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  欧洲央行行长拉加德表示,比起引发通胀,美国的关税对欧洲而言更可能遏制通胀,不过还需要更多时间来全面评估形势。

  “净影响有多大还非常不明确,”她在一个活动上表示,“特别是在欧洲没有决定反制措施的情况下,我认为目前净通胀是不确定的,但其可能会更多地抑制通胀,而非推高通胀。”

  拉加德周三在华盛顿表示,净影响“很难评估,因为我们处于一个充满假设的世界,我们正处于过渡期,并不知道当下进行的这些讨论最终结果如何,我们也必须小心。”

拉加德

  她还强调,在贸易战的背景下,市场“将出现产能过剩,可能会寻求将出口重新导向其他市场,没准是欧洲,这将对价格产生抑制作用。”

  特朗普表示他“非常有信心”与欧盟达成贸易协议。法国财长EricLombard周三早些时候表示,他非常希望避免欧盟对关税进行报复,并与美国达成“真正的自由贸易协定”。

  不过,鉴于关税不确定性仍然很高,拉加德表示欧洲央行可能会在6月会议上重新评估其增长预测,并称关税对经济产出数据的影响已经开始显现。

  她表示,“这在出口数据中尚不明显,因为企业正在为潜在关税提前累积库存,不过我们已经在采购经理人指数、采购意愿、雇佣意愿等指标中看到了放缓迹象。”

  拉加德还表示,她预计重要谈判将到来。

  新华社布鲁塞尔4月23日电(记者周玥陈斌杰)欧盟委员会23日发布报告说,2024年申根区非法过境事件为24万起,比2023年减少了38%,为2021年以来最低水平。

  欧盟在报告中说,将继续加强申根区的政治和运营治理,加快实施数字化以防范安全风险,加强执法部门之间的合作,深化与周边及其他地区伙伴国家的关系以加强边境保护,以及进一步提高遣返没有合法居留权人员措施的有效性。

  报告称,2024年申根区再次成为全球最受欢迎的旅游目的地,接待逾5亿游客,为欧盟经济增长注入强劲动力。

  1985年6月,法国、德国、荷兰、比利时和卢森堡5国在卢森堡小镇申根签署协定,创建申根区,旨在实现各国间人员和货物自由往来,推动欧洲一体化进程。目前申根区有29个成员国,包括25个欧盟成员国和4个非欧盟成员国,覆盖近4.2亿人口。然而,过去几年,10个申根国家在申根区内部边界实施临时边境管控,称其是遏制非法移民的必要措施。

  根据美国财政部周三公布的数据,随着总统特朗普的关税措施逐步生效,4月份美国关税收入激增逾60%,至少达到150亿美元。

  最新数据主要反映大型进口商和经纪公司在4月份为3月份抵达美国港口的进口商品支付的关税。

  约三分之二的进口商在次月的第15个工作日按月缴纳关税。此外,4月份按日清关税款(即在进口货物入关时缴纳的税款)较3月份同期也增长了约40%。

  这些关税包含了特朗普自3月12日起征收的25%的钢铝关税,但基本尚未体现特朗普在4月2日宣布的10%对等关税。这意味着5月份的关税收入可能进一步大幅增加。

  财政部的数据显示,4月关税和其他特定商品消费税收入至少将达到154亿美元。根据汇总的数据,以美元计,这将创下单月历史最高纪录。

  转自:北京商报

  近期,不少国内航司都在经济舱布局上“下功夫”。截至4月23日,海南航空(以下简称“海航”)宣布在其40条公商务航线的部分客机上新增超级经济舱。另有消费者反馈,南航部分宽体机上的明珠经济舱配置有所升级,乘坐体验明显更舒适。随着部分企业更加严格管控差旅成本,超级经济舱一定程度上能够替代部分商务舱需求,减少高成本舱位的空置率;也有利于提升航司的经济舱机票收益。在相继布局超级经济舱的背后,国内航司瞄准公商务旅客,以更优质的服务吸引高净值旅客,应对客运收益的下降。

  票价不高于普通经济舱全价

  海航方面介绍,其发布的超级经济舱位置在经济舱的前排,座椅前后间距增加了4—5英寸(约10.16—12.7厘米),旅客腿部舒展空间显著提升;同时,其座椅具有更大角度的后仰调节功能。

  海航表示,价格方面,该舱位的最高价格不高于普通经济舱全价水平,但旅客可享受与经济舱全价舱位同等的客票权益和积分累计标准。首批超级经济舱适用于北京—长沙、北京—杭州、北京—成都天府、西安—深圳等近40条重点公务商务航线,适用航线将持续增加。

  在客舱服务方面,海航将根据航线时长、时刻等因素,为超级经济舱旅客升级餐食标准,探索地域特色风味、提升餐食规格。北京、海口、成都、杭州等出港的超级经济舱航线,将按月轮换供应海南鸡饭等海南特色美食。此外,还有老北京炸酱面、担担面、湘西腊肉饭等地域美食。

  加码国内超级经济舱的不止海航。去年,北京商报曾报道“明珠经济舱不明珠”。今年2月,有旅客向北京商报记者反馈,在南航广州—北京的波音77C机型上,明珠经济舱的配置比此前的窄体机有所更新。座位间距足够宽敞,座椅与普通经济舱有明显差别,是固定靠背式的滑躺座椅,整个明珠经济舱也与普通经济舱有明显隔断,不再是“一帘之隔”。

