智通财经APP获悉，航空股普遍承压，截至发稿，东方航空(00670)跌3.36%，报3.74港元；南方航空(01055)跌3.08%，报4.09港元；中国国航(00753)跌2.6%，报4.87港元。
消息面上，中东地缘局势多变，国际油价仍处高位，截至发稿，布油接近99美元。此外，3月中旬以来，国内多家航司密集上调国际航线燃油附加费，涨幅普遍在50%以上。春秋航空发通知称，自2026年4月5日（含）零时起（以订单时间为准）销售的客票，将上调国内航线燃油附加费，具体调整内容以后续通知为准。
国海证券认为，2026年供给收紧、出行需求有望稳增，供需改善、客座率高位背景下，将支撑低位票价筑底回升，带来航司业绩高弹性增长。当前航空业受油价短期快速攀升影响，成本压力较大，但有一定对冲措施缓解，且供需改善趋势仍在，看好航司座收回升带来的盈利修复弹性。
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