智通财经APP获悉，航空股午后走低，截至发稿，东方航空(00670)跌3.64%，报3.97港元；南方航空(01055)跌2.81%，报4.15港元；中国国航(00753)跌1.18%，报5.02港元。
消息面上，据报道，自5月16日起，国内航线燃油附加费将再次上调：800公里（含）以下航段由60元调整至90元，800公里以上航段由120元调整至170元，分别上涨30元和50元。此次调整后，国内航线燃油附加费已达到历史高位。
摩根士丹利发布研报称，虽然能源冲击导致中国航空公司基本面恶化，但相关负面因素很可能已反映在股价上。该行估计，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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