上半年赚了36.51亿港元，国泰管理层这样看下半年市场

Core Viewpoint - Cathay Pacific reported a net profit of HKD 36.51 billion for the first half of the year, a year-on-year increase of 1.1%, with revenue reaching HKD 543.09 billion, up 9.5% [2][3] Financial Performance - The growth in performance is attributed to increased passenger volume, stable cargo performance, and a 13% decrease in fuel costs due to lower fuel prices [3] - Passenger capacity increased by 26.3% year-on-year, with passenger turnover rising by 30% and average daily passenger count up by 27.8%, resulting in a seat load factor of 84.8%, an increase of 2.4 percentage points [3] - Despite the strong demand for passenger transport, overall yield declined by 12.3% due to increased market capacity [3] Fleet Expansion - Cathay Pacific announced the exercise of a purchase option to acquire 14 Boeing 777-9 aircraft, with the first delivery expected in 2027 [4] Cargo Operations - Cargo revenue increased by 2.2% year-on-year, with cargo capacity up by 8.1% and cargo volume rising by 11.4%, although yield decreased by 3.4% [5] - The cargo sector faces challenges due to geopolitical factors and changes in customs policies, particularly affecting cross-border logistics [5] - The company is focusing on exploring cargo demand in other regions, such as Southeast Asia and India, while also investing in diverse cargo services [5] Strategic Focus - Cathay Pacific is expanding its presence in the Greater Bay Area, enhancing connectivity and services to attract travelers from this region [6] - The company plans to continue expanding domestic routes and has established IT offices in Guangzhou and Shenzhen, with a target of increasing mainland staff to 4,000 by the end of the year [6]