航空类股票早盘表现强劲，截至发稿时间，AIR CHINA(00753)上涨3.45%，报5.1港元；CHINA EAST AIR(00670)上涨2.99%，报4.14港元；CHINA SOUTH AIR(01055)上涨2.7%，报4.18港元；CATHAY PAC AIR(00293)上涨2.64%，报12.04港元。
市场背景方面，美伊紧张局势出现缓和迹象，国际原油价格显著回落，美国WTI原油期货价格一度跌破每桶100美元关口。此外，今年第一季度，国内七家上市航空公司全部实现盈利，其中三大航空公司集体实现扭亏为盈。
有分析观点指出，受国际政治因素影响，油价维持高位震荡态势。航空公司通过上调燃油附加费和机票价格有效传导了成本压力。短期建议关注航空板块的逆向布局机会，中长期看好"扩大内需"政策背景下航空业的景气度提升。客座率提升有望持续转化为航空公司利润。
当前航空运力供给保持低速增长，而需求持续复苏，供需差距逐步收窄。叠加人民币汇率走强和政策支持因素，航空公司盈利能力有望持续改善。
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