IATA: Kuwonongeka kwakukulu kwamakampani a ndege kukupitilira mpaka 2021

IATA: Kuwonongeka kwakukulu kwamakampani a ndege kukupitilira mpaka 2021
IATA: Kuwonongeka kwakukulu kwamakampani a ndege kukupitilira mpaka 2021
Written by Harry Johnson

The Mgwirizano Wapadziko Lonse Woyendetsa Ndege (IATA) adalengeza za kukonzanso kwamakampani opanga ndege mu 2020 ndi 2021. Kuwonongeka kwakukulu kwamakampani kupitilira mpaka 2021, ngakhale kuti magwiridwe antchito akuyembekezeka kuyenda bwino panthawi yomwe zanenedweratu. 
 

  • Kutayika kokwanira kwa $ 118.5 biliyoni kukuyembekezeka mu 2020 (kuzama kuposa zomwe zanenedweratu za $ 84.3 biliyoni mu June).
  • Kutayika kokwanira kwa $ 38.7 biliyoni kukuyembekezeka mu 2021 (kuzama kuposa zomwe zanenedweratu za $ 15.8 biliyoni mu June).


Zochita mu 2021 ziwonetsa kusintha kwa 2020; ndipo theka lachiwiri la 2021 likuyembekezeka kuwona kusintha pambuyo pazovuta za 2021 theka loyamba. Kuchepetsa mitengo mwamakani kukuyembekezeka kuphatikizika ndi kuchuluka kwa kufunikira mu 2021 (chifukwa cha kutsegulidwanso kwa malire ndikuyesa komanso / kapena kupezeka kwa katemera) kuti tiwonetse makampani akukhala ndi ndalama mu gawo lachinayi la 2021 lomwe ndi kale kuposa zomwe zidanenedweratu.   

“Vutoli ndi lowopsa komanso losatha. Ndege zachepetsa mtengo ndi 45.8%, koma ndalama zake zatsika 60.9%. Zotsatira zake ndikuti ndege za ndege zizitaya $ 66 kwa aliyense wokwera chaka chino chifukwa chotayika $ 118.5 biliyoni. Kuwonongeka kumeneku kudzachepetsedwa kwambiri ndi $ 80 biliyoni mu 2021. Koma chiyembekezo chotaya $ 38.7 biliyoni chaka chamawa sichosangalatsa. Tiyenera kutsegulanso malire osadalira kuti anthu aziwuluka. Ndipo ndi ndege zomwe zikuyembekezeka kutulutsa magazi osachepera mpaka kotala yachinayi ya 2021 palibe nthawi yotaya, "atero a Alexandre de Juniac, Director General ndi CEO wa IATA.

2020

Vuto la COVID-19 lidatsutsa makampaniwa kuti apulumuke mu 2020. Poyang'anizana ndi kutsika kwa ndalama zokwana theka la thililiyoni (kuchokera $ 838 biliyoni mu 2019 mpaka $ 328 biliyoni) ndege zimadula ndalama ndi $ 365 biliyoni (kuchokera $ 795 biliyoni mu 2019 mpaka $ 430). biliyoni mu 2020).

"Mabuku azakale adzalemba chaka cha 2020 ngati chaka chachuma chazovuta kwambiri pamakampaniwa. Ndege zimachepetsa ndalama zokwana madola biliyoni tsiku lililonse pazaka za 2020 ndipo zipitilizabe kuwonongera zomwe sizinachitikepo. Pakadapanda $ 173 biliyoni yothandizidwa ndi maboma bwenzi titawona bankirapuse pamlingo waukulu, "adatero de Juniac.

Zofunikira zonse zazikulu zogwirira ntchito mu bizinesi yonyamula anthu anali negative:
 

  • Nambala zapaulendo akuyembekezeka kutsika mpaka 1.8 biliyoni (60.5% pansi pa okwera 4.5 biliyoni mu 2019). Izi ndizofanana ndi zomwe makampani adachita mu 2003.
     
  • Ndalama zonyamula anthu akuyembekezeka kugwera ku $ 191 biliyoni, osachepera gawo limodzi mwa magawo atatu a $ 612 biliyoni omwe adapezedwa mu 2019. Izi makamaka zimayendetsedwa ndi kugwa kwa 66% kwa kufunikira kwa okwera (kuyesedwa mu Revenue Passenger Kilomita / RPK). Misika yapadziko lonse lapansi idakhudzidwa kwambiri ndi kutsika kwa 75%. Misika yapakhomo, makamaka yoyendetsedwa ndi kuchira ku China ndi Russia, ikuyembekezeka kuchita bwino ndikutha 2020 49% pansi pamiyezo ya 2019.
     
