國泰(00293.HK):9月客運續改善 關注多個市場放寬旅客入境檢疫限制機遇
國泰航空(00293.HK)顧客及商務總裁林紹波指,9月份的客運業務表現延續上月的走勢,錄得輕微改善,每日平均接載人次與8月的水平相近,於9月17日更接載了6,562名乘客,是2020年3月底以來的單日新高。儘管如此,相對於2019年9月的疫情前水平,僅營運約13%的客運運力。
他續稱,內地留學生的出行需求,繼續推動客運業務。月初,前往美國的留學生需求較為殷切,其後來自香港及內地留學生前往英國的需求則逐步提升。其次,經香港往返亞洲各地的旅客也是客運需求的主要動力。另一方面,在嚴格的隔離檢疫規定下,來港的客運需求仍然疲弱。
貨運方面,他指,踏入傳統貨運旺季,貨運需求持續增長。於9月份全面運作貨機機隊,並調配較8月多20%的只載貨客機航班,以滿足強勁需求。整體而言,相對於2019年9月的疫情前水平,於月內營運約70%的貨運運力。月內整體載貨量按月增加5%至13.1萬公噸,是自2019冠狀病毒病疫情爆發以來的單月新高。各貨運巿場均表現強勁,香港及若干東南亞市場於9月份更錄得破紀錄收益。
他期望,前往倫敦的留學生需求持續至10月上旬,會繼續注視多個市場(尤其是美國)放寬旅客入境檢疫限制的安排,並評估為客運需求帶來的機遇;又預計貨運需求持續暢旺,除受運送全新消費品帶動外,在物流供應鏈持續緊張下,亦刺激了補給庫存的需求。環球團隊一直努力不懈為顧客提升貨運運力及擴展環球網絡,同時繼續應對疫情為業務運作帶來的挑戰。
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