智通财经APP获悉，航空股再度走低，截至发稿，南方航空(01055)跌4%，报3.84港元；东方航空(00670)跌2.58%，报3.77港元；中国国航(00753)跌1.82%，报4.86港元；首都机场(00694)跌1.15%，报1.72港元。
消息面上，根据航班管家数据，5月15日-5月21日，民航旅客量环比增长6.2%，同比下滑7.2%，其中国内旅客量环比增长6.1%，同比下滑8.5%；国内机票价（撇除燃油附加费）周环比增长4.4%，同比增长5.7%，国内客座率环比下滑0.9pct，同比下滑0.7pct；国际及地区客流环比增长7.4%，同比增长2.9%。
招商证券指出，成本压力下短期客流跌幅扩大，考虑国际航油价格变化、现有传导机制下，边际变化维度，短期航油成本或已达峰；盈利维度仍需警惕油价受地缘政治影响的短期波动和中期绝对水平维持高位对利润侵蚀；建议关注油价变化对行业运营和板块情绪影响。
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