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春秋航空(601021.SH):今年預計各個區域平均水準恢復到接近80%
格隆匯 02-21 23:08

格隆匯2月21日丨春秋航空(601021.SH)披露2024年春運情況交流會議紀要,今年預計各個區域平均水準恢復到接近80%,基本符合民航局年初對國際線恢復的展望。分區域而言,如果外部環境向好的話,日本線邊際增長可能會快於其他地區。春節期間日本線的恢復水平已經很高,日本航線春節的航班量已經和19年同期持平。高松預計換季後復飛,另外還新開了福岡和沖繩,目的地已經超過19年。地面保障通過去年一年多的時間也逐步積累,儘管日本方面在恢復過程中各環節也有些升價,但航班計劃和保障目前看都在漸進式改善,後續會持續新開、加密,不過速度不會很快。韓國線的恢復水平也比較高了,再新增運力會比較謹慎。

從2023年12月到現在,泰國線的表現一直比較好,免籤政策效果比較好,也因為是東南亞的旅遊旺季,後續淡季和雨季到來,會根據需求來看航班量調整,五一和暑運旺季會增加運力,但平日會注重運力投放的節奏。

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