公开资讯观测站 (2601 华航) 公告本公司董事会决议通过引进5架A350-900之相关讯息 序号 2 发言日期 114/06/25 发言时间 16:45:26 发言人 鲁淑慧 发言人职称 处长 发言人电话 (03)399-8600 主旨 公告本公司董事会决议通过引进5架A350-900之相关讯息 符合条款 第15款 事实发生日 114/06/25 说明 1.董事会或股东会决议日期: 114/06/25 2.投资计画内容: 5架A350-900航机引进计划 3.预计投资金额: 本案购价总额不超过美金19.65亿元， 或租金使用权资产总额不超过美金11.48亿元。 4.预计投资日期: 依营运需要投入资金 5.资金来源: 自有资金及银行融资 6.具体目的: 长期营运发展需求，提升全球布局弹性及竞争力。 7.其他应叙明事项: 本次董事会通过引进5架A350-900案，资本支出之 交易对象及金额确定时，如符合「公开发行公司取 得或处分资产处理准则」公告规定，将另行公告。 公告本公司引进8架A321neo之相关讯息 序号 1 发言日期 114/06/25 发言时间 16:42:35 发言人 鲁淑慧 发言人职称 处长 发言人电话 (03)399-8600 主旨 公告本公司引进8架A321neo之相关讯息 符合条款 第20款 事实发生日 114/06/25 说明 1.标的物之名称及性质: A321neo客机 2.事实发生日: 114/6/25~114/6/25 3.董事会通过日期: 民国114年6月25日 4.其他核决日期: 不适用 5.交易单位数量： 8架 使用权资产总额： 第一批5架约美金2.4亿； 第二批3架因处於商业谈判阶段，价格金额尚未确 定，将於签约後补行公告。 6.交易相对人及其与公司之关系: 交易对象： 第一批5架ALC (Air Leasing Corporation)； 第二批3架因处於商业谈判阶段，将於签约後补行 公告。 与公司之关系： 非本公司关系人。 10.交付或付款条件： 第一批5架：租期123~143个月； 第二批3架：因处於商业谈判阶段，将於签约後补 行公告。 11.本次交易之决定方式： 议价 价格决定之参考依据： 市场价格 决策单位： 董事会 23.取得或处分之具体目的或用途: 营运需求 26.监察人承认或审计委员会同意日期:民国114年6月25日 看这个可能会比看记者写的清楚一点。 Taiwan's China Airlines to boost fleet with Airbus jets worth more than $2 billion | By Reuters | June 25, 20256:58 PM GMT+8 TAIPEI, June 25 (Reuters) - Taiwan's China Airlines (2610.TW), will spend more than $2 billion to add more Airbus (AIR.PA), aircraft to its fleet, consisting of five A350-900 long-haul jets and eight A321neo aircraft for medium and short-haul routes, it said on Wednesday. The carrier, Taiwan's oldest airline, in the midst of a fleet renewal and last year split an order for new long-haul aircraft worth almost $12 billion at list prices between U.S. planemaker Boeing (BA.N), and European rival Airbus. In a statement to the Taiwan stock exchange, China Airlines said that five of the A321s would come from Air Leasing Corporation at a cost of $240 million, with negotiations ongoing for the other three aircraft. The A350s will cost no more than $1.965 billion, or come at a cost of $1.148 billion for leasing them, the airline said without providing further detail. China Airlines' chairman told Reuters this week that the company was postponing retirement of some of its older aircraft owing to delays in deliveries of previously ordered Boeing 787-9 jets. The airline already operates 15 of the A350-900 aircraft and its 18th A321 is due to arrive soon. https://reurl.cc/W0jnp5 上面是路透社针对公开资讯观测站的引用报导。 下面补上路透社提到关於华信可能的新购机报导，是跟前面提到波音 789 交机延误一起 提到的。不知道这些 21N 会不会跟华信有关？还是依旧只给华航使用？ Taiwan's China Airlines postpones retirement of older planes due to Boeing 787 delays | By Ben Blanchard | June 24, 20251:53 PM GMT+8 Summary Boeing may provide compensation payments for 787 delays, airline chairman says China Airlines in middle of multi-billion dollar fleet renewal Subsidiary Mandarin Airlines to get new jet aircraft too TAOYUAN, Taiwan, June 24 (Reuters) - Taiwan's China Airlines (2610.TW), is postponing the retirement of some of its older aircraft due to delays in getting Boeing (BA.N), 787-9 jets that may result in compensation payments from the planemaker, the carrier's newly appointed chairman said. Taiwan's oldest airline, established in 1959, is in the midst of a fleet renewal, last year splitting an order for new long-haul aircraft worth almost $12 billion at list prices between Boeing and European rival Airbus (AIR.PA). China Airlines has also ordered 24 Boeing 787s for regional and some longer-distance routes, including 18 