春秋航空(601021.SH):上半年淨利潤預增54%到60%
格隆匯7月9日丨春秋航空(601021.SH)公佈2024年半年度業績預增公吿,經財務部門初步測算,預計2024年半年度實現歸屬於上市公司股東的淨利潤為12.9億元到13.4億元。與上年同期淨利潤8.4億元相比,將增加4.5億元到5.0億元,同比增加54%到60%。預計2024年半年度歸屬於上市公司股東的扣除非經常性損益的淨利潤為12.8億元到13.3億元。與上年同期扣除非經常性損益的淨利潤7.6億元相比,將增加5.2億元到5.7億元,同比增加68%到75%。
2024年以來,國內外出行市場較去年同期均呈現顯著恢復態勢,促使公司主營業務大幅改善。國內市場,受益於航線結構和旅客結構改善等因素,公司國內航線上半年表現較好,運力投放同比增長13.3%,客座率達到91.7%,較去年同期上升2.7個百分點。其中,節假日期間旺盛的因私需求成為出行旺季盈利增長的最大保障,春節及五一黃金週、清明及端午小長假,公司均實現運力投放和旅客運輸量歷史同期新高;同時,商務航線和商務客源的增加也幫助公司在淡季及平季實現更好的收益穩定性。
國際市場,受益於目的地國家匯率貶值、簽證便利度提升及負面輿情改善等,觀光、休閒、度假等傳統客羣出境遊熱情顯著恢復,需求釋放節奏整體快於供給恢復,尤其在出行旺季創造了更好的經營環境。公司也順應市場需求,上半年國際航線運力投放同比增長89.4%,客座率達到89.7%,較去年同期上升9.6個百分點。
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