IATA：2023上半年亞太地區(qū)航空客運(yùn)量同比增長(zhǎng)125.6%

AirPassengerMonthlyAnalysis–June2023

1

AirPassengerMarketAnalysisJune2023Strongfirsthalfoftheyearendsonapositivenotefortheindustry

?Inthefirsthalfof2023,globalrevenuepassenger-kilometers(RPKs)roseby47.2%comparedtothesameperiodlastyear.ThestrongrecoverytrendpersistedthroughJune,aspassengertrafficgrewby31.0%year-on-year(YoY),reaching94.2%ofpre-Covidlevels.

?Domestictrafficincreased27.2%YoYinJune,surpassingpre-pandemicRPKsby5.1%.Thisresultwasdrivenbytherobustperformanceofmajordomesticmarkets.

?Whiledifferentregionsexperiencedvaryingrecoverypatterns,totalinternationalRPKsgrew33.7%fromJune2022levels,maintainingthestrongrecoveryseenthisyear.Notably,AsiaPacificcarrierssustainedtheirgrowthmomentum,buoyedbytheregion’sresilientairtraveldemand.

GlobalindustryrecoveredsignificantlyinH12023…

Duringthefirsthalf(H1)of2023,allregionsachievedstrongpassengertrafficgrowthandmadesignificantprogresstowardsrestoringpre-pandemictrafficlevels.Althoughrecoverytrendsvariedacrossregions,industry-wideRPKsgrew47.2%YoYandwereonly9.7%below2019levels.

(Chart1)

.

Chart1–Revenue-passengerkilometer(RPK)growthbyairlineregionofregistration,YTDJune2023(%ch)

140%

120%

100%

80%

60%

40%

20%

0%

-20%

-40%

125.6%

year-to-dategrowth(%chvsthesame

periodin2022)

year-to-dategrowth(%chvsthesame

periodin2019)

59.1%

47.2%

45.4%

28.4%

20.0%20.3%

0.8%

-3.3%-4.5%-7.6%-9.4%-9.7%

-20.3%

EuropeAfrica

Latin

America

MiddleEast

AsiaPacific

Industry

North

America

Sources:IATASustainabilityandEconomics,IATAMonthlyStatistics

InH12023,AsiaPacificairlinessawasharprecovery,aspassengertrafficsurgedby125.6%comparedto2022levels.ThisrecoverywasdrivenbythereopeningofChina,thelargestpassengermarketintheregion,andthesteadyrestorationofinternationaltravelintheregionoverthepastyear.RPKsfortheAsiaPacificairlinesjumpedfrom35.1%of2019levelsinH12022to79.7%inH12023.

Airpassengermarketoverview-June2023

NorthAmericancarriers,beingamongthefirstairlinestoresumeoperations,ledthewayintermsofrecovery.Withanadditional20.0%growthover2022levelsinthefirstsixmonthsoftheyear,theirRPKsoutperformedpre-pandemictrafficby0.8%.Whileotherregionsalsoexperiencednotabletrafficrecoveryyear-to-date(YTD)throughJune,thepaceofgrowthmoderatedacrossallregionsasRPKsapproachedtheir2019levels.

…withthepositivemomentummaintainedinJune

InJune,industry-wideRPKsgrewby31.0%YoY,whileavailableseat-kilometers(ASKs)roseby28.8%.Onaseasonally-adjustedbasis,RPKscontinuedtheirgrowthtrend,increasingby1.2%month-on-month,maintainingthemomentumseenthisyear

(Chart2)

.Chart2–Globalairpassengers,revenue-passengerkilometers(RPKs),billionspermonth

IndustryRPKs(billionpermonth)

850

800

750

700

Actual

Seasonallyadjusted

650

600

550

500

450

400

350

300

250

200

150

100

50

0

2017201820192020202120222023

Sources:IATASustainabilityandEconomics,IATAMonthlyStatistics

World

share1

June2023(%year-on-year)

PLF(level)3

June2023(%chvsthesamemonthin2019)

RPK

ASK

PLF(%-pt)2

RPK

ASK

PLF(%-pt)2

PLF(level)3

TOTALMARKET

100.0%

31.0%

28.8%

1.4%

84.2%

-5.8%

-5.5%

-0.2%

84.2%

International

58.0%

33.7%

31.7%

1.3%

85.0%

-11.8%

-13.2%

1.4%

85.0%

Domestic

42.0%

27.2%

24.7%

1.6%

82.9%

5.1%

8.7%

-2.8%

82.9%

1%ofindustryRPKsin20222Changeinloadfactor3Loadfactorlevel

AirPassengerMonthlyAnalysis–June2023

2

Despitethesepositivetrends,passengertrafficremains5.8%below2019levels.Thisdeclinesignifiesacontractionof1.7percentagepoints(ppts)fromtheperformancerecordedinMay.

