金吾财讯 | 航空股走低，中国东方航空股份(00670)跌4.09%，中国南方航空股份(01055)跌3.19%，中国国航(00753)跌3.13%，中国飞机租赁(01848)跌2.47%，北京首都机场股份(00694)跌2.37%。
消息面上，中东局势持续紧张，国际油价大涨，布伦特原油期货突破100美元水平，暂报100.28美元/桶；纽约期油报91.48美元/桶。
万联证券认为，受航油价格上行影响，航司运力收缩，需求短期受到一定抑制，但客座率维持高位，票价高位运行，今年暑运市场核心逻辑从“拼运力、抢份额”向“控总量、提效益”转变，暑运旺季有望支撑短期出行量和票价，但短期仍需关注美伊局势对油价的影响，当前板块估值处于历史低位，如下半年油价回落，压制航空股的核心因素缓解，板块具有较大修复弹性，建议积极关注。
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