交通运输行业周报：国庆出行需求再释放，航司燃油附加费下调

⚫ ⚫ ⚫ ⚫ ⚫    -8.00%2.00%12.00%SW交通运输沪深300 ⚫ ⚫ ⚫ 13.33%10.45%0.00%5.00%10.00%15.00%20.00%25.00%30.00%美容护理计算机电力设备电子医药生物非银金融社会服务传媒房地产国防军工食品饮料通信机械设备农林牧渔建筑材料商贸零售基础化工环保轻工制造汽车沪深300综合纺织服饰钢铁建筑装饰有色金属交通运输石油石化家用电器公用事业煤炭银行26.89%13.33% 13.22% 12.30% 12.16% 12.01% 11.18% 10.55% 10.45% 10.08% 10.01%8.61%8.11%7.27%0.00%5.00%10.00%15.00%20.00%25.00%30.00% 10.1%10.1%10.1%10.1%11.2%13.2%14.4%14.5%18.7%24.6%0%5%10%15%20%25%30%怡亚通龙江交通瑞茂通远大控股新宁物流海晨股份华鹏飞飞力达华光源海国航远洋5.8%5.8%5.8%5.4%5.4%5.3%5.1%5.1%4.9%0.0%0%1%2%3%4%5%6%7%海程邦达ST万林粤高速A顺丰控股大秦铁路山东高速春秋航空中国东航唐山港锦州港0.00%20.00%40.00%60.00%80.00%100.00%120.00%140.00%0200004000060000800001000001200002023/2/52023/3/52023/4/22023/4/302023/5/282023/6/252023/7/232023/8/202023/9/172023/10/152023/11/122023/12/102024/1/72024/2/42024/3/32024/3/312024/4/282024/5/262024/6/232024/7/212024/8/182024/9/15国内航班量较2019年恢复率0%20%40%60%80%100%020004000600080001000012000140002023/2/52023/3/52023/4/22023/4/302023/5/282023/6/252023/7/232023/8/202023/9/172023/10/152023/11/122023/12/102024/1/72024/2/42024/3/32024/3/312024/4/282024/5/262024/6/232024/7/212024/8/182024/9/15国际及地区航班量较2019年恢复率 0.00%20.00%40.00%60.00%80.00%100.00%120.00%140.00%160.00%02000400060008000100001200014000160002023/1/282023/3/42023/4/82023/5/132023/6/172023/7/222023/8/262023/9/302023/11/42023/12/92024/1/132024/2/172024/3/232024/4/272024/6/12024/7/62024/8/102024/9/14CA执飞航班恢复率0246810122023/1/72023/2/72023/3/72023/4/72023/5/72023/6/72023/7/72023/8/72023/9/72023/10/72023/11/72023/12/72024/1/72024/2/72024/3/72024/4/72024/5/72024/6/72024/7/72024/8/72024/9/7CA日利用率CA宽体机日利用率CA窄体机日利用率CA支线机日利用率0.00%20.00%40.00%60.00%80.00%100.00%120.00%140.00%050001000015000200002023/1/212023/2/252023/4/12023/5/62023/6/102023/7/152023/8/192023/9/232023/10/282023/12/22024/1/62024/2/102024/3/162024/4/202024/5/252024/6/292024/8/32024/9/7CZ执飞航班恢复率024681012142023/1/72023/2/72023/3/72023/4/72023/5/72023/6/72023/7/72023/8/72023/9/72023/10/72023/11/72023/12/72024/1/72024/2/72024/3/72024/4/72024/5/72024/6/72024/7/72024/8/72024/9/7CZ日利用率CZ宽体机日利用率CZ窄体机日利用率CZ支线机日利用率0.00%20.00%40.00%60.00%80.00%100.00%120.00%140.00%050001000015000200002023/2/42023/3/112023/4/152023/5/202023/6/242023/7/292023/9/22023/10/72023/11/112023/12/162024/1/202024/2/242024/3/302024/5/42024/6/82024/7/132024/8/172024/9/21MU执飞航班恢复率024681012142023/1/72023/2/72023/3/72023/4/72023/5/72023/6/72023/7/72023/8/72023/9/72023/10/72023/11/72023/12/72024/1/72024/2/72024/3/72024/4/72024/5/72024/6/72024/7/72024/8/72024/9/7MU日利用率MU宽体机日利用率MU窄体机日利用率MU支线机日利用率 0.00%20.00%40.00%60.00%80.00%100.00%120.00%140.00%160.00%05001000150020002500300035002023/2/42023/3/42023/4/12023/4/292023/5/272023/6/242023/7/222023/8/192023/9/162023/10/142023/11/112023/12/92024/1/62024/2/32024/3/22024/3/302024/4/272024/5/252024/6/222024/7/202024/8/172024/9/14HO执飞航班恢复率024681012142023/1/72023/2/72023/3/72023/4/72023/5/72023/6/72023/7/72023/8/72023/9/72023/10/72023/11/72023/12/72024/1/72024/2/72024/3/72024/4/72024/5/72024/6/72024/7/72024/8/72024/9/7HO日利用率HO宽体机日利用率