“五一”假期出游需求旺盛 港股航空股盘初拉升中国东方航空股份涨超8%
5月6日消息，港股航空股盘初拉升，截至发稿，中国东方航空股份涨超8%，中国国航、中国南方航空股份涨超7%，北京首都机场股份涨超4%。
消息面上，中信证券研报指出，2025年“五一”假期出游需求旺盛，国家文旅部预计国内旅游人次有望突破3.5亿，同比增长15%以上，据交通运输部统计，假期前3天跨区域流动人员人次同比增长4.9%，其中民航/铁路同比增长12.5%/10.5%，均超过节前预期，表现亮眼。
假期航空利用率升至历史高位，5月1日窄体机利用率较2019年提升0.7h，受益于供给受限以及航司收益策略优化，料价格端更加稳健，该行预计假期平均全票价同比跌幅或5%以内。同时在免签政策刺激下，跨境游“双向升温”。
假期前3天国际航班量恢复率升至91%（较清明假期恢复率+2.1pcts），民航暑运表现可期。波音交付扰动对供给增加形成进一步限制，该行预计2025年机队净增速或降至1%~2%，叠加油价下行预期对航司业绩形成有力支撑。期待顺周期、促消费政策传导至航空需求端。
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