  • Kufooka kwina kumawonetsedwa ndi zokolola za apaulendo zomwe zikuyembekezeka kutsika ndi 8% poyerekeza ndi 2019 komanso zofooka passenger load factor zomwe zikuyembekezeka kukhala 65.5%, kutsika kuchokera pa 82.5% zomwe zidalembedwa mu 2019, gawo lomwe lidawonedwa komaliza mu 1993.


Magawo ogwirira ntchito a katundu zikuyenda bwino kwambiri kuposa okwera koma zikadali okhumudwa poyerekeza ndi 2019:
 

  • Kutukuka akuyembekezeka kukhala matani 54.2 miliyoni mu 2019, kutsika kuchokera pa matani 61.3 miliyoni mu 2019.
     
  • Ndalama za katundu akulimbana ndi vutoli, akukwera mpaka $ 117.7 biliyoni mu 2020 kuchokera $ 102.4 biliyoni mu 2019. zokolola pa 30 anasintha kufika +2020%.

“Katunduyu akuyenda bwino kuposa bizinesi yonyamula anthu. Komabe, sizikanatha kubweza kugwa kwa ndalama zapaulendo. Koma zakhala gawo lalikulu kwambiri la ndalama zomwe ndege zimapeza ndipo ndalama zonyamula katundu zikupangitsa kuti ndege zizitha kuyendetsa ma network awo apadziko lonse lapansi, "atero de Juniac. 

Mu 2019 katundu adatenga 12% ya ndalama zomwe zikuyembekezeka kukula mpaka 36% mu 2020.

2021

Kuyenda kwandalama kwandege kukuyembekezeka kuwoneka bwino kwambiri mu 2021, ngakhale zitatayika kwambiri mbiri yakale. Kutayika kwa $ 38.7 biliyoni mu 2021 kudzakhala kwachiwiri ku 2020.

Poganiza kuti pali kutsegulidwa kwa malire pofika pakati pa 2021 (mwina kudzera pakuyezetsa kapena kupezeka kwa katemera), ndalama zonse zikuyembekezeka kukwera mpaka $459 biliyoni (kusintha kwa $ 131 biliyoni pa 2020, komabe 45% pansi pa $838 biliyoni. zomwe zidachitika mu 2019). Poyerekeza, ndalama zimangoyembekezereka kukwera ndi $ 61 biliyoni, zomwe zimabweretsa kuwongolera bwino kwachuma. Ndege zidzatayabe, komabe, $ 13.78 kwa wokwera aliyense wonyamula. Pofika kumapeto kwa 2021 ndalama zamphamvu zidzasintha zinthu, koma theka loyamba la chaka chamawa zikuwonekabe zovuta kwambiri.

Chiwerengero cha okwera chikuyembekezeka kukwera mpaka 2.8 biliyoni mu 2021. Izi zitha kukhala mabiliyoni ambiri apaulendo kuposa 2020, komabe apaulendo mabiliyoni 1.7 akusowa 2019. Zokolola zapaulendo zikuyembekezeka kukhala zotsika ndipo kuchuluka kwa katundu kukuyembekezeka kufika pa 72.7% (kuwongolera pa 65.5% komwe kukuyembekezeredwa mu 2020, komabe pansi pa 82.5% yomwe idakwaniritsidwa mu 2019).

Mbali yonyamula katundu ya bizinesi ikuyembekezeka kupitiliza ndikuchita bwino. Chidaliro chabizinesi chotukuka komanso gawo lofunikira lomwe katundu wonyamula mpweya ayenera kuchita pogawa katemera akuyembekezeka kuwona kuchuluka kwa katundu kukukula mpaka matani 61.2 miliyoni (kuchokera pa matani 54.2 miliyoni mu 2020 ndikufanana kwenikweni ndi matani 61.3 miliyoni omwe adatengedwa mu 2019). Kuchulukirachulukira kwamphamvu chifukwa cha kubwezeredwa kwapang'onopang'ono kwa m'mimba kuchokera ku ntchito zonyamula anthu kuphatikiza ndi kuchuluka kwa nthawi komanso kutentha kwa katundu (makatemera) kudzawona kuwonjezeka kwina kwa 5% kwa zokolola. Izi zithandizira kuti ndalama zonyamula katundu zizigwira bwino ntchito zomwe zikuyembekezeka kukula mpaka $139.8 biliyoni.

