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The American Airlines industry collectively withdrew its performance guidance: Trump's tariffs have deterred a large number of tourists.
① The trade pressure policy of USA President Trump has led to a decline in the tourism industry, with the number of international tourists visiting the USA down about 5% compared to last year; ② Tariffs have also sparked concerns about domestic recession in the USA, leading to cuts in Consumer spending and a decline in domestic tourism demand; ③ Several Airlines have retracted their 2025 performance forecasts due to economic uncertainty and plan to reduce flights to protect profit margins and Cash / Money Market.
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The number of international and domestic flights in civil aviation fluctuates with the change of seasons, with industry insiders suggesting that there is uncertainty in the recovery of China-U.S. routes | Industry trends.
① Starting from March 30, civil aviation enters the summer and autumn flight seasons. Data from third-party platforms show that the planned number of flights and routes for domestic airlines in the new season have decreased year-on-year, while international and regional routes have seen a year-on-year increase; ② The recovery rate of USA routes remains low, only recovering to 23.1% of 2019 levels. Industry insiders say that the background of USA tariff policies may impact business exchanges between China and USA, thereby affecting the restoration of China-USA routes.