智通财经APP获悉，航空股集体走低，截至发稿，南方航空(01055)跌4.53%，报3.79港元；东方航空(00670)跌3.5%，报3.03港元；中国国航(00753)跌2.68%，报5.45港元；美兰空港(00357)跌1.42%，报10.43港元。
消息面上，OPEC+同意11月原油增产13.7万桶/日，增产幅度低于预期带动油价回暖。摩根大通此前发布研报称，航空板块今年至今表现跑输大市，因成本压力、竞争加剧及定价能力疲弱令利润承压。而近期板块股价反弹势头的持续性仍不确定，因行业即将进入淡季。该行称反内卷及相关监管措施的影响有限，有关举措目前仍难以实质地改善定价水平，维持2025至27年价格持平的预测。
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