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国泰(00293.HK)8月载客量跌98.8% 每月耗15亿至20亿元 架构重组助生存
阿思达克 09-14 12:08
国泰航空(00293.HK)公布,旗下国泰航空与国泰港龙8月份共载客3.58万人次,按年跌98.8%,收入乘客千米数按年减少98.1%。乘客运载率下跌60个百分点至19.9%,以可用座位千米数计算的运力则下跌92.2%。今年首八月载运乘客人次较去年同期下跌81.7%,运力下跌72.8%,而收入乘客千米数则下跌79.2%。

货运方面,两航空公司在八月运载的货物及邮件合共10.21公吨,按年跌36.7%,月内的货物及邮件收入吨千米数按年减少30.3%。运载率上升14.2个百分点至75%。以可用货物及邮件吨千米数计算的运力下跌43.5%。今年首八月载运货物量较去年同期下跌33.5%,运力下跌34.4%,而货物及邮件收入吨千米数则下跌26.5%。

国泰航空顾客及商务总裁林绍波指,现正面对着一段漫长和不明朗的复苏路程。整个航空业受到COVID-19疫情沉重打击,而经营环境在未来数年将持续严峻。国际航空运输协会(IATA)预期,国际客运需求要到2024年才能恢复至疫情前的水平,显示复苏进程将非常缓慢。

他指出公司已采取果断措施减少开支,但每月仍然消耗15亿至20亿港元现金,并会在市场复苏前继续消耗大量现金。资本重组给予了国泰空间进行企业转型及在短期内得以继续营运,然而这是一项始终需要偿还的投资。

他强调若不因应旅游市场新常态而调整营运部署,集团最终将无法生存,故为了保障集团、香港国际航空枢纽、以及最多员工的生计,架构重组实是无可避免的。公司会继续全面检视集团各方面的业务营运,在第四季就未来的营运规模及模式向董事局提出建议,务求在行业新常态下继续发展业务。

林绍波指,对今年货运高峰期的业务表现审慎乐观,因为至今已接获客户可观的货运运力预订。在客运需求方面,公司仍未察觉到任何即时反弹的迹象。因此已将9月份的客运运力下调至约10%,而10月份的水平亦相若,亦会视乎各国放宽或收紧旅游限制及隔离要求而调整。

由於集团在可预见的将来只会运作一小部分的航班服务,公司会继续将部分客运机队(大约40%)转移至香港以外的地区存放,以符合谨慎营运及资产管理的考量。

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