交通运输行业周报：美联航增开中美直航，10月民航客流再恢复

       交通运输沪深300 17.00% 7.00% -3.00% -13.00%      2.00% 0.00% -2.00% -4.00% -6.00% -8.00% -10.00% 4.00% 2.16% 1.57% 2.00% 0.00% -2.00% -4.00% -6.00% -8.00% 传媒石油石化家用电器 -0.49%-0.53% -0.99% 银行综合通信 社会服务 -3.29% -3.34% -2.35% -3.14%-3.29%-3.34%-3.36%-3.52% 汽车电力设备公用事业沪深300交通运输纺织服饰计算机煤炭 食品饮料基础化工轻工制造医药生物建筑装饰 电子机械设备 -4.48% 环保建筑材料商贸零售有色金属农林牧渔 钢铁 -6.79% -7.49% 美容护理非银金融国防军工房地产 锦江在线中储股份重庆港嘉诚国际长江投资长久物流皖通高速浙商中拓大众交通粤高速A 19.6% 16.8% 16.3% 12.9% 12.4% 9.6% 6.2% 4.9% 4.3% 3.7% 0%5%10%15%20%25% 海航控股中信海直怡亚通ST万林传化智联辽港股份新宁物流西部创业国航远洋远大控股 -24.2% -20.0% -13.1% -12.9% -10.5% -9.2% -8.5% -8.5% -8.1% -8.0% -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 2023/2/5 2023/3/12 2023/4/16 2023/5/21 2023/6/25 2023/7/30 2023/9/3 2023/10/8 2023/11/12 2023/12/17 2024/1/21 2024/2/25 2024/3/31 2024/5/5 2024/6/9 2024/7/14 2024/8/18 2024/9/22 2024/10/27 0 140.00% 120.00% 100.00% 80.00% 60.00% 40.00% 20.00% 0.00% 14000 12000 10000 8000 6000 4000 2000 2023/2/5 2023/3/12 2023/4/16 2023/5/21 2023/6/25 2023/7/30 2023/9/3 2023/10/8 2023/11/12 2023/12/17 2024/1/21 2024/2/25 2024/3/31 2024/5/5 2024/6/9 2024/7/14 2024/8/18 2024/9/22 2024/10/27 0 100% 80% 60% 40% 20% 0% 15000 10000 5000 0 CA执飞航班恢复率 200.00% 150.00% 100.00% 50.00% 0.00% CA日利用率CA宽体机日利用率CA窄体机日利用率CA支线机日利用率 12 10 8 6 4 2 0 20000 15000 10000 5000 2023/1/7 2023/2/7 2023/3/7 2023/4/7 2023/5/7 2023/6/7 2023/7/7 2023/8/7 2023/9/7 2023/10/7 2023/11/7 2023/12/7 2024/1/7 2024/2/7 2024/3/7 2024/4/7 2024/5/7 2024/6/7 2024/7/7 2024/8/7 2024/9/7 2024/10/7 2024/11/7 0 CZ执飞航班恢复率 140.00% 120.00% 100.00% 80.00% 60.00% 40.00% 20.00% 0.00% CZ日利用率CZ宽体机日利用率CZ窄体机日利用率CZ支线机日利用率 15 10 5 0 20000 15000 10000 5000 0 MU执飞航班恢复率 140.00% 120.00% 100.00% 80.00% 60.00% 40.00% 20.00% 0.00% MU日利用率MU宽体机日利用率MU窄体机日利用率MU支线机日利用率 15 10 5 0 3500 3000 2500 2000 1500 1000 500 2023/2/4 2023/3/4 2023/4/4 2023/5/4 2023/6/4 2023/7/4 2023/8/4 2023/9/4 2023/10/4 2023/11/4 2023/12/4 2024/1/4 2024/2/4 2024/3/4 2024/4/4 2024/5/4 2024/6/4 2024/7/4 2024/8/4 2024/9/4 2024/10/4 2024/11/4 0 HO执飞航班恢复率 150.00% 100.00% 50.00% 0.00% HO日利用率HO宽体机日利用率HO窄体机日利用率 15 10 5 0 9C执飞航班恢复率9C日利用率 5000 4000 3000 2000 1000 0 200.00%12 10 150.00% 8 100.00%6 4 50.00% 2 0.00%0 3000 2500 2000 1500 1000 500 0 G5执飞航班恢复率 140.00% 120.00% 100.00% 80.00% 60.00% 40.00% 20.00% 0.00% G5日利用率G5窄体机日利用率G5支线机日利用率 10 8 6 4 2 0 200.00% 150.00% 100.00% 50.00% 2020-01 2020-05 2020-09 2021-01 2021-05 2021-09 2022-01 2022-05 2022-09 2023-01 