2月4日，航空股涨幅居前，中国东方航空股份涨超7%，中国南方航空股份涨超6%，中国国航涨超5%。官方预期今年春运客流将再创历史新高，民航出行需求旺盛。
消息面上，2026年春节假期再次延长，将保障探亲出游继续两旺。近日全国春运电视电话会议预计，2026年春运跨区域人员流动量将达95亿人次，同比增长约5.3%，将再创历史新高。其中，铁路、民航客运量总体规模和单日峰值均有望超过历史同期峰值。
据航旅纵横大数据显示，截至1月29日国内航线预订量已超716万张，日均机票预订量同比+16%。银河证券表示，高频预订数据与官方运量预测形成交叉印证，反映民航出行需求旺盛，叠加航班供给稳步释放，有望支撑春运民航客流与收益水平同步改善。
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