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国际航协:5月客运需求增长5% 货运需求增长2.2%
此外,北美航空公司5月航空货运需求同比下降5.8%,在所有地区中增速最慢;运力同比下降3.2%。欧 洲航空公司5月航空货运需求同比增长1.6%;运力同比增长1.5%。中东航空公司5月航空货运需求同比 增长3.6%;运力同比增长4.2%。拉美航空公司5月航空货运需求同比增长3.1%,运力同比增长3.5%。非 洲航空公司5月航空货运需求同比下降2.1%;运力同比增长2.7%。 全球航空客运需求方面,航空客运总需求(按照RPK收入客公里计算)同比2024年5月增长5.0%。总运力 (按照ASK可用座公里计算)同比增长5.0%。5月载客率为83.4%,同比2024年5月下降0.1个百分点。 客运需求增长5%,贸易变局之下航空货运需求增长2.2%——这是7月3日记者从国际航协处获悉的5月全 球航空需求数据,整体来看表现乐观。 拆解来看,全球航空货运总需求,按照货运吨公里(CTKs)同比2024年5月增长2.2%(国际需求增长 3.0%),航空货运运力(可用货运吨公里,ACTKs)同比2024年5月增长2.0%(国际需求增长2.6%)。 对此,国际航协理事长威利.沃尔什表示,5月全球航空货运需求增长2.2%,令人鼓舞。 ...
航空供应链专题报告:航空供给研判跟踪:商用机队供需二十年展望
Investment Rating - The report recommends an "Outperform" rating for the aviation sector, indicating a positive outlook for the industry relative to the overall market performance [72]. Core Insights - The global aviation market is expected to see sustained growth in demand over the next two decades, with a compound annual growth rate (CAGR) of 3.6% for global air passenger traffic, particularly driven by the Asia-Pacific region [3][5]. - The aircraft supply chain is currently facing significant disruptions, with recovery efforts progressing slowly due to multiple challenges [4][32]. - The demand for aircraft is projected to remain high, with the global fleet expected to double to 49,220 aircraft by 2044, driven by both fleet expansion and the need for fleet renewal [5][13]. - The narrow-body aircraft segment is anticipated to dominate future demand, accounting for 81% of the total aircraft demand [20][21]. - The supply of aircraft has fallen short of demand, leading to increased values and rental rates for aircraft and components [5][63]. Summary by Sections Future Demand Outlook - The aviation demand is projected to grow significantly, with the average number of flights per person in China increasing from 0.6 in 2024 to 1.8 by 2044 [6][10]. - Emerging markets in Asia-Pacific, the Middle East, and Africa are expected to surpass North America and Europe in terms of aviation capacity share, reaching over 50% by 2044 [10][11]. Aircraft Supply Chain Challenges - The aircraft supply chain is currently disordered, with significant gaps in supply for narrow-body and wide-body aircraft, estimated at 1,200 and 300 units respectively [32][49]. - Manufacturers are struggling with delivery capabilities, with production levels still below pre-pandemic figures [37][46]. Investment Recommendations - The report suggests focusing on the aviation sector due to limited supply growth and resilient demand, with specific recommendations for airlines such as China Eastern Airlines, China Southern Airlines, and Spring Airlines [71][72]. - It also highlights opportunities in global aircraft leasing companies and maintenance service providers [71].