DJBoy
2021-09-08
Don’t buy.
Airlines were counting on a post-Labor Day surge in business travel. It looks like that won't happen<blockquote>航空公司指望劳动节后商务旅行会激增。看来这不会发生了</blockquote>
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It looks like that won't happen<blockquote>航空公司指望劳动节后商务旅行会激增。看来这不会发生了</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1157492178","media":"cnn","summary":"New York (CNN Business)This week was supposed to be the time when many workers began returning to of","content":"<p>New York (CNN Business)This week was supposed to be the time when many workers began returning to offices, and business travelers started returning to the air.</p><p><blockquote>纽约（CNN Business）本周本应是许多员工开始返回办公室、商务旅客开始返回空中的时候。</blockquote></p><p> Neither of those things is happening the way US airlines had counted on.</p><p><blockquote>这两件事都没有按照美国航空公司预期的方式发生。</blockquote></p><p> With the rise of Covid-19 cases in recent months, many offices have pushed back reopening plans until later this fall or even into 2022. And without reopened offices to visit, many business travel plans have also been put on hold.</p><p><blockquote>随着最近几个月新冠肺炎病例的增加，许多办公室已经将重新开放的计划推迟到今年秋天晚些时候甚至2022年。由于没有重新开放的办公室可供参观，许多商务旅行计划也被搁置。</blockquote></p><p> \"Delaying back-to-office has an effect on business travel,\" said Philip Baggaley, chief credit analyst of transportation companies for Standard & Poor's. \"It's harder to put together a trip where you see a bunch of different clients. And company travel policy can become more cautious.\"</p><p><blockquote>标准普尔运输公司首席信贷分析师菲利普·巴加利 (Philip Baggaley) 表示：“推迟返回办公室会对商务旅行产生影响。”“当你看到一群不同的客户时，安排一次旅行会更加困难。而且公司的旅行政策可能会变得更加谨慎。”</blockquote></p><p> In July, a survey of members by the Global Business Travel Association found 68% said they planned to begin business travel sometime in next three months. By August, that had dropped 35%.</p><p><blockquote>今年7月，全球商务旅行协会对会员进行的一项调查发现，68%的人表示他们计划在未来三个月的某个时候开始商务旅行。到8月份，这一数字已经下降了35%。</blockquote></p><p> \"It's a pretty dramatic change of plans,\" said Adam Sacks, president of Tourism Economics. \"We expected to see some traction from business travel in the fall. Now we're not certain when it will happen.\"</p><p><blockquote>“这是计划的一个相当戏剧性的变化，”旅游经济学总裁亚当·萨克斯说。“我们预计秋季商务旅行会带来一些吸引力。现在我们不确定何时会发生。”</blockquote></p><p> And it's not just offices delaying reopening that is affecting the cutback in business travel. Conferences and conventions across the nation — from the National Rifle Association's annual meeting in Houston to the Specialty Food Association's Fancy Food Show set for New York — have been canceled or shifted to virtual in recent weeks due to Covid cases. Those shows themselves are, historically, a major driver of business travel.</p><p><blockquote>影响商务旅行减少的不仅仅是办公室推迟重新开放。由于Covid病例，全国各地的会议和大会——从在休斯顿举行的全国步枪协会年会到在纽约举行的特色食品协会花式食品展——最近几周都被取消或转为虚拟。从历史上看，这些展览本身就是商务旅行的主要驱动力。</blockquote></p><p> <b>Hot summer for travel</b></p><p><blockquote><b>炎热的夏天适合旅行</b></blockquote></p><p> The airlines just enjoyed a strong rebound in leisure travel over the summer. The number of passengers passing through TSA checkpoints at US airports from Memorial Day weekend through Labor Day totaled 77% of what was seen in the summer of 2019 -— three times the number of passengers airlines carried in the same period in 2020.</p><p><blockquote>航空公司刚刚享受了夏季休闲旅游的强劲反弹。从阵亡将士纪念日周末到劳动节，通过美国机场运输安全管理局检查站的乘客数量总计为2019年夏季的77%，是2020年同期航空公司运送乘客数量的三倍。</blockquote></p><p> But more-lucrative business travel is far more important for the airlines' finances, and they had been counting on a fall rebound as the summer began.</p><p><blockquote>但更有利可图的商务旅行对航空公司的财务状况更为重要，而且随着夏季的开始，他们一直指望秋季的反弹。</blockquote></p><p> \"[Business] customers are telling us that they're eager to travel,\" Robert Isom, president of American Airlines (AAL), said to investors on a July 22 call about second quarter results. \"Critically, the majority have shared their expectation for travel to pick up moving into the fall. We now expect a full business travel recovery in 2022.\"</p><p><blockquote>“[商业]客户告诉我们，他们渴望旅行，”美国航空公司 (AAL) 总裁 Robert Isom 在 7 月 22 日举行的第二季度业绩看涨期权上对投资者表示。“至关重要的是，大多数人都预计秋季旅游业将复苏。我们现在预计 2022 年商务旅行将全面复苏。”</blockquote></p><p> But those expectations quickly changed as the number of Covid cases climbed and offices delayed reopening.</p><p><blockquote>但随着新冠病例数量的攀升和办公室推迟重新开放，这些预期很快发生了变化。