馬航洽購波音客機?中國拒收或成轉機

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馬航母公司有意接手中國放棄訂單的波音飛機

首爾消息——馬來西亞航空母公司馬來西亞航空集團(Malaysia Aviation Group,簡稱MAG)正與美國波音公司洽談,計劃收購若中國航空公司停止接收的波音新飛機。MAG董事總經理伊茲哈姆(Izham Ismail)向馬來西亞國家通訊社Bernama透露了這一消息。

據悉,波音正將部分已在中國交付前放置的737 MAX飛機調回美國,但波音與中國方面均未公開說明飛機調回原因,亦不清楚是哪一方作出的決定。

馬來西亞航空尚未回應路透社的置評請求。

伊茲哈姆指出,若美中關稅戰導致波音交付時段出現空缺,MAG視為提前獲得飛機交付的良機,正與波音討論能否接手這些交付時段。

全球航空公司對新飛機需求強烈,但因疫情後供應鏈瓶頸、波音因加強監管審查及勞工罷工導致生產放緩,交付期普遍延長。

MAG由馬來西亞主權財富基金Khazanah Nasional持有,近年穩步擴充及更新機隊,目標於2030年前擁有55架新一代737 MAX窄體機隊。

上月,MAG公布將購買18架737 MAX 8及12架737 MAX 10,並有選項購買額外30架。

此外,MAG還與Air Lease Corp簽訂租賃協議,計劃於2023至2026年間租賃25架737 MAX飛機。

伊茲哈姆強調,若接手空出交付時段的飛機,將不包括現有與Air Lease的租賃協議,MAG屆時需透過資本市場籌集額外資金。

記者評論:馬航靈活應對波音供應變局,展現戰略前瞻性

這則消息反映出馬來西亞航空集團在全球航空業供應鏈波動中的靈活策略。隨著中美貿易緊張關係影響波音737 MAX的交付安排,MAG積極尋求利用空缺交付時段,顯示其對機隊擴充的強烈意願及市場敏銳度。

疫情後,全球航空業面臨機隊更新與擴充的巨大壓力,波音生產延遲更令交付時間不確定。MAG若能成功接手這些“閒置”交付時段,不僅可縮短等待期,還可能以更有利條件獲得機隊升級,提升競爭力。

然而,這種策略也帶來資金壓力,需透過資本市場籌集額外資金,對MAG財務管理能力提出挑戰。加上全球政治經濟變數仍多,未來交付安排仍有不確定性。

總括來說,MAG此舉展現了亞洲航空企業在全球航空供應鏈變動中尋求突破的典範。未來如何平衡擴張速度與財務風險,將是其持續發展的關鍵。香港及亞太地區的航空市場同樣可從中汲取經驗,尋求在全球航空業變局中把握機遇。

以上文章由特價GPT API KEY所翻譯及撰寫。

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