The most benefit from the airport, air ports inequality
11 3, the Association for Relations Across the Taiwan Strait (referred to as . As
Straits Exchange Foundation (the focus of global attention. points, 74 direct shipping port.
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mainland for the first time since 1979 that
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Oriental Morning Post, a weekly financial news / Lynch
11 4 January, the Association for Relations Across the Taiwan Strait Chairman Chen Yunlin and the Taiwan Straits Exchange Foundation Chairman Chiang Pin-kung was signed in Taipei, cross-strait air transport agreement.
cross-strait Grateful analysts said cross-strait
Aviation dividends in accordance with the limited provisions of the agreement, is en route to cutting the bends, the opening of direct air route, no longer bypass the Hong Kong Flight Information Region; mainland direct flights from destinations 5 increased to 21; daily charter flights after the weekend charter flights increased to 3 times when.
program now: every day, charter flights, not more than 108 weekly flights to and from, each side can not fly more than 54 round-trip flights, including Taiwan to Shanghai (Pudong), the frequency of no more than 20 round-trip flights the future increase or decrease depending on market demand for timely flights.
cross-strait However, shares of airlines and airports do not respond to this stimulation is still down.
Some analysts believe that,
It is understood that China Southern has begun active preparations.
chief pilot, according to Sky Chapter is Rongjie Shao, cross-strait direct flights will save more cost airlines to improve the efficiency of air transport in the world financial crisis downturn in the airline industry environment, to provide a new cross-strait aviation industry space for development.
It is reported that China Southern will promptly run the command center application to the CAA straight routes, shortening flight distance and flight time; familiar with the operating characteristics of the new route for the preparation of flight safety; develop the operation of flights to Taiwan flights processes to ensure flights run on schedule for round-trip travel at providing quality and convenient services.
change the operation mode, the amount of increased flights, China Southern Airlines will re-run the command center and the China Airlines flight agency agreement signed to ensure flight safety and punctuality. Cross-strait direct flights, China Southern will continue to send good quality models, and crew team to fly cross-strait flights, flight time will be shortened.
only for the aviation industry in the Gold Company Institute's latest analysis of this report, if the realization of periodic direct flights between Taiwan and the mainland market, Chinese airlines will be the largest and most profitable one route. Projected annual passenger traffic from both sides, at least to the Mainland and Hong Kong, China, South Korea to double the size of the market. At present, Hong Kong, China and South Korea each year for the Chinese airline routes contribute to the profit and 50 billion.
SW Zhou Jing Jing Institute analyst, said the number of destinations increase than expected, making the Xiamen Airport (13.74, -0.25, -1.79%, bar) in Taiwan as a transit base to the advantage of weak, Now even the small three links is likely to form a diversion of passengers. In addition, the Xiamen to Taiwan needs to take a plane or ship to Hong Kong to Shenzhen, it is not as convenient, facilitating transit well below the level of direct flights arriving in Taiwan from various destinations. Xiamen airport traffic on the promotion will be mainly visitors from the mainland to Taiwan market share expansion and the close degree of Fujian and Taiwan increased.
, -0.42, -9.70%, right) neutral to slightly negative impact.
regional routes in the early opening is generally more profitable routes, mainly depending on market size and the degree of competition may be. Currently, between Taiwan and mainland China from a variety of ways each year about 500 million passengers, while domestic aviation market in 2007 the total number of visitors was 1.8 million passengers, accounting for relatively small. Decline in the current macro-economic growth, Taiwan business difficulties, the market will slow capacity expansion, competition will make the margins smaller.
direct implementation, the previous transfer from Taiwan, Hong Kong and Macau will be a large number of transfer passengers to flights on the route, holding on Air Macau Airlines and Cathay Pacific have a further blow. Cinda Securities analyst
Lei Feng also said that
But cross-strait Now only just opening up the future will occur in the open.
present, people travel to Taiwan every day thousands of people will cap. In contrast, Hong Kong and Macau routes, traffic is relatively large, there are 41 million people a month or so. The
gold Guoxin Securities analyst Lei Feng Hong endorse the views of comparison, she said, the current flight restrictions and visa restrictions and other effects of short-term impact on the aviation industry is small,cheap UGG boots, but will bring long-term good.
as not more than 108 weekly passenger flights and cargo flights per month for 60 compared to China's enormous aviation market, brought about by the very limited incremental, so the short term the airline industry little effect. But in the long run,UGG boots, the closer cross-strait exchanges, the future may open visa policy, cross-strait routes may become the gold route, the airlines and airports to bring some of the profits.
Shanghai Airport (11.81, -0.74, -5.90%, right) is currently the most benefit from the mainland to Taiwan
route mainly transit through Hong Kong and Macao, Taiwan, in Hong Kong airport's annual passenger throughput route about 830 million people, Taiwan, Macau International Airport's passenger throughput of 2.3 million flights or so, add up to a total of 1000 million. Macau International Airport which transit passengers from both sides of the Taiwan airport's overall passenger traffic accounts for about 20%, or 100 million, while the Hong Kong airport said the airport from Hong Kong to fly to mainland tourists in Taiwan airline passengers about the amount of its 10% plus do not turn on the fly passengers directly to the Pearl River Delta (YRD is expected to slightly less than that amount), the total amount of about 200 million of that total about 300 million of transit passengers, which some of the visitors in the cross-strait direct flights, Direct flights from the mainland, the airport is expected to fly directly to Taiwan.
gold incense that with the relaxation of visa policy and cross-strait economic and cultural exchanges have become closer look at both sides of the long-term business travelers and travel to far exceed the current number of passengers to transit through the two passenger volume, 3-5 visitors from Taiwan during the year will exceed the current 200 million mainland tourists may reach or exceed the current amount of Taiwan to mainland tourists, so visitors are likely to reach the mid 500 million, long-term may be more than 10 million.
