Name: 航空公司對頭等艙座位的需求為何延後了波音和空中客車的生產 (Why Airlines Demand For First-Class Seats Delayed Boeing, Airbus Production)
Uploaded: 2025-03-30T06:23:56.000Z
Duration: 4 min 45 s

Airlines are going all in on big spenders.

航空公司正在全力爭取大客戶。

That means outfitting their planes with first and business class pods and suites that are more luxurious than ever.

這意味著在飛機上配備比以往更加豪華的頭等艙、商務艙和套房。

Think heated and cooled seats, ultra high definition screens, and perhaps the most popular innovation, a privacy door.

想想加熱和冷卻座椅、超高清螢幕，也許還有最受歡迎的創新--隱私門。

But the elaborate new cabins that airlines are using to win over big spenders are now holding up deliveries of new aircraft themselves.

但是，航空公司為贏得大客戶而精心設計的新客艙現在卻阻礙了新飛機的交付。

With some aircraft from Boeing and Airbus waiting on the ground until regulators sign off.

波音和空中客車公司的一些飛機正在地面上等待監管機構的準許。

Now Boarding, Why first-class seats are delaying new aircraft.

現在登機，頭等艙座椅為何會延誤新飛機？

Airlines around the world from Delta to Lufthansa to Singapore Airlines, Quantas and JetBlue are racing to add the most luxurious seats possible to their jets.

從達美航空、漢莎航空到新加坡航空、Quantas 和 JetBlue 等世界各地的航空公司都在競相為自己的飛機增加最豪華的座椅。

Premium revenue performance outpaced main cabin throughout the year, up 8% over prior year with positive unit revenues in all four quarters of 24.

全年的特等艙收入表現超過了主艙，比去年同期增長了 8%，24 個季度的組織、部門收入均為正數。

We expect to increase capacity 3 to 4% in 2025 with more than 85% of incremental seats in premium cabins.

我們預計 2025 年的運力將增加 3% 至 4%，其中超過 85% 的新增座位將用於高端客艙。

But getting the seats certified by regulators is taking months, holding up delivery of new airplanes.

但是，監管機構對這些座椅的認證需要數月時間，導致新飛機的交付受阻。

That's adding to years of problems like supply and labor shortages after the pandemic hit the industry.

在大流行病襲擊該行業後，供應和勞動力短缺等問題多年來一直存在。

Most prominent among the ongoing challenges in our industry is the shortfall of by now 41 Boeing long haul aircraft which were originally supposed to be operating already in the year of 24.

在我們行業目前面臨的挑戰中，最突出的是波音公司的長途客機到現在還短缺 41 架，而這些飛機原本應該在 24 年就投入營運。

Of these aircraft, 15 787s are still awaiting certification for the seats in Charleston, South Carolina.

在這些飛機中，有 15 架 787 仍在等待南卡羅來納州查爾斯頓的座位認證。

Regulators have to determine whether the new seats are safe to fly commercially before they're used on passenger flights.

監管機構必須確定新座椅在用於客運班機之前是否可以安全地進行商業飛行。

Seats continue to be a problem and it's not actually the production of the seats.

座椅仍然是個問題，而且實際上不是座椅的生產問題。

It's getting the seats certified and it's not actually the butt part of the seat, it's the cabinet and the doors and the, you know, for first class and business class.

這是對座椅的認證，實際上不是座椅的屁股部分，而是頭等艙和商務艙的櫃子、門和你知道的。

These are pretty complex systems and getting those certified is taking.

這些都是相當複雜的系統，獲得這些認證需要時間。

Both the seat suppliers and us longer than anticipated, so if you were in Charleston, you'd see we've got, you know, completed airplanes that are held up for delivery.

是以，如果你在查爾斯頓，你就會看到我們有，你知道，已完工的飛機還在等待交付。

Go in pretty late in the assembly process.

When it comes to interiors and what we have experienced so far, we have delays in seats that is delaying the time at which we can deliver a plane fully completed and and deliver it on time.

說到內飾，以及我們迄今為止所經歷的情況，我們在座椅方面遇到了延誤，這就延後了我們交付一架完全完工並按時交付的飛機的時間。

The bottlenecks are bad news not just for airplane makers, but for airlines trying to grow profits.

這些瓶頸不僅對飛機制造商來說是個壞消息，對試圖增加利潤的航空公司來說也是如此。

Premium passenger revenues increased 10% year over year and premium cabin unit revenues were positive.

高端乘客收入同比增長 10%，高端客艙組織、部門收入為正數。

Both trends that persisted throughout the year.

We see no change in consumer behavior seeking out increased premium experiences.

我們認為，消費者尋求更多優質體驗的行為不會改變。

Installing fancier first class and business class seats.

安裝更豪華的頭等艙和商務艙座椅。

Margins are thin across airlines, last year the profit margins of global airlines were about 3%.

各航空公司的利潤率都很低，去年全球航空公司的利潤率約為 3%。

Customers that are less price sensitive, especially during a period of prolonged inflation, have become more important to airlines.

對價格不太敏感的客戶，尤其是在長期通貨膨脹時期，對航空公司來說變得更加重要。

So airlines have poured billions of dollars into revamping their cabins where those customers sit.

是以，航空公司投入了數十億美元改造客艙。

While airlines used to give away more of the front of the plane to frequent travelers through upgrades, many flyers have shown they're willing to pay up to sit in a premium seat.

過去，航空公司會通過升艙的方式將飛機前排的更多座位讓給經常乘坐飛機的旅客，而現在，許多旅客都表示願意花錢坐高級座位。

Fair differences can be vast, a round trip ticket between New York and Munich in Lufthansa's business class, not even the most flexible fair is going for about $10,000 in the first week of May.

在五月的第一週，一張往返於紐約和慕尼黑之間的漢莎航空商務艙機票，即使不是最靈活的機票，價格也在 10,000 美元左右。

About 10 times the price of a standard economy ticket.

大約是標準經濟艙機票價格的 10 倍。

Those seats are elaborate, some have sliding doors for privacy, big screens and other electronics, and they convert into full length beds.

這些座椅都很精緻，有的還裝有用於保護隱私的滑動門、大屏幕和其他電子設備，還可以轉換成全長的床。

Each business class seat can have about 1500 parts and they weigh about 175 pounds.

每個商務艙座椅可容納約 1500 個部件，重約 175 磅。

They're so heavy that they change the center of gravity on some Airbus planes operated by Swiss.

它們太重了，以至於改變了瑞士營運的一些空客飛機的重心。

And they're still waiting for approval, the seats can run in the low six digits, about the price of a luxury car.

他們還在等待準許，座椅的價格可能在六位數以下，與一輛豪華轎車的價格差不多。

Not having these seats flying on time is adding to the industry's problem of having loads of customers and not enough planes to fly them.

如果這些座位不能按時起飛，就會加劇該行業的問題，即有大量的乘客，卻沒有足夠的飛機來運送他們。

For premium, we think that that's going to continue to grow and we're skating to where the puck is going to be and on that front over the next two years, we're going to grow our premium seating by 20%.

我們認為，高端市場將繼續增長，我們正朝著這個方向前進，在未來兩年內，我們的高端座位將增長 20%。

Getting the state of the art seats installed at the front of the cabin means millions of dollars in revenue for airlines.

在機艙前部安裝最先進的座椅意味著航空公司將獲得數百萬美元的收入。