民航2025年盈利65亿元 今年整治“过低票价”要动真格

Core Insights - The civil aviation industry is projected to achieve a profit of 6.5 billion yuan in 2025, building on a turnaround from losses in 2024, indicating improved operational efficiency [1][3]. Group 1: Industry Performance - The civil aviation sector suffered significant losses during the COVID-19 pandemic, totaling nearly 400 billion yuan over three years, but managed to reduce losses substantially in 2023 [3]. - In 2025, the industry is expected to handle a total transport turnover of 1,640.8 billion ton-kilometers, with passenger transport reaching 770 million people and cargo/mail transport at 10.172 million tons, representing year-on-year growth of 10.5%, 5.5%, and 13.3% respectively [3]. - The average daily aircraft utilization rate is projected to be 9.1 hours in 2025, an increase of 0.2 hours year-on-year, with passenger load factors at 85.1% and cargo load factors at 73.4%, up by 1.8 and 1.3 percentage points respectively [3]. Group 2: Future Projections - For 2026, the Civil Aviation Administration anticipates further growth in passenger volume, targeting a total transport turnover of 1,750 billion ton-kilometers, 810 million passengers, and 1.07 million tons of cargo/mail [4]. - The growth rate for passenger transport in 2025 is expected to decline compared to 2024, where passenger and cargo transport grew by 17.9% and 22.1% respectively [4]. Group 3: Market Regulation - The Civil Aviation Administration has identified "involution" in the market, where airlines are engaging in price wars to gain market share, leading to reduced profitability despite increased passenger numbers [5][6]. - Measures to regulate pricing and maintain market order have been proposed, including enhanced price monitoring and self-discipline among airlines to stabilize ticket prices [5][6]. Group 4: Domestic Production - The focus on increasing domestic production in the aviation sector includes the successful operation of the C919 aircraft, which has carried over 4 million passengers, and the expansion of the C909 regional aircraft into international markets [7]. - The domestic aircraft fleet's share has increased from 1.3% in 2019 to 4.5%, with a goal to further enhance the domestic production rate of key aviation equipment and systems during the "14th Five-Year Plan" period [7].