智通财经APP获悉，航空股跌幅居前，截至发稿，东方航空(00670)跌3.56%，报2.98港元；中国国航(00753)跌3.55%，报5.71港元；南方航空(01055)跌2.81%，报3.81港元；中国民航信息网络(00696)跌1.85%，报12.7港元。
消息面上，近期中国民航局多次部署综合整治“内卷式”竞争。此外，航旅纵横App正式上线“民航官方直销平台”功能，用户可在单一界面完成多家航司直销机票的比价和购买。据介绍，航旅纵横民航官方直销平台是航空公司直接面向旅客销售机票产品的线上平台，机票价格与服务政策完全由航空公司直接发布和运营。航旅纵横作为平台方，不收取机票代理费。
申万宏源指出，6月在节假日效应减弱背景下，航空市场仍延续修复趋势，运力运量稳步增长，各区域结构性分化逐步显现。暑运开启，需求有望加速释放，叠加票价季节性回升，航司业绩弹性有望释放。国泰海通证券则表示，反内卷短期将减少过度低价；中期有望助力航司收益管理改善；长期将保障机队规划继续低速增长。短期需求波动不改航空长逻辑，旺季博弈风险释放，反内卷整治值得期待。
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