港股概念追踪|二季度“五一”小长假和端午假机构看好航空板块股价修复（附概念股）

智通财经

Apr 17

智通财经APP获悉，4月8日，民航局召开4月安委会(扩大)会议。

第一季度，全行业累计完成运输飞行377.1万小时、140.6万架次，同比分别增长5.2%、3.4%；运输总周转量428.0亿吨公里，旅客运输量2.0亿人次，同比分别增长10.9%、6.5%。

同时，行业安全运行态势保持平稳，一季度各项工作实现了良好开局。

第二季度将陆续迎来“五一”小长假和端午假期。

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。

华泰证券研报表示，短期油价压力缓和，航司成本传导效果较好，且估值已显现吸引力。往后展望，关注航司顺价能力持续性，中长期行业仍处于供需改善周期，一季度三大航+春秋+吉祥+海航飞机净退出5架，相比2025年末下降0.15%，供给增速或将保持低位；需求端公商务回暖、出入境游快速增长、银发经济、家庭出游、春/秋假等因素，或推动需求端良好表现，叠加“反内卷”，持续看好景气底部向上。建议积极布局航空板块。

航空板块相关港股：

东方航空(00670)、南方航空(01055)、中国国航(00753)涨、国泰航空(00293)、中国民航信息网络(00696)。

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