智通财经APP获悉，航空股早盘普涨，截至发稿，中国国航(00753)涨3.9%，报4.8港元；南方航空(01055)涨3.14%，报3.28港元；东方航空(00670)涨1.75%，报2.33港元；中银航空租赁(02588)涨1.03%，报58.8港元。
消息面上，4月23日，波音公司CEO在财报电话会议上承认，中国已全面暂停接收波音新飞机。波音也将未能交付的三架737MAX客机从舟山波音交付中心撤回到美国西雅图。民生证券指出，整体机队供给增速处于较低水平；国内航司开始暂停接收波音飞机，预计未来供给增速将进一步降低。
申万宏源指出，油价受关税影响叠加OPEC增产下行释放航司成本压力，在航空供应链恢复受限、关税进一步影响飞机交付、宽体机利用率提升等变化下，航空供给逻辑已有多方面验证，内需复苏下航空需求侧有望触底提升，加速顺周期行情启动。继续推荐关注航空板块，供给逻辑确定性强，需求端具备弹性，同时在外部油价变化配合下航司能够释放较大业绩提升空间。
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