[情報] JAL 追加17架MAX8訂單

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日航追加17架MAX訂單

日航新聞稿在這裡
https://pse.is/7b4tla

Japan Airlines to Introduce 17 Additional Boeing 737-8 Aircraft

- Supporting Growth with the Introduction of Approximately 90 New Aircraft -

Tokyo, JAPAN – Japan Airlines (JAL) has announced the decision to introduce 17additional Boeing 737-8 aircraft from The Boeing Company (Boeing). This followsJAL’s March 2023 announcement of an order for 21 Boeing 737-8 aircraft (*1), which will replace the single-aisle Boeing 737-800 aircraft currently serving mainly on domestic routes.

In addition to the Boeing 737-8 aircraft added to the domestic fleet, 11 AirbusA321neo aircraft will be introduced to replace the Boeing 767 aircraft, primarily on routes to and from Haneda. Renewing the fleet in line with supply and demand will further enhance profitability.
(*1) Press Release March 23, 2023: Japan Airlines Selects 737-8 to Grow Sustainable World-Class Fleet

In the international market, JAL plans to introduce 10 Boeing 787-9 aircraft (*2) and 20 Airbus A350-900 aircraft (*3), with ZIPAIR also introducing Boeing 787-9 aircraft by reassigning aircraft from JAL. By fiscal year 2030, the scale of the international business is expected to expand by approximately 1.5 times compared to fiscal year 2023, including growth in both full-service carriers and LCCs. The business will particularly expand by increasing the number of flights, especially on North American and Asian routes, which are expected to see significant growth in the future, and by increasing the number of seats offered through larger aircraft, thus improving service quality and convenience.

(*2) Press Release July 23, 2024: Japan Airlines Signs Purchase Agreement for Additional Boeing 787-9 Aircraft
(*3) Press Release July 23, 2024: Japan Airlines Signs Purchase Agreement for Airbus A350-900 and A321neo Aircraft
(*4) Press Release March 19, 2025:
ZIPAIR to Double its Fleet Size by Adding the Boeing 787-9 Aircraft

Including the newly introduced Boeing 737-8 aircraft, the JAL Group will have atotal of approximately 90 aircraft in its fleet and is preparing for the introduction of new aircraft with a flexible fleet plan. This plan aims to ensure growth by placing aircraft orders early in anticipation of growth beyond 2030.

By accelerating the introduction of state-of-the-art aircraft, JAL strives to significantly enhance the quality of service provided to customers. Additionally,by upgrading to more fuel-efficient aircraft, the company is committed to further reducing CO2 emissions, thereby contributing to a more sustainable future.

【Breakdown of Confirmed Aircraft Order】

目前日航的訂購機型如下
交付機型/數量/開始交貨時間
737MAX8 /37/2026起 國內線
A321neo/11/2028起 國內線
787-9/10/2028起 國際線
A350-900/3/陸續交貨 國內線
A350-900/20/2027 國際線
A350-1000/5/陸續交貨 國際線
另有A350 25架選擇權 787 20架選擇權

個人猜測A35K羽田飛歐美 A359成田飛歐美 不包含夏威夷
國際線A359交付之後77W就會退役

對於長期持有738機隊的航空公司來說
MAX8似乎還是最好的選擇

看來日航有些789準備交付給ZIPAIR 了
倒是日航在低成本航空的策略上
另兩家似乎沒有太大的發展策略

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因為日本春秋航空、捷星日本航空幾乎都沒有拓展新航線 反倒是ZIPAIR 好像要增班了 感覺日航對另外兩家LCC屬於半放生狀態

感覺是川普在施壓 再來死對頭增購的機種都是窄體機 日本的航空業就是這樣 你要買A321 那我也買A321 你要買737 那我也買737跟你拚 你要買A350 那我用更大的77X 再者死對頭直接嗆要把日航幹掉 日航不積極一點怎麼行

日航還有787 20架選擇權 10架訂單是給日航的 動用選擇權給ZIPAIR