（来源：海胆新闻） （来源：海胆新闻） 12月22日至1月4日，46条中日航线将取消全部航班。截至2025年12月22日，2026年1月中国大陆赴日航 班取消量已达2195班次，航班取消率为40.4%。 | | | 未来两周中日航线取消率 | | | --- | --- | --- | --- | | 航线 | 取消量 | 计划总量 | 目前取消率 | | 沈阳-大阪 | 24 | 24 | 100.0% | | 成都-大阪 | 22 | 22 | 100.0% | | 重庆-大阪 | 14 | 14 | 100.0% | | 武汉-大阪 | 14 | 14 | 100.0% | | 南京-福冈 | 14 | 14 | 100.0% | | 宁波-大阪 | 14 | 14 | 100.0% | | 西安-大阪 | 12 | 12 | 100.0% | | 福州-名古屋 | 12 | 12 | 100.0% | | 杭州-名古屋 | 11 | 11 | 100.0% | | 福州-大阪 | 11 | 11 | 100.0% | | 南通-大阪 | JI | 11 | 100.0% | | 上海-冈山 | 10 ...

数据显示，2025年第51周，中国大陆赴日航班量852班次。 新华财经上海12月22日电 航班管家最新数据显示，未来两周（2025年12月22日-2026年1月4日），有46条中日航线已取消全部航班。截至2025年12月22日， 2026年1月中国大陆赴日航班取消量已达2195班次，航班取消率为40.4%。 东兴证券报告称，日本相关航线在国际航线中占比有限，因此对行业整体的经营指标影响并不明显。但对春秋、吉祥等日本航线占比较高的中型航空公司而 言，所受影响会高于三大航。 （文章来源：新华财经） ...

根据航班管家数据，未来两周有46条中日航线已取消全部航班。截至2025年12月22日，2026年1月中国 大陆赴日航班取消量已达2195班次，航班取消率为40.4%。 （文章来源：第一财经） ...

Group 1 - Multiple domestic airlines have extended the free cancellation and change policy for flights to Japan until March 28, 2026, allowing passengers to modify their travel plans without fees [1] - The decision follows significant criticism of Japanese Prime Minister Suga Yoshihide's remarks regarding Taiwan, which has led to a decline in travel demand to Japan [1] - As of December 1, over 40% of planned flights from China to Japan have been canceled, totaling more than 1,900 flights, indicating a sharp drop in traveler numbers since mid-November [2] Group 2 - The number of travelers to Japan decreased significantly, with a reported 23% drop in passenger volume on November 25 compared to November 15 [2] - Airlines are monitoring market demand and evaluating passenger cancellation and change requests as they adjust their flight schedules to Japan [1]

Core Viewpoint - Airline stocks have declined significantly due to the cancellation of flights to Japan, with major airlines facing direct risks to profitability as travel restrictions are extended [1] Group 1: Airline Stock Performance - Eastern Airlines (00670) dropped by 4.56%, trading at 4.4 HKD [1] - Southern Airlines (01055) fell by 2.33%, trading at 5.02 HKD [1] - Air China (00753) decreased by 2.33%, trading at 6.3 HKD [1] Group 2: Flight Cancellations and Impact - As of November 24, 12 routes between China and Japan have canceled all flights, affecting cities like Nagoya, Fukuoka, Sapporo, and Osaka [1] - The cancellation rate for planned flights to Japan is expected to reach 21.6% by November 27, the highest in a month [1] - The Chinese Embassy in Japan has issued warnings to citizens regarding personal safety [1] Group 3: Analyst Insights - HSBC's report indicates that multiple departments have advised Chinese citizens to exercise caution when traveling to Japan [1] - Chinese airlines have received requests to reduce flights to Japan, with measures expected to last until the end of March next year [1] - The extension of flight reductions includes the profitable Lunar New Year holiday period, posing a direct risk to airline profitability [1]

