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DFE | Quick Facts
According to the latest data released by the Council International Airports (ACI), global passenger traffic recovered to 72% of 2019 levels in 2022. International air passenger traffic reached 60% of 2019; Domestic travel recovered faster, recovering to 79% of 2019 levels.
With travel restrictions and quarantine requirements easing and tourist travel demand surging, ACI World predicts that global passenger traffic will reach 8.4 billion in 2023, recovering to 92% of 2019 levels, driven by domestic travel, and fully recovering in 2024. Global passenger traffic will reach 19.3 billion passengers in 2041, with the United States, China and India leading the way, accounting for more than 40% of the world's total passengers.
DFE Watch: Based on a short-term surge in demand, a sustained recovery is expected in 2023. With the resumption of international flights and group travel, outbound travel from China will recover rapidly in 2023 and is expected to return to pre-pandemic levels this summer.
The following is DFE Tax Free Information Alert Issue (104) 2022.
01. ForwardKeys: The proportion of Chinese outbound solo travelers increased to 40%
02. It is expected that the passenger flow of shopping malls will recover to 9.5% of the pre-epidemic level in 2023
03. In January, the passenger traffic volume of civil aviation was 39.775 million, a year-on-year increase of 34.8%
04. Shenzhen Airport's passenger throughput in January was 3.57 million, a year-on-year increase of 86.48%
05. Sanya's first international (regional) passenger route will resume on February 28
06. From March 1, no nucleic acid is required to enter South Korea from China, and the number of visa searches to South Korea increased by 1179%
07. Thai airport officials estimate that the number of Chinese passengers exceeded one million in August
08. Liang Wannian: The current round of the epidemic has basically ended
09. Gucci released a new strategy that will focus on high-net-worth clients
10. BOSS settled in CDF Haikou Meilan Airport T2 duty-free shop
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ForwardKeys: China's outbound solo traveler grows to 40%
According to the latest data from travel data firm ForwardKeys, new opportunities have emerged as travel restrictions ease in China and Southeast Asia. According to Q1 travel bookings, the proportion of Chinese outbound solo travelers increased to 40% from 25% in 2019, and the proportion of passengers flying in Premium Class increased from 10% to 17%.
For airport retailers and brands, 2023 is likely to see significant growth as people spend more time at the airport when connecting flights. The proportion of short transfers (i.e. less than two hours) dropped from 44% in 2019 to 37% in 2023. This means that passengers have more time to shop as airports operate more smoothly.
Source: ForwardKeys website
It is expected that the shopping mall passenger flow will recover to 9.5% of the pre-epidemic level in 2023
According to Winshang.com, in 2023, with the lifting of restrictions on consumption scenarios, physical consumption ushered in the dawn: passenger flow rebounded rapidly in January, recovering to 16,000, an increase of 36.1% month-on-month, and an increase of 16.8% compared with last year's Spring Festival. The recovery signal of passenger flow is strong, and January is expected to be a turning point.
Image source: Photogram License
After last year's shock repair period, passenger flow will usher in a relatively stable upward stage in 2023. If compared with 2019 before the epidemic, it is estimated that the degree of recovery of passenger flow will be slightly higher than the degree of consumption recovery (90%), and passenger flow is expected to return to about 9.5% before the epidemic.
Source: Winshang public number
Civil aviation passenger traffic in January was 39.775 million, a year-on-year increase of 34.8%
According to CCTV News, the latest data released by the Civil Aviation Administration of China shows that in January, civil aviation transportation generally showed a rapid recovery trend. Among them, the volume of civil aviation passengers transported was 39.775 million, a year-on-year increase of 34.8%, recovering to 74.5% in the same period of 2019.
According to the January 2023 operation data announcement recently released by the three major domestic airlines, the passenger business of the three airlines has shown a relatively obvious growth trend. Air China and its subsidiaries' passenger capacity investment increased by 38.4% year-on-year, China Eastern Airlines' passenger capacity investment increased by 17.21% year-on-year, and China Southern Airlines and its subsidiaries' passenger capacity investment increased by 25.41% year-on-year.
