智通财经APP获悉，三大航集体上扬，截至发稿，南方航空(01055)涨3.21%，报6.11港元；东方航空(00670)涨2.38%，报5.59港元；中国国航(00753)涨2.1%，报7.3港元。
消息面上，根据交通运输部，2025年12月31日-2026年1月2日，民航客运量合计达到597.6万人次，同比增长13%。根据央视记者从交通运输部获悉，1月3日全国民航预计运输旅客208万人次，同比增长21.8%。
华源证券认为，展望后市，Q3业绩有望成为长期行情启动信号。当前，需求增速虽平稳但可持续、存量供给与增量供给双紧、油汇对成本端改善、“反内卷”成为行业共识等均形成明确趋势，建议提前布局。
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