公開資訊觀測站 (2601 華航) 公告本公司董事會決議通過引進5架A350-900之相關訊息 序號 2 發言日期 114/06/25 發言時間 16:45:26 發言人 魯淑慧 發言人職稱 處長 發言人電話 (03)399-8600 主旨 公告本公司董事會決議通過引進5架A350-900之相關訊息 符合條款 第15款 事實發生日 114/06/25 說明 1.董事會或股東會決議日期: 114/06/25 2.投資計畫內容: 5架A350-900航機引進計劃 3.預計投資金額: 本案購價總額不超過美金19.65億元， 或租金使用權資產總額不超過美金11.48億元。 4.預計投資日期: 依營運需要投入資金 5.資金來源: 自有資金及銀行融資 6.具體目的: 長期營運發展需求，提升全球佈局彈性及競爭力。 7.其他應敘明事項: 本次董事會通過引進5架A350-900案，資本支出之 交易對象及金額確定時，如符合「公開發行公司取 得或處分資產處理準則」公告規定，將另行公告。 公告本公司引進8架A321neo之相關訊息 序號 1 發言日期 114/06/25 發言時間 16:42:35 發言人 魯淑慧 發言人職稱 處長 發言人電話 (03)399-8600 主旨 公告本公司引進8架A321neo之相關訊息 符合條款 第20款 事實發生日 114/06/25 說明 1.標的物之名稱及性質: A321neo客機 2.事實發生日: 114/6/25~114/6/25 3.董事會通過日期: 民國114年6月25日 4.其他核決日期: 不適用 5.交易單位數量： 8架 使用權資產總額： 第一批5架約美金2.4億； 第二批3架因處於商業談判階段，價格金額尚未確 定，將於簽約後補行公告。 6.交易相對人及其與公司之關係: 交易對象： 第一批5架ALC (Air Leasing Corporation)； 第二批3架因處於商業談判階段，將於簽約後補行 公告。 與公司之關係： 非本公司關係人。 10.交付或付款條件： 第一批5架：租期123~143個月； 第二批3架：因處於商業談判階段，將於簽約後補 行公告。 11.本次交易之決定方式： 議價 價格決定之參考依據： 市場價格 決策單位： 董事會 23.取得或處分之具體目的或用途: 營運需求 26.監察人承認或審計委員會同意日期:民國114年6月25日 看這個可能會比看記者寫的清楚一點。 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 上面是路透社針對公開資訊觀測站的引用報導。 下面補上路透社提到關於華信可能的新購機報導，是跟前面提到波音 789 交機延誤一起 提到的。不知道這些 21N 會不會跟華信有關？還是依舊只給華航使用？ 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 不過我懷疑波音會賠錢給華航... -- ※ 發信站: 批踢踢實業坊(ptt.cc), 來自: 68.119.129.225 (美國) ※ 文章網址: https://www.ptt.cc/bbs/Aviation/M.1750870730.A.39F.html 補上路透社的報導，路透社也認為是新的租機 (其中五架已經談好)。 不過路透社引用的也是公開資訊觀測站的資料，所以還有存疑。 如果是有業者不要的租機那應該很快就會有人知道是哪邊來的了？21N 現在這麼熱 還有航空公司不要也滿有趣的，而且華航還能確認至少五架？ 如果是要把 738 完全淘汰放在高雄跟台中的話，八架或許還不夠。 ※ 編輯: coolfish1103 (68.119.129.225 美國), 06/26/2025 06:35:26