ANA and JAL to Coordinate Schedules for First Time, Cooperate to Maintain Domestic Routes

M&A · Partnership
โดย 時事通信·JP·Read original
Summary · why it matters

All Nippon Airways and Japan Airlines, which have been fiercely competing for passengers, are set to coordinate their flight schedules for the first time. From late October, on routes connecting Haneda Airport and Okayama Airport, the two carriers will adjust their flights to avoid overlapping departure times, aiming to enhance convenience for passengers and improve load factors. This is part of efforts to improve profitability on struggling domestic routes, and the cooperation between the two rivals could expand further to maintain regional routes, which are vital transportation infrastructure. On the Haneda-Okayama route, for the winter 2025 schedule, ANA will move its first departure from Haneda from 7:45 a.m. to 7:25 a.m., while JAL will shift its first departure from 8:05 a.m. to 8:20 a.m. Domestic routes have seen deteriorating profitability due to a decline in business travelers amid the spread of online meetings and rising costs such as fuel. According to the Japan Tourism Agency, the number of Japanese day-trippers on domestic flights for business purposes fell from approximately 3.17 million in 2019 to about 1.03 million in 2024, a drop of nearly 70%. In fiscal 2024, the six major domestic airlines posted operating losses on domestic routes, excluding public support. In May, a transport ministry expert panel released a report stating that schedule coordination would not violate antitrust laws if conditions such as not reducing flight frequencies are met. This could pave the way for similar coordination on other routes competing with shinkansen services, such as the Haneda-Komatsu route. The two carriers have already been cooperating on ground handling services at regional airports, and at Okayama Airport, they have begun integrated operations for passenger assistance services.

Impact on stocks 2

Industrials▲ · 1 stocks
Japan Airlines Co., Ltd.
9201
▲ PositiveCompetitionrelevance

JAL and rival ANA will coordinate flight schedules for the first time, adjusting Haneda-Okayama departures to boost load factors and domestic route profitability.

Aerospace & Aviation▲ · 1 stocks
ANA Holdings Inc.
9202
▲ PositiveCompetitionrelevance

ANA and rival JAL will coordinate Haneda-Okayama schedules to avoid overlapping departures, improving load factors and profitability on struggling domestic routes.

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