全线飘红！油价单日跌逾5%，航空运输大爆发，华夏航空涨停

21世纪经济报道05-25 14:26

5月25日，航空运输板块盘中震荡走强，成份股全线飘红，截至13时21分，华夏航空（002928.SZ）强势涨停，中国东航（600115.SH）、春秋航空（601021.SH）、南方航空（600029.SH）、吉祥航空（603885.SH）、中国国航（601111.SH）涨幅靠前。　　消息面上，中东局势缓和预期成为催化航空股走强的核心变量。据央视新闻援引美国方面5月23日消息，美国和伊朗即将达成一份...

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Oil prices fell more than 5% in a single day, air transportation exploded, and Huaxia Airlines daily limit","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"IXC":1.5,"DBC":1.5,"PXE":1.5,"ERX":1.5,"DRLL":1.5,"BWET":1.5,"OILT":1.5,"DBO":1.5,"DIG":1.5,"002928":1.5,"USL":1.5,"OILU":1.5,"UGA":1.5,"DUG":1.5,"GUSH":1.5,"WTIU":1.5,"XES":1.5,"IEO":1.5,"PXJ":1.5,"OIH":1.5,"DRIP":1.5,"FTXN":1.5,"BNO":1.5,"OILK":1.5,"DBE":1.5,"USE":1.5,"VDE":1.5,"USOI":1.5},"content_text":"5月25日，航空运输板块盘中震荡走强，成份股全线飘红，截至13时21分，华夏航空（002928.SZ）强势涨停，中国东航（600115.SH）、春秋航空（601021.SH）、南方航空（600029.SH）、吉祥航空（603885.SH）、中国国航（601111.SH）涨幅靠前。　　消息面上，中东局势缓和预期成为催化航空股走强的核心变量。据央视新闻援引美国方面5月23日消息，美国和伊朗即将达成一份协议，其中包括将停火再延长60天，其间霍尔木兹海峡将重新开放，伊朗可自由售卖石油，双方将就伊朗核计划展开谈判。受此消息刺激，国际油价大跌，WTI原油期货和布伦特原油期货主力合约日内双双跌逾5%。　　值得注意的是，燃油成本是航司最大的运营成本项，通常占总成本的30%—40%。以中国国航为例，其2025年的航空油料成本达500.41亿元，占营业成本的30.77%；此外，南方航空2025年的航油成本为525.26亿元，占比高达32.07%。而中东局势缓和推动国际油价从高位回落，将直接减轻航司的成本负担。　　值得注意的是，就在油价下跌预期升温的同时，国内航空公司刚刚完成了新一轮燃油附加费的上调。根据公开报道，自5月16日0时起，国航、南航、厦航等航空公司上调了中国内地航线燃油附加费：800公里（含）以下航段每位旅客收取90元，800公里以上航段每位旅客收取170元。相较于此前标准，此次涨幅分别达到50%和41%。　　不过，券商对航空板块中长期景气度仍持乐观态度。国盛证券最新研报认为，4月航司经营数据验证国际航线在高油价下展现较强的收入弹性。受国际政治局势影响油价于高位波动，航司受益于燃油附加费上调及票价上涨较好地传导成本，短期建议重视逆向布局航空板块，中长期看好\"供需优化\"及\"反内卷\"下航空板块景气度，民航\"高客座率\"有望持续向航司利润兑现传导。　　中泰证券同样认为，中长期看，民航国内市场运力投放增速缓慢不改，需求将延续温和复苏态势，推动客座率再创新高、票价趋势性上涨；国际市场将受益于免签政策以及企业出海利好效应持续释放，需求乐观增长或比预期更强，从而带动量价表现持续向好。（文章来源：21世纪经济报道）","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":"dataReport","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":"4.42.2","shortVersion":"4.42.2","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/2638580055","isCrawlerRequest":true}