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Robinson · 鲁棒逊
@python_xxt

一个有意思的话题 几年前,还是飞行员荒,为什么现在变成了飞行员过剩了呢? 除了我们老生常谈的人口过剩,供给过剩外,还有一个原因,就是支线航空被高铁给掐灭了 15年前后,民航业其实是奔着美国那个体量去做准备的——美国有定期航班的机场600余座,中国当时只有200出头,到25年的规划目标也才270个;如果算上通航机场,美国机场总数超过5000座,中国把各类机场全部加起来,恐怕也不到1000座。 所以当时民航系统普遍乐观,估计中国的干线市场还有2倍以上的成长空间,支线市场更是刚呱呱坠地、前途无量。那时候算飞行员缺口,算出来的结果是一身冷汗——按最保守的估计,从业人员即便每年翻一倍,也得到20年才能勉强抹平缺口,而这还只是审慎乐观的估算。于是招飞条件开始放宽,大改驾、大毕改,各种办法都用上了。 结果高铁横空出世。一开始民航还是挣扎过的,在不少准支线航线上打过价格战,但飞机虽然快,把值机、安检、打车的时间都算进去,未必比高铁快,而且论票价,烧航空煤油的终究干不过烧电的。于是支线市场和还未降生的通航市场,在18-19年前后基本上就胎死腹中了。紧接着又赶上疫情,直接把航空业干成了"低保户"。疫情过后,似乎再没人提"航空市场多少年翻几番"这种说法了,而当年为填补人才缺口扩招的飞行员,正陆续进入岗位…… 这里再多一句嘴:民航业虽然算是国内产业,但本质上仍是净资产流出型行业,目前来看,肉终究没法烂在锅里,所以国家厚此薄彼,也确实有一定依据——毕竟飞机采购、机队维护,要么是给欧盟送钱,要么是给美国送钱,你赚100,人家可能就分走四五十。 所以民航业要再崛起,或者至少在政策上不再被高铁压制,恐怕都得等909、919、929这一系列产品彻底成熟。毕竟我国本质上不是一个平原国家——云贵高原、川藏高原,广袤的西部地区,基本都处在飞机比高铁更具性价比的范围内。 所以,还是多盼点国产大飞机吧。等哪天国产大飞机真能和波音、空客平分秋色了(至少在国内市场上),我大胆预测,老百姓就能买上"国补机票"了——300,双流飞美兰,走不走?还送标准餐食,外加两件4L免费托运行李哟~ by 再来三个愿望 基于需求的本质,相似的供给,是互相竞争和挤压的

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4 Reposts 1 Quotes 34 Likes 21 Bookmarks
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12 replies collected of 15 X reports
Luis @ssskkk911 ·

@python_xxt is wrong. Ultimately, it's because high-speed rail can be used in conjunction with real estate speculation, while airports and airlines generally make a profit. High-speed rail is mostly a money-losing business, but the money lost by high-speed rail comes from the central government, while local governments make money by selling land in high-speed rail new towns.

original · zh

@python_xxt 错了,归根到底是高铁可以配合炒房,机场和航司普遍都能盈利,高铁绝大部分是赔钱货,但是高铁赔的钱是中央的,地方政府高铁新城卖地赚到了。

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Tinyfool @tinyfool · 194K

@python_xxt If there are enough airplanes, the demand for high-speed rail isn't that great. That's the US. In China, high-speed rail was over-invested in, which hindered airplane development.

original · zh

@python_xxt 飞机足够多,高铁需求就没那么大,那是美国,中国是高铁一不小心过度投资,飞机就发展不起来了

4
自在夺造化 @Danielw19410 · 11K

@python_xxt Regional airlines are like mediocre movies in theaters—they're passable but not competitive.

original · zh

@python_xxt 支线航空跟电影院里差强人意的电影一个意思 过得去但是没有竞争力

1
后院老张 Lao Zhang @laozhang8795 ·

@python_xxt Is there any chance China will ever have a large aircraft? I seriously doubt it!

original · zh

@python_xxt 中国的大飞机会有戏吗?严重怀疑!

Jackey Hong @jackeyhong2 ·

@python_xxt The problem is that even with domestically produced aircraft, the Ministry of Aviation still profits, while the Civil Aviation Administration still needs to buy them. Furthermore, domestically produced aircraft aren't necessarily cheaper.

original · zh

@python_xxt 问题是就算是国产飞机,依然是航空部赚钱,民航一样要买。而且国产飞机不一定会更便宜

SoloWing @SoloWing52 ·

@python_xxt There's a paradox in regional aviation: routes with high load factors are most likely within the coverage area of ​​high-speed rail, and in places where high-speed rail doesn't reach, the load factor of civil aviation isn't much higher either.

original · zh

@python_xxt 支线航空有个悖论,上座率高的航线大概率都在高铁覆盖范围内,高铁到不了的地方民航上座率也高不到哪去。

1 4
LWXWBLH @lwxwblh ·

@python_xxt Declining population (reduced demand) Soaring debt (increased costs) High-speed rail everywhere (strong substitution) ...

original · zh

@python_xxt 人口下行(需求减) 债务高耸(成本增) 高铁遍地(替代强) 。。。

妙竹🌸 @VeromcaEllgxdj ·

@python_xxt I bet nobody's more adventurous than me 🤫🎲 I'm not being shady, just look!

original · zh

@python_xxt 应该没人比我玩的开了吧🤫🎲 我福不黑不信你看

Yves @yiichaur ·

@python_xxt No good at anything else, but number one at shifting blame. The Taipei-Kaohsiung high-speed rail journey only takes 1.5 hours, practically eliminating the domestic market. Taiwan still needs to buy planes, even though it doesn't produce any domestically. Taiwan, with a population of over 20 million, has three full-service airlines, all highly profitable. In 25 years, Air China's revenue was $24.2 billion with a loss of $490 million, while China Airlines' revenue was $6.5 billion with a profit of $500 million.

original · zh

@python_xxt 别的不行,甩锅第一名。台北到高雄高铁只要1.5小时,几乎不存在国内市场。台湾不也一样要买飞机,没有任何国产飞机。台湾2千多万人口有三家全服务航空公司,而且全部都利润丰厚。25年国航收入242亿美元,亏损4.9亿美元,而华航收入65亿美元,盈利5亿美元。

4
雨寒🌸 @VenusBlakejylu ·

@python_xxt I bet nobody's more adventurous than me 🦉🤏 I'm not being shady, you'll see!

original · zh

@python_xxt 应该没人比我玩的开了吧🦉🤏 我福不黑不信你看

Shang Yang @ShangYang2 ·

@python_xxt The main problem is too many airlines. Subsidiaries have their own subsidiaries e.g. Xiamen, Shenzhen. One province has 2 airlines e.g. Shandong, Sichuan. Finally Hainan has too subsidiaries. CAAC should get its act together by getting rid of redundancy

Jackking @Jackking1010 ·

@python_xxt High-speed rail is also suffering huge losses.

original · zh

@python_xxt 高铁也是巨亏。