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全球航线新风向:冷门变热门,出境客货说走就走
Core Insights - The global trade policy adjustments are reshaping the flow of people and goods, leading to the emergence of new air routes and a shift in international travel dynamics [1][4][16] Air Travel Developments - Multiple new cross-border air routes have been established across China, including direct flights from Shanghai to Central Asia and other regions, reflecting a significant increase in international passenger flights [2][6] - As of mid-May, the average weekly international passenger flights executed by Chinese and foreign airlines reached 6,428, a 25.4% increase compared to the previous year, with flights to Belt and Road Initiative (BRI) countries accounting for approximately 72% [2][8] - The recovery rate for international passenger flights in May reached 87.6%, with flights to emerging markets like Singapore, Russia, and the UAE exceeding 100% recovery [3][11] Cargo Transport Trends - The international air cargo network is also experiencing a restructuring, with a total of 101 new international cargo routes opened in the first five months of the year, primarily towards Asia and Europe [3][12] - In May, the top air cargo routes included flights to Japan, South Korea, and the United States, indicating a strong demand for cargo transport in these traditional markets [12][13] Economic Impact - China's total import and export value reached 3.81 trillion yuan in May, with significant growth in trade with Southeast Asia and the Middle East, reflecting a shift in export focus [14] - The logistics sector is adapting to these changes, with airlines like China Southern Airlines opening new cargo routes to meet the growing demand in emerging markets [14][15] Future Outlook - The aviation industry is expected to continue expanding its network to BRI countries and emerging markets, with airlines like Cathay Pacific planning to increase their flight destinations significantly by 2025 [10][11] - The air cargo market is transitioning towards high-value logistics, with a growing emphasis on sectors like pharmaceuticals and cross-border e-commerce [15]