智通财经APP获悉，航空股跌幅居前，截至发稿，南方航空(01055)跌7.67%，报5.54港元；东方航空(00670)跌7.12%，报5.22港元；中国国航(00753)跌3.5%，报6.89港元。
消息面上，外交部提醒中国公民春节期间避免前往日本。航班管家DAST数据显示，2月已有49条赴日航线航班全部取消。国航、东航、南航以及山航、厦航、上航集体公告，涉日航线机票免费退改签政策延长到10月24日。
东兴证券发布研报称，在日本航线需求受到影响的背景下，部分运力外溢至其他航线，确实更容易导致运力过剩，因此后续航司有必要继续加强对国际航线的供给管控。此外，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。
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