Core Insights - The impact of recent statements from the Japanese Prime Minister has led to significant reductions and cancellations of flights between China and Japan, affecting travel plans during peak seasons such as New Year and Spring Festival [1][2] Flight Reductions and Cancellations - Starting December 1, 16 Chinese airlines will reduce weekly flights to Japan by 156, with the most significant cuts from Juneyao Airlines, which will decrease its flights from 114 to 79 per week, a reduction of 31% [1] - China Southern Airlines, Shenzhen Airlines, and Eastern Airlines will also see reductions of 23, 22, and 18 flights per week, respectively [1] - The cancellation rate for planned flights to Japan is projected to reach 21.6% by November 27, with 12 routes canceling all flights [1][2] Specific Route Adjustments - High cancellation rates are noted on routes such as Tianjin Binhai to Kansai International (65.0%) and Nanjing Lukou to Kansai International (59.4%) [2] - Smaller airlines like Beijing Capital Airlines are canceling entire routes, such as the Beijing Daxing to Sapporo New Chitose, while Changlong Airlines is canceling all flights in December [2][3] Aircraft Type Adjustments - Airlines are also adjusting aircraft types, with Air China switching from larger Airbus A330-300 to smaller A321 on several routes, reducing passenger capacity [3] - Some airlines, like Shandong Airlines and Xiamen Airlines, have not made any adjustments to their Japan flight schedules [3] Pricing Implications - The reduction in flights is expected to increase travel costs for consumers planning trips to Japan during the winter season, with Spring Airlines raising minimum ticket prices significantly [3] Summary of Flight Adjustments - A detailed table outlines various airlines and their specific flight adjustments, including reductions and cancellations across multiple routes, effective from late November through March 2026 [4][5]

Core Viewpoint - The article discusses the significant reduction and cancellation of flights between China and Japan due to recent political tensions, affecting travel plans for the upcoming winter and spring seasons [1][2]. Flight Reductions and Cancellations - Starting December 1, 16 Chinese airlines will reduce weekly flights to Japan by 156, with the most significant cuts from Juneyao Airlines, which will decrease its flights from 114 to 79 per week, a reduction of 31% [1]. - China Southern Airlines, Shenzhen Airlines, and Eastern Airlines will also see reductions of 23, 22, and 18 flights per week, respectively [1]. - The cancellation rate for planned flights to Japan is projected to reach 21.6% by November 27, with 12 routes already canceling all flights [1][2]. Impact on Travelers - The reduction in flights coincides with the peak travel season for skiing and hot springs in Japan, leading to potential disruptions for travelers planning winter trips [2]. - Specific routes with high cancellation rates include Tianjin Binhai to Kansai International (65.0%) and Nanjing Lukou to Kansai International (59.4%) [2]. Aircraft Type Adjustments - Airlines are not only reducing flight frequencies but also changing aircraft types to smaller models, such as switching from the Airbus A330-300 to the A321, which has a lower passenger capacity [3]. - Some airlines, like Shandong Airlines and Xiamen Airlines, have not made any adjustments to their Japan routes [3]. Price Increases - Spring Airlines has raised the minimum ticket prices for several routes, with the lowest fare for Shanghai to Okinawa reaching 42,900 JPY (approximately 2,000 CNY) [4]. Summary of Adjustments by Airlines - A detailed table lists various airlines and their specific route adjustments, including reductions in frequency and cancellations, with some airlines maintaining their original schedules [5][6][7].

