国泰航空(00293.HK):8月份载客量与货物运载量均有所下跌
格隆汇9月11日丨国泰航空(00293.HK)发布公告,国泰航空集团今天公布国泰航空与国泰港龙航空于2019年8月份合并结算的客、货运量。数据显示,8月份的载客量与货物及邮件运载量较去年同期均有所下跌。
两航空公司在8月份合共载客约290.06万人次,较2018年8月下跌11.3%,乘客运载率下跌7.2个百分点至79.9%,以可用座位千米数计算的运力则上调5.1%。今年首八个月的载客量较去年同期上升2.2%,而运力则增加6.5%。
两航空公司上月运载的货物及邮件合共约16.13万公吨,较去年同期减少14%,运载率下跌7.5个百分点至60.9%。以可用货物及邮件吨千米数计算的运力下降0.6%,而货物及邮件收入吨千米数的跌幅为11.6%。今年首八个月的载货量较去年同期减少7.1%,运力上升0.8%,而货物及邮件收入吨千米数则下跌7.2%。
国泰航空顾客及商务总裁林绍波表示:「八月份对国泰航空及香港都是极具挑战性的月份,本来是暑假旅游高峰期,但整体来港旅客量大幅减少近半,严重影响我们的航空公司业务表现。我们的来港载客量较去年同期减少38%,离港客运量则减少12%。预期九月份的情况仍持续艰难。
「前舱需求的下跌较休闲旅游更显着,整体运载率大幅跌至80%。从区内市场来港的需求严重受挫,尤以中国内地和东北亚为甚。澳纽航线则表现较理想。由于旅行需求减弱,过境旅客比例增加及因美元走强而带来的负面影响,令客运收益率进一步受压。
「现阶段,年内未来数月的预订水平大幅下降,因此我们会实施短期应变措施,包括按需求调整运力。具体而言,我们将会减少运力增长,2019年冬季季度(今年10月底至明年3月底)的运力增长,由原先计划超过百分之6的增幅调整为按年比较略低于去年同期的水平。
「然而,我们的中期前景仍保持乐观。我们会切实履行品牌和乘客体验的坚定承诺,继续投资于新飞机及提升乘客体验,让乘客有更多理由选乘国泰。头等及商务舱的全新机舱产品即将面世,经济舱全新餐饮体验亦会陆续推出。此外,在长途航班所有客舱的机上娱乐系统,内容质量亦均已大幅增加及提升。
「集团的货运业务仍面对不少挑战。月内,各业务区域的货运量按月下跌,主要反映世界各地在节假期间需求偏软、区内多次遭受热带风暴吹袭,及香港机场服务受阻的情况。地缘政治持续紧张将继续影响整体市场情绪。纵然如此,踏入传统货运高峰期之初的九月,我们的展望仍较正面,预期货运需求会因专项货物及填补仓存而逐步改善。」
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