金吾财讯 | 航空股午后拉升，截至发稿，中国国航(00753)涨4.82%，中国东方航空股份(00670)涨3.40%，中国南方航空股份(01055)涨2.65%，中银航空租赁(02588)涨0.63%。消息面上，据央视新闻报道，国庆假期临近，目前民航机票预订逐渐进入高峰。报道引述线上旅游预订平台数据显示，内地机票搜索热度增长超过三成。数据显示，9月以来，中秋和国庆假期的出行搜索量增幅按年有较大幅度提升。截至目前，假期出行内地机票近一周搜索热度增长超过30%，以北京、成都及上海等地搜索热度最高；伊宁、泸州及海拉尔等小众目的地搜索热度增幅最大，超过60%。高盛研究报告指，内地航空业次季强劲反弹，但该行认为暑假表现未如理想，国内航空需求仍然疲弱，因商务旅行仍未复苏；而国际机票价格大幅下跌就主要因中日航线运力过剩，航空公司高估日本世博会期间的需求。展望未来，考虑到航空公司已进一步减慢增购机队，且预测2025至27年净需求增长率为3%、1%及1%，该行认为国际机票价格的按年跌幅将显著收窄，国内机票价格亦有机会自9月起改善。另一方面，油价下跌亦将对航空公司的盈利有正面影响。
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