智通财经APP获悉，航空股全线回调，截至发稿，东方航空(00670)跌5.17%，报5.5港元；中国国航(00753)跌4.95%，报7.11港元；南方航空(01055)跌3.11%，报5.92港元；国泰航空(00293)跌1.51%，报12.42港元。
消息面上，近期油价、汇率波动。据华创证券研报，根据各家航司2025年半年报披露，10%的油价变动对应三大航年化成本影响约43~51亿，1%汇率波动，对三大航影响在1.3-2.6亿。国泰海通证券近期指，预计2026年春运需求将保持旺盛；民航将严控干线市场航司增加与增班，春运加班将较为有限；春节拼假效应将弱于往年，节前节后客流集中或有利航司收益管理。
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