Core Viewpoint - The impact of recent comments from the Japanese Prime Minister has led to significant reductions and cancellations of flights between China and Japan, affecting travel plans during the peak winter and spring festival seasons. Group 1: Flight Reductions and Cancellations - Starting from December 1, Chinese airlines will face substantial reductions and cancellations of flights to Japan, with adjustments expected to last until the end of March 2026 [1] - A total of 16 Chinese airlines will reduce weekly flights to Japan by 156, with the largest reduction from Juneyao Airlines, cutting 35 flights per week, which is 31% of its total Japan routes [1] - China Southern, Shenzhen Airlines, and China Eastern will also reduce flights by 23, 22, and 18 per week, respectively [1] Group 2: Cancellation Rates and Specific Routes - The cancellation rate for planned flights to Japan is projected to reach 21.6% by November 27, with 12 routes already canceling all flights [2] - Among the top 20 routes, the highest cancellation rates include Tianjin Binhai to Kansai International at 65.0%, Nanjing Lukou to Kansai International at 59.4%, and Guangzhou Baiyun to Kansai International at 31.3% [2] - Smaller airlines, such as Beijing Capital Airlines, have also announced significant cancellations, including all flights on certain routes from December 9 to March 3 [2] Group 3: Aircraft Type Adjustments - Airlines are not only reducing flight frequencies but also changing aircraft types to smaller models, such as switching from the Airbus A330-300 to the A321, which has a lower passenger capacity [3] - Some airlines, like Shandong Airlines and Xiamen Airlines, have not made any changes to their Japan flight plans [3] - The overall trend indicates a reduction in capacity on China-Japan routes, leading to increased travel costs for consumers during the New Year and Spring Festival [3] Group 4: Price Increases - Spring Airlines has raised the minimum ticket prices on several routes, with one route's lowest fare increasing to 42,900 yen, indicating a trend of rising travel costs [3]

Group 1: Flight Cancellations - A total of 12 routes between China and Japan have canceled all flights, affecting cities such as Nagoya, Fukuoka, Sapporo, and Osaka [2] - The planned flight cancellations from China to Japan from November 24 to December 31 have increased by approximately 56% compared to the same period last month [2] - The cancellation rate for planned flights to Japan is expected to peak at 21.6% on December 27, the highest in a month [2] - Among the top 20 planned routes, the highest cancellation rates are for Tianjin Binhai to Kansai International (65.0%), Nanjing Lukou to Kansai International (59.4%), and Guangzhou Baiyun to Kansai International (31.3%) [2] Group 2: Cruise Cancellations - The Chinese luxury cruise ship "Gulangyu" has canceled all its Japan routes until January next year [3] - The cruise "Aida Mediterranean" also canceled its planned stop at Miyako Island on November 20, responding to customer requests [3] Group 3: Diplomatic Tensions - China's Ministry of Foreign Affairs has expressed concerns over Japan's deployment of offensive weapons near Taiwan, labeling it as extremely dangerous [4] - The spokesperson emphasized Japan's historical commitments to disarmament and the need for vigilance against rising militarism [4] - The statement highlighted China's determination to defend its territorial sovereignty amid rising tensions [4] Group 4: Drone Incident - A significant incident involving Japan's large drone "Maritime Guardian" occurred when it sustained damage upon landing at Kitakyushu Airport [5] - The incident has been classified as a "serious accident" by Japan's Ministry of Land, Infrastructure, Transport and Tourism, prompting an investigation [5]

Core Viewpoint - The article highlights significant flight cancellations on Japan-China routes, indicating a rising trend in cancellations and potential impacts on travel plans and the airline industry [1] Flight Cancellations - As of November 24, 12 Japan-China routes have canceled all flights, affecting cities such as Nagoya, Fukuoka, Sapporo, and Osaka [1] - The cancellation rate for planned flights to Japan is projected to reach 21.6% by November 27, marking the highest rate in one month [1] Specific Route Data - Among the top 20 planned routes, the highest cancellation rates are as follows: - Tianjin Binhai to Kansai International: 65.0% cancellation rate - Nanjing Lukou to Kansai International: 59.4% cancellation rate - Guangzhou Baiyun to Kansai International: 31.3% cancellation rate - Shanghai Pudong to Kansai International: 30.1% cancellation rate - Wuxi Shuofang to Kansai International: 28.6% cancellation rate [1]