Thepassengerload-factor(PLF)reached84.2%globally,whichwasonly0.2pptsdownfromthe2019level.Mostregionshaveexperiencedstrongtrafficrecovery,withtheirPLFsapproachingtheirJuneall-timehighs.Europeancarriers,inparticular,achievedarecordloadfactorlevelof87.7%forthemonthofJune.AsiaPacificcarriersalsosawanoticeableimprovementintheirloadfactors,whichincreasedby7.1pptscomparedtoJune2022,reaching80.4%

(Chart3)

.

Chart3-Passengerloadfactors,byairlineregionofregistration

Jun2023Jun2022

Industry

N.America

Europe

L.America

AsiaPacific

MiddleEast

Africa

All-timeJu

nlow*

All-

timeJunhig

h*

84.2%82.7%

88.7%89.4%

87.7%86.5%

82.5%81.3%

80.4%73.3%

79.4%77.0%

68.9%73.4%

30%40%50%60%70%80%90%100%

Passengerloadfactors(%ofavailableseatkms,actual)

Sources:IATASustainabilityandEconomics,IATAMonthlyStatistics*Datafrom1990onwards

Domestictrafficrecoveryremainedresilient

InJune,domestictrafficcontinuedtotrendabovepre-pandemiclevels,withRPKsrisingby27.2%YoYandstanding5.1%higherthanthelevelsseenin2019

(Chart4)

.However,thedomesticPLFfellshortby2.8pptscomparedtoJune2019,asthegrowthinASKsslightlyoutpacedtherecoveryinpassengertraffic.

Chart4–DomesticRPKgrowthbyairlineregionofregistration,YoY%changeversus2019

Industry

Europe

Africa

AsiaPacific

N.America

-0.1%

.Jun2023May2023

5.1%

4.9%

13.9%

19.9%

9.3%

19.6%

8.0%

4.8%

1.5%

-5%0%5%10%15%20%25%

Sources:IATASustainabilityandEconomics,IATAMonthlyStatistics

Europeanairlinescontinuedtoleadthegrowthindomestictraffic,showingasubstantial13.9%increase

indomesticRPKscomparedto2019.LatinAmericaandAsiaPacificairlinesfollowedwithgrowthratesof12.7%and6.0%,respectively.Incontrast,domestictrafficforNorthAmericancarriersfell0.1%belowthepre-pandemicthresholdthismonth

(Chart4)

.

TheUSdomesticmarket,however,conserveditsmomentum,growing0.2%overJune2019levels.Throughoutthefirsthalfoftheyear,thismarkethasshownrobustperformance,standing2.2%abovepre-Covidlevels.ThepositivetrendobservedinBrazilpersisted,withdomesticRPKsexperiencingasecondconsecutivemonthoffullrecovery,aftertheinitialreboundseeninMay.JunepassengertrafficinBrazilwas8.5%higherthanpre-Covidlevels,aftergrowing13.3%YoY

(Chart5)

.

ForAsiaPacificcarriers,theincreaseindomestictrafficcontinuedtobedrivenbygrowthinChina.DomesticRPKsintheregionroseby8.0%overpre-pandemiclevels,withtheworld’ssecond-largestdomesticmarketsurpassing2019levelsby15.2%.

