Tuyere financial reporter Bai Ju.
The upward curve of the plane rushing into the sky depicts the upward line of the country's economic operation.
The resumption of air routes has accelerated, the number of flights has doubled**, and the passenger flow has skyrocketed......Since last year, China's civil aviation industry has seized the opportunity to re-enter the recovery channel and welcome the revitalization of the blue sky industry after passing the low tide period of the industry.
If the word "warm" is used to describe the 2023 of the civil aviation industry, for the civil aviation people who have just entered 2024, their personal feeling is that the pace is more "fast". The annual Spring Festival has been opened, and the civil aviation passenger traffic reached 206 on the first day of the Spring Festival60,000 person-times, an increase of 24 over the same period in 20193% to achieve a "good start".
In 2024, China's civil aviation is "starting to lead" with a new attitude, and then welcome the spring flowers.
From explosive recovery to natural growth
If you choose one word to sum up 2023 for China's civil aviation industry, the most appropriate one is "recovery".
Every start of the engine and every flight of the aircraft not only means the displacement of space, but also the flow of economy. For the civil aviation industry, which has been dormant for three years, there is hope when it moves.
In the past year, airports have been opened to traffic, routes connecting the whole country, flights "flying", logistics "moving", charter flights "spelling up", the market "heating up", and the civil aviation industry can really fly to the spring of gradual recovery.
The recovery momentum of air transport companies and airports is evidenced by a set of figures. In the third quarter of 2023, the total profit of the three major airlines exceeded 12 billion yuan, and the collective achieved a turnaround; All seven A-share listed airlines have achieved single-quarter profits, which is the first time since the outbreak of the new crown epidemic; Five listed airports in China are profitable.
One step at a time, one step at a time. In the view of Zhao Nan, director of the development of the air travel industry, if China's civil aviation market in 2023 is "rising all the way" and "improving service quality", then "steady progress" is his trend prediction for China's civil aviation market in 2024.
The Civil Aviation Authority of China (CAAC) said at a regular press conference on January 8 that transport production is back to natural growth. Relying on the super-large-scale domestic demand market formed by a population of 1.4 billion, including more than 400 million middle-income groups, China's aviation market still has great potential to be tapped.
The annual Spring Festival migration is an excellent window to observe the economy in a concrete and micro way. On the first day of the Spring Festival this year, the civil aviation passenger volume was 20660,000 person-times, an increase of 111 over the same period in 20238%, an increase of 243%, a number of airlines carried a record number of passengers.
In 2024, while achieving new results in the reasonable growth of quantity, China's civil aviation is working towards the goal of achieving new progress in qualitative and effective improvement.
The expansion of the air traffic network is accelerating
The resumption of international flights plays an important role in "expanding circulation and promoting circulation", and the interconnection of the market is inseparable from the "Air Silk Road".
In the 2024 National Civil Aviation Work Conference, the Civil Aviation Administration of China pointed out that in 2024, civil aviation will implement the results of the China-US summit and promote a significant increase in direct flights between China and the United States; Actively expand air traffic rights arrangements with countries jointly built by the Belt and Road Initiative, and deepen project cooperation with Central Asia, the Middle East, Africa and other regions.
At the beginning of 2024, driven by the dual promotion of policy direction and market demand, airlines are accelerating their "new launch".
On January 6, the direct passenger route from Chongqing to Phnom Penh was officially opened; On January 8, Tianjin Airlines' Dalian-Kitakyushu route officially resumed; On January 30, the Haikou-Abu Dhabi route was officially opened; During this year's Spring Festival, Shandong Airlines plans to carry out 26,068 flights, an increase of 38 compared with 20231%;It is planned to open a total of 63 domestic routes, and at the same time increase the capacity of routes from the main base in Shandong to Osaka, Japan, and Hong Kong, China.
