智通财经APP获悉，航空股再度走高，截至发稿，中国国航(00753)涨4.27%，报6.6港元；南方航空(01055)涨2.66%，报5.41港元；东方航空(00670)涨2.18%，报4.69港元；首都机场(00694)涨1.43%，报2.84港元。
消息面上，据民航局数据，10月，我国民航运输规模增势良好，共完成运输总周转量146亿吨公里，国际航线旅客运输量、货邮运输量同比增速均超过20%。客运方面，10月国内航线完成旅客运输量6084.5万人次，同比增长4.4%；国际航线完成旅客运输量699万人次，同比增长20.4%。
国泰海通证券发布研报称，日本线客流缩减航司转投，不改航空超级周期长逻辑。该行指出，2025第三季度航司整体业绩在暑运公商需求走弱压力下实现逆势增长，预计2025第四季度行业将继续大幅减亏，2025年将实现全年扭亏。中国航空将开启“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。
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