Re: [闲聊] ANA可能投资Skymark?A380用于国内线?

楼主: cassine (Savannah)   2014-09-03 23:32:58
: 英文版看得好累,也看不太懂
: 1. 全日空和SKYMARK不可能合并
: 2. 全日空有资金、Skymark有羽田slot
: 3. A380 ANA会用来飞日本国内线,800人up.......
: 但内文提到羽田空港目前操作A380是有问题的?
: 还是指羽田空港若开始操作A380,国外航空公司也会要求比照办理
: 日本政府不想羽田空港开放A380操作吗?
: (LH、EK、AF、TG、SQ、KE、OZ......等)
: 4. 日本下一代新政府専用机777-300ER的整备是委托ANA
: 还有日本的民族性......有点看不懂。
: 好像是你们两家尽量谈,不要落入外人手中,日本政府会给甜头
The Japanese government is likely to bless an ANA-Skymark partnership in
these circumstances
日本政府在下列情形之一时,可能会认真思考支持 ANA-Skymark合作案
Should ANA and Skymark agree to terms, the arrangement would likely have the
blessing of Japan's government, for a a number of reasons.
就算 ANA与 Skymark达成协议,这个协议也需要日本政府背书才算数,原因如下

(i) Nationalism – Tokyo is likely to prefer an outcome that keeps Skymark
under as much Japanese ownership as possible, although like most countries,
Japan does not permit majority foreign ownership of domestic airlines. Japan
has welcomed a number of foreign-backed LCCs but these do not operate out of
Haneda; they are seen as providing growth, mainly in the leisure sector.
Japan under Prime Minister Shinzo Abe is taking a nationalist view across the
country on an assortment of matters.
民族主义-东京当局希望尽可能让 Skymark留在日本人的手中,毕竟日本政府不
希望外国资金大举进入国内线市场。日本政府虽然欢迎几间进军国内线的外国廉
价航空业者,却没让这些业者进入羽田机场营运。日本政府进一步将这些业者的
客源限制在背包客和散客。安倍晋三首相近来更是将民族主义屡次上纲到各个层

(ii) ANA is the favoured airline at present – JAL may have been the flag
carrier and very symbol of "Japan Inc." for decades but its spectacular
bankruptcy and government bail-out was contentious, and the new government
has used the previous government's intervention in JAL as a point of
differentiation. One indication: in a head to head contest, ANA in 2013
secured more Haneda slots than JAL. Symbolically too, the contract to provide
maintenance for the Japanese government's future aircraft was switched from
JAL to ANA. (Although it should be noted that these new government aircraft
will be 777s, a type which ANA will fly well into next decade whereas JAL is
shifting to 787s and A350s.)
ANA 是目前呼声最高的业者-尽管 JAL曾是日本的国旗航空(flag carrier),但
一度破产并接受日本政府纾困的纪录对其不利。现任政府将前任政府对 JAL的干
预当作是一个分水岭,在王见王的捉对厮杀中,2013年度 ANA分配到羽田机场起
降的时间带比 JAL还来的多,同时日本政府也将下一代行政专机的维修合约包给
ANA一事也具有象征意义。(诚然,因为下一代的行政专机是B777,恰好是 ANA
接下来数十年间的主力机型, JAL则打算以B787加上A350作为其主力机型)
(iii) A JAL bid would be difficult – ANA is Japan's largest airline,
domestic and international, and partnering with Skymark could further skew
the market. ANA in FY2013 (the year to 31-Mar-2014) flew 49% of the seats in
the market while JAL and subsidiary JTA flew 32% and Skymark was
third-largest with 8%. JAL is unlikely to acquire Skymark. It has a
conservative domestic strategy that ultimately sees a reduction in size. A
possible bid from JAL could meet resistance, as for example ANA could argue
JAL would be using a financial position "unfairly" obtained through its
government-supported restructuring.
JAL 缺乏加入竞标的筹码- ANA目前无论是在国际线或是国内线上,都是日本最
大的航空业者,与 Skymark合作后将进一步垄断整个市场。在2013会计年度,
ANA独占了国内线市场 49%的座位数, JAL与其子公司 JTA只有 32%, Skymark
则有8%。 JAL收购 Skymark的可能性并不高,其保守的国内线策略最后换来的是
市占率的下滑。假如 JAL真的出手,也可能面临 ANA可能指责其以政府资金进行
不公平竞争
(iv) ANA is still seeking redress – ANA has heavily lobbied against what it
sees as JAL's unfair advantage obtained through government-back
restructuring. ANA has said its greater allocation of Tokyo Haneda slots is
fair as it helps address JAL's advantage. ANA could argue that being allowed
to partner with Skymark would further level the playing field (as ANA sees
it).
ANA 还在等待补偿-对于 JAL接受日本政府注资重整, ANA近来大力游说日本政
府应该对于 JAL因此取得不公平的优势一事给予 ANA补偿。 ANA曾主张分配到更
多羽田机场时间带有助于缓和 JAL的优势,但 ANA也可能进一步主张与 Skymark
可以更进一步深化市场的公平性。
作者: chewie (北极熊)   2014-09-03 23:37:00
推摘录
作者: ibbbm (Taiwan)   2014-09-04 15:27:00
英文真的是重要啊 感谢重点!

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