中印直航恢复，经贸人文往来有望加速

Core Points - The restoration of direct flights between China and India is expected to enhance economic and trade relations, providing stability and sustainability to bilateral ties [1][4][8] Group 1: Airline Operations - Indigo Airlines is the first carrier to resume direct flights, starting from October 26, 2023, with a route from Kolkata to Guangzhou, followed by a daily flight from Delhi to Guangzhou starting November 10, 2023 [2][3] - The weekly flight frequency from Guangzhou to India will reach 14 round trips, with ticket sales already initiated [2] - Indian Airlines plans to re-enter the Chinese market by launching direct flights from Delhi to Shanghai by the end of the year [2][3] Group 2: Economic Impact - The direct flights are anticipated to significantly reduce travel time and costs, which had increased by over 40% during the five-year hiatus due to reliance on third-country transit [3][4] - In 2019, there were over 500 flights monthly between the two countries, indicating substantial market potential that remains untapped [3][4] - The bilateral trade volume is projected to reach $138.48 billion in 2024, providing a stable foundation for business travel [4] Group 3: Tourism Sector - The restoration of direct flights is seen as a transformative opportunity for the tourism market, allowing for more competitive pricing and innovative travel products [5][6] - Travel agencies are preparing to launch new tour packages centered around the direct flight offerings, enhancing customer experience and reducing costs [5][6] - The direct flights are expected to facilitate cultural exchanges and strengthen ties between the two nations, benefiting the tourism industry [6][9] Group 4: Geopolitical Context - The resumption of direct flights is viewed as a strategic move to improve bilateral relations amidst a backdrop of geopolitical tensions [3][8] - It reflects a shift in India's perception of China from a competitive stance to one of cooperation, aligning with leaders' consensus on partnership [8][9] - The direct flights are expected to restore trust and facilitate people-to-people connections, which are crucial for long-term bilateral relations [8][9]