全球10大航空公司 (十家全球最大航空集团)

半岛华人注:疫情在深深地改变着我们的生活,在国际舞台上,在疫情的笼罩下,两个行业成为了各国厮杀的新领地,那就是 疫苗 和 航空。

先撇开不说中国航空公司各种各样显而易见的优势,在海外滞留的华人可能拥有的最直接的印象就是:

  1. 机票不好买,一票难求
  2. 机票贵,最奇怪的是国内航司的票价有时会比国际航司的贵,比如卡航组织包机回国5000RMB左右,阿联酋航空组织时也差不多价位,但是同样从海湾组织包机回国的国内航司价格都在1万加。

当然这个一票难求的时代,有票是第一步,票已经稀少到大家不需要去“挑食”了,或者叫“饥不择食”!当然航空公司也不是就是赚的盆满钵满,也只是在维持生存,疫情让大家都过上了不好过的日子。

世界上10家高涨的航空公司股票,除了印度的IndiGo 意外 ,剩下的都是中国的航空公司。

World's top 10 airline stocks are all Chinese, except IndiGo: Report

彭博社对该行业的评估显示在过去三个月里,10家全世界股价高涨的航空公司其中9家是中国公司,除了国航以外的所有航空公司都实现了两位数的增长。

A Bloomberg gauge of the sector shows nine of the world's top 10 airline stocks over the past three months are Chinese, with all but Air China shares posting double-digit gains

至少跟饱受新冠疫情摧残的同行比,中国航空公司现在掉进了蜜罐里。全国14亿庞大的人口渴望去旅行,人民币提振,油价越来越便宜。

Chinese carriers are in a sweet spot, relative to their Covid-battered peers at least. The country’s 1.4-billion-strong population is eager to travel, the yuan is rallying and oil is getting cheaper.

2022全球前100名航空公司,全球上市航空公司

彭博社对该行业的评估显示在过去三个月里,10家全世界股价高涨的航空公司其中9家是中国公司,除了国航以外的所有航空公司都实现了两位数的增长。另外单独的一个是InterGlobe航空公司,该公司拥有印度最大的航公司IndiGo.该公司排名第六,增长13%。表现最佳的选手是廉航春秋航空公司,增长22%。

A Bloomberg gauge of the sector shows nine of the world’s top 10 airline stocks over the past three months are Chinese, with all but Air China shares posting double-digit gains. The odd one out is InterGlobe Aviation Ltd., which operates India’s biggest carrier, IndiGo. That’s sixth on the list with a 13 per cent advance. The top performer is low-cost carrier Spring Airlines Co., which has climbed 22 per cent. 因各国政府实施了前所未有的边境*锁封**,并且人们不愿再去旅行,全球航空业被新冠疫情重重一击。国际航空运输协会,由290家航空公司组成,预计在2024年以前乘客量不可能会恢复到疫情前的水平。

The global airline industry has been walloped by the coronavirus pandemic, as governments imposed unprecedented border restrictions and people became more reluctant to travel. The International Air Transport Association, which represents some 290 airlines, doesn’t expect passenger traffic to recover to pre-pandemic levels before 2024.

2022全球前100名航空公司,全球上市航空公司

中国航空公司也不是对这次危机免疫,相反,只是有赖于广大的国内市场以及取消为控制疫情而施加的各种限制,他们努力地以较快 速度恢复了起来。

Chinese carriers haven’t been immune to the crisis, but they’ve managed to recover much faster thanks to a vast domestic market and the removal of travel curbs as the outbreak there was brought under control.

股市本月加速上涨,部分原因是人民币走强。

Stock gains have accelerated this month, in part on the yuan’s strength.

这进一步拉低了航空公司的燃油成本以及债务,因为其中一部分是以美元借入的。最近油价进一步走低压制了油料成本,这与很多其他航司不同,中国航空公司不能回避。依然,中国的三大巨头 - 中国国航、中国南方航空以及中国东方航空-预计在今年下半年不会盈利,据彭博社的分析预测。三家航空公司在上半年公布亏损超过80亿人民币(12亿美元)【也就是说下半年逐渐开放后航司的收益将上半年的亏损80亿拉到年底不盈利,持平,那总体来看还是客观的】

That lowers the airlines’ costs on fuel as well as debt, some of which is borrowed in US dollars. Recent oil price declines further cap fuel expenses, which unlike many carriers Chinese airlines don’t hedge. Still, China’s big three — Air China, China Southern Airlines Co. and China Eastern Airlines Corp. - are expected to be unprofitable in the second half of this year, according to analyst forecasts compiled by Bloomberg. They each posted first-half losses of more than 8 billion yuan ($1.2 billion).