Tiger Brokers

航空股继续低位震荡 南方航空(01055)跌4.96% 机构料短期客流持续承压

金吾财讯
Jun 18

金吾财讯 | 航空股延续低位震荡，截至发稿，中国南方航空股份(01055)跌4.96%，中国东方航空股份(00670)跌4.67%，中国国航(00753)跌4.49%，北京首都机场股份(00694)跌3.68%，中银航空租赁(02588)跌1.21%。消息面上，招商证券预计，短期客流持续承压，关注中东局势、国际油价对行业运营和板块情绪影响。1)根据航班管家数据，上周(2026/6/5-2026/6/11)民航旅客量环比-5.7%，同比-10.9%，其中国内旅客量环比-5.4%，同比-11.2%;国内机票价(撇除燃油附加费)周环比+1.1%，同比+3.7%，国内客座率环比+1.0pct，同比-1.7pct;国际及地区客流环比+4.7%，同比-0.4%。2)受航油成本环比下降影响，6月5日起800公里(含)以下/以上航段分别向每位成人旅客收取燃油费80元/150元，分别降低10元和20元。3)成本压力下短期客流跌幅较大，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;近期美伊局势缓和预期回升，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;建议关注中东局势、油价变化对行业运营和板块情绪影响。

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