航空货运，强劲复苏！连续九月两位数增长，亚洲为何能领跑全球？

在充满活力的八月，全球航空货运市场继续其上升轨迹，这一趋势受到了全球贸易环境逐步改善、电子商务领域前所未有的激增，以及海运领域持续存在的产能瓶颈等多重因素的共同推动。

国际航空运输协会（IATA），这一全球航空业的权威机构，于近日揭晓了2024年8月的全球航空货运市场数据，数据清晰地描绘了一幅需求持续高涨的画卷。具体而言，以货物吨公里（CTK）作为衡量标准，总需求相较于去年同期实现了11.4%的显著增长，其中国际业务更是以12.4%的增速领跑。

这一成绩，已经是连续第九个月实现了两位数的同比增长，不仅彰显了航空货运市场的蓬勃生机，也将其推向了自2021年创纪录高峰以来的又一崭新高度。

谈及这一创纪录的高需求，国际航空运输协会的总干事Willie Walsh难掩喜悦之情：“航空货运市场的好消息如同雨后春笋般不断涌现，今年，该行业已经连续第二个月刷新了历史记录。”他进一步指出，“即便是在产能已经达到前所未有的高水平之下，2023年的产量依然实现了11.7%的增长，与上个月相比更是增长了2%，与疫情前相比，更是高出了惊人的46%。”

这一强劲表现，无疑得益于全球贸易的稳步复苏、电子商务的蓬勃发展，以及海运领域持续存在的产能瓶颈所带来的机遇。

与此同时，国际航空运输协会还透露，与2023年8月相比，以可用货物吨公里（ACTK）衡量的运力增长了6.2%，其中国际运营的增长尤为显著，达到了8.2%。这一增长，在很大程度上得益于国际运力的提升，特别是在客运市场的强劲推动下，国际运力实现了10.9%的增长。整个航空货运行业的运力，也因此达到了历史的新高度。

回顾七月，全球航空货运市场的需求同样表现出色，与2023年7月相比增长了13.6%，其中国际业务的增长更是达到了14.3%。

在区域业绩方面，8月份的表现同样亮点纷呈。亚太地区以其14.6%的同比增长率，成为了所有地区中增长最快的。亚非、亚欧以及亚洲内部市场的需求分别增长了21.2%、18.4%和16.1%。

尽管亚洲内部需求的增长较上月有所下降，部分原因是孟加拉国的社会动荡和日本的台风“珊珊”对当地物流运营造成了影响，导致机场关闭和航班取消，但整体而言，亚太地区的航空货运需求依然强劲。产能方面，同比增长了8.6%。

相比之下，北美航空公司的表现则略显平淡，8月份航空货运需求同比增长仅为4.8%，是所有地区中最低的。不过，亚洲-北美贸易通道依然保持了强劲的增长势头，需求同比增长了9.3%。而北美-欧洲航线的需求增长则相对较慢，为6.1%。

欧洲航空公司则展现出了强劲的增长动力，8月份航空货运需求同比增长了13.5%。其中，中东-欧洲贸易通道的增长尤为显著，达到了28.9%，自2023年9月以来一直保持着两位数的增长率。第二大市场欧亚航线也实现了18.4%的增长。在欧洲内部，增长率同样达到了两位数，为15.0%。

此外，中东和拉丁美洲的航空公司也表现出色。8月份，中东航空公司的航空货运需求同比增长了13.5%，而拉丁美洲航空公司则实现了14.2%的增长。非洲航空公司虽然增长相对较慢，但8月份航空货运需求同比依然增长了7.5%。与2023年8月相比，非洲-亚洲市场的需求增长了21.1%，这一增长率自2023年下半年以来一直保持在两位数水平。

综上所述，全球航空货运市场在八月份展现出了强劲的增长势头，这一趋势不仅得益于全球经济的复苏和电子商务的蓬勃发展，也与海运领域持续存在的产能瓶颈密不可分。未来，随着全球贸易环境的进一步改善和航空货运市场的不断优化，我们有理由相信，这一市场将继续保持其蓬勃发展的态势。

Air cargo demand continued its upward momentum in August, driven by improving global trade, a surge in e-commerce, and persistent capacity issues in maritime shipping.

The International Air Transport Association (IATA) released data for August 2024 global air cargo markets showing continued strong annual growth in demand. 

The International Air Transport Association (IATA) released data for August 2024 global air cargo markets showing continuing strong annual growth with total demand — measured in cargo tonne-kilometers (CTKs) — up by 11.4% year-on-year (12.4% for international operations).

This is the ninth consecutive month of double-digit year-on-year growth, with overall levels reaching heights not seen since the record peaks of 2021.

"We continue to see very good news in air cargo markets. The sector recorded a second consecutive month of record high demand year-to-date," said Willie Walsh, director-general at IATA. "Even with record levels of capacity, yields are up 11.7% in 2023, 2% on the previous month, and 46% above pre-pandemic levels."

"This strong performance is underpinned by slow but steady growth in global trade, booming e-commerce, and continuing capacity constraints on maritime shipping," he added.

Meanwhile, IATA said capacity, measured in available cargo tonne-kilometers (ACTKs), increased by 6.2% compared to August 2023 (8.2% for international operations).

This was largely related to the growth in international belly capacity, which rose 10.9% on the strength of passenger markets.

IATA noted that industry-wide capacity has reached an all-time high.

In July, global air cargo markets showed a 13.6% growth in demand compared to July 2023 levels (14.3% for international operations).

For August, IATA said Asia-Pacific airlines saw 14.6% year-on-year demand growth for air cargo — the strongest of all regions.

It noted that demand in the Asia-Africa, Asia-Europe and within-Asia markets grew by 21.2%, 18.4% and 16.1%, respectively. Intra-Asia demand growth decreased by 5.0 percentage points from the previous month, partially linked to the social unrest in Bangladesh and Typhoon Shanshan in Japan – which both impacted local logistics operations with airport closures and flight cancellations. Capacity increased by 8.6% year-on-year.

North American carriers saw 4.8% year-on-year demand growth for air cargo in August, the lowest of all regions, IATA said. Demand on the Asia-North America trade lane, the largest trade lane by volume, grew by 9.3% year-on-year, while the North America-Europe route saw a more modest increase of 6.1%. 

European carriers, on the other hand, saw 13.5% year-on-year demand growth for air cargo in August, with the Middle East-Europe trade lane-led growth, up 28.9%, maintaining a streak of double-digit annual growth that originated in September 2023.

The Europe-Asia route, the second largest market, was up 18.4%. Within Europe, growth was also double-digit, up 15.0%.

IATA noted that Middle Eastern carriers saw 13.5% year-on-year demand growth for air cargo in August.  Latin American carriers saw 14.2% year-on-year demand growth for air cargo in August.

African airlines, meanwhile, saw 7.5% year-on-year demand growth for air cargo in August, with demand on the Africa-Asia market increasing by 21.1% compared to August 2023. This maintained a streak of double-digit annual growth that originated in the second half of 2023.