智通财经APP获悉，航空股延续近期涨势，截至发稿，东方航空(00670)涨5.31%，报3.77港元；南方航空(01055)涨4.33%，报4.58港元；中国国航(00753)涨4.08%，报6.12港元；国泰航空(00293)涨0.94%，报10.74港元。
消息面上，油价方面，原油价格已连续三周下滑，而10月航油均价同比-0.1%；汇率方面，上周人民币兑美元中间价上调突破7.1大关，创逾11个月新高。中信建投指出，民航需求或将受益财政政策，成本或将受益油价下行，汇率仍存压力。
信达证券则表示，行业客座率持续高位，国内外航线出行两旺，近期票价已实现持续转正，航司单位座收或显著修复。同时，随着“反内卷”措施及《公约》的落实，行业恶意低价现象有望消减，或能带动票价有所修复，进一步推动航司单位座收回升。叠加油价下行带来的成本下降，航司盈利或能进一步增长。
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