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深陷舆论风波这一年,国泰狂赚近百亿

国泰回来了?

文 | 时代财经 何铭亮

bianji | gaoqiurong

jinglileyiqingsannianlianxukuisunzhihou,guotaijituanzai2023nianshouduniukui,jinglirunshenzhichuangxiashinianlaizuigaoshuiping。

jiyuqiangjingdeyejishuiping,guotaihaixuanbujiangzi2019nianzhihoushoucipaixi,tongshiduiyuangongfafangjinlianggeyuedenianzhongjiang。

3yue14ri,guotaizaishenzhenjubanyejimeitifabuhui,guotaijituanxingzhengzongcailinshaobo、guotaihangkonggukejishangwuzongcailiukaishichuxi,errenquanchengshiyongputonghuajinxingfenxiangyujiaoliu。liukaishizaixianchangtanyan,“jintianshiwodiyiciyongputonghuazaimeitijiaoliuhuishangfenxiang,xinqingbijiaojinzhang”。

连亏三年后利润创10年新高

congyejilaikan,2023nianguotaijituan(baokuohangkonggongsi、fushugongsijilianshugongsi)shixianshouyi944.85yigangyuan,tongbizengzhang85.1%;ludegudongyingzhanyili97.89yigangyuan,er2022niantongqikuisunwei66.23yigangyuan。

zheiyeshiyiqingsannianlianxukuisunhouguotaijituanshouduniukuiweiying,qiejinglirundadaojin10nianlaizuigaoshuiping。

nianbaopiluhou,guotaihangkong3yue13ridazhang5.76%,gujiazuigaochuji9.35gangyuan/gu,chuangxia2020nian7yueyilaidexingao。dan3yue14ri,guotaihangkonggujiayidudiechao4%,shoupandie3.38%,bao8.87gangyuan/gu。

huataizhengquan3yue13rideyifenyanbaobiaoshi,guotaihangkongdejinglirunlvediyuqiciqianyuqide100.5yigangyuan。kaolvdaoyunlijinyibuhuifu,shouyishuipinghuojiangjixuhuiluodengyinsu,qixiadiaoleguotaihangkongdemubiaojiaji2024~2025niandejinglirunyuqi,weichi“mairu”pingji。

jiyu2023niandeqiangjingyeji,heyilibiaoshijiangxiangputonggugudongpaixi(meigupaifa0.43gangyuan),zheishizi2019nianyilaishoucihuifupaixi。

ciwai,linshaobobiaoshi,weiganxieyuangongyizhiyilaidezhichi,genjugongsizuixindelirunfenxiangjihua,yuangongjiangkehuodexiangdangyu7.2gexingqi(jinlianggeyue)dehezigechoujin。

jutijingyingzhibiaoshang,jiezhibaogaoqimoguotaijituankeyunhangbanliangyihuifuzhiyiqingqian70%,huoyunyewudekezaihuoliangyeyihuifuzhiyiqingqiande85%。linshaoboyuji,guotaijituanyingyundekeyunhangbanliangjiangyu2024niandierjiduhuifuzhiyiqingqiande80%,bingxiwangzai2025niandiyijidudadao100%deshuiping。

zaimeitijiaoliuhuixianchang,linshaobohuidashidaicaijingtiwenshizhichu,2023nianshiyigexiangduiteshudenianfen,gongqiuguanxishangweihuifupingheng,yiqingqijianjiyadelvyouxuqiuyezai2023nianbaofa,erzaiyunlishangweihuifuqingkuangxia,shouyilvhuijiaogao(jipiaojiageshangsheng),zheishi2023nianyinglidezhuyin,zhihoushouyilvhuiquyuzhengchang。

liukaishizebuchongcheng,“2023nianshiyiqingfangkongzhengceyouhuadediyinian,shoudaojipiaojiagejiaogaodeyingxiang,gukeduiwomencanyin、fuwudeyaoqiuyebiangaole,zhihouguotaijiangchixutishengfuwushuiping。”

zhongguoxianggangshenweiguojihangkongshuniu,zaiguojikeyuanfangmianpojuyoushi。2023nian,guotaihangkongzaigedaquyuchengkeyunzailvzhengtiyidadao85.7%,xiangbi2022nianzhengtizengjiale12.1gebaifendian;meizhou、ouzhoudeyunzailvgengshigaoda90%yishang。

chuciyiwai,zaiguojihangxianshikechongzudeqingkuangxia,guotaihangkongkuantijizhanbiyejiaoduo。congzuixincaibaolaikan,guotaihangkong(buhanxianggangkuaiyun、huaminhangkong)yunyingzuiduodejixingyiciweia330-300(43jia)、777-300er(39jia)、a350-900(30jia),junweikuantiji,jiduizhongkuantijizhanbichaobacheng。

