全球航线新风向：冷门变热门，出境客货说走就走

Core Viewpoint - The frequent adjustments in global trade policies are reshaping the flow of people and goods, leading to the emergence of new air routes and a significant increase in international flight operations, particularly with countries involved in the Belt and Road Initiative [1][2][5]. Group 1: International Flight Operations - As of mid-May, the average weekly international passenger flights executed by Chinese and foreign airlines reached 6,428, marking a 25.4% increase compared to the same period last year, with flights to Belt and Road countries accounting for approximately 72% of this total [2][5]. - The recovery rate of international passenger flights in China has improved significantly, with the overall recovery rate reaching 87.6% in May, while flights to the United States remain low at 26.6% [2][8]. - New air routes are being established, such as the direct flights from Guangdong to Laos and Beijing to Tajikistan, indicating a rapid expansion of cross-border air connections [4][5]. Group 2: Cargo Flight Developments - In 2025, the international air cargo sector is witnessing a new layout, with significant flight volumes to traditional markets like the US, Japan, and Europe, while also expanding towards emerging markets in Asia [11][12][13]. - The logistics route layout reflects the direct demand from import and export businesses, with notable growth in trade with Southeast Asia and the Middle East, where export growth exceeds 10% [14][16]. - The air cargo market in China is increasingly driven by cross-border e-commerce, which accounts for about 60% of the cargo volume, highlighting the shift towards high-value logistics services [16][17].