智通财经APP获悉，航空股早盘走高，截至发稿，东方航空(00670)涨3.26%，报4.44港元；中国国航(00753)涨2.91%，报6.36港元；南方航空(01055)涨2.63%，报5.08港元；首都机场(00694)涨1.06%，报2.85港元。
消息面上，近日，国内主要上市航空公司陆续披露2025年三季度报告。在暑运及汇兑收益加持下，中国国航、中国东航、南方航空前三季度均实现营收同比增长及盈利。第三季度，三大航扣非后盈利合计102.7亿，较去年同期的91.9亿有所提升。
国泰海通证券发布研报称，10月假期因私出游旺盛且节后公商出行活跃，我们估算全月客流同比增加5%，虽国内航油出厂价同比持平，但国内含油票价同比上升3-4%，升幅较9月进一步扩大，预计中国航空业10月有望行业性盈利，好于以往季节性表现。预计中国航空或将开启“超级周期”，考虑票价市场化，需求稳健增长与客源结构优化将驱动2026年航司盈利中枢开启上升。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.