Page 47 - NO.155銀行家雜誌
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除中國內地以外的亞洲其他地區正在逐漸取消限制，航空、酒店、鐵路和旅遊消費都是重新開放進程中的獲益行業。（圖／達志影像）
亞洲旅遊相關行業正在復甦中 酒店業正迎來更多住客，曾經一度暴跌
的入住率可見改善。為了抓住結構性機遇，
航空客運流量恢復，再次為航空公司帶 全球酒店集團在亞洲的規模正持續擴大，即
來收益。在疫情之前，亞洲航司的重要性已 使在疫情期間也是如此。亞洲的酒店房間比
經從2011年的31%上升到2019年的35%。疫 例已經超越歐洲，從2019年的19%上升到
情造成的中斷並不會改變有利於亞洲的結構 2021年的21%。同樣，在亞洲重新開放的週
性因素，亞洲重新開放將會縮小亞太航司和 期性影響下，亞洲酒店業還有進一步增長的
全球的差距。截至2022年8月，全球航司收入 空間。即使是北美和歐洲，2022年第二季的
已經達到疫情前水準的72%，亞太約為52%。 酒店入住率也僅恢復到66%，仍低於2019年
level globally, and the comeback of Asia will become Hotels will also welcome more guests,
a growth catalyst. Second, Asia is lagging global supporting the once-collapsed occupancy rate.
peers and the gap reflects the room for catching up Global hotel groups have continued to expand in
and cyclical revenue rebound. Asia even during the pandemic to capture structural
Among all, airlines are the obvious winners of opportunities. The share of hotel rooms in Asia has
renewed air passenger traffic. Before the pandemic, overtaken Europe, rising from 19% in 2019 to 21%
the importance of Asia had been growing from 31% in 2021. Still, the cyclical story means there is space
in 2011 to 35% in 2019. The COVID disruption will for growth as even the North American and European
not change the structural drivers in favor of Asia. And hotel occupancy rate has only recovered to 66% in
the reopening will narrow the gap between global and Q2 2022, down from 80% in 2019. It has plenty of
APAC airlines. As of August 2022, global revenue room for Asia to catch up as it only hovers at 49%
has reached 72% of the pre-pandemic level, while now.
APAC still struggles at 52%. With the comeback of tourists, railway firms
台灣銀行家2022.11月號 47
JOEE
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