東方航空(600115.SH)：將客機貨運業務長期給中貨航獨家經營
格隆匯 9 月 29日丨東方航空(600115.SH)公佈，為解決公司的客機貨運業務與中國貨運航空有限公司(“中貨航”)的全貨機業務之間的同業競爭問題，經公司2018年第二次臨時股東大會審議同意，自2018年4月起，公司將客機腹艙貨運業務(指公司及其全部主業子公司的客機腹艙貨運業務，下同)長期承包給中貨航獨立自主經營管理(“原客機腹艙承包經營交易”或“原客機腹艙承包經營方案”)。
在新冠肺炎疫情給航空業帶來巨大影響的背景下，為進一步明確“客改貨”(指非常規情況下為補充客機貨運運力，將客機使用客運航權執飛不載客貨運航班而提供的貨運運輸服務，包括以客機臨時改裝貨機方式和以客機直接載貨方式提供的運力)等非常規情形下客機貨運業務的相關業務範圍和定價方式等，同時考慮到原客機腹艙承包經營交易採用的以評估值為基礎的定價機制存在一定的侷限性，經公司與中貨航協商一致，在不改變雙方業務主體、權利義務關係、業務流程等前提下，對客機貨運業務(指公司及其全部主業子公司的客機貨運業務，下同)範圍、定價方式、結算方式等進行調整與優化，將原客機腹艙承包經營方案調整為客機貨運業務獨家經營方案，由中貨航採用獨家經營方式，獨立自主經營管理公司客機貨運業務。2020年9月29日，公司與中貨航簽署了《關於中國貨運航空有限公司獨家經營中國東方航空股份有限公司客機貨運業務的協議書》。
公司與中貨航2020年至2022年各年度客機貨運業務獨家經營日常關聯交易金額預估上限分別為人民幣49億元、50億元、52億元，達到公司最近一期經審計淨資產絕對值的5%以上。
公司將客機貨運業務長期給中貨航獨家經營，是為解決公司客機貨運業務與中貨航經營的全貨機業務之間同業競爭問題的需要；能夠在解決原客機腹艙承包經營交易中評估模式侷限性問題的同時，滿足本公司對客機貨運專業化經營的需求，以更加公允、合理的定價方式激勵中貨航促進本公司客機貨運業務的穩步發展和增長；有利於公司集中相關資源專注於經營和發展航空客運業務，提升本公司航空客運主業的經營能力和競爭力。
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