</blockquote></p><p> \"It certainly seems that with delayed returns to office that those plans will probably be a little more muted,\" Vasu Raja, American's chief revenue officer, said at a subsequent investor conference just five weeks after the remarks by Isom. \"We do anticipate that there will be a slower recovery in business demand than what we've seen, but there will still be a recovery in business demand.\"</p><p><blockquote>American 首席营收官瓦苏·拉贾 (Vasu Raja) 在 Isom 发表上述言论五周后的随后一次投资者会议上表示：“随着重返办公室的推迟，这些计划肯定会变得更加平静。”“我们确实预计商业需求的复苏速度将比我们所看到的要慢，但商业需求仍将复苏。”</blockquote></p><p> Other airlines have also pushed back some of their forecasts for a revenue rebound. Southwest (LUV) warned investors that a drop in bookings and a rise in cancellations means it now doesn't expect to remain profitable for the third quarter, despite a profitable July.</p><p><blockquote>其他航空公司也下调了一些收入反弹的预测。西南航空 (LUV) 警告投资者，预订量下降和取消量上升意味着尽管 7 月份盈利，但该公司目前预计第三季度不会保持盈利。</blockquote></p><p> But Baggaley said if the delayed rebound in business travel is a setback for the airlines, it should only be a temporary one.</p><p><blockquote>但Baggaley表示，如果商务旅行的延迟反弹是航空公司的挫折，那应该只是暂时的。</blockquote></p><p> \"It's been a pattern of a choppy recovery, but with a clear trend up,\" he said.</p><p><blockquote>“这是一种波动复苏的模式，但有明显的上升趋势，”他说。</blockquote></p><p> Sacks said that the airlines can hope that if Covid cases begin to decline as vaccination rates rise, businesses will quickly return to their earlier, more ambitious travel plans.</p><p><blockquote>萨克斯表示，航空公司可以希望，如果随着疫苗接种率的上升，新冠病例开始下降，企业将很快恢复到早期、更雄心勃勃的旅行计划。</blockquote></p><p> Just as there was pent-up demand for leisure travel, Sachs said, there's been even greater pent-up demand for business travel.</p><p><blockquote>萨克斯表示，正如休闲旅行的需求被压抑一样，商务旅行的需求也被压抑得更大。</blockquote></p><p> \"If the last year and a half has shown us anything, it's difficult to look through each wave of the pandemic and see where travel is headed,\" he said.</p><p><blockquote>他说：“如果说过去一年半向我们展示了什么，那就是很难看清疫情的每一波浪潮并了解旅游业的发展方向。”</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Airlines were counting on a post-Labor Day surge in business travel. It looks like that won't happen<blockquote>航空公司指望劳动节后商务旅行会激增。看来这不会发生了</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAirlines were counting on a post-Labor Day surge in business travel. It looks like that won't happen<blockquote>航空公司指望劳动节后商务旅行会激增。看来这不会发生了</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">cnn</strong><span class=\"h-time small\">2021-09-08 21:15</span>\n</p>\n</h4>\n</header>\n<article>\n<p>New York (CNN Business)This week was supposed to be the time when many workers began returning to offices, and business travelers started returning to the air.</p><p><blockquote>纽约（CNN Business）本周本应是许多员工开始返回办公室、商务旅客开始返回空中的时候。</blockquote></p><p> Neither of those things is happening the way US airlines had counted on.</p><p><blockquote>这两件事都没有按照美国航空公司预期的方式发生。</blockquote></p><p> With the rise of Covid-19 cases in recent months, many offices have pushed back reopening plans until later this fall or even into 2022. And without reopened offices to visit, many business travel plans have also been put on hold.</p><p><blockquote>随着最近几个月新冠肺炎病例的增加，许多办公室已经将重新开放的计划推迟到今年秋天晚些时候甚至2022年。由于没有重新开放的办公室可供参观，许多商务旅行计划也被搁置。</blockquote></p><p> \"Delaying back-to-office has an effect on business travel,\" said Philip Baggaley, chief credit analyst of transportation companies for Standard & Poor's. \"It's harder to put together a trip where you see a bunch of different clients. And company travel policy can become more cautious.\"</p><p><blockquote>标准普尔运输公司首席信贷分析师菲利普·巴加利 (Philip Baggaley) 表示：“推迟返回办公室会对商务旅行产生影响。”“当你看到一群不同的客户时，安排一次旅行会更加困难。而且公司的旅行政策可能会变得更加谨慎。”</blockquote></p><p> In July, a survey of members by the Global Business Travel Association found 68% said they planned to begin business travel sometime in next three months. By August, that had dropped 35%.</p><p><blockquote>今年7月，全球商务旅行协会对会员进行的一项调查发现，68%的人表示他们计划在未来三个月的某个时候开始商务旅行。到8月份，这一数字已经下降了35%。</blockquote></p><p> \"It's a pretty dramatic change of plans,\" said Adam Sacks, president of Tourism Economics. \"We expected to see some traction from business travel in the fall. Now we're not certain when it will happen.\"</p><p><blockquote>“这是计划的一个相当戏剧性的变化，”旅游经济学总裁亚当·萨克斯说。“我们预计秋季商务旅行会带来一些吸引力。现在我们不确定何时会发生。”