航空股走低 中国南方航空跌超5% 春节后多条航线机票现白菜价

格隆汇
Feb 27

2月27日,港股航空股集体走低,其中,中国南方航空跌超5%,中国国航中国东方航空跌超4%,美兰空港跌近2%。

消息上,随着2026年马年春节假期结束,民航市场也进入传统的淡季周期。与春节期间“一票难求”的景象形成鲜明对比,国内多条热门航线机票价格已出现大幅“跳水”迹象,甚至出现了低至1折以下的“白菜价”。从多家旅行平台获悉,自2月23日(正月初七)客流高峰触顶后,国内航线机票价格开始显著回落。预计至3月13日,机票均价将降至低点,整体降幅超过50%。即日起至3月底,错峰出游机票将持续维持低位。

有分析称,春节刚过,像北京飞三亚300元这样的“白菜价”机票满天飞,这确实是民航市场典型的节后现象。它对航空股的影响需要分两个层面来看:短期是情绪上的“小困扰”,但中长期反而强化了行业景气的“大逻辑”。

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