Tiger Brokers

航空股全线飘红 中国国航(00753)涨4.42% 机构指供需优化将带动票价提升和利润释放

金吾财讯
Sep 08, 2025

金吾财讯 | 航空股全线飘红，中国国航(00753)涨4.42%，中国南方航空股份(01055)涨4.03%，中国飞机租赁(01848)涨2.89%，中国东方航空股份(00670)涨2.41%，国泰航空(00293)涨1.34%，美兰空港(00357)涨1.07%，北京首都机场股份(00694)涨1.05%，中银航空租赁(02588)跟涨0.21%。国金证券指出，2025H1全国民航客运量为3.7亿人次，同比增长6%，其中国内客运量同比增长4%，国际地区客运量同比增长25%。2Q2025全国民航客运量为1.9亿人次，同比增长7.1%，其中国内客运量同比增长6%，国际地区客运量同比增长21%。2025H1航空板块营收同比增长7%，叠加油价下降、周转提升成本改善，归母净利润同比增长71%；2Q2025行业国内裸票同比提升，叠加油价维持低位，航空板块营收同比增长10%，归母净利润同比扭亏为盈。该机构表示，量增推动航空性收入和非航收入增长，叠加成本相对刚性，机场利润增速高于收入增速，2025H1机场板块营收同比增长6%，归母净利润同比增长26%；2Q2025机场板块营收同比增长8%，归母净利润同比增长34%。航空业未来供给增长放缓确定性强，供需优化将带动票价提升和利润释放，叠加近期反内卷持续进行，建议关注航空板块投资机会。

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