港股异动 | 三大航集体走高黄金周航司预期乐观且预售量价良好机构看好Q3盈利有望逆势增长

智通财经

Sep 30

智通财经APP获悉，三大航集体走高，截至发稿，中国国航(00753)涨3.23%，报5.75港元；东方航空(00670)涨3.21%，报3.22港元；南方航空(01055)涨2.01%，报4.06港元。

消息面上，航旅纵横大数据显示，截至9月26日，2025年国庆中秋假期国内航线机票预订量已突破1019万张，日均预订量较去年同期增长约6%；出入境航线机票预订量超过169万张，日均预订量较去年同期增长约12%。此外，航班管家DAST数据显示，截至9月25日，今年国庆假期预售机票裸票价为819元，价格较2024年同期上涨9.1%。值得注意的是，受OPEC+可能在10月会议上决定11月再次增产的迹象影响，油价周一大跌。WTI原油期货盘中下跌4%，创下自6月以来的最大跌幅。

国泰海通证券指，重视航空长逻辑，Q3盈利有望实现逆势增长，十一假期出游旺盛，关注公商务恢复持续性。该行表示，9月公商需求旺盛，十一假期出游旺盛。受益暑运压制性公商需求释放与10月重大会议致公商需求前移，9月公商需求旺盛且有望创历史同期新高，高客座率推动国内含油票价同比转正，9月淡季将再次大比例留存燃油成本缩减，助力2025Q3业绩同比增长。考虑国庆中秋连休且拼假效应明显该行预计十一黄金周出游需求旺盛，航司预期乐观且预售量价良好，建议关注拼假或对临近收仓票价影响。

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