智通财经APP获悉，航空股普遍回暖，截至发稿，中国国航(00753)涨3.09%，报4.67港元；东方航空(00670)涨2.13%，报2.4港元；南方航空(01055)涨1.93%，报3.69港元；国泰航空(00293)涨0.63%，报9.66港元。
华泰证券认为，航空板块将迎来盈利释放周期。原因有三：第一供给端，供给同比增速有望进一步下降，该行预测25E从24E的16.9%放缓至5.4%；第二需求端，航空作为顺周期板块，近期一揽子政策或将通过驱动宏观复苏，边际提振民航需求，预测25E同增7.4%，产生供需缺口；第三油价下跌有望降低航司燃油成本，叠加全票价市场化改革，航司有望进入盈利周期，并展现较高的盈利和股价弹性。推荐景气度及盈利有望持续回升的航空板块。
中信建投则表示，航空需求或将受益财政政策，成本或将受益油价下行，汇率仍存压力。国内执行航班量基本恢复至疫情前，国际航班恢复至疫情前80%。国内和国际航班客座率尚未完全恢复至疫情之前，但也处在80%的水平。原油需求疲软，地缘溢价减弱，油价存在下降空间。
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