智通财经APP获悉，航空股跌幅居前，截至发稿，中国国航(00753)跌2.75%，报6.73港元；东方航空(00670)跌2.51%，报5.04港元；南方航空(01055)跌2.49%，报5.49港元；国泰航空(00293)跌1.01%，报12.75港元。
消息面上，据航班管家资料显示，明年1月往返中国及日本航班有约2,195班已取消，整体取消率40.4%，其中有46条中日航线在未来两个星期内原定班次均已全部取消。业界估计退票高峰仍会持续至12月底。
国泰海通证券发布研报称，12月国内含油票价同比转负，观察环比仍保持正常季节性规律，同比或源于2024年同期收益管理改善导致基数提升。近期圣诞及元旦假期预售趋势良好，我们预计2025Q4仍将大幅减亏，全年将扭亏。预计元旦后公商出行仍将保持活跃，航司预期乐观。2026年春节拼假效应较弱，节前节后客流集中或有利航司收益管理。
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