智通财经APP获悉，航空股集体回落，截至发稿，美兰空港(00357)跌8.26%，报17.32港元；中国国航(00753)跌4.21%，报7.06港元；南方航空(01055)跌4.17%，报5.51港元；东方航空(00670)跌2.82%，报3.1港元。
消息面上，国信证券发布研报称，2023年夏秋换季即将到来，伴随着国内线航班量管控的有序放开以及国际航线的持续增班，该行认为民航客流有望进一步回升，供给压力逐步被消化，叠加限折令的持续发力，价格表现有望持续亮眼。首创证券发布研究报告称，3月底换季后国际航班量将加速修复，国内供给将从松趋紧，票价上涨趋势有望持续向好。
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