智通财经APP获悉，航空股延续近期涨势，截至发稿，中国国航(00753)涨4.65%，报5.63港元；南方航空(01055)涨4.63%，报3.84港元；东方航空(00670)涨2.95%，报2.79港元；首都机场(00694)涨1.43%，报2.83港元。
消息面上，根据民航局，4月，全国民航完成运输总周转量129.3亿吨公里、旅客运输量6093.0万人次、货邮运输量79.9万吨，分别同比增长13.7%、8.9%、16.8%。客运方面，4月国内客运规模增速稳步提升，共完成旅客运输量5451.6万人次，同比增长7.2%，增速较一季度提高4.9个百分点。国际客运规模连续两个月高于2019年同期水平，我国航空公司在国际航线完成旅客运输量641.4万人次，同比增长25.9%。
华源证券指出，4月民航需求增速较Q1提升明显。行业供给长期低增长，需求有望受益宏观回暖，长期供需差趋势明朗带动板块弹性上行，短期订票数据有望回暖，当前处于预期反转阶段，具有配置价值。国泰海通证券则表示，客流保持高位，客座率与扣油票价同比上升，Q2盈利改善可期。
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