Chart5–DomesticRPKgrowthbymarket,YoY%changeversus2019

Jun2023May2023

Industry

DomesticChina

DomesticBrazil

DomesticJapan

Dom.Australia

DomesticIndia

DomesticUS

15.2%

5.1%

4.9%

7.8%

8.5%

6.5%

3.9%

0.2%

3.9%

2.0%

1.3%

7.1%

0.2%

1.9%

0%10%20%Domesticrevenuepassenger-kilometres(%chvsthesamemonthin2019)

Sources:IATASustainabilityandEconomics,IATAMonthlyStatistics

TheothermajordomesticmarketsintheAsiaPacificregionhaveachievedsimilarresultsinJune.PassengertrafficinIndiagrew14.8%YoYandstood1.3%abovepre-pandemicRPKs.Japanalsoexperiencedaremarkable33.8%annualgrowthindomesticRPKsandcontinuedtotrendabove2019levels.Australia’sRPKscontractedslightlyby1.7%overtheyearbutremained3.9%higherthantheirpre-Covidbenchmark

(Chart5)

.Notably,thesethreemarketshavealsodemonstratedsignificantyear-to-dategrowthinH12023,approachingtrafficlevelssimilartothoseobservedinH12019.

Internationalrecoverystayedoncourse…

Despitethe2.6pptcontractioninrecoveryperformancefromMaytoJune

(Chart

7C

hart6)

,internationalpassengertrafficshowedresilience,climbingby1.5%MoMinseasonally-adjustedterms,indicatingsustainedpositivemomentum.Inaddition,

AirPassengerMonthlyAnalysis–June2023

3

industry-wideinternationalRPKsgrewby33.7%YoY,withtheloadfactorsurpassingthepreviousyearandpre-pandemiclevelsby1.3and1.4ppts,respectively.Thefirstsixmonthsof2023witnessedstronggrowthininternationalpassengertraffic,withRPKsrising58.6%overH12022andsitting16.1%belowH12019levels.

…whileregionsexperiencedmixedresults

InJune,carriersbasedinNorthAmericakepttheirleadingpositionintermsofrecoveryto2019levelswith2.0%growthoverJune2019internationalRPKs.Meanwhile,AsiaPacificairlinessustainedtheirstrongpassengertrafficrebound,leadingingrowthwithinternationalRPKsandASKssurgingby128.1%and115.6%YoY,respectively.AsofJune,internationalRPKsforAsiaPacificcarrierswere29.0%belowpre-Covidlevels

(Chart6)

.

ForEuropeanairlines,internationaltrafficrecoveryshowedsignsofsteadying,withaslowdowninannualgrowth.Bothpassengertrafficandseatcapacitycontinuedtotrendsidewayscomparedto2019levels.InJune,internationalRPKsgrew14.0%YoYandremained7.1%underpre-covidlevels

(Chart6)

.

Chart6–InternationalRPKgrowthbyairlineregionofregistration,YoY%changeversus2019

Industry

N.America

MiddleEast

L.America

Europe

Africa

AsiaPacific

-9.2%

-4.2%

16.9%

-6.1%-9.7%

-7.1%

-4.7%

-12.6%

-4.1%

-29.0%

-31.1%

Jun2023May2023

-11.8%

2.0%1.9%

-45%-35%-25%-15%-5%5%15%

Internationalrevenuepassenger-kilometres(%chvsthesamemonthin2019)Sources:IATASustainabilityandEconomics,IATAMonthlyStatistics

MiddleEasterncarriersexperiencedasignificantsurgeininternationaltrafficgrowthlastmonth,reboundingfromalowbaseduetostructuralchangesintheregioninMay2019.Nevertheless,inJune,internationalRPKsforthisregion’scarriersremained4.2%belowpre-pandemiclevels

(Chart6)

.Meanwhile,LatinAmericaairlineshaveconsistentlyexpandedtheirinternationalseatcapacitywithrisingpassengertrafficinrecentmonths.ByJune,theirpassengertrafficremained6.1%belowpre-pandemiclevels.

AlthoughAfricancarriersachievedrobustannual

passengertrafficgrowthof34.7%,theirrecoveryinJuneremainedfurtherbehind,trailing2019levelsby12.6%.Theregion'scarriersalsosawseatcapacityrisefasterthanRPKs,leadingtoadecreasedload

factorwhencomparedtothesamemonthsin2019and2022

(Chart6)

.

Majorinternationalpassengerflowswereontracktofullrecovery

Overall,themosttraffic-intenserouteareasof2019haveexperienceddiverseoutcomes.InternationalpassengertrafficbetweentheAmericas,EuropeandtheMiddleEasthaverecoveredthefastest.Ontheotherhand,tremendousgrowthinAsiaPacificisrapidlyclosingthegapwiththerestoftheworldasairlinesresumenormaloperations.Notably,passengerflowsfromEuropehavemadesubstantialprogressintherecovery

(Chart7,

Chart8)

.

