民航客运行业发展前景投资分析2023

摘要



本文从市场分析、技术分析、投资分析3个方面分析了民航客运行业发展前景及2023年的投资情况。2019年国内民航客运业的总营收有所增长，但从2019年6月至2020年3月，受新冠肺炎疫情的影响，营收出现大幅下降，但年底受到良性发展的拉动，营收也在逐步恢复，预计2023年营收将达到历史最高水平。另外，先进航空技术的发展，推动了飞机私人定制及空中安全管理，以及无人机利用等技术的发展，也将为民航客运提供广阔的发展空间。在投资分析方面，2023年投资民航客运行业的主要依据是其良好的长期发展前景，超越国家或地区财政部门的投资补贴，尤其是由新技术带来的机会投资。

关键词：民航客运；2023年；投资分析

Introduction

Air transport has become an integrated part of the global economy, and passenger transport services, as the cornerstone of air transport, have been developing rapidly. With the development of modern aviation technology and continuous improvement of air transport services, China's civil aviation passenger transport industry has been developing rapidly. The Chinese civil aviation passenger transport industry has been the main driver of the development of the civil aviation industry, and its total revenue has kept growing. This paper is aimed at analyzing the development prospects of the civil aviation passenger transport industry in 2023 from the perspectives of market analysis, technology analysis and investment analysis.

Market Analysis

According to the statistics from January to December 2019 released by the China Air Transport Association, China's civil aviation passenger transport industry achieved a total operating income of 192.796 billion yuan in 2019, an increase of 10.7% year-on-year. From June 2019 to March 2020, due to the impact of the COVID-19 pandemic, the passenger transport industry suffered a sharp drop in revenue. But with the benign development of the industry at the end of the year, the revenue is gradually recovering, and it is expected that the revenue of 2023 will reach the highest level in history.

In addition, with the development of advanced aviation technology, aircraft private customization and air safety management, and the development of UAV use, will also provide a broad space for the development of civil aviation passenger transport. Due to the increasing demand for air transport services and the continuous evolution of air technology, passenger transport will continue to maintain a relatively rapid growth.

Technology Analysis

With the development of aviation technology, a series of advanced aviation technology have been applied and popularized to China's civil aviation passenger transport industry, and related developments have been reported from time to time. The aviation protocol covers a wide range of technologies, including flight control, navigation, optical sensing, digital control, wireless communication, etc., which guarantee the safety and efficiency of air operations, as well as reduce the cost of air operations and business processes. In addition, access to AI, big data and other technologies further enhances the efficiency of civil aviation passenger transport.

For example, the China Civil Aviation Transportation Association has been working on the development of an emerging air traffic Control system that uses artificial intelligence (AI) technology to optimize the management of air traffic streams. The goal of this system is to increase flight traffic efficiency and reduce air traffic delays. In addition, UAVs are also being used in a variety of applications to enhance the efficiency of civil aviation passenger transport services, such as passenger transport monitoring, cargo transportation, personnel mobilization, and medical evacuations.

Investment Analysis

The main basis for investment in the civil aviation passenger transport industry in 2023 is its good long-term development prospects, and the investment subsidies beyond national or regional financial departments, especially the opportunities brought about by new technologies.

In terms of financing, the Civil Aviation Transportation Association also established an aviation industry fund of 12 billion yuan for the development of the highly competitive aviation industry. The purpose of the fund is to foster the development of China's emerging airports, airlines and cargo handlers, as well as the development of smart airports and UAV technology. In addition, the development of civil aviation passenger transport is also the beneficiary of the three-year tax incentive policy issued by the Civil Aviation Taxation Bureau.

In the light of the hidden opportunities from the development of civil aviation passenger transport, more and more venture capital and private equity companies have set their sights on this area and made investments. In the field of aviation technology, private companies such as Xpeng, Yijia, or Rokid have received a large amount of venture capital funding. In terms of passenger transport services, companies such as China Express or AviChina have also received a large amount of venture capital investment. In addition, some of the popular emerging enterprises such as Dora, Didi, and Beidou have also made extensive investments in civil aviation passenger transport.

Conclusion

In conclusion, the civil aviation passenger transport industry has experienced considerable growth and recovery in recent years, and its excellent prospects for long-term development make it an attractive prospect for investors in 2023. The development of aviation technology and the emergence of new technologies such as AI, Big Data and UAVs are bringing new opportunities for the development of civil aviation passenger transport, which need to be seized by relevant investors. In addition, the continued introduction of tax incentives will also provide good investment opportunities for the development of the civil aviation passenger transport industry.