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快訊 ·  05/30 00:26

By Gabriel Araujo

作者:加布裏埃爾·阿勞霍

- Brazilian Airlines Azul Azul.n and Gol Goll4.sa Have Informed Local Antitrust Regulator Cade of Their New Codeshare Agreement and Do Not Expect Hurdles to Be Imposed, Azul's Chief Executive Told Reuters.

聖保羅,5月29日(路透社)—— 巴西航空Azul Azuln。 和 Gol goll4.sa 阿祖爾首席執行官告訴路透社,已向當地反壟斷監管機構凱德通報了他們的新代碼共享協議,預計不會設置障礙。

The Carriers, Which Each Have Around 30% of Domestic Market Share, Unveiled the Deal Last Week, Covering All Domestic Routes Operated by One but Not the Other, Along With Their Frequent Flyer Programs.

兩家航空公司均佔國內市場份額約30%,上週公佈了該協議,涵蓋由一家航空公司運營但不包括另一條運營的所有國內航線,以及他們的飛行常客計劃。

The Move Also Reignited Speculation of a Potential Merger Between the Airlines, Which Would Need Antitrust Approval.

此舉還再次引發了人們對兩家航空公司之間可能進行合併的猜測,這需要反壟斷批准。

Azul Said in a Late Tuesday Securities Filing, After the Reuters Interview, That It Had Been in Talks With Gol's Parent Abra Group to "Explore Opportunities."

路透社採訪後,阿祖爾在週二晚些時候的證券文件中表示 一直在談判 與Gol的母公司Abra Group一起 “探索機會”。

Codeshare Agreements, Which Allow Airlines to Sell Seats on Each Other's Flights, Do Not Require Antitrust Green Light in Brazil, but Some Have Voiced Concern About Market Concentration and Suggested the Watchdog Should Look Into the Matter Anyway.

允許航空公司出售彼此航班座位的代碼共享協議不要求在巴西開反壟斷綠燈,但有些人對市場集中表示擔憂,並建議監管機構無論如何都應調查此事。

"We Went to Cade to Explain What We Are Doing, and IF They Decide to Look at It, That Is Fine," Azul CEO John Rodgerson Said. "There Is No Overlapping Routes, No Pricing Coordination. so We Don't See Problems."

阿祖爾首席執行官約翰·羅傑森說:“我們去凱德解釋我們在做什麼,如果他們決定研究一下,那沒關係。”“沒有重疊的路線,沒有定價協調。所以我們看不到問題。”

Rodgerson Noted That Azul Had a Similar Deal With Rival Latam Ltm.sn in 2020, When the Covid-19 Pandemic Hit the Air Travel Industry. That Agreement Fell Apart the Following Year as Azul Unsuccessfully Bid to Combine With the Chile-Based Carrier.

羅傑森指出,阿祖爾與競爭對手拉美也有類似的協議 ltm.sn 2020年,當Covid-19大流行襲擊航空旅行行業時。次年,由於Azul競標與這家總部位於智利的航空公司合併,該協議破裂。

Azul's New Codeshare Deal With Gol Came After the Latter Filed in January for Bankruptcy Protection in the United States, Amid Struggles With Heavy Debt and Delayed Deliveries From Planemaker Boeing Ba.n.

Azul與Gol的新代碼共享協議是在後者於1月份提交申請之後達成的 破產保護 在美國,正面臨沉重的債務和飛機制造商波音公司的延遲交付 Ban。

But Rodgerson Said the Companies Had Been in Talks for Some Sort of Agreement Even Before That, Given Their Complementary Networks. Gol Focuses on Big Cities Such as Sao Paulo, Rio De Janeiro and Brasilia, While Azul Has a More Dispersed Network.

但羅傑森說,鑑於兩家公司的互補網絡,甚至在此之前,他們一直在就某種協議進行談判。Gol專注於聖保羅、里約熱內盧和巴西利亞等大城市,而Azul的網絡更加分散。

"We Operate in Some 100 Cities Where Gol Doesn't, so Things Will Be Able to Flow Much Easier From Now on," He Said.

他說:“我們在大約100個沒有Gol的城市開展業務,因此從現在起,事情將變得更加容易。”

Analysts Estimate That Azul Flies Alone on More Than 80% of Its Routes.

分析師估計,Azul在其80%以上的航線上獨自飛行。

Brazilian Airlines Have Enjoyed Strong Demand This Year. in March, Azul Raised Its Estimate for Core Earnings, Also Citing Improving Fuel Prices and Capacity Growth.

巴西航空今年需求強勁。3月,Azul提高了對巴西航空的估計 核心收益,還以燃油價格上漲和產能增長爲由。

The Carrier Expects to Add Two to Three Aircraft per Month From June Until the End of the Year, Most of Them Embraer Embr3.sa, and Is Confident That Demand Will Be Good.

該航空公司預計從6月到年底每月將增加兩到三架飛機,其中大多數是巴西航空工業公司 embr3.sa,並相信需求會很好。


(Reporting by Gabriel Araujo
Editing by Brad Haynes and Josie Kao)

(加布裏埃爾·阿勞霍報道
由 Brad Haynes 和 Josie Kao 編輯)

((Gabriel.araujo2@Thomsonreuters.com; +55 11 5047-3352;))

((Gabriel.araujo2@Thomsonreuters.com; +55 11 5047-3352;))

譯文內容由第三人軟體翻譯。


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