Chart7–InternationalRPKs,YoY%changeversus2019–Top10routeareasin2019

20%

0%

-20%

-40%

-60%

-80%

-100%

Africa-Europe

Europe-CentralAmerica/Caribbean

Europe-Asia

Europe-MiddleEast

Europe-NorthAmerica

Asia-NorthAmerica

Asia-SouthwestPacific

MiddleEast-Asia

WithinEurope

WithinAsia

Jan-20

Apr-20

Jul-20

Oct-20

Jan-21

Apr-21

Jul-21

Oct-21

Jan-22

Apr-22

Jul-22

Oct-22

Jan-23

Apr-23

Source:IATASustainabilityandEconomics,IATAMonthlyStatistics

Europe–NorthAmericatooktheleadinrecoveryamongtherouteareas,experiencinga4.9%growthoverH12019andaremarkable36.3%increaseinRPKscomparedtoH12022.Meanwhile,passengertrafficwithinAsiaPacificachievedsignificantgrowthoverthefirsthalfof2023,witha379.9%increaseovertheperiod

(Chart8)

.

Chart8-InternationalRPKs,YTDJune2023(%ch)-Top10routeareas,rankedby2019trafficlevel

379.9%

year-to-dategrowth(%chvsthesame

periodin2022)

year-to-dategrowth(%chvsthesame

periodin2019)

170.2%

143.9%

63.0%

36.3%

23.7%

4.9%

229.2%

42.9%

30.7%

13.4%

-1.0%-1.5%-2.2%-7.3%-10.5%

-31.3%-35.5%-37.8%-44.7%

Europe-

North

America

WithinEurope

Europe-

Central

America/

Europe-

Middle

East

MiddleAsia-Europe-Asia-WithinAsia

East-AsiaSouthwestAsiaNorth

Africa-

Europe

PacificAmerica

Caribbean

Sources:IATASustainabilityandEconomics,IATAMonthlyStatistics

AirPassengerMonthlyAnalysis-June2023

4

Ticketsalesindicatesustaineddemandinupcoming

months

Despitemacroeconomicchallengesaffecting

households,ticketsalessuggestthatthedemandfor

airtravelwasrobustinJune,atthestartofthe

NorthernSummerTravelSeason.Theincreasein

ticketsalesprecedingthepeakseasonplayeda

significantroleinthisresilience,withdomesticticket

salessurpassingpre-pandemiclevelsthroughJuly

(Chart9)

.

Internationalticketsalesalsocontinuedtoapproach

2019levelsastheincreaseindemandremained

robust,markingastrongstartforthetravelpeak

season.Thesedevelopmentsalsosignalthat

passengertrafficrecoverywillbesustainedinthenear

future.

Chart9-Ticketsalesbypurchasedate,7-daymoving

average-%shareof2019levels

120%

100%

80%

60%

40%

20%

0%

DomesticInternational

Sources:IATASustainabilityandEconomics,DDS

Airpassengermarketindetail-June2023

AirPassengerMonthlyAnalysis-June2023

5

World

share1

June2023(%year-on-year)

PLF(level)3

June2023(%chvsthesamemonthin2019)