</blockquote></p><p> And it's not just offices delaying reopening that is affecting the cutback in business travel. Conferences and conventions across the nation — from the National Rifle Association's annual meeting in Houston to the Specialty Food Association's Fancy Food Show set for New York — have been canceled or shifted to virtual in recent weeks due to Covid cases. Those shows themselves are, historically, a major driver of business travel.</p><p><blockquote>影响商务旅行减少的不仅仅是办公室推迟重新开放。由于Covid病例，全国各地的会议和大会——从在休斯顿举行的全国步枪协会年会到在纽约举行的特色食品协会花式食品展——最近几周都被取消或转为虚拟。从历史上看，这些展览本身就是商务旅行的主要驱动力。</blockquote></p><p> <b>Hot summer for travel</b></p><p><blockquote><b>炎热的夏天适合旅行</b></blockquote></p><p> The airlines just enjoyed a strong rebound in leisure travel over the summer. The number of passengers passing through TSA checkpoints at US airports from Memorial Day weekend through Labor Day totaled 77% of what was seen in the summer of 2019 -— three times the number of passengers airlines carried in the same period in 2020.</p><p><blockquote>航空公司刚刚享受了夏季休闲旅游的强劲反弹。从阵亡将士纪念日周末到劳动节，通过美国机场运输安全管理局检查站的乘客数量总计为2019年夏季的77%，是2020年同期航空公司运送乘客数量的三倍。</blockquote></p><p> But more-lucrative business travel is far more important for the airlines' finances, and they had been counting on a fall rebound as the summer began.</p><p><blockquote>但更有利可图的商务旅行对航空公司的财务状况更为重要，而且随着夏季的开始，他们一直指望秋季的反弹。</blockquote></p><p> \"[Business] customers are telling us that they're eager to travel,\" Robert Isom, president of American Airlines (AAL), said to investors on a July 22 call about second quarter results. \"Critically, the majority have shared their expectation for travel to pick up moving into the fall. We now expect a full business travel recovery in 2022.\"</p><p><blockquote>“[商业]客户告诉我们，他们渴望旅行，”美国航空公司 (AAL) 总裁 Robert Isom 在 7 月 22 日举行的第二季度业绩看涨期权上对投资者表示。“至关重要的是，大多数人都预计秋季旅游业将复苏。我们现在预计 2022 年商务旅行将全面复苏。”</blockquote></p><p> But those expectations quickly changed as the number of Covid cases climbed and offices delayed reopening.</p><p><blockquote>但随着新冠病例数量的攀升和办公室推迟重新开放，这些预期很快发生了变化。</blockquote></p><p> \"It certainly seems that with delayed returns to office that those plans will probably be a little more muted,\" Vasu Raja, American's chief revenue officer, said at a subsequent investor conference just five weeks after the remarks by Isom. \"We do anticipate that there will be a slower recovery in business demand than what we've seen, but there will still be a recovery in business demand.\"</p><p><blockquote>American 首席营收官瓦苏·拉贾 (Vasu Raja) 在 Isom 发表上述言论五周后的随后一次投资者会议上表示：“随着重返办公室的推迟，这些计划肯定会变得更加平静。”“我们确实预计商业需求的复苏速度将比我们所看到的要慢，但商业需求仍将复苏。”</blockquote></p><p> Other airlines have also pushed back some of their forecasts for a revenue rebound. Southwest (LUV) warned investors that a drop in bookings and a rise in cancellations means it now doesn't expect to remain profitable for the third quarter, despite a profitable July.</p><p><blockquote>其他航空公司也下调了一些收入反弹的预测。西南航空 (LUV) 警告投资者，预订量下降和取消量上升意味着尽管 7 月份盈利，但该公司目前预计第三季度不会保持盈利。</blockquote></p><p> But Baggaley said if the delayed rebound in business travel is a setback for the airlines, it should only be a temporary one.</p><p><blockquote>但Baggaley表示，如果商务旅行的延迟反弹是航空公司的挫折，那应该只是暂时的。</blockquote></p><p> \"It's been a pattern of a choppy recovery, but with a clear trend up,\" he said.</p><p><blockquote>“这是一种波动复苏的模式，但有明显的上升趋势，”他说。</blockquote></p><p> Sacks said that the airlines can hope that if Covid cases begin to decline as vaccination rates rise, businesses will quickly return to their earlier, more ambitious travel plans.</p><p><blockquote>萨克斯表示，航空公司可以希望，如果随着疫苗接种率的上升，新冠病例开始下降，企业将很快恢复到早期、更雄心勃勃的旅行计划。</blockquote></p><p> Just as there was pent-up demand for leisure travel, Sachs said, there's been even greater pent-up demand for business travel.</p><p><blockquote>萨克斯表示，正如休闲旅行的需求被压抑一样，商务旅行的需求也被压抑得更大。</blockquote></p><p> \"If the last year and a half has shown us anything, it's difficult to look through each wave of the pandemic and see where travel is headed,\" he said.</p><p><blockquote>他说：“如果说过去一年半向我们展示了什么，那就是很难看清疫情的每一波浪潮并了解旅游业的发展方向。”</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://edition.cnn.com/2021/09/08/business/covid-impact-business-travel-airlines/index.html\">cnn</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LUV":"西南航空","AAL":"美国航空"},"source_url":"https://edition.cnn.com/2021/09/08/business/covid-impact-business-travel-airlines/index.