The three major airlines are expected to receive 3 billion yuan in capital injection in the second half of the year will be better than the first half of the year

Reporter Li Qiaoyu

Lear reporter Xu Linyan

At the press conference of the Civil Aviation Administration held on July 12, the relevant person in charge stated that the Civil Aviation Administration coordinated the relevant departments of the Civil Aviation Administration to introduce a number of policies to help enterprises. For example, the Civil Aviation Administration each strived for 3 billion yuan in capital injection of 3 billion yuan for the three major airlines of the State, East and South, and injected 2 billion yuan in capital airport groups; in terms of tax reduction and exemption, the value -added tax refund of civil aviation enterprises in the first half of the year reached 12.5 billion yuan.

The summer fortune starts, and the civil aviation industry may usher in a recovery. According to the relevant person in charge, in the first half of this year, the civil aviation industry faced unprecedented difficulties. When the daily flight volume in the first half of the year was the lowest, only 2967 classes, only 17.8%in the same period in 2019; on the other hand In the past, passenger flight volume and passenger transportation volume have been picked up from the previous quarter. At the same time, the international aviation market is recovering, and the number of flights will gradually increase.

Civil aviation industry ushered in financial support

At the key node of the industry's recovery, the civil aviation industry ushered in funding support.

Specifically, in terms of fiscal support, the Civil Aviation Administration has their own capital injection of 3 billion yuan for the three major airlines of the country, East, and South.

In terms of financial credit, on the basis of implementing 65.6 billion yuan of emergency loans of airlines and airports, it also strives to add 150 billion yuan in emergency loans for new airlines.

In terms of tax reduction and exemption, the value -added tax refund of civil aviation enterprises in the first half of the year reached 12.5 billion yuan; the 2022 airline branch's VAT pre -payment was suspended. It is expected to reduce funds by about 1.8 billion yuan throughout the year; To reduce the difference in air sales, it is expected to reduce fuel costs of 3.3 billion yuan in airlines throughout the year; coordinate and launch measures such as staged social security, reduction of real estate tax and land use tax.

This is not the first time that the Civil Aviation Administration has actively coordinated the relevant departments and helped the civil aviation industry rescue.

In May, the Civil Aviation Administration announced at a press conference that the loss of losses after the actual income deduction of the flight was subsidized, and the subsidy limit was set to 24,000 yuan per hour.

Behind the provision of funding support and subsidy losses is the current status of losses in the civil aviation industry. At the previous national civil aviation semi -annual work meeting, Song Zhiyong, director of the Civil Aviation Administration, revealed that the overall loss of the entire industry in the first half of the year reached 108.9 billion yuan, exceeding the loss of the full year in 2020 and 2021.

According to the first quarter report, Air China lost 8.9 billion yuan in the first quarter, China Eastern Airlines lost 7.76 billion yuan, and Southern Airlines lost 4.496 billion yuan.

Hot discussions in the industry industry inflection point

In fact, positive signals have emerged.

According to data disclosed by the Civil Aviation Administration, since the summer transportation, within a week from July 4th to 10th, the passenger flight volume reached 71,000 classes, an increase of 12.1%month -on -month, which was basically the same as the same period of 2021; People, a month -on -month increase of 13.8%, decreased by 31.2%compared with the same period in 2021.

According to the data of where to go, from July 4th to July 10th, the number of passengers departing from Beijing increased by more than two times compared with two weeks ago (June 20th to June 26th). According to Lan Xiang, the dean of Qunar Big Data Research Institute, since July, the number of summer air ticket reservations has gradually increased. On July 15th, primary and secondary school students have official holidays, and a new round of summer ticket reservation peak is coming.

From the perspective of the international market, the Civil Aviation Administration announced on July 12 that it would continue to strengthen consultations with related countries and gradually increase the number of international flights. From the dynamics of various airlines, many international routes have been resumed.

According to Hainan Airlines information, Hainan Airlines has resumed direct flight from Beijing to Moscow from July 12. In addition, Hainan Airlines also operates Beijing to and from Vancouver, Shenzhen to and from Vancouver, Chongqing to Rome, Chongqing to and from Madrid 4 regular international passenger routes. It also plans to resume international passenger routes such as Beijing to and from Belgrade and Beijing to Tokyo.

In addition, Tianjin Airlines plans to resume direct flights from Tianjin to Osaka, Japan from July 19, 2022; Changchun Airport International Passenger flight resumes; Cambodia JC Aviation Phnom Penh Route to return to and from the Kunming route ...

Some opinions believe that with the recovery of demand, the inflection point of civil aviation industry is approaching.

Gao Peng, a civil aviation industry, told the Securities Daily reporter that at present, whether it is the recovery of summer travel data or multiple international routes, it means that the market demand of the civil aviation industry is still there. However, at the moment, the civil aviation industry still faces a market environment with a strong uncertainty, and it is still too early to talk about the inflection point of the industry.

Regarding the performance of the second half of the year, Gao Peng believes that mid -August this year will be the key time to determine the performance of the second half of the year. At present, although the summer travel data has risen from the previous month, it has declined compared with the same period last year. If the summer data data has improved significantly in mid -August, the performance of the airline company in the second half of this year will be better than the first half of the year.

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