Airline Industry Recovery and Performance Insights slide image

Airline Industry Recovery and Performance Insights

Cargo opportunity | Passenger recovery CARGO CHAAKES ✈ Economic recovery, strong cargo demand, sea- to-air conversions, supply chain disruption, low inventory, air cargo becomes a sellers' market, freight rates at a higher level and outlook for cargo stays positive. ✈ Stay ahead of market trends, seize the chance to manage rate, ship high-value goods as priority, schedule flexible cargo operation, optimize revenue. International cargo Traffic (thousand tonne) CHINA AIRUNES! ✈ Increasing vaccination coverage, reopening of international travel, new international travel vaccine rules, herd immunity is the key to lead the way in travel recovery. →Introduce Airbus A321neo, featuring the new touchless Audio and Video On Demand (AVOD) system to meet post Covid-19 passenger demand. International pax Traffic (100 million RP) 45.4 10,000,000 tonne 65432- 0 6.9 6.6 6.2 5.6 +12.7% +7.6% -8.8% (% vs 2019) 2015 2016 2017 2018 2019 2020 2021E 2022F Market Dynamics & Demand IATA 50 45 100,000,000 RP 40 35 30 25 20 15 10 5 0 2015 34.3 0 22.8 -24.5% 18.1 -49.9% -60.2% ( % vs 2019) 2016 2017 2018 2019 2020 2021E 2022F Demand, Border & Quarantine Epidemic Prevention & Manpower Demand Strengthen Revenue management system Source of Goods Restock Inventory Schedule Stability (Bulk Heavy - Value ) (Low inventory ) Sea-to-Air Conversions Flexible Pricing Strategy A321neo Delivery CHINA AIRLINES 28
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