加拿大航空预订回升,但仍面临挑战

投资观察
Nov 05, 2025

0954 ET - 自飞行员罢工以来,加拿大航空的预订情况似乎正在回暖。斯科西亚银行的Konark Gupta在一份报告中表示,除了劳动力干扰之外,第三季度的国内业务受到收益和载客率降低的影响。跨境航线继续受到地缘政治问题的拖累,而太平洋航线则持续受到前一年行业容量增长后收益正常化的影响。加拿大航空对中美洲和加勒比海目的地的需求增长明显,但南美航线则受到了劳动力的影响。Gupta指出,加拿大航空的管理层在第四季度看到了良好的预订势头,且第一季度的早期积极指标也表明前景乐观。(adriano.marchese@wsj.com)

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