(00753)跌4.14%，报5.09港元；东方航空(00670)跌2.21%，报2.66港元；国泰航空(00293)跌0.76%，报10.44港元。
消息面上，近期，三大航陆续发布2024年度全年业绩。其中，中国国航2024年实现营业收入人民币1666.99亿元，同比增长18.14%；归属于公司股东净亏损人民币2.33亿元，同比收窄77.6%。南方航空2024年实现经营收入总额1742.24亿元，同比增加8.94%；权益持有者应占亏损17.69亿元，同比收窄57.27%。此外，东方航空将于今日披露全年业绩，预计归母净亏损约为33亿元至43亿元，上年亏损81.68亿元，该公司此前发盈警，预计2024年度亏损介乎33亿至43亿元，上年度亏损81.68亿元。
国泰君安研报指出，中国航空业具长逻辑，考虑票价市场化，与机队增速显著放缓，未来两年盈利恢复与中枢上行可期。2025年提振消费措施有望助力航空需求稳健增长，新航季保障国内供给继续消化，预计供需继续恢复趋势确定。票价修复是航司共识，叠加油价中枢下行，有望加速盈利恢复并催化乐观预期。
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