受COVID-19威胁的日本航空业

Credit: All Nippon Airways

不断扩大的COVID-19病毒爆发有可能破坏日本航空业本应具有里程碑意义的一年。

The expanding COVID-19 outbreak is threatening to derail what was expected to be a milestone year for the Japanese airline industry.

虽然亚太地区的许多国家正受到疫情的经济打击,但对日本航空业来说,这是一个特别残酷的打击。长期以来,日本政府和航空公司一直将2020年作为网络增长和游客流量激增的目标,但由于航空公司为了应对旅行限制和需求骤降而大幅削减航班,这一目标现在面临风险。

While many countries in the Asia-Pacific region are taking an economic hit from the outbreak, it is a particularly cruel blow for Japan’s aviation sector. The Japanese government and airlines have long been targeting 2020 for a surge in network growth and tourist traffic, but this is now at risk as carriers slash flights in response to travel restrictions and plummeting demand.

日本和海外航空公司已经宣布削减航班,将对日本实现游客目标造成压力。另一个让人头疼的问题是,如果COVID-19疫情在年中之前无法得到控制,原定于7月24日开始的东京奥运会将被取消。

Flight cuts already announced by Japanese and overseas airlines will put pressure on the visitor targets. Another headache would be the cancellation of the Tokyo Olympics, which is scheduled to begin on July 24, if the COVID-19 outbreak is not under control by midyear.

过去几年,日本主要航空公司的运力增长一直保持在相对较低的水平,它们一直期望在4月1日开始的2020财政年度内增加国际服务。

Japan’s major airlines have kept capacity growth relatively low over the past few years, and they have been aiming to ramp up international service during their 2020 fiscal year, which begins April 1. 

但是COVID-19在短短几个月内就彻底改变了现状。亚洲各地的旅游业已经枯竭,日本的主要市场中国和韩国受到了COVID-19的最严重影响。全日空(ANA)和日本航空公司(JAL)已经削减了大量航班,海外航空公司也暂停了许多飞往日本的航班。一些国家对最近去过日本的任何人实施了旅行限制或检疫要求。

But COVID-19 has completely changed the picture within the space of a few months. Travel across Asia has dried up, and Japan’s key markets, China and South Korea, have been the worst affected by COVID-19. All Nippon Airways (ANA) and Japan Airlines (JAL) have cut large numbers of flights, and overseas airlines have suspended many services to Japan. Some countries have imposed travel restrictions or quarantine requirements on anyone who has been in Japan recently.

日本市场航班减少的影响非常严重。根据CAPA航空和OAG中心的数据,截至3月8日的五周内,日本航线上所有航空公司的国际座位总数下降了34%。在3月的第一周之前,国内航班服务相对没有受到影响,但随着ANA和JAL宣布削减国内航班,情况发生了变化。

The effect of flight reductions in the Japanese market has been severe. The international seat total for all carriers on Japan routes dropped by 34% during the five weeks through March 8, according to data from CAPA - Centre for Aviation and OAG. Domestic services were relatively unscathed until the first week of March, but this changed with the announcements of domestic flight cuts by ANA and JAL.

 

不过,尽管少数亚太航空公司已推迟交付飞机,以应对与COVID-19相关的需求下滑,但迄今为止,还没有迹象显示日本航空这样做。事实上,ANA刚刚在2月26日下了一个重要的飞机订单。

However, while a few Asia-Pacific airlines have deferred aircraft deliveries in response to the COVID-19-related demand slump, so far there have been no signs of the Japanese carriers doing so. In fact, ANA had just placed a significant aircraft order on Feb. 26.

这条消息是Adrian Schofield在Aviation Week & Space Technology发表文章的摘要。欲了解关于COVID-19对日本市场的影响以及日航最新飞机订单的更多信息,请阅读整篇文章 (订阅内容 )