智通财经APP获悉，国际航空运输协会(IATA)2025年10月全球航空货运市场数据显示，全球航空货运总需求(货运吨公里，CTK)同比2024年10月增 长4.1%(国际需求增长4.8%)。运力(可用货运吨公里，ACTK)同比2024年10月增长5.1%(国际运力增长6.4%)。 国际航协理事长威利·沃尔什先生(Willie Walsh)表示："10月份航空货运需求同比增长4.1%，连续第八个月实现增长，并创下新的月度货运量纪录。 尽管亚洲-北美贸易航线的萎缩已持续六个月，但10月份亚洲内部、中东与欧洲之间以及欧洲与亚洲之间的货运量均实现了两位数或接近两位数的 增长。上述增长模式的转变表明，航空货运正在帮助全球供应链适应美国关税的影响。随着航空货运行业即将进入第四季度货运高峰期，这一利好 消息尤为重要。" 航空货运运营环境的重要指标： 9月全球货运贸易同比增长5.3%。 北美航空公司 10月航空货运需求同比下降2.7%，在所有地区中表现最差，与拉丁美洲并列。运力同比上升0.1%。 拉美航空公司 10月航空货运需求同比下降2.7%，所有地区中增长最慢。运力同比增长2.8%。 10月份全球制造业信心略有增强，采购 ...

Core Insights - The International Air Transport Association (IATA) reported a 5.5% year-on-year increase in global air freight demand for July 2025, with international demand growing by 6.0% [1] - Air freight capacity also saw a year-on-year increase of 3.9%, with international capacity rising by 4.5% [1] - The demand for air freight in the Asia-North America route decreased by 1.0%, while most major trade routes experienced growth [1] Air Freight Demand and Capacity - Global air freight demand increased by 5.5% year-on-year, while capacity grew by 3.9% [1][3] - The load factor for the overall market improved by 0.7%, reaching 45.1% [3] Regional Performance - Asia-Pacific airlines experienced the highest growth in air freight demand at 11.1%, with capacity increasing by 7.3% [4] - European airlines saw a 4.1% increase in demand and a 4.0% rise in capacity [4] - North American airlines had the slowest growth at 0.7%, with a capacity decline of 0.6% [4] - Latin American airlines reported a 2.4% increase in demand and a 3.8% increase in capacity [4] - Middle Eastern airlines had a 2.6% increase in demand and a 5.9% rise in capacity [4] - African airlines saw a 9.4% increase in demand, but capacity slightly decreased by 0.1% [4] Trade Route Insights - The Europe-Asia trade route experienced a significant growth of 13.5%, marking 29 consecutive months of growth [5] - The Asia-North America route has seen a decline for three consecutive months, with a decrease of 1.0% [5] - The Middle East-Asia route grew by 8.5%, continuing a five-month growth trend [5] - The intra-Asia route also showed strong performance with a 10.3% increase, maintaining 21 months of growth [5]

Core Insights - Global air freight demand increased by 2.2% year-on-year in May 2024, with international demand growing by 3.0% [1] - Air freight capacity also saw a year-on-year increase of 2.0% in May 2024, with international capacity rising by 2.6% [1] Industry Performance - The resilience of the air freight industry is highlighted despite a 10.7% decline in cargo volume from Asia to North America due to changes in U.S. tariff policies [1] - Global industrial production grew by 2.6% year-on-year in April 2025, while air freight volume surged by 6.8%, outpacing global trade growth of 3.8% [1] - In May 2025, jet fuel prices decreased by 18.8% year-on-year and 4.3% month-on-month [1] Regional Analysis - Asia-Pacific airlines experienced the highest growth in air freight demand at 8.3% year-on-year in May 2024, with capacity increasing by 5.7% [1] - North American airlines saw a decline in air freight demand by 5.8% year-on-year, marking the slowest growth among all regions, with capacity down by 3.2% [2] - European airlines reported a 1.6% increase in air freight demand and a 1.5% rise in capacity [2] - Middle Eastern airlines experienced a 3.6% growth in demand and a 4.2% increase in capacity [2] - Latin American airlines had a 3.1% increase in demand and a 3.5% rise in capacity [2] - African airlines faced a 2.1% decline in demand, while capacity grew by 2.7% [2]