金吾财讯 | 港股航空股悉数上涨，截至发稿，中国国航(00753)涨10.59%，中国南方航空股份(01055)涨8.59%，中国东方航空股份(00670)涨7.60%，美兰空港(00357)涨3.93%，国泰航空(00293)涨3.04%，中国飞机租赁(01848)涨2.37%，北京首都机场股份(00694)涨1.78%，中银航空租赁(02588)涨1.69%。消息面上，美伊停战协议拟于本周签署，国际油价大幅回落，利好航空燃油成本。截至发稿，布伦特油报83.31美元/桶，跌3.24%；WTI原油报81.09美元/桶，现跌4.38%。华源证券新近研究指，根据航旅纵横大数据，截至5/26，端午假期国内机票预订量超93万张，同比去年略有增长；出入境航线机票预订量增长超45万张，同比去年增长约9%。截至5月26日，暑期7月的国内机票预订量超235万张，同比去年略有增长；出入境航线机票预订量超244万张，同比去年增长约9%。展望后市，旅客周转量和票价增长若延续，或为油价高位带来的成本提升提供充分缓冲空间。若导致油价高位的事件性因素不复存在，航空业绩或迎来较大弹性。
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