金吾财讯 | 港股航空股全线走低，截至发稿，美兰空港(00357)跌1.61%，中国东方航空股份(00670)跌1.35%，国泰航空(00293)跌1.36%，中国国航(00753)跌1.04%，中国飞机租赁(01848)跌1.03%，中国南方航空股份(01055)跌0.79%，北京首都机场股份(00694)跌0.57%消息面上，据民航资源网，国内多家航司于5月29日宣布下调6月国内航线燃油附加费。800公里(含)以下、以上每位旅客燃油附加征收标准分别调整为80、150元，较5月16日以来分别降低10、20元。兴业证券此前研究指，航空行业已跨越景气底部，处于“量先于价”末期。地缘冲突致航油短期剧烈冲击，但供需格局优化是确定性趋势，2026至2027年票价有望温和修复。
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