智通财经APP获悉，航空股逆市上扬，截至发稿，东方航空(00670)涨1.92%，报4.78港元；南方航空(01055)涨1.16%，报5.25港元；中国国航(00753)涨0.94%，报6.43港元。
消息面上，12月16日，在岸、离岸人民币对美元汇率再次走强。其中，离岸人民币对美元汇率再次击穿7.04，盘中一度升至7.03725，创2024年10月4日以来新高。此外，三大航淡季客座率仍较为强势。东方航空11月客座率为87.37%，同比上升3.04个百分点；南方航空11月客座率为86.29%，同比上升1.36个百分点；中国国航11月平均客座率83.3%，同比上升4个百分点。
华泰证券研报指出，往后展望，淡季高频数据或难以形成催化，短期波动市场关注度较低，更为关注26年春运数据表现；中长期行业供给增速或将保持低位，景气改善有望传导至票价提升，同时油价和美元兑人民币汇率有望降低成本压力，共同改善航司盈利。首选高胜率+高赔率的国有三大航AH，再选其他民营航司。
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