Name: 787 客機出售、A321XLR 延誤和美聯航飛機退役 (787s For Sale, A321XLR Delays & United Aircraft Retired)
Uploaded: 2025-04-29T17:10:33.000Z
Duration: 8 min 53 s

基礎被動語態

Welcome back to your latest industry recap, the A321XLR is delayed and an airline united are retiring aircraft and a sale of 787s has been postponed.

歡迎繼續收看最新的行業回顧，A321XLR 飛機延後交付，一家聯合航空公司將退役飛機，787 飛機的銷售也被延後。

情態副詞

China Southern Airlines has reportedly suspended existing plans to sell its fleet of Boeing 787-8s.

據報道，中國南方航空公司已暫停出售其波音 787-8 機隊的現有計劃。

As you know, trade tensions between China and the United States escalate.

眾所周知，中美之間的貿易緊張局勢不斷升級。

As tensions between these two rise with each passing day, airlines are now being forced to reassess previous decisions that were made, including the possible retirement or sale of jets.

隨著兩者之間的緊張關係與日俱增，航空公司現在不得不重新評估之前做出的決定，包括可能退役或出售噴氣式飛機。

The risk of the current trade tensions is the ability of China Southern, the broader country also, to take on new planes following China's confirmation that it would reject any new commercial airplane delivery from Boeing.

在中國確認將拒絕波音公司交付任何新的商用飛機之後，當前貿易緊張局勢的風險在於中國南方航空（也是更廣泛的國家）承接新飛機的能力。

As a result, while the 787s were initially placed for sale, they are now expected to stay, as concerns emerge over China Southern and other companies' chances to acquire new planes over the coming months to meet capacity, they're expecting a pretty tough winter period if you will.

是以，雖然 787 飛機最初是準備出售的，但現在預計將繼續保留，因為人們擔心南航和其他公司在未來幾個月內購買新飛機以滿足運力需求的可能性，如果你願意的話，他們預計將度過一個相當艱難的冬季。

China Southern's move is just one of the many that's unfolding currently, it has really seen the prioritization of older aircraft or planes that were meant to be axed to take on new generation planes that would move ahead with fleet renewal efforts but are now not taking place.

南航此舉只是目前正在進行的眾多行動中的一個，它確實看到了老舊飛機或本應被淘汰的飛機被優先考慮，以搭載新一代飛機，從而推進機隊更新工作，但現在並沒有這樣做。

While ultimately each set of circumstances is different, the forced readjustment of airlines' fleet's balance remains a relevant topic of conversation, as is obvious from this trade war in comparison to say a global pandemic.

雖然最終每種情況都不盡相同，但被迫重新調整航空公司機隊的平衡仍然是一個相關的話題，這一點從這次貿易戰與全球大流行病相比就能明顯看出。

China Southern only two weeks ago reaffirmed its intention to sell the fleet of 787-8s, that really shows you just how quickly things can move.

就在兩週前，南航還重申了出售 787-8 機隊的意向。

Driven by reporting, the 10 787-8s were listed for sale alongside two engines, despite the engines being put up for sale, no buyer had emerged, but the 787s would have provided an immediate capacity increase to any airline that looked to pick them up.

在報道的推動下，10 架 787-8 和兩臺發動機一起被掛牌出售，儘管發動機被掛牌出售，但卻沒有出現任何買家，但對於任何希望購買這些飛機的航空公司來說，787 飛機本可以立即增加運力。

The very China and United States trade war that I speak of has escalated tenfold in recent months and now Boeing is being brought into focus with fresh impacts.

最近幾個月，我所說的中美貿易戰已經升級了十倍，現在波音公司又受到了新的衝擊。

Like I said, China has informed all its airlines to stop taking delivery of new commercial airplanes.

正如我所說，中國已通知其所有航空公司停止接收新的商用飛機。

It really has been a long-standing trade war that has seen tensions rise on several occasions and then drop back off, you'd argue now it is only increasing tenfold, and the retaliation act will prevent the production of any new plane produced by Boeing that is destined for a Chinese operator, putting their output rates in limbo and seeing a lot of work now need to be conducted on a contractual sense to move through these obstacles.

這確實是一場曠日持久的貿易戰，緊張局勢幾度上升，又幾度回落，你可以說，現在的緊張局勢只增加了十倍，而報復行動將阻止波音公司生產任何以中國運營商為目的地的新飛機，使他們的產出率陷入困境，現在需要在合同意義上開展大量工作，以克服這些障礙。

Over to the next story and United Airlines confirmed the retirement of 21 aircraft earlier than previously planned in a recent quarterly report.

轉到下一則新聞，美國聯合航空公司在最近的一份季度報告中確認，21 架飛機的退役時間將早於之前的計劃。

The tough decision to retire aircraft earlier than expected is considered a last resort to try and manage several operational challenges.

