金吾财讯 | 航空股普升，美兰空港(00357)涨6.19%，中国国航(00753)涨5.69%，中国东方航空股份(00670)涨5.16%，国泰航空(00293)涨4.37%，中国南方航空股份(01055)涨4.36%。华源证券表示，展望2026Q2及之后，旅客周转量和票价增长若延续，或为油价高位带来的成本提升提供充分缓冲空间。若导致油价高位的事件性因素不复存在，航空业绩或迎来较大弹性。
国金证券表示，2026年夏航季国际计划客运航班量同比增长3.34%，地区航线增长16.88%，国际线复苏节奏明确；当前油价上行主要受地缘因素驱动，若后续局势缓和、风险溢价回吐，成本端压力有望边际改善，叠加国际航线持续恢复与五一出行旺季催化，板块修复确定性将进一步增强。
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