2023-04-29 12:21:00
Seven A-share airlines in the first quarterachievementhave been announced successively. in,Spring Airlines（601021.SH）、Juneyao Airlines（603885.SH）、HNA Holdings(600221.SH) took the lead in turning losses, the three major airlines andChina Airlines(002928.SZ) is still at a loss. Analysts said that with the recovery of the tourism market and the recovery of travel demand, airlines will speed up loss reduction.
The three airlines turned losses, and the three major airlines still lost 8.6 billion
“The first quarter is the first quarter when the demand for flights and transportation in the air transport industry recovers following the epidemic, and the recovery period basically covers the entire quarter. Superimposed on the peak season of the Spring Festival and Spring Festival in the first quarter, the airlines (passenger traffic volume, performance and other data performance) in the first quarter They have all recovered very well.” Xie Li, a professor at the Civil Aviation Management Academy of China, told reporters from the Financial Associated Press.
Judging from the performance of various airlines in the first quarter, Spring, Juneyao, and Hainan Airlines turned losses into profits, and the three major airlinesAir China（601111.SH）、China Eastern Airlines（600115.SH）、southern Airline(600029.SH) Although it still has a total loss of regarding 8.63 billion yuan, the loss has been greatly reduced.
The performance of each airline (data source:ChoiceFinancial Associated Press reporters)
“Chunqiu, Juneyao, Hainan Airlines and other companies are the first to turn losses. Since their main markets and flights are basically domestic flights and international flights in Asia (Southeast Asia, Japan and South Korea), the demand for (transportation) in these regions has recovered rapidly, and flights have also recovered rapidly. , so these three airlines can quickly turn losses in the first quarter.” Xie Li further analyzed to the reporter of the Financial Associated Press that the proportion of international flights of the three major airlines is relatively large. Among the international flights, European and American flights recovered slowly in the first quarter, so the three major airlines It is difficult for airlines to turn losses quickly.
“andChina AirlinesFor airlines that mainly rely on regional routes, the current demand is mainly due to the rapid recovery of main routes, soChina AirlinesIt also failed to turn losses (in the first quarter). “Xie Li said.
From the perspective of cost, Xie Li believes that the unit cost of small and medium-sized companies is relatively low (except for regional airlines), so small and medium-sized airlines can turn losses relatively quickly.
“In the new flight season, Hainan Airlines is expected to fly more than 500 domestic and foreign routes, covering more than 100 domestic and foreign cities, with routes reaching Europe, North America and Asia.”HNA HoldingsThe relevant person in charge told the reporter of the Financial Associated Press that the company’s international routes are still being encrypted and resumed, and its performance is expected to continue to rise.
A reporter from the Financial Associated Press also reported fromJuneyao Airlineswas informed,Juneyao AirlinesAfter entering the summer and autumn flight season, we continued to add and resume flights. On the basis of focusing on the recovery of international flights in Japan, South Korea and Southeast Asia, we also added a number of popular domestic business travel destination routes.
According to the data released at the April regular press conference held by the Civil Aviation Administration of China on April 18, in the first quarter, the entire industry completed a total of 129 million passenger trips, a year-on-year increase of 68.9%. %, a substantial increase of 51 percentage points compared with the fourth quarter of 2022. From the perspective of route structure, domestic routes completed 126 million passengers, a year-on-year increase of 66.6%, equivalent to 88.6% of the same period in 2019; international routes completed 2.242 million passengers, a year-on-year increase of 717%, equivalent to 12.4% of the same period in 2019. With the continuous recovery of international passenger flights, in March, the passenger traffic volume of international routes has recovered to 18.1% of the same period before the epidemic.
“May 1st” air tickets “explosive”, summer season may speed up comprehensive loss reduction
In the face of the future development of civil aviation, the China Aviation Association predicts that the demand for “compensatory tourism” in the domestic market in the second quarter of this year is turning into actual consumption, and there is a factor of concentrated release of stock demand. It is predicted that the overall passenger flight volume in the second quarter will recover to More than 98% of the pre-epidemic level, passenger transport volume has recovered to regarding 85%.
The outbreak of demand during the “May 1st” period has been reflected. Yesterday, a reporter from the Financial Associated Press learned that during the “May 1st” periodChina Eastern AirlinesJuneyao Airlines,Spring AirlinesSome airline tickets are sold out.
today,Shanghai Airport(600009.SH) Pudong and Hongqiao are crowded with people.
Financial Associated Press reporter fromChina Eastern AirlinesThe Office was informed that on the first day of the “May 1st” holiday, China Eastern Airlines plans to operate 2,778 flights, including 142 international flights and 2,636 domestic flights, with a single-day passenger traffic of over 388,000. In Shanghai Hongqiao and Pudong, a total of 937 inbound and outbound flights of Eastern Shanghai United and agency airlines were guaranteed, serving 119,600 passengers, including more than 2,700 transit passengers. Yesterday, China Eastern Airlines also ushered in the peak of transportation before the “May 1st” holiday, with a single-day passenger transportation volume exceeding 407,000 person-times.
southern AirlineThe person in charge also told the reporter of the Financial Associated Press that the passenger volume of China Southern Airlines’ two departures from Shanghai today is expected to be around 14,000, and the average passenger load factor of the two flights is above 85%. “Yesterday was the peak, with more than 15,000 departures (two games in Shanghai) and nearly 14,000 arrivals.”
“During the ‘May Day’ period this year, Hainan Airlines’ domestic capacity investment will exceed that of the same period in 2019, and will open and resume international routes such as Shenzhen-Paris, Beijing-Osaka, and Beijing-Tokyo. It is expected that the ‘May Day’ holiday will be HNA will create a new bright spot in performance.”HNA HoldingsThe relevant person in charge said.
Spring AirlinesIt also mentioned in the minutes of its latest performance exchange meeting that this year’s “May 1st” is an unprecedented high boom, which has a strong reference significance for the summer movement. There is a large amount of demand that has not been released on May 1st. It is expected that the summer Prosperity will also be high.
Xie Li also said that this year’s “May Day” is the most profitable airline company.Hershey’sIt is expected that in June this year, the peak season of summer transportation will begin, and airlines will speed up their loss reduction.
(Article source: Financial Associated Press)
Article source: Financial Associated Press
Original title: May 1st is hot and the civil aviation industry is accelerating its recovery
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