shidaicaijingzhuyidao,neidisandaguoyouhangkongkuantijizhanbichangnianyebuchaoguoliangcheng,jinniangengyinguojihangxianhuifuhuanmanerjinnengjiangkuantijitoufangzhiguoneishichang,jinertuoleishouyilv。

zhidezhuyideshi,jinnianlaiduofennianbaozhong,guotaihangkongjuntidaoxianggangguojijichangdisanpaodaoxitongdeqidong,bingchengzheiduiguotailaishuojiangtongshibansui“wuxianjiyu”ji“gengduotiaozhan”。

3yue13ri,minhangzhuanjialinzhijieduishidaicaijingbiaoshi,disanpaodaodeqiyong,duiguotaihangkonglaishuo,jiangyiweizhenenggouxinzenggengduodehangban,huozhexianyouhangbannengdiaozhengdaogenghaodeshike,genghaomanzulvkexuqiu。dantongshihangbandezengjiaduanqineiyejiangyingxianghangbanshouyihelirunshuiping。

新掌舵者这一年

zhidezhuyideshi,2023nianyeshilinshaobochengweiguotaijituanxingzhengzongcaidediyinian。

zheiyinianduiyuzheiweixinzhangduozhelaishuo,wuyiyouxiyouyou。xideshizaihangkongyequanmianfusudezheiyinian,gexiangjingyingzhibiaojunhuijiaoyiqingqijiangaishan,youdezeshizheiyinianliguotaihangkongjinglilezhongdayulunshijian。

qizhongyinfazuiduoguanzhudezeweiguotaihangkong“maotan”shijian,duiciguotaihangkongzailiangrineisandufabushengmingbingdaoqian,bingduisheshidesanweikongzhongfuwuyuanyuyijiepin。linshaobodangshicheng,weibimiantongleishijianzaicifasheng,qijiangqinzilingdaokuabumengongzuoxiaozuzuochuquanmianjiantao。qunian5yue24ri,linshaobozaiguangzhouchuxixianxiahuiyishi,gengmianduijingtouyongputonghuazaidudaoqian。

erzhihoudeshijianli,linshaobozaiduogegongkaichanghefayanshijunhuiqiangdiao,guotaihangkongdedingweishi“zhigenxianggang,beikaozuguo,liantongshijie”,bingbiaoshizai“zhigenxianggang,liantongshijie”fangmian,guotaiguoqu70duonianyijingfeichangchenggong,danzai“beikaozuguo”fangmianxuyaozhongdianjiaqiang。

guotaihangkongguanlicengyezaizhujianxiangzheigemubiaokaojin。3yue14ri,linshaobozaimeitijiaoliuhuixianchangjiuxiaoyanguoquyinianliyiduocidaofangneidi。liangweigaoguanzaixianchangquanchengshiyongputonghuajiaoliu,qijianliukaishiyiduchangshiyongyingwenbiaodamouxiecihui,linshaobozaiyipangyenengkuaisufanying、fanyichengputonghua。

ziqunian7yue6riqi,guotaihangkongzhengshizaizhongguoneidizhaopinjicangfuwuyuan,kuodaputonghuafuwutuandui,zheishiguotaihangkongshoucizaineidizhaopinjicangfuwuyuanjijianxijishi。dangshiduoweiyingpinzhegaosushidaicaijing,guotaihangkongdezhaopin“bukanianling、bukaxingbie、duishengaoyehenyouhao”,“jingzhengbixiangxiangzhongjilie”,gengyouyeneirenshizhiyanguotaijichudexinchouzhengtibineidihangsixinruzhidekongchengxinzigao。

muqian,guotaihangkongyiyouchaoguo100weineidichengwuyuanzhengshishanggang。

tanjiweilaitiaozhanshi,linshaobozainianbaozhicizhongzhichu,2024nianjiangjixuzhilizhongjian(pinpai、hangbanjixianggangshuniu)yewu。hangkongyemianduidetiaozhanqueshiyanjun,zheixietiaozhanbaokuodanbuxianyuzhaopin、peixunjigongyingliandeduanquewenti,dantayetongshizhichu,guotaijihuazai2024nianzengjiayuewuqianmingyuangong,jiao2023nianzengjiayue20%;peixunhuodongyejiangdafuzengjia,jiangjiao2023nianzengjiachaoguoyibei。

nianbaozhong,zaihuiguleguoqudechengjiyutiaozhanhou,linshaobonanyanjidongcheng,“guotaihuilaile!”

