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美联航首席执行官证实已就潜在合并事宜与美国航空接洽

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-- 美国联合航空公司(UAL)首席执行官斯科特·柯比周一证实,他曾就合并事宜与美国航空公司(AAL)接洽,但后者拒绝参与,并明确表示不会达成协议。 柯比在一份声明中表示,两家公司合并后,本可以扩大服务范围,覆盖“较小的社区”,增加市场上的经济舱座位总数,为客户提供更实惠的价格,并打造一家更具全球竞争力的美国航空公司。他还补充说,合并除了其他益处外,还能促进美国经济发展,创造“数百万个就业岗位”。 柯比说:“我原本希望向美国航空公司阐述合并的可行性,但他们拒绝参与,反而公开表示不会参与。如果没有合适的合作伙伴,如此重大的合并根本无法实现。” 美国航空公司尚未回复的置评请求。 周一下午交易中,美国航空公司股价下跌2.7%,而美国联合航空公司股价下跌1.4%。 本月初,美国航空公司表示对与联合航空公司合并的任何谈判都不感兴趣,并补充说,合并“对竞争和消费者都是不利的”。该公司当时还表示,任何此类交易都将与特朗普政府对航空业和反垄断法的理念“不符”。 在上周与分析师举行的财报电话会议上,美国航空公司首席执行官罗伯特·伊索姆表示,与联合航空公司的潜在合并将“具有反竞争性”。 根据FactSet的会议记录,伊索姆告诉分析师:“所有参与讨论的人都提出了同样的观点。这对客户不利,对整个行业不利,最终——对美国航空公司也不利。” 柯比周一表示,美国航空公司的公开表态“清楚地表明,在可预见的未来,这样的合并是不可能的”。 据报道,美国总统唐纳德·特朗普在最近接受CNBC采访时表达了对合并的反对意见,称他“不喜欢”这两家航空公司合并。 上周,美国航空公司公布其第一季度经调整后的每股亏损同比收窄,而营业收入则有所增长。该公司当时下调了2026年的盈利预期。与此同时,联合航空公司公布的第一季度业绩好于预期,但由于燃油成本上涨,该公司也下调了全年盈利预期。

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