智通财经APP获悉，航空股继续走低，截至发稿，东方航空(00670)跌3.81%，报3.79港元；中国国航(00753)跌3.61%，报4.81港元；南方航空(01055)跌3.16%，报3.98港元；国泰航空(00293)跌0.81%，报12.28港元。
消息面上，据报道称，有机票代理已收到航空公司通知，国内航线燃油附加费拟自5月16日起上调。兴业证券指出，美伊冲突致4月航油出厂价环比暴涨75%，燃油附加费上调500%，冲击远超俄乌时期。燃油成本的快速上涨难以传导，全球主流航司均采取减班对抗高油价。
摩根士丹利发布研报称，目前机票加价幅度不足以覆盖成本上涨，预示短期利润率将受压，而需求也受到票价上升影响。该行的基本情境预测，航空燃油价格将于2026年底前正常化至每桶100至110美元，航空业的上升周期将被推迟，预计于2027年才恢复。
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