智通财经APP获悉，航空股早盘回落，截至发稿，中国国航(00753)跌3.21%，报5.72港元；东方航空(00670)跌2.88%，报3.004港元；南方航空(01055)跌1.79%，报3.84港元；国泰航空(00293)跌1.1%，报10.76港元。
消息面上，6月服务业商务活动指数略降至50.1%，统计局表示，随着五一、端午节日效应消退，与居民出行消费相关的零售、道路运输、航空运输、住宿、餐饮等行业商务活动指数不同程度回落，市场活跃度有所减弱。且餐饮业、航空运输业走弱更明显。向后看，随着暑期到来，航空出行等高频指标已开始季节性回升，后续服务业景气或有望改善。
长江证券指出，年暑运即将启动，我们认为2025年暑运行业有望呈现量增价稳，盈利弹性显著释放的特征：供给限制高增，国内增速放缓；国际整体增速领先，日韩以及欧洲更为靓眼；收益管理趋于理性，2025年暑运供需改善下票价同比显著提升。2025年暑运供需改善下票价同比显著提升，截止6月25日，暑运经济舱裸票预售价格相较去年暑运真实价格涨幅为6.6%，含油价格涨幅为1.6%。暑运破局时刻临近，Q3利润弹性释放。
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