On the evening of March 18, China Southern Airlines, Air China and China Eastern Airlines and other major listed airlines announced operating data for February. The reporter found that the passenger turnover of the three major airlines fell by more than 80%. Among them, China Southern Airlines fell by 85.11%, China Eastern Airlines fell by 83.74%, and Air China dropped by 80.5% year-on-year.
Except for the three major airlines, HNA Holdings ’passenger turnover in February decreased by 93.49% year-on-year, and Juneyao Airlines decreased by 76.56%. In addition, in terms of airports, Shanghai Airport ’s passenger throughput fell by 81.53% in February, Baiyun Airport fell by 83.57%, and Xiamen Airport A year-on-year decrease of 83.53%.
The passenger load of the three major airlines fell by over 80%, and the cargo business was also affected.
According to statistics from reporters, in February this year, China Southern Airlines passenger turnover decreased by 85.11%, China Eastern Airlines dropped by 83.74%, and Air China dropped by 80.5% year-on-year.
Specifically, China Southern Airlines carried 1.659 million passengers in February, a year-on-year decrease of 86.44%, and January-February carried 1,309.2 million people, a year-on-year decrease of 45.95%; passenger capacity investment decreased by 73.07% year-on-year; passenger turnover decreased year-on-year 85.11%; passenger load factor was 47.11%, a year-on-year decrease of 38.11%.
In the same period, China Eastern Airlines carried 1.322 million passengers in February, a year-on-year decrease of 87.48%, and January-February carried 11.44 million passengers, a year-on-year decrease of 46.17%; passenger capacity investment decreased by 72.66% year-on-year; passenger turnover decreased by 83.74% .
In February 2020, the combined passenger turnover of Air China and its subsidiaries was affected by the new coronary pneumonia epidemic and fell year-on-year and month-on-month. Air China carried 1.6 million passengers in February, down 82.9% year-on-year, and 10.79 million passengers in January-February, down 43.1% year-on-year; passenger capacity (by available seat kilometers) dropped 68.1% year-on-year, and passenger turnover Volume fell 80.5% year-on-year.
In terms of cargo, the data of the three major airlines have also been affected. China Southern Airlines ’freight capacity investment decreased by 49.76% year-on-year; China Eastern Airlines’ cargo and mail carrying capacity decreased by 57.83% in February; China Air China ’s freight capacity input in February decreased by 66.4% year-on-year.
HNA Holdings previously stated that the number of passengers carried in February this year was 480,300, a decrease of 93.49% year-on-year; the number of passengers carried in January to February was 5.0927 million, a decrease of 64.82% year-on-year. In addition, in February 2020, the company's cargo and mail transportation was 8.64 thousand tons, a year-on-year decrease of 71.42%.
Juneyao Airlines said that Juneyao Airlines and its subsidiary Jiuyuan Airlines ’passenger capacity investment decreased by 59.16% year-on-year; passenger turnover decreased by 76.65% year-on-year; passenger load factor decreased by 49.72% year-on-year; 37.25% year-on-year; the number of passengers was 41.13 million, a year-on-year decrease of 76.56 %.
Passenger throughput of several major airports also fell by more than 80%
The reporter noted that in terms of airports, the passenger throughput of Shanghai Airport in February fell 81.53% year-on-year, Baiyun Airport fell 83.57% year-on-year, and Xiamen Airport dropped 83.53% year-on-year.
The data shows that in February this year, the number of aircraft movements at Shanghai Airport decreased by 61.72% to 15,292, and passenger throughput decreased by 81.53% to 113,315. Of which, the domestic area decreased by 81.84% to 55.02 million, and the international area It decreased by 79.34% to 522,200 person-times, and the area decreased by 89.55% to 59,300 person-times.
In the same period, the passenger throughput of Baiyun Airport in February was 96.68 million, compared with 5.886 million in February of last year, a year-on-year drop of 83.57%. The cargo and mail throughput was 79,900 tons, which was 96,300 tons in February last year, a year-on-year decrease of 17%.
In addition, in February 2020, Xiamen Airport took off and landed 4,797 flights, a year-on-year decrease of 68.95%; passenger throughput was 374,300 person-times, a year-on-year decrease of 83.53%; cargo and mail throughput was 11,900 tons, a year-on-year decrease of 28.34%.
Previously, the Civil Aviation Administration issued a policy to actively respond to the impact of the new crown pneumonia on the civil aviation industry, effectively rescue the development of civil aviation enterprises, put forward the implementation of preferential policies such as exemption from the civil aviation development fund, the implementation of the central government's funding for international scheduled passenger flights and the implementation of major flight missions Supported policies. The policy also proposes to reduce domestic, Hong Kong, Macao and Taiwan and foreign airlines' airport and air traffic control fees, and reduce the base price of the first and second types of airports by 10%.
Tianfeng Securities said that the resumption of production and work in various places has been vigorously promoted, and the bottom of civil aviation passenger traffic has gradually rebounded. Although the industry ’s huge loss in the first quarter may have been unavoidable, the industry ’s phased trimming and potential integration may increase the market concentration of the industry. Degree, improve the competition pattern, and the long-term growth space is wider after the short-term throes.
In addition, in the airport sector, Tianfeng Securities stated that the purpose of the policy is to promote airlines that have suffered large losses due to the epidemic, but the epidemic will eventually end. The impact of the policy is temporary and will not change the investment of core companies. value. Although the policy has reduced the revenue contribution of existing flights, it has also brought about a marginal improvement in incremental flight revenue. As the epidemic gradually subsides, it is expected that passenger flows at the hub airports will gradually pick up.
Beijing News reporter Zhang Zeyan