智通财经APP获悉，航空股延续涨势，截至发稿，中国国航(00753)涨4.21%，报5.44港元；南方航空(01055)涨2.75%，报3.73港元；东方航空(00670)涨2.28%，报2.69港元；国泰航空(00293)涨1.16%，报10.48港元。
消息面上，各航空公司披露2025年4月运营数据。4月各航司整体运量保持增长，增速略快于3月。中邮证券指出，进入二季度后，民航旅客运输量增长速度有所回升，行业供给保持低位，价格降幅有所收窄。五一小长假民航量价数据表现良好，各航司收益管理成效逐步体现，看好民航业价格改善趋势。当前关税压力暂时缓解，油价汇率走势友好。
摩根士丹利发布研报称，中国航空业受益中美贸易缓和及供需改善，定价能力提升，推荐中国国航、东方航空等。东兴证券指出，今年旺季航空股具备较强的向上弹性。目前行业处于淡季，且市场预期处于相对低位，该行认为行业股价位于左侧，建议重点关注行业旺季盈利弹性。
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