航司运一位旅客赚不过苹果卖一个手机壳

Core Insights - The International Air Transport Association (IATA) forecasts that global airlines will achieve a net profit of $41 billion in 2026, up from $39.5 billion in 2025, marking a historical high [2] - Total industry revenue is expected to reach $1.054 trillion in 2026, a 4.5% increase from $1.008 trillion in 2025, with passenger traffic projected to hit 5.2 billion, reflecting a 4.4% growth [2] - The average net profit per passenger is estimated at $7.90, lower than the historical peak of $8.50 in 2023, remaining unchanged from 2025 [2] Financial Performance - The IATA highlights that the airline industry contributes nearly 4% to global GDP and supports 87 million jobs, yet profit margins are extremely thin [2] - Fuel costs are projected to slightly decrease to $252 billion in 2026, down 0.3% from $253 billion in 2025, while non-fuel costs are expected to rise to $729 billion, a 5.8% increase from $689 billion in 2025 [2] - The increase in non-fuel costs is attributed to aging fleets, supply chain disruptions, and rising maintenance and leasing costs [2] Regional Insights - In the Asia-Pacific region, net profit is estimated at $6.6 billion in 2026, driven by increased tourism and a growing middle class in China and India [3] - However, the average profit per passenger in the Asia-Pacific region is only $3.20, the lowest among all regions, compared to $28.60 in the Middle East, $10.90 in Europe, $9.80 in North America, and $5.70 in Latin America [3] - The region is expected to achieve a record passenger load factor of 84.4% in 2026, despite challenges in international passenger recovery and overcapacity [4] Cargo Insights - The IATA anticipates that air cargo volume will reach 7.16 million tons in 2026, a 2.4% increase from 2025, defying many pessimistic forecasts [4] - Despite a slowdown in global trade, cargo yield is expected to remain stable, only slightly decreasing by 0.5%, and maintaining a level approximately 30% higher than pre-pandemic [4] - The demand for air cargo is bolstered by strong e-commerce and semiconductor transportation needs, as global trade flows adjust due to U.S. tariff policies [4]