白菜价机票买不到了？民航开始“反内卷”

Core Viewpoint - The civil aviation industry should shift towards technology and service-driven strategies to enhance profitability, rather than relying on price control measures [1][11]. Group 1: Industry Challenges and Responses - The civil aviation sector suffered cumulative losses of nearly 400 billion during the pandemic, with 2023 showing a significant reduction in losses, yet still exceeding any year prior to the pandemic [3]. - In 2025, the industry is projected to achieve a profit of 6.5 billion, driven by a 10.5% increase in total transport turnover and a 5.5% rise in passenger transport volume [3]. - The average economy class ticket price is expected to decline by 12.7% in 2024 and further by 2.9% in 2025, as airlines adopt a "price for volume" strategy to capture market share [3][4]. Group 2: Regulatory Measures - The Civil Aviation Administration plans to establish a passenger transport cost investigation method by 2026 and enhance monitoring of pricing to prevent unhealthy competition [1][4]. - Data collection from airlines is underway to assess cost structures for different routes, which will inform the upcoming price monitoring and warning mechanisms [4]. Group 3: Legal and Competitive Landscape - The definition of "cost price" in aviation is complex, as it includes various expenses beyond just material costs, making pricing strategies more intricate compared to other industries [5]. - Legal frameworks, such as the Anti-Unfair Competition Law and the Anti-Monopoly Law, prohibit below-cost pricing and price-fixing agreements among competitors, which complicates the pricing strategies in the aviation sector [6][7]. Group 4: Service and Innovation Focus - The industry recognizes that enhancing service quality is essential for increasing demand and profitability, as evidenced by proposed amendments to the Civil Aviation Law aimed at improving passenger rights [10][11]. - The successful "de-involution" strategies seen in other sectors, like the photovoltaic industry, highlight the importance of reducing excess capacity and improving product quality rather than merely controlling prices [9].