港股异动 | 航空股普遍回暖国际油价将继续保持高波动特征机构看好行业四季度有望大幅减亏

智通财经

Nov 19

智通财经APP获悉，航空股普遍回暖，截至发稿，中国国航(00753)涨2.8%，报6.6港元；南方航空(01055)涨2.05%，报5.48港元；东方航空(00670)涨1.69%，报4.81港元；美兰空港(00357)涨1.06%，报2.85港元。

消息面上，截至11月18日，国内原油期货主力合约2601最高报466.2元/桶，较一月前低点回涨超7%。海通期货近期分析指出，原油市场供应过剩大势下油价重心有自然下行驱动，但包括对俄制裁，对能源设施打击及地缘因素不断给市场注入不确定性，并在一定程度上对冲供应过剩的下行压力，这让油价将在一段时间内维持震荡反复的运行节奏，考虑到不确定性因素较多，尤其是地缘层面风险扰动下，油价将继续保持高波动特征。

国泰海通发布研报称，10月底换季影响弱于往年，且航司客座率维持高位、票价维持同比上升。其中，国内公商保持活跃，国际航线量价两旺。该行估算9-10月国际航线客座率或超80%，同比提升超3pct，驱动票价同比大增，超市场预期。中泰证券指出，目前油价、汇率迎来双重利好，四季度呈现“淡季不淡”趋势，预计2025年四季度航空行业有望大幅减亏，2026年行业盈利弹性有望释放。

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