For the city, the air transport flow to a certain extent means the stock of local economic development, the airport economy is becoming a new power model for the leapfrog development of inland cities in the central and western regions, and the goal of weaving a dense route network has appeared in many places in this year's work report
For example, in 2024, the work report of Chengdu proposes to strengthen the function of international aviation hub, encrypt the frequency of flights on intercontinental routes, fully expand direct flight routes to major cities in Asia, strengthen freight facilities such as cold chain and cross-border e-commerce, and increase the throughput of air passengers and cargo and mail by more than % respectively; The 2024 Zhengzhou ** work report pointed out that the international routes will be encrypted, and strive to open more than 50 international passenger routes by 2025, realize all the world's top 20 cargo hub airports, and build Zhengzhou Airport into a "double hub" for international passenger and cargo transportation.
In 2024, as China's "visa-free circle of friends" grows larger and larger, inbound and outbound tourism will "go both ways", the air network will be rolled out at an accelerated pace, and the air traffic network connecting the world is being densely weaved.
Continuously enhance the popularity of civil aviation "made in China".
The ** Economic Work Conference held in December 2023 put "leading the construction of a modern industrial system with scientific and technological innovation" in the first place of economic work in 2024.
With smart interconnection as the wing, lighting up the light of science and technology, in 2023, the civil aviation industry has witnessed many "highlight moments".
The manufacture of large civil airliners is called the "jewel in the crown of industry" and is a concentrated embodiment of a country's industrial, scientific and technological level and comprehensive strength. Last year, the domestic large aircraft C919 successfully achieved its first commercial flight, and "R&D, manufacturing, certification and operation" were fully integrated; The domestic regional airliner ARJ21 has carried more than 10 million passengers, and the civil aviation industry has continuously deepened the integration with the aviation manufacturing industry, and the position of domestic aircraft in the civil aviation transport fleet has become more and more important.
Building an independent and controllable innovation support system is a systematic project, which requires the collaboration of multiple departments, as well as the collaborative efforts of upstream and downstream enterprises. The road of "intelligent manufacturing in China" in the field of civil aviation is flashing with the figures of many enterprises.
Last year, Shandong Taikoo Aircraft Engineering obtained the maintenance license of domestic large aircraft C919, which indicates that Shandong Taikoo has the ability to regularly inspect and maintain domestic large aircraft C919, becoming the first independent maintenance unit in the world to obtain this capability. There is a slogan on the wall of the production workshop of Shandong Taikoo: It is the unshirkable responsibility and mission of Shandong Taikoo to protect and support the development of domestic civil aircraft. This slogan is the epitome of the concerted efforts of market players in the civil aviation industry to spare no effort to support localization.
In addition, technological innovation is also helping the civil aviation industry to go "green". Last year, Air China, China Eastern Airlines, China Southern Airlines and other airlines continued to promote refined fuel management, aircraft performance monitoring and fuel-saving modifications. At present, the fuel efficiency of China's transport fleet has reached the best in history of 0285 kg-km; Shandong Airlines Cargo took the lead in launching the "New Model of Digital Installation Signage Guarantee" at Yantai Cargo Terminal, providing a new reference sample for the digital transformation of the air cargo installation link from the traditional manual operation mode.
Among the six key tasks of civil aviation in 2024, one of them is to "play a leading role in scientific and technological innovation and build a modern aviation industry system." ”
Promote the innovation of the civil aviation industry with scientific and technological innovation, strengthen the innovation strength of civil aviation science and education, further promote the construction of smart civil aviation, support the development and growth of the aviation industry, actively cultivate aviation-related industries, and promote the upstream and downstream extension of the civil aviation industry chain and move towards the high-end of the value chain.
This year, the civil aviation industry will do a good job in the post-certification management of C919 and ARJ21, and do a good job in the airworthiness review of C919 and ARJ21 modification optimization, so as to promote the continuous improvement of the performance of domestic civil aircraft; We will do a good job in the certification of national key models such as CJ-1000A and AG600, promote the EASA accreditation review of C919 aircraft, and promote domestic civil aircraft to go abroad.
As an important strategic industry of the country, the civil aviation industry is an important part of the construction of a transportation power and an important support for promoting Chinese-style modernization. Learn from the past and know the future, and forge ahead. In the new year, the new quality productivity brought by scientific and technological innovation will continue to empower the industry to ensure aviation safety, improve quality and efficiency, and green and sustainable development, and provide more "new" forces to promote industrial upgrading.