智通财经APP获悉，航空股集体反弹，截至发稿，东方航空(00670)涨4.34%，报4.33港元；南方航空(01055)涨3.88%，报4.82港元；中国国航(00753)涨2.96%，报5.57港元；国泰航空(00293)涨2.88%，报12.87港元。
消息面上，2026年夏航季换季在即，夏秋换季国内计划时刻量同比下降2.71%。中泰证券指出，从换季数据看，2026年夏秋航季，国内航司国内计划时刻量同比下降，彰显民航局控量保价意图；国内航司国际计划时刻量同比增长，在免签政策利好、企业出海趋势确定的背景下，国际航线有望呈现量价齐升态势。
此外，香港航空、国泰航空、香港快运和大湾区航空四家香港航司先后宣布上调燃油费。国海证券指出，国家发改委每月初调整一次航空煤油出厂价格，与原油价格形成一段时间滞后，航油价格波动相对更平滑。同时，国际原油价格上升较多时，航司可增加燃油附加费征收额度，抵消部分因油价上涨带来的新增成本，维护主业利润空间。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.