國泰航空(00293.HK):9月載客量跌7.1%至242.7萬人次 載貨量跌4.4%
格隆匯10月18日丨國泰航空(00293.HK)今天公佈國泰航空與國泰港龍航空於2019年9月份合併結算的客、貨運量。數據顯示,9月份的載客量與貨物及郵件運載量較去年同期均有所下跌。
兩航空公司在9月份合共載客242.6961萬人次,較2018年9月下跌7.1%,乘客運載率下跌7.2個百分點至73.6%,以可用座位千米數計算的運力則增加9.8%。今年首九個月的載客量較去年同期上升1.3%,而運力則增加6.9%。
兩航空公司上月運載的貨物及郵件合共17.2637萬公噸,較去年同期減少4.4%,運載率下跌3.7個百分點至65.5%。以可用貨物及郵件噸千米數計算的運力上升0.1%,而貨物及郵件收入噸千米數的跌幅為5.3%。今年首九個月的載貨量較去年同期減少6.8%,運力上升0.7%,而貨物及郵件收入噸千米數則下跌7.0%。
國泰航空顧客及商務總裁林紹波表示:「客運業務於9月份面對的挑戰依然艱難,市場氛圍偏弱,尤以訪港旅遊為甚,因而影響客運收入。乘客運載率下跌7.2個百份點,其中來港載客量按年減少38%,兩項數據與8月份的按年跌幅相同。離港客運量減少9%,較8月份的12%跌幅有輕微好轉。經香港的中轉客運流量則大致平穩。
「中國內地市場的表現尤受影響,原是旅遊高峯期的十一國慶假期,今年需求非常疲弱。印度航線得益往來北美的強勁需求,成為主要亮點。市場競爭激烈,加上短期內過境旅客比例增加,令客運收益率持續受壓。
「2019年年底前的訪港機位預訂情況仍然遠遜往年同期的水平,其中又以中國內地及其他亞洲市場的情況最為嚴重。我們較早前已宣佈一系列短期措施,包括按需求下滑調整2019年10月底至2020年3月底的冬季航班運力。
「我們的貨運業務因踏入空貨運業的傳統旺季,較8月份有所改善。大部分市場的表現錄得按月增長。我們亦在定期貨運航班以外加開若干包機航班,以應付新電子產品推出的額外空貨運需求。然而,整體貨運市場依然競爭劇烈及面對不少挑戰,今年至今的貨運量及運載率較去年同期遠遠遜色。
「我們繼續密切留意市場情緒和環球旅遊趨勢,因應需求而靈活調整客貨運運力。與此同時,國泰持續投資提升顧客體驗,履行承諾。例如,我們已於頭等和商務艙中陸續推出一系列全新的舒適產品及餐飲服務,包括商務艙的新牀墊和柔軟拖鞋,並改良了頭等和商務艙的枕頭和毛毯。我們亦大大豐富了所有客艙的機上娛樂,在眾多航班上增加了多達四倍的精采內客,給予乘客更多理由選乘我們的航班。我們預期2019年年底前的市場環境對國泰而言仍是艱難重重,預期下半年業績將會較上半年遜色。」
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.