787-9s and six of the stretched 787-10 variant. But Chairman George Kao said China Airlines' fleet renewal plan to replace ageing Airbus A330s and Boeing 737-800s with 787-9s and A321neos was being hit by delays in getting new aircraft delivered, especially the 787-9s. "We are at present being greatly impacted. Some aircraft that were scheduled to be phased out, or handed back at the end of their lease, as some are leased, will remain and have their leases extended," he told Reuters in an interview at the airline's headquarters in Taoyuan, home to Taiwan's main international airport. Boeing has not given China Airlines an exact timeframe for the 787-9 delays, though it has said deliveries will "basically" start from the end of 2025, added Kao, a pilot by training who started out as a flight attendant and became chairman in March. "This is written into the contract," he said, when asked whether China Airlines would seek compensation. "For example, if it's in the supply chain, the responsibility is Boeing's, and Boeing has to provide some compensation. But if it's not, then there is no compensation. It's all recorded in the contract." Boeing did not respond to a request for comment. Other airlines are facing similar issues. International Air Transport Association (IATA) Director General Willie Walsh, whose group represents airlines globally, this month called predictions of aircraft delivery delays throughout this decade "off-the-chart unacceptable". Still, Kao was upbeat about expansion plans, pointing to the more fuel-efficient 777-9s and A350-1000s ordered last year that will enable more capacity to be added to routes like New York and London, and a new third terminal at Taoyuan airport, the first section of which is expected to open later this year. He signalled further aircraft additions ahead for subsidiary Mandarin Airlines, which flies almost exclusively domestic routes with ATR-72 turboprops and is getting a revamp to focus on regional routes from southern and central Taiwan with new jet aircraft. "I can talk about this with aircraft lessors," he said, without disclosing the jet models it could add. "We have this plan, to let Mandarin Airlines grow up." China Airlines faces competition at home not only from long-established rival EVA Air (2618.TW), but also rapidly growing Starlux Airlines (2646.TW), which last week placed an order for 10 more A350s. Kao said while the Taiwan market itself was small, transit traffic, which all three airlines are focusing on, meant supporting three full-service airlines was not an issue. Seoul's Incheon airport is too big, meaning passengers can get lost, Tokyo's landing fees are too expensive and Hong Kong has "political issues", whereas Taoyuan airport's new terminal will greatly improve the travel experience, he said. "Our passengers are not all Taiwanese; many are transit. Because Taiwan's location, connecting the Pacific to all of Asia, is really very convenient." https://reurl.cc/W0j64k 不过我怀疑波音会赔钱给华航... --

※ 发信站: 批踢踢实业坊(ptt.cc), 来自: 68.119.129.225 (美国) ※ 文章网址: https://webptt.com/cn.aspx?n=bbs/Aviation/M.1750870730.A.39F.html 补上路透社的报导，路透社也认为是新的租机 (其中五架已经谈好)。 不过路透社引用的也是公开资讯观测站的资料，所以还有存疑。 如果是有业者不要的租机那应该很快就会有人知道是哪边来的了？21N 现在这麽热 还有航空公司不要也满有趣的，而且华航还能确认至少五架？ 如果是要把 738 完全淘汰放在高雄跟台中的话，八架或许还不够。 还有剩喔？那看看能捡到几架。 你没看上面嫌弃 738 XD 四川的好像有些转给衣索比亚了？ ※ 编辑: coolfish1103 (68.119.129.225 美国), 06/27/2025 07:08:21