商业航空售后市场的恢复时间可能会延长 | Recovery For Commercial Aftermarket May Be Prolonged
商业航空售后市场的供应商报告显示,起初该行业的业绩下滑没有预期的那么严重,但是由于新型冠状病毒疫情继续流行使全球航空公司业务的持续不确定性,售后市场领域的复苏时间可能会延长。
Reports from commercial aftermarket suppliers show the sector’s initial slide was less severe than expected, but that its recovery may be prolonged due to continued global airline uncertainty linked to the novel coronavirus pandemic.
虽然MRO领域的五大类别(机体、发动机、组件、改装和生产线维护)可能会以不同的速度恢复,但业界对整个售后市场仍然面临着挑战这一观点正在形成普遍共识。来自多家供应商的季度收益报告数据表明,第二季度商业航空售后市场的总量同比下降约50%。
While the five MRO categories—airframes, engines, components, modifications, and line maintenance—will likely recover at different paces, a general consensus is forming around the challenge facing the aftermarket as a whole. Data points from several suppliers that have reported quarterly earnings suggest an aggregate, year-over-year commercial aftermarket decline of about 50% in the second quarter.
MRO市场的急剧下降与全球航空公司的运力减少相吻合,在疫情流行的高峰期,全球机队中超过50%的飞机被提前淘汰。《Aviation Week Network - 航空周刊》机队发现数据库显示,在4月18日,有14200架商用飞机(占机队总数的54%)被停放储存,或者按照明显受限的时间表运行(例如每7天中飞行不超过2天)。到7月22日,由于航空公司的航班逐步增加,储存或受限的飞机总数降到了6700架。
The sharp drop aligned with global airline capacity reductions that saw more than 50% of the fleet sidelined at the height of the pandemic. On April 18, 14,200 air transport aircraft, or about 54% of the total fleet, were either parked or operating a significantly restricted schedule defined as flying not more than two days in the previous seven, the Aviation Week Network Fleet Discovery database shows. By July 22, the total was down to 6,700, as airlines slowly added flights.
最近有几个地区的疫情病例有所反弹,这对航空旅行的复苏造成了破坏,各国的航空旅行限制有所升级,且出行需求重新下降。
But a recent resurgence of COVID-19 cases in several regions is disrupting the recovery, as travel restrictions grow and demand for travel falls.