Civil aviation lost more than 100 billion yuan in the first half of the year, and 12 airlines were insolvent

　　Author: Chen Shanshan

　　For the second half of the year that has already entered, Song Zhiyong said that efforts should be made to promote the recovery and development of the industry, which focused on efforts to promote the recovery and development of the international aviation market.

　　"Affected by the repeated impact of the epidemic, civil aviation transportation production fell to a low point in the first half of the year. When the daily flight volume was at its lowest, there were only 2,967 flights, which was only 17.8% of the same period in 2019, and the overall loss reached 108.9 billion yuan."

　　This is the latest data disclosed by Song Zhiyong, the new director of the Civil Aviation Administration, at the just-held National Civil Aviation Mid-Year Work Video and Telephone Conference.

　　Song Zhiyong pointed out that before the epidemic, the civil aviation industry made profits for 11 consecutive years, with a total profit of 54.9 billion yuan in 2019, and a cumulative loss of nearly 300 billion yuan since the epidemic.

"The loss in the first half of this year has exceeded the loss in 2020 and 2021. As of now, the airline's asset-liability ratio has reached 82.2%, an increase of 11.9 percentage points compared with before the epidemic, and the asset-liability ratio of 12 airlines has exceeded 100%."

Why did the loss increase in the first half of the year?

　　The huge loss in the first half of the year was related to a decline in revenue and a surge in costs.

　　Data show that in 2018 and 2019 before the epidemic, the operating income of the domestic civil aviation industry both exceeded 1 trillion yuan, while the operating income in the first half of this year was only 307.2 billion yuan, down 41.8% from before the epidemic.

　　Statistics from the Civil Aviation Mid-Year Meeting show that in the first half of this year, the industry completed a total transportation turnover of 29.34 billion ton-kilometers, 118 million passengers, 3.077 million tons of cargo and mail, and about 8,000 guaranteed flights per day. 46.7%, 36.7%, 87.5%, 50% in the same period of 2019.

　　In the first half of the year, the daily utilization rate of aircraft was only 4.4 hours, a decrease of 4.9 hours compared with that before the epidemic. A total of 615 aircraft were parked and stored in the industry, accounting for 15.2% of the entire industry fleet.

　　While revenue has plummeted, pressure on the cost side has continued to increase.

　　Song Zhiyong revealed that due to the sharp rise in international oil prices, fuel costs increased by 22.2 billion yuan compared with the same period last year, and it is expected to increase by 86 billion yuan for the whole year; due to the depreciation of the RMB against the US dollar, exchange losses increased by 16.7 billion yuan compared with the same period last year; Under normalization, the consumption of anti-epidemic materials has also become a rigid cost for enterprises, further aggravating business difficulties.

　　"To this end, the Civil Aviation Administration has coordinated with relevant departments to issue rescue policies to help enterprises. The new financial, fiscal, tax and other rescue policies this year are expected to help enterprises reduce losses by nearly 10 billion yuan, and various policies have strongly supported the development of civil aviation enterprises. The most difficult stage,” Song Zhiyong further pointed out, at present, the industry’s recovery and development is in a critical period of climbing and passing the hurdle. The flight volume has rebounded from the bottom in April. On March 29, the single-day passenger traffic exceeded 1 million.

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What is the recovery in the second half of the year?

　　For the second half of the year that has already entered, Song Zhiyong said that efforts should be made to promote the recovery and development of the industry, which focused on efforts to promote the recovery and development of the international aviation market.

　　Statistics from the Civil Aviation Annual Meeting show that the number of international routes in the first half of this year is still limited, the international air passenger market continues to slump, and the ratio of domestic and international passenger traffic has changed from 8:1 before the epidemic to 202:1 now. .

Due to the strict implementation of the international flight circuit breaker policy, as many as 990 international flights were interrupted in the first half of this year.

　　In the second half of the year, Song Zhiyong said that the circuit breaker policy will still be strictly implemented, but the prevention and control standards will be optimized and adjusted scientifically.

Including "dynamic tracking of confirmed passengers on circuit breaker flights. After adjusting the statistical time, input the situation of confirmed passengers, and do a good job in risk monitoring and early warning. Continuously optimize circuit breaker measures to reduce the impact on normal international exchanges. Dynamically optimize crew isolation, personal protection, nucleic acid testing, Overseas management and other measures will further improve the scientific and accurate prevention and control measures."

　　In addition, “according to the deployment of the joint prevention and control mechanism of the State Council and the plan for the phased increase in international passenger flights, we will formulate methods for receiving international flights at port airports under normalized epidemic prevention and control, and comprehensively consider local reception guarantee capabilities and the risk of epidemic transmission. The international air passenger market has recovered."

　　It is worth noting that since June, many domestic airlines have announced plans to add or resume multiple international routes, many of which have broken through the restrictions of the "Five Ones" policy.

　　The just-coming summer luck will also be a good opportunity for domestic airlines to reduce losses.

According to past practice, summer and spring travel are the two most profitable periods for domestic airlines.

　　Prior to this, many airlines have expressed high expectations for the summer transport market.

Among them, Juneyao Airlines said that the passenger load factor of some popular routes has exceeded 80%. It is expected that in mid-July, Juneyao Airlines will return to about 90% of the market-wide capacity in the same period in 2019; Xiamen Airlines also expects that the number of flights during summer transportation will basically recover this year. to pre-pandemic levels in 2019.

　　However, the repeated epidemics in many parts of the country recently have also begun to reduce the industry's confidence in the recovery of the summer sports market.

Just in the same period last year, the peak summer season ended early because of the outbreak of the local epidemic in Nanjing, which spread to more than half of China.

　　"According to the current situation, it is extremely difficult to achieve this year's production target," Song Zhiyong pointed out at the meeting. The two-year recovery period determined in the "14th Five-Year Plan" for civil aviation development may be extended.