交通运输行业周报：国际航空枢纽意见发布，市内免税迎新政

       交通运输沪深300 10.00% 0.00% -10.00% -20.00%      6.0% 4.0% 2.0% 0.0% -2.0% -4.0% -6.0% -8.0% 5.34% 6.0% 4.0% 2.0% 0.0% -2.0% -4.0% -6.0% -8.0% 传媒电力设备 4.67% 综合美容护理基础化工 2.17% 2.01% 电子商贸零售轻工制造计算机汽车 1.65% 0.96% 0.79% 机械设备房地产社会服务石油石化非银金融医药生物纺织服饰 -0.17%-0.19%-0.43%-0.73% 煤炭食品饮料农林牧渔国防军工有色金属建筑材料 -0.17% -0.73% 钢铁环保 沪深300 -4.01% -5.24% 通信交通运输家用电器公用事业建筑装饰 -6.33% 银行 韵达股份东航物流东方嘉盛申通快递重庆路桥炬申股份怡亚通上海雅仕原尚股份新宁物流 7.0% 6.4% 6.2% 6.2% 6.2% 6.2% 8.4% 8.2% 8.0% 11.1% 山西路桥-26.1% 锦江在线深高速三羊马大秦铁路楚天高速北部湾港四川成渝招商轮船铁龙物流 -18.2% -17.1% -14.1% -10.4% -9.3% -8.8% -8.5% -7.9% -7.5% 0%2%4%6%8%10%12% -30%-25%-20%-15%-10%-5%0% 国内航班量较2019年恢复率 国际及地区航班量较2019年恢复率 120000 100000 80000 60000 40000 20000 0 140.00% 120.00% 100.00% 80.00% 60.00% 40.00% 20.00% 1/29/23 2/26/23 3/26/23 4/23/23 5/21/23 6/18/23 7/16/23 8/13/23 9/10/23 10/8/23 11/5/23 12/3/23 12/31/23 1/28/24 2/25/24 3/24/24 4/21/24 5/19/24 6/16/24 7/14/24 8/11/24 0.00% 14000 12000 10000 8000 6000 4000 2000 0 100% 80% 60% 40% 20% 1/29/23 2/26/23 3/26/23 4/23/23 5/21/23 6/18/23 7/16/23 8/13/23 9/10/23 10/8/23 11/5/23 12/3/23 12/31/23 1/28/24 2/25/24 3/24/24 4/21/24 5/19/24 6/16/24 7/14/24 8/11/24 0% 15000 10000 5000 15000 10000 5000 0 1/28/23 2/25/23 3/25/23 4/22/23 5/20/23 6/17/23 7/15/23 8/12/23 9/9/23 10/7/23 11/4/23 12/2/23 12/30/23 1/27/24 2/24/24 3/23/24 4/20/24 5/18/24 6/15/24 7/13/24 8/10/24 0 20000 1/21/23 2/18/23 3/18/23 4/15/23 5/13/23 6/10/23 7/8/23 MU执飞航班 8/5/23 9/2/23 9/30/23 10/28/23 11/25/23 12/23/23 1/20/24 2/17/24 恢复率 3/16/24 4/13/24 5/11/24 6/8/24 7/6/24 8/3/24 140.00% 120.00% 100.00% 80.00% 60.00% 40.00% 20.00% 0.00% 140.00% 120.00% 100.00% 80.00% 60.00% 40.00% 20.00% 0.00% 8/31/24 16000 14000 12000 10000 8000 6000 4000 2000 0 20000 1/21/23 2/18/23 3/18/23 4/15/23 5/13/23 6/10/23 7/8/23 CA执飞航班 CZ执飞航班 8/5/23 9/2/23 9/30/23 10/28/23 11/25/23 12/23/23 1/20/24 2/17/24 恢复率 恢复率 3/16/24 4/13/24 5/11/24 6/8/24 7/6/24 8/3/24 160.00% 140.00% 120.00% 100.00% 80.00% 60.00% 40.00% 20.00% 0.00% 8/31/24 14 12 10 8 6 4 2 0 15 10 5 0 1/7/23 2/7/23 3/7/23 4/7/23 5/7/23 6/7/23 7/7/23 8/7/23 9/7/23 10/7/23 11/7/23 12/7/23 1/7/24 2/7/24 3/7/24 4/7/24 5/7/24 6/7/24 7/7/24 8/7/24 1/7/23 12 10 8 6 4 2 0 2/7/23 3/7/23 4/7/23 MU日利用率 MU窄体机日利用率 5/7/23 6/7/23 7/7/23 8/7/23 9/7/23 10/7/23 11/7/23 12/7/23 MU宽体机日利用率 MU支线机日利用率 1/7/24 2/7/24 3/7/24 4/7/24 5/7/24 6/7/24 7/7/24 8/7/24 1/7/23 2/7/23 3/7/23 4/7/23 CA日利用率 CA窄体机日利用率 CZ日利用率 CZ窄体机日利用率 5/7/23 6/7/23 7/7/23 8/7/23 9/7/23 10/7/23 