智通财经APP获悉，航空股今日普涨，截至发稿，东方航空(00670)报3.75港元，报3.32港元；南方航空(01055)涨3.24%，报3.5港元；中国国航(00753)涨3.05%，报4.39港元。
消息面上，7月5日起，国内燃油附加费下调至50/100元（800公里以下/以上），与调整前相比，下降了30/50元。值得一提的是，随着美伊达成停火协议，国际油价已跌回战前。此外，随着中小学校陆续放假，今年的暑期运输正式拉开帷幕。中泰证券认为，暑运旺季需求有望持续修复。
该行指出，后续航空股价或将从以下三个阶段进行演绎：预期修复。地缘局势由紧转缓，油价高位回落，原油成本上涨带来的基本面恶化预期修复；经营修复。航油供给完全恢复后，油价中枢实质性下行，成本压力真正缓解并带动产能利用率提升；业绩修复。原油扰动彻底出清，航司盈利中枢上移，股价重新由行业供需改善、企业盈利弹性释放主导。
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