智通财经APP获悉，航空股延续近期跌势，截至发稿，东方航空(00670)跌5.95%，报3.48港元；南方航空(01055)跌4.43%，报3.88港元；中国国航(00753)跌3.98%，报4.58港元；国泰航空(00293)跌2.71%，报11.84港元。
消息面上，国际航空运输协会数据显示，14日至20日期间，亚太地区航空燃油平均价格为每桶204.95美元，较前一周上涨16.6%，较上月平均价格飙升129.8%。有报道称，航油价格的上涨速度和幅度远超全球油价基准布伦特原油。上周四，布伦特原油结算价为每桶108.65美元，自中东冲突发生以来上涨约50%。
小摩此前发布研报称，中国航空公司正进入逾十年来最强劲的供需格局，然而，伊朗与美国的战争已成为主导的短期风险，布兰特原油已急升约50%至每桶115美元，而中国航空公司完全未有对冲，燃油约占营运成本三分之一。该行基本情境预测2026至2027年油价为每桶80美元，将使三大内地航空公司在2026年录得亏损或接近盈亏平衡。该行表示，在油价前景明朗前，该行维持审慎看法。
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