Economy

The opening of summer sports may lead to an improvement in supply and demand or an increase in average airfare prices

2025-07-01   

According to official data, the summer sports in 2025 will last from July 1st to August 31st, totaling 62 days. In order to welcome the summer season, multiple airlines have actively deployed and some airlines have increased their capacity by launching multiple C919 domestically produced large aircraft into the summer market and opening "summer escape routes" according to demand. According to the data of flights on sale during the peak period of summer transportation last year (July 20th to July 26th), the number of flights on sale during summer transportation will increase by about 7.3% year-on-year in 2025. However, considering the cancellation of flights due to weather and revenue, it is expected that the number of summer passenger flights will increase by about 2.3% year-on-year in 2025, reaching 1.9597 million. ”Li Zhuojun, an analyst at CADAS, a data analysis agency under Feiyou Technology Co., Ltd., stated in an interview with reporters that during this year's summer season, the actual available capacity growth of domestic airlines is limited. Coupled with the longer flight distances caused by the resumption of international routes, the actual capacity growth rate is slightly lower than the demand growth rate, and the supply-demand relationship has improved year-on-year. It is expected that the average ticket price of domestic summer routes will increase year-on-year in 2025. According to data from China Southern Airlines Co., Ltd. (hereinafter referred to as "China Southern Airlines"), multiple C919s have been put into operation during the summer season this year. China Southern Airlines plans to operate a total of 320000 flights on more than 970 domestic routes and over 260 international and regional routes. During peak hours, the daily average number of flights operated by China Southern Airlines will exceed 3000. In order to expand the regular operating routes of domestic aircraft, China Southern Airlines has received 5 C919 domestic large aircraft, all of which will be put into summer operation, operating routes from Guangzhou to Shanghai Hongqiao, Chengdu Tianfu, Changsha, Wuhan, Zhengzhou, Taiyuan and other destinations, with a total of 13 destinations. China Southern Airlines will also deploy 35 C909 aircraft to operate over 60 routes from Guangzhou to Shantou, Yiwu, and other destinations. China Eastern Airlines Co., Ltd. (hereinafter referred to as "China Eastern Airlines") plans to operate more than 1150 passenger routes, with a daily average of over 3200 flights, a year-on-year increase of 5%. The 11 C919 aircraft operated by China Eastern Airlines will all be put into commercial operation this summer. According to data from Shanghai Juneyao Airlines Co., Ltd. (hereinafter referred to as "Juneyao Airlines"), during this year's summer season, Juneyao Airlines plans to operate approximately 24000 flights on domestic, international, and regional routes. During the same period, the growth rate of Juneyao Airlines' international route capacity investment remained stable, with plans to execute over 4150 flights, an increase of nearly 4% compared to the same period in 2024. Jiuyuan Airlines Limited plans to operate flight 8012, providing over 1.5 million seats to ensure transportation capacity, a year-on-year increase of 4.82%. Hainan Airlines Holdings Co., Ltd. (hereinafter referred to as "HNA Holdings") is expected to operate a total of approximately 53000 domestic and international flights, a year-on-year increase of 1%. It plans to transport nearly 9.06 million passengers on domestic and international flights, including approximately 5000 international and regional flights, a year-on-year increase of 58%. It is reported that in order to increase the power of summer transport capacity, Hainan Airlines Holdings' latest A321neo aircraft was put into operation on June 28th. In order to welcome the summer season, Sanya Phoenix International Airport actively coordinates with airlines to optimize the route network layout and capacity configuration. It is expected to ensure 22900 takeoff and landing flights and transport 3.73 million passengers during the summer season. During this year's summer season, all airlines have made targeted adjustments to their route supply by continuously strengthening international routes. In terms of domestic routes, China Southern Airlines will focus on opening new routes and increasing flights to popular tourist destinations such as Xinjiang, Northwest, Northeast, and North China; In terms of international and regional routes, China Southern Airlines will launch new direct flights from Beijing Daxing to Dushanbe on June 16th, Guangzhou to Almaty on June 25th, Guangzhou to Tashkent on June 30th, and Harbin to Vladivostok on July 1st. In order to fully meet the summer vacation needs of passengers, Juneyao Airlines has added multiple popular cool destinations during the summer season. In terms of domestic routes, Juneyao Airlines has added Hangzhou Qingdao Hailar and Nanjing Dalian Hailar channels, and strengthened multiple direct routes such as Nanjing, Shanghai Hongqiao, and Shanghai Pudong Hailar; In terms of international routes, Juneyao Airlines opened a route from Shanghai Pudong to Kuala Lumpur, Malaysia on June 28th; We plan to operate over 2200 flights in the Japanese and Korean markets during the summer season, with a year-on-year increase of over 19%; The route from Pudong, Shanghai to Manchester, UK will be encrypted to 6 flights per week. "With the further expansion of China's visa free 'circle of friends', payment facilitation and other measures to facilitate foreigners to come to China have become more popular, and the double overlap of overseas students and tourist sources during the 2025 summer transport, it is expected that Manchester, Dublin, Toronto, Tokyo, Moscow and Osaka destinations will become popular overseas destinations in the summer. ”The relevant person in charge of Hainan Airlines Holdings told reporters that the company adjusts its transportation capacity during the summer season according to passenger demand, adding more new options for passenger travel. An industry insider told reporters that with the changes in international trade, tourism, travel, and business exchanges, the structural adjustment of international air routes will continue; Meanwhile, under the influence of multiple factors such as the continuous expansion of China's visa free "circle of friends" and the sharing of travel experiences by overseas tourists, the attractiveness and international competitiveness of China's inbound tourism services will also rapidly increase, and the size of the international airline market is expected to increase. From the perspective of new and encrypted international routes, emerging market countries will become the focus of international route development and opening. (New Society)

Edit:Yao jue Responsible editor:Xie Tunan

Source:Securities Daily

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