Japan’s growing LCC sector: part two – JAL Group eyes expansion for Jetstar Japan and Zipair
📋总体概括
日本航空集团正通过多管齐下的策略布局快速增长的超低成本航空市场。其最大LCC捷星日本正进行股权重组并将迎来品牌重塑，国际运力持续扩张而国内运力基本持平；JAL旗下另一LCC Zipair亦在发展。本文为系列第二部分，聚焦JAL集团，与此前ANA集团关停AirJapan、聚焦Peach的双品牌策略形成对照。
⚡关键信息
- ▸JAL集团对捷星日本进行股权重组，释放进一步扩张信号
- ▸捷星日本国际运力显著增长，国内运力相对平稳，即将启动品牌重塑
- ▸与ANA集团关停AirJapan聚焦Peach不同，JAL采取多品牌并行策略发展LCC业务
🔥犀利点评
LCC红利见顶前夜，股权重组与品牌重塑能否跑赢成本曲线仍是未知数。
The Japan Airlines Group is using a multi-pronged strategy to tap into the strong market for LCCs in Japan, and an ownership restructuring of its primary LCC signals more growth.
This two-part analysis examines the LCC stables of Japan's two major airline groups, and some significant changes to their LCC/hybrid holdings.
Part one focused on the ANA Group, which recently shut down its widebody hybrid carrier AirJapan to concentrate on Peach.
Part two will look at JAL Group's LCCs, including the ownership changes and upcoming rebranding for its largest LCC Jetstar Japan.
Jetstar Japan has been growing its international operations in particular, with its domestic capacity relatively flat.
The JAL group also includes long-haul LCC unit Zipair, which has ambitious plans for further fleet and network growth, and Spring Japan, an LCC unit aimed at the Chinese market.
Overall, LCCs' share of capacity in the Japanese market has risen to be close to the Asia Pacific average, and just behind the LCC share in the U.S.
However, it still trails many other markets, indicating there is significant scope for further growth for this business model.