提前退役飛機這一艱難的決定被認為是應對若干營運挑戰的最後手段。

The confirmation will also result in substantial savings of around $100 million this year alone that's USD as tactics are initiated to ensure engine overhauls aren't required for these outgoing planes.

這一確認還將節省大量資金，僅在今年就可節省約 1 億美元，因為我們已開始採取措施，確保這些即將退役的飛機無需進行發動機大修。

United says that despite these early retirements of aircraft, its results could be very different looking ahead due to factors that remain outside of its control.

美聯航表示，儘管這些飛機提前退休，但由於其無法控制的因素，未來的業績可能會大相徑庭。

Studying economic conditions and acquiring new planes will determine how the business performs in the upcoming months and also years.

研究經濟形勢和購買新飛機將決定企業在未來數月乃至數年的表現。

However if there is one thing that is similar with these two aforementioned reasons, it is how largely they remain out of their control, whether it is political tensions that they don't really have a say in or the delivery of new commercial aircraft, that is strictly down to the plane maker that they are ordering the aircraft from and whether they can get their business together.

不過，如果說上述兩個原因有什麼相似之處的話，那就是它們在很大程度上仍然不在自己的控制範圍之內，無論是自己並不真正有發言權的政治緊張局勢，還是新商用飛機的交付，都完全取決於自己訂購飛機的飛機制造商，以及他們是否能把自己的業務搞好。

Compounded by the mandatory groundings of aircraft, driven by engine reliability concerns and like I said plane makers inability to deliver on time, United says the integration may be more challenging than ever before.

美聯航表示，由於發動機可靠性問題和飛機制造商無法按時交貨等原因，飛機被強制停飛，整合工作可能比以往任何時候都更具挑戰性。

Moreover with tensions towards the United States, the country United Airlines calls home increasing, well there's also very much a concern of how its performance will air across ever so specific markets as forward bookings show signs of drops in certain locations.

此外，隨著美國的緊張局勢日益加劇，美國聯合航空公司在某些特定市場的遠期預訂顯示出下降的跡象，人們也非常關注其在這些市場的表現。

This is not isolated to United Airlines, Virgin Atlantic has also seen something similar and has also been cooling off of demand from Australia.

這種情況並非美聯航獨有，維珍航空也出現了類似情況，澳洲的需求也在降溫。

Internally, United Airlines has already confirmed the axing of services across its domestic network as soon as July 2025 due to what it describes as softer demand.

美國聯合航空公司內部已經確認，由於需求疲軟，最快將於 2025 年 7 月削減國內網絡的服務。

The domestic capacity cut aligns with United's very public commentary surrounding those ongoing political tensions, uncertainty and more which have largely led to customers not booking flights as often as they would with maybe your customer confidence not being at the levels required.

國內運力的削減與美聯航圍繞當前的政治緊張局勢、不確定性等公開發表的評論是一致的，這在很大程度上導致客戶不再像以前那樣頻繁地預訂班機，而客戶的信心可能也沒有達到所需的水準。

United therefore needs to adjust its network accordingly as the retirement of planes has impacted it.

是以，美聯航需要對其網絡進行相應的調整，因為飛機的退役已經對其產生了影響。

Still the reduced capacity would definitely be deemed necessary to ensure that further losses are not incurred.

但是，為了確保不造成進一步的損失，減少產能肯定是必要的。

Before fresh political tensions dropping customer confidence in flying and a smaller appetite from some to actually head towards the United States, the airline was already expecting growth to be slower.

在新的政治緊張局勢導致客戶對飛行的信心下降，以及一些人實際前往美國的意願降低之前，該航空公司已經預計增長將放緩。

That is because aircraft such as the 737 MAX continue to pose problems for United Airlines ranging from the lower output at the American plane maker that is less than ideal.

這是因為 737 MAX 等飛機繼續給美國聯合航空公司帶來問題，因為美國飛機制造商的產量較低，不盡如人意。

It results in Boeing being unable to get its jets off on time and fleet renewal being a concern for the customer in waiting.

這導致波音公司無法按時起飛噴氣式飛機，機隊更新也成為等待客戶的一個問題。

However, another visible issue has been Boeing's ability also to certify planes within the MAX program.

然而，另一個顯而易見的問題是波音公司在 MAX 項目中認證飛機的能力。

While there are some variants that have been present in our industry for actually quite some time, with United a customer of jets such as the 737-10, this is a plane that is still not approved.

雖然有一些變種飛機已經在我們的行業中存在了相當長的一段時間，美聯航也是 737-10 等噴氣式飛機的客戶，但這種飛機仍未獲得準許。

So across 2024, the airline consistently revised its growth forecasting with the realization being made internally that the next few years will probably require a lot more patience.

