國泰(00293.HK)8月載客量跌98.8% 每月耗15億至20億元 架構重組助生存
國泰航空(00293.HK)公布,旗下國泰航空與國泰港龍8月份共載客3.58萬人次,按年跌98.8%,收入乘客千米數按年減少98.1%。乘客運載率下跌60個百分點至19.9%,以可用座位千米數計算的運力則下跌92.2%。今年首八月載運乘客人次較去年同期下跌81.7%,運力下跌72.8%,而收入乘客千米數則下跌79.2%。
貨運方面,兩航空公司在八月運載的貨物及郵件合共10.21公噸,按年跌36.7%,月內的貨物及郵件收入噸千米數按年減少30.3%。運載率上升14.2個百分點至75%。以可用貨物及郵件噸千米數計算的運力下跌43.5%。今年首八月載運貨物量較去年同期下跌33.5%,運力下跌34.4%,而貨物及郵件收入噸千米數則下跌26.5%。
國泰航空顧客及商務總裁林紹波指,現正面對著一段漫長和不明朗的復甦路程。整個航空業受到COVID-19疫情沉重打擊,而經營環境在未來數年將持續嚴峻。國際航空運輸協會(IATA)預期,國際客運需求要到2024年才能恢復至疫情前的水平,顯示復甦進程將非常緩慢。
他指出公司已採取果斷措施減少開支,但每月仍然消耗15億至20億港元現金,並會在巿場復甦前繼續消耗大量現金。資本重組給予了國泰空間進行企業轉型及在短期內得以繼續營運,然而這是一項始終需要償還的投資。
他強調若不因應旅遊市場新常態而調整營運部署,集團最終將無法生存,故為了保障集團、香港國際航空樞紐、以及最多員工的生計,架構重組實是無可避免的。公司會繼續全面檢視集團各方面的業務營運,在第四季就未來的營運規模及模式向董事局提出建議,務求在行業新常態下繼續發展業務。
林紹波指,對今年貨運高峰期的業務表現審慎樂觀,因為至今已接獲客戶可觀的貨運運力預訂。在客運需求方面,公司仍未察覺到任何即時反彈的跡象。因此已將9月份的客運運力下調至約10%,而10月份的水平亦相若,亦會視乎各國放寬或收緊旅遊限制及隔離要求而調整。
由於集團在可預見的將來只會運作一小部分的航班服務,公司會繼續將部分客運機隊(大約40%)轉移至香港以外的地區存放,以符合謹慎營運及資產管理的考量。
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.