【中金：今年以来油价大幅下跌，航空公司成本有望明显改善】金十数据5月28日讯，中金公司研报表示，预计2025-2028年中国民航客运供给（可用座公里）年均增速约3.1%（vs2009-2019年15.4%），其中行业客运飞机年均增速仅2.8%。这为航空周期启动奠定了坚实而长久的基础。2025年以来油价大幅下跌，航空公司成本有望明显改善。若周期上行，航空公司利润弹性较大。
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