智通财经APP获悉，航空股逆市走高，截至发稿，东方航空(00670)涨3.46%，报2.69港元；中国国航(00753)涨3.18%，报5.52港元；南方航空(01055)涨2.33%，报3.95港元；首都航空(00694)涨0.69%，报2.91港元。
消息面上，中办、国办近期印发《提振消费专项行动方案》，明确提出扩大文体旅游消费。中银国际认为，此举措有望带动出行需求，航空运输板块有望受益，特别是聚焦特色旅游资源地区的支线航空运输需求有望稳步提升。
海通证券指出，短期看，国庆假期等因私出行需求旺盛，国际线供需加速修复，但淡季商务出行平淡或拖累整体恢复进度，整体受制于经济，价格表现或受影响。长期看，我国航空公司运力引进增速放缓确定性较高；出行信心持续修复，看好未来航空行业长期投资逻辑不变，静待经济回暖。预计航司盈利中枢有望抬升。
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