东方航空(600115.SH)6月旅客周转量同比下降61.51%
格隆汇 7 月 17日丨东方航空(600115.SH)公布，2020年6月，公司客运运力投入(按可用座公里计)同比下降52.05%，其中国内、国际和地区航线客运运力投入分别同比下降26.63%、95.76%和95.83%；旅客周转量(按客运人公里计)同比下降61.51%，其中国内、国际和地区航线旅客周转量分别同比下降41.13%、96.88%和99.26%；客座率为66.44%，同比下降16.35个百分点，其中国内、国际和地区航线客座率分别同比下降16.44、21.63和68.54个百分点。
随着国内疫情防控取得阶段性重要成果，全国复工复产复商复市稳步推进，航空市场需求逐渐恢复，2020年6月国内客运运力投入较上月环比上升23.1%，国内旅客运输量环比上升25%。但全球疫情发展的不确定性对公司国际航线影响程度巨大，国际市场恢复存在较大不确定性。本公司将积极把握市场需求，落实“外防输入、内防反弹”各项要求，根据疫情发展形势、市场恢复和防控政策变化，动态调整优化航线航班布局和运价。
货运方面，2020年6月货邮载运量较上月环比上升13.71%。公司货运业务为随客机运行的腹舱载货，该业务已交由公司控股股东下属子公司东航物流承包经营。在新冠肺炎疫情持续期间，医疗和抗疫物资需求较旺盛，公司及时对部分客机进行货运改装(“客改货”)，提升航空货运运力；相关货运业务交由东航物流具体负责对外经营，双方按一般商务条款公平结算。截至公告日，公司已对14架A330飞机进行“客改货”并投入运营，较上月新开广州-达拉斯、宁波-胡志明、济南-洛杉矶等国内至国外货运包机航线以及浦东-深圳国内货运包机航线。
2020年6月，公司新开国内客运航线上海-朝阳。
截至2020年6月末，公司飞机引进1架ARJ21飞机，退出两架B737-800飞机，合计运营721架飞机，其中自有飞机265架，融资租赁飞机260架，经营租赁飞机196架。
新冠肺炎疫情对全球航空业造成巨大冲击，公司所处的航空业也面临前所未有的严峻局面，旅客出行的需求和意愿大幅降低，预计公司上半年的经营业绩会受到重大不利影响。
2020年上半年，公司积极应对市场需求的变化，及时调整运营策略，动态优化调整运力投放，统筹推进疫情防控和复工复产。公司推出一系列复工复学包机、“周末随心飞”等产品，推出客载货、客改货等举措，加强防疫物资运输，提升航空货运能力；同时，公司积极争取各方面政策支持，实施严格的成本管控措施，确保运营现金流稳定。公司将持续关注新冠肺炎疫情的进展情况，紧密跟踪市场需求的变化情况，积极应对此次疫情给公司生产经营带来的风险和挑战，努力降低疫情带来的不利影响。
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