The annual beginning of theAssemble( 002186.SZ) etc.Chinese( 601111.SH) also deserve to be paid attentionstrategy of 2008 years, if appraise Beijing Olympic Games the only a aerial cooperative partner of passenger transport? ? Chinese Chinese International Airline. And this has also represented the common viewpoint of many profession researcher.
It is high
The field of civil aviation is the profession of very strong periodicity, macroeconomics basic surface is the foundation of the field development of civil aviation. Capital bond is considered , stimulate demand except consuming to escalate outside, the flourishing matters such as 2008 Olympic Games the fast development of promote the field of civil aviation further.
The bond of the Yangtze River is considered also, 2008 Olympic Games and the world's fair of 2010 years will be most important as symbolic incident for the field of civil aviation of coming years to increase high, help thrust. This is former, day Han experience have had very good proof.
According to its rough estimate, during Olympic Games, the foreign tourist who comes to Beijing will reach the persons of 600 thousand, domestic audience total is estimated to at least reach the person-time of 2600 thousand. Suppose 50% to take airplane , Olympic Games for this year passenger volume extra contribution reaches 2.06%, for passenger turnover volume extra contribution 2.81%. And this is still very conservative and estimated.
Is so, pass through capital bond profession researcher Gong the analysis of hero for Chinese Chinese International Airline, investor is also easy to see , Chinese Chinese International Airline airline company that will be biggest for the Olympic Games to be benefited. Gong hero points out , company's operation efficiency and profit ability are best in 3 big airline companies, have just the favourable terrain that cannot duplicate advantage, company is taking Beijing as base, when capital airport share house absolute advantage, international business and commercial customer proportion are big.
The bond of the Yangtze River is pointed out further, form according to airline company of capital airport, no matter according to rise to reduce or passenger handling capacity see , Chinese Chinese International Airline exceeds other airline companies. , in this year first capital airport T3 navigation station building goes into operation use mainly by Chinese Chinese International Airline, then, will realize the domestic in building , international flight turn mutual.
Except this year Olympic Games will produce for the operation of Chinese Chinese International Airline greatly promote to take affect outside, Chinese Chinese International Airline located Beijing course ticket price with guest rate level is higher than other key cities.
Chinese Chinese International Airline also fluctuate
Oil price is always the domestic big trouble of airline company. The bond of the Yangtze River is considered , the future one year, the situation of oil price still does not allow optimism, still store the expectation of continued rising. When the rising of oil price, Chinese Chinese International Airline when in and other company's competitions can protect have greater advantage.
Extend
The bond of the Yangtze River is at the same time pointed out , Chinese Chinese International Airline is domestic biggest airline company, and 2004 the future Chinese integration platform of super carrier 2006 continued stock right financing, most become probably, it has purchaseShanghai( 600591.SH) possibility.
Chinese Chinese International Airline now possesses 212 airplanes, once purchase Shanghai is aerial, airplane goes to increase to 262, growth rate reaches 23.6%. At the same time, the turnover volume of passenger transport increases 17%, the turnover volume of freight transport increases 23%, total turnover volume increases 20%. Each increase 19% of the total transport power and transport power of passenger transport.
But the possible of above-mentioned
Though, taking over Shanghai aviation
January 3 in, the Chinese wholly-owned subsidiary of Chinese International Airline navigation invigorates economy in limited company and letter safe rich limit company and its wholly-owned subsidiary Gold Leaf Enterprises Holdings Ltd. ( next name "Gold Leaf") the agreement signed , purchase Gold Leaf with cash way hold light star limited company( next name" light star company") have published stock completely, the Chinese international aerial limited company of freight transport that light star company holds with indirect purchase( for company jointly operate enterprise, next name" the navigation of home made goods") 25% of stock rights, this stock right Zhang surface value is 511 million Yuan.
After this trade completion, in include through navigation invigorates economy indirect rights and interests, it will increase by 51% to 76% if Chinese Chinese International Airline holds the rights and interests of the navigation of home made goods; The navigation of home made goods is the subsidiary combined report form of Chinese Chinese International Airline.
January 7, the one of Chinese major shareholderIt isShareholder could not approve about Singaporean airline company and weak horse in the tin resolution of H share of subscription eastern aerial new publication and other related resolutions, navigation limited will make investment in two weeks to the eastern aerial formal submission of board of directors in eastern aviation form the suggestion of strategic cooperative partner to it.
As external world estimates , last eastern aerial above-mentioned scheme is vetoed on January 8 by shareholder meeting. In is so, navigation the limited investment eastern aviation of next step is all right if becoming , in navigation limited aspect will facilitate Chinese Chinese International Airline with great efforts to spread out all-around cooperation with eastern aviation. But Chinese Chinese International Airline before have not state suggestion or scheme to do to serve as what decision.
At the same time, possibility that above-mentioned researcher thinks and that Chinese Chinese International Airline takes over the aviation of Shanghai had been weakened. But analyst points out that China is aerial have taken place with the cooperation between Shanghai aviation , and is mutual and also possible next to strengthen cooperation further through other ways.
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