智通财经APP获悉，航空股早盘回落，截至发稿，中国国航(00753)跌3.92%，报4.9港元；南方航空(01055)跌4.03%，报3.81港元；东方航空(00670)跌2.96%，报2.62港元；国泰航空(00293)跌0.57%，报10.5港元。
消息面上，中国国航发布盈警，预计去年净亏损1.6亿至2.4亿元人民币。广发证券指出，24年民航需求进一步恢复，但票价表现受到压制，据第三方数据测算24年国航国内经济舱票价整体预计下滑16%。另外四季度为传统淡季，公司客运量与客座率环比下滑，同时面临人民币贬值压力，预计Q4单季亏损15至20亿元，带动全年归母利润小幅转亏。
大摩表示，中国国航亏损数额略低于该行预期的4.89亿元人民币亏损。撇除外汇影响后，该行预计国航去年将实现盈利。而第四季净亏损为7亿至8亿元人民币，较2023年第四季净亏损24亿元人民币大幅收窄，主要由于利用率改善及低油价。该行认为，国航业绩符合预期，料中国航空业去年接近收支平衡水平，今明两年毛利有望进一步改善。
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