单月大涨9.4%，连续14月正增长！IATA发布全球重磅数据，拉丁美洲航空货运需求强劲！

根据国际航空运输协会（IATA）最新出炉的一项深度分析，随着全球市场对航空货运的需求持续展现出蓬勃活力，今年的航空货运业预计将以一个强有力的姿态收尾。

国际航空运输协会透露，与2023年9月的数据（国际业务占比为10.5%）相比，今年9月，全球航空货运市场的总体需求（依据货物吨公里，即CTK来衡量）实现了9.4%的显著增长。这一增长态势不仅令人瞩目，更是彰显了航空货运业的强大复苏力和市场需求的旺盛。

尤为值得一提的是，这已经是全球航空货运市场连续第14个月实现正增长，无疑为整个行业注入了强劲的动力和信心。

同时，国际航空运输协会还指出，与2023年9月相比，以可用货物吨公里（ACTK）为标准的运力也实现了6.4%的增长，其中国际业务更是增长了8.1%。这一增长在很大程度上得益于国际腹部产能的显著提升，其增长率高达10.3%，从而使得两位数的年产能增长态势得以延续，并创下了连续41个月的新纪录。

国际航空运输协会总干事Willie Walsh对此评论道：“9月份的业绩表现再次为航空货运市场带来了振奋人心的好消息。货运量同比大幅增长9.4%，继续刷新需求的历史新高。

同时，收益率也在持续改善，2023年实现了11.7%的增长，比2019年的水平高出了整整50%。所有这些积极的数据都预示着，今年全球航空货运市场将以一个极为强劲的态势结束。”

他还进一步补充道：“从长期趋势来看，航空货运界将密切关注美国大选的结果，因为这将直接影响到美国贸易政策的未来走向和演变。”

在区域性能方面，国际航空运输协会也给出了详细的数据。9月份，亚太地区航空公司的航空货运需求同比增长了11.7%，运力同比增长了8.5%；北美航空公司则实现了3.8%的需求增长，运力增长了4.2%；欧洲航空公司的年需求增长率为11.7%，运力也同比增长了7.5%；中东航空公司的需求增长了10.1%，运力增长了2.9%。

在此期间，拉丁美洲的航空公司表现尤为抢眼，与2023年9月相比，其需求增长了20.9%，成为各地区中增长最快的。同时，其产能也同比增长了7.9%。相比之下，非洲航空公司的增长则相对缓慢，9月份航空货运需求同比增长仅为1.7%，是各地区中增长最慢的。尽管如此，其运力却实现了13.9%的显著增长。

此外，国际航空运输协会还指出，国际航线已经连续第五个月出现异常流量水平，9月份同比增长达到了10.5%。这一数据进一步证明了全球航空货运市场的活跃度和潜力。

报告还提到：“在海运运力持续受限的背景下，航空公司正充分利用自身的优势，积极满足美国和欧洲不断增长的电子商务需求，从而实现了业绩的稳步增长。”这一趋势不仅为航空公司带来了新的发展机遇，也为全球经济的复苏注入了新的动力。

According to a new analysis from the International Air Transport Association (IATA), global air cargo is set to finish the year strong as markets continue to post strong annual growth in demand.

IATA said global air cargo markets in September saw total demand, measured in cargo tonne-kilometres (CTKs), rise by 9.4% compared to September 2023 levels (10.5% for international operations).

This is also the 14th consecutive month of growth.  

IATA said capacity, measured in available cargo tonne-kilometers (ACTKs), increased by 6.4% compared to September 2023 (8.1% for international operations).

This continued to be largely related to the growth in international belly capacity, which rose 10.3% — extending the trend of double-digit annual capacity growth to 41 consecutive months. 

"September performance brought continued good news for air cargo markets. With 9.4% year-on-year growth, cargo volumes continued to mark all-time highs for demand. Yields are also improving, up 11.7% in 2023 and 50% above 2019 levels. All this points to a strong finish for this year," commented Willie Walsh, IATA's director-general.

"For longer-term trends, the air cargo world will be closely following the outcome of the US election for indications of how US trade policy will evolve," he added.

Regional Performance

For September, IATA said Asia-Pacific airlines saw 11.7% year-on-year demand growth for air cargo, while capacity increased by 8.5% year-on-year.

North American carriers saw 3.8% year-on-year demand growth for air cargo in September, as capacity was up 4.2% compared to September 2023.

IATA said European carriers saw 11.7% annual demand growth, and capacity also increased 7.5% year-on-year.

Middle Eastern carriers saw 10.1% year-on-year demand growth for air cargo in September, as capacity increased 2.9% year-on-year.

For the period, Latin American carriers saw 20.9% growth compared to September 2023, which is the strongest growth among the regions. Capacity grew 7.9% year-on-year.

African airlines saw 1.7% year-on-year demand growth for air cargo in September, the slowest among regions, although capacity increased by 13.9% year-on-year.  

Meanwhile, IATA noted international routes experienced exceptional traffic levels for a fifth month, with a 10.5% year-on-year increase in September.

"Airlines are benefiting from rising e-commerce demand in the US and Europe amid ongoing capacity limits in ocean shipping," it said.