本文为转载内容,授权事宜请联系原著作权人。

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深陷舆论风波这一年,国泰狂赚近百亿

国泰回来了?

文 | 时代财经 何铭亮

bianji | gaoqiurong

jinglileyiqingsannianlianxukuisunzhihou,guotaijituanzai2023nianshouduniukui,jinglirunshenzhichuangxiashinianlaizuigaoshuiping。

jiyuqiangjingdeyejishuiping,guotaihaixuanbujiangzi2019nianzhihoushoucipaixi,tongshiduiyuangongfafangjinlianggeyuedenianzhongjiang。

3yue14ri,guotaizaishenzhenjubanyejimeitifabuhui,guotaijituanxingzhengzongcailinshaobo、guotaihangkonggukejishangwuzongcailiukaishichuxi,errenquanchengshiyongputonghuajinxingfenxiangyujiaoliu。liukaishizaixianchangtanyan,“jintianshiwodiyiciyongputonghuazaimeitijiaoliuhuishangfenxiang,xinqingbijiaojinzhang”。

连亏三年后利润创10年新高

congyejilaikan,2023nianguotaijituan(baokuohangkonggongsi、fushugongsijilianshugongsi)shixianshouyi944.85yigangyuan,tongbizengzhang85.1%;ludegudongyingzhanyili97.89yigangyuan,er2022niantongqikuisunwei66.23yigangyuan。

zheiyeshiyiqingsannianlianxukuisunhouguotaijituanshouduniukuiweiying,qiejinglirundadaojin10nianlaizuigaoshuiping。

nianbaopiluhou,guotaihangkong3yue13ridazhang5.76%,gujiazuigaochuji9.35gangyuan/gu,chuangxia2020nian7yueyilaidexingao。dan3yue14ri,guotaihangkonggujiayidudiechao4%,shoupandie3.38%,bao8.87gangyuan/gu。

huataizhengquan3yue13rideyifenyanbaobiaoshi,guotaihangkongdejinglirunlvediyuqiciqianyuqide100.5yigangyuan。kaolvdaoyunlijinyibuhuifu,shouyishuipinghuojiangjixuhuiluodengyinsu,qixiadiaoleguotaihangkongdemubiaojiaji2024~2025niandejinglirunyuqi,weichi“mairu”pingji。

jiyu2023niandeqiangjingyeji,heyilibiaoshijiangxiangputonggugudongpaixi(meigupaifa0.43gangyuan),zheishizi2019nianyilaishoucihuifupaixi。

ciwai,linshaobobiaoshi,weiganxieyuangongyizhiyilaidezhichi,genjugongsizuixindelirunfenxiangjihua,yuangongjiangkehuodexiangdangyu7.2gexingqi(jinlianggeyue)dehezigechoujin。

jutijingyingzhibiaoshang,jiezhibaogaoqimoguotaijituankeyunhangbanliangyihuifuzhiyiqingqian70%,huoyunyewudekezaihuoliangyeyihuifuzhiyiqingqiande85%。linshaoboyuji,guotaijituanyingyundekeyunhangbanliangjiangyu2024niandierjiduhuifuzhiyiqingqiande80%,bingxiwangzai2025niandiyijidudadao100%deshuiping。

zaimeitijiaoliuhuixianchang,linshaobohuidashidaicaijingtiwenshizhichu,2023nianshiyigexiangduiteshudenianfen,gongqiuguanxishangweihuifupingheng,yiqingqijianjiyadelvyouxuqiuyezai2023nianbaofa,erzaiyunlishangweihuifuqingkuangxia,shouyilvhuijiaogao(jipiaojiageshangsheng),zheishi2023nianyinglidezhuyin,zhihoushouyilvhuiquyuzhengchang。

liukaishizebuchongcheng,“2023nianshiyiqingfangkongzhengceyouhuadediyinian,shoudaojipiaojiagejiaogaodeyingxiang,gukeduiwomencanyin、fuwudeyaoqiuyebiangaole,zhihouguotaijiangchixutishengfuwushuiping。”

zhongguoxianggangshenweiguojihangkongshuniu,zaiguojikeyuanfangmianpojuyoushi。2023nian,guotaihangkongzaigedaquyuchengkeyunzailvzhengtiyidadao85.7%,xiangbi2022nianzhengtizengjiale12.1gebaifendian;meizhou、ouzhoudeyunzailvgengshigaoda90%yishang。

chuciyiwai,zaiguojihangxianshikechongzudeqingkuangxia,guotaihangkongkuantijizhanbiyejiaoduo。congzuixincaibaolaikan,guotaihangkong(buhanxianggangkuaiyun、huaminhangkong)yunyingzuiduodejixingyiciweia330-300(43jia)、777-300er(39jia)、a350-900(30jia),junweikuantiji,jiduizhongkuantijizhanbichaobacheng。

