港股异动 | 航空股再度走低地缘风险引发全球航空停运潮油价上涨将加剧航空业营运压力

智通财经03-04

智通财经APP获悉，航空股再度走低，截至发稿，国泰航空(00293)跌4.89%，报12.46港元；东方航空(00670)跌2.44%，报4.81港元；中国国航(00753)跌1.77%，报6.12港元；南方航空(01055)跌1.33%，报5.18港元。消息面上，据新华社报道称，美国与以色列对伊朗发起军事打击后，中东地区多个国家宣布关闭领空，三个主要航空枢纽完全或部分停止运行，不但导致当地旅客...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2616028123?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2026-03-04 10:29","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2616028123","market":"hk","top_or_hot":-1,"title":"港股异动 | 航空股再度走低 地缘风险引发全球航空停运潮 油价上涨将加剧航空业营运压力","media":"智通财经","content":"<div>\n<p>智通财经APP获悉，航空股再度走低，截至发稿，国泰航空(00293)跌4.89%，报12.46港元；东方航空(00670)跌2.44%，报4.81港元；中国国航(00753)跌1.77%，报6.12港元；南方航空(01055)跌1.33%，报5.18港元。消息面上，据新华社报道称，美国与以色列对伊朗发起军事打击后，中东地区多个国家宣布关闭领空，三个主要航空枢纽完全或部分停止运行，不但导致当地旅客...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1409803.html\">网页链接</a>\n\n</div>\n","source":"stock_zhitongcaijing","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>港股异动 | 航空股再度走低 地缘风险引发全球航空停运潮 油价上涨将加剧航空业营运压力</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n港股异动 | 航空股再度走低 地缘风险引发全球航空停运潮 油价上涨将加剧航空业营运压力\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-03-04 10:29 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1409803.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，航空股再度走低，截至发稿，国泰航空(00293)跌4.89%，报12.46港元；东方航空(00670)跌2.44%，报4.81港元；中国国航(00753)跌1.77%，报6.12港元；南方航空(01055)跌1.33%，报5.18港元。消息面上，据新华社报道称，美国与以色列对伊朗发起军事打击后，中东地区多个国家宣布关闭领空，三个主要航空枢纽完全或部分停止运行，不但导致当地旅客...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1409803.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK1561","symbol_name":"航空股","start_time":0,"source_url":"http://www.zhitongcaijing.com/content/detail/1409803.html","article_id":"2616028123","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2616028123","pubTimestamp":1772591376,"columns":[],"sourceInfo":{"source_id":"stock_zhitongcaijing","name":"智通财经网"},"weMediaInfo":null,"summary":"大和表示，针对美国/以色列和伊朗军事行动升级至战争场面，因航运及航空公司暂停在受影响地区的服务，全球物流供应链迎来新一轮中断。该行认为，油价上涨将侵蚀利润，且亚洲航空对油价上涨较为敏感，尤其缺乏对冲情况下，预计油价上涨10%，将令中国内地航空公司利润减少约68%。另有分析人士指出，尽管航空公司通常会进行燃油对冲，但不断上涨的燃油价格、航班取消以及改道所带来的额外支出，仍然构成主要压力。","collect":0,"end_time":0,"defaultTopTitle":"zhitongcaijing.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"159231":"航空","BK1561":"航空股","BK1505":"一带一路","BK1514":"人民币升值概念","DUG":"二倍做空石油与天然气ETF(ProShares)","VT":"世界全股市ETF-Vanguard","00293":"国泰航空","01055":"中国南方航空股份","VXUS":"国际股票ETF-Vanguard","00753":"中国国航","BK4585":"ETF&股票定投概念","00670":"中国东方航空股份","BK4588":"碎股","BK1123":"航空公司"},"translate_title":"Changes in Hong Kong stocks | Airline stocks fall again, geopolitical risks trigger a wave of global aviation outages, and rising oil prices will intensify operational pressure on the aviation industry","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"159231":1.5,"DUG":1.5,"VT":1.5,"VXUS":1.5,"00293":0.9,"00753":0.9,"00670":0.9,"01055":0.9},"content_text":"智通财经APP获悉，航空股再度走低，截至发稿，国泰航空(00293)跌4.89%，报12.46港元；东方航空(00670)跌2.44%，报4.81港元；中国国航(00753)跌1.77%，报6.12港元；南方航空(01055)跌1.33%，报5.18港元。消息面上，据新华社报道称，美国与以色列对伊朗发起军事打击后，中东地区多个国家宣布关闭领空，三个主要航空枢纽完全或部分停止运行，不但导致当地旅客被困，甚至影响全球航班秩序，导致多国机场出现旅客滞留。大和表示，针对美国/以色列和伊朗军事行动升级至战争场面，因航运及航空公司暂停在受影响地区的服务，全球物流供应链迎来新一轮中断。汇丰研究指出，据国际航空运输协会(IATA)数据，中东航空公司占2025年全球货运量的13%和客运量的9%，但若考虑外国航空公司，影响可能更大。该行认为，油价上涨将侵蚀利润，且亚洲航空对油价上涨较为敏感，尤其缺乏对冲情况下，预计油价上涨10%，将令中国内地航空公司利润减少约68%。另有分析人士指出，尽管航空公司通常会进行燃油对冲，但不断上涨的燃油价格、航班取消以及改道所带来的额外支出，仍然构成主要压力。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.42.0","shortVersion":"4.42.0","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2616028123","isCrawlerRequest":true}

港股异动 | 航空股再度走低 地缘风险引发全球航空停运潮 油价上涨将加剧航空业营运压力

精彩评论

港股异动 | 航空股再度走低地缘风险引发全球航空停运潮油价上涨将加剧航空业营运压力