  北京商报记者从知情人士处了解到,目前南航大部分宽体机的明珠经济舱(W舱)的配置与上述情况基本一致。由于宽体机的空间更充足,南航在宽体机上的明珠经济舱采用的座椅也比窄体机更舒适。

  该知情人士表示,由于南航机队规模较大,机型复杂,还有少部分型号较为老旧的宽体机体验不如上述77C等飞机。不过,南航正在持续优化宽体机明珠经济舱的座位舒适度。

  公商务旅客是目标人群

  在加码超级经济舱的背后,是国内航司意图以超级经济舱争夺公商务旅客、增加机票收益。

  北京商报记者注意到,海航此次将新推出的超级经济舱全部投用于国内公商务航线,其超级经济舱的目标人群是公商务旅客。

  在民航业内人士林智杰看来,一般情况下,只有在4个小时及以上的航线和商务干线上,超级经济舱的需求才会更大。因此,海航此次在国内公商务航线上推出超级经济舱,其本意希望通过超级经济舱吸引更多的公商务旅客,或以此提升公商务旅客的票价,获得更高的收益。

  民航业内人士李瀚明表示,受制于报销模式,中国民航的主力收入一直来自全价经济舱旅客,这些旅客也是各家航空公司争夺的重点。

  今年以来,部分互联网企业开始严格管控差旅成本。有酒店业内人士表示,一些中端酒店品牌在商旅市场异军突起。同样,在差旅标准收紧的情况下,飞机公务舱的座位空置率可能将会上升,一定程度上能弥补公务舱需求的超级经济舱便成为公商务旅客的首选。

  同时,对于航司来说,超级经济舱的客票收入相对更高。

  李瀚明表示,在民航市场竞争激烈、票价内卷的情况下,大部分经济舱机票都以很低的折扣售出。因此,在保留“经济舱”的情况下,航司以配有更好服务标准的超级经济舱来提升原本折扣经济舱的票价,一方面可以争夺这部分全价经济舱旅客,另一方面也能适当提升售票带来的收益。

  另有航司内部人士在接受北京商报记者采访时表示,对于航司来说,超级经济舱座位可以优化舱位配置,拓宽航司盈利模式并开辟新的收入来源;同时,也能满足旅客对座位空间、服务品质等方面的需求。

  应对客运收益下滑

  多位民航业内人士也指出了超级经济舱的“尴尬处境”。

  海航的超级经济舱最高价格不高于普通经济舱全价水平,但旅客可享受与经济舱全价舱位同等的客票权益和积分累计标准。

  林智杰提到,国内航司现有的超级经济舱的票价不能超过经济舱全价,限制了航司对超级经济舱的服务和设备的投入,座椅还是一样的座椅。当前,超级经济舱对旅客的吸引力还不够强,购买超级经济舱的旅客并不多,大部分都是普通经济舱免费升舱。超级经济舱收益增加有限,但是经济舱座椅却实打实少了两排。因此,整个航班能否多赚钱还需要观察。

  事实上,国内航司推出超级经济舱的举措,也是为了应对行业整体客运收益下滑的挑战。

  三大航2024年的财报数据都反映出这一问题:国航2024年的每客公里收益同比下降12.41%;东航的客运人公里收益同比下降13.66%;南航的每收费客公里收益同比下降12.73%。

  尽管海航2024年财报目前还未发布,但其业绩预报显示,报告期内预计亏损8.5亿—12.5亿元,亏损原因包括国内市场竞争加剧、汇兑损失等。

  不过,最新市场数据显现出积极信号。根据去哪儿提供的数据,2025年民航夏秋航季换季后,公商务旅客量有明显增长。

  航班管家提供的4月14日—20日商务航线数据也显示,北上广深对飞航线的航班量、旅客量环比都有明显上涨,其中广州白云—北京大兴和广州白云—北京首都航线的旅客量环比提升最多,分别为17.78%和14.9%。

  在此背景下,超级经济舱对于国内航司提升收益的助力或许能够进一步扩大。

  北京商报记者关子辰牛清妍

热点栏目自选股数据中心行情中心资金流向模拟交易客户端

  开明投资(00768)及要约人KnightSkyHoldingsLimited联合公布,要约人已完成向KingswellHoldingsGroupLimited购买1.92亿股股份,相当于公司于本联合公布的已发行股本总额约15.10%,代价为576万港元,相当于每股销售股份0.03港元。

  完成后,要约人及要约人一致行动人士于公司已发行股本总额约41.84%拥有权益。根据收购守则规则26.1,要约人须就全部已发行股份(要约人及要约人一致行动人士已拥有及╱或同意将予收购者除外)提出强制有条件现金要约。每股要约股份现金0.03港元,较于最后交易日在联交所所报的收市价每股股份0.028港元溢价约7.14%。

  在要约获全面接纳的情况下,要约人就要约应付的最高代价约为2219.2万港元。要约的总价值约为2219.2万港元。

  此外,公司已向联交所申请自2025年4月24日(星期四)上午九时正起恢复股份在联交所买卖。

  于本联合公布日期,要约人的唯一董事及股东为郑启明先生,彼亦为一项信托的其中一位酌情受益人,该信托的资产包括FungFaiGrowthLimited所有已发行股本。

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