上半年狂赚26亿，阿联酋航空接下来举动惊人，再购10架飞机背后有何深意？

在今年上半年的辉煌业绩中，阿联酋航空SkyCargo凭借其卓越的航空货运能力，成功运输了高达1,198,000吨的货物，这一数字相比去年同期实现了令人瞩目的16%增长。这一显著增长不仅标志着公司业务的蓬勃发展，也反映了全球物流领域内的积极动向。

阿联酋航空的航空货运部门深入分析了此番增长背后的动因，指出中国电子商务市场的蓬勃活力以及运往迪拜货物量的显著提升，是推动货运量激增的关键因素。

中国作为全球电商的领头羊，其快速增长的消费需求为航空货运业带来了前所未有的机遇，而迪拜作为国际物流枢纽的地位，则进一步促进了全球货物的流通与集散。

在官方公告中，阿联酋航空SkyCargo自豪地宣布，公司能够及时调配资源，通过引入一架全新的波音777货机以及另外两架湿租赁的波音747F货机，有效应对了市场需求的高涨。这一灵活而高效的运营策略，不仅确保了货物的及时送达，也进一步巩固了公司在全球航空货运市场的领先地位。

展望未来，阿联酋航空在2024-2025财年的前六个月内，已预订了10架额外的波音777货机，以支撑其持续增长的业务需求。这一战略决策不仅体现了公司对未来发展的信心，也预示着其在航空货运领域将迈出更加坚实的步伐。

谈及业绩增长的具体表现，阿联酋航空SkyCargo指出，客户对其专业产品的强烈需求以及卓越的货机和货箱运营网络，共同推动了货物产量的11%增长。与此同时，公司在2024-2025年上半年的税前利润也创下了97亿迪拉姆（约合26亿美元）的新高，相比去年同期的95亿迪拉姆，实现了稳步增长。税后利润则达到了87亿迪拉姆（约合24亿美元），再次彰显了公司的盈利能力和市场地位。

阿联酋航空的整体收入（包括其他营业收入）也实现了稳健增长，达到了622亿迪拉姆（约合169亿美元），与去年同期的595亿迪拉姆相比，增长了5%。公司表示，这一创纪录的收入得益于各市场持续强劲的旅行和航空货运需求，以及公司为客户提供巨大价值和服务的能力。

阿联酋航空集团董事长兼首席执行官Sheikh Ahmed bin Saeed Al Maktoum殿下对公司的出色业绩表示高度赞赏，并指出：“我们再次超越了去年的创纪录表现，这充分证明了我们经过验证的商业模式的力量，以及迪拜作为生活、工作、旅游、交流和经商的首选城市的独特魅力。”

他强调，集团强大的盈利能力为持续成功提供了坚实的基础，并正在投资数十亿美元，为客户推出新产品和服务，实施先进技术和其他创新项目，以推动增长并照顾员工的福祉，确保客户的安全和满意度。

展望未来，HH Sheikh Ahmed对阿联酋航空的前景充满信心。他预计，在2024-2025年剩余的时间里，客户需求将保持强劲。随着新飞机加入阿联酋机队以及dnata新设施的上线，公司期待进一步提升收入增长能力。同时，他也表示，虽然前景积极，但公司不会满足现状，而是将在充满活力的市场中灵活部署能力和资源，以应对各种挑战和机遇。

Emirates SkyCargo transported 1,198,000 tonnes in the first six months of the year, up 16% compared to the same period last year.

The air freight division of Emirates said strong Chinese e-commerce traffic and a rise in shipments bound for Dubai contributed to the notable volume increase. 

In the announcement, Emirates SkyCargo noted that it was able to meet demand with added capacity from one new Boeing 777 freighter delivered and two additional wet-leased Boeing 747Fs.  

During the first six months of 2024-25, Emirates placed orders for 10 additional Boeing 777 freighters to support its growth.

"Strong customer demand for Emirates SkyCargo's specialised products and an excellent network of freighter and bellyhold cargo operations saw cargo yields increase by 11%," the cargo carrier said.

For the period, the cargo carrier said profit before tax for the first half of 2024-25 hit a new record of AED 9.7 billion (US$2.6 billion), compared to AED 9.5 billion (US$2.6 billion) for the same period last year. Emirates' profit after tax is AED 8.7 billion (US$2.4 billion).

Emirates revenue, including other operating income, of AED 62.2 billion (US$16.9 billion) was up 5% compared with AED 59.5 billion (US$16.2 billion) for the same period last year.

"The airline's new record revenue can be attributed to consistently strong travel and air cargo demand across markets and its ability to offer customers great value and services," the carrier said.

Emirates stated that the performance demonstrates the strong demand for travel and air cargo across various regions, highlighting the airline's ability to attract customer preference through continuous investments in its products and services.  

"The Group has surpassed its record performance of last year to deliver a fantastic result for the first half of 2024-25. This again illustrates the power of our proven business model working in combination with Dubai's growth trajectory as a city of choice to live, work, visit, connect through, and do business in," said His Highness (HH) Sheikh Ahmed bin Saeed Al Maktoum, Chairman and Chief Executive, Emirates Airline and Group. 

"The Group's strong profitability enables us to make the investments necessary for our continued success. We're investing billions of dollars to bring new products and services to the market for our customers to implement advanced technologies and other innovation projects to drive growth and to look after our employees who work hard every day to ensure our customers’ safety and satisfaction," he added.

Looking ahead, the Emirates chief indicated a positive outlook.

"We expect customer demand to remain strong for the rest of 2024-25, and we look forward to increasing our capacity to grow revenues as new aircraft join the Emirates fleet and new facilities come online at dnata," HH Sheikh Ahmed said.

"The outlook is positive, but we don't intend to rest on our laurels. We will stay agile in deploying our capacity and resources in a dynamic marketplace," he added.