At the just-concluded civil aviation work meeting, Song Zhiyong, director of the Civil Aviation Administration, revealed in his speech the operation of the industry in 2023: the whole industry has significantly reduced its losses by 187.2 billion yuan.
In 2022, the industry-wide loss will reach 216 billion yuan, and the loss will be reduced by 187.2 billion yuan in 2023, which means that the whole industry is stillA loss of 28.8 billion, failed to achieve the goal set by the Civil Aviation Administration at the beginning of 23 years to strive for breakeven.
Compared to the loss of the epidemic in three yearsNearly 400 billionIn 2023, losses have indeed been significantly reduced, but the losses are still more than in any year before the pandemic.
The operating performance of the entire industry includes airlines, airports and aviation fuel and aviation materials and other support units, because the three major support units have made profits during the epidemic, and it should not be bad after the epidemic, so the majority of the losses still come from airlines and airports.
We know that in the third quarter, it was revealed at the communication meeting of the China Aviation Association that the airline has achieved a profit of 96 in the first nine months400 million yuan, of which 14 airlines have achieved a cumulative profit.
However, the fourth quarter brought the airlines back to their original shape. According to the first financial network, the whole industry in NovemberLoss of 81300 million, a year-on-year decrease of 147100 million, of which the airline lost 62800 million, only 2 airlines are profitable, and 34 airlines are loss-making;The airport lost 17400 million, even the three major security companies have lost 1100 million.
This means that the loss of domestic airlines in November is basically the same as the cumulative profit in the previous nine months, and December is still the traditional off-season, and it is expected to continue to lose money as a whole.
According to the civil aviation internal reference, even in the first 9 months of overall profitability, most small and medium-sized airlines have not been able to turn around their losses, except for listed airlinesProfitable small and medium-sized airlinesOnly Xiamen Airlines, Changlong, ** Airlines, East China Airlines, Ruili Airlines and Hunan Airlines, which have accounted for half of the small airlines in terms of numbers, and only 3 of them have the same profit, and Qingdao Airlines, which has the largest loss, even exceeds 1.3 billion.
However, even after four consecutive years of losses, no airline has failed, and many are still struggling every day through capital increases or shareholder changes.
This has to do with the fact that the licenses of domestic airlines are still very valuable. Judging from the several deals that have changed hands, there is still a willingness to have local** or external funds to pay for this license and fleet of airlines, but it is expected that there will be fewer and fewer rescuers.
What will happen in 2024?According to the aviation travel circle, the Civil Aviation Administration has set the goal:Turn losses into profitsDo you think it can be achieved?
Which airlines will have a tougher time in 2024?And how to deal with it?