Core Viewpoint - Chinese airlines are set to reduce flights to Japan due to a decline in demand and ongoing geopolitical tensions, impacting the travel industry significantly [2]. Group 1: Industry Impact - The reduction in flights is expected to lead to a decrease in passenger traffic between China and Japan, which could affect the overall revenue of airlines operating in this route [2]. - The travel restrictions and changing consumer behavior are likely to result in a shift in market dynamics, with airlines needing to adapt their strategies to maintain profitability [2]. Group 2: Company Responses - Airlines are likely to reassess their capacity and route planning in response to the reduced demand for flights to Japan, potentially reallocating resources to more profitable routes [2]. - Companies may also explore partnerships or alternative markets to mitigate the impact of reduced flights to Japan [2].

Core Viewpoint - The article highlights a significant reduction in flights from China to Japan, with 12 routes canceling all flights and an overall increase in cancellation rates, indicating a decline in travel demand to Japan [3][4][5]. Flight Cancellations - As of November 24, 2025, 12 routes from China to Japan have canceled all flights, with a 100% cancellation rate for each of these routes [5]. - Major airlines are reducing their flight schedules, with Air China cutting its Shanghai to Osaka route from 21 to 16 flights per week, and Eastern Airlines canceling 6 out of 14 flights on its Beijing to Osaka route [6][9]. - The cancellation rate for planned flights to Japan is projected to reach 21.6% by November 27, marking the highest rate in a month [6]. Booking Trends - Following the announcement of a free cancellation policy for flights to Japan on November 15, there has been a 29% decrease in ticket bookings for the next 60 days compared to the period before the announcement [9]. - Data indicates that over 543,000 flight orders have been canceled since November 15, reflecting a significant drop in demand for travel to Japan [9]. Impact on Tourism - The decline in Chinese tourists is putting pressure on Japanese tourism operators, with reports of canceled group tours during what is typically a busy season [10]. - Tour guides and hotel operators in Japan are expressing concerns about the potential long-term impact of reduced travel demand, fearing a return to the low activity levels experienced during the pandemic [10].

【#赴日旅游出现退团退票潮#】#川航取消明年1月至3月成都札幌航线计划# 近日，外交部与中国驻日 使领馆率先提醒中国公民近期谨慎赴日。16日，文化和旅游部发布类似提醒。双重提醒之下，赴日旅 游"退机票退酒店退团"现象引发关注。 11月15日，国航、东航、南航三大航司率先发布涉及日本航线客票特殊处置方案的通知，随后海航、川 航、春秋航空、深航、厦航等10多家航空公司相继发布了针对日本航线的特殊退改方案。 此外，记者发现，截至目前，四川航空已取消2026年1月1日至2026年3月28日期间成都往返札幌的航线 计划，春秋航空有多班涉日航线显示"航班取消"。 中国民航高质量发展研究中心专家綦琦：考虑到降低已购买赴日航班旅客的损失，我国多家航空公司不 计潜在收益损益，第一时间发布免费退改签政策。同时，考虑到相关市场短期内需求会急剧萎缩，航空 公司及时削减运力，取消赴日航班。 与此同时，酒店也出现不少退订的情况，多家旅行社也冻结了赴日团，不再收客。 记者发现，在多个社交平台上都有旅客在分享自己成功退订日本酒店的经历，旅客通过在线旅游预订平 台或者直接跟酒店联系，说明情况，耐心沟通。面对市场变化，不少旅行社也在迅速调整业务 ...

Group 1 - The Chinese government has issued multiple warnings to citizens regarding travel to Japan, leading to a significant increase in ticket cancellations and hotel refunds [1] - Major airlines, including Air China, China Eastern Airlines, and China Southern Airlines, have announced special handling policies for tickets to Japan, allowing for fee-free changes or full refunds for eligible tickets [3] - Several airlines have already canceled flights to Japan, with specific routes being affected, including those from Chengdu to Sapporo [3] Group 2 - Travel agencies have frozen tours to Japan and are no longer accepting new bookings, reflecting a broader trend of cancellations in the travel sector [5] - Online travel agencies (OTAs) have reported a halt in accepting orders for popular autumn travel routes in Japan, indicating a shift in consumer interest [7]

Core Viewpoint - China Southern Airlines has recently canceled multiple direct flights to Japan due to intense competition in the market, leading to a significant adjustment in capacity and a strategic decision to prioritize profitability over maintaining certain routes [1][10][13]. Flight Cancellations - Several flights from Shanghai Pudong to Osaka (CZ8389, CZ8390), Shenzhen to Osaka (CZ8425, CZ8426), and Guangzhou to Nagoya (CZ6055, CZ6056) have been canceled, primarily affecting dates in August and September [3][4]. - Customers received cancellation notifications but were not informed of the reasons behind the cancellations, leading to confusion and inconvenience [3][8]. Market Competition - The competitive landscape includes Eastern Airlines dominating the Shanghai route with more flights and higher customer loyalty, while Hong Kong's lower prices and greater flight availability are diverting passengers from Southern Airlines [10][11]. - Data indicates that Eastern Airlines accounted for 19.6% of the planned flights on the Japan routes during the summer travel season, while Southern Airlines only held a 9.9% share [10]. Pricing Dynamics - Flight prices from Hong Kong to Osaka are significantly lower than those from Shenzhen and Guangzhou, with the lowest fares from Hong Kong around 588 yuan, compared to Shenzhen's minimum of 1099 yuan and Guangzhou's 800 yuan [11][13]. - Promotional activities by foreign airlines, such as "buy one get one free" offers, have further intensified market competition [13]. Capacity Adjustment - Southern Airlines has reduced its flight frequency on certain routes, canceling over 20 round trips weekly while still maintaining nearly 130 round trips, which represents a 55% year-on-year increase [9][10]. - The airline is reallocating its capacity to more profitable domestic routes in response to the competitive pressures and lower demand for Japan flights [13].