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157492178","content_text":"New York (CNN Business)This week was supposed to be the time when many workers began returning to offices, and business travelers started returning to the air.\nNeither of those things is happening the way US airlines had counted on.\nWith the rise of Covid-19 cases in recent months, many offices have pushed back reopening plans until later this fall or even into 2022. And without reopened offices to visit, many business travel plans have also been put on hold.\n\"Delaying back-to-office has an effect on business travel,\" said Philip Baggaley, chief credit analyst of transportation companies for Standard & Poor's. \"It's harder to put together a trip where you see a bunch of different clients. And company travel policy can become more cautious.\"\nIn July, a survey of members by the Global Business Travel Association found 68% said they planned to begin business travel sometime in next three months. By August, that had dropped 35%.\n\"It's a pretty dramatic change of plans,\" said Adam Sacks, president of Tourism Economics. \"We expected to see some traction from business travel in the fall. Now we're not certain when it will happen.\"\nAnd it's not just offices delaying reopening that is affecting the cutback in business travel. Conferences and conventions across the nation — from the National Rifle Association's annual meeting in Houston to the Specialty Food Association's Fancy Food Show set for New York — have been canceled or shifted to virtual in recent weeks due to Covid cases. Those shows themselves are, historically, a major driver of business travel.\nHot summer for travel\nThe airlines just enjoyed a strong rebound in leisure travel over the summer. The number of passengers passing through TSA checkpoints at US airports from Memorial Day weekend through Labor Day totaled 77% of what was seen in the summer of 2019 -— three times the number of passengers airlines carried in the same period in 2020.\nBut more-lucrative business travel is far more important for the airlines' finances, and they had been counting on a fall rebound as the summer began.\n\"[Business] customers are telling us that they're eager to travel,\" Robert Isom, president of American Airlines (AAL), said to investors on a July 22 call about second quarter results. \"Critically, the majority have shared their expectation for travel to pick up moving into the fall. We now expect a full business travel recovery in 2022.\"\nBut those expectations quickly changed as the number of Covid cases climbed and offices delayed reopening.\n\"It certainly seems that with delayed returns to office that those plans will probably be a little more muted,\" Vasu Raja, American's chief revenue officer, said at a subsequent investor conference just five weeks after the remarks by Isom. \"We do anticipate that there will be a slower recovery in business demand than what we've seen, but there will still be a recovery in business demand.\"\nOther airlines have also pushed back some of their forecasts for a revenue rebound. Southwest (LUV) warned investors that a drop in bookings and a rise in cancellations means it now doesn't expect to remain profitable for the third quarter, despite a profitable July.\nBut Baggaley said if the delayed rebound in business travel is a setback for the airlines, it should only be a temporary one.\n\"It's been a pattern of a choppy recovery, but with a clear trend up,\" he said.\nSacks said that the airlines can hope that if Covid cases begin to decline as vaccination rates rise, businesses will quickly return to their earlier, more ambitious travel plans.\nJust as there was pent-up demand for leisure travel, Sachs said, there's been even greater pent-up demand for business travel.\n\"If the last year and a half has shown us anything, it's difficult to look through each wave of the pandemic and see where travel is headed,\" he said.","news_type":1,"symbols_score_info":{"AAL":0.9,"LUV":0.9}},"isVote":1,"tweetType":1,"viewCount":618,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":9,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/889307898"}
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