《大行》惠誉:中日航班缩减对中国航空业整体影响有限

阿斯达克财经
Dec 19, 2025

惠誉评级表示,中日双边紧张局势和旅行警示导致的中日航线缩减,预计不会在中期内显著拖累中国航空业的复苏进程。相关影响主要集中在特定航线;鉴于中国航空业对日本市场的整体敞口不高,且国际客运持续多元化,行业层面的影响有限。惠誉表示,营运影响在以休闲旅客为主的双城航线中最为明显,尤其是需求结构较不多元的次级枢纽。近期航空公司削减航班、调整至窄体或更小机型,旅客退改签增加,相关航线的客座率走弱。今年11月,...

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