Data show that transit passengers to reach the Yangtze River Delta, Pearl River Delta and Fujian respectively about 35%, 25% and 10%.
gold incense is expected to benefit cross-strait direct flights Yangtze River Delta, the largest and most visitors will focus on the Yangtze River Delta in Shanghai airport, mid-term incremental expected to nearly 100 million passengers around the Pearl River Delta because of the Dongguan Taiwan providers are more than expected level of benefit Baiyun Airport, Shenzhen Airport (5.51, -0.29, -5.00%, right) extent of the benefit to increase the static estimates about 50 million passengers, Baiyun Airport to increase the static estimates about 30 million passengers However, the Shenzhen Airport was a substantial increase in direct flights will not need a lot of Taiwanese visitors to Hong Kong transit, which some visitors may choose in the domestic routes to Hong Kong to Shenzhen Airport and then transfer the airport, so the level of benefit may be lower than directly measured static results. Xiamen Airport, the direct cause of Taiwan travelers to choose between Fujian Xiamen Airport, passengers have a certain increment, initially estimated at between 30 million -50 million, the overall cross-strait direct flights to Xiamen Airport on the impact of partial positive However, the significant increase in the direct flights will enable analysts expect that there are more travelers to choose the case of Xiamen Airport transfer difficult to achieve.
Shenzhen airport security staff of the Ministry of finance of a weekly newspaper that cross-strait trend is not good, not to say that good news will be able to stock a boost up.
BOCI writing of research reports that this agreement will generate a positive impact on the airport. Cross-strait direct flights expected in 2009 passenger traffic will reach 240 million, equivalent to 2007, about 44% of Hong Kong and Macau routes. Is expected to Shanghai Airport (600009) will be the biggest beneficiary, because the current Taiwanese living in mainland China about 35% live in the Yangtze River Delta region. In addition, the Shanghai airport is the direct freight service to carry out one of the two airports, the other is the Baiyun Airport (600004). As the aircraft from the current detour routes to Hong Kong non-stop, so most flights by at least 30% of the cost of the flight, which will bring greater passenger and cargo flow increment, and to promote tourism to Taiwan to mainland tourists.
CICC Research analyst Tao Wei that the Xiamen Airport is located in the southeast coast, and its dependent city of Xiamen, due to its economic structure and population limits, endogenous growth, lack of motivation, therefore, the next two years throughput breakthrough development company hopes
Xiamen Airport (600897) Deputy General Manager of the financial weekly, said a specific effect is unclear how much, after all fares, load factors have not come out. However, because of the impact of the world economic situation, the airport is also a slowdown.
shares
indirect positive port for export to Taiwan from the mainland over the goods, customs clearance can not directly enter Taiwan, only to Hong Kong or Japan for a single transit, and delivery of transit goods only, making the transport costs increased by 15% to 30%. The cross-strait direct shipping, trade costs on both sides will greatly reduce processing time and the time will increase the more closely the links between the two sides.
Now, the distance narrowed, the time shortened.
the port of Ningbo City Department of Transportation Department official says, more than two years ago, Ningbo City Department of Transportation to submit to the state Department of Transportation to apply the cross-strait another application. Ningbo Port brings on the most direct impact. about 10 hours, which both companies are good news or the port.
A weekly said.
Yantian (4.77, -0.14, -2.85%, bar) (000,088) Securities Department staff on a weekly financial management, said impact, and now the decline in exports, business conditions did not the previous two years that the natural fire.
Guoxin Securities Small, director of equity research, Jian-Hua Tang, chief analyst believes that if cross-strait direct shipping large-scale development, increase the income of port services.
fired whether the trend of the stock and the trend of cooperation. Far more than the consensus reached by both sides, or mail, direct flights, etc., involved in the financial sector is relatively small, being driven for the economy can not see the current positive is negligible.
Finance and Renmin University of China Zhao Xijun, deputy director of Securities Research Institute said: does not mean that all stocks will be higher, depending on each listed company's actual circumstances. more progress. And although the talks means that further cross-strait relations, but because of China Taiwan's KMT has yet to straighten out the internal and the relationship between the DPP and the relevant agencies, it is difficult to hope the impact will be more in-depth cooperation.
Zhao Xijun said the cooperation of the financial sector, especially banking, mainly for investment services,UGG bailey button, and capital-related contacts and personnel exchanges, the next step to be considered if both cooperate, on the one hand to consider how to facilitate these exchanges business, another problem which should be prevented. More investment-related financial services, is currently still only on the cooperation of vision, is clearly the most reasonable way to mainland investors and businesses to go to Taiwan, after the Bank of follow up for their services.
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