11/7/23 12/7/23 CA宽体机日利用率 CA支线机日利用率 CZ宽体机日利用率 CZ支线机日利用率 1/7/24 2/7/24 3/7/24 4/7/24 5/7/24 6/7/24 7/7/24 8/7/24 3500 3000 2500 2000 1500 1000 500 0 4500 4000 3500 3000 2500 2000 1500 1000 500 0 3000 2500 2000 1500 1000 500 0 1/28/23 2/25/23 3/25/23 4/22/23 5/20/23 6/17/23 7/15/23 8/12/23 9/9/23 10/7/23 11/4/23 12/2/23 12/30/23 1/27/24 2/24/24 3/23/24 4/20/24 5/18/24 6/15/24 7/13/24 140.00% 120.00% 100.00% 80.00% 60.00% 40.00% 20.00% 0.00% 8/10/24 1/28/23 2/25/23 3/25/23 4/22/23 5/20/23 6/17/23 7/15/23 G5执飞航班 8/12/23 9/9/23 10/7/23 11/4/23 12/2/23 12/30/23 1/27/24 2/24/24 恢复率 3/23/24 4/20/24 5/18/24 6/15/24 7/13/24 160.00% 140.00% 120.00% 100.00% 80.00% 60.00% 40.00% 20.00% 0.00% 8/10/24 1/28/23 2/25/23 3/25/23 4/22/23 5/20/23 6/17/23 7/15/23 HO执飞航班 9C执飞航班 8/12/23 9/9/23 10/7/23 11/4/23 12/2/23 12/30/23 1/27/24 2/24/24 恢复率 恢复率 3/23/24 4/20/24 5/18/24 6/15/24 7/13/24 160.00% 140.00% 120.00% 100.00% 80.00% 60.00% 40.00% 20.00% 0.00% 8/10/24 14 12 10 8 6 4 2 0 6 4 2 0 6 4 2 0 1/7/23 2/7/23 3/7/23 4/7/23 5/7/23 6/7/23 7/7/23 8/7/23 9/7/23 10/7/23 11/7/23 12/7/23 1/7/24 2/7/24 3/7/24 4/7/24 5/7/24 6/7/24 7/7/24 8/7/24 1/7/23 10 8 2/7/23 3/7/23 4/7/23 G5日利用率 G5支线机日利用率 5/7/23 6/7/23 7/7/23 8/7/23 9/7/23 10/7/23 11/7/23 12/7/23 G5窄体机日利用率 1/7/24 2/7/24 3/7/24 4/7/24 5/7/24 6/7/24 7/7/24 8/7/24 1/7/23 12 10 8 2/7/23 3/7/23 4/7/23 HO日利用率 HO窄体机日利用率 5/7/23 6/7/23 7/7/23 8/7/23 9/7/23 9C日利用率 10/7/23 11/7/23 12/7/23 HO宽体机日利用率 1/7/24 2/7/24 3/7/24 4/7/24 5/7/24 6/7/24 7/7/24 8/7/24 5,000 4,500 4,000 3,500 3,000 2,500 2,000 1,500 1,000 500 2023-01-02 2023-02-02 2023-03-02 2023-04-02 2023-05-02 2023-06-02 2023-07-02 2023-08-02 2023-09-02 2023-10-02 2023-11-02 2023-12-02 2024-01-02 2024-02-02 2024-03-02 2024-04-02 2024-05-02 2024-06-02 2024-07-02 2024-08-02 200.00% 180.00% 160.00% 140.00% 120.00% 100.00% 80.00% 60.00% 40.00% 20.00% 0.00% 2020-01 美国 2020-04 2020-07 2020-10 2021-01 国航 海航 欧洲 2021-04 2021-07 2021-10 南航 吉祥 2022-01 日韩 2022-04 2022-07 2022-10 东航 春秋 2023-01 东南亚 2023-04 2023-07 2023-10 2024-01 2024-04 140.00% 120.00% 100.00% 80.00% 60.00% 40.00% 20.00% 0.00% 2024-07 200.00% 180.00% 160.00% 140.00% 120.00% 100.00% 80.00% 60.00% 40.00% 20.00% 0.00% 84% 59% 23% 2020-01 131% 2020-04 2020-07 航班量恢复率 119% 2020-10 2021-01 国航 海航 82%75%90% 2021-04 2021-07 2021-10 南航 吉祥 2022-01 71% 2022-04 117% 2022-07 2022-10 东航 春秋 107% 2023-01 65% 2023-04 2023-07 2023-10 2024-01 2024-04 2024-07 140.00 120.00 100.00 80.00 60.00 40.00 20.00 0.00 2020-01 2020-04