Source: Civil Aviation Resources Network
Shenzhen Airport's passenger throughput in January was 3.57 million, a year-on-year increase of 86.48%
Shenzhen Airport released a production and operation express report in January, data shows that the passenger throughput of Shenzhen Airport reached 3.5706 million person-times in January, a year-on-year increase of 86.48%. Among them, there were 38,500 international routes, a year-on-year increase of 585.72%; Domestic routes were 3,532,100, a year-on-year increase of 85.01%.
Source: Shenzhen Airport Announcement
Sanya's first international (regional) passenger route will resume on February 28
According to Hainan Daily, the Sanya-Hong Kong passenger route will resume on February 28, and the flight information has been launched on major ticket sales platforms.
Sanya Airport Image source: Sanya Phoenix International Airport public number
The opening of the Sanya-Hong Kong passenger route also marks the official resumption of international (regional) passenger routes between Sanya and Hong Kong, which is also the first international (regional) passenger route resumed in Sanya since the outbreak of the epidemic.
Source: Hainan Daily
From March 1, no nucleic acid is required to enter South Korea from China, and the number of visa searches to South Korea increased by 1179%
According to the South Korean health department, South Korea decided to cancel the nucleic acid test obligation after entering the country from China from March 1, but the requirement to board with a negative nucleic acid test report before departure will last until March 10.
Fliggy data shows that the popularity of visas to South Korea has increased significantly recently. On the day of the news of the resumption of short-term visas to South Korea, Fliggy's search volume related to South Korea's visa increased by 1179% month-on-month.
Source: Civil Aviation Resources Network
Thai airport officials estimate that the number of Chinese passengers exceeded one million in August
According to Thailand online media reports, China has significantly relaxed epidemic prevention border controls since January 8, and Giladi, vice president of the Thai Airports Company (AOT), said that since Thailand reopened to global tourists on October 1 last year, as of February 17, a total of about 107,304 flights landed at Thailand's international gateway airport, carrying 17.35 million passengers.
Thailand Image source: Photogram authorized by Photogram
It is reported that as of February 15, about 161,000 Chinese tourists have visited Thailand for sightseeing, and it is estimated that this number is expected to exceed 1 million in August this year.
Source: Thailand Net Media public number
Liang Wannian: The current round of the epidemic has basically ended
On February 23, at a press conference held by the joint prevention and control mechanism of the State Council. Liang Wannian, head of the expert group of the National Health Commission's Leading Group for Epidemic Response and Handling, said that from a global perspective, the state of the pandemic still exists, and the harm of the disease still exists. Our country can say that the entire prevention and control of the new crown virus epidemic has achieved a major and decisive victory.
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For our country, it means that we have withstood the impact and test of this round of the epidemic and established a relatively good population immunity barrier. From the characteristics of the epidemic itself, it can be said that the epidemic has basically ended, but it cannot be said that it is completely over. The current infection in our country is still in a sporadic and localized state of distribution.
Source: Hainan epidemic prevention and control public account
Gucci unveiled a new strategy that will focus on high-net-worth clients
Last week, luxury group Kering CEO Francoi Henri Pinault said that Gucci, the group's luxury brand, will recalibrate its business strategy to boost sales by focusing on high-net-worth individuals.
Image source: Gucci official website
The analysis pointed out that Gucci will open exclusive salon stores for its VIP customers and offer high-end clothing, homeware and jewelry that have been on sale, which will be sold for between 40,000 and 3 million euros Last week, Kering released its 2022 annual results report, showing that Gucci's marketing spending has been reduced during the epidemic, and it will bet on its high-end customer base in the future.
Source: Vogue Business public account
BOSS settled in CDF Haikou Meilan Airport T2 duty-free shop
According to the official account of CDF Haikou Meilan Airport Duty-free Shop, on February 23, 2023, BOSS Duty-free Boutique opened in CDF Haikou Meilan Airport Terminal 2.
BOSS is the core brand of HUGO BOSS, a leading company in the global high-end clothing market. The HUGO BOSS Group, which owns the BOSS and HUGO brands, has around 6,800 sales points in 128 countries and regions around the world, and is headquartered in Metzingen, Germany, with sales of 2.8 billion euros in fiscal 2021.
BOSS is known worldwide for its exquisite formal tailoring. In addition to this iconic product category, BOSS has expanded its footprint to include casualwear, intimatewear, accessories and athleisure collections, with the brand's licensing products such as fragrances, eyewear, watches and childrenswear.
Source: CDF Haikou Meilan Airport Duty-free Shop Official Account