航空股逆势走强，机构看好国庆黄金周展望
港股航空板块今日逆势走强，截至发稿，东航领涨4.2%，国航、南航涨近3%。
A股方面，航空股同样领涨大盘，海航控股大涨10%，东航涨2.71%，国航、南航涨近2%。
港A两市航空股延续近日强劲趋势，得益于国内航空需求的持续恢复。9月8日，中国民用航空局副局长崔晓峰在第二届“空中丝绸之路”国际合作峰会发言中介绍，8月底，中国民航每日航班量超过1.3万班，恢复到疫情前的九成。
9月7日，中国民航局公示称，拟批准东方航空独资筹建一二三航空，注册资本为15亿元人民币，经营国内航空客货运输业务。拟使用的航空器为ARJ21-700系列飞机。这一政策东风也成为东航近日领涨板块的重大利好。
随着国内航空需求持续恢复，航空公司持续减亏。同时，原油期货价格近日明显回调，美油已跌至40美元下方；在岸和离岸人民币目前均升破6.84关口，较今年5月底已升值超4%提供利好。几大因素叠加，共同助推航空股集体走强。
根据飞常准大数据分析，在暑运带动下，8月份中国内地航线航班执行量继续保持稳定，中国内地机场8月日均起降超过28000架次，实际执飞航班37万班次，较7月环比提升12%，8月单日最高已接近2018年的日均起降水平。
2020年二季度，三大航净利润亏损收窄13%，扣除汇兑和投资损失，国航、南航和东航利润总额亏损收窄29.7%、17.7%和6.7%。预测三季度内线收益降幅收窄至15%左右，航司单季度净利润转正的确定性提升。
从9月3日开始，民航局宣布重启9条往来北京及八个疫情已受控国家的航线，包括泰国、柬埔寨、希腊、丹麦、瑞典等。服务将陆续在9月3日起逐步恢复，而来自其他地区的航班将会被转至12个其他城市的机场。
中金研报指出，航空作为接触型行业是受疫情影响最严重的板块之一，在疫情之中盈利和股价均受到大幅损害，但当前基本面和股价的最低点均已过。疫苗年内落地或是大概率事件，如果疫苗上市，航空股或将迎来第一波上涨，如果疫苗接种范围广泛且效果出色，航空股或将迎来第二波上涨。
十一黄金周即将到来，随着疫情逐步得到控制，疫苗顺利研发的消息不断传来，出行信心进一步得到提升。压制近1年的出行需求，有望在今年十一长假集中爆发。
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