Listed airlines lost 70 billion yuan in the list of losses in the first half of the year, and the epidemic changed the civil aviation industry.

31.08.2022

Number of this text: 1420, the reading time is about 2 minutes old

Guide: As of now, the airline's asset -liability ratio has reached 82.2%, an increase of 11.9 percentage points from the previous epidemic, and the asset -liability ratio of 12 airlines has exceeded 100%.

Author | First Finance Chen Shanshan

Today, the semi -annual performance of listed airlines has all been out. The eight listed airlines lost a total of nearly 70 billion yuan in the first half of the year, which is equivalent to losing 380 million per day.

Among them, the most losing losses are still the most profitable Air China. In the first half of the year, the loss was 19.435 billion, which was nearly twice as lost than the same period last year. 100 million, 12.837 billion and 11.488 billion.

Among all domestic listed companies, the above four aircraft companies also occupy the top four of the losses, and the loss is equivalent to the sum of more than 20 listed companies in the back.

Spring and Autumn Airlines, Jixiang Airlines and Huaxia Airlines, the listed airlines, which were profitable in the same period last year, did not escape the losses this year. At the end of last year, Shanhang, which had been funded by debt, was still funded in the first half of this year, and the loss further expanded to 32.96 100 million.

At the end of last year, there were Shanhang, Links Airlines, Chongqing Airlines, Urumqi Airlines and Fuzhou Airlines' five airlines reported on debt. As of the first half of this year, there were four more airlines with debt, namely HNA, respectively. Shenzhen Airlines, China Southern Airlines Shantou Airlines and China Eastern Airlines Jiangsu Company.

At the National Civil Aviation New Year ’s work TV conference on the National Aviation New Year, the Civil Aviation Director Song Zhiyong also revealed that as of now, the airline's asset -liability ratio has reached 82.2%, an increase of 11.9 percentage points from the previous epidemic. 100%.

More and more airlines are not eased, and the direct impact of civil aviation talents is the loss of civil aviation talents.

Song Zhiyong revealed at the work of the year in the middle of the year that in the two years of the new crown epidemic, the mature available long -term can be reduced by 215, accounting for 1.1%; the loss of 9,298 machinery personnel, 14%of the loss ratio. Many new employees of enterprises have decreased, the number of delivery is reduced, and the speed of technical training is reduced. The number of civil aviation professional and technical personnel and the structural changes in the talent echelon may become a constraints for restoration and development in the future.

At the same time, the epidemic is still changing the civil aviation industry at all levels.

Such as changes in passenger structure. Affected by the epidemic, remote and non -contact office models such as cloud office and video conferences are becoming more and more accustomed to everyone, which directly led to a decline in public business travel. The number of high -frequency passengers in the first half of the year decreased by 70%compared with the epidemic.

Since the epidemic, the average reservation time of passengers has also been shortened from 7 days to 2 days, which has higher requirements for flight planning and air ticket sales. Among the composition of passengers, the proportion of passengers after the 90s and 00s increased by 5.2 percentage points, and the number of parent -child tourism and silver -haired trips increased.

Another example is changes in the market structure. Before the epidemic, the number of take -off and landing racks in Beijing, Shanghai, and Guangzhou, and passenger throughput accounted for 16.5%and 22.5%of the country's total, but in the first half of this year, 5.1 and 8.8 percentage points were decreased. The proportion of passenger throughput increased by 3.7 percentage points.

Among the new aviation population in the first half of the year, the proportion from first -tier cities was 90.8%, an increase of 2 percentage points.

In addition, under the "five one" policy of international flights, the proportion of domestic and international passenger transportation volume also changed from 8: 1 before the epidemic to the current 202: 1. As the demand in the international aviation freight market increased against the trend, the proportion of passenger transport and freight in the total number of transportation of transportation also changed from 3.9: 1 before the epidemic to 1.2: 1.

Based on these changes, "actively explore differentiated and precise classification supervision, encourage large -scale backbone airlines around their core markets to create air express lines between aviation hubs; encourage small and medium airlines to vigorously open up small and medium -sized cities aviation markets to form complementarity with backbone airlines with backbone airlines , To form differentiated competition advantages, increase the precise marketing efforts to the new aviation population, and develop more personalized and differentiated aviation service products. "It is a way and direction given by the airlines given by the Civil Aviation Director.

In the second half of the year, the impact of the new crown epidemic on the civil aviation industry is still continuing, and there are many domestic airlines, which disclose the news of obtaining capital increase. While more cash guaranteed, how to actively adapt to the industries under the epidemic situation under the epidemic situation New changes, flexibly and quickly adjusting their business structure and operating system, which is also needed by airlines to think more.

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