Zovuta Kuchira

Ngakhale makampaniwa awona kuchita bwino mu 2021 poyerekeza ndi 2020, njira yobwereranso ikuyembekezeka kukhala yayitali komanso yovuta. Ma voliyumu apaulendo sakuyembekezeka kubwerera ku 2019 mpaka 2024 koyambirira, misika yakunyumba ikuchira mwachangu kuposa ntchito zapadziko lonse lapansi. Mavuto ambiri omwe amafunikira chisamaliro mwachangu:

Ngongole ndi Thandizo lazachuma: Ndege zikupulumuka ndi thandizo lazachuma kuchokera ku maboma. Ngakhale zitatha $ 173 biliyoni zothandizira boma zamitundu yosiyanasiyana mu 2020, ndege yapakatikati ili ndi ndalama zokwana miyezi 8.5 yokha. Ambiri ali ndi zochepa kwambiri pamene makampani amalowa m'nyengo yozizira kwambiri, yomwe imadziwika ndi kufunikira kofooka ngakhale nthawi yabwino. Ngakhale kuwotcha ndalama kwachepa chifukwa chavutoli, ndege zikuyembekezekabe kuwotcha pafupifupi $ 6.8 biliyoni / mwezi mu theka loyamba la 2021, makampaniwo asanakhale ndi ndalama mu gawo lachinayi la 2021.

“Kuwonongeka kwachuma kwavutoli ndikwambiri. Thandizo la boma lapangitsa kuti makampani a ndege akhale amoyo mpaka pano. Zambiri ndizofunikira chifukwa vutoli likukhalitsa kuposa momwe aliyense akanayembekezera. Ndipo ziyenera kubwera mwanjira zomwe sizikuwonjezera ngongole zambiri zomwe zafika $651 biliyoni. Kulumikiza ndege kuti zibwererenso ndi imodzi mwazinthu zofunika kwambiri zomwe maboma angachite. Idzapulumutsa ntchito ndikuyambanso kuchira pantchito yoyendera ndi zokopa alendo yomwe imakhala 10% ya GDP yapadziko lonse lapansi, "atero de Juniac.

Malire Otsekedwa/Kukhala kwaokha: Zinthu zazikulu zomwe zikulepheretsa makampaniwo kuchira ndi zoletsa kuyenda komanso njira yodzipatula yomwe imalepheretsa kutsitsimuka kwaulendo. Yankho laposachedwa komanso lovuta kwambiri ndikutsegulanso malire otetezeka pogwiritsa ntchito kuyesa mwadongosolo kwa COVID-19. Kwa nthawi yayitali, kupezeka kwa katemera wa COVID-19 kuyenera kupangitsa malire kukhala otseguka popanda kuyezetsa kapena kuletsa, koma nthawi yoti katemera apezeke sakudziwika. 

"Tili ndi kuthekera kotsegulanso kuyenda mosatekeseka ndikuyesa mwadongosolo. Sitingadikire lonjezo la katemera. Tikukonzekera kugawa katemera moyenera. Koma kuyesa ndiye yankho laposachedwa lotseguliranso maulendo apamlengalenga. Ndi ntchito 46 miliyoni zomwe zili pachiwopsezo pazaulendo ndi zokopa alendo chifukwa cha kuchepa kwa maulendo apamlengalenga, tiyenera kuchitapo kanthu mwachangu ndi mayankho omwe ali pafupi. Tili ndi mayeso achangu, olondola komanso owopsa omwe atha kugwira ntchitoyi mosamala. Ndege zakonzeka. Moyo wa anthu miyandamiyanda uli m’manja mwa maboma ndi akuluakulu a zaumoyo. Maboma anamvetsetsa kufunikira kwa gawo lokhazikika la zoyendetsa ndege pomwe adayika mabiliyoni ambiri kuti asamayende bwino. Tsopano akuyenera kuteteza ndalamazo popatsa ndege njira zochitira bizinesi mosamala, "atero de Juniac. 

chidaliro

“Ziwerengero sizinkaipiraipira. Koma pali njira yopita patsogolo. Ndi thandizo lazachuma lomwe maboma akupitilizabe kuti azitha kuyendetsa ndege kukhala ndi ndalama komanso kugwiritsa ntchito kuyesa kuti azitha kuyenda popanda kukhala kwaokha, tili ndi dongosolo lothana ndi zoyipa nthawi yomweyo. Ndipo pakapita nthawi, kupita patsogolo kwa katemera kumakhala kolimbikitsa. Chofunika kwambiri, anthu sanataye chikhumbo chawo choyenda. Kuyankha kwa msika ku njira zing'onozing'ono zokwezera kuika kwaokha ndikofulumira komanso kwamphamvu. Kumene zotchinga zachotsedwa, maulendo ankawonjezeka. Ludzu lofuna kukhala ndi ufulu woyenda pandege silinapambanidwe ndi vutoli. Pali zifukwa zonse zokhalira ndi chiyembekezo pamene maboma amagwiritsa ntchito kuyesa kuti atsegule malire. Ndipo tiyenera kuchita izi mwachangu, "adatero de Juniac.

