春秋航空(601021.SH):未來公司將努力保持兩位數增長
格隆匯6月12日丨有投資者向春秋航空(601021.SH)提問:近幾年春秋自身的飛機引進速度有明顯放緩,存在哪些障礙?疫情恢復之後公司對於中長期的運力增速是如何考慮的?如果一直監管比較嚴格,提倡高質量發展,大股東角度可以接受公司未來僅有10~15%的複合增長嗎?
春秋航空回覆:19-21年飛機引進基本是正常的,22年主要受極端情況影響較大,飛機引進放緩,增速下調,23年開始受飛行員流失影響,飛行實力受限,公司下調飛機引進計劃。目前隨着外籍飛行員的召回以及自身培養的推進,預計飛行實力的恢復是很快的。其次,公司認為在經濟下行週期,公司的需求受影響比較小,市場發展空間依然很大。行業監管方面一直比較嚴格,政府是比較鼓勵民營經濟的發展,有利於春秋的高質量發展,未來公司將努力保持兩位數增長。
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