In June 2024, Air China announced the sale of approximately HK$1.3 billion worth of Cathay Pacific Airways shares. The transaction involved around 738 million shares, representing 4.9% of Cathay’s total equity, reducing Air China’s stake from 29.99% to 25.1%. The move has drawn significant market attention.Air China has been a major shareholder in Cathay since 2006, with both airlines maintaining long-standing strategic cooperation in areas such as code-sharing, frequent flyer programs, and route network coordination. This partial divestment is widely interpreted not as a complete withdrawal but as a strategic step by Air China to optimize its asset portfolio and raise capital amid high operating costs and ongoing uncertainties in the aviation industry. Some analysts also suggest it reflects Air China’s intention to reduce reliance on a single overseas partner and strengthen its independent international operations.Notably, despite the reduced stake, Air China remains Cathay Pacific’s largest single shareholder, and their collaborative relationship is expected to continue. While the share sale caused short-term volatility in Cathay’s stock price, the long-term synergies between the two carriers in the Asia-Pacific aviation market are likely to persist. Overall, this move represents a tactical adjustment by Air China within a complex operating environment, rather than a fundamental shift in strategy.
2024年6月，中国国际航空公司（国航）宣布以约13亿港元的价格减持其所持的国泰航空股份。此次交易涉及约7.38亿股国泰航空股票，占其总股本的4.9%，交易完成后，国航在国泰的持股比例从29.99%降至25.1%。这一举动引发市场广泛关注。国航自2006年起成为国泰航空的重要股东，双方长期在代码共享、常旅客计划及航线网络等方面开展战略合作。此次减持并非完全退出，而是被解读为国航优化资产结构、回笼资金以应对当前航空业高成本与不确定性的举措。同时，也有分析指出，此举可能反映出国航希望降低对单一海外合作伙伴的依赖，增强自身国际业务的独立运营能力。值得注意的是，尽管股权比例下降，国航仍为国泰航空的最大单一股东，双方合作关系预计仍将维持。此次交易对国泰股价短期造成一定波动，但长期来看，两家公司在亚太航空市场的协同效应依然存在。总体而言，这次减持是国航在复杂市场环境下的一次战略性调整，而非战略方向的根本转变。
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