RPK

ASK

PLF(%-pt)2

PLF(level)3

RPK

ASK

PLF(%-pt)2

TOTALMARKET

100.0%

31.0%

28.8%

1.4%

84.2%

-5.8%

-5.5%

-0.2%

84.2%

Africa

2.1%

31.8%

40.5%

-4.6%

68.9%

-9.8%

-6.9%

-2.2%

68.9%

AsiaPacific

22.1%

90.1%

73.3%

7.1%

80.4%

-12.4%

-10.4%

-1.8%

80.4%

Europe

30.8%

13.0%

11.5%

1.2%

87.7%

-4.9%

-5.3%

0.3%

87.7%

LatinAmerica

6.4%

18.7%

17.1%

1.1%

82.5%

2.6%

3.6%

-0.8%

82.5%

MiddleEast

9.8%

28.3%

24.5%

2.4%

79.4%

-4.5%

-8.1%

3.0%

79.4%

NorthAmerica

28.8%

12.9%

13.8%

-0.7%

88.7%

0.6%

0.8%

-0.2%

88.7%

International

58.0%

33.7%

31.7%

1.3%

85.0%

-11.8%

-13.2%

1.4%

85.0%

Africa

1.8%

34.7%

44.8%

-5.1%

68.1%

-12.6%

-8.9%

-2.9%

68.1%

AsiaPacific

8.9%

128.1%

115.6%

4.6%

82.9%

-29.0%

-30.4%

1.5%

82.9%

Europe

26.5%

14.0%

12.6%

1.1%

87.8%

-7.1%

-7.2%

0.0%

87.8%

LatinAmerica

2.8%

25.8%

25.0%

0.6%

84.8%

-6.1%

-7.0%

0.9%

84.8%

MiddleEast

9.4%

29.2%

25.9%

2.0%

79.8%

-4.2%

-8.3%

3.4%

79.8%

NorthAmerica

8.7%

23.3%

19.5%

2.7%

90.2%

2.0%

-0.5%

2.2%

90.2%

Domestic

42.0%

27.2%

24.7%

1.6%

82.9%

5.1%

8.7%

-2.8%

82.9%

Dom.Australia4

1.0%

-1.7%

1.7%

-2.8%

79.4%

3.9%

2.4%

1.1%

79.4%

DomesticBrazil4

1.5%

13.3%

8.2%

3.5%

78.9%

8.5%

12.4%

-2.8%

78.9%

Dom.ChinaP.R.4

6.4%

129.6%

95.7%

11.4%

77.2%

15.2%

26.5%

-7.6%

77.2%

DomesticIndia4

2.0%

14.8%

0.8%

10.9%

89.9%

1.3%

0.9%

0.4%

89.9%

DomesticJapan4

1.2%

33.8%

6.3%

15.1%

73.4%

3.9%

0.9%

2.1%

73.4%

DomesticUS4

19.2%

8.0%

11.2%

-2.6%

87.8%

0.2%

2.3%

-1.8%

87.8%

1%ofindustryRPKsin20222Changeinloadfactor3Loadfactorlevel

4Note:thesixdomesticpassengermarketsforwhichbroken-downdataareavailableaccountforapproximately31.3%ofglobaltotalRPKsand74.6%oftotaldomesticRPKs

Note:Thetotalindustryandregionalgrowthratesarebasedonaconstantsampleofairlinescombiningreporteddataandestimatesformissingobservations.Airlinetrafficisallocatedaccordingtotheregioninwhichthecarrierisregistered;itshouldnotbeconsideredasregionaltraffic.

AirPassengerMonthlyAnalysis–June2023

6

Airpassengermarketindetail-June2023

World

share1

Year-to-date

RPK

(%chvsthesameperiodin2022)

Year-to-date(%chvsthesameperiodin2019)

ASK

PLF(%-pt)2

PLF(level)3

RPK

ASK

PLF(%-pt)2

PLF(level)3

TOTALMARKET

100.0%

47.2%

36.1%

6.1%

80.9%

-9.7%

-8.4%

-1.1%

80.9%

Africa

2.1%

59.1%

49.8%

4.2%

72.0%

-9.4%

-10.6%

0.9%

72.0%

AsiaPacific

22.1%

125.6%

88.4%

13.0%

78.8%

-20.3%

-17.4%

-2.9%

78.8%

Europe

30.8%

28.4%

19.8%

5.5%

81.8%

-7.6%

-5.3%

-2.0%

81.8%

LatinAmerica

6.4%

20.3%

18.9%

0.9%

81.5%

-3.3%

-2.3%

-0.8%

81.5%

MiddleEast

9.8%

45.4%

29.8%

8.5%

79.0%

-4.5%

-9.2%

3.9%

79.0%

NorthAmerica

28.8%

20.0%

16.0%

2.8%

83.9%

0.8%

1.5%

-0.5%

83.9%

International

58.0%

58.6%

42.5%

8.3%

81.4%

-16.1%

-16.3%

0.2%

81.4%

Africa

1.8%

64.7%

55.0%

4.2%

71.1%

-11.4%

-12.2%

0.6%

71.1