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據報國泰(00293.HK)研修改580億元波音777X寬體機訂單
阿思達克 04-24 16:32
據《南華早報》引述消息稱,國泰航空(00293.HK)正考慮調整其580億元(約74億美元)波音最新寬體機777X訂單,包括要求延遲交付及轉至較便宜的787夢幻客機。疫情嚴重打擊航空業,料潛在改動旨在減少資本開支。

消息稱,國泰正研究改變其777X訂單至787-10,但仍未就潛在訂單修改聯絡波音。

國泰是777X最早客戶之一,於2013年底訂購21架飛機,每機可乘載達400人,未計客戶折扣標價每架3.77億美元,將於2021至2024年交付。今日,同一訂單總值93億美元,或每架4.42億美元,反之787-10每架則3.38億美元。

波音就777X系鎖定了309架飛機訂單,來自阿聯酋航空、卡塔爾航空及漢莎航空等。由於疫情導致美國封城影響廠房生產,以及生產及測試延遲,都影響了777X系交付。

報道引述分析稱,同時修改訂單及押後交付屬最有機會發生的結果。777X訂單不多,客戶亦不多。如果失去國泰這客戶將會打擊波音,但考慮疫情前香港的機場客流,估計波音已準備好應變計劃。

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