IATA：10月全球航空货运总需求同比增长4.1%

Core Insights - The International Air Transport Association (IATA) reported a 4.1% year-on-year increase in global air freight demand (measured in cargo tonne-kilometers, CTK) for October 2025, with international demand growing by 4.8% [1] - Available cargo tonne-kilometers (ACTK) increased by 5.1% year-on-year, with international capacity rising by 6.4% [1] - October marked the eighth consecutive month of growth in air freight demand, setting a new monthly record [1] - Despite a six-month decline in the Asia-North America trade route, significant growth was observed in intra-Asia, Middle East-Europe, and Europe-Asia routes, indicating a shift in air freight dynamics [1] Air Freight Market Performance - Global air freight trade grew by 5.3% year-on-year in September, while global industrial production increased by 3.7%, marking the fastest growth since March 2025 [1] - In October, despite a drop in crude oil prices, aviation fuel prices rose by 2.5%, with the aviation fuel crack spread nearly double that of the previous year [1] Regional Performance - Asia-Pacific airlines saw an 8.3% increase in air freight demand and a 7.3% increase in capacity [4] - European airlines experienced a 4.3% increase in demand and a corresponding 4.3% increase in capacity [4] - Middle Eastern airlines reported a 5.7% increase in demand and a 10.0% increase in capacity [4] - North American airlines faced a 2.7% decline in demand, the worst performance among all regions, with a slight capacity increase of 0.1% [4] - Latin American airlines also saw a 2.7% decline in demand, with a 2.8% increase in capacity [4] - African airlines had the strongest growth, with a 16.6% increase in demand and a 20.0% increase in capacity [4] Trade Route Analysis - The Asia-North America route declined by 1.4%, marking six consecutive months of decrease [5] - The Europe-Asia route grew by 11.7%, continuing a 32-month growth streak [5] - The Middle East-Asia route increased by 11.5%, maintaining an eight-month growth trend [5] - Intra-Asia routes grew by 9.0%, continuing a 24-month growth streak [5] - The Europe-North America route increased by 2.6%, marking 21 months of growth [5] - The Africa-Asia route grew by 10.9%, continuing a four-month growth trend [5]