2023-05 2023-09 2024-01 2024-05 2024-09 0.00% 国航南航东航 海航吉祥春秋 250.00% 200.00% 150.00% 100.00% 50.00% 0.00% 国航南航东航 2020-01 2020-05 2020-09 2021-01 2021-05 2021-09 2022-01 2022-05 2022-09 2023-01 2023-05 2023-09 2024-01 2024-05 2024-09 海航吉祥春秋 5,000 4,500 4,000 3,500 3,000 2,500 2,000 1,500 1,000 500 美国欧洲日韩东南亚 140.00% 120.00% 100.00% 80.00% 60.00% 40.00% 20.00% 0.00% 航班量恢复率 125% 118% 82% 92% 65% 76%70%79%76% 98% 71% 29% 2020-01 2020-04 2020-07 2020-10 2021-01 2021-04 2021-07 2021-10 2022-01 2022-04 2022-07 2022-10 2023-01 2023-04 2023-07 2023-10 2024-01 2024-04 2024-07 2024-10 2019-01-02 140.00 120.00 100.00 80.00 60.00 40.00 20.00 0.00 白云机场 140.00% 120.00% 100.00% 80.00% 60.00% 40.00% 20.00% 0.00% 2019-04-02 2019-07-02 2019-10-02 2020-01-02 2020-04-02 2020-07-02 期货结算价(活跃合约):IPE布油 上海机场 2020-10-02 2021-01-02 2021-04-02 2021-07-02 2021-10-02 首都机场 2022-01-02 2022-04-02 2022-07-02 2022-10-02 2023-01-02 2023-04-02 深圳机场 2023-07-02 2023-10-02 2024-01-02 2024-04-02 2024-07-02 2024-10-02 2020-01 2020-05 2020-09 2021-01 2021-05 2021-09 2022-01 2022-05 2022-09 2023-01 2023-05 2023-09 2024-01 2024-05 2024-09 2019-01-02 7.4 7.2 7.0 6.8 6.6 6.4 6.2 6.0 5.8 120.00% 100.00% 80.00% 60.00% 40.00% 20.00% 0.00% 2019-04-02 白云机场 2019-07-02 2019-10-02 2020-01-02 2020-04-02 2020-07-02 上海机场 2020-10-02 中国:中间价:美元兑人民币 2021-01-02 2021-04-02 2021-07-02 2021-10-02 2022-01-02 首都机场 2022-04-02 2022-07-02 2022-10-02 2023-01-02 2023-04-02 2023-07-02 深圳机场 2023-10-02 2024-01-02 2024-04-02 2024-07-02 2024-10-02 3,500.00 3,000.00 2,500.00 2,000.00 1,500.00 1,000.00 500.00 0.00 7,000.00 6,000.00 5,000.00 4,000.00 3,000.00 2,000.00 1,000.00 0.00 2018-02-16 2018-06-01 2018-09-14 2019-01-04 2019-04-26 2019-08-16 2019-12-06 CCFI：欧洲航线 2020-04-03 2020-07-17 2020-10-30 2021-02-10 2021-05-28 2021-09-10 2021-12-24 2022-04-15 2022-07-29 2022-11-18 2023-03-10 2023-06-21 2023-10-13 2024-01-26 2024-05-24 2024-09-06 2018-02-09 2018-05-25 2018-09-07 2018-12-28 2019-04-19 2019-08-09 2019-11-29 CCFI：美东航线 2020-03-27 2020-07-10 2020-10-23 2021-02-05 2021-05-21 2021-09-03 2021-12-17 2022-04-08 2022-07-22 2022-11-11 2023-03-03 2023-06-16 2023-09-28 2024-01-19 2024-05-17 2024-08-30 2018-02-09 6,000.00 5,000.00 4,000.00 3,000.00 2,000.00 1,000.00 0.00 2018-05-25 2018-09-07 2018-12-28 2019-04-19 2019-08-09 2019-11-29 SCFI：综合指数 2020-03-27 2020-07-10 2020-10-23 2021-02-05 2021-05-21 2021-09-03 2021-12-17 2022-04-08 2022-07-22 2022-11-11 2023-03-03 2023-06