智通财经APP获悉，航空股逆市走高，截至发稿，东方航空(00670)涨4.66%，报3.82港元；南方航空(01055)涨3.91%，报3.99港元；中国国航(00753)涨3.16%，报4.9港元；国泰航空(00293)涨1.19%，报12.75港元。 消息上，美伊磋商持续，美官员称双方对解决争端持乐观态度。周一，国际油价从高位回落，直接减轻了航司最大的运营成本负担。燃油通常占航司成本的25%-40%。 国泰海通证券指出，国际油价自2026年4月传导至国内，国内燃油附加费大幅加征，且票价市场化保障裸票价上涨空间充分，供需将决定实际传导能力。航空需求为居民航空消费支出(量*价)，4-5月高油价虽致客流规模缩减，但航空需求仍保持同比明显增长趋势。待6月中考结束暑运启动，预计供需将保障油价传导能力提升，有望超市场预期。
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