shidaicaijingzhuyidao,neidisandaguoyouhangkongkuantijizhanbichangnianyebuchaoguoliangcheng,jinniangengyinguojihangxianhuifuhuanmanerjinnengjiangkuantijitoufangzhiguoneishichang,jinertuoleishouyilv。

zhidezhuyideshi,jinnianlaiduofennianbaozhong,guotaihangkongjuntidaoxianggangguojijichangdisanpaodaoxitongdeqidong,bingchengzheiduiguotailaishuojiangtongshibansui“wuxianjiyu”ji“gengduotiaozhan”。

3yue13ri,minhangzhuanjialinzhijieduishidaicaijingbiaoshi,disanpaodaodeqiyong,duiguotaihangkonglaishuo,jiangyiweizhenenggouxinzenggengduodehangban,huozhexianyouhangbannengdiaozhengdaogenghaodeshike,genghaomanzulvkexuqiu。dantongshihangbandezengjiaduanqineiyejiangyingxianghangbanshouyihelirunshuiping。

新掌舵者这一年

zhidezhuyideshi,2023nianyeshilinshaobochengweiguotaijituanxingzhengzongcaidediyinian。

zheiyinianduiyuzheiweixinzhangduozhelaishuo,wuyiyouxiyouyou。xideshizaihangkongyequanmianfusudezheiyinian,gexiangjingyingzhibiaojunhuijiaoyiqingqijiangaishan,youdezeshizheiyinianliguotaihangkongjinglilezhongdayulunshijian。

qizhongyinfazuiduoguanzhudezeweiguotaihangkong“maotan”shijian,duiciguotaihangkongzailiangrineisandufabushengmingbingdaoqian,bingduisheshidesanweikongzhongfuwuyuanyuyijiepin。linshaobodangshicheng,weibimiantongleishijianzaicifasheng,qijiangqinzilingdaokuabumengongzuoxiaozuzuochuquanmianjiantao。qunian5yue24ri,linshaobozaiguangzhouchuxixianxiahuiyishi,gengmianduijingtouyongputonghuazaidudaoqian。

erzhihoudeshijianli,linshaobozaiduogegongkaichanghefayanshijunhuiqiangdiao,guotaihangkongdedingweishi“zhigenxianggang,beikaozuguo,liantongshijie”,bingbiaoshizai“zhigenxianggang,liantongshijie”fangmian,guotaiguoqu70duonianyijingfeichangchenggong,danzai“beikaozuguo”fangmianxuyaozhongdianjiaqiang。

guotaihangkongguanlicengyezaizhujianxiangzheigemubiaokaojin。3yue14ri,linshaobozaimeitijiaoliuhuixianchangjiuxiaoyanguoquyinianliyiduocidaofangneidi。liangweigaoguanzaixianchangquanchengshiyongputonghuajiaoliu,qijianliukaishiyiduchangshiyongyingwenbiaodamouxiecihui,linshaobozaiyipangyenengkuaisufanying、fanyichengputonghua。

ziqunian7yue6riqi,guotaihangkongzhengshizaizhongguoneidizhaopinjicangfuwuyuan,kuodaputonghuafuwutuandui,zheishiguotaihangkongshoucizaineidizhaopinjicangfuwuyuanjijianxijishi。dangshiduoweiyingpinzhegaosushidaicaijing,guotaihangkongdezhaopin“bukanianling、bukaxingbie、duishengaoyehenyouhao”,“jingzhengbixiangxiangzhongjilie”,gengyouyeneirenshizhiyanguotaijichudexinchouzhengtibineidihangsixinruzhidekongchengxinzigao。

muqian,guotaihangkongyiyouchaoguo100weineidichengwuyuanzhengshishanggang。

tanjiweilaitiaozhanshi,linshaobozainianbaozhicizhongzhichu,2024nianjiangjixuzhilizhongjian(pinpai、hangbanjixianggangshuniu)yewu。hangkongyemianduidetiaozhanqueshiyanjun,zheixietiaozhanbaokuodanbuxianyuzhaopin、peixunjigongyingliandeduanquewenti,dantayetongshizhichu,guotaijihuazai2024nianzengjiayuewuqianmingyuangong,jiao2023nianzengjiayue20%;peixunhuodongyejiangdafuzengjia,jiangjiao2023nianzengjiachaoguoyibei。

nianbaozhong,zaihuiguleguoqudechengjiyutiaozhanhou,linshaobonanyanjidongcheng,“guotaihuilaile!”

本文为转载内容,授权事宜请联系原著作权人。