Chidule Chachigawo

Ngakhale madera onse akukhudzidwa ndi vutoli, ndege zomwe zili ndi misika yayikulu yakunyumba kapena zonyamula katundu zikuyenda bwino. Kusiyana pakati pa maderawa kukuchulukirachulukira mu 2021 pomwe Asia Pacific ndi North America onyamula akuwona kuchepa kwakukulu pakutayika komwe kukuyembekezeka.

Chigawo2020 Demand vs 20192020 Mphamvu vs 20192020 Phindu2021 Demand vs 2020 (vs 2019)2021 Mphamvu vs 2020 (vs 2019)2021 Phindu
World-66.3%-57.6%$118.5b+ 50.4% (-50%)+ 35.5% (-43%)$38.7b
kumpoto kwa Amerika-66.0%-51.6%$45.8b+ 60.5% (-45%)+ 36.4% (-34%)$11.0b
 Ndege zaku North America zimapindula ndi kuchira koyambirira pamsika waku US (msika waukulu kwambiri wapadziko lonse lapansi) ndipo asintha kale kwambiri kuposa madera ena omwe adathandizira ntchito yawo yazachuma yomwe idali patsogolo pamavuto azachuma.
Europe-70.0%-62.4%$ 26.9b+ 47.5% (-56%)+ 35.5% (-49%)$ 11.9b
 Ndege zaku Europe zimadalira kwambiri ndalama zamsika zapadziko lonse lapansi, chuma chidakhudzidwa ndi funde lachiwiri la COVID-2, ndipo ndalama zochulukirapo sizifika mpaka kumapeto kwa 19 ndi kupezeka kwa katemera (ngakhale osati kumayiko omwe akutukuka kumene malekezero awo). misika).
Asia Pacific-62.0%-55.1%$31.7b+ 50.0% (-43%)+ 38.4% (-38%)$7.5b
 Ndege zaku China komanso chuma cha China zikutsogolera kuchira, msika wawukulu waku China ukuloleza kubwereranso ku phindu kumapeto kwa 2020. Kuchita bwino pakuwongolera ma virus kumathandiza madera ena amderali, patsogolo pa kugawa katemera. Kufunika kwa katundu ndi chinthu china chomwe chikupangitsa kuti dera lino likhale ndi ndalama zamphamvu kuposa madera ena.
Middle East-73.0%-64.5%$7.1b+ 43.0% (-61%)+ 23.6% (-56%)$3.3b
 Ndege zaku Middle East zatsutsidwa ndi kufunikira kolumikiza magalimoto ku Gulf hubs ndi kwina kulikonse, popeza misika yoyenda maulendo ataliatali yakhala ikuchedwa kutsegulidwanso. Komabe, oyendetsa ndege m'derali akulitsa bizinesi yawo yonyamula katundu ndipo izi zakhala zovuta.
Latini Amerika  -64.0%-60%$5.0b+ 39.0% (-50%)+ 34.3% (-46%)$3.3b
 Ndege zaku Latin America zalandira thandizo laling'ono laboma, zomwe zapangitsa kuti anthu azisowa ndalama, ndipo kukhala ndi COVID-19 kwakhala kovuta. Misika ina yayikulu idakhalabe yotseguka ndipo kuyenda pandege kwathandizidwa ndikutsegulidwa kwa malire ndi kufunikira koyesa kwa COVID19 m'malo mokhala kwaokha. Komabe, kugawa katemera ndi katemera kungakhale kumbuyo pang'ono kwa misika yotukuka, zomwe zimapangitsa kuti kuchedwetsa kuchira kwachuma.
Africa-72.0%-62.8%$2.0b+ 35.0% (-62%)+ 21.5% (-55%)$1.7b
 Ndege zaku Africa zalandiranso thandizo la boma pang'ono ndipo pakhala zolephera zingapo. Kusowa kwa malo ozizira m'derali kungachedwetse kugawa kwa katemera ndipo dera lino likuyembekezeka kuchedwetsa kuchira kwachuma.


ZOMWE MUNGACHITE PA NKHANIYI:

  • Aggressive cost-cutting is expected to combine with increased demand during 2021 (due to the re-opening of borders with testing and/or the widespread availability of a vaccine) to see the industry turn cash-positive in the fourth quarter of 2021 which is earlier than previously forecast.
  • In the face of a half trillion-dollar revenue drop (from $838 billion in 2019 to $328 billion) airlines cut costs by $365 billion (from $795 billion in 2019 to $430 billion in 2020).
  • A 45% fall in overall capacity, driven largely by the precipitous fall in passenger demand which took out critical belly capacity for cargo (-24%), pushed yields up by 30% in 2020.

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Harry Johnson

Harry Johnson wakhala mkonzi wa ntchito ya eTurboNews kwa zaka zoposa 20. Iye amakhala ku Honolulu, Hawaii, ndipo kwawo ndi ku Ulaya. Amakonda kulemba ndi kufalitsa nkhani.

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