金吾财讯 | 港股三大航股价集体回暖，中国东方航空股份(00670)涨6.03%，中国南方航空股份(01055)涨4.17%，中国国航(00753)涨3.79%，国泰航空(00293)涨1.75%。
消息面上，受霍尔木兹海峡有望短期内重启通航的消息提振，油价回落，市场情绪回暖，航司成本压力减轻。此前，在特朗普政府对伊朗港口实施封锁，且伊朗实际上关闭了作为全球最重要能源航道之一的霍尔木兹海峡之后，油价曾大幅攀升。
国泰海通指出，国内燃油附加费已大幅加征，票价市场化保障裸票价上涨空间。4-5月航空需求仍同比明显增长，预计暑运后油价传导能力有望超预期。申万宏源研究则表示，端午紧邻暑期，学生及亲子出行需求集中释放，叠加去年票价低基数，预计暑运票价延续高增长。若油价下行，将释放盈利弹性，旺季布局正当时。
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