中加航线再增班！但比疫情前的恢复率仍不到三成

Core Viewpoint - The competitive landscape of international routes is undergoing significant changes, particularly in the context of China-Canada flights, which are gradually resuming after the pandemic, albeit at a slower pace compared to China-US routes [1][9]. Group 1: Flight Resumption and Capacity - China Eastern Airlines announced the resumption of its direct flights from Shanghai to Vancouver starting September 25, operating twice a week with an A350-900 aircraft [1]. - The recovery of China-Canada routes has been slower than that of China-US routes, leading to persistently high ticket prices [2]. - The three major Chinese airlines (China Southern, China Eastern, and Air China) have been approved to increase their flights to Canada, collectively adding six weekly flights, bringing the total to 24 weekly flights from mainland Chinese carriers [3][4]. Group 2: Regulatory Constraints - The resumption of flights has been limited by Canadian regulations, which initially restricted the number of flights and prohibited direct flights from Beijing to Canada [3][4]. - The flight capacity remains significantly lower than pre-pandemic levels, with over 70 weekly flights before the pandemic compared to the current 24 [5]. Group 3: Ticket Pricing Trends - Due to high demand and limited supply, ticket prices for the Shanghai-Vancouver route have remained elevated, with economy class tickets previously exceeding 20,000 yuan [7]. - Following a temporary suspension of Air Canada's flights due to a labor strike, there has been a slight decrease in ticket prices, with some economy class tickets now available for under 20,000 yuan [7]. Group 4: Market Dynamics - The overall recovery rate for China-Canada flights is low, with only 26.1% of flights restored compared to 2019 levels [9]. - In contrast, domestic Chinese airlines have shown a recovery rate of 103.7% compared to 2019, while foreign airlines have only achieved a recovery rate of 65.4% [10][11]. - The market share of domestic airlines has increased from 59.1% in 2019 to 69.6%, indicating a shift in competitive dynamics [10].