航空板块今日集体走低，油价持续攀升对航空公司股价形成压力。截至发稿，CHINA SOUTH AIR (01055)下跌3.69%，报3.91港元；AIR CHINA (00753)下跌3.36%，报4.60港元；CATHAY PAC AIR (00293)下跌2.21%，报11.53港元；CHINA EAST AIR (00670)下跌1.79%，报3.85港元。
国际油价周三再度大幅上涨，WTI原油期货最高触及每桶109.64美元，创下4月7日以来最高水平。布伦特原油期货最高报每桶112.69美元。有报道称前总统特朗普将考虑新的对伊朗制裁方案，可能针对伊朗基础设施。
招商证券指出，燃油成本上升导致国内航班数量同比下降，国内航线呈现价格上涨但客运量下降的局面。霍尔木兹海峡可能封锁以及航空燃油价格大幅上涨，对航空板块造成显著冲击。
值得注意的是，国内主要航空公司近期发布2026年第一季度财报，三大航司均实现盈利。其中AIR CHINA净利润增长近两倍，经营效率明显提升；CHINA EAST AIR和CHINA SOUTH AIR也均实现同比扭亏为盈。CHINA SOUTH AIR第一季度归属于母公司净利润为14.81亿元，去年同期为净亏损7.47亿元；CHINA EAST AIR第一季度实现归属于母公司净利润16.33亿元，去年同期为净亏损9.95亿元。
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