Yesterday evening, Shanghai reported 2 new local confirmed cases and 3 local asymptomatic infections, of which 4 were close contacts of imported asymptomatic infections reported on January 11, and 1 was a close contact of close contacts.

  Therefore, Shanghai has added a medium-risk area, which is No. 228, Yuyuan Road, Jing'an Temple Street, Jing'an District, where the confirmed cases work.

  It is worth noting that, according to the website of the Beijing Municipal Government, the Beijing New Coronary Pneumonia Epidemic Prevention and Control Leading Group held its 137th meeting on January 12 and the 88th meeting of the capital’s strict management of joint prevention and control coordination mechanism in Beijing. Emphasis: Strictly take measures such as home observation and nucleic acid testing for those entering and returning to Beijing who have a history of living in the county (city, district, banner) where the medium and high-risk areas are located within 14 days; strictly prevent risk personnel from entering and returning to Beijing through a third place; The city where the case is located has implemented epidemic prevention policies such as suspension of flights, suspension of sales, and suspension of entry and return to Beijing.

  In this regard, some passengers have asked whether all flights from Shanghai to Beijing will be suspended?

  The first financial reporter checked the flight information this morning and found that the Beijing-Shanghai route is still operating. At present, several Beijing-Shanghai flights including China Eastern Airlines and Juneyao Airlines have taken off, but some Beijing-Shanghai flights have also been cancelled.

As more passengers choose to leave Shanghai early, many Beijing-Shanghai flights are also overbooked.

  According to the reporter's understanding, the relevant requirements for suspension of flights, sales, and suspension of entry and return to Beijing in the city where the case occurred had similar regulations in November last year. At that time, it was required to cancel the direct flight to Beijing from the relevant prefecture-level city where the local epidemic occurred in time. , cut flights from provincial capitals to Beijing in medium and high-risk areas, keeping only one flight per day, and strictly controlled the passenger load factor to not exceed 75%. At that time, flights to and from Beijing had been greatly reduced.

  Many people in the industry believe that the above-mentioned series of measures will greatly reduce the number of passengers entering Beijing. Since the routes to Beijing are basically the most profitable routes for airlines, the sharp reduction of flights to Beijing will further affect domestic airlines. , and the more influential will be Air China (601111.SH), which is based in Beijing.

  According to the 2021 third-quarter report released by listed airlines, the biggest loss was also Air China (601111.SH), the most profitable of the three state-owned airlines, which accounted for the highest proportion of its international routes, and Beijing, its base camp, was under more epidemic control. Restrictions don't matter.

  In the first three quarters, only Spring Airlines made a profit among the listed airlines, but the net profit was only 159 million yuan.

Due to the repeated epidemics caused by the emergence of mutated viruses, the market expectations of civil aviation people for the fourth quarter of this year are also lower than that of the fourth quarter of last year.

  On the one hand, the fourth quarter is a traditional off-season for the industry. On the other hand, another round of local epidemics is still spreading, affecting air travel and inter-provincial travel in more regions. Lost a huge chunk of the airline's profits.

  In this context, it will become more difficult for domestic airlines to turn around in the fourth quarter, and many airlines will “harvest” losses for the second consecutive year in 2021.