智通财经APP获悉，航空股午后走高，截至发稿，南方航空(01055)涨4.46%，报3.51港元；东方航空(00670)涨4.02%，报2.59港元；中国国航(00753)涨3.07%，报5.04港元；首都机场(00694)涨2.11%，报2.9港元。
消息面上，据交通运输部，2025年5月1日至5日五天全社会跨区域人员流动量合计14.65亿人次，同比增长7.9%，再创历史新高。其中公路跨区域人员流动量同比增长7.6%，铁路客运量同比增长10.8%；民航客运量同比增长11.8%。
国泰海通证券指出，节后公商务恢复快速且保持活跃。五一假期后公商务延续了元宵节、两会、清明假期后快速恢复的特征，继续保持4月中下旬活跃状态，助力国内票价同比修复。航空需求自4月以来持续好于资本市场自上而下担忧，反映航空消费低渗透与低频次决定的韧性与成长性，预计后续有望保持稳健增长。此外，近日OPEC+继5月加速原油增产后，再次确定提升6月增产幅度至原计划3倍。油价下降与票价修复将加速盈利恢复。
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