是以，在 2024 年期間，航空公司不斷修正其增長預測，內部意識到未來幾年可能需要更多的耐心。

And that was before all of these political tensions emerged as well.

這還是在所有這些政治緊張局勢出現之前。

And over to the final story where Wizz Air has once again confirmed its launch with the next generation of the Airbus A321XLR has been delayed with confirmation provided to CH Aviation indicating that this is the second delay in the span of a month for the game changing plane.

最後，Wizz Air 再次確認其新一代空客 A321XLR 的推出已被延後，CH Aviation 得到的確認顯示，這是這款改變遊戲規則的飛機在一個月內的第二次延後。

Described as unforeseen issues during the delivery process, a revised timeline has not been provided at the time of recording to Wizz Air, a blow to the operator.

被描述為交付過程中不可預見的問題，在對 Wizz Air 進行記錄時，尚未提供修訂後的時間表，這對運營商來說是一個打擊。

The debut of the XLR is seen as hugely important for the airline's long-term future and to enable considerable fleet growth.

XLR 的首次亮相被認為對航空公司的長遠未來以及機隊的大幅增長極為重要。

However, because the XLR has been delayed, Wizz Air has been forced to deploy its A321LR on routes that the XLR was meant to already be flying on, certainly seen as a short-term solution to that broader inability to get the plane it desires.

然而，由於 XLR 被延後，Wizz Air 被迫將其 A321LR 部署到 XLR 原定要執飛的航線上，這無疑被視為短期內解決無法獲得其所需飛機這一更廣泛問題的辦法。

As part of this challenge, while routes such as London Gatwick to Jeddah can commence, they are not being operated at their full capabilities, which were intended when the airline first announced service.

作為這一挑戰的一部分，雖然倫敦蓋特威克機場至吉達等航線可以開通，但這些航線並沒有按照航空公司最初宣佈提供服務時的設想全力營運。

To make the non-stop route possible, the A321LR is being forced to carry a limited number of passengers between the cities, which is far from ideal and would not have been required if the A321XLR had obviously been delivered on time.

為了使這條直飛航線成為可能，A321LR 被迫在兩個城市之間搭載數量有限的乘客，這遠不是最理想的做法，如果 A321XLR 能夠按時交付，顯然就不需要這樣做了。

Wizz Air's first launch delay, you may recall, came in late March 2025, when they said that a debut for the 31st of March would not be possible.

大家可能還記得，威茲航空的第一次延後起飛是在 2025 年 3 月底，當時他們說不可能在 3 月 31 日首航。

The fresh comments at that point suggested that a revised timeframe for delivery would take place on the 10th of April, this date ultimately falling through.

當時的新意見建議修訂後的交付時間為 4 月 10 日，但這一日期最終未能實現。

The A321XLR is going to be very important for Wizz Air, as I've already touched on.

A321XLR 對威茲航空非常重要，這一點我已經說過了。

This is a plane that was introduced into a market where Boeing was not necessarily responding to some levels of demand.

這架飛機進入市場時，波音公司並不一定能滿足市場的某些需求。

That range that I speak of in the XLR has become a key selling point for companies like Wizz Air, which can now fly between London Gatwick and Jeddah without a single stop.

我所說的 XLR 的航程已成為 Wizz Air 等公司的關鍵賣點，該公司現在可以在倫敦蓋特威克機場和吉達之間不經停地飛行。

There are opportunities for now many more cities to be within reach.

現在有機會讓更多的城市觸手可及。

And for other operators of the aircraft, those range capabilities paired with a higher capacity allow for enhanced transatlantic flying, even throughout Asia.

對於其他飛機運營商來說，這些航程能力與更高的運載能力相結合，可以加強跨大西洋飛行，甚至在整個亞洲飛行。

In other cases, the addition of the XLR can definitely be considered as a benefit to easing pressure on wide-body planes, which had at times been carrying the brunt of an airline's international operation, well now that can change.

在其他情況下，增加 XLR 絕對可以說是緩解寬體飛機壓力的一個好處，因為寬體飛機有時在航空公司的國際營運中首當其衝，現在這種情況可以改變了。

And while this represents the second pushback for Wizz Air, they'll remain confident that the plane will, once eventually into commercial operations for them, be a massive resounding success.

雖然這是威茲航空的第二次反擊，但他們仍然堅信，一旦這架飛機最終投入商業營運，將會取得巨大的成功。

Thank you very much for your support here on the channel, it really does mean a lot.

非常感謝你們對頻道的支持，這真的意味著很多。

Take care, be safe, and I'll see you tomorrow for your next industry recap.

保重，注意安全，明天的行業回顧再見。