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国泰海通:重视航空长逻辑 对美反制或驱动油运价上升
智通财经网· 2025-10-19 23:31
Group 1: Aviation Industry - The aviation sector is focusing on the recovery of business travel, with a high passenger load factor maintained during the post-holiday off-peak season. Domestic ticket prices continue to rise year-on-year [1] - The Civil Aviation Administration is strictly controlling the growth of flight slots, with a projected 1.6% reduction in flight slots for the winter season of 2025/26 compared to 2024/25, aligning with expectations of continued slot control [1] - Domestic flight slots are reduced by 1.8%, while international slots decrease by 1.6%. Domestic airlines are increasing flights by 1.8%, while foreign airlines are reducing flights by 7.2% [1] Group 2: Oil Shipping Industry - The VLCC-TCE rate on the Middle East to China route remains above $80,000, with shipowners feeling optimistic. China's countermeasures against the U.S. may lead to a preference for non-U.S. vessels, potentially reducing effective shipping capacity and increasing freight rates [2] - The outlook for oil shipping remains positive, with expectations for supply and demand to continue improving over the next two years. Profits for oil tankers are projected to reach new highs in Q3 2025 [2] Group 3: China-U.S. Trade Relations - China's countermeasures against U.S. 301 investigations aim to maintain fair competition in the international shipping and shipbuilding markets, encouraging the U.S. to correct its discriminatory practices [3] - Exemptions for Chinese-built vessels in the countermeasures are expected to enhance long-term confidence among Chinese shipping owners, preserving China's competitive edge in shipbuilding [3] - The countermeasures will directly impact U.S. shipping companies, with potential short-term disruptions but no significant increase in industry costs anticipated. Compensation measures may be introduced to alleviate operational pressures on Chinese shipping companies [3]
约旦重新开放领空
news flash· 2025-06-14 06:09
当地时间14日,约旦民航主管部门宣布,自当日早上7时30分起,重新开放约旦领空,恢复民航航班运 行。此前,受地区局势影响,约旦一度在夜间临时关闭领空。约旦民航管理局表示,此次重启决定是在 对安全形势进行全面评估并与相关部门协调后作出的。民航飞行将逐步恢复,相关单位将持续确保最高 等级的航空安全。尽管领空重新开放,但部分航空公司可能会根据自身运行评估以及区域空域状况